Carson Block Points to the Elephant: Why Snowline in the Yukon Is Too Big to Ignore

Carson Block of Muddy Waters Research just delivered one of the most unexpected calls of 2025, a bullish pitch on Snowline Gold (TSXV: SGD | OTCQB: SNWGF) and its massive Valley discovery in Canada’s Yukon.

Block argues the deposit is one of the few assets globally that can materially impact major producers such as Newmont Corporation, Barrick Mining Corporation, and Agnico Eagle Mines Limited, all of which continue to battle declining reserves.

A short seller going long is rare. A short seller going long on a junior gold explorer is almost unheard of. Snowline Gold’s discovery may be exactly the kind of elephant-scale asset the industry has been waiting for.

Is MP Materials’ Saudi Arabia Joint Venture the Turning Point in the Rare Earth Race

Is MP Materials’ (NYSE: MP) Saudi Arabia Joint Venture the Turning Point in the Rare Earth Race?

MP Materials just delivered one of the most pivotal announcements in the rare earth sector this decade. The company is teaming up with the United States Department of War and Saudi Arabia’s mining giant Maaden to build a major rare earth refinery in the kingdom.

This move strengthens US national security interests deepens economic ties with Riyadh and positions MP Materials as a global force far beyond Mountain Pass. With the stock up and momentum accelerating this new US–Saudi partnership marks a historic step in diversifying the rare earth supply chain and challenging China’s dominance.

A defining moment for critical minerals. And a defining moment for MP Materials.

What Happens When Wall Street’s Most Cautious Voice Turns Bullish on Gold?

What Happens When Wall Street’s Most Cautious Voice Turns Bullish on Gold?

UBS lifted its mid-2026 gold forecast to $4,500 an ounce, raised its upside case to $4,900, and reaffirmed that the macro stars remain aligned for sustained momentum.

Fiscal strain, rate cuts, negative real yields, and unprecedented central-bank buying have transformed gold from a defensive asset into a high-conviction trade. When even UBS steps forward with a Ferrari-red forecast, you know the narrative has changed.

Gold’s Overton window isn’t shifting, it’s exploding outward.

Chris Wright Confirms U.S. Nuclear Promises Are Turning Into Projects

America’s nuclear momentum is accelerating fast. Energy Secretary Chris Wright has made it clear that the Energy Department’s loan office will direct the bulk of its financing to nuclear power as the U.S. prepares for a massive new reactor buildout under President Donald Trump’s executive order.

Major companies are already reshaping the landscape. Alphabet Inc., Amazon, Meta, and Microsoft are investing heavily to secure the energy needed for AI expansion. The federal government’s recent $80B agreement with Westinghouse Electric Company marks a turning point with CEO Dan Sumner confirming the AP1000 will anchor future builds. Ownership partners Cameco Corporation and Brookfield Asset Management are fully aligned, with Cameco COO Grant Isaac highlighting strong investor interest.

With political will, private capital and federal financing converging, the United States is positioning itself for a historic nuclear renaissance that could reshape the grid for generations.

Thanks for reading this week's newsletter!

We appreciate you taking the time to stay informed and ahead of the game.