Podcasts about base metals

Ecora Royalties PLC (LSE:ECOR, TSX:ECOR, OTCQX:ECRAF, FRA:HGR) CEO Marc Bishop Lafleche talked with Proactive's Stephen Gunnion about a pivotal period for the company as it enters a new phase of growth driven by base metals and critical minerals. Lafleche explained that 2025 marked an inflection point for Ecora Royalties, with base metals and critical minerals representing the majority of portfolio revenue for the first time in at least 25 years. He described the year as a “landmark year,” highlighting that the performance was underpinned by a 150% increase in base metals revenue compared with 2024. The CEO outlined how this momentum was driven by a combination of higher production volumes and favourable commodity prices. Strong volume growth was recorded at the Voisey's Bay cobalt stream, as the mine continued to ramp up, with further increases expected. Additional growth came from the Mimbula copper stream, acquired in March last year, which is now operating at an annualised rate of around 20,000 tonnes of copper and is expected to expand further through 2026. Mantos Blancos also delivered a standout performance following debottlenecking initiatives completed in 2024. Discussing the balance sheet, Bishop Lafleche noted that despite acquiring a US$50 million producing copper stream, net debt had reduced from nearly US$130 million to approximately US$85 million by the end of Q4, supported by strong cash flow generation. He said, “that really strong deleveraging is in part a function of the strong cash flow generation of this portfolio.” Looking ahead, the CEO highlighted layered growth opportunities, including production increases at existing assets, brownfield expansions, near-term development projects such as Santo Domingo and West Musgrave, and longer-term catalysts across the portfolio. With supportive commodity prices for copper, cobalt and uranium, he said the outlook for Ecora Royalties remains very positive. For more interviews and insights like this, visit **Proactive's YouTube channel**, and don't forget to **like the video, subscribe to the channel, and enable notifications** so you never miss an update. #EcoraRoyalties #MarcBishopLafleche #MiningRoyalties #BaseMetals #Copper #Cobalt #CriticalMinerals #MiningStocks #ResourceInvesting #Commodities #MiningCEO #ProactiveInvestors

In this KE Report daily editorial, we are joined by Peter Boockvar, Chief Investment Officer at OnePoint BFG Wealth Partners and editor of The Boock Report on Substack. Peter shares his perspective on recent volatility across commodities, the outlook for precious metals, energy markets, and what earnings season is revealing about the broader economy. Key themes discussed include: Gold & Silver Volatility - A look at the parabolic move and sharp correction in precious metals, why consolidation may take time, and what could ultimately re-establish a more stable base. Macro Risks to the Precious Metals Bull Market - Central bank policy, currency strength, geopolitical dynamics, and factors that could weaken long-term demand for gold. Base Metals, Critical & Strategic Resources - How deglobalization, supply chain security, and resource hoarding are reshaping demand for industrial and strategic metals. Energy Markets & Oil Outlook - Why oil remains supported despite bearish sentiment, the impact of underinvestment, and what higher prices could mean for energy equities. Earnings Season & Equity Valuations - Insights into elevated expectations, revenue trends, margin pressures, and what current earnings reveal about economic momentum. Sector Positioning for 2026 - Peter highlights where he sees opportunity, including energy, commodities, and select defensive sectors amid shifting market leadership.   Click here to follow Peter at The Boock Report - https://peterboockvar.substack.com/   --------------------- For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/   Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

Simon Constable reports from temperate France with commodities analysis, noting copper and gold trading dear as industrial demand and safe-haven buying drive precious and base metals prices higher.

In this KE Report Daily Editorial, I am joined by Daryl Fletcher, Managing Director of Commodities at Bannockburn Capital Markets, for a fast-moving review of energy, precious metals, and base metals as markets cool into December.   Key Discussion Highlights Overall Commodity Tone Broad consolidation across sectors, with volatility sharply lower and the Bloomberg Commodity Index largely flat for the month. Natural Gas Winter-driven spike in the front month; storage ~4% above the 5-year average; production strong; market balanced unless a deep winter hits. Crude Oil Persistent downtrend toward mid-$50s; risk premium fading; curve extremely flat; potential for sharper contango if Russia–Ukraine risk fully unwinds. Precious Metals Gold and silver holding firm after a strong year; technical consolidation continues; ETF inflows (especially U.S.) remain supportive. Copper & Base Metals Copper steady near $5; COMEX inventories at highs; tariff uncertainty keeps buyers cautious; longer-term fundamentals still constructive. Looking Ahead Gas remains weather-driven; crude could move quickly lower; metals likely range-bound through year-end; 2026 tariff dynamics worth watching. Click here to learn more about Bannockburn Capital Markets ----------- For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

Doc Jones, private activist resource investor and influencer on Ceo.ca and X/Twitter, joins us for his outlook on the precious metals, base metals, and energy sector and how he is positioned in select stocks within his portfolio.   We start off getting the key macroeconomic factors that him more muted on outsized upside in both gold and silver, after such a big run in the precious metals related stocks so far this year, and really over the last few years.  He points out that over the last 3 years that many of the quality PM producers are up 5x-10x or more, and that he had some developers up as much as 15x, so it was prudent to start harvesting gains and raising cash to deploy in other commodities and opportunities that hadn't run as much.   With regards to the base metals companies, Doc Jones points out that a lot of the polymetallic deposits still have considerable exposure to gold, silver, platinum, and palladium as valuable co-credits.  He mentions the rationale for his long-standing interest and key portfolio positions in Emerita Resources (TSX.V: EMO) (OTCQB: EMOTF) and Magna Mining (TSX.V: NICU) (OTCQB: MGMNF); which both have exposure and leverage to a blend of critical minerals and precious metals. He also highlights a new portfolio position, Canadian Copper (CSE: CCI), which also has a solid mix of exposure to both industrial metals and PMs.   Wrapping up we shifted over to traditional energy getting his outlook on both oil and natural gas, but why he is favoring investing in Canadian heavy oil sands projects and natural gas projects.  He goes on to extol the benefits of picking up quality energy stocks that pay investors good dividends while they are waiting for fundamental company catalysts and higher future energy prices.  Doc Jones highlights Cardinal Energy Ltd. (TSX: CJ) as one example of such a company that he is positioned in.   *In full disclosure, Doc Jones holds a position in these companies discussed at the time of this recording, but is not compensated by any company to market them.  These are simply his views and opinions as to why he likes investing in them, but this is not investment advice.   Click here to follow Doc Jones on Ceo.ca   Click here to follow Doc Jones on X/Twitter   For more market commentary & interview summaries, subscribe to our Substacks:   The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/     Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decision

