Podcasts about critical metals

In this episode of Mining Stock Education, host Bill Powers interviews Joe Mazumdar, editor of Exploration Insights, about managing a junior mining stock portfolio during a bull market. They discuss strategies for obtaining alpha, the impacts of global supply chain fragmentation, and financing dynamics in the mining sector. Joe shares insights on the advantages and risks of investing in early-stage projects, the critical metals trend, and the influence of artificial intelligence on mining stock due diligence. The conversation delves into financing challenges, jurisdictional risks, major developments with companies like Newmont and Barrick, and the potential of lithium and other critical metals in the market. Joe Mazumdar is editor and analyst at Exploration Insights. Joe has an extensive, multi-decade background in working for both mining companies and the financial institutions that cover and invest in mining equities. He possesses an excellent understanding of geology, the process of exploration and development, and what it takes to run and finance a mining company. 00:00 Introduction 00:39 Interview with Joe Mazumdar: Market Insights 00:59 Managing Junior Mining Portfolios 04:17 Equity Market Dynamics and Financing 06:21 Risks and Strategies in Junior Mining Investments 12:23 Success Stories and Jurisdictional Risks 16:39 Critical Metals and Government Involvement 27:04 Artificial Intelligence in Mining Stock Analysis 31:07 Conclusion and Final Thoughts Joe Mazumdar's website: https://www.explorationinsights.com/ Follow Joe on Twitter: https://twitter.com/JoeMazumdar Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 Mining Stock Education (MSE) offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/

In POWER METAL, award-winning journalist Vince Beiser chronicles the destructive side effects that the global hunt for critical metals has on our clean energy transition, from environmental damage to political upheaval to murder. Vince Beiser is an award-winning journalist and author of “The World in a Grain: The Story of Sand and How It Transformed Civilization.” The book has been translated into five languages, was a finalist for a PEN America award and a California Book Award, and spawned a TEDx talk. Vince is currently at work on a new book, “Power Metal”, about how the materials we need for digital technology and renewable energy are causing environmental havoc, political upheaval, mayhem and murder—and how we can do better.Vince has reported from over 100 countries, states, provinces, kingdoms, occupied territories, no man's lands and disaster zones. He has exposed conditions in California's harshest prisons, trained with troops bound for Iraq, ridden with the first responders to natural disasters, and hunted down other stories from around the world for publications including Wired, The Atlantic, Harper's, Time, The Guardian, Mother Jones, Playboy, Rolling Stone, The Los Angeles Times, The Wall Street Journal, and The New York Times.Vince's work has been honored by Investigative Reporters and Editors, the Society of Professional Journalists, the American Society of Journalists and Authors, the Columbia, Medill and Missouri Graduate Schools of Journalism, and many other institutions. He has three times been part of a team that won the National Magazine Award for General Excellence, and shared in an Emmy for his work with the PBS TV series SoCal Connected. He is also a grantee of the Pulitzer Center on Crisis Reporting.⁠⁠https://vincebeiser.com/⁠⁠⁠⁠https://nexuspmg.com/⁠

Voor de banken die het cijferseizoen aftrapten was het een start om over naar huis te schrijven. Vorig kwartaal wisten ze monsterwinsten te halen uit hun investeringstakken, maar nu hebben ze een nieuwe inkomstenbron gevonden. Er werd voor meer dan 1 biljoen dollar aan deals gesloten afgelopen kwartaal. En die banken haalden daar een aardige zak geld uit. Tegelijkertijd geven ze wel een waarschuwing. Want alle gevaren die er een paar maanden geleden nog boven de markt hingen, die zijn er nog steeds. Wat betekent dat voor de rest van de kwartaalcijfers? Dat hoor je in deze aflevering. Eén set resultaten lijkt in ieder geval in orde te zijn. Samsung geeft alvast aan dat ze afgelopen kwartaal de grootste winst in drie jaar tijd maakten. Een opluchting, na zware jaren voor het bedrijf. En een opluchting die de Zuid-Koreanen te danken hebben aan een hernieuwd geloof in de geheugenchipmarkt. Die chips zijn essentieel voor AI, zo denken beleggers. En dat betekent: groene koersen. Verder hoor je nog het vervolg op het Nexperia-debacle. Het Nederlandse kabinet greep in bij de chipmaker omdat er tal van misstanden zouden rond de Chinese CEO. Nu blijkt uit rechtbankstukken dat de VS wel degelijk op die ingreep heeft aangestuurd, en komt ook naar buiten wat die misstanden dan allemaal zouden zijn geweest.See omnystudio.com/listener for privacy information.

Ignacio Vacchiano, responsable de distribución en España de Leverage Shares, analiza los protagonistas: Critical Metals, USA Rare Earth, Energy Fuels, Goldman Sachs, JPMorgan Chase, Exxon Mobil, Paramount y Oracle.

In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Holger Zschäpitz über einen Crash bei Ferrari, ein Rekordhoch bei Silber und den bitteren Börsen-Abschied von About You. Außerdem geht es um Heidelberg Materials, Zalando, Gerresheimer, Hellofresh, Ottobock, MP Materials, Niocorp, Critical Metals, Tilray, Nvidia, UIPath, Rigetti, D-Wave, Quantum Computing, VW, Infineon, Siltronic, Aixtron, Elmos, Bilfinger, Hochtief, Porsche, Mercedes, BMW, Scholastic, RCS MediaGroup, Orell Füssli, Amazon, Spotify, Bastei Lübbe, Amundi SDAX ETF (WKN: ETF195), Invesco European Media ETF (WKN: A0RPSA), iShares STOXX Europe 600 Media (WKN: A0H08L). Wir freuen uns über Feedback an aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article104636888/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Interview with Kiril Mugerman, CEO, Geomega ResourcesOur previous interview: https://www.cruxinvestor.com/posts/geomega-resources-gma-i-got-a-better-way-i-discovered-a-star-311Recording date: 8th October 2025Geomega Resources has secured a $4.5 million demonstration license agreement with Rio Tinto to deploy proprietary bauxite residue processing technology at a Quebec facility, marking a strategic pivot from mineral exploration to a technology royalty business model. The agreement includes $1.4 million in immediate payment, $100,000 in early 2026, and up to $3 million through construction and production milestones as Rio Tinto validates the technology before potential commercial-scale deployment.The company's three-circuit processing system addresses a century-old challenge facing the global aluminum industry. Approximately 100 refineries worldwide produce millions of tons of bauxite residue annually, creating massive environmental liabilities with no economically viable processing solution. Geomega's technology reduces this waste by 80-85% while extracting critical metals including scandium, gallium, iron, high-purity silica, and alumina. CEO Kiril Mugerman explained that the process works sequentially, with circuit one handling caustic components, circuit two processing iron, and circuit three recovering high-value critical metals.The technology achieves reagent recovery rates above 90%, having completed hundreds of piloting cycles using the same materials repeatedly. Unlike traditional mining metallurgy requiring aggressive acids and special reactor coatings, Geomega employs weaker reagents compatible with standard equipment. The modular design allows customization for different bauxite sources, from Jamaican deposits with high scandium content to other geographic variations.Geomega owns 100% of its intellectual property through patents and trade secrets, with a lean 20-person technical team focused on research and expanding piloting capacity. The non-exclusive licensing model enables simultaneous engagement with multiple refineries, positioning the company for capital-light expansion. Following successful demonstration, Rio Tinto would negotiate a commercial license structured as production royalties, creating recurring revenue without requiring Geomega to fund plant construction. This partnership validates the technology for broader industry adoption across the global aluminum refining sector.Learn more: https://www.cruxinvestor.com/companies/geomega-resourcesSign up for Crux Investor: https://cruxinvestor.com

