I-80’s Granite Creek resources triple, costs jump

Original announcement by northernminer on

Company
i-80 Gold
Ticker
IAU
Exchange
Unavailable
Region
Nevada
Primary commodity
Gold
Secondary commodities
None reported
Document categories
Resource update, Economic study
Extracted
2026-09-22 14:49:29 UTC

Analysis by Minestarters Atlas

Minestarters Atlas analysis

Summary

i-80 Gold has released a new feasibility study for the Granite Creek underground mine in Nevada, reporting a 229% increase in measured and indicated resources to 859,500 oz and the establishment of 556,500 oz of initial reserves. However, the study highlights a significant increase in life-of-mine AISC to $2,273/oz, up from $1,597/oz in the previous PEA.

Reasoning: The announcement delivers a major resource expansion and reserve establishment via a new feasibility study, but the economic profile is tempered by a significant jump in life-of-mine AISC.

Positive factors

  • Significant resource growth (229% increase in M&I)
  • Establishment of initial reserves
  • Improved metallurgical recovery (87% vs 78%)
  • Expansion of mineralized footprint

Negative factors

  • Sharply higher AISC ($2,273 vs $1,597 in PEA)
  • NPV sensitivity shows value erosion at higher gold prices compared to prior study
  • Elevated costs weighting the economics

Facts used in scoring: 3

Classification and evidence

PFS Completepositive

AACE Class 3 study complete.

Why it applies: The document describes a new feasibility study which, in the context of the project stage, serves as the primary economic update.

Evidence · text

“a new feasibility study also shows sharply higher costs than last year’s preliminary assessment”

Category Upgradepositive

Resource confidence improved — Inferred upgraded to Indicated, or Indicated to Measured. De-risking signal.

Why it applies: The study establishes initial reserves and lifts measured and indicated resources significantly.

Evidence · text

“It also establishes initial reserves of 556,500 oz. and lifts measured and indicated resources 229% to 859,500 ounces.”

Tonnage Growthpositive

Tonnage increase reaching the strong tier vs prior estimate, with grade maintained or improved.

Why it applies: Measured and indicated resources increased by 229% compared to the previous PEA.

Evidence · text

“lifts measured and indicated resources 229% to 859,500 ounces”

Grade Declinenegative

Average grade fell below the red-flag bound vs prior estimate — deposit economics worsening. May indicate high-grading in early drilling.

Why it applies: While not explicitly stated as a decline, the massive tonnage growth relative to metal growth suggests dilution or lower grade expansion, though the headline grade remains high.

Evidence · text

“lifts measured and indicated resources 229% to 859,500 ounces”

Extracted facts

Stored fact records: 3. Some facts used in scoring do not have a stored record.

Resource Estimates (3)

probableGranite Creek · goldTonnes: 2200000Grade: 7.87Grade Unit: g/tContained Metal: 556500Contained Unit: ozView all details
Link to this fact

Identity

Project
Granite Creek
Commodity
gold
Region
usa_nv
Reported Region
Nevada
Ticker
IAU

Resource scope

Estimate type
reserve
Resource group id
resource:469f995a576a3676ad2e
Mining method
combined

Resource Data

Category
probable
Tonnes
2200000
Grade
7.87
Grade Unit
g/t
Contained Metal
556500
Contained Unit
oz

Review

Needs Review
No
Historical
No

Dates

Event date
2026-09-22T00:00:00.000Z

Reasoning: First formal reserve declaration for the project.

Positive factors

  • Establishes initial reserves

Evidence · text

“The study establishes an initial 2.2 million proven and probable tonnes grading 7.87 grams gold per tonne for 556,500 oz. contained gold.”

Tags used in scoring

Probable Reservepositive

Indicated Resource with demonstrated economic viability after applying modifying factors.

Why it applies: category is "probable"

Cut-off Undisclosednegative

High-grade interval reported without stating the cut-off grade used for compositing.

Why it applies: no cutoff_grade was stated

No QP/CP Disclosurenegative

No Qualified Person or Competent Person named — lower credibility for the estimate. A QP/CP should be a member of a recognized professional association with relevant experience.

Why it applies: no Qualified or Competent Person is named anywhere in the release

PEA-Supportingneutral

Resource estimate prepared to support a Preliminary Economic Assessment — early-stage study.

