JuniorMining.gold

 Quantum battery paper shows superextensive power scaling – but the ITO layer’s indium is the real bottleneck. We map the zinc-indium supply chain, Korea Zinc/Teck moves, and the US junior with America’s largest indium resource. Junior Mining Gold — Mine Data. Find Your Edge. Achieve Alpha. Produced by: https://juniormining.gold  https://x.com/JnrMiningGold Disclaimer: The content of this podcast...

What if the greatest power-law investment game on earth has been running in public markets for decades — and nobody told you? Episode Ten of Junior Mining Gold opens with a number: 1,082%. That's not a stock. That's a portfolio XIRR across 338 investments. And it frames everything that follows. Dusty Nugget makes the structural case that junior mining is venture capital's superior public-market eq...

What happens when the silver market stops being priced by belief… and starts being priced by delivery? In this episode of Junior Mining Gold, we break down the growing case for a “physical-first” silver regime — and why recent rule changes by the Securities and Exchange Board of India could institutionalize a durable new source of demand for precious metals. Then we turn to one of mining’s most ex...

In December 2024, China pulled a lever that exposed one of America’s most dangerous supply chain vulnerabilities—and almost no one noticed. Antimony, a critical metal essential for ammunition, batteries, flame retardants, and defense systems, suddenly became restricted. The United States produces none domestically and depends almost entirely on foreign supply. Overnight, a forgotten industrial min...

Across mining cycles, the most explosive value creation occurs not at discovery—but at the moment a project crosses the threshold into production. This is the inflection point when geological promise becomes industrial reality. The following eleven companies represent that exact transition: fully permitted or near-permitted projects, with feasibility-defined economics, secured infrastructure pathw...

Copper is becoming the quiet choke point of the modern economy. Electric vehicles, renewable grids, AI data centers, and defense systems are all converging on one metal—and the world isn’t producing it fast enough. New mines take decades to permit. Ore grades are falling. Processing is concentrated in China. Recycling and substitution can’t close the gap. In this episode, we break down why copper...

In junior mining, most "failures" aren't bad rocks—they're mistimed assets crushed by debt and weak cycles. Dusty Nugget uncovers a fully permitted gold mill—8,000+ m² of infrastructure, proven flowsheet, expansion-ready to 1,800 tpd—that went bankrupt not because it couldn't produce, but because gold didn't cooperate... until 2025's explosive prices changed everything. A disciplined team spots th...

Most investors obsess over drill results. The best outcomes in junior mining are decided long before the assays come back. In this episode of JuniorMining.gold, host Dusty Nuggets breaks down the most mispriced factor in the junior resource sector: the exploration team itself. Not the press releases. Not the headline grades. The people making the decisions. Dusty walks through two very different c...

Everyone in gold investing thinks they know what the scarce asset is: ounces, grade, or jurisdiction. But since about 2018, the real bottleneck in North American gold has quietly shifted. It isn’t geology—it’s permission. In this episode of Dusty Nuggets by JuniorMining.gold, we break down how gold mills in Canada and Alaska have become strategic infrastructure, much like power plants, data center...

In this episode of Junior Mining Gold, Dusty Nugget walks through a real-time investor decision: two junior miners he owns, two very different trajectories, and one hard question—if you could only back one structure (not one stock), which company survives the next five years? Dusty breaks down XXIX Metal Corp, an Ore Group–incubated copper developer built around two past-producing, brownfield proj...

Most people think mining is about finding gold. It isn’t. Gold is easy to find. The hard part—the part that actually makes money—is extracting it cheaply, consistently, and at scale. In the debut episode of Junior Mining Gold, host Dusty Nugget takes a long, unsentimental walk through Marmota’s portfolio to explain how real mining businesses are built—and why most junior miners never make it out o...