Ecora Resources PLC (LSE:ECOR, TSX:ECOR, OTCQX:ECRAF) CEO Marc Bishop Lafleche talked with Proactive's Stephen Gunnion about the company's record third-quarter performance and updated full-year guidance. The update revealed a 112% increase in portfolio contribution compared to Q2 2025, driven largely by base metals royalties. Lafleche highlighted that “mining at Kestrel returned to our royalty area,” contributing to a total portfolio contribution of £9.9 million, a 150% year-on-year increase for the first nine months of 2025. Voisey's Bay emerged as a key contributor, achieving record cobalt entitlement and revenue, prompting Ecora to raise its full-year guidance from 365–390 tonnes to 434–448 tonnes. The company also expects more than 500 tonnes in 2026, supported by cobalt prices climbing from $14 to $24.50 per pound. Ecora also reported strong contributions from its copper assets, including Mantos Blancos and Mimbula, both achieving record results. Development-stage milestones were achieved at Santo Domingo, where a JV with Orion Resource Partners marked a significant de-risking event. Net debt has been reduced by over 30% since the Mimbula acquisition in Q1 2025. Lafleche said, “It really demonstrates the cash generation potential that exists within Ecora.” Looking ahead, the company expects continued volume growth and further de-risking milestones in 2026, with exposure to rising copper, cobalt, and uranium prices. For more updates like this, visit Proactive's YouTube channel. Don't forget to like this video, subscribe to the channel, and hit the notification bell to stay informed. #EcoraResources #BaseMetals #CobaltPrices #VoiseysBay #CopperMining #RoyaltyPortfolio #MiningInvesting #Q3Results #Mimbula #SantoDomingo #MiningRoyalties #NaturalResources #MetalsMarket #InvestorUpdate

We interrupt our series on AI to bring you an important episode on an opportunity we have been waiting years for.  We pack a lot into this 12 minute episode, including what signs we should be looking for, what signs we already have, and how to play what could just be a very unconventional run up in base metals of all places.   Recommended Crypto Trading Platform (And Bonus Eligibility) - https://nononsenseforex.com/cryptocurrencies/best-crypto-trading-platform/   For Decentralized Crypto Trading (US Citizens Can Join) - https://nononsenseforex.com/decentralized-trading-platform/   Blueberry Markets Blog (Top FX Broker) - https://nononsenseforex.com/uncategorized/blueberry-markets-review-my-top-broker-for-2019/   Follow VP on Twitter https://twitter.com/This_Is_VP4X   Check out my Forex trading material too! https://nononsenseforex.com/   The host of this podcast is not a licensed financial advisor, and nothing heard on this podcast should be taken as financial advice.  Do your own research and understand all financial decisions and the results therein are yours and yours alone.  The host is not responsible for the actions of their sponsors and/or affiliates.  Conversely, views expressed on this podcast are that of the host only and may not reflect the views of any companies mentioned. Trading Forex involves risk.  Losses can exceed deposits. We are not taking requests for episode topics at this time.  Thank you for understanding.

Goldman Sachs' Daan Struyven discusses how recent geopolitical events and evolving tariff policies are affecting the commodity and economic landscape. This episode was recorded on June 30, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices

A better-than-expected US-China trade reprieve and reduced recession probabilities has diminished the downside tail risks to both base metals demand and prices. While prices could continue to run higher in the near-term amid a further extension of Chinese demand front-loading following the 90-day tariff reprieve, we are cautious of the longevity of this extension and still think a more bearish reckoning is likely in 2H25 as all the pull-forward in demand eventually drives a rather significant hangover.   Speaker Gregory Shearer, Head of Base and Precious Metal Research    This podcast was recorded on 16 May 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4982649-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

Strickland Metals: Multi-million ounce gold & base metals resources after two big upgrades Listen to ASX-listed Strickland Metals Managing Director Paul L’Herpiniere talk to Matt Birney on the Bulls N’ Bears Report about Strickland’s two projects in two countries that combine for millions of ounces of gold and base metals. See omnystudio.com/listener for privacy information.

Chris Temple, Editor and Publisher of the National Investor, joins us to delve into the renewed interest in base metals, gold, uranium, and other critical minerals and the implications and potential benefits to the US as a mining jurisdiction on the back of the new executive order from Trump issued on March 20th titled “Immediate Measures to Increase American Mineral Production.”   This executive order will utilize the Defense Production Act (DPA) to focus on sourcing more domestically mined, processed, or refined critical minerals and strategic mineral as a matter of national security.  There appears to be a joint effort between the U.S. International Development Finance Corporation and the Department of Defense to provide investment support, loans, and possibly grant for mining projects.  There is also an expedited priority on reviewing the permitting on projects seeking development from usual base metals like nickel aluminum and copper, but also includes rare earths, gold, and uranium.   Chris outlines what impact these initiatives may have on permitting timelines and regulations around developing new mines, as well as how this could affect opening up more funds, loans, and grants to bring in the necessary capital for moving these projects forward.  However, while there are many positives, Chris points to how many hurtles are still in place at various levels of government and from legal actions from NGOs; in addition to how much more real work is needed to earnestly impact the extractive industries in the United States.  We also layer on how this executive order squares with other policy initiatives like tariffs on many metals and countries, and a reduction in government workers and cost cutting measures.   This leads into a nuanced discussion of the spotlight and investor interest back on many of the large advanced projects that have been stalled for decades like Northern Dynasty's Pebble, Trilogy's Rambler road access to the Upper Kobuk mineral project, Rio Tinto's Resolution Mine in Arizona, and the Teck-Glencore JV at NorthMet in Minnesota.  Chris reminds listeners that with all those projects, if they do ever get approved, they would still be many years from producing more of these critical minerals.    He also highlights examples of how the government and manufacturers have a poor track record of acting in on these kinds of initiatives in a timely manner. Chris points to the disconnect in the long permitting process where the Bureau of Land Management (BLM) finally approved Lithium Americas Thacker Pass Lithium Project, and then automotive giant General Motors announced it would invest $650M in the mine project, giving GM exclusive access to the first phase of production.  When everything did finally start lining up for project development, the lithium prices which had been high for years reversed course and cratered in price, with an oversupply of lithium flooding the market and expectations being lowered for EV adoption rates and future demand.   We wrap up with Chris sharing why his top 3 commodities areas for this year are still gold, uranium, and traditional energy with oil and gas companies.   He is encouraged by the record all-time high prices in gold during the first quarter of 2025, but feels the biggest opportunity for resource investors at present is in the deeply discounted uranium equities, which he stated “are a gift at these levels.”   Click here to follow along with Chris at the National Investor website.

