ETFs: Boosting metal demand, curbing supply
This article is based on a presentation by Chris Berlet...
30 December 2025
Macro channels nine prospects at Yandi South•PLS greenlights $1.9 billion Pilgangoora expansion•Viking resumes Linka drilling after ‘high-grade’ assays•Purecore lifts placement to $3.6 million•Africa intensifies focus on local processing•Caspian Sunrise shines a light on titanium, zirconium, and gold•Orezone Gold builds mid-tier momentum•Elementos gets nod for Cleveland diamond drilling•Aurum extends BST1 gold mineralisation ahead of resource update•Albright Metals ends Bryah Basin agreement with Catalyst•Europa Metals takes on ASX listing with Austria exploration strategy•Zambia to accept payments in RMB for Chinese copper exports•Tinka adds silver-first strategy to Ayawilca PEA•Goldgroup completes $146 million strategic investment in Luca Mining•Iondrive enters formal Oklahoma incentive process for US commercial module•Gold and silver recover as US yields cool off•Brunswick expands Anais with 302m spodumene interval•Cotec Holdings and Battery Mineral form Chilean copper JV•Safi Silver reports ‘high-grade’ silver from maiden Addana drilling•KGL board greenlights final investment decision for Jervois
Macro channels nine prospects at Yandi South•PLS greenlights $1.9 billion Pilgangoora expansion•Viking resumes Linka drilling after ‘high-grade’ assays•Purecore lifts placement to $3.6 million•Africa intensifies focus on local processing•Caspian Sunrise shines a light on titanium, zirconium, and gold•Orezone Gold builds mid-tier momentum•Elementos gets nod for Cleveland diamond drilling•Aurum extends BST1 gold mineralisation ahead of resource update•Albright Metals ends Bryah Basin agreement with Catalyst•Europa Metals takes on ASX listing with Austria exploration strategy•Zambia to accept payments in RMB for Chinese copper exports•Tinka adds silver-first strategy to Ayawilca PEA•Goldgroup completes $146 million strategic investment in Luca Mining•Iondrive enters formal Oklahoma incentive process for US commercial module•Gold and silver recover as US yields cool off•Brunswick expands Anais with 302m spodumene interval•Cotec Holdings and Battery Mineral form Chilean copper JV•Safi Silver reports ‘high-grade’ silver from maiden Addana drilling•KGL board greenlights final investment decision for Jervois
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