$ORLA Tape Reports
Per Ticker.id: $ORLA Tape Reports — 2 podcast mentions across 1 podcast (30 days), latest 2026-08-26 12:58 UTC.
And good morning, everybody. Welcome back to the Mining Stock Daily Morning Briefing. It is Wednesday, August 26th, and this morning we've got copper setting records in New York, Ontario threatening to cut off energy and critical minerals. To the US. And gold giving back a bit of ground after a strong run. It is off about 0.8% to $4,622 an ounce. It's a modest pullback after recent strength. Silver is up 0.2% to $68.78. Copper, it gave back a fraction, off about 0.17% to $6.70 a pound. But copper did hit a record in New York overnight and is closing in on all-time highs in London. The driver is the U.S. tariff threat, which has been pulling metal into American warehouses at an accelerating pace, turning what has a— what was a comfortable global surplus into a scarcity in markets outside of the United States. Inventory is being redistributed rather than consumed, and the dislocation is raising real questions about where copper goes once those flows slow or reverse. And on the trade front, Ontario Premier Doug Ford escalated the trade war rhetoric yesterday, threatening to cut off electricity and critical mineral exports to the United States in retaliation for President Trump's threats on Canadian autos and steel. It's a significant statement given that Ontario supplies power to New York State and Michigan. And that Canadian critical minerals underpin U.S. manufacturing supply chains. It's the strongest language yet from a Canadian official, and it puts resource and energy supply chains squarely back at the center of the trade standoff. We'll get to the news out of the miners and explorers here in just a moment, but first, a quick mention of today's sponsor. Today's morning briefing is brought to you by Equinox Gold. Equinox is North America's new senior gold producer. It's a title that became official in July with the completion of a business combination with Orla Mining, creating a multi-mine gold platform anticipated to produce 1.1 million ounces annually with a clear pathway to more than 1.9 million ounces through high-quality North American growth projects. Equinox Gold trades on the Toronto Stock Exchange and the NYSE American with the symbol EQX.
Trevor Hall — Mining Stock Daily · Morning Briefing: Vizsla Copper Hits Long High-Grade Copper Intersection at Woodjam · 2026-08-26Good morning, everybody. Welcome back to this morning's Mining Stock Daily Morning Briefing. Hump day here and CPI day, Wednesday, August 12th. It is a strong morning for precious metals. Gold is up 1% at time of recording to $4,413 an ounce. Silver's up 2.5% to $66.31. Platinum, it's the outperformer this morning, up 2.7% to $1,802. Copper is modestly higher, up about 3/4 to $6.64 a pound. As I said, all eyes are this morning are on the July CPI inflation report, which is expected to be the most significant macro data point of the week for markets and for the Fed. Economists are forecasting a 0.2% increase in the headline consumer prices, which would nudge the annual rate down to 3.4%, while core inflation is estimated at 0.1% monthly and 2.5% annually. Both prints that would be consistent with continued progress towards the Fed's 2% target and could all but lock in a September rate cut. A surprise to the upside would complicate that picture significantly. Copper is back near record territory as an outage at the Gresik smelter in Indonesia began. That is the plant that processes ore from the giant Grasberg mine. The outage compounds an already severe supply squeeze. Operators Mitsubishi Materials and PT Freeport Indonesia shut the facility after a boiler leak on August 8th and have not set a restart date. London benchmark copper has held above $14,000 a ton for an unprecedented run of sessions. COMEX contracts for 2007 delivery are already trading above $7 a pound. We'll get to the news out of the miners and explorers here in just a moment, but first, a quick mention of today's sponsor. Today's morning briefing is brought to you by Equinox Gold. In late July, Equinox closed its merger with Orla Mining, creating a new North American senior gold producer with a clear path to nearly 2 million ounces of annual production from an internally funded growth pipeline. Equinox Gold trades on the TSX and the NYSE American, both under— both with the symbol EQX.
Trevor Hall — Mining Stock Daily · Morning Briefing: Copper's Squeeze Continues to Tighten · 2026-08-12