Trent Klarenbach

Grain Market Analyst B.S.A, Agricultural Economics Technical Analyst of the Grain and Oilseed Markets

Daily Dispatch

Luca Mining Just Bought a $385 Million Copper Mine, and Oil Craters Below $100 on Iran Diplomacy Hopes

Sep 21, 2026

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5 min read

Luca Mining Just Bought a $385 Million Copper Mine, and Oil Craters Below $100 on Iran Diplomacy Hopes

Capstone hands its cash-cow Cozamin mine to a junior a tenth its size, Radisson keeps hitting bonanza gold at depth, Generation Mining locks down Marathon's last $240 million, and crude gives back a week of gains on Iran diplomacy hopes.

Trent Klarenbach

Top 5

Sep 19, 2026

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2 min read

This Week's Top 5: Uncle Sam Buys Into Trilogy Copper, the Fed Hikes for the First Time in 3 Years, and the Pentagon Bets on Tungsten (Sep 12-19)

Ranked by what actually got read this week: a US government equity stake in an Alaska copper play, a surprise rate hike, defense-department tungsten money, a career gold hole in Suriname, and a Niger uranium mine backed by Washington.

Trent Klarenbach

Daily Dispatch

Uncle Sam Bets $414 Million on Niger Yellowcake, and Two TSX Energy Names Buy Back Their Own Stock

Sep 17, 2026

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5 min read

Uncle Sam Bets $414 Million on Niger Yellowcake, and Two TSX Energy Names Buy Back Their Own Stock

Global Atomic scores a DFC financing nod for Africa's biggest uranium mine, Precision Drilling and Gibson Energy both renew buybacks, and a refractory gold "breakthrough" comes with a very interested byline.

Trent Klarenbach

Daily Dispatch

Saudi Arabia's Pipeline Attack Sends Oil to a 4-Month High, and a BC Junior Drills a Career Copper Hole

Sep 14, 2026

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5 min read

Saudi Arabia's Pipeline Attack Sends Oil to a 4-Month High, and a BC Junior Drills a Career Copper Hole

Drones knock out Saudi Arabia's Hormuz workaround and gold sells off on Fed hike bets, Getty Copper finds bonanza-grade copper in the Highland Valley, and Enbridge closes the cheque that pays for its Tallgrass deal.

Trent Klarenbach

Daily Dispatch

The Tanker War Just Broke $100 Oil, and a Saudi Junior Just Broke Some Real Rock

Sep 9, 2026

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6 min read

The Tanker War Just Broke $100 Oil, and a Saudi Junior Just Broke Some Real Rock

The US sinks five more Iranian tankers and Brent clears $100 for the first time since July, while a Saudi VMS junior proves its maiden drill program and StrikePoint closes $190 million to buy a piece of Newmont's old Nevada gold deposit.

Trent Klarenbach

Top 5

Sep 5, 2026

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2 min read

This Week's Top 5: Dryden Gold's Depth Play, a Peruvian Buyer for Magna, and Chevron's Venezuela Bet (Aug 30–Sep 5)

A gold depth story, a Peruvian shopping spree in Sudbury, and Argentina's LNG pipeline finally gets its cash. The five editions your readers opened most this week.

Trent Klarenbach

Daily Dispatch

Vizsla Copper Strikes Deep in Alaska, and Diversified Energy Bets $1.8 Billion on the Permian

Sep 4, 2026

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4 min read

Vizsla Copper Strikes Deep in Alaska, and Diversified Energy Bets $1.8 Billion on the Permian

A high-grade copper hit gets even better with depth, plus a $10 billion consolidation war chest in the Permian, a Haynesville-to-Gulf-Coast pipeline deal, and a quiet vote of confidence London just won over North American gold vaults.

Trent Klarenbach

Daily Dispatch

Southern Cross Gold Hits 972 g/t at Depth, and Chevron Bets $7 Billion on Venezuela

Sep 2, 2026

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4 min read

Southern Cross Gold Hits 972 g/t at Depth, and Chevron Bets $7 Billion on Venezuela

Plus: a cobalt refinery lands a trading vet, Journey Energy trims its portfolio to fund Duvernay, and antimony's price has gone full moonshot.

