Darrell Fletcher – From Tariffs to Trade Flows, What’s Driving Commodity Prices Now?





























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Company Interviews From This Week – GTWO, ABRA, AZT, VZLA, TEX, PNPN, TSK, BLLG, ELE
Here’s the Sunday post on our Substack recapping all the company interviews from the last week. We hope you all have a great Sunday! …

Elemental Altus Royalties – Record Annual Q1 2025 Revenue And Operating Cash Flows, With More Growth On Tap
Fred Bell, CEO of Elemental Altus Royalties (TSX.V:ELE) (OTCQX:ELEMF), reviews the key takeaways from their Q1 2025 financials,including record quarterly revenues, EBITDA, and cash flows. We also discuss the financial and development growth on tap for 2025, with updates at key royalty partner operations.

Marc Chandler – Return of Tariff Volatility, Currency Shifts, and the Rise of the “Sell America” Trade
In this KE Report daily editorial, we welcome back Marc Chandler, Managing Partner at Bannockburn Global Forex and Editor of Marc to Market, to…

Blue Lagoon Resources – Near-Term Gold Production In BC and Exploration Growth Strategy
In this KE Report company introduction, we speak with Rana Vig, President and CEO of Blue Lagoon Resources (CSE:BLLG – OTCQB:BLAGF), a company on…

Talisker Resources – Ore From The Mustang Mine Is Being Trucked Over To Nicola Mining’s Craigmont Mill For Processing And Ramp Up Into Gold Production
Terry Harbort, CEO of Talisker Resources (TSX: TSK) (OTCQX:TSKFF), reviews the renewed the milling agreement with Nicola Mining Inc. in connection with processing run of mine material from the Mustang Mine at Nicola’s Craigmont Mill located in Merritt, British Columbia. The company has been trucking of run of mine vein material extracted from the 1060 and 1075 development levels since May 11th with processing to begin in June.

Brien Lundin – Junior Gold & Silver Stocks Outperforming, Drill Plays Of Interest
In this KE Report Daily Editorial, we reconnect with Brien Lundin, Editor of the Gold Newsletter and Host of the New Orleans Investment Conference…

Power Metallic Mines – Fully Funded 100,000m Drill Program Underway at NISK Project
In this KE Report Company Update, we’re joined by Terry Lynch, CEO of Power Nickel Mines (TSX.V:PNPN – OTC:PNPNF – FRA:1VV), to discuss the…

Targa Exploration – Financing, Share Consolidation, and 2025 Drill Plans at Opinaca Gold Project
In this KE Report company update, we welcome back Cameron Tymstra, President and CEO of Targa Exploration (CSE:TEX – OTCQB:TRGEF – FRA:V6Y), to discuss…

Vizsla Silver – Resuming Field Work and Acquiring The Santa Fe Claim Package, Including A Producing Mine
In this company update, I’m joined by Mike Konnert, President and CEO of Vizsla Silver (NYSE:VZLA – TSX:VZLA), to discuss two major developments: the…

Aztec Minerals – $3.6M Financing Closed, Land Package Expanded at Tombstone
Simon Dyakowski, President and CEO of Aztec Minerals, outlines the company’s growth strategy at the Tombstone Gold-Silver Project following a successful $3.6M financing and…

Dave Erfle – Flood of Capital into Juniors & Silver Stocks Outperformance
Dave Erfle, Founder and Editor of Junior Miner Junky, joins us to discuss the powerful shift now unfolding across the junior mining sector. After…

AbraSilver Resource – Early Phase 5 Drilling Intersects 31.0 Metres Grading 10.0 g/t Gold For The Best Gold Intercept To Date At Diablillos
John Miniotis, CEO and David O’Connor, Chief Geologist of AbraSilver Resource Corp (TSX: ABRA) (OTCQX: ABBRF), review their best gold intercept to date from the early part of the ongoing Phase V exploration program, at their wholly-owned Diablillos property in Salta Province, Argentina.

G2 Goldfields – 3.1Moz Gold Resource, New High-Grade Discovery & Growth Ahead in Guyana
In this episode, I’m introducing G2 Goldfields (TSX.V:GTWO – OTCQX:GUYGF), a gold exploration company rapidly gaining attention following a major high-grade gold discovery and…

Erik Wetterling – Key Takeaways From 2 Mining Conferences, And Value Proposition In Multiple Resource Companies In Attendance
Erik Wetterling, The Hedgeless Horseman, review the key investing themes and takeaways from the 2 mining conferences and also highlights 11 different resource companies that caught his attention at the 2 events, either as portfolio positions, or new companies that he is doing more due diligence on.

Company Interviews From This Week – SIG COSAF CRCL PREM NFLD DMX REDC HSTR
Each of these interviews dives into major updates from companies advancing high-grade exploration or restarting production across North America, Africa, and Europe. From Yukon gold…

Heliostar Metals – Exploration and Production Update: La Colorada Drill Results, Q1 Operational Strength
Charles Funk, President and CEO of Heliostar Metals (TSX.V:HSTR – OTCQX:HSTXF – FRA: RGG1), returns to the KE Report to discuss the latest drill…

Red Canyon Resources – Exploration Update: A Portfolio Of Copper-Gold Assets In BC and The Western US
Red Canyon Resources (CSE:REDC – OTCQB:REDRF) is advancing a portfolio of 8 100%-owned copper and copper-gold projects across British Columbia and the Western U.S….

Exploits Discovery – Hawkins Property Acquisition, Ontario, and Newfoundland Exploration Strategy
A strategic pivot expands Exploits Discovery’s footprint into Ontario, while exploration and discovery efforts continue in Newfoundland. In this company update, we reconnect…

Premium Resources – Advancing 2 Past Producing High-Grade Copper-Nickel-Cobalt Projects in Botswana
Morgan Lekstrom, CEO of Premium Resources (TSX.V:PREM), outlines how the company is unlocking value from two past-producing, high-grade critical metal assets in Botswana. …

Corcel Exploration – Company Overview: Yuma King Project, Past Producing High grade Copper-Gold In Arizona
Jon Ward, CEO of Corcel Exploration (CSE:CRCL), joins me to introduce this new exploration company focused on the historic Yuma King Copper-Gold Project in…