Macro analysis and mining insights for resource speculators. Join analyst Shae Russell and a range of mining experts each week as she covers what rocks are making news, which company has sunk some rigs into the ground and the commodities moving markets.
In this episode, Julian Babarczy, non executive director of Lincoln Minerals, explains why graphite is unloved, but that's where the long term opportunity is. 3:29 – Prefers the less crowded trades 7:03 – The graphite winter is nearly over 9:02 – No longer a one project company 12:11 – Reshoring battery mineral supply chains 17:21 – Bullish on most commodities 22:26 – Embracing the long term investment cycle 25:43 – A twist on a margarita If you'd like to learn more about Lincoln Minerals, go here: lincolnminerals.com.au
Blurb: In this episode, Matt Kay, managing director of Earth Energy (ASX:EE1) explains how we can embrace geothermal energy even though Australia isn't on the ring of fire, why their projects run through ‘mining central' and how geothermal energy use could one day outstrip nuclear energy globally. Timestamps: (1:30) Don't need the ring of fire anymore (3:51) Trying to get to net zero (5:10) Tenements along ‘mining central' (11:10) Geothermal energy use may outstrip nuclear power world wide (16:20) Three events to watch for this years (18:28) Great minds think alike on the tipple of choice
Eight weeks to production. Six months to revenue. An AISC half of the spot price of gold. In this episode Michael Quinert, chairman of West Wits Mining, says the company is already stockpiling ore on the pad, how they plan to mine 200,000 ounces of gold per annum and the trigger that could see the share price rise. (1:59) Eight weeks to production, six months to revenue (6:50) ‘Project 200' (10:34) Bird Reef package has gold and uranium (13:59) Site well powered (unlike parts of the outback…) (17:09) Exploring the Patterson region with Rio (21:22) A single malt Learn more about West Witts Mining Ltd (ASX: WWI) here: https://westwitsmining.com/
In this episode, economist and geopolitical expert Jim Rickards why the market needs to stop banking on more than one rate cut from the Fed, how Wall Street has been wrong for two years and the looming threat of commercial property held by the banks. Timestamps: (2:30) – How does the market continue to get the Fed wrong (8:00) – How a 3% inflation halves in value in three years (12:03) – Central banks rarely do anything quickly (18:30) – Inflation: Supply chain driven or easy money? (27:30) – A glut of commercial property (33:50) – “You're out of rabbits” (40:19) – Trump V. Biden showdown (53:00) – A classic daiquiri Learn more about Jim's newsletter here: https://fattail.com.au/publication/rsi/
“I'm super bullish on small caps…now is the time to do your homework”. In this episode Callum Newman, small cap specialist from Fat Tail Investment Research, joins the podcast to talk how iron ore producers are ‘mining money', why ‘less bad' news has been boosted the small cap sector, how “risk-on” is back and there's plenty of quality resource stocks ready to boom. Timestamps: (2.23) Making a buck from the volatile small cap sector (4:45) Small caps: Will they be the ‘bounce back belters' of 2024? (8:56) The reflation trade and less bad news (11:24) Gold and ‘Squandermainia' (14:15) Iron ore producers are ‘minting money' (18:40) Chinese property has been an issue for over a decade (23:59) Looking beyond headlines for resource investing opportunities (28:27) Is there still a bull case for lithium? (31:40) A game of ‘hot or not' for commodities (35:00) “I think the market can run for several years.” (36:26) A simple beer on tap please
In this episode, veteran economic geologist Brent Cook explains why exploration is slow as a company ‘build's a scientific case', be careful what fin-influencers you follow and what key information investors need to know before buying exploration stocks. (1:10) ‘Turning rocks into money' (5:11) Stop drilling for news, drill for discovery (9:01) True exploration requires patience, time and money. (12:50) The essence of exploration (18:12) Climate change: The multi trillion investment opportunity coming our way (23:17) Geopolitics and mining (26:20) The more holes you dig the more you know (30:00) A guest who comes prepared… Follow more of Brent's commentary here: @BrentCookgeo
In this episode, former professional athlete now Cerutty Macro Fund's portfolio manager, Chris Judd joins Shae Russell to talk about Cerutty view gold as a currency, why uranium is looking a little bubbly and the enormous potential in tin. (2:35) Leaning a new trade (4:27) How a share magazine from the 1990s blossomed into an investing career (6:28) ‘Fish where other people aren't fishing' (9:12) Why Cerutty views gold as a currency (12:30) Not your average investment partner (16:44) Tolerating volatility for (hopeful) long term rewards (24:02) Being socially mindful regarding investments (27:19) Broad disinterest in micro-cap stocks makes the sector tempting (30:00) A Japanese whiskey or a margarita
Today, Rick Anthon and Peter Wright join Cocktails & Commodities to discuss the San Jorge Lithium Project located inside Argentina's famous lithium tringle. San Jorge has never been explored and the team explain how drilling on the edge of the salar suggests the project is even bigger than they first thought. Timestamps: (1:52) Sorting your brines from your spodumenes (4:19) What is the ‘Lithium Triangle'? (8:30) Enormous structural changes happening which will increase lithium demand (12:09) Excellent ground crew at San Jorge (15:30) Maiden exploration suggests the best is yet to come (20:20) ‘Porosity' and what to look for in the next announcement (25:30) A tequila at 4,000metres or a twist on a classic?
