Logo
Log in
Subscribe
Logo
SCOTT NORTH
SCOTT NORTH
Weekly Wrap - 08 Nov 2026

Nov 8, 2026

•

10 min read

Weekly Wrap - 08 Nov 2026

SCOTT NORTH
SCOTT NORTH
06 Nov 2026 - Canada Proposes Five-year Exploration-credit Extension and Renewed Critical-minerals Funding

Nov 6, 2026

•

6 min read

06 Nov 2026 - Canada Proposes Five-year Exploration-credit Extension and Renewed Critical-minerals Funding

SCOTT NORTH
SCOTT NORTH
06 Nov 2026 - Codelco Says Production Under Irregular Circumstances Amounts to 42,100 Tons

Nov 6, 2026

•

6 min read

06 Nov 2026 - Codelco Says Production Under Irregular Circumstances Amounts to 42,100 Tons

SCOTT NORTH
SCOTT NORTH
05 Nov 2026 - Fortescue Prices US$1.5bn Notes; CNH Swaps Cut Effective Rate

Nov 5, 2026

•

6 min read

05 Nov 2026 - Fortescue Prices US$1.5bn Notes; CNH Swaps Cut Effective Rate

SCOTT NORTH
SCOTT NORTH
05 Nov 2026 - Freeport Announces Plans to Boost U.S. Copper & Molybdenum Production

Nov 5, 2026

•

5 min read

05 Nov 2026 - Freeport Announces Plans to Boost U.S. Copper & Molybdenum Production

SCOTT NORTH
SCOTT NORTH
04 Nov 2026 - Canadian Gold Output Jumps While Total Global Supply Falls

Nov 4, 2026

•

7 min read

04 Nov 2026 - Canadian Gold Output Jumps While Total Global Supply Falls

SCOTT NORTH
SCOTT NORTH
04 Nov 2026 - ACG to Acquire 100% of Blue Moon Norway

Nov 4, 2026

•

6 min read

04 Nov 2026 - ACG to Acquire 100% of Blue Moon Norway

SCOTT NORTH
SCOTT NORTH
03 Nov 2026 - US Strategy Links Myanmar Peace Efforts with Rare-earth Access

Nov 3, 2026

•

5 min read

03 Nov 2026 - US Strategy Links Myanmar Peace Efforts with Rare-earth Access

SCOTT NORTH
SCOTT NORTH
03 Nov 2026 - $712 Billion Wiped Off World's Biggest Mining Companies Since Start of Iran War

Nov 3, 2026

•

5 min read

03 Nov 2026 - $712 Billion Wiped Off World's Biggest Mining Companies Since Start of Iran War

SCOTT NORTH
SCOTT NORTH
02 Nov 2026 - Cochilco Cuts Chile’s Copper-production Outlook

Nov 2, 2026

•

6 min read

02 Nov 2026 - Cochilco Cuts Chile’s Copper-production Outlook

SCOTT NORTH
SCOTT NORTH
02 Nov 2026 - Tech Rout Drives Gold to One-Year Low

Nov 2, 2026

•

5 min read

02 Nov 2026 - Tech Rout Drives Gold to One-Year Low

SCOTT NORTH
SCOTT NORTH
Weekly Wrap - 01 Nov 2026

Nov 1, 2026

•

8 min read

Weekly Wrap - 01 Nov 2026

SCOTT NORTH
SCOTT NORTH
30 Oct 2026 - Vale Q3 Profit Falls 53%; Iron-ore Guidance Points to Lower End

Oct 30, 2026

•

6 min read

30 Oct 2026 - Vale Q3 Profit Falls 53%; Iron-ore Guidance Points to Lower End

SCOTT NORTH
SCOTT NORTH
30 Oct 2026 - Glencore Cobalt Output Halves; Copper Guided to Low End

Oct 30, 2026

•

4 min read

30 Oct 2026 - Glencore Cobalt Output Halves; Copper Guided to Low End

SCOTT NORTH
SCOTT NORTH
29 Oct 2026 - Turaco Adds AUD 120 Million Financing to its Afema Consolidation Plan

Oct 29, 2026

•

7 min read

29 Oct 2026 - Turaco Adds AUD 120 Million Financing to its Afema Consolidation Plan

SCOTT NORTH
SCOTT NORTH
29 Oct 2026 - Commodity Prices Set to Increase by 23% in 2026 as Global Shocks Mount

Oct 29, 2026

•

5 min read

29 Oct 2026 - Commodity Prices Set to Increase by 23% in 2026 as Global Shocks Mount

SCOTT NORTH
SCOTT NORTH
28 Oct 2026 - Jacaranda Debuts on ASX Following Successful $8M IPO

Oct 28, 2026

•

6 min read

28 Oct 2026 - Jacaranda Debuts on ASX Following Successful $8M IPO

SCOTT NORTH
SCOTT NORTH
28 Oct 2026 - Gold Miners Trade at Discount After Selloff

Oct 28, 2026

•

5 min read

28 Oct 2026 - Gold Miners Trade at Discount After Selloff

SCOTT NORTH
SCOTT NORTH
27 Oct 2026 - Australia Refreshes Critical-minerals Strategy and Investment Prospectus

Oct 27, 2026

•

6 min read

27 Oct 2026 - Australia Refreshes Critical-minerals Strategy and Investment Prospectus

SCOTT NORTH
SCOTT NORTH
27 Oct 2026 - Codelco, BHP Launch $40M Copper Hunt in Northern Chile

Oct 27, 2026

•

5 min read

27 Oct 2026 - Codelco, BHP Launch $40M Copper Hunt in Northern Chile

SCOTT NORTH
SCOTT NORTH
26 Oct 2026 - Brazil confirms Lula’s re-election

Oct 26, 2026

•

5 min read

26 Oct 2026 - Brazil confirms Lula’s re-election

SCOTT NORTH
SCOTT NORTH
26 Oct 2026 - Gold's $4,000 Support Breaks, but Is the Selloff Overdone?

Oct 26, 2026

•

6 min read

26 Oct 2026 - Gold's $4,000 Support Breaks, but Is the Selloff Overdone?

SCOTT NORTH
SCOTT NORTH
Sunday Wrap - 25 Oct 2026

Oct 25, 2026

•

7 min read

Sunday Wrap - 25 Oct 2026

SCOTT NORTH
SCOTT NORTH
23 Oct 2026 - China’s September Tungsten Ores & Concentrates Imports

Oct 23, 2026

•

6 min read

23 Oct 2026 - China’s September Tungsten Ores & Concentrates Imports

SCOTT NORTH
SCOTT NORTH
23 Oct 2026 - Gold Juniors at Bargain Prices? Michael Gentile Predicts a Massive Mining Takeover Wave

Oct 23, 2026

•

6 min read

23 Oct 2026 - Gold Juniors at Bargain Prices? Michael Gentile Predicts a Massive Mining Takeover Wave

SCOTT NORTH
SCOTT NORTH

The Drill Down

The natural resources newsletter for people inside the industry.

© 2026 Kamoa Capital.
beehiivPowered by beehiiv