Mining in 2026: Where Capital Actually Goes

Описание: Mining enters 2026 from a position it hasn’t held in years: structural relevance. This is not a speculative rebound or a momentum trade. It’s a recognition cycle — driven by supply constraints, execution risk, geopolitics, and capital discipline.

In this livestream, Andrew O’Donnell breaks down what’s changing beneath the surface:
Why gold margins are high, but discipline now matters more than leverage
Why copper has shifted from a demand story to a hard supply problem
How strategic minerals are now viewed as dependencies, not growth narratives
What private capital signals (like Neovon’s $215M raise) tell us about where funding is moving before public markets react

We’ll also walk through select company examples — including Goliath Resources, Power Nickel, Nevada Organic Phosphate, and Ares Strategic Mining — through a Drillsheet lens, focusing on execution, conversion, metallurgy, and scalability rather than headlines.

The core message for 2026 is simple:
This is not a cycle for chasing everything. It’s a cycle for filtering correctly.
Insight is alpha — but only if it’s disciplined.



#Mining #CriticalMinerals #Commodities #Gold #Copper #Mining2026 #SupplyConstraints #CommodityCycle #EnergyTransition #Geopolitics #CapitalDiscipline #MineDevelopment #Permitting #Infrastructure #ExecutionRisk #RareEarths #Fluorspar #Phosphate #BatteryMaterials #TheMarketMindset #Drillsheet #ResourceInvesting

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