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Is gold facing another correction before the next major liquidity upswing? Michael Howell of CrossBorder Capital joins Trevor Hall on Mining Stock Daily to discuss global liquidity, China’s gold demand, the debt refinancing wall, and his outlook for 2027. Recorded in London during LME Week, this conversation explores why Howell believes financial markets are entering a difficult phase—even as parts of the real economy remain strong. He explains how AI capital spending and rising refinancing needs compete for liquidity, and why Treasury bills, bank reserves, and repo markets deserve more attention than interest rates alone. Howell also lays out his case that China’s monetary expansion is an underappreciated driver of gold prices. Could gold help anchor a more divided international monetary system? And why does he favor bonds tactically while remaining bullish on gold, commodities, and hard assets over the longer term? We discuss:• The global liquidity downturn and a potential 2027 turning point• “Treasury QE,” debt monetization, and the changing role of the Fed• Monetary inflation versus energy and supply-side pressures• AI capital spending, credit stress, and the debt maturity wall• China’s debt problems and demand for gold• Bitcoin, the yield curve, and indicators of a liquidity recovery• What would actually force the Federal Reserve to intervene Follow Michael Howell’s research:Capital Wars on SubstackInstitutional research: https://glindexes.com More from Mining Stock Daily and the Clear Commodity Network:https://clearcommodity.net Subscribe for more conversations on gold, commodities, mining, and global markets.

Meridian Mining CEO Gilbert Clark joins Trevor Hall during LME Week in London to discuss the market's response to the definitive feasibility study for the Cabaçal copper-gold project in Brazil. With an after-tax NPV exceeding $2 billion and an IRR of 108%, Meridian is now advancing project financing and commercial discussions with smelters and trading houses. Clark outlines the company's path toward construction, targeting initial ramp-up in late 2028 and free cash flow in 2029. The conversation also covers the strategic value of Cabaçal's high-quality copper concentrate, financing considerations, Brazil's political landscape, and plans to significantly expand exploration spending across Meridian's broader copper-gold portfolio.

Valhalla Metals CEO Sorin Posescu joins Ian Wagner to introduce the company’s Sun and Smucker copper, zinc and silver projects in Alaska’s Ambler Mining District. He explains the history of Sun’s resource, the recent acquisition of Smucker from Teck, and the strategic investment from Marubeni. Valhalla plans to test extensions of Sun’s known mineralization and explore new targets, while working to bring Smucker’s historic resource up to current reporting standards. Posescu also discusses pending assays from the 2026 drill program, access to the remote projects, the proposed Ambler road, and how the company plans to fund further drilling in 2027.

Tudor Gold CEO Joe joins Ian Wagner to discuss drilling at the Perfectstorm target at the Treaty Creek project in British Columbia’s Golden Triangle. Recent results point to a copper-gold porphyry alongside an epithermal gold zone, prompting Tudor to expand its program beyond its original plan. Three rigs remain active, with more assays expected as the company works toward a maiden resource. Joe explains why drilling at CBS has taken a back seat, updates the permit timeline for underground access to Goldstorm’s SC-1 zone, and outlines the Goldstorm economic study. The conversation closes with Tudor’s efforts to resolve the Seabridge dispute and consolidate Treaty Creek ownership.

Elemental Royalties CEO Fred Bell joins Trevor Hall in London during LME Week to discuss the company's decision to sell its project generation business to Carlin East and sharpen its focus on becoming a pure-play royalty and streaming company. Bell explains how the transaction could reduce annual overhead by $6–7 million while preserving exposure to early-stage royalty opportunities. The conversation also examines Elemental's evolving shareholder base, Tether's continued support as its largest shareholder, and the potential for improved margins following its recent acquisitions. Bell also addresses the company's recent share price weakness and what could drive a future re-rating.