Resource news in under 15 minutes: Four weeks into the new and commodity prices are on the move. Gold is trapped as the markets bet the farm on rate cuts, nickel dives so hard it knocks out Twiggy, the uranium bull charges ahead and what's on your barbie this long weekend? Timestamps: (0:53) Gold's movements remain tied to Fed actions (2:39) Crashing nickel prices takes out industry giants (8:12) Uraium spot prices soar past US$100 per pound (10:53) Will lamb prices rebound in 2024? (13:43) Let's chat
On Air at IMARC: Kicking off the new year, Hedley Widdup from Lion Selection Group joins Shae Russell at IMARC 2023. Together they discuss why explorers should be nimble, how one company's hype faded when it collided with reality and what's the time on the famous Lion Selection clock… Timestamps: 1:17 – The resource industry is optimistic, but stocks struggle to catch a bid 5:44 – “You don't have to fall in love with the frog” 9:37 – Getting it wrong: when hype and reality collide 16:02 – Sell half: “You won't die wondering, but you won't go broke either' 19:00 – When the Lion clock strikes midnight… 23:22 – If investors are losing money in major miners, why would they invest in explorers? 27:22 – Big miners didn't invest in exploration, will they acquire juniors? 31:22 – Make it a double on ice Have a question for Hedley? Email shae@cocktailsandcommodities.com with 'AMA' in the headline. Episode will be recorded soon.
In this episode, Stephen Hall, CEO of Hexagon Energy Ltd [HXG] explains the role blue ammonia will play in reducing carbon emissions, how Japan is kick starting a new industry in Australia and why Hexagon's WAH2 Project ticks all the infrastructure boxes. Timestamps: (1:30) Low carbon intensity ammonia (4:21) Old world chemical can work for future decarbonisation goals (7:10) Hydrogen at present has limitations ammonia doesn't (9:09) History repeats: Japan to build a new energy industry in Australia once again (13:07) Strategic overview of Australia's energy goals (17:30) WAH2 Project extremely well supported by infrastructure (20:32) Milestones to watch (22:18) Hexagon Energy's management have a strong track record (23:36) The cocktail of choice in Perth Learn more about Hexagon Energy here: hxgenergymaterials.com.au
In this episode, Keith Bowes, managing director from Lotus Resources Ltd [ASX:LOT] jumps on the mic to talk about the rising uranium spot price, a looming supply gap and possible production by 2025. Timestamps (0:54) – Spot uranium at the highest price since 2008 (2:30) – Merger gives Lotus Resources, large, multi decade uranium assets (5:19) – Kayelekera will be a low cost uranium producer (7:33) – Looming uranium supply gap from 2025 (14:10) – Investing in grid infrastructure for Kayelekera (18:45) – Big exploration opportunities to expand mine life (22:20) – A proactive approach to working with local communities (25:54) – The cocktail created to combat scurvy and quench a sailor's thirst Learn more about Lotus Resources here: lotusresources.com.au
'It's a premium project'. Sam Ekins from Wildcat Resources joins Cocktails & Commodities to discuss the Tabba Tabba lithium project in the Pilbara, how 'Leia' changed the companies fortunes and why the full potential of Tabba Tabba is still to be revealed. Timetamps: (1:03) – What is spodumene? (5:06) – Pilbara now a major hard rock lithium district (7:35) – ‘May the force be with you' – Tabba Tabba's secret code names (9:02) – The forgot child of Sons of Gwalia (11:25) – Thirty eight pegmatites to mapped at surface (13:22) – Potential for a top ten global ore body (14:41) – All ore bodies intercepted are open… (17:01) – So many targets to choose from, how will Wildcat prioritise targets (19:15) - From micro-cap stock to billion dollar beast (21:06) –‘It's a premium project' (24:01) – All I want for Christmas is…assay results? (24:55) – No cocktails in the desert, just five litres of water thanks Learn more about the Tabba Tabba project here: wildcatresources.com.au