Chris Temple, Editor of The National Investor join us to delve into the renewed interest in base metals and critical minerals amid recent tariff threats from the Trump administration.    We discuss how these tariffs could impact the U.S. economy, consumer prices, and global trade. Chris provides historical context on tariff policies and gives a detailed analysis of the potential investment opportunities and risks in various metals and commodities such as tungsten, antimony, copper, nickel, and uranium.    We also explore the challenges in U.S. resource development, focusing on the need for making national projects economically viable despite global pricing pressures.   Click here to follow along with Chris at the National Investor.

Darrell Fletcher, Managing Director Commodities at Bannockburn Capital Markets joins me to recap commodity moves in 2024 and his outlook for 2025.    Key topics include performance analysis and future outlooks for major commodities such as natural gas, precious metals, base metals, oil, and more. Darrell highlights the impact of global factors like Chinese demand, weather volatility, inflation trends, and the geopolitical landscape on these markets.    We delve into specific commodities' performance trends, including strong starts for natural gas and crude oil in 2025 and the ongoing challenges for ferrous metals. Darrell also shares insights into how upcoming U.S. administration policies and trade tariffs could influence market volatility and investor confidence as well as the strong US Dollar to start the year.   Click here to learn more about Bannockburn Capital Markets. 

Proactive's Tylah Tully gives an outlook for base metals in 2025. Base metals, including copper, aluminium, zinc, nickel, and lead, remain essential for modern industry, with applications in infrastructure, transportation, technology and renewable energy. However, these cyclical commodities currently face low prices due to seasonal factors, a strong US dollar and geopolitical uncertainties. Analysts anticipate a recovery driven by potential US Federal Reserve rate cuts, economic stimulus in China, and continued infrastructure and energy transition investments. Magnetite Mines Ltd (ASX:MGT) is focused on low-carbon steelmaking with its Razorback Iron Ore Project in South Australia, targeting premium Direct Reduction (DR) grade iron ore concentrates. The company submitted a Mining Lease Proposal and signed a non-binding agreement with JFE Steel to fund a definitive feasibility study. FireFly Metals Ltd (ASX:FFM) is advancing its Green Bay Ming Mine in Canada, reporting 86.3 metres at 3.7% copper equivalent in 2024. A resource update is planned to expand the current 59-million-tonne estimate at 2% copper equivalent. Cyclone Metals Ltd (ASX:CLE) Iron Bear Project in Canada produced DR pellets with a metallisation ratio of 99.1%. Ongoing metallurgical testing supports steel mill evaluations and offtake discussions. Cyprium Metals Ltd (ASX:CYM) has confirmed the Nifty Copper Complex in Western Australia is economically viable, with a pre-feasibility study estimating A$9.2 billion in gross revenue and A$1.13 billion NPV. The project plans dual production strategies for copper concentrates and cathodes. Leeuwin Metals Ltd (ASX:LM1) has an Iron Ore Project in Western Australia where it has expanded its mineralised footprint to 2.4 kilometres, with iron grades exceeding 50%. The company progresses towards tenement grants and further exploration. #ProactiveInvestors #MagnetiteMines, #FireFlyMetals, #CycloneMetals, #CypriumMetals, #LeeuwinMetals, #ASX, #BaseMetals, #ASXMining, #Copper, #IronOre, #SustainableMining #GreenSteel, #EnergyTransition, #Nickel, #Lithium, #Infrastructure, #MiningUpdates, #ResourceDevelopment, #CriticalMetals, #ExplorationSuccess, #MiningAustralia

Interview with Gavin Ferrar, CEO of Central Asia Metals PLCRecording date: 4th December 2024Central Asia Metals (LSE:CAML) offers investors a compelling opportunity in the base metals space. The company owns two low-cost, cash-generating assets: the Kounrad dump leach copper project in Kazakhstan and the Sasa lead-zinc mine in North Macedonia.Kounrad is a unique operation that reprocesses old Soviet-era waste dumps to extract copper. This allows CAML to produce copper at industry-leading costs, with a remarkable 72% EBITDA margin. The asset is expected to continue producing 13,000-14,000 tonnes of copper cathode annually until 2034.In 2017, CAML diversified its portfolio by acquiring the Sasa underground mine for $400 million. Sasa provides a steady stream of lead and zinc production, with the concentrates sold to nearby European smelters. This geographic advantage reduces logistics risks and costs compared to mines selling to Asian markets.CAML's strong financial position is a key differentiator. The company has $56.3 million in cash, no debt, and generates free cash flow around $30 million for the first half of the year. This allows CAML to fund growth initiatives while returning cash to shareholders through a generous dividend policy. The current dividend yield stands at an attractive 12%.Management is focused on growth through disciplined acquisitions. CEO Gavin Ferrar and his team are actively seeking opportunities to add assets that can contribute $50 million in EBITDA. While they have reviewed numerous projects, they remain selective to ensure any deal meets their strict investment criteria. CAML's technical expertise and strong industry relationships give them an edge in identifying and executing on the right growth opportunity. With a supportive shareholder base and ample financial firepower, the company is well-positioned to create value through accretive acquisitions.Operationally, CAML is implementing initiatives to future-proof its assets and maintain its cost advantages. At Sasa, new mining methods and tailings management practices are being introduced to improve efficiency and reduce environmental risks. Kounrad continues to deliver steady, low-cost production.The outlook for base metals, particularly copper and zinc, remains favorable. Copper is a critical component in the global transition to clean energy, while zinc benefits from steady demand in the steel and construction industries. CAML's portfolio provides direct exposure to these positive demand drivers.In summary, Central Asia Metals presents a balanced investment proposition. The company's existing assets generate strong cash flows and industry-leading margins. Management's disciplined growth strategy and operational excellence initiatives offer additional upside potential. With an attractive dividend yield and exposure to key base metals, CAML is a compelling consideration for investors seeking both income and growth in the mining sector.