Liberty Gold has reported results from its 2026 drilling at the Black Pine gold project in southeastern Idaho.  Canagold Resources reports results from its New Polaris gold project in northwestern British Columbia.  Kodiak Copper has started metallurgical testing at its MPD copper-gold project in southern British Columbia.  Minaurum Silver has discovered a blind vein at its Alamos silver project in Sonora, Mexico.  Fireweed Metals has received conditional approval to move its shares from the TSX Venture Exchange to the Toronto Stock Exchange.  Critical Metals Corp has cleared a hurdle in its proposed acquisition of European Lithium. Today's episode of Mining Stock Daily is brought to you by… Revival Gold. Revival Gold is one of the largest pure gold mine developer operating in the United States. The Company is advancing the Mercur Gold Project in Utah and mine permitting preparations and ongoing exploration at the Beartrack-Arnett Gold Project located in Idaho. Revival Gold is listed on the TSX Venture Exchange under the ticker symbol “RVG” and trades on the OTCQX Market under the ticker symbol “RVLGF”. Learn more about the company at revival-dash-gold.com The Mining Stock Daily morning briefing is produced by Clear Commodity Network. It is distributed throughout the world through your podcast network of choice, and at Clear Commodity Network. The information presented should not be considered investment advice. Mining Stock Daily and its affiliates are not responsible for any loss arising from any investment decision in connection with the material presented herein. Please do your own research or speak with a licensed financial representative before making any investment decisions.

Magna Mining CEO Jason Jessup joins Mining Stock Daily to discuss the newly released pre-feasibility study for the Crean Hill copper-nickel-precious metals project in Sudbury, Ontario. The study outlines an after-tax NPV of C$251 million, a 43% IRR, and a 1.5-year payback period, with construction approved to begin in 2027. Jessup breaks down the project's capital requirements, potential funding through cash flow from the Levack mine, and the significant contribution of precious metals to Crean Hill's economics. The conversation also explores nickel price upside, new exploration targets, ongoing off-take negotiations, and Magna's strategy to advance two mining operations while positioning the company for a potential market re-rating.

Yukon Metals CEO Jim Coates joins Ian Wagner to discuss drilling at the Viper prospect on the AZ project in western Yukon. Three deep holes intersected porphyry-style alteration and copper, gold, and molybdenum mineralization, with copper values generally increasing at depth. Coates says the results suggest drilling reached the upper levels or margins of a larger system. Soil sampling and geophysical surveys point to a prospective corridor extending east and southeast of the holes. Viper is now the company’s priority target at AZ. Yukon Metals plans to use this year’s results to guide drilling toward a potentially higher-grade core next year.

Scorpio Gold CEO Zayn Kalyan joins Ian Wagner to discuss new drilling at the Manhattan project and a possible restart of the permitted Gold Wedge underground operation. A recent hole returned 36.4 meters grading 2.94 grams per ton gold. Kalyan says diamond drilling has shown higher grades than earlier reverse circulation results in parts of the existing resource. The company is reviewing the underground model, mill rehabilitation, dewatering needs, and financing options before outlining an economic study. Exploration continues at April Fool, while Scorpio expects to add a second diamond drill at Keystone Jumbo after permits arrive. Tailings work continues.

Magna Mining’s pre-feasibility study supports development of its 100%-owned Crean Hill project, and the board has approved construction, expected to begin in the first half of 2027. Kingfisher Metals completed its 2026 drill program at the HWY 37 project in British Columbia’s Golden Triangle, drilling 13,551 metres across 24 holes. Hudbay Minerals and Mitsubishi have approved construction of the Copper World project in Arizona, following completion of a definitive feasibility study. AbraSilver reported its strongest gold intercept to date at Oculto East. Drill hole DDH-26-061 returned 228 metres grading 1.79 g/t gold from 101 metres downhole. Hemlo Mining produced 29,617 ounces of gold in the third quarter from 342,000 tonnes processed at an average grade of 3.00 g/t and 95% recovery. Today's episode of Mining Stock Daily is brought to you by… Equinox Gold. Equinox Gold is a growth-focused gold producer operating mines across the Americas. With cornerstone assets like the Greenstone Mine in Ontario and the Valentine Gold Project in Newfoundland & Labrador, Equinox is advancing a new generation of large-scale, long-life gold operations. Learn more about their portfolio and development pipeline at equinoxgold.com. The Mining Stock Daily morning briefing is produced by Clear Commodity Network. It is distributed throughout the world through your podcast network of choice, and at Clear Commodity Network.net