Resource news in under 20 minutes: Gold screams higher and lands back with a thud, what does this mean for future gold prices? Metals bounce around as Chinese stimulus whispers nudge prices north, OPEC cuts again yet crude still falls and China follows through on its graphite export controls. Timestamps: (1:02) – Gold's hits a new high in all but one currency (2:32) – Fed speaks, gold reacts…but aggressive rate cuts may not happen (7:11) – Copper supply flips to a deficit & restocking of steel drives iron ore higher (11:21) – OPEC cuts…yet prices still fell (12:32) – China puts graphite under export controls (15:24) – The opportunity for ASX graphite companies Link to The Pod of Gold: https://open.spotify.com/episode/2HpJJffr9RecRn6XMELSur?si=V6FGruAuQxuCdHhAFrZx9Q
In this episode, Reuters commodities analyst, joins Shae Russell to discuss why iron ore and copper rely on Chinese news for movement, what would it take for Australia to grow a downstream industry, plus after nine years in government why only now is the Coalition insisting Australia build a nuclear industry…and more importantly, what would it take to create one. Timestamps (1:01) - Metal prices are jumping at shadows (3:55) – There's no big bang stimulus from China (7:00) – The two things holding back Australia's downstream sector (14:23) – What's really holding back Australia's nuclear industry (20:29) – Funding is hard to secure when China controls price (25:48) – Seeking quarterly returns is holding back long term investment (28:51) - The catalyst for change (31:49) – We need diversity of thinkers, not just how we look (36:58) – Superfunds aren't doing enough to drive genuine, innovative change (40:00) - A drink for each climate
OnAir @ IMARC: Nicholas Boyd-Mathews, chief investment officer from Eden Asset Management joins Shae Russell to tackle some difficult topics. Nick doesn't hold back when it comes to addressing gender diversity in boardrooms across funds managers and resources companies, why ESG will become increasingly important to fund managers in the years ahead and there is no consensus on what ‘long term investing' is. (0:59) – Do Exchange traded funds (ETFs) create lazy investors? (4:08) – If women are proven to be better investors, where are all the female fund managers? (9:30) – When ethics and investing collide (15:39) – ESG will become as ingrained as occupational health and safety practices (19:40) – Ditching fossils fuels because it's popular or because it aligns with a thesis? (25:03) – A long term investment timeframe is different for everyone (289:50) – the Sex and the City influence
Resource news in 15 minutes (Mmm, we're a little bit over but it's worth it): In this episode Shae Russell discusses why your average chocolate block is about to cost a whole lot more, crude prices reliant on OPEC moves and some decisions from Saudi Arabia suggest the oil market isn't as robust as they'd like us to believe, what's really pushing gold higher when perhaps it shouldn't be up and we hear from Ilala Metals on the three most common uranium ore bodies. Timestamps (1:00) – Is gold overvalued right now? (6:21) – Headwinds remain for spot gold, conflict keeps the price elevated (8:31) – Oil demand isn't as strong we think (10:19) – Why no one can afford chocolate anymore… (13:16) – Uranium reaches an 11 year high (13:55) – Ilala Metals: The three most common types of uranium ore
“Back in the day if you couldn't see it, you couldn't mine it”. Sean Russo, managing director of Noah's Rule joins Cocktails & Commodities. In this episode, Sean revisits ‘the last of the chalkies', the impact the newly floated Aussie dollar had on gold miners hedging books, two key processes which transformed Australia's gold mining industry and why the purple patch is the sweet spot for gold investors. (1:52) – Starting out when Alan Bond ruled the gold sector (4:00) – The last of the ‘chalkies' (6:40) – How Australia became a gold mining behemoth (10:17) – Aussie dollar: From parity to half (17:00) – Look for the purple patch (24:14) – Currency weakness, high mining costs & gold prices (28:11) – Hedging secret: Why miners need to hedge oil (35:00) – Where the gold price is going (43:01) – A favourite tipple Prices correct at the time of recording
OnAir @ IMARC: Phillip Thomas, executive director from Patagonia Lithium joins Shae Russell to discuss the enormous amount of energy electric vehicle batteries will need, what China's lithium stockpiling means for lithium supply and exploration in Argentina.