Trent Klarenbach

Daily Dispatch

A $21,000-a-Metre Bonanza Hits Alaska, and Enbridge Recruits KKR for Its BC Gas Line

Aug 27, 2026

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4 min read

A $21,000-a-Metre Bonanza Hits Alaska, and Enbridge Recruits KKR for Its BC Gas Line

Freegold's best hole yet lands on a 29-million-ounce Alaska gold system, a stealth Peruvian buyer grabs 11% of Galantas, and Coelacanth's production rockets 531%.

Trent Klarenbach

Daily Dispatch

Enbridge Bulks Up on Permian Pipe, and a Battery Maker Bets on Wildcatting

Aug 26, 2026

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4 min read

Enbridge Bulks Up on Permian Pipe, and a Battery Maker Bets on Wildcatting

Goliath's Golden Triangle footprint keeps expanding, a Saskatchewan junior flies the geophysics, and West Texas gas traders are paying people to take it away.

Trent Klarenbach

Top 5

Aug 22, 2026

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1 min read

This Week's Top 5: Silver at $70, Copper Squeezes, and Gold M&A Heats Up (Aug 15-22)

Your weekly digest of the most-read Commodity Ape stories

Trent Klarenbach

Daily Dispatch

StrikePoint Buys a Newmont Gold Mine, and Copper's Squeeze Just Popped

Aug 20, 2026

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4 min read

StrikePoint Buys a Newmont Gold Mine, and Copper's Squeeze Just Popped

StrikePoint scoops a full-blown Newmont deposit and upsizes its raise to $160 million, Highwood turns a Wilson Creek sale into its first-ever buyback, and copper's month-long squeeze unwinds in a single Tuesday.

Trent Klarenbach

Daily Dispatch

A B.C. Junior Drills a Kilometre of Copper-Gold, and Enbridge Admits It's Hitting the Brakes

Aug 18, 2026

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4 min read

A B.C. Junior Drills a Kilometre of Copper-Gold, and Enbridge Admits It's Hitting the Brakes

American Eagle Gold's step-out hole just got longer and richer, NexGen and BHP are talking, and Enbridge says producers won't commit to filling a new pipeline. Plus: the diesel crack spread just cracked $100 for the first time ever.

Trent Klarenbach

Weekly Recap

This Week's Top 5: A $1.95 Billion Truce, a Record Buyback on a Miss, and 18 Billion Pounds of Copper

Aug 15, 2026

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3 min read

This Week's Top 5: A $1.95 Billion Truce, a Record Buyback on a Miss, and 18 Billion Pounds of Copper

The five editions you opened most this week, ranked. Barrick and Newmont called a truce, the gold miners outran the metal three to one, and copper came four tenths of a cent from an all-time record.

Trent Klarenbach

Daily Dispatch

Faraday Copper Chases 18 Billion Pounds in Arizona, and an Uzbek Gas Producer Beats Its Own Quarter by 28%

Aug 14, 2026

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5 min read

Faraday Copper Chases 18 Billion Pounds in Arizona, and an Uzbek Gas Producer Beats Its Own Quarter by 28%

A district-scale Arizona copper play sets its sights on 18 billion pounds mid-squeeze, a hydromet startup pitches a new mine-to-metal pathway, and Condor Energies proves a multi-well drilling program can hit its marks.

Trent Klarenbach

Daily Dispatch

Pan American Silver Banks a Record $300 Million on a Miss, and a Midstream Name's EBITDA Goes 5.5x

Aug 13, 2026

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5 min read

Pan American Silver Banks a Record $300 Million on a Miss, and a Midstream Name's EBITDA Goes 5.5x

A record buyback survives an earnings whiff, a Highland Valley junior lets the drill core call the shots, and Birchcliff finds a new buyer for its gas all the way in Oregon.