Why it applies: the release names the study this estimate supports

DFS-Supportingneutral

Resource estimate prepared to support a Definitive Feasibility Study — requires high M&I confidence.

Why it applies: the release names the study this estimate supports

indicatedGranite Creek · goldTonnes: 3730000Grade: 7.17Grade Unit: g/tContained Metal: 859500Contained Unit: ozView all details
Link to this fact

Identity

Project
Granite Creek
Commodity
gold
Region
usa_nv
Reported Region
Nevada
Ticker
IAU

Resource scope

Estimate type
resource
Resource group id
resource:cbd567dd6c98d0618cdf
Mining method
combined

Resource Data

Category
indicated
Tonnes
3730000
Grade
7.17
Grade Unit
g/t
Contained Metal
859500
Contained Unit
oz

Review

Needs Review
No
Historical
No

Dates

Event date
2026-09-22T00:00:00.000Z

Reasoning: Significant increase in M&I resource scale.

Positive factors

  • Substantial resource growth

Evidence · text

“Granite Creek now hosts 3.73 million measured and indicated tonnes grading 7.17 grams gold per tonne for 859,500 oz., up 229% from the PEA”

Tags used in scoring

Indicated Resourcepositive

Reasonable geological confidence based on adequate drilling; continuity can be assumed. Basis for Probable Reserves.

Why it applies: category is "indicated"

Cut-off Undisclosednegative

High-grade interval reported without stating the cut-off grade used for compositing.

Why it applies: no cutoff_grade was stated

No QP/CP Disclosurenegative

No Qualified Person or Competent Person named — lower credibility for the estimate. A QP/CP should be a member of a recognized professional association with relevant experience.

Why it applies: no Qualified or Competent Person is named anywhere in the release

PEA-Supportingneutral

Resource estimate prepared to support a Preliminary Economic Assessment — early-stage study.

Why it applies: the release names the study this estimate supports

DFS-Supportingneutral

Resource estimate prepared to support a Definitive Feasibility Study — requires high M&I confidence.

Why it applies: the release names the study this estimate supports

inferredGranite Creek · goldTonnes: 893000Grade: 7.06Grade Unit: g/tContained Metal: 202800Contained Unit: ozView all details
Link to this fact

Identity

Project
Granite Creek
Commodity
gold
Region
usa_nv
Reported Region
Nevada
Ticker
IAU

Resource scope

Estimate type
resource
Resource group id
resource:fd35a0011067b49a6251
Mining method
combined

Resource Data

Category
inferred
Tonnes
893000
Grade
7.06
Grade Unit
g/t
Contained Metal
202800
Contained Unit
oz

Review

Needs Review
No
Historical
No

Dates

Event date
2026-09-22T00:00:00.000Z

Reasoning: Inferred resource is present but smaller than before due to conversion to higher confidence categories.

Positive factors

  • Maintains high grade in inferred category

Negative factors

  • Inferred ounces declined due to conversion

Evidence · text

“while 893,000 inferred tonnes grade 7.06 grams for 202,800 ounces.”

Tags used in scoring

Inferred Resourcenegative

Speculative category — limited drilling, geological continuity assumed but not confirmed. Cannot support economic studies alone.

Why it applies: category is "inferred"

Cut-off Undisclosednegative

High-grade interval reported without stating the cut-off grade used for compositing.

Why it applies: no cutoff_grade was stated

No QP/CP Disclosurenegative

No Qualified Person or Competent Person named — lower credibility for the estimate. A QP/CP should be a member of a recognized professional association with relevant experience.

Why it applies: no Qualified or Competent Person is named anywhere in the release

PEA-Supportingneutral

Resource estimate prepared to support a Preliminary Economic Assessment — early-stage study.

Why it applies: the release names the study this estimate supports

DFS-Supportingneutral

Resource estimate prepared to support a Definitive Feasibility Study — requires high M&I confidence.

Why it applies: the release names the study this estimate supports

How Atlas produces this analysis

Minestarters Atlas uses automated extraction to summarize mining announcements, identify reported measurements, and classify supporting evidence. Sentiment reflects the extracted narrative and classification rules; it is an interpretation, not a reported measurement. Evidence quotes and context are provided where available. Missing data, low-confidence results, and review flags indicate limitations. Check the original publisher announcement before relying on an interpretation.