OnAir @ IMARC: Joe David, managing director from Elementos Limited swung past the Cocktails & Commodities booth to cover why tin is a critical metal, its role in electronics with no viable substitute and the fundamentals pushing up tin demand while supply tightens.
OnAir @ IMARC: Peter Wright, executive director of Greenwing Resources joins Cocktails & Commodities to discuss how graphite's fundamentals are the same as lithium's, the risk to the electric vehicle manufacturing if China cuts graphene, how Greenwing has quadrupled the project's resource and Madagascar's thriving mining economy.
OnAir @ IMARC: Greg Hall CEO from Alligator Energy jumps on the mic to discuss the uranium resurgence, the factors which have swung in nuclear energy's favour and how Australia can shift nuclear energy sentiment out of the 1970s.
‘Don't conflate the energy transition with electric vehicles – the future is more bullish than we realise'. Rick Rule jumps back on the mic for part two, where he covers the fastest growing use for silver, vanadium's role in the energy transition and why fossils fuels aren't done yet. 0:50 – Silver versus coal – what's the most hated commodity 4:49 – Coal produces raking in the profits but narrative drives investors away 7:25 – Understanding the silver fundamentals 13:12 – The fastest growing use of silver 14:15 – Vanadium's place in the energy transition 19:17 – The electrification of everything has decades to run Want Rick to rank your portfolio? Go here: https://ruleinvestmentmedia.com/ Learn more about Rick's bootcamps here: https://ruleclassroom.com/
Rick Rule joins Shae Russell to discuss the next generation of resource investors, why the uranium bull market still has room to run and the most hated commodity right now. Part two will play next. 1:41 – The next generation of investor 6:43 – Family offices increasingly fund new explorers 10:54 – Time in the market is better than timing the market 14:25 – Australia continues to benefit from the Inflation Reduction Act 18:53 – What happened to the long term investor? 22:23 – Uranium bull market here to stay
Silver at the surface, zinc in the middle and copper down below. In this episode, Donald Garner, managing director of Iltanti Resources [ASX:ILT] explains the historical mining of the company's Herberton project, it's sheer size and scale still to be revealed and why we need to explore for more base metals to make the energy transition happen. Timestamps: 2:31 - Diverse projects and one with historic mining 5:22 – Herberton project full of critical minerals 8:14 – ‘Big' system, potential for a high grade mineralisation 10:33 – Minerals stacked on minerals stacked on minerals 13:32 – Lithium isn't the only mineral for the energy transition 18:26 – The best unexplored silver project in Australia 23:24 – Ethical mindset the start If you would like to learn more about Iltani Resources go here: iltaniresources.com.au
Blurb: In this episode, James May from Jervois Global explains Finland's role as a specialty metals refining hub outside of China, why being both miner and refiner allows the company to catch all parts of the cobalt supply chain and the company's strategic move into nickel refining. TIMESTAMPS: 1:19 - Jervois, Jervois or Jervois? 3:29 – Finland role as a specialty metals refining hub outside China 6:37 – Dig up rock, process rock, sell rock 8:54 – Capturing the whole value of the supply chain 13:37 – How the US' Inflation Reduction Act helped Australian investors 22:15 – The strategic move into nickel 24:29 – Three projects generating revenue in less than two years
Resources news in under 15 minutes (almost): In this episode Shae Russell discusses gold's drop as the Fed warns there's another rate hike in the air, iron ore is at a five month high, Brent crude eyes off triple digit prices and uranium bulls unite. 0:51 – Gold falls but Asian bar demand is up 2:16 – Iron ore rallies on the stimulus fairytale 3:40 – ‘Only noise' is needed to push crude to USD$100 per barrel 6:22 – September uranium rally a taste of what's to come 7:40 – Uranium's two prices 12:25 – The legacy clause sucking up uranium supply