Oct 7, 2025 – What powers our digital world? Journalist Guillaume Pitron reveals the hidden costs—rare metals, energy-guzzling data centers, and global supply chains—behind emails, AI, and streaming in The Dark Cloud. Listen and see tech differently...

US equity futures are firmer with S&P up 0.25%. Asia equities trading mixed, European equity markets are lower. US 10-year yield add 2 bps at 4.14%. Dollar seeing decent gains versus Japanese yen, firmer versus euro and sterling. Softer versus Aussie. Oil gains. Gold at new high. Bitcoin also logged new record high. No real movement toward an end to the shutdown, though latest updates have focused on political implications that could ultimately offer path to resolution. A recent media report said the White House is increasingly concerned that allowing ACA healthcare subsidies to expire will become a political vulnerability for Republicans, worry GOP will take blame for allowing healthcare costs to jump ahead of next year's midterms. Potential for mass firings of federal workers remains a key market overhang given potential for economic implications beyond shutdown period. Companies Mentioned: Firefly Aerospace Inc, Critical Metals, Brookfield Asset Management

Summary del Show: • Wall Street se mantiene en verde pese al cierre del gobierno y el retraso de reportes clave. • Critical Metals $CRML se dispara tras rumores de inversión del gobierno estadounidense. • Tesla $TSLA genera expectativas con un misterioso evento el 7 de octubre. • Boeing $BA planea aumentar producción del 737 MAX bajo supervisión de la FAA.

Once again, there are many possibilities, all consistent with the data. Some with a lot more metal, some with less. And the difference is a measure of uncertainties. This enables us to know where we should collect information next, where we should drill the next hole, and when we can stop drilling and actually start building a mine.再一次，我们面对的是许多种可能性，而这些可能性都与现有数据相符。有些含有更多金属，有些则更少。而这种差异，正是我们对不确定性的衡量。这让我们能够判断下一步该在哪里收集信息、在哪里钻下一个孔，以及什么时候可以停止钻探，转而真正开始建矿。To build the mine of the future, we continue to contend with this uncertainty. The industry designs an entire mine based on a single model. We're developing KoBold mine, a mine-design optimization tool that looks at the many possible mine designs against the many possible ore body geometries that we talked about earlier. This enables the best decisions about how much ore we're going to mine, how much waste we're going to produce, how much water we'll use, the cash flows, and so on.为了建造未来的矿山，我们必须继续应对这种不确定性。矿业行业往往是基于单一模型去设计整个矿山。而我们正在开发 KoBold Mine——一种矿山设计优化工具，它会结合我们之前提到的各种可能的矿体几何结构，来对比和评估多种矿山设计方案。这使我们能够做出最优决策，比如将开采多少矿石、会产生多少废料、需要多少用水、现金流如何等等。This enables the best mine planning decisions about where to put permanent infrastructure, like a shaft. Where the traffic and the tunnels will be placed so we can make efficient decisions, and also how we can maximize the ore and the metal we get and minimize the waste. This technology will move into mine operations to help guide day-to-day decisions for efficiencies.这还使我们能在矿山规划中做出最佳决策，例如永久性基础设施（如竖井）应该放在哪里，交通路线和隧道应该如何布局，以便做出高效的选择。同时还能帮助我们最大化矿石和金属的产出，并将废料最小化。这项技术最终会被应用到矿山运营中，用来指导日常决策，提升效率。Better predictions don't just mean profitability. It means a safer mine, knowing where the rocks are weaker. It means an environmentally sustainable mine so we can lessen our impact on the environment. And it also means a resilient mine with cash flows to support local communities and businesses through different commodity pricing cycles.更好的预测不仅仅意味着更高的盈利，它还意味着矿山的安全性更高，因为我们能知道哪些地方的岩石更脆弱。它意味着更具环境可持续性的矿山，从而减少对环境的影响。它也意味着矿山具备更强的韧性，能够在不同商品价格周期中，依然保持现金流，进而支持当地社区和企业的发展。Our Mingomba project in Zambia will be the mine of the future. It's being designed and developed by amazing talent from around the world, including Zambians and Africans like myself. We face the reality that our need for these materials will continue to grow because our lifestyles are going to advance and they're going to demand for it. So the mining industry must ensure they transform so we can become responsible miners and build better mines with better technology. Asante and thank you.我们在赞比亚的明贡巴（Mingomba）项目将成为未来的矿山。它正在由来自世界各地的杰出人才设计和开发，其中也包括像我这样的赞比亚人和非洲人。我们必须面对一个现实：对这些资源的需求将会持续增长，因为我们的生活方式在不断进步，而进步本身就会带来需求。因此，矿业必须确保自身实现转型，让我们能够成为负责任的矿工，利用更先进的技术去建设更好的矿山。Asante！（谢谢）非常感谢大家。