Trent Klarenbach

Daily Dispatch

A Jobs Miss Sends Gold and Silver Ripping, and Canadian Natural Hits Pause on Oil Sands Growth

Aug 7, 2026

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4 min read

A Jobs Miss Sends Gold and Silver Ripping, and Canadian Natural Hits Pause on Oil Sands Growth

Silver outran gold 1.6 to 1 on a surprise payrolls miss, a BC junior turned two geophysics targets into five, and Founders Metals keeps growing its Suriname gold system at depth.

Trent Klarenbach

Daily Dispatch

Congo Bans the Copper, and Snowline Banks $150 Million Before Lunch

Aug 6, 2026

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4 min read

Congo Bans the Copper, and Snowline Banks $150 Million Before Lunch

A DRC export ban sends copper toward a record, Snowline prices a nine-figure bought deal, Canadian Natural posts a record quarter, and Tenaz can't stop buying its own runaway stock.

Trent Klarenbach

Daily Dispatch

Discovery Drills 951 Grams of Gold in Timmins, and Suncor's Buyback Just Got Bigger

Aug 5, 2026

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5 min read

Discovery Drills 951 Grams of Gold in Timmins, and Suncor's Buyback Just Got Bigger

A bonanza gold hit deep in the Porcupine camp, a brand new porphyry target waking up in the Golden Triangle, and Suncor's record quarter as oil gives back its war premium.

Trent Klarenbach

Daily Dispatch

Talon's Drill Bit Finds 13% Nickel in Minnesota, and Ottawa Fast-Tracks a $35-Billion Pipeline

Aug 4, 2026

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3 min read

Talon's Drill Bit Finds 13% Nickel in Minnesota, and Ottawa Fast-Tracks a $35-Billion Pipeline

Gold and silver hold their ground while the Fed sits tight, a Minnesota core shack lights up the assay lab, and a West Coast pipeline just got a federal head start. Plus: a Calgary helium junior fields a call from a continent it never expected to hear from.

Trent Klarenbach

Daily Dispatch

G Mining Closes Its G2 Goldfields Buyout, and Oil Just Cratered 5% on an Iran Truce

Aug 3, 2026

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5 min read

G Mining Closes Its G2 Goldfields Buyout, and Oil Just Cratered 5% on an Iran Truce

A tier-one gold complex gets built in Guyana, a battery recycler moves from lab to construction site, and Enbridge grows its backlog while Imperial Oil splits the difference on Q2.

Trent Klarenbach

Daily Dispatch

This Week's Must-Read: The Top 5 Commodity Ape Stories (July 25–31)

Aug 1, 2026

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2 min read

This Week's Must-Read: The Top 5 Commodity Ape Stories (July 25–31)

Zijin's surprise drop, a $385M IPO, three energy beats, a 200 g/t gold hit, and Ottawa's new speed record on mines.

Trent Klarenbach

Daily Dispatch

Canada Just Fast-Tracked a Mine, and the Energy Patch Went 3 for 3

Jul 31, 2026

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5 min read

Canada Just Fast-Tracked a Mine, and the Energy Patch Went 3 for 3

Canada Nickel becomes Ottawa's guinea pig for faster permitting, while Baytex, TC Energy, and Vermilion all beat Q2 as oil rips on fresh Mideast strikes.

Trent Klarenbach

Daily Dispatch

Zijin Walks From a $4 Billion Gold Deal, and Whitecap Just Tripled Its Profit

Jul 30, 2026

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5 min read

Zijin Walks From a $4 Billion Gold Deal, and Whitecap Just Tripled Its Profit

China quietly killed the year's biggest gold buyout, Whitecap and Tourmaline both blew past Q2, and one junior is literally paying to keep its stock trading.

Trent Klarenbach

Daily Dispatch

Cenovus Just Cracked a Million Barrels a Day, and an Ecuadorian Junior's Grade Keeps Beating the Model

Jul 29, 2026

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5 min read

Cenovus Just Cracked a Million Barrels a Day, and an Ecuadorian Junior's Grade Keeps Beating the Model

Cenovus posts record cash flow and its best production month ever, Auro Metals' Ecuadorian porphyry keeps grading better than the resource model expected, and oil rips back toward $84 on fresh Mideast strikes ahead of today's Fed decision.

Trent Klarenbach