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A Recap on the Day's Top Mining and Exploration News

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Latest Issues

Mining and Macro Collide on the Nashville Skyline

Last week in Nashville, the tone at the TG Macro Conference was unmistakable: the macro trade has migrated—decisively—into gold.

The theme landed like a newly minted shipment of precious metals into the Tether Vaults. On the final day, we...

3 months ago
20

The Great Capital Rotation: Witnessing the Unfolding Narrative of Capital Flows

I will first admit, the MSD Substack has been non-existent. For that, I apologize. Many followers will note that we launched the Clear Commodity Network about a year and a half ago. For all of 2025, my focus has been to scale the network up...

3 months ago
29

Launching the New Clear Commodity Network

Its been 15 months since I last published an article here on the MSDExtra Substack. Despite the lack of activity, I’ve not been without thoughts on markets, metals and global activities. I believe this is obvious given the amount of content...

2 years ago
7
1

Dipping Back Into Copper

News to Follow…

  • Toyota, Stellantis Blast Biden’s Plan to Boost Electric Car Sales

Stellantis NV and Toyota Motor Corp. blasted a Biden administration plan to squelch auto pollution, saying it would compel aggressive and unrealisti...

3 years ago
6

Critical Metals, Cold Wars and an Age of Consent

News to Follow…

  • BRICS Bank CFO Sees No Move Any Time Soon Toward Common Currency

While the members of BRICS - Brazil, Russia, India, China and South Africa - are pushing to conduct more trade between each other in local curre...

3 years ago
2

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