Read our article about Rick Rule’s PDAC 2026 speech: he warns the US$ could lose up to 75% purchasing power in 10 years and prefers ‘buy hate, sell love’ bets in micro-cap explorers, frontier markets, and offshore deepwater.
#PDAC2026 #Mining #Gold #Copper #Commodities
https://eresearch.com/2026/03/04/eresearch-reports/analyst-articles/pdac-2026-article-rick-rule-sees-double-bull-market-ahead/
PDAC 2026 Article - Rick Rule Sees Double Bull Market Ahead
At the PDAC 2026 Investment Leaders Forum, Rick Rule argued investors may be entering a rare period when precious metals and industrial commodities advance together. He tied the setup to governments devaluing currencies and decades of underinvestment in mining exploration and broader industrial supply. Rule said the US dollar could lose up to 75% of its purchasing power over the next decade, a backdrop that could lift the nominal price of gold and reprice hard assets. His framework is to build a conservative base first, then add selective higher-risk positions where the market shows hate or boredom. [more]
Read our article about Gustavo Pimenta of Vale S.A. (NYSE: VALE) at PDAC 2026 Toronto, on its global mining strategy.
Demand seen up 5–6x from AI + electrification. Vale’s plan uses existing assets + automation. Key edge is high-grade ore + scale.
Catalyst is execution + social license to close the valuation gap.
$VALE #PDAC2026 #mining #ironore #copper
https://eresearch.com/2026/03/02/eresearch-reports/analyst-articles/pdac-2026-gustavo-pimenta-outlines-vales-mining-of-the-future/
PDAC 2026 - Gustavo Pimenta Outlines Vale’s “Mining of the Future”
At PDAC 2026, Vale S.A. CEO Gustavo Pimenta outlined a five-pillar strategy at Vale that he believes can help reshape mining’s role in the global markets. He said mineral demand could rise five to six times, driven by electrification, AI infrastructure, and global development. However, mining company valuations remain low due to weak public perception. Vale plans to meet this demand by focusing on iron ore, copper, and nickel, leveraging existing infrastructure, automation, and lower-carbon products. Pimenta emphasized that execution and social license, not just production growth, will determine whether mining companies can close the valuation gap. [more]
Watch our video from PDAC 2026 with Mark Selby, Canada Nickel Company (TSXV: CNC), on the Crawford project in Timmins.
The nickel scale story focuses on multi-million tonne resources, ~$30/t vs $12/t costs, and ~1.5Mt CO₂ capture. Key catalyst is permitting and funding toward 2026 build.
$CNC #PDAC2026 #Mining #Nickel #lowcarbon #criticalminerals
https://eresearch.com/2026/03/31/industry/mining/mining-base-metals/pdac-2026-video-canada-nickel-expands-large-low-carbon-nickel-district/
PDAC 2026 Video - Canada Nickel Expands Large Low-Carbon Nickel District
At PDAC 2026, Mark Selby of Canada Nickel Company (TSXV: CNC) explains why scale is replacing grade in nickel development. The Crawford Project in Timmins shows how large, low-grade deposits can generate strong margins using modern mining methods. The discussion also covers district growth, funding structure, and carbon capture potential. With a projected $2.5 billion capital package and support from partners like Samsung SDI, the company is positioning itself as a supplier of low carbon nickel. The interview outlines how the nickel scale story is evolving as demand grows outside Indonesia. [more]
Watch our video from PDAC 2026 with Terry Lynch from Power Metallic Mines (TSXV: PNPN) on the Nisk Project in Quebec. Metallurgy came in at ~95% recoveries, and the project is now being viewed as a rare orthomagmatic system. PEA expected later this year.
$PNPN #PDAC2026 #Mining #Copper #Nickel #PGE
https://eresearch.com/2026/03/31/events/pdac-2026-video-power-metallic-mines-advances-high-grade-nisk-discovery/
PDAC 2026 Video – Power Metallic Mines Advances High Grade Nisk Discovery
Power Metallic Mines (TSXV: PNPN) is advancing the Nisk Project in Quebec, where recent metallurgy results have improved recoveries to roughly 95%. In a PDAC 2026 interview, CEO Terry Lynch discusses how the Lion Zone shifted the project from a nickel sulphide system to a rare orthomagmatic Ni-Cu-PGE discovery. The company has raised $50 million and is advancing a 100,000-metre drill program. A Preliminary Economic Assessment (PEA) is now targeted for later this year. Despite strong commodity prices and expanding land position, the stock has traded sideways, highlighting a potential disconnect between project progress and market valuation. [more]
Watch our video from PDAC 2026 with Thomas Ullrich from Aston Bay about the Storm Copper Project in Nunavut. Low capex plan. Funding in place. Exploration upside
$BAY #Copper #Mining #PDAC2026
https://eresearch.com/2026/03/26/events/pdac/pdac-2026-video-aston-bay-outlines-2028-production-for-storm-copper-ahead-of-upcoming-pfs/
PDAC 2026 Video – Aston Bay Outlines 2028 Production for Storm Copper Ahead of Upcoming PFS
Aston Bay Holdings (TSXV: BAY) is advancing the Storm Copper Project in Nunavut toward potential production by 2028. In a PDAC 2026 interview, CEO Thomas Ullrich outlined a low-capex development plan supported by ore sorting and a funding agreement with Ocean Partners. The project hosts high-grade near-surface copper, while new geophysical work is targeting deeper mineralization. Meanwhile, the Epworth project continues to deliver early exploration results, with new showings and initial drilling planned. The company remains free-carried at Storm through its partnership with American West Metals (ASX: AW1). [more]
Watch our video from PDAC 2026 with Peter Berdusco from Canada One Mining (TSXV: CONE) on the Copper Dome Project in BC. Near Copper Mountain, a 5-year permit is in place, targeting drilling next.