The incumbent industry deals with this problem by ignoring it. They pick one possible answer and act like the other ones don't exist. And as a result, we design suboptimal mines, make suboptimal decisions, often mining unnecessary material.现有的矿业行业处理这个问题的方式是忽视它。他们只选择一个可能的答案，然后假装其他可能性不存在。结果就是，我们设计出的矿山并不理想，做出的决策也并不优化，经常还会开采大量不必要的物料。We've invented a different way. We collect all the possibilities consistent with the data measured, and we do this by simulating the physical response of each of the arrangement of rocks. We do this 10,000 times faster by training an AI to learn the relevant physics of the rock beneath, in the time it takes the conventional method to test one. That means we collect better data, we make better predictions of where to look next. So if you had a rock body and a rock body that's denser than material around it, you might drill through the middle of it. But if you have all the hundreds of thousands of possible solutions, the best thing you can do is to collect data where you're the most uncertain and rigorously eliminate as many possibilities as possible. This enables us to maximize the information we get for every dollar we spend, and we do this repeatedly so we can quantify our uncertainties.我们发明了一种不同的方法。我们会收集所有与测量数据相符的可能性，并通过模拟各种岩石组合的物理反应来实现这一点。借助人工智能学习地下岩石相关物理特性，我们的速度比传统方法快上 10,000 倍——在传统方法只能测试一个的时间里，我们能完成成千上万次模拟。这意味着我们能收集到更好的数据，进而对下一步的勘探地点做出更好的预测。比如，如果你发现一个岩体，其密度大于周围的物质，你可能会选择直接在它的中间钻探。但如果你手上有成千上万种可能的解决方案，最明智的做法就是在最不确定的地方收集数据，并尽可能严格地排除掉不可能的情况。这让我们能够最大化每一美元投入所获得的信息，并且我们会不断重复这一过程，从而量化我们的不确定性。Even after we've made an ore body discovery, we still have to contend with this uncertainty. We have to define the size and shape of this ore body. Let me illustrate how difficult this is. So now, 1,000 meters below your feet, you drilled, you sampled the rock and you determined that it has five percent copper. So now you know, you've got your data point and your observation. Now, I ask you to make a prediction of the concentration of copper of the person sitting next to you.即便我们发现了一个矿体，仍然需要面对这种不确定性。我们必须界定这个矿体的大小和形状。让我来说明这有多困难。假设现在你在脚下 1000 米处钻探，取出了岩石样本，并测定其铜含量为 5%。到这里，你得到了一条数据点和一个观测结果。接下来，我让你预测一下：坐在你旁边的人脚下 1000 米处的铜含量是多少？What would your prediction be and how confident would you be in your prediction? What about across the room? Think of any person across this room and try to predict 1,000 meters below them. What about in the next building or the next city? This is the vast challenge that we face. We've only sampled a tiny fraction of rock, collected several football fields apart from each other, for which we're trying to make predictions of all the rock properties in between.你的预测会是什么？你对这个预测有多少信心？那么房间另一头呢？想象一下房间那头的某个人，试着预测他脚下 1000 米处的铜含量。那隔壁大楼呢？或者下一座城市呢？这就是我们面临的巨大挑战。我们只采集了极少量的岩石样本，而且这些样本之间相隔相当于几个足球场的距离，却要用这些数据去预测其间所有岩石的属性。This technology has helped us move fast in Zambia, where I come from, to design and develop a mine based on our predictions for which we've only sampled a tiny fraction of rock.这种技术已经帮助我们在我来自的赞比亚快速推进，仅凭极少量的岩石样本和我们的预测，就能够设计并开发出一座矿山。

So we need to look deeper. Controversially, we've been taught that these materials will run out. We don't lack ore body deposits. We lack information of where they lie. So if you had a crystal ball, you'd just look into it and start digging out the rocks that are the best and generate the least waste. But we don't have a crystal ball. So the thing that we should do is make predictions of where these materials lie.所以我们需要向更深处探索。一直以来，存在一种争议性的说法：这些矿产资源会枯竭。但实际上，我们并不缺少矿体，我们缺少的是关于它们分布位置的信息。如果你有一个水晶球，只要看一眼，就能直接去挖掘那些品质最好、废料最少的矿石。但现实是我们没有水晶球，所以我们必须依靠预测，推断这些矿产究竟分布在哪里。My colleagues and I at KoBold are doing what the industry has neglected to do. We aim to predict everything, quantify what we don't know and collect information efficiently. So we're all going to try that right now. I want you to predict 1,000 meters below your feet what the concentration of copper is right where you're sitting. I want you to predict how hard it is, how fractured it is, what's its density? We aim to predict all these things and more. We're developing machine learning technologies that help us predict all of this and rigorously quantify our uncertainties in these predictions. So what does this look like in practice?我和在 KoBold 的同事们正在做这个行业长期忽视的事情。我们的目标是尽可能预测一切，将未知进行量化，并高效地收集信息。现在我想让你们也来尝试一下：试着预测你脚下 1000 米深处的铜浓度是多少？它的硬度如何？裂隙程度怎样？密度又是多少？我们希望能够预测所有这些，甚至更多。为此，我们正在开发机器学习技术，帮助我们完成这些预测，并严格地量化预测中的不确定性。那么，这在实际操作中会是什么样子呢？When we're exploring for mines, we often fly aircraft thousands of kilometers across the Earth to try collect information such as the Earth's magnetism, its gravitational field, that tells us something about the rocks beneath. But there's a problem. For everything that we're looking at, there are going to be an infinite number of possibilities. And that's because we're building three-dimensional models to fit two-dimensional data. So if a body was smaller and closer to the surface or larger and further away, the measurement would be the same. So this body will also fit the data. And will this one, and this one, and many more.当我们进行矿产勘探时，通常会驾驶飞机在地球上飞行数千公里，以收集数据，例如地球的磁场和引力场信息，这些数据能告诉我们地表下岩石的一些特征。但这里有一个问题：我们观察到的每一个现象，都可能对应无数种可能的解释。这是因为我们用二维数据去构建三维模型。举例来说，如果一个矿体比较小但更接近地表，或者比较大但埋得更深，它们的测量结果可能完全一样。所以，这个矿体可以匹配数据，而另一个也可以，再一个也行，还有更多。

