#kinross-gold-kgc

#kinross-gold-kgc

BMO believes Americas Gold has the expertise to execute its optimization strategy, particularly at the Galena Complex, and sees the company's approach increasing free cash flow generation as production grows organically.

US and Israeli airstrikes on Iran have prompted Iran's Revolutionary Guard to declare the Strait of Hormuz closed, a critical chokepoint for global energy flows, and the conflict has now spread across multiple countries. The paradox for investors: an energy shock lifting oil prices is simultaneously crushing the metals complex.

When geopolitical stress spikes, gold and silver are where nervous capital runs. And right now, there's plenty to be nervous about. Geopolitical tensions, including the ongoing Iran war reshaping energy markets, U.S. actions related to Venezuela, and global trade and tariff uncertainty, are pushing investors into gold and silver as stores of value.

Why it matters: Positive stock performance helps explain why so many free-market capitalists have signed onto something that seems more socialist than not. And why others will do so when given the opportunity. By the numbers: The White House appears to have agreed to equity deals with nine companies, most which are publicly traded. The public cohort saw their share prices climb an average of 85% between the time of announcement (or press leak, if earlier) and yesterday, per an Axios analysis.

It's a little-known fact that Columbia University, in Manhattan, was home to the first mining school in America-the School of Mines-founded in 1864. For the past three decades, the university's program has been mothballed. Parts of its curriculum were subsumed into the more fashionable subjects of earth and environmental engineering. But next fall, Columbia University will offer a bachelor of science degree in mining engineering once again.

After nearly a decade spent transforming Endeavour Mining into one of the world's ten largest gold producers, de Montessus is returning to what has long defined his career: building scale, discipline and credibility in frontier markets where volatility is the rule rather than the exception.

Mexico's Attorney General's Office said on Monday that authorities have identified five bodies found at a property in El Verde, a rural locality in the state of Sinaloa, and are working to identify the remains of five other people. It is important to note that prosecutorial authorities have remained in contact with the victims' relatives, the office said in a statement. In the cases where the bodies have already been identified, they will be transferred to the states of Zacatecas in two cases, as well as to Chihuahua, Sonora, and Guerrero, it added.

Britain's only tin mine could end up exporting much of its future production to the United States after the American government signalled it is prepared to provide up to $225 million (£166 million) in financing to revive the historic South Crofty site in Cornwall. Cornish Metals, which is working to bring the South Crofty mine near Camborne back into production, has received a letter of interest from the Export-Import Bank of the United States (Exim),

Amazon's data centers will reportedly utilize copper from a mine in Arizona that's leaching metal from ores using microorganisms, the Wall Street Journal reports. Amazon Web Services will be the first customer for Nuton Technologies, which developed the "bioleaching" technology. AWS will also be providing "cloud-based data and analytics support," helping to optimize Nuton's mining process. Nuton's bioleaching method uses naturally-occurring microorganisms to extract copper from low-grade ore that would otherwise be too expensive to mine,

Last week, President Donald Trump announced that he had established a framework surrounding a deal over Greenland's future, one that guarantees the U.S. will be "involved" in the island's mineral rights. But despite easing tensions with NATO countries after months of increasingly hostile rhetoric over ownership of the Denmark-administered territory, Trump's shrinking pool of friends in Europe could foil his plan to extract the valuable minerals hidden under the ice.

But after decades of outsourcing tungsten production, the federal government has now begun restricting imports. United States Tungsten founders Stacy Hastie and Randy Waterfield saw this coming. They're reviving what was once America's largest tungsten mine, the Tungsten Queen. It's a site holding an estimated 1 million tons of tungsten with an in-ground value approaching $450 million, the company says. And it says it is already in talks with the U.S. Government.

This possible deal was confirmed by Rio Tinto recently, with a statement confirming that it was engaged in discussions with Glencore with a view to combining "some or all of their businesses". The wide nature of this statement has led to intense speculation about what it could mean for the global markets, particularly copper. These same companies were locked in talks a year ago, but it ended with no agreement being reached.

Critical Metals ( NASDAQ:CRML ) shares rocketed 32.6% higher yesterday after the company announced the first assay results from its 2025 drilling program at the Tanbreez rare-earth project in southern Greenland. The results confirmed additional high-grade intersections across the Fjord Deposit and Upper Fjord areas, building on prior drilling success. The stock has now surged approximately 158% year-to-date in 2026 as investors bet on the project's advancement toward a pilot plant launch targeted for May.

Live Coverage Updates appear automatically as they are published. Newmont Corporation reports Q4 fiscal year 2025 earnings today, February 19, 2026. Analysts will be watching for whether the company can maintain the momentum from its exceptional 2025 performance. Shares have surged 39.76% since the Q3 earnings release in late October. Here's what matters when Newmont reports. What Wall Street Expects Revenues: $6.25 Billion Adjusted EPS: $2.03 GAAP EPS: $2.11 Gross Margin: 67.8%

With the price of a single ounce of gold now currently hovering around $4,700 (right around its all-time high), the question of course is whether it's too late for investors to dive in. I'm of the view that this momentum rally is probably warranted. That's in part due to the underlying fundamentals of gold and its overall market capitalization relative to stocks (which is still low, despite its recent rally).

Helping, Deutsche Bank upgraded ALB to a buy rating with a $185 price target. Analysts at Baird also upgraded ALB to a buy with a price target of $210. "We are incrementally positive given the recent increase in lithium prices... and our view that demand strength stemming from stationary storage will continue to propel ALB higher," Baird analysts wrote, as noted by Seeking Alpha. Analysts at Truist also just upgraded ALB to a buy rating with a price target of $205.