The recent attempt on the life of the US Republican Presidential candidate, combined with confirmed efforts within the Democratic party to sideline the sitting President, has rattled investors, sparking a surge in market volatility and a downturn in equity markets and the broader commodities sector.

The Weekly Market Digest highlights a notable resurgence in gold equities, particularly among the largest producers, where valuation premiums have soared above US$10,000 per ounce, signaling a robust investor shift. A trickle-down to smaller companies would mark a positive change in market sentiment.

The Exploration Insights Portfolio posted modest gains, outperforming the benchmarks, propelled by a grassroots copper explorer in Peru, which hit an all-time high. A Brazilian-focused copper producer with a significant growth profile will report its Q2 in a week.

In The Rant, I delve into the mounting jurisdictional risks in the mining sector, including increasing discovery-to-production timelines in so-called low-risk jurisdictions. Acquiring a social license to operate and necessary permits has become increasingly problematic, yet innovative solutions from unexpected sources may offer new pathways forward.

Stock Talk focuses on updates from an Arizona-focused copper developer, which significantly increased its resources. Meanwhile, two explorers in the Great Basin of the western U.S. began their summer drill programs.