I was born and raised in Zambia, a country known for its rich copper mining history. Alignment of the stars meant that by birth and by science, I became a miner. Everything we build and use was either grown or mined. From the walls to the windows, the tables and the chairs, your phones, your computers, the stage, my copper earrings and maybe your jewelry.我在赞比亚出生并长大，这个国家以丰富的铜矿开采历史闻名。命运与科学的安排，使我自然而然成为了一名矿工。我们建造和使用的一切，要么是种出来的，要么是挖出来的。从墙壁到窗户，从桌子到椅子，从你的手机到电脑，从舞台到我戴的铜耳环，甚至可能还有你的首饰。So today when we talk about building a circular economy, we mean we need to electrify everything. Our economies will have cars and trucks, robots, drones and aircraft powered by batteries. Our children will need computers in all schools with equal access, and we'll have data centers full of advanced chips to bring us AI, all sourced by abundant sources of renewable energy. The raw materials we'll need will be recyclable so we can become clean and circular. So that means a lot more lithium, copper, cobalt, nickel and others. So we need to build more than 400 new mines by 2040 for us to become circular.所以今天当我们谈论构建循环经济时，意思是我们必须让一切实现电气化。我们的经济体系将拥有由电池驱动的汽车和卡车、机器人、无人机和飞机。我们的孩子们将在所有学校里都能平等地使用电脑，而我们也会有充满先进芯片的数据中心来为我们带来人工智能，而这一切都将依赖丰富的可再生能源。我们所需要的原材料必须是可回收的，这样我们才能实现清洁和循环。因此，这意味着需要更多的锂、铜、钴、镍以及其他矿物。到 2040 年，我们需要建立超过 400 座新矿山，才能实现循环经济。But before you can build a mine, you have to find the raw materials. The thing is, today's mining industry leaders are doing too little to advance our qualities of life. In other industries that rely on discovery for growth, like pharmaceuticals and technology, for every dollar they return to shareholders, they spend about a dollar in R and D. In mining, however, for every dollar returned to shareholders, less than a penny is spent in exploration. With such underinvestment, it shouldn't surprise you that the technology used in exploration and mining has barely advanced. In fact, we've gotten ten times worse in the last 30 years at making ore body discoveries.但在你建矿之前，首先必须找到原材料。问题在于，当今的矿业领袖们在提升我们的生活质量方面做得太少。在其他依赖发现推动增长的行业，比如制药业和科技行业，每返还一美元给股东，他们大约会投入一美元用于研发。然而在矿业中，每返还一美元给股东，用于勘探的投入却不到一分钱。在如此严重的投资不足下，你不应该对矿业勘探和开采技术几乎毫无进步感到惊讶。事实上，在过去 30 年里，我们在发现矿体方面的效率已经降低了十倍。But there's good news. The vast majority of ore deposits are still out there waiting to be found. They're just harder to find. Of all the past mines we know of, they were easy because they were poking out of the surface and they were near the surface.但好消息是，绝大多数矿床仍然存在，正等待我们去发现。只是它们变得更难寻找了。我们已知的那些过去的矿山之所以容易发现，是因为它们要么直接露出地表，要么距离地表非常近。

Your smartphone, computer and electric car all depend on one thing — critical minerals buried deep underground. But there's a catch: the mining industry has gotten dramatically worse at discovering new deposits just when we need them most, says mining innovator Mfikeyi Makayi. She introduces new AI-powered technology that could fix this problem by predicting mineral locations 10,000 times faster than conventional methods and transforming an industry essential to a sustainable future. Interested in learning more about upcoming TED events? Follow these links:TEDNext: ted.com/futureyouTEDAI Vienna: ted.com/ai-viennaTEDAI San Francisco: ted.com/ai-sf Hosted on Acast. See acast.com/privacy for more information.

In this episode of Mining Stock Education, host Bill Powers is joined by John Kaiser of KaiserResearch.com, who brings 40 years of industry expertise to discuss the current state of the junior mining sector. Kaiser shares that the sector is offering the most lucrative pricing he has seen in decades, highlighting the importance of discerning valuable opportunities amidst a plethora of less promising companies. The conversation delves into Kaiser's rational speculative model for evaluating mining stocks, the impact of geopolitical and economic factors on resource juniors, and current and future trends in both precious and critical metals. Kaiser also touches on his shift in newsletter business model to rely solely on subscriber support and addresses the challenges and opportunities facing junior miners in North America. 00:00 Introduction 00:50 Current Value in the Junior Mining Sector 03:02 Rational Speculative Model Explained 04:32 Discovery and Valuation in Junior Mining 05:47 Challenges and Opportunities in Feasibility Studies 12:59 Speculative vs. Production Focus 20:14 Market Inefficiencies and Knowledge Arbitrage 23:42 Critical Metals vs. Precious Metals 25:13 Trump's War on Energy Transition 26:22 Navigating the Critical Metals Market 28:13 Challenges in American Mining Competitiveness 31:32 Global Mining Landscape and Geopolitical Influences 36:07 Innovative Approaches in Resource Exploration 39:59 Revolutionizing the Newsletter Business Model 48:06 Conclusion and Final Thoughts John's subscription services: https://www.kaiserresearch.com/g11/Home.asp https://kaiserresearch.substack.com/ Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 Mining Stock Education offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/

John Lee, CEO of CleanTech Vanadium (OTCQB: CTVFF | TSXV: CTV) believes we are in an unprecedented era for financial markets, as a small group of elites are now in control of the majority of major equities worldwide, completely erasing any traces of a market that operates efficiently. John points out that, in addition to gold and silver, critical minerals are becoming more and more important on the global stage, and he explains how CleanTech fits into the picture, with their vanadium and fluorspar projects in the US.CleanTech Vanadium Website: https://cleantechctv.comFollow CleanTech Vanadium on X: https://x.com/CleanTechCTVDisclaimer: Commodity Culture was compensated by CleanTech Vanadium for producing this interview. Jesse Day is not a shareholder of CleanTech Vanadium. Nothing contained in this video is to be construed as investment advice, do your own due diligence.Follow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

Rapid Critical Metals Limited (ASX:RCM) managing director Byron Miles talked with Proactive's Stephen Gunnion about the company's recent activities following a A$10 million capital raise, supporting the acquisition of two silver assets in northern New South Wales. Miles highlighted the high-grade nature of the discoveries, including a standout intersection of 11,000 grams per tonne over one metre and a total JORC-compliant resource of 35 million ounces at around 200 grams per tonne silver equivalent. “It's a super compelling investment,” he said, noting the backing from high-net-worth individuals, institutions, and family offices. In addition to the Australian silver projects, the company is advancing its Prophet River project in British Columbia, which contains high-grade germanium—up to 1,500ppm. Miles said this positions the company strongly amid growing geopolitical tensions affecting critical mineral supply chains. Miles also discussed the recent divestment of the Tin Mountain project in the US, with Rapid Critical becoming a shareholder in IRIS Metals Ltd, the asset's acquirer. This move, he explained, sharpens the company's focus on its silver and critical mineral strategy. The company is currently preparing a 2,000m drill program and has recently submitted a drilling application. Miles emphasised that modern techniques like microgravity and LiDAR are being employed to better understand and extend the orebody. For more interviews like this, visit Proactive's YouTube channel. Don't forget to like this video, subscribe, and enable notifications for the latest updates. #SilverMining #CriticalMinerals #Germanium #ByronMiles #RapidCriticalMetals #NSWMining #BritishColumbiaMining #JuniorMining #ResourceStocks #ProactiveInvestors