  The BCOM Index is projected to deliver a flat return in 2024 and is expected to remain relatively stable in 2025, as declines in energy are offset by further price increases in metals and agriculture. Food and energy components have accounted for 35% of the decline in the headline U.S. CPI print this year, and commodities are anticipated to continue supporting disinflationary trends in 2025. We maintain our multi-year bullish outlook on gold for the third consecutive year and anticipate stronger gains in silver and platinum. Industrial metals have moved to the second position among our most preferred sectors, and we hold a positive view on agricultural commodities relative to the forward curves. We remain neutral on U.S. natural gas, while our perspective on oil has shifted from neutral to outright bearish. Speakers:   Natasha Kaneva, Head of Global Commodities Research Shikha Chaturvedi, Head of Global Natural Gas Research Tracey Allen, Head of Agricultural Commodities Research Gregory Shearer, Head of Base and Precious Metal Research     This podcast was recorded on 6 December 2024. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4853405-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2024 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.  

Darrell Fletcher, Managing Director Commodities AT Bannockburn Capital Markets joins me to  dive into recent price moves in major commodities, all from a trading desk perspective.   We explore the significant rise in natural gas prices driven by winter weather and managed money volatility. Darrell also discusses oil market trends, highlighting a steady but somewhat boring movement in prices, and offers a comprehensive overview of copper's tumultuous year. Additionally, we touch on broader energy and base metals outlooks, delving into the implications of Trump's potential policies on infrastructure and natural gas prices. Lastly, we provide insights into the precious metals market, examining the current state of gold and silver from a trading desk perspective.   Click here to learn more about Bannockburn Capital Markets.

Investing in Bizarro World Episodes: https://youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME&si=w2d_EF-B5jMo1dYD Subscribe to Investing In Bizarro World: @bizarroworld It is a buy-the-dip-moment in gold. Prices are down slightly from the $2,790-per-ounce record hit last week. Volatility surrounding the election is only one reason it will move back higher. The debt that both candidates are avoiding now costs the country over $1 trillion per year just in interest. The consequences of their ignorance will mean the disappearance of social safety nets like Social Security over the next decade. Any victory that either party claims tomorrow is pyrrhic in nature as a result. Google it. It's why people are drowning in debt, working two jobs, or turning to wonky financial advice and strategies purveyed by the “experts” over at TikTok. One recent viral trend called the “ATM hack” told viewers to write a bad check to themselves, then withdraw the money before the check bounced. Instead of finding themselves rich or out of debt, those folks are finding themselves in court. And yet, the government will pursue the same tactic to pay off its debt. It's that money printing and financial engineering that have sent gold to record-high prices. Bitcoin touched record highs last week as well. The only winners this election season are the assets that can protect you from the government's ineptitude. This gold stock is up more than 200% this year as we head into the election. https://bit.ly/3NTRyAPIt's not an ATM hack. But it works and it's real.We discuss all this and more in the 291st episode of Investing in Bizarro World. 0:00 Intro2:01 Buy the Dip Moment in Gold9:25 Base Metals and Energy Market Dynamics13:21 The Consequences of Politicians Ignoring the Debt Crisis24:22 Better Than an ATM Hack38:58 Premium Portfolio Picks: Aldebaran ResourcesThe 50th Annual New Orleans Investment Conference is shaping up to be the investment event of the half-century. Gerardo and I, alongside other top experts, will be there to share our insights and strategies. If you're going to attend just one investment event in your career, this is the one. Don't miss out! Space is limited, so be sure to register early!https://neworleansconference.com/hodge/Visit our website Daily Profit Cycle for more content like this and more! https://dailyprofitcycle.com/

As Europe races to secure its critical metals supply, one company is developing the second-largest uranium deposit in the world—District Metals Corp. (TSX-V: DMX | FRA: DFPP).In this exclusive interview from the Nordic Funds and Mines 2024 event, held on September 25-26 in Stockholm, District Metals President, CEO, and Director Garrett Ainsworth, and Vice President of Exploration Hein Raat, explain their two-pronged strategy in uranium and base metals amid growing geopolitical tensions.Tune in to discover the potential of their projects, including their flagship Viken Project in Sweden, which hosts over one billion pounds of uranium, along with significant vanadium, potash, and base metals resources; their application to be listed on the NASDAQ First North Growth Market; and their collaboration with mining giant Boliden, which is investing $10 million in their Tomtebo Project in Sweden.Explore District Metals and why it can potentially become a key player in the EU's resource security strategy: https://districtmetals.com/Know more about Nordic Funds and Mines: https://nordicfundsandmines.com/Watch the full YouTube interview here: https://www.youtube.com/watch?v=v_z00ts3z_cAnd follow us to stay updated: https://www.youtube.com/@GlobalOneMedia?sub_confirmation=1

As Europe races to secure its critical metals supply, one company is developing the second-largest uranium deposit in the world—District Metals Corp. (TSX-V: DMX | FRA: DFPP).In this exclusive interview from the Nordic Funds and Mines 2024 event, held on September 25-26 in Stockholm, District Metals President, CEO, and Director Garrett Ainsworth, and Vice President of Exploration Hein Raat, explain their two-pronged strategy in uranium and base metals amid growing geopolitical tensions.Tune in to discover the potential of their projects, including their flagship Viken Project in Sweden, which hosts over one billion pounds of uranium, along with significant vanadium, potash, and base metals resources; their application to be listed on the NASDAQ First North Growth Market; and their collaboration with mining giant Boliden, which is investing $10 million in their Tomtebo Project in Sweden.Explore District Metals and why it can potentially become a key player in the EU's resource security strategy: https://districtmetals.com/Know more about Nordic Funds and Mines: https://nordicfundsandmines.com/Watch the full YouTube interview here: https://www.youtube.com/watch?v=v_z00ts3z_cAnd follow us to stay updated: https://www.youtube.com/@GlobalOneMedia?sub_confirmation=1

Garrett Ainsworth, President and CEO of District Metals (TSX.V:DMX - OTCQB:DMXCF - FRA: DFPP) joins me to discuss the start of drilling at the Stollberg Property, in Sweden, in collaboration with Boliden Mineral AB. I also get an update on potential lifting of the moratorium on uranium mining in country.     We start by recapping the exploration agreement with Boliden to spend C$10million over 4 years at the Stollberg and Tomtebo Properties. Garrett provides a history on the Stollberg Property including the initial area of drilling around the Gränsgruvan Mine. We also discuss other targets on the Project that could be drilled in the future.    Since I'm curious and I continue to receive a lot of emails asking about the moratorium on uranium mining in Sweden, I ask Garrett for an update.   If you have any follow up questions for Garrett please email me at Fleck@kereport.com.     Click here to visit the District Metals website to learn more about the Company.

