9+ hour, 44+ min ago  (624+ words) BY MUFLIH HIDAYAT ON MAY 24, 2026 Understanding what the DFS actually confirms, and what it does not, requires separating technical achievement from development authorisation. These are not the same thing, and conflating them is one of the more common errors investors…...

11+ hour, 29+ min ago  (1136+ words) BY MUFLIH HIDAYAT ON MAY 24, 2026 The emergence of a confirmed LNG tanker exit from the Strait of Hormuz for India in May 2026 is not simply a shipping story. It is a signal that the architecture of global energy trade is…...

5+ hour, 44+ min ago  (876+ words) BY MUFLIH HIDAYAT ON MAY 25, 2026 The numbers extend beyond the headline surplus figure. Budget savings surplus reached 239. 45 billion CFA francs in Q1 2026, nearly tripling from 86. 32 billion CFA francs recorded during the same period in 2025. Treasury cash receipts also rose sharply, generating…...

9+ hour, 42+ min ago  (1011+ words) BY MUFLIH HIDAYAT ON MAY 24, 2026 This is the precise situation currently defining i-80 Gold's (NYSE: IAUX | TSX: IAU) investment case. With five Nevada projects advancing through the study pipeline and two feasibility studies targeted for Q2 2026, the company stands at the boundary…...

7+ hour, 28+ min ago  (840+ words) BY MUFLIH HIDAYAT ON MAY 24, 2026 Eurasian Resources Group occupies an unusual position in the global mining landscape. Unlike single-commodity producers that rise and fall with the fortunes of one market cycle, ERG operates across a sweeping range of industrial and…...

7+ hour, 14+ min ago  (521+ words) BY MUFLIH HIDAYAT ON MAY 24, 2026 The DRC U. S. cobalt supply chain relationship is not simply a bilateral trade story. It is a window into the structural vulnerabilities of modern industrial economies, the long-term consequences of two decades of Chinese upstream investment…...

1+ hour, 30+ min ago  (754+ words) BY MUFLIH HIDAYAT ON MAY 25, 2026 The China coal-to-chemicals industry is not simply an energy story. It functions as an industrial sovereignty strategy designed to insulate the world's largest manufacturing economy from imported feedstock volatility. This distinction matters enormously for investors…...

7+ hour, 29+ min ago  (832+ words) BY MUFLIH HIDAYAT ON MAY 24, 2026 The SILVER Act precious metals depositories debate is not simply a regulatory housekeeping exercise. It sits at the intersection of financial market reform, national security planning, and a rapidly shifting global monetary order that is…...

5+ hour, 44+ min ago  (290+ words) BY MUFLIH HIDAYAT ON MAY 25, 2026 The answer, based on the accumulated evidence from industry surveys, executive commentary, and capital flow patterns, is that Australia's policy environment is actively working against that outcome even as the global opportunity expands. For Australia,…...

5+ hour, 29+ min ago  (823+ words) BY MUFLIH HIDAYAT ON MAY 25, 2026 The comparison across peer economies makes this gap even more visible: "Geological data is not static infrastructure. It depreciates in strategic value as exploration technologies advance. A dataset from 1984 does not simply represent older information;…...