Interview with Darrin Campbell, President & CEO of Namibia Critical Metals Inc.Our previous interview: https://www.cruxinvestor.com/posts/namibia-critical-metals-tsxvnmi-jv-funded-rare-earth-project-pfs-due-oct-24-5707Recording date: 17th July 2025Namibia Critical Metals (TSXV:NMI) is positioning itself as a critical player in the global supply chain security landscape through development of the Lofdal heavy rare earth project in Namibia. The project represents one of the largest deposits of dysprosium and terbium outside China, targeting annual production of 150 tons of dysprosium and 30 tons of terbium from a compact 1,500-2,000 ton TREO operation.The company's strategic advantage lies in its focus on premium heavy rare earth elements rather than the more common light rare earths. While most projects target neodymium-praseodymium selling at $65 per kilogram, Lofdal's dysprosium commands $250 per kilogram and terbium exceeds $1,000 per kilogram. These elements are essential for high-temperature permanent magnet applications in defense systems, aerospace, and advanced electric vehicle motors.Namibia Critical Metals has secured a transformational partnership with JOGMEC, the Japanese government agency responsible for securing natural resources for Japanese industry. JOGMEC has invested $17 million to earn 40% of the project, with plans to reach 50% ownership through $20 million total investment. The partnership structure offers exceptional optionality for shareholders, including potential full project funding with a 26% carried working interest.Technical development has progressed substantially through 2025, with pilot-scale testing validating the hydrometallurgical flowsheet and XRT/XRF sorting technology demonstrating significant grade enhancement capabilities. The Pre-Feasibility Study remains on track for completion by year-end 2025, with capital expenditure targets under $300 million.The recent US Department of Defense investment in MP Materials, establishing 70% premium floor pricing for rare earths, validates the strategic importance of supply chain security and suggests growing government support for critical minerals projects outside Chinese control. With China controlling approximately 70% of global rare earth production, projects like Lofdal address acute supply vulnerabilities in Western defense and technology industries.View Namibia Critical Metals' company profile: https://www.cruxinvestor.com/companies/namibia-critical-metals-incSign up for Crux Investor: https://cruxinvestor.com

Alba Mineral Resources PLC (AIM:ALBA, OTC:ALBAF) executive chairman George Frangeskides talked with Proactive's Stephen Gunnion about the company's strategic expansion into critical minerals with the acquisition of a majority stake in the Motzfeldt Critical Metals Project in Greenland. The company has historically focused on gold exploration and redevelopment in the UK, particularly the Clogau gold mine and surrounding prospects on the Dolgellau gold belt. However, as Frangeskides explained, Alba is now building out its portfolio of critical raw materials, with recent moves including an earn-in at the Finnsbo rare earths project in Sweden and now the transformational Motzfeldt acquisition. Frangeskides said, “It's a suite of metals that are of high economic importance at the moment... three of those – rare earths, niobium and tantalum – are on pretty much everyone's critical minerals list.” He noted that sourcing non-Chinese supply for these materials is a priority for Western governments, making the project particularly attractive. The Motzfeldt project has a defined resource and is located in a jurisdiction that is drawing increasing attention from the US, EU, and others. Alba believes its past experience operating in Greenland through GreenRoc gives it a strong advantage in developing the project efficiently. Frangeskides confirmed that fieldwork is already underway, with sampling and metallurgical test work to follow shortly. For more interviews like this, visit Proactive's YouTube channel. Don't forget to like the video, subscribe to the channel, and enable notifications for future content. #AlbaMineralResources #RareEarths #CriticalMinerals #MotzfeldtProject #GreenlandMining #Niobium #Tantalum #Zirconium #MiningInvestment #GoldMiningUK #ProactiveInvestors

“The entire theme undercurrent in this [recent] conference was national defense. We, the United States, are going to re-industrialize because we want to be self-sufficient in critical industries, be they national defense like drones or A.I. or critical materials like battery production, and I would argue that that narrative of national defense has now permeated the junior mining and the mining world as well,” Chris Berry, president of House Martin Partners, shares in this MSE episode. The discussion with Chris revolves around the U.S. Department of Defense's investment in MP Materials and its implications for the rare earth and lithium markets. Chris highlights the significant shift towards national defense as a driver in the mining sector, the intricacies of rare earth pricing, and the potential of Direct Lithium Extraction (DLE). The episode also touches on the evolving narrative from net zero to national defense and the critical role of public-private partnerships in reestablishing the U.S. as a dominant player in critical metals. Investors will find valuable insight into strategic opportunities and potential profit areas within the USA critical metals stocks. 0:00 Intro 0:36 DOD Investment in MP Materials 5:32 Rare Earth Pricing and Market Dynamics 7:55 Global Rare Earth Supply Chain Challenges 12:28 Opportunities and Risks in Rare Earth Investments 15:22 Lithium Market Insights and Future Outlook 25:46 Oil Super Majors Entering the Lithium Market 27:11 The Role of Major Companies in Lithium Extraction 27:36 Challenges and Promises of Direct Lithium Extraction (DLE) 30:43 Comparing Hard Rock and DLE Lithium Mining 32:39 Volatility and Pricing in the Lithium Market 37:25 Opportunities and Challenges in Lithium Refining 45:31 The Impact of AI on the Investment World 47:57 Chris's Background and Services 52:01 Conclusion and Final Thoughts Chris Berry's website: https://www.discoveryinvesting.com/ Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 Mining Stock Education (MSE) offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. If you buy stock in a company featured on MSE, for your own protection, you should assume that it is MSE's owner personally selling you that stock. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/

Notas del Show: En este episodio cubrimos los eventos más relevantes antes de la apertura del mercado: • Wall Street opera mixto ante expectativa inflacionaria: Futuros sin dirección clara: $SPX plano, $US100 -0.1%, $INDU +0.1%. El mercado asimila el IPC de junio mientras se publican el IPP (0.2% m/m esperado) y resultados de $BAC, $GS y $MS. Las tasas a 10 y 2 años se mantienen estables. • Trump lanza mega plan de energía e IA desde Pennsylvania: Se anunciaron inversiones por $36B en centros de datos y $56B en energía. Hiperescaladores como $AMZN, $GOOG y $CRWV participarán. Wedbush estima un gasto de $2T en IA en los próximos tres años. • Critical Metals se dispara por avances en Groenlandia: $CRML +32.7% tras lanzar programa de perforación en Tanbreez. El yacimiento suma 22.56B toneladas y podría valer hasta $3.6B. El estudio de viabilidad y expansión del depósito Fjord generan gran expectativa. • Trump evalúa aranceles a fármacos y chips a fin de mes: Nuevas tarifas afectarían a $PFE, $MRK, $LLY, $AAPL y $SSNLF. Iniciaría con tasas bajas y subiría hasta 200%. Se esperan acuerdos bilaterales antes del 1 de agosto, con India como prioridad. Una jornada de inflación, resultados bancarios y posicionamientos estratégicos de Trump en IA, energía y comercio global. ¡No te lo pierdas!