In this episode, Tony Greer joins the show to discuss his perspective on equities, the subsectors he's trading, and his outlook on commodities. We also delve into the Trump trades, the metals market, and much more. Enjoy! __ Follow Tony Greer: https://x.com/TgMacro Follow Felix: https://x.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance Follow Blockworks: https://twitter.com/Blockworks_ — Timestamps: (00:00) Introduction (00:40) Perspective on Equities, Rates, & Commodities (06:38) Win-Win for Equities (09:59) Election & Trump Trades (13:48) A Trader's Market (17:07) Fed & Macro (20:09) Bond Yields & Volatility (22:56) Market Sentiment Push & Pull (25:09) Oil & Geopolitics (30:31) Gold Market (35:29) Precious & Base Metals (37:57) FX Market (39:04) Bitcoin & Crypto (41:28) What Would Make Tony Bearish? (43:03) Tony's Work __ Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

SIGN UP TO MY FREE EMAIL NEWSLETTER: www.resourceinsider.com Mark Cutifani has spent over 40 years in the mining industry, rising from a cadet in a coal mine to one of the most respected leaders in global mining. As the former CEO of Anglo American and now Chairman of Vale Base Metals, Mark has seen it all. In this candid conversation, we dive into his journey, from his early days in Wollongong to his leadership at some of the world's largest mining companies. SIGN UP TO MY FREE EMAIL NEWSLETTER: www.resourceinsider.com Follow Resource Insider: ​Twitter: twitter.com/Jamie_Keech​​ YouTube: youtube.com/@resourceinsider693 LinkedIn: ca.linkedin.com/in/jamiekeech --- DISCLAIMER: Ivaldi Venture Capital Ltd. – parent company of resourceinsider.com – is not a registered investment advisor or broker/dealer. Viewers are advised that the material contained herein are solely for entertainment purposes. Neither resourceinsider.com, Ivaldi Venture Capital Ltd, or any of their principals or employees purport to tell or suggest which investment securities members, viewers or readers should buy or sell for themselves or others. Readers, viewers, subscribers, site users and anyone reading or viewing material published by the above-mentioned entities or individuals should always conduct their own research and due diligence and obtain professional advice before making an investment decision. The above- noted entities and their principles, employees and contractors are not liable for any loss or damage caused by a reader's reliance on information obtained in any of our posts, newsletters, special reports, videos, podcasts, email correspondence, membership services or any of our websites. Viewers are solely responsible for their investment decisions. The information contained herein does not constitute a representation by Ivaldi Venture Capital Ltd, resourceinsider.com or any of their principals or employees, nor does such constitute a solicitation for the purchase or sale of securities. Our opinions and analysis are based on sources believed to be reliable, but no representation or warranty, expressed or implied, is made as to their accuracy or completeness of such information, opinion and/or analysis. All information contained in our newsletters, on our website or YouTube channel, or in this video should be independently verified with the companies and individuals mentioned. The editor and publisher are not responsible for errors or omissions. Ivaldi Venture Capital Ltd, resourceinsider.com and/or their principals and employees may receive compensation from time to time from the companies or individuals that may be mentioned in our newsletter, videos, podcasts, special reports or on our websites. You should assume a conflict of interest and proceed accordingly. Any opinions expressed are subject to change without notice. Principals, owners, employees and contractors have the right to buy and sell securities mentioned on our websites, videos or other channels of communication without providing notice of such purchases and sales. You should assume that if a company is discussed in this video, or on any content or websites produced by Ivaldi Venture Capital Ltd, resourceinsider.com or by any of their principals or employees, that their principles and/or employees have purchased securities, or may make an investment in the future in a company that we cover and/or discuss.

Momentum Analyst Michael Oliver returns to discuss the current market environment. What do the chart setups currently tell us? How much momentum is left in the market? #gold #FED #money ------------ Thank you to our #sponsor MONEY METALS. Make sure to pay them a visit: https://bit.ly/BUYGoldSilver ------------

Tom welcomes returning guest Peter Grandich from Peter Grandich and Company for a discussion on current economic risks and market trends. Grandich expresses concern over the markets' failure to acknowledge major issues. He argues that gold markets show some recognition of these issues, while the stock market remains complacent. With experience through three financial crises, Grandich warns that this situation is more severe due to political division and lack of meaningful solutions from Congress or the Fed. He criticizes the Fed's role in exacerbating debt through money creation during the pandemic. Peter discusses societal shifts towards consuming beyond means and their impact on happiness, the stock market, and the economy. He traces these trends to the influence of television and the internet, which have convinced people that they need more money for happiness. They note that some of the happiest people have little or no wealth while some wealthy individuals are unhappy. He criticize politicians' approach to economics compared to household management, resulting in societal issues like increasing consumer debt and a culture of living beyond it's means. Grandich discusses potential risks to the markets, including political instability leading up to the U.S. election and the impact on foreign investors divesting from American securities. He emphasizes gold's importance as a store of value in the new economic structure and advocates for capital preservation due to perceived market overvaluation. Grandich encourages individuals to build a "financial ark" through self-sufficiency, preparing for potential financial hardships, and diversifying portfolios with stocks, bonds, and gold. He also mentions the junior resource market as an area of potential undervaluation for companies searching for metals and base metals. Time Stamp References:0:00 - Introduction0:31 - Markets & Uncertainty2:12 - Fixing Things & Politics5:40 - Exponential Debt Crises8:30 - Mass Media & Marketing10:57 - Historic Comparisons13:55 - Fed Perception/Reality16:58 - Dot Plots & Fed Cuts19:26 - Political Turmoil Risk23:59 - BRICS Alliance & Gold28:20 - Building a Financial Ark32:19 - Defining Bubbles35:56 - Anti-Bubble Opportunities38:52 - Thoughts on Uranium41:27 - Base Metals & Miners46:35 - Crash Scenarios & Gold49:20 - Wrap Up Talking Points From This Episode Economic risks include political instability before the U.S. election and market complacency. Gold is seen as a safe store of value. Societal shifts towards consuming beyond means impact happiness, debt levels, and stock markets. Political division, lack of meaningful solutions from Congress or the Fed exacerbate economic concerns. Guest Links:Website: https://petergrandich.comTwitter: https://twitter.com/PeterGrandich Peter Grandich entered Wall Street in the mid-1980s with neither formal education nor training. Within three years, he was appointed Head of Investment Strategy for a leading New York Stock Exchange member firm. He would hold positions as Chief Market Strategist, Portfolio Manager for four hedge funds, and a mutual fund that bore his name. His abilities have resulted in hundreds of media interviews, including Good Morning America, Fox News, CNBC, Wall Street Journal, Barron's, Financial Post, Globe and Mail, US News & World Report, New York Times, Business Week, MarketWatch, Business News Network and dozens more. In addition, he has spoken at investment conferences worldwide, edited numerous investment newsletters, and was one of the more sought-after financial commentators. Grandich has been a member of the National Association of Christian Financial Consultants, The New York Society of Security Analysts, The Society of Quantitative Analysts, and The Markets Technician Association. He is an active supporter of Athletes in Action, the Fellowship of Christian Athletes, Good News International Ministries, and Catholic Athletes For Christ.