$CONE $HBM #mining #copper #PDAC2026
https://eresearch.com/2026/03/25/eresearch-reports/company-reports/canada-one/pdac-2026-video-canada-one-mining-targets-copper-next-to-copper-mountain-mine-in-bc/
PDAC 2026 Video – Canada One Mining Targets Copper Next to Copper Mountain Mine in BC
Canada One Mining Corp. (TSXV: CONE) is positioning its Copper Dome Project in British Columbia as a low-cost exploration play in a proven copper belt. In a recent PDAC 2026 interview, CEO Peter Berdusco outlined the company’s strategy, including its five-year drill permit, proximity to Hudbay Minerals’ Copper Mountain Mine, and ongoing work to refine drill targets. The project benefits from road access and nearby infrastructure, helping keep exploration costs lower than remote projects. With multiple zones identified and additional geophysical work underway, the company is working toward a future drill program aimed at advancing the project toward potential discovery. [more]
Watch our video from PDAC 2026 with Glenn Mullan from Val-D’Or Mining about Abitibi exploration projects in Quebec and Ontario.
He explains the prospect generator model, Eldorado Gold funded drilling, and working with Kirkland Lake Discoveries and Juno Corp.
$VZZ #mining #gold #exploration #PDAC2026
https://eresearch.com/2026/03/16/videos/videooftheday/pdac-2026-video-val-dor-mining-builds-value-through-royalties-and-exploration-deals/
PDAC 2026 Video - Val D’Or Mining Builds Value Through Royalties and Exploration Deals
At PDAC 2026, Glenn Mullan of Val D’Or Mining discussed the company’s exploration strategy and partnership model. Val D’Or Mining focuses on grassroots exploration in Quebec and Ontario and then options projects to partners who fund drilling. Eldorado Gold is the company’s main partner and is advancing multiple properties across the Abitibi region. Mullan also pointed to additional drilling activity from Kirkland Lake Discoveries and Juno Corp. The goal is to generate discoveries while building a portfolio of royalties from early-stage projects. This approach has roots in Mullan’s earlier companies, including Golden Valley Mines and Abitibi Royalties. [more]
Watch our video from PDAC 2026 with Sophy Cesar from Upside Gold Corp on the Kena project in British Columbia. Drilling starts in June with a resource update targeted this year.
$UG #gold #silver #copper #mining #PDAC2026
https://eresearch.com/2026/03/23/videos/videooftheday/pdac-2026-video-upside-gold-works-to-unlock-kena-historical-resource/
PDAC 2026 Video - Upside Gold Works to Unlock Kena Historical Resource
Upside Gold Corp. (CSE: UG) is advancing its Kena Gold-Copper Project in British Columbia following its January 2026 listing. CEO Sophy Cesar outlined plans to complete a 5,000-metre drill program this year, with results expected in September. The project hosts a 3.31 million ounce historical gold resource, which the company aims to upgrade to NI 43-101 standards by year-end. Upside Gold is also evaluating silver and copper contributions, which could expand the overall resource. The company is working with a lean team and existing infrastructure to advance the project in a cost-conscious manner. [more]
Watch our video from PDAC 2026 with Robert Boyd from Endurance Gold about the Reliance Gold Project in British Columbia. The company recently reported a 1.45Moz inferred resource and plans major drilling this year to expand the system.
#PDAC2026 #Gold #Mining $EDG $ENDGF
https://eresearch.com/2026/03/16/events/pdac-2026-video-endurance-gold-reports-first-resource-at-the-reliance-gold-project-in-bc/
PDAC 2026 Video - Endurance Gold Reports First Resource at the Reliance Gold Project in BC
At PDAC 2026, Robert Boyd of Endurance Gold outlined recent progress at the Reliance Gold Project in British Columbia. The company recently reported an inaugural inferred resource totaling 1.45 million ounces of gold and plans additional drilling to expand the system. An $8 million financing is expected to fund exploration, including step-out drilling and new target testing across the property. Several undrilled targets show encouraging geochemical signatures and strong gold values. The project sits near the historic Bralorne mining camp and continues to build momentum as the company advances drilling, metallurgical work, and early economic studies. [more]
RT by @EUinCanada: 🇪🇺 EU Day at #PDAC2026! Our breakfast showed how EU and partners advance resilient, sustainable raw materials & investments for Europe’s economic security.
Join our workshop on innovation and funding at the EU Booth, 12:00–1:30 EST.
Details👉 https://link.europa.eu/6T7kcn
#EUatPDAC
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https://nitter.net/EU_Growth/status/2028873579228778906#m
EU at PDAC 2026
Join us at Prospectors & Developers Association of Canada (PDAC) Convention in Toronto, as we unveil strategic projects, explore investment opportunities and present innovative technologies in the raw materials sector. 3 March is EU day at PDAC, including a R&I workshop and networking breakfast.
Chris Thompson
EU in Canada