Mining Faces a Revolution Under Trump

Source: Bob Moriarty 02/20/2025

Bob Moriarty of 321Gold.com explains how Silver47 Exploration Corp. (AGA:TSX.V) could benefit from Trump’s policies.

The American economy is going through a major overhaul under Trump’s leadership.

However, China’s recent moves have created both a challenge and an opening for America. When Trump started making threats about more sanctions, China hit back hard. On December 4, 2024, they cut off America’s access to five essential metals: antimony, gallium, germanium, tungsten, and indium.

This puts the U.S. in a tight spot. China controls up to 97% of some of these metals globally. While America was suffocating its mining industry with regulations and shipping manufacturing overseas, China was strategically planning ahead. Now, prices have skyrocketed, and some materials are practically unobtainable. China’s message is clear: while you’re plotting to wreck your opponent’s economy, they’re doing the same to you.

But here’s where opportunity knocks.

Trump’s victory opens new doors for America. His team gets what others don’t — we’re basically broke. We need to rebuild and transform this system where 32% of our economy is just pushing papers around, only 10% involves making things, and mining is below 1%. Under Trump, mining faces a revolution. The bureaucratic nightmare will be stripped away fast. Mining has to succeed, or we’ll join the ranks of failing nations. Our mining heritage is about to make a comeback because without it, our manufacturing future is dead.

I’ve had stakes in an Alaskan project called Red Mountain, roughly 100 km south of Fairbanks, for ages. After White Rock Minerals ran it into bankruptcy, Silver47 Exploration Corp. (AGA:TSX.V) picked it up. They originally focused on a massive silver project in the Yukon that was tied up in red tape. I pointed them toward the bankruptcy court for White Rock, and now they own Red Mountain. It has a 43-101 showing 15.6 million tonnes at 335.7 g/t AgEq, totaling 168.6 million ounces of silver Eq. They’re aiming for 1 billion ounces of AgEq in this massive VMS deposit rich in silver, lead, zinc, and copper.

Company chief Gary Thompson realized something crucial — these VMS deposits often contain trace amounts of critical metals like antimony, gallium, niobium, and vanadium. Before China’s export ban, these were interesting but not crucial. Now, with prices set to surge, they’re becoming a golden bonus on top of an already valuable asset. Red Mountain ranks among the world’s most valuable properties in terms of metal content.

Antimony currently trades at about US$25 per kilo. In a February 12 release, Gary highlighted past antimony assays, with Dry Creek zone showing peaks of 6.23 kilos per tonne, worth US$155 per tonne in ground. Gallium goes for US$934 per kilo, with assays showing up to 116 ppm, worth US$108 per tonne in ground. These aren’t average grades or recovery rates — Silver47 is studying those now. They’re also calculating the cost of adding processing circuits for these metals. What’s clear is that Silver47 has significant amounts of these now-scarce metals, and America needs to develop both its resources and processing capabilities to stay competitive.

Silver47 was already compelling before these additional elements emerged. You’re getting silver Eq ounces for CA$0.16 CAD each — that’s unbeatable. With a 43-101 resource of 15.6 million tonnes, valued around US$5 billion, it’s among the world’s most affordable silver, lead, zinc projects. This will become a producing mine. If Elon Musk is smart, he’ll push for government funding to support U.S. junior mining companies. We don’t have other options.

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Important Disclosures:

1. Silver47 Exploration Corp. has a consulting relationship with Street Smart an affiliate of Streetwise Reports. Street Smart Clients pay a monthly consulting fee between US$8,000 and US$20,000.
2. As of the date of this article, officers and/or employees of Streetwise Reports LLC (including members of their household) own securities of Silver47 Exploration Corp.
3. Bob Moriarty: I, or members of my immediate household or family, own securities of: Silver47 Exploration Corp. My company has a financial relationship with Silver47 Exploration Corp. I determined which companies would be included in this article based on my research and understanding of the sector.
4. Statements and opinions expressed are the opinions of the author and not of Streetwise Reports, Street Smart, or their officers. The author is wholly responsible for the accuracy of the statements. Streetwise Reports was not paid by the author to publish or syndicate this article. Streetwise Reports requires contributing authors to disclose any shareholdings in, or economic relationships with, companies that they write about. Any disclosures from the author can be found below. Streetwise Reports relies upon the authors to accurately provide this information and Streetwise Reports has no means of verifying its accuracy.
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( Companies Mentioned: AGA:TSX.V, )

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