Why "Sell in May" is a Losing Strategy for Resource Investors in 2026

While Wall Street packs up for the beach, geologists and drill crews in the Yukon and the Athabasca Basin are just getting to work.

Between the global energy shortage, sovereign defense pushes, and AI's massive nuclear energy demand, the resource sector's biggest catalysts are unfolding right now. We are seeing major developments and aggressive summer drill programs from companies like:

• Snowline Gold Corp. (TSX: SGD)

• Teck Resources Limited (TSX: TECK.B)

• NexGen Energy Ltd. (TSX: NXE)

Which companies are you watching closely this drilling season?

"You Can't Fire a Bullet Without Antimony": The Critical Mineral Fueling Defense and AI

The global race for critical minerals is reaching a tipping point, and a relatively obscure metal is at the center of the storm. As Gary C. Evans recently highlighted, modern warfare and tech infrastructure simply do not function without antimony. 

It is the non-negotiable ingredient in munitions primers and laser-guided missiles, while simultaneously serving as the premier industrial flame retardant keeping hyper-scaling AI data centers from overheating.

For decades, the U.S. has relied on foreign supply chains for this resource, but that is rapidly changing. Domestic operators like Americas Gold & Silver (NYSE American: USAS) and United States Antimony Corporation (NYSE American: UAMY) are now investing heavily to revitalize North American infrastructure and secure our supply chain.

Is the broader market underestimating the severity of the critical minerals squeeze as the AI boom accelerates?

Kalo Gold's High-Flying Hunt for Epithermal Treasure: X-Raying the Islands

Rapid operational progress is unfolding at Kalo Gold Corp. (TSXV: KALO | OTCID: KLGDF) as the company advances a massive 6,212-kilometre heli-mag survey over the Vatu Aurum Project in Fiji.

By utilizing a tri-sensor magnetometer system to gather horizontal gradient data, this initiative essentially takes an X-ray of the earth's crust to map structural corridors and intrusive bodies.

Strategic execution of this ambitious geological undertaking is being driven by Terry Tucker, Andy Randell PGeo, and the technical experts at SGDS Hive. Precision mapping of the Aurum Prime and Wainikoro targets is the ultimate way to de-risk exploration for low-sulphidation epithermal gold before the drill bits ever touch the dirt.

How does the market value advanced geophysical surveying in early-stage junior mining exploration?

Eric Nuttall Warns of Historic Oil Crisis and Imminent Demand Rationing

The world is barreling toward a historic energy crisis. Eric Nuttall, partner at Ninepoint Partners, warns the ongoing Strait of Hormuz blockade could force global oil rationing within weeks, potentially driving crude to US$150 a barrel just to crush demand.

With global inventories crashing to all-time lows, the market is desperately pivoting away from Middle Eastern reliance and toward secure North American supply. To capitalize on this shift, Nuttall’s fund is betting heavily on Canadian heavyweights:

• Suncor Energy Inc. (TSX: SU) and Cenovus Energy (TSX: CVE) for their massive free cash flow yields.

• Strathcona Resources Ltd. (TSX: SCR) for aggressive growth and special dividends.

• Athabasca Oil Corporation (TSX: ATH) as a major turnaround play targeting $20/share.

Are you adjusting your portfolio for this massive supply shock? 

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