Mining predictions

October is shaping up to be a gold rush for Australia's mining industry, and The Stock Network is right in the thick of it. From companies exploring tomorrow's resources to the leaders shaping Australia's mining future, there's plenty to discover. Mark your calendars for these key mining events and get closer to the people, projects and metals making headlines:

Register for Australian Gold Conference 13 to 15 October
Register for Rockstars Mining Investor Event  27 October
Register for IMARC (International Mining and Resources Conference) - 27 to 29 October 

Ahead of these events I'll be interviewing the best in the business, starting up with Rick Rule, a US-based mining investor who is associated with billions in investment assets. Rick told me it’s an exciting time to be focused on mining, but he’s not one to get blinded by the lights, warning all investors - "Got a hunch, bet a bunch, that doesn't work... the truth is, your greatest weapon in finance is compounding."

To your investing,

Rick Rule's 10 predictions and investment outlook

This week more than 25,000 viewers have tuned in to watch my interview with Rick Rule ahead of his appearance at IMARC, and he didn't hold back when it came to predictions:

1. Gold: The long-term bull market is just beginning.
2. Gold stocks: Valuations are historically cheap.
3. Currencies: The purchasing power of fiat currencies will deteriorate.
4. Copper: Supply shortages will drive prices higher.
5. BHP (ASX:BHP): Olympic Dam expansion will become increasingly attractive.
6. Uranium: Australia offers significant untapped investment opportunities.
7. Paladin Energy (ASX:PDN): Significant speculative upside, provided operating costs improve.
8. Oil: Peace could trigger a dramatic price collapse.
9. Oil: US$50 prices could create spectacular buying opportunities.
10. Energy: Chronic underinvestment will create future supply shortages.

Rick will be appearing at IMARC on Tuesday 27 October - register here to attend

Uranium: Rising demand, tightening supply

Uranium has significantly outperformed traditional investments over the past five years, according to Sprott's September 2026 Uranium Report. Global uranium demand is rising as countries expand nuclear power to meet growing electricity needs but supply is struggling to keep pace, with new uranium mines taking 15–20 years to develop. According to Sprott, utilities face significant supply gaps after 2030, potentially driving higher uranium prices and increased investment in new mines.

Alligator Energy (ASX:AGE) - Why the uranium price is rising and SA uranium development
AGE is advancing its flagship Samphire Uranium Project in South Australia, where it plans to extract uranium through a low-cost in-situ extraction method. CEO and Managing Director Dr Andrea Marsland-Smith explains Samphire's growth, the path to production and the outlook for uranium.

Maronan Metals (ASX:MMA) - Shaping Queensland's next major underground mine
MMA is advancing its Maronan silver-lead and copper-gold deposit in Northwest Queensland. Project Director Dean Fredericksen discusses the 65Mt resource, 40,000m drilling program, Kinterra Capital investment and the path towards a 2027 resource review and pre-feasibility study.

Cash for metal: The new mine financiers

Three mines, three funders and not a bank among them. A Chinese state-owned nuclear giant, the US Department of War and the world's biggest gold royalty company have all backed ASX-listed projects in recent weeks. Instead of repayments, they're seeking a cut of what comes out of the ground.

Banks still lend to mines that are already producing. But for projects that aren't built yet, the money is increasingly coming from people who want the metal. For investors, it makes the pipeline easier to read. A funding deal tells you who's looked closely at a deposit and decided they want what's in it.

💰 $38B Gold takeover tussle
Why did an Aussie miner reject a $38 billion takeover? Northern Star (ASX:NST) just revealed that South Africa's Gold Fields recently wanted to buy it. Here's TSN's Take

☢️ China backing Bannerman's uranium mine
Government’s are increasingly backing mines - a Chinese state-owned nuclear giant just paid Bannerman Energy (ASX:BMN) US$320 million for almost half of its uranium project in Namibia. Here's TSN's Take

🔌 Why the world is running short of copper
Copper is in almost everything running on electricity. Demand is climbing and S&P Global forecasts the world will need 42 million tonnes of copper a year by 2040, a 50% jump from last year. Here's TSN's Take

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