Monthly Metals Mining Rundown and Peer Table - Premium Edition for Month Ending 30 Jan 2026

Precious metals prices rose thru much of January to record highs, before cratering at the end of the month, which cut gold and silver monthly price gains down to +11% and +12% with prices closing just under $4,900/oz Au and $85/oz Ag; Meanwhile lithium, rhodium, and uranium prices surged +37%, +27%, and +21% to more than $23,000/t Li carbonate, $11,300/oz Rh, and just under $100/lb U3O8 - while copper, nickel, and cobalt rose more steadily by +5%, +6%, and +7% to $5.92/lb Cu, $7.96/lb Ni, and $25.53/lb Co; Most metals mining stocks saw double-digit percent monthly gains even after the drop at month end - and were led by uranium miners which mostly rose 30% or more; Includes covered announcements by: GSKR, TNC, CNB, MMG, AUXX, GWM, TUD.

Host Rock Capital
February 01, 2026