Welcome to the latest episode of On the Couch.In this episode, Henry Jennings is joined by Michael Walshe from MTM Critical Metals (ASX: MTM).Michael is a chemical engineer with an MBA and over 15 years of international experience in engineering, operations, technology commercialisation, and project development across the minerals, chemicals, and energy sectors.Before joining MTM, he served as CEO of Voltaic Strategic Resources Ltd (ASX: VSR), a battery metals and rare earths exploration company, and has held senior leadership roles throughout his career.Talking PointsCongratulations on the recent capital raise at 55c.First up – what exactly is a critical metal?What was behind the company's name change?How does MTM set itself apart in the critical metals space?How will the funds from the raise be used?Who are the major shareholders backing MTM?An overview of MTM's key projects.What can investors expect over the next 12 months?Disclaimer: This is general advice only. Please consult your financial adviser before making any investment decisions.If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you.Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

The world is heading toward a massive copper shortage that could derail the clean energy transition, says mining expert Jeff More. He shows how advanced sensing technology could get us back on the right track, drastically cutting down on the wasted materials from traditional mining and helping meet the growing demand for essential metals.Want to help shape TED's shows going forward? Fill out our survey!Become a TED Member today at ted.com/joinLearn more about TED Next at ted.com/futureyou Hosted on Acast. See acast.com/privacy for more information.

Willem Marx, author of a new article in Scientific American titled “Suddenly Miners Are Tearing Up the Seafloor for Critical Metals,” talks about the ramifications of seafloor mining. Then, McKenzie Skiles, director of the Snow HydRO Lab at the University of Utah, talks about the effects of dust on mountain snowpack melting rates and how the increased runoff is reshaping the future of water in the Southwest.

Endolith is a Denver-based biotech startup revolutionizing mining by leveraging microbes to sustainably extract copper and lithium from low-grade ores. Founded in 2023, the company employs custom-engineered microbial communities, adaptive biohatcheries, and real-time cloud-based monitoring to enhance mineral recovery while minimizing environmental impact. Endolith's innovations have demonstrated significant improvements in copper extraction, attracting partnerships with industry leaders like BHP and Rio Tinto. Their approach not only boosts efficiency but also reduces reliance on harmful chemicals, aligning mining practices with clean energy goals.–Dr. Liz Dennett is a technologist and entrepreneur with nearly two decades of experience in biotech and energy industries.Previously, she was the CTO of Cemvita, developing nature-inspired biosolutions for a carbon-neutral future.  Liz has held senior roles at Wood Mackenzie, AWS, Biota Technology, Hess Corporation, and the NASA Astrobiology Institute. She is also an advisory board member for the UW-Madison Dept. of Geoscience.  Liz holds a MS and PhD in geoscience and astrobiology from the University of Wisconsin-Madison–We talked about reasons for her purple hair, copper demand expected to double by 2050, specially evolved microbial communities combined with cloud computing to enhance copper recovery, relying on internal validation over external approval, and bad mining puns.--

Cygnus Metals Managing Director Ernest Mast joined Steve Darling from Proactive's OTC studio in New York City to provide an update on the company's strategic and exploration progress. Now dual-listed in Australia and Canada, Cygnus recently completed a merger with Dore Copper, creating a critical metals-focused company with key assets in Quebec and Australia. Mast emphasized Cygnus's strong positioning in copper, gold, and lithium. A recent drilling highlight from the GoldenEye project in Chibougamau, Quebec, returned an intercept of 7.4 metres at 0.9% copper, 4.6 g/t gold, and 5.6 g/t silver—marking a significant down-dip extension from previous holes. The company is leveraging AI to analyze over 100,000 historical documents, identifying new exploration targets. The flagship Corner Bay deposit contains 8.60 million tonnes at over 3% copper, positioning it among North America's highest-grade copper assets. Looking forward, investors can expect continued exploration updates, feasibility study progress, and environmental baseline work. Mast also highlighted Quebec's supportive regulatory environment and efficient permitting process as key advantages for project advancement. #proactiveinvestors #cygnusmetals #asx #cv5 #tsxv #cyg #otcqb #ctggf #CopperExploration #GoldMining #LithiumStocks #QuebecMining #CriticalMetals #DrillResults #MiningStocks #ResourceInvesting #TSXV #ASXStocks #OTCMarkets #ErnestMast #ProactiveInvestors

Interview withMichael Walshe, Managing Director & CEO of MTM Critical MetalsSteve Ragiel, President of Flash Metals USAOur previous interview: https://www.cruxinvestor.com/posts/mtm-critical-metals-asxmtm-revolutionary-tech-could-supply-us-critical-gallium-needs-by-2025-6590Recording date: 15th May 2025MTM Critical Metals (ASX:MTM) has positioned itself for near-term production with several significant developments that strengthen its investment case. The company has secured a pre-permitted brownfield site in Texas's industrial corridor that bypasses lengthy regulatory processes, enabling commercial production by the end of 2025. This 20,000-square-foot facility of 40-foot ceilings provides immediate operational capacity and room for expansion."We have a very rapidly deployable technology. We can be running here in 8 months. And that compares favorably with mines and other refineries that will take 3-5 years," noted Steve Rio, President of U.S. Operations, highlighting a key competitive advantage that has garnered strong government interest.MTM's proprietary flash heating technology combines electrical-based energy with specialized chemistry to recover high-value metals like gallium and germanium from electronic waste and production scrap. The process is approximately 90% more energy efficient than conventional smelting techniques and allows for selective recovery of specific metals with over 90% purity.The company has established a robust commercial foundation with long-term supply agreements for electronic waste that include penalties for non-supply—a crucial provision that underpins their economic model. Similar agreements for gallium and germanium processing are being finalized with minimum floor prices to protect against market manipulation.MTM's dual business model includes a build-own-operate approach for high-value materials and a warranty-based licensing system for mineral processing applications. This strategy allows them to focus capital on high-margin opportunities while generating additional revenue streams. Recent meetings in Washington DC have yielded strong support from congressional representatives, with officials requesting MTM identify additional sites across different U.S. regions to establish geographic diversity in domestic metal recovery capabilities.For investors, MTM represents an opportunity to gain exposure to critical minerals with a faster path to revenue than traditional mining operations. The company's protected supply chain, energy-efficient technology, and alignment with national security priorities create a compelling investment case in a sector of growing strategic importance. The year-end commissioning target serves as a key milestone that could validate their innovative approach and potentially catalyze significant value creation.View MTM Critical Metals' company profile: https://www.cruxinvestor.com/companies/mtm-critical-metalsSign up for Crux Investor: https://cruxinvestor.com

