Yuan Gray
News Writer | The Deep Dive | Commodity Supply Chains and Junior Market Coverage
"Commodity supply-chain and geopolitics coverage at The Deep Dive, the Canadian junior-markets outlet behind the Franco-Nevada earnings-review series."
Biography
Yuan Gray is a news writer with The Deep Dive (thedeepdive.ca), a Canadian analysis outlet covering companies on the TSX Venture Exchange and Canadian Securities Exchange — the junior markets where early-stage mining companies raise exploration capital. Gray is part of the team behind the outlet's earnings-review series for resource investors, including the August 2026 breakdown of Franco-Nevada's second quarter, "Franco-Nevada Has $4.3 Billion And Nowhere To Put It." Royalty and streaming companies like Franco-Nevada finance mines in exchange for a share of future production or revenue, so how they deploy capital is a direct read on how expensive acquisition targets have become.
The clearest published record under Gray's name is The Deep Dive's own author account, thedeepdive.ca/author/yuan-gray/, which publishes under the byline JP Alegre. Bylined work there includes "Cerrejón's Coal Railway Is Down Again After A Sixth Attack This Year," which reported Glencore's suspension of the 150-kilometre rail line carrying coal from Colombia's Cerrejón mine — 16.8 million tonnes in 2025 — to the Puerto Bolívar export terminal, and "Tehran Puts A Week On The Clock For Reopening Hormuz," on Iran's proposal to reopen the oil chokepoint. Both are the kind of supply-chain stories that move commodity equities before earnings ever do.
The Deep Dive, founded by Steve Hyland, traces its roots to the 2015–2017 Canadian cannabis boom, when first-time investors poured into speculative junior stocks. Its stated response is the slogan "Think critically. Remove the hype. Dive Deep." — coverage that shows junior companies' good and bad sides and gives no buy or sell recommendations. Gray's pieces follow that template: report the event, name the company and the numbers, and leave the decision to the reader, with standing disclosures that the writers hold no positions and are not licensed advisers.
For a mining investor, Gray's coverage is useful as an early-warning feed — blockades, rail attacks, and shipping-chokepoint politics that hit producers' costs and timelines ahead of quarterly numbers. The limits should be stated plainly: there is no independent public record under the name Yuan Gray — no LinkedIn profile, managed fund, or speaking history — and the strongest identification is the author account above, so readers should weigh the work by The Deep Dive's track record rather than by any personal investment history.
Key Works
The Deep Dive report on the attack that led Glencore to suspend the 150-kilometre rail line carrying coal from Colombia's Cerrejón mine, which produced 16.8 million tonnes in 2025, to the Puerto Bolívar export terminal.
Coverage of Iran's seven-day proposal to reopen the Strait of Hormuz, the oil transit chokepoint, framed as a supply risk for energy and resource investors.
The Deep Dive earnings breakdown of Franco-Nevada's Q2 2026 — roughly $4.3 billion of available capital, no debt, and slow deployment versus royalty peers such as Wheaton Precious Metals and Royal Gold. The companion article carries the byline of colleague Jay Lutz.
Specializations
Disclaimer: Yuan Gray has NOT endorsed this platform and is not affiliated with Pixys in any way.