Sean Modd from Modd Co Capital is back on the mic for part two of our agriculture commodities chat. Today Sean talks about the risks of Ukraine swapping out wheat crops for sunflower seeds, why Russia needs the Odessa port, the two countries driving up Australia's milk prices and the risks changing weather patterns mean for global agriculture. Timestamps: 1:18 – The seaport favoured since Catherine the Great 5:50 – Ukraine may swap wheat for sunflower seeds this planting season 7:06 – Rising wheat prices have always led to a revolution 9:30 – Australia can feed itself but vulnerable to the global price of commodities 11:40 – India's demand for ice cream is partly responsible for driving up global milk prices 16:30 – US labour dairy cow shortages is adding pressure to global milk prices 21:31 – Agriculture supply disruptions from La Nina and El Nino 24:51 - Genetically modified food will increase to offset changing weather patterns 28:33 – Fossil fuels that make up petrochemicals are an important part of agriculture 33:55 – The breakfast cocktail of choice Part 1 with Sean can be found here: (aired 4th September) https://open.spotify.com/episode/03haP6Zfv2Mzo0OgbX5QfY?si=0bbec70503264b87
In this episode, Stan Wholley, managing director of soon to list CGN Resources, discusses why they've headed out to the West Arunta – one of the most remote places in Australia – to unearth a potential iron oxide copper gold deposit, plus while there CGN says the ground is also highly prospective for nick sulphides, a smattering of cobalt and even rare earths. Timestamps: 2:23 – GCN Resources is new to the ASX but a decade in the making 5:19 – The West Arunta – Australia's last frontier for major discoveries 8:40 – The new ‘elephant' country 12:12 – Six targets at IPO, plus another the potential to add 10 more 15:10 – An accidental copper discovery 18:58 – Nimble management will allow exploration to follow the rock story 24:02 – Drilling will start the day CGN Resources hits the ASX 27:03 – IOCG prospects Tantor and Surus to be drilled first 31:28 – A classic drink and famous elephants Learn more about CGN Resources here: CGNResources.com.au
Rising food prices are here to stay, and it has nothing to do with central banks. Join Shae Russell and agricultural commodities trader Sean Modd, of Modd Co Capital in this two-part ‘ag's' series. In part one, Sean and Shae discuss the volatility in tea prices, the insect born disease destroying orange crops and why the humble chocolate bar is about to get political. Timestamps: 2:45 – How the financial crisis birthed an agricultural commodities trader 5:15 – Trading resources versus agriculture 8:42 – Cooking with Commodities meets Cocktails & Commodities 11:42 – We can't blame central banks for rising food prices 13:45 – Greening disease may hurt Brazil's orange crops as well 18:33 – Tea is too complicated for the futures market 23:32 – Ghana and the Ivory Coast control the cocoa trade 29:09 – Chocolate risks becoming political 31:37 – The wage income differential
Resource news in under 15 mins: Property woes grip China, dragging the Aussie dollar down with it, but it's not the only factor putting pressure on the currency. Gold heads south for the Australian winter yet copper and silver turn north. Plus, one bank makes a contrarian call on oil… Timestamps: 0:35 - Gold heads south…will it retest US$1,840? 1:50 – Silver and copper move up on low stockpiles 3:54 – Oil bulls warn there's an oil deficit coming 5:44 – One bank says the opposite…and that oil will see big falls next year 7:15 – Chinese property developer defaults on payments, spooks the Aussie dollar 9:20 – Imported inflation: The problem the RBA hasn't talked about 10:05 – Aussie dollar: Lower for longer 11:45 – Aussie's aren't familiar with long term currency weakness 13:20 – Would a weak Aussie dollar lead to a resurgence in local manufacturing?