In this episode, we chat with Chris Griffith, CEO of Base Metals at Vedanta Resources, a global powerhouse of minerals, power, and energy companies within the group where these businesses have multiple subsidiaries within a portfolio of operations and projects comprising of operations in Zinc, Lead, Silver, Copper, Iron Ore, Steel, Nickel, and Aluminium. Chris has a wealth of experience in the mining industry and previously served as the CEO of Gold Fields and also two major mining business, Anglo American Platinum and Kumba Iron Ore. Now with Vedanta, he tells us more about the company and the demerger of its business into 6 separately listed companies. He also discusses the critical minerals space in general and the geo-politics impacting on the critical minerals industry. KEY TAKEAWAYS Vedanta Resources is planning to demerge into six separately listed companies, each focusing on specific commodities, which is expected to unlock substantial value. The base metals division of Vedanta, has significant growth plans, aiming to increase zinc and copper production to over a million tons each by 2030. Geopolitics is impacting the critical minerals industry, with countries like the US, Canada, and China focusing on securing critical mineral assets and investing in African mining projects. Vedanta's mines and processing plants are strategically located in favourable mining jurisdictions like South Africa, Namibia, Zambia, India, and the Middle East to capitalise on growth opportunities. Vedanta has made significant progress in ESG initiatives, ranking among the top three globally in the Dow Jones Sustainability Index, showcasing their commitment to sustainability and responsible mining practices. BEST MOMENTS "I think the potential for Africa growth with the demand for critical minerals, and as we see the growth of the world needing growth in mining, you'll continue to see expansion of mining in Africa." "We've already seen 100% growth in the share price in this past year. I think as the demerger happens, which I think is one of the key things to watch for, I think that's all lined up to happen."  "The real jewel in the crown is the fact that KCM, the Konkola copper mines in Zambia, which has been sort of under government control for the past five years, we announced at the end of last year that we had reached agreement with government and now just needed to go through the regulatory approval process." VALUABLE RESOURCES Mail:        rob@mining-international.org LinkedIn: https://www.linkedin.com/in/rob-tyson-3a26a68/ X:              https://twitter.com/MiningRobTyson YouTube: https://www.youtube.com/c/DigDeepTheMiningPodcast  Web:        http://www.mining-international.org https://www.vedantaresources.com/ ABOUT THE HOST Rob Tyson is the Founder and Director of Mining International Ltd, a leading global recruitment and headhunting consultancy based in the UK specialising in all areas of mining across the globe from first-world to third-world countries from Africa, Europe, the Middle East, Asia, and Australia. We source, headhunt, and discover new and top talent through a targeted approach and search methodology and have a proven track record in sourcing and positioning exceptional candidates into our clients' organisations in any mining discipline or level. Mining International provides a transparent, informative, and trusted consultancy service to our candidates and clients to help them develop their careers and business goals and objectives in this ever-changing marketplace. CONTACT METHOD rob@mining-international.org https://www.linkedin.com/in/rob-tyson-3a26a68/ Podcast Description Rob Tyson is an established recruiter in the mining and quarrying sector and decided to produce the “Dig Deep” The Mining Podcast to provide valuable and informative content around the mining industry. He has a passion and desire to promote the industry and the podcast aims to offer the mining community an insight into people's experiences and careers covering any mining discipline, giving the listeners helpful advice and guidance on industry topics. 

Hedging is the basic tool of the commodity trader. Yet, outside that community it is little taught, little understood and underutilized – especially as raw material prices are becoming more volatile in an age of disruption. What is hedging? What are the costs and benefits and why is it not more exploited up and down the value chain. Our guest is Samuel Basi, author of the new book “Perfectly Hedged. A Practical Guide to Base Metals”. Samuel is the founder and CEO of Perfectly Hedged LLC a training consultancy for the sector and a former metals trader at both Trafigura and Greenwich Metals. For more on HC Group visit www.hcgroup.globalfor Perfectly Hedged visit: www.perfectlyhedged.com  

Grizzly Discoveries | TSX.V: GZD | OTC: GZDFF Website: https://www.grizzlydiscoveries.com/ Corporate Presentation: https://www.grizzlydiscoveries.com/investors/presentations We are an education channel that promotes resource stocks, with a proven track record of success in resource stocks and (highest)

European equities and US futures are mixed, having spent much of the early session in the green; the FTSE 100 (-0.4%) is weighed on by losses in Sainsbury'sDollar is softer and EUR is modestly firmer, with several upside OPEX strikes for the Single-CurrencyBonds are bid, though still unable to pare back all of Tuesday's advancesCrude is softer, Gold and Base Metals are firmer amid a subdued DollarLooking ahead, US MBA, Wholesale Sales, Chinese M2 Money Supply, ECB's Schnabel, Fed's Williams, Supply from the USRead the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Happy New Year, and welcome to this week's Market Wrap Podcast, I'm Mike Gleason. As trading kicks off in 2024, precious metals bulls have high hopes for price breakouts. So far in the early goings of the New Year, though, gold and silver markets are pulling back.  Do you own precious metals you would rather not sell, but need access to cash? Get Started Here: https://www.moneymetals.com/gold-loan