Fortune Bay CEO Dale Verran explains the trade-offs in a new Ausenco study comparing the doré plant in last year’s PEA with a lower-capital concentrate option at the Goldfields Gold Project in Saskatchewan. He also updates the Poma Rosa court challenge in Mexico and partner-funded uranium drilling.

Mining investor Michael Gentile joins Trevor Hall at the Gentile Mining Investor Forum in London to discuss why he believes the recent correction in precious metals equities presents an opportunity for long-term investors. Gentile explains his increasingly bullish outlook on Canadian mining following proposed tax incentives and permitting reforms, and why he expects increased M&A activity across the sector. The conversation also explores his investment philosophy, the importance of patient capital, and developments at several portfolio companies, including Cascadia Minerals, Radisson Mining Resources, and Valkyria Resources.

VP of Commercial Development Stefan Ball was interviewed by Mining Stock Daily about the pre-feasibility study for Surge Battery Metals’ Nevada North Lithium Project, which shows a US$9.8 billion after-tax NPV and US$2.77 billion in Phase 1 capital. Ball said the company has a good line of sight on Phase 1 water following its agreement with the Salmon River Cattlemen’s Association.

Collective Mining has extended the Ramp Zone at its Guayabales project in Colombia, stepping out 340 metres along the previously untested northwest margin of the Apollo breccia. K2 Gold reported strong results from drilling at Dragonfly in its Mojave project in California, including a broad 84-metre interval grading 3.4 g/t gold, with a higher-grade 20-metre section averaging 7.5 g/t. Fortune Bay completed an Ausenco study comparing on-site gold doré production with making a gold concentrate for off-site treatment at its Goldfields project in Saskatchewan.  Cabral Gold reported that drilling has extended the Central deposit at its Cuiú Cuiú district in Brazil, with mineralization continuing at depth and along strike. White Gold Corp. reported new drilling that expanded the high-grade core at Golden Saddle and extended high-grade mineralization at the VG deposit in Yukon. Kirkland Lake Discoveries reported new gold results from the Mirado project, 18 kilometres south of Kirkland Lake, Ontario. AXO Metals reported near-surface gold at the newly identified Luz del Cobre target within its San Antonio project in Sonora, Mexico. Today's episode of Mining Stock Daily is brought to you by…Vizsla Silver. Vizsla Silver is advancing the Panuco silver-gold project in Sinaloa, Mexico — one of the highest-grade silver development projects in the world. The project hosts the world's largest, undeveloped high-grade silver resource, and the company has been aggressively expanding its drill program to grow that resource ahead of a development decision. Learn more at vizslasilver.ca. The Mining Stock Daily morning briefing is produced by Clear Commodity Network. It is distributed throughout the world through your podcast network of choice, and at Clear Commodity Network. The information presented should not be considered investment advice. Mining Stock Daily and its affiliates are not responsible for any loss arising from any investment decision in connection with the material presented herein. Please do your own research or speak with a licensed financial representative before making any investment decisions.

Alaska Silver CEO Aaron Schutt explains how the company stretched its 2026 Illinois Creek program from 6,000 to 9,496 metres after an August financing, with assays from Waterpump Creek and Silver Sage arriving through year end and into January. He describes metallurgical work on a one tonne bulk sample, including the copper that cut silver recovery during the 1990s operation, as a step toward a possible preliminary economic assessment.