Resource news in under 15 mins: Rumblings in the LNG market could see natural gas prices double, gold dips and looks set to go lower, and China pursues the tech war with gusto but its recent announcement of export controls on semiconductor metals has had unintentional consequences. Timestamps 0:34 – Gold dips as US inflation falls 2:24 – Strike action threatens gas prices 4:28 – No big bang for Chinese stimulus 5:54 – US locks China out of the computer chip market 7:40 – China hits back with export controls for two metals 8:55 – The unintended consequences of political policy 10:00 - The secret metal to high powered electronics 12:23 – Iltani Resources has Australia's highest grade indium deposit
Without silver, there's no computers, no phone, no solar panels, or even light switches. The ‘other' precious metal is both a commodity and a precious metal. Today, Andy Schectman, CEO of Miles Franklin Precious Metals joins Shae Russell as they discuss silver's duality, the role it plays from green technology to military applications and why one department warns silver may be the first element to be struck from the periodic table. Timestamps: 2:33 – Understanding silver's duality as a metal 4:21 – From green technology to military applications 8:08 – The 200 million ounce deficit 11:29 – ‘Investor's don't buy silver when it's on sale' 15:14 – The generational disconnect from precious metals 18:11 – How a banking crisis brought people to gold and silver 24:15 – Maple Leaf's or Silver Eagle's? 26:11 – Make it a double
Resource news in under 15 minutes: Copper, tin and silver to name just a few metals are all in short supply, the best is still to come for mineral exploration, Jim Rickards on the rise of the BRICS power bloc, investing lessons from Rick Rule and too many stock holders are looking for quick gains and have forgotten patience required for long term gains. Timestamps 1:09 – Spot silver falls…but we desperately need to find more 2:48 – Fed says there'll be a soft landing, several others say a US recession is inevitable 4:18 – Crude rallies, copper holds but Chinese stimulus set to disappoint 5:32 – OJ futures hit all time high 6:18 – Obscure metal rallies 7:37 – ‘This was a metals conference' 9:07 – Geologist says the resource industry is ready to blossom 10:02 – Jim Rickards on the rise of the BRICS power bloc 12:03 – Do investors not know how to invest anymore? 13:00 - Investing lessons from Rick Rule
Dan Porter from Pure Asset Management comes back for the final installment, where he and Shae Russell discuss why incumbent energy systems don't turn on a dime, how permitting and funding are slowing down the energy transition and the two critical minerals you must put on your watch list. Timestamps 00:58 – The energy transition is about moving from ‘liquids to solids' 3:19 – To achieve any of the ESG requirements you need a lot more mining 4:16 – Permitting times for mining have blown out in the past decade 7:40 – Metals exchanges are drained of stockpiles 9:46 – Enormous opportunities for investors when lack of supply is realised 12:58 – There are very few fund manager ‘eyes' on the resource industry 14:48 – Can Australia become a critical minerals processor? 20:21 – Price floors are becoming more common in offtake agreements 22:53 – The struggle to lock in a long term supply of minerals 23:55 – Two battery metals for your watch list: one for EVs and one for large battery storage 26:30 – What pairs well with a steak Find part 1 here: https://open.spotify.com/episode/1xFP81Li9q12YZfuplcnLu?si=hwGBE8Y9QKWXgvsnpsLvqg
Dan Porter from Pure Asset Management joins Shae Russell in part one of their two-part energy discussion. Today they cover the one trillion dollars not factored into the renewable equation, why crushing rocks need so much energy, the uncomfortable truth about coal, understanding our complex energy grid and how renewable energy fits into our existing distribution network. Timestamps: 1:35 – From coal analyst to resource fund manager 4:32 – The ultimate contrarian indicator 5:36 – Why we rely on alternating current rather than direct current electricity 8:33 – Our centralised energy systems 11:23: - Solar energy is significantly cheaper yet the infrastructure is expensive 12:26 – The missing trillion dollars from the energy transition equation 16:55 – Baseload power is needed overnight 21:31 – Intermittent energy needs
Resource news in under 15 minutes: Markets hinge on hope for Chinese stimulus but it may not come the way we remember it. Silver joins gold and rallies higher, how a Floridian frost drove up the cost of breakfast and a major miner puts the spotlight back on graphite. Timestamps: 0:38 – Disappointing Chinese data leaves markets hoping for stimulus that may never come 3:03 – Gold reaches a five week high 4:22 – Silver breaks through past resistance 5:03 – Coppers moves higher on stockpile concerns 5:45 – Are traders becoming bullish on oil? 7:09 – Orange juice rallies and the Duke Brothers finally win 10:00 – Russia ends the Black Sea Grain Initiative 11:35 – There's no switch to EVs without graphite