European bourses are mixed whilst US futures are entirely in the red; Nike (-12.2%) shares slump in the pre-marketDollar remains sub-102, GBP firmer post Retail Sales and Antipodeans softerFixed benchmarks are around unchanged and Gilts are muted as Retail Sales strength is offset by GDP revisionsCrude and Spot Gold benefit from broader weakness in the Dollar whilst Base Metals are mixedLooking ahead, US Personal Income, Core PCE, US Durable Goods, UoM Inflation Expectations (Final), and Canadian GDPRead the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Base metals are trading higher due to China's efforts to shore up its struggling property sector, noted mining audiences manager Michael McCrae.On Friday, McCrae recorded Kitco Roundtable with correspondent Paul Harris and Srini Godavarthy, the CEO of Li-Metal.China is issuing directives to prop up its property sector, such as easing borrowing rules to aid homebuyers. Other measures included lowering the existing mortgage rate for first-home buyers and the down payment ratio in some cities, noted Reuters.Worries about China's economy has been a drag on metals through most of the summer, but cvopper prices rallied this week adding nearly 10 cents. As of 2:23ET, copper futures were trading at $3.88.Godavarthy noted that there has been significant investment in battery technology as energy transition and EV adoption gather pace. Li-Metal is focused on metal anode and lithium metal production technologies.

In this episode Barry chats to Harjinder Kehal, Managing Director at Dalaroo Metals (ASX:DAL)  Dalaroo Metals are a base metals explorer focussed on creating shareholder wealth through new Ni-Cu-PGE and Pb-Zn-Cu discoveries. The company's Namban Ni-Cu-PGE and Lyons River Pb-Zn-Cu-Ag projects occupy a large land position totalling 1,140 km² with the scale to host significant sized orebodies. In the June quarter, the company delineated a strong rare earths soil anomaly with coincident phosphorus and significant low level niobium at its Lyon River project in Western Australia's Gascoyne region. Dalaroo has also received an exploration inventive scheme grant of $180,000 to co-fund maiden diamond drilling at the Browns lead-zinc-silver target.

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In this episode of Freight Up from FIS: We explore the complex dynamics of oil and fuel markets shaping the global economy. The ramifications of output cuts and their influence on oil markets. How recessionary pressures affect the fuel industry and its future prospects. The importance of Europe's increasing energy independence and its repercussions. Examine the burgeoning activity of high five spreads in the bunker market and their importance. Nick McClements, a skilled base metals connoisseur at FIS, leads the market with a comprehensive grasp of how base metals affect global economic health. Hey loyal listener! And thanks for joining us for another new episode!In this episode of "Freight Up!"....Output Cuts and Market Sentiment Understanding the influence of output cuts by major oil producers such as OPEC and Russia is vital when examining the oil markets. Furthermore, considering the potential recessionary headwinds, it's important to monitor the possible effects on the markets. By observing these key factors, traders and others in the industry can better prepared for the oil market's fluctuations and make more informed decisions. In the episode, Nick McClements, James Robinson, and Archie Smith talk about the impact of these output cuts, which they believe are more supportive than bullish. Additionally, they discuss how poor Chinese economic data and a massive build in gasoline and distillates contribute to the recessionary headlines. They also cover how G7 sanctions on Russian oil and gas tax revenues and the increased independence of Europe's energy sources affect the oil markets. But in the bunker market, the focus shifts to increasing activity of high five spreads and differentials for scrubber-fitted vessels, leaving bunker traders wondering what this means for their business. Will they be able to navigate these market trends and come out on top? Listen in to find out.Timestamped summary of this episode: 00:00:00 - Introduction, The podcast episode will cover the impact of China's stimulus bill, the US debt ceiling discussions, and inflation on the freight and commodities market. 00:01:14 - The Significance of Base Metals, Nick explains how copper is a good economic indicator since it is used in building new homes and manufacturing. 00:08:03 - Iron Ore Update, The iron ore market has been volatile due to concerns over Chinese growth prospects and the state of the property market. 00:13:28 - Fuel Oil Update, Archie Smith obviously can't ignore his beloved West Ham's European final before diving into fuel oil updates! While there has been some recovery in demand, there is still overcapacity in the market. 00:15:21 - Output Cuts and Market Sentiment, We'll get an update on market sentiment amid these cuts. 00:17:03 - Russian Oil Revenue Hit, Russian oil and gas tax revenues took a 36% hit in May, due to a mix of sanctions, price cap, and Europe's increased energy independence. But what impact has this had on Russia's oil industry? 00:17:54 - Bunker Market Update, More on low sulfur cracks and their status forfor Sing and Euro!00:19:01 - Takeaways for Bunker Traders,

Today's guest is Jeff More, President and CEO of MineSense. MineSense provides real-time, sensor-based ore sorting and data analytics for mines. The company recently announced a $42 million Series E round led by JP Morgan's sustainable Growth Equity Group. MineSense technology platform includes a set of sensors that go into a shovel bucket, and at the moment of extraction, help identify the makeup of ore and rock with each new scoop. This helps mines reduce the amount of low-quality rock sent to milling and processing, which also helps mining operations use less power and water. Jeff and Cody dive into the state of mining today, MineSense's technology and how it's increasing efficiency. They also cover the company's business model, and the adoption curves of software in the mining industry generally. And lastly, they talk about how mining is changing and how sustainability and climate factor into purchasing decisions around innovation. We've had a number of conversations on the pod recently about the state of metal supply chains, metal recycling, and related topics. But this is an excellent primer for how mining works generally and how MineSense is helping to drive optimizations into processes that have been in place for decades.In this episode, we cover: Jeff's backgroundThe state of mining today and its challengesSite selection and permitting processThe logistics behind setting up a new mine and long-term planWhat happens to wasteEnvironmental impact of the mining processAn overview of MineSenseThe company's hardware and softwareMineSense's focus on copper and other base metalsThe company's value proposition of increased profits and sustainabilityMineSense's business modelJeff's predictions for the future of the mining industryAdvice for founders/CEOs as they navigate their go to marketMineSense's funding to date and how the business plans to capitalize moving forwardGet connected: Cody SimmsJeff More / MineSenseMCJ Podcast / Collective*You can also reach us via email at info@mcjcollective.com, where we encourage you to share your feedback on episodes and suggestions for future topics or guests.Episode recorded on March 20, 2023.