Send me a messageWhat if I told you that most of the platinum and palladium in old diesel vehicles ends up lost or landfilled, even though these are some of the world's most critical and valuable materials?In this episode of the Sustainable Supply Chain podcast, I sit down with Don Weatherbee, CEO of Regenx, to explore how his company is turning waste into opportunity. Regenx has developed a low-energy, chemical-based process to recover platinum and palladium from diesel catalytic converters, materials that traditional smelters have largely ignored.We discuss why diesel converters are harder to recycle than petrol ones, how their process avoids the high energy costs of smelting, and why circular supply chains like this are vital for reducing dependency on mining in places like South Africa and Russia.Don shares insights on scaling urban mining, the importance of building local processing capacity, and the hidden supply chain of 27 million catalytic converters scrapped globally each year, most of which are never properly recycled.If you care about circular economy strategies, critical raw material supply, or the future of sustainable manufacturing, this episode is for you.Find out more at https://regenx.tech.Elevate your brand with the ‘Sustainable Supply Chain' podcast, the voice of supply chain sustainability.Last year, this podcast's episodes were downloaded over 113,000 times by senior supply chain executives around the world.Become a sponsor. Lead the conversation.Contact me for sponsorship opportunities and turn downloads into dialogues.Act today. Influence the future.Digital Disruption with Geoff Nielson Discover how technology is reshaping our lives and livelihoods.Listen on: Apple Podcasts SpotifySupport the showPodcast supportersI'd like to sincerely thank this podcast's generous supporters: Lorcan Sheehan Olivier Brusle Alicia Farag Kieran Ognev And remember you too can Support the Podcast - it is really easy and hugely important as it will enable me to continue to create more excellent episodes like this one.Podcast Sponsorship Opportunities:If you/your organisation is interested in sponsoring this podcast - I have several options available. Let's talk!FinallyIf you have any comments/suggestions or questions for the podcast - feel free to just send me a direct message on LinkedIn, or send me a text message using this link.If you liked this show, please don't forget to rate and/or review it. It makes a big difference to help new people discover it. Thanks for listening.

Since 2017, the West's awareness of its strategic vulnerabilities in critical minerals has been growing – yet in reality little progress has been made. How have various policies progressed or hindered the development of a domestic supply chain in the US and the West more broadly? What is the new Trump administration's approach to critical minerals? How is that impacting former efforts like the Inflation Reduction Act? And what does it mean for China and its response? Just how close are we to experiencing an outright scarcity on these critical minerals in the US and the West? And what would that mean for our economies?  Our guest is mining entrepreneur and former Deputy Director for Batteries and Critical Materials at the US Department of Energy, Ashley Zumwalt-Forbes.

The world is heading toward a massive copper shortage that could derail the clean energy transition, says mining expert Jeff More. He shows how advanced sensing technology could get us back on the right track, drastically cutting down on the wasted materials from traditional mining and helping meet the growing demand for essential metals. Hosted on Acast. See acast.com/privacy for more information.

The world is heading toward a massive copper shortage that could derail the clean energy transition, says mining expert Jeff More. He shows how advanced sensing technology could get us back on the right track, drastically cutting down on the wasted materials from traditional mining and helping meet the growing demand for essential metals.

The world is heading toward a massive copper shortage that could derail the clean energy transition, says mining expert Jeff More. He shows how advanced sensing technology could get us back on the right track, drastically cutting down on the wasted materials from traditional mining and helping meet the growing demand for essential metals.

Send us a textIn this episode of The Digital Executive, Brian Thomas welcomes A. Paul Gill, a seasoned business builder and financier with over 25 years of experience in mining, energy, and technology. Now serving as CEO and Director of Triple One Metals, Gill shares his insights on the critical role of metals in the green economy and the strategic approach behind acquiring and developing valuable mining assets. He also discusses his past success with Norsemont Mining Corporation, where he played a pivotal role in the development and sale of the Constancia Mine in Peru for over $500 million.Gill also highlights emerging trends in the mining industry, the impact of technological advancements, and the importance of securing essential materials for the evolving electric vehicle and semiconductor markets. Through his newsletter, Future Opportunities, he continues to inform investors and industry leaders about key developments in mining and technology. Tune in to gain valuable insights from an expert at the forefront of the industry.

Lauren Megaw, VP of Corporate Development for Reyna Silver (TSXV:RSLV)(OTCQX:RSNVF), joins me to provide a re-introduction to this junior silver and gold exploration company and their 4 key projects located in Nevada and Mexico.  We review their most recent exploration program from the Gryphon Project, as well as the upcoming exploration program being planned at Batopilas Project.   We start off discussing their option to acquire 70% of the 12,058-hectare "Gryphon Summit Project" in Nevada, as well as the importance of consolidating their interest in Grypon with the acquisition of Reyna Gold in October 2024. The Gryphon Project shows features indicating uniquely superimposed/overprinted Silver-Lead-Zinc-Copper Carbonate Replacement (CRD), Carlin Gold and Critical Metals mineralization. Also in Nevada, Reyna Silver is advancing its option to acquire 100% of the "Medicine Springs Project" where Reyna Silver is exploring a potentially significant Silver-Lead-Zinc-Copper CRD-skarn-Porphyry system.   Next we shifted focus down to Reyna Silver´s Mexican assets, which include the 100% owned "Guigui Project" and "Batopilas Project", both located in Chihuahua State. The Guigui Project covers the interpreted source area for the Santa Eulalia Carbonate Replacement Deposit District and Batopilas covers most of Mexico´s historically highest-grade silver system.  The focus of their next exploration and drill program in 2025 will be focused at multiple precious metals targets across the Batopilas Project, at the Silver Zone, Banda Este, and Cobriza Zone.   Wrapping up we focused on the management team, board, and key technical advisors on the team behind Reyna Silver, as well as the key investing stakeholders, share structure, and financial health of the company.   If you have questions for Lauren on Reyna Silver, then please email them into me at Shad@kereport.com.   Click here to follow the latest news from Reyna Silver