Recorded live at the Mines & Money Connect Melbourne conference on June 15: Lowell Resources Fund chief investment officer John Forwood, joins Shae Russell to discuss the hidden costs impacting commodity prices, how the US Inflation Reduction Act will benefit ASX explorers and the two metals all investors should put on their radar. Timestamps 1:22 – Three things impacting commodities right now 2:25 - Breaking down the moving parts within ESG 5:48 – The underinvestment in energy 7:31 – A wall of money is behind the energy transition 11:32 - How the Inflation Reduction Act could benefit Australian and Canadian explorers 13:04 – High inflation costs are causing feasibility studies to be redone 15:51 – Two metals investors should consider 18:17 – Is this breakfast martini? If you would like to more learn more about the Lowell Resources Fund go here: https://www.lowellresourcesfundsmanagement.com.au
Resource news in under 15 minutes: Gold remains subdued, the silver price goes nowhere though ANZ bank warns of a shortage, Brent is moves higher but can it hold? Copper traders are puzzled as stockpiles are drained but it's not matched up with demand, cobalt rallies but why, keep your eyes on the wheat price for the next week, two companies debut on the ASX and what the markets think the Fed will do in July. Time stamps 0:45 - The ASX welcomes two new explorers 1:17 – Gold range bound ahead of expected Fed July hike 2:39 – Australian bank warns of a silver deficit 4.25 – Large copper stockpile drawdowns puzzle traders 6:59 – Russia may not renew Black Sea Grain corridor 9:16 – Brent rallies on OPEC+ cuts but vulnerable to US economic data this week 10:25 – Cobalt spreads pushing cobalt price higher 13:38 – US embraces economic nationalism
In this episode, Sam Lee Mohan, Managing Director of Frontier Energy breaks down what the ‘colours' of hydrogen really mean, how technology behind this gas will change the energy landscape and lays out two key pathways to revenue. Timestamps: 1:50 – What is hydrogen? 3:08 – The ‘colours' of hydrogen defines the technology used to create it 4:13 – Bringing these projects to life 9:43 – How solar farms make hydrogen green 13:13 – Revenue generation will come in two stages 15:42 – Baseload power coming off the WA grid and how Frontier Energy fits in 17:18 - Can you build it, approve it and make money from it? The three pillars underpinning Frontier Energy 19:52 – Clear pathways to revenue
In this episode, Peter Moore executive chairman of Sierra Nevada Gold [ASX:SNX] talks through the prolific Walker Lane trend in Nevada and the two key projects to keep your eye on as drilling starts next month. Timestamps: 1:30 – Exploring in Nevada for over ten years 3:34 – Walker Lane trend hasn't seen large scale modern exploration 5:28 – Two key projects to watch over the next six months 8:14 – Previous exploration revealed a surprising new target 10:10 – Have Sierra Nevada found a porphyry system in gold country? 13:15 – One of the few Australian companies in Nevada 16:44 – Busy six month of drilling ahead... 19:31 – A very complicated martini If you want to learn more about Sierra Nevada Gold go here: sngold.com.au **Please note all information in this podcast is general in nature and not to be considered financial advice.
Recorded live at the Mines & Money Connect Melbourne conference: ABC Refinery's Head of Institutional Markets Nick Frappell joins Shae Russell to discuss the recent Fed pause and how investors should brace for more hikes. Can the Aussie dollar maintain its momentum? Plus silver continues to struggle and why Shae was booed over her gold price forecast. Please note, this episode was recorded on 15th June and all prices were correct at the time of recording. Timestamps: 0:51 – The two biggest influences on spot gold prices 2:46 – The key metric which measures investor interest 5:30 – Gold breaks below US$1,940 and heads to key support 7:27 – Silver's performance is tied to China's lacklustre post covid reopening 9:10 – Fed ‘skips' an increase, but more hikes to come 13:33 – US inflation will remain sticky 16:41 – What's driving Aussie dollar momentum 20:41 – Mines & Money panel were extremely bullish on gold 23:35 – A break of gold's triple top (US$2,075) could see the yellow metal reach… 26:32 – A twist on Bond's favourite drink To hear more from Nick Frappell and his monthly technical insights go here: https://www.abcrefinery.com/resources/media-articles/may-2023-technical-report/
“Looking for something the size of a football field 1,000m deep”. In this episode Andrew Vigar, executive chairman for Terra Uranium [ASX:T92], talks through how the company moved from concept to drilling in less than two years, what it will take to find uranium deep undercover and why ‘solution mining' will mean less capital expenditure for development, speed up the ability to mine (should they find anything), but most importantly why this mining method will protect the environment long after extraction. 3:50 – Athabasca: a high-grade uranium rich province 4:50 – Impressive pedigree right up to the board level 8:10 – Geophysics revealed extremely strong conductors 11:31 – No modern exploration for more than 30 years 15:19 – Solution mining will significantly reduce the impact mining has on the environment 17:53 – Well located, infrastructure within 100km of both projects 19:30 – Why the team is excited about helium If you want to learn more about Terra Uranium go here: https://t92.com.au/ **Please note all information in this podcast is general in nature and not to be considered financial advice.
