Mining Stock Daily

Fred Bell, COO of Elemental Royalty, joins the program to provide a corporate update following a landmark period that included a NASDAQ listing and the expansion of the company's credit facility to $200 million,. The conversation highlights significant operational milestones, such as first production at the Chapi copper mine and the de-risking of the Cactus project through Hudbay’s recent acquisition. Bell also details the rapid success of the company’s royalty generation strategy, which has attracted tier-one partners like Rio Tinto and BHP to advance its diverse global portfolio. To conclude, the episode delves into Elemental’s pioneering dividend policy, which gives shareholders the option to receive their yield in cash or gold-backed Tether Gold (XAUT) tokens.

At PDAC 2026, Ian Wagner speaks with Chris Gordon of Tocvan Ventures about the company’s transition from explorer to developer at its Gran Pilar project in Sonora, Mexico. They discuss 20,000 meters of drilling, a fully permitted pilot mine targeting first gold production, and upcoming catalysts including a maiden resource and economic study.

Sam Leung, Chief Executive Officer and Director of Centauri Minerals, provides a thorough introduction to the company, their eventual spin-out from Aldebaran, and the updated mineral resource published earlier this week for the Rio Grande Project in Salta, Argentina.

At PDAC 2026, Ian Wagner speaks with Jason Mercier of Pan Global Resources about advancing its copper and tin discoveries in Spain. The company outlined its 36-million-tonne maiden resource, plans to drill 10,000 meters in 2026, and its strategy to grow toward a 100-million-tonne standalone operation.

North American Iron will be the United States' first domestic producer of merchant pig iron, says CEO Jim Bougalis. Bougalis spoke to Mining Stock Daily's Michael McCrae at PDAC 2026 convention in Toronto. North American Iron plans to enter the U.S. merchant pig iron market, which currently relies on imports. North American Iron, alongside its sister company Calumet Reclamation Company, intends to reclaim legacy iron ore from the Hill Annex Mine in Minnesota without initiating new mining operations. This material will be transported by rail to a proposed facility in Minot, North Dakota. The North Dakota plant is designed to use a Tenova hydrogen-based reactor to produce 2 million metric tonnes of pig iron annually. According to the company, this process is projected to reduce carbon emissions by 96% compared to conventional blast furnaces. North Dakota was selected as the processing site to utilize the region's natural gas resources and carbon sequestration capabilities. With permitting underway, the company is preparing for detailed engineering and construction, targeting production by 2029.