Mine EX-Plorers — EP61: Copper Shock, Sulfur Shortage & U.S. Exploration Surge

Описание: In Episode 61, we’re back in the studio with Blue (who may or may not be in charge of the house) to break down what feels like a major turning point across mining markets, supply chains, and exploration.

And for the first time in a while…

Gold, silver, and copper are all moving higher again.

💡 In this episode, we cover:
⚡ Metals Are Back on the Move
Gold pushing back toward $4,800/oz
Silver recovering after extreme volatility
Copper back around $6/lb — and climbing
⚠️ Robert Friedland’s Warning (This One Matters)

A major supply risk that isn’t getting enough attention:

~20% of global copper production relies on sulfuric acid
~50% of the world’s sulfur flows through the Strait of Hormuz
China is moving to ban sulfuric acid exports

If those pressures stack up…
we could be looking at real supply disruption in copper — not just price speculation.

🌍 The Bigger Picture
Energy disruption hasn’t fully hit supply chains yet
Fertilizer, food, and industrial inputs are all connected
Markets may be pricing in “resolution”… while impacts are just beginning
🗺 The States of Exploration (New Column)

We also break down insights from my latest article in North American Mining Magazine:

Exploration activity in key western states is up ~40% in 5 years
Nevada still dominates (gold + lithium)
Arizona is driving the copper pipeline
Alaska and Idaho are seeing major growth
Utah is quietly becoming a critical minerals hub

👉 The takeaway:

Exploration in the U.S. is not just active — it’s accelerating.

🔧 What We’re Seeing on the Ground
Burgex teams are flat out across the West
New drilling programs ramping up
Arizona expansion underway
And… we’re testing a new drone-based exploration technique 👀

🎯 Subscribe for more:    / @mineex-plorers  

👇 What do you think happens first:
Copper supply disruption… or a major new discovery?

#MineEXPlorers #MiningPodcast #Copper #CriticalMinerals #Exploration #Gold #Silver #SupplyChain #MiningIndustry