Resource news in under 20 minutes: Gold dips down and breaks below technical support, oil doesn't know which way to go and will China's central bank's rate cut stimulate the local property sector? Plus Shae looks at why investors are so excited about lithium explorer Recharge Metals and how newly listed True North Copper is out part of the new mineral economy rush in outback Queensland.
Dr Cameron Perks, principal analyst for Lithium at Benchmark Minerals Intelligence returns for part two of his lithium interview. Today he discusses the rise of economic nationalism and the impact on lithium, why Elon Musk might just need better advisors and is the market ready to pay a premium for provenance? Timestamps: 0:39 – Will Australian lithium miners embrace the downstream process? 2:58 – Financial incentives in the Inflation Reduction Act may not trickle down to the mining level 7:52 - Where the bottle necks in lithium are really lurking. 10:39 – Picking on a billionaire 13:02 – Key things to look for when investing in lithium 16:32 – We put mocktails on the menu Miss part one? Go here: https://open.spotify.com/episode/0mhWncK3uDCkOaxQoHFkYg?si=I-7LEFNbT1eJ7m9hugldNg
Understanding the lithium spot price: From a room full of people to several over-the-counter markets, Dr Cameron Perks joins Shae Russell to explain the lithium market dynamics. In part one of this two part series, Cameron breaks down lithium pricing, explains direct lithium extraction potential and how it will close the supply gap, plus we look at the role automakers are playing in mining off take agreements and will the broader market be prepared to pay a premium for provenance. Timestamps · 2:25 – Lithium is still a specialised chemical and battery grades can vary between parties · 5:19 – Chinese market is a useful price indicator · 7:48 – DLE technology is more of an umbrella term, could potentially unlock new resources · 13:40 – Lithium's looming medium term deficit · 17:34 – EV makers more willing to put their money where their mouth is · 19:05 – Weighing economics against national interests
Resource news in under 15 minutes: Iron ore, copper, gold and brent crude are all higher this week, but why? Mining exploration expenditure drops leaving many junior miners as potential takeover targets, why Namibia rattling the economic nationalism cage may be good for uranium stocks in the long run and how the global commodity price crash won't stop Australia's inflation woes just yet. Timestamps: · 0:30 – The four commodities making headlines this week · 4:41 – RBA increases rates for 12th time in 13 months · 5:50 – Australia's inflation is proving to rate resistant · 6:09 – How Coles & Woolworths drove up milk prices · 7:05 – High consumer food prices reflecting agricultural disruption from Ukraine invasion · 8:10 – Fertiliser prices have a bigger impact on food prices than energy · 9:40 – Exploration spending fell for the March quarter · 10:40 – Uranium spot price run just beginning · 12:20 – Economic nationalism and energy security changes sentiment toward nuclear energy · 14:05 – EU becoming nuclear friendly
Join Shae Russell and legendary mining investor Rick Rule as they discuss key events driving several commodities this year. In this episode, Rick explains why gold has room to run higher, what the Chilean government nationalising the lithium sector means for Australia and the stealth bull market building in uranium. Timestamps · 1:20 – Why gold will outperform in 2023 · 2:59 – Exploration stocks haven't followed commodity prices · 5:35 – Money put into the ground last business cycle is only now generating discoveries · 7:24 – Your cheat sheet to investing in junior explorers (look for Rule Classroom on YouTube) · 9:52 – The race to supply the world with lithium · 12:17 – Chile nationalising the lithium sector bodes well for Australia · 14:24 – Uranium is in a stealth bull market · 16:15 – Greenpeace co-founder backs nuclear energy · 18:10 – Why a resources bear market is good for investors Get Rick to rate your portfolio: https://ruleinvestmentmedia.com Learn more about the Rule Investment Symposium visit: https://opptravel.zohobackstage.com/TheRuleSymposiumonNaturalResourceInvesting2023#/?affl=ShaeR
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