Interview with Jack Stoch, President & CEO of Globex Mining (TSX: GMX)GLOBEX is a Toronto Stock Exchange, Frankfurt and OTCQX-listed corporation with a diversified North American portfolio of mid-stage exploration, development and royalty properties containing: Precious Metals (gold, silver, platinum, palladium), Base Metals (copper, zinc, lead, nickel), Specialty Metals and Minerals (manganese, titanium oxide, iron, molybdenum, lithium, rare earths and antimony) and Industrial Minerals and Compounds (mica, silica, apatite, talc, magnesite, potassic feldspar, pyrophyllite).Globex explores for its own account and options many of its numerous projects to other companies which pay Globex cash, shares and a royalty and undertake extensive exploration in order to earn an interest in Globex's projects.

CBA Director Mining & Energy Economist, Vivek Dhar speaks with Tom Piotrowski about his updated forecasts for oil, coal and iron ore prices. The pair also discuss the key uncertainties which have the potential to impact commodity prices. This report is approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814 (CommSec) a wholly owned but non-guaranteed subsidiary of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (the Bank), and a Market Participant of the ASX Limited and Cboe Australia Pty Limited, a Clearing Participant of ASX Clear Pty Limited and a Settlement Participant of ASX Settlement Pty Limited. The information contained within this report is general in nature and has been prepared without taking account of the objectives, financial situation or needs of any particular individual. Any advice contained in this document is general advice only. Before making any investment decision, and before acting on any information in this report, you should consider the appropriateness and suitability of the information to your own needs and if needed, seek professional investment advice. Past performance is not a reliable indicator of future performance. For certain products, you should also consider the relevant Product Disclosure Statement or prospectus in deciding whether to acquire that product. CommSec, our employees and agents may receive commission and fees from transactions involving securities and other investments referred to in this report. We have effected or may effect transactions for our own account on securities and other investments in this report and may make investment decisions that are inconsistent with the recommendations or views in this report. Please see relevant CommSec disclosures at www.commsec.com.au/disclosures. This report is produced by Commonwealth Securities Limited based on information available at the time of publishing and any opinions, statements or recommendations contained herein are subject to change without notice and do not reflect the view of CBA Group or any other employee within CBA Group.  We believe that the information in this report is correct and any opinions, conclusions or recommendations are reasonably held or made as at the time of its compilation, but no warranty is made as to accuracy, reliability or completeness.  To the extent permitted by law, neither CommSec, the Bank nor any of its subsidiaries accept liability to any person for loss or damage arising from the use of this report. This report is under copyright to CommSec and the Bank and may not be used without their prior consent. Data in this report is sourced from third party providers and is provided for information purposes only. Any reliance on this data when deciding to buy/sell stocks is at your own risk and CommSec is not liable for any losses you may incur. CommSec does not give any representation or warranty as to the reliability, accuracy or completeness of any third party material nor does it accept responsibility for errors or omissions in third party material. Charts display historical prices that may have been adjusted for corporate action activity. Adjusted prices may differ to actual historical prices when looking at a stock's course of sales or historical closing prices.    

Greg Shearer discusses the recent supply closure announcements across base metals markets and why prices have seemingly shrugged off the headlines. As gas and power prices continue to rise in Europe, this week brought two additional closures of zinc and aluminum smelter capacity on the continent. Despite this and ongoing power rationing impacting supply in China as well, base metals prices have traded lower on the week as concern is now also rising that energy shortages are reaching a pivot point where demand could and will likely begin to be more severely impacted as well.   Speaker: Greg Shearer, Head of Base and Precious Metals Research   This podcast was recorded on Aug 19, 2022. This communication is provided for information purposes only. Institutional clients can view the related reports at https://www.jpmm.com/research/content/GPS-4184535-0    For more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2022 JPMorgan Chase & Co. All rights reserved.

Lobo Tiggre of the Independent Speculator joins us to discuss his views on commodities investing in 2022. Gold, silver, base metals, and uranium are all covered in great detail and Lobo's level-headed analysis provides a great education for both new and experienced investors.Watch this episode on Youtube: https://youtu.be/ZscnDm1beL0The Independent Speculator: https://independentspeculator.comLobo Tiggre on Youtube: https://www.youtube.com/c/TheIndependentSpeculatorFollow me on Twitter: https://twitter.com/jessebdayYoutube Channel: https://youtube.com/c/CommodityCulture

John Feneck shares his macro views on the commodities sector and his investing strategy in resource stocks.

Mark Thompson joins us today for a discussion on the events behind the nickel price spikes this week and the reactions from the London Metals Exchange. We chat about how things could shape up once nickel trading is back on the LME and how this is all playing out for the end consumer.

About This Episode: Johnathan More currently serves as Chairman & CEO of Starr Peak Mining Ltd. with a $100M valuation. He has over 25 years of experience in North American and European capital markets focused on natural resource industries. He has a history of achievement from his years with Canaccord Capital. In August 2008, he retired from Canaccord Capital as an investment advisor to apply his experience and contacts to the public company sector. He has successfully assembled multiple world-class companies strengthened by strong management teams and multiple discoveries. Find out more about Johnathan at: Starr Peak Mining Ltd - https://starrpeakminingltd.com/ Check out our YouTube Channel: Command Your Brand - https://www.youtube.com/channel/UCfy2IETlyeKq62VHdcRN7aQ/

In this episode, Ian and Dave give Commodities their due time. Base Metals. Industrial Metals. Precious Metals. Energy. Grains. Not all commodities are the same. They discuss how markets and access have changed for the better over past generations. Ian talks about a potential re-emergence of an old theme from 2020. Dave talks about the importance of finding strength during corrections. And informative price levels are identified in a very important index.

In this week's episode, David and Ian discuss the trends in Basic Materials and Base Metals, Commodities, and how a weak US Dollar should continue to be a tailwind for these types of areas. David gives his thoughts on FAANG+ stocks being the weakest pieces of the Nasdaq. Ian shares an update on Ethereum. Both hosts discuss the CMT Association and the benefits of the program in general.