Interview withMichael Walshe, Managing Director & CEO, MTM Critical Metals& Steve Ragiel, President, Flash Metals USARecording date: 21st of January, 2025MTM Critical Metals is advancing a breakthrough flash joule heating technology for metal recovery and mineral processing, originally developed at Rice University. The company holds exclusive global licenses for applying this technology to mineral ores and metal-containing scrap materials.The technology enables selective recovery of critical metals more efficiently than traditional methods, dramatically reducing processing steps and energy consumption. In lithium extraction from spodumene, for example, the process can achieve in minutes what traditionally takes three hours in a kiln, while producing a purer product.MTM is initially targeting high-value metals including lithium, rare earth elements, gallium, germanium, and indium. The addressable market for gallium, indium, and germanium alone exceeds $10 billion annually, while the e-scrap market represents a $70 billion opportunity. The technology's "feedstock agnostic" nature allows MTM to pivot between different metals based on market conditions.The company is finalizing the design of a one-ton-per-day modular pilot plant, scheduled for completion in February 2025. This plant will demonstrate the process on five different feedstocks: spodumene, monazite, niobium, antimony, and e-scrap. The modular design enables smaller-scale, distributed production with significantly lower capital requirements - approximately $10-20 million compared to $400-700 million for traditional rare earth refining plants.MTM's most advanced commercial partnership is an MOU with Indium Corp. to recover gallium, germanium, and indium from manufacturing scrap. The company's revenue model combines licensing fees, processing fees, and a share of recovered metal value. Even at one ton per day, the pilot plant could address a significant portion of US gallium demand, estimated at 400-500 tons annually.The company has secured investment from Pengana Capital and is pursuing partnerships with the US Department of Defense and Department of Energy. These align with government initiatives to secure domestic critical metal supply chains and reduce dependence on imports, particularly from China.MTM's technology is particularly relevant given the growing demand for critical metals in clean energy technologies and the urgent need for secure supply chains. The company's modular, efficient approach to metal recovery could play a crucial role in establishing distributed, domestic production capacity for these essential materials.The technology offers several key advantages: faster reaction times, lower energy use, reduced acid consumption, selective metal recovery, scalable modular production, and lower capital requirements compared to traditional methods.Learn more: https://www.cruxinvestor.com/companies/mtm-critical-metalsSign up for Crux Investor: https://cruxinvestor.com

We're undergoing a necessary renewable energy transition. And this transition will require an enormous amount of critical metals in order to power an economy without fossil fuels. Today, the processes we use to extract these materials - from copper, nickel, lithium, and more - are causing harm to both humans and our physical environment. So what do we do about it?  In his new book, Power Metal: The Race for the Resources That Will Shape the Future, Vince Beiser argues that there are huge opportunities to make mining safer, recycle more metals, and use less energy to help lessen the burden. Though the critical metals necessary for the transition to renewable energy and electric vehicles will never come without trade-offs, it's clear we could be doing much better. In this conversation, Beiser discusses the most pressing environmental damage and human rights concerns facing critical metals and how we could start to confront the problem. We also talk about the geopolitical implications of China's dominance in the critical metals supply chain,  the scale of demand for metals, and the need for equitable solutions in the energy transition. Finally, we explore deep sea mining, the challenges and opportunities in recycling metals, the growing right to repair movement, and the importance of reducing energy consumption to help ease demand.  Vince Beiser is an award-winning journalist and author. His first book, The World in a Grain, was a finalist for the PEN / E. O. Wilson Literary Science Writing Award and a California Book Award. His work has appeared in Wired, Harper's Magazine, The Atlantic, and The New York Times, among other publications. Read Power Metal: The Race for the Resources That Will Shape the Future Check out Vince's Substack, Power Metals As always, follow us @climatepod on Twitter and email us at theclimatepod@gmail.com. Our music is "Gotta Get Up" by The Passion Hifi, check out his music at thepassionhifi.com. Rate, review and subscribe to this podcast on iTunes, Spotify, Stitcher, and more! Subscribe to our YouTube channel and our Substack, The Climate Weekly.

Discover the story of a Nordic explorer expanding across Sweden, Norway, and Finland. Arctic Minerals' (STO: ARCT) Director, Peter George, shares how the company is positioning itself as the premier explorer for copper and critical metals in the Nordics following their recent acquisition of Rare Earth Energy Metals.With projects near major industry players and a history dating back to the 1900s, Arctic Minerals is emerging at the perfect time as Europe seeks reliable sources of critical metals for the green energy transition.Tune in to learn more about their promising projects in strong jurisdictions, major catalysts coming in early 2024, and why this could be a good entry point for investors interested in the critical metals sector.Learn more about Arctic Minerals: https://www.arcticminerals.se/en/Watch the full YouTube interview here: https://youtu.be/79STIULJsmQAnd follow us to stay updated: https://www.youtube.com/@GlobalOneMedia?sub_confirmation=1

In POWER METAL, award-winning journalist Vince Beiser chronicles the destructive side effects that the global hunt for critical metals has on our clean energy transition, from environmental damage to political upheaval to murder. Vince Beiser is an award-winning journalist and author of “The World in a Grain: The Story of Sand and How It Transformed Civilization.” The book has been translated into five languages, was a finalist for a PEN America award and a California Book Award, and spawned a TEDx talk. Vince is currently at work on a new book, “Power Metal”, about how the materials we need for digital technology and renewable energy are causing environmental havoc, political upheaval, mayhem and murder—and how we can do better. Vince has reported from over 100 countries, states, provinces, kingdoms, occupied territories, no man's lands and disaster zones. He has exposed conditions in California's harshest prisons, trained with troops bound for Iraq, ridden with the first responders to natural disasters, and hunted down other stories from around the world for publications including Wired, The Atlantic, Harper's, Time, The Guardian, Mother Jones, Playboy, Rolling Stone, The Los Angeles Times, The Wall Street Journal, and The New York Times. Vince's work has been honored by Investigative Reporters and Editors, the Society of Professional Journalists, the American Society of Journalists and Authors, the Columbia, Medill and Missouri Graduate Schools of Journalism, and many other institutions. He has three times been part of a team that won the National Magazine Award for General Excellence, and shared in an Emmy for his work with the PBS TV series SoCal Connected. He is also a grantee of the Pulitzer Center on Crisis Reporting. ⁠https://vincebeiser.com/⁠ ⁠https://nexuspmg.com/

In this week's episode Robert talks to Vince Beiser about his latest book “Power Metal: The Race for Resources Shaping Our Future” which gives us an insight into the global competition for essential minerals, like lithium, cobalt and copper, needed for technologies like renewable energy and the internet. We hear about the challenges of sourcing and recycling these metals, as well as the consequences of our dependence on them. @fullychargedshow @everythingelectricshow   This podcast was brought to you by OVO's Charge Anywhere. Power your next journey with peace of mind by downloading the OVO Charge app today: https://bit.ly/charge_anywhere   Why not come and join us at our next Everything Electric expo: https://everythingelectric.show   Check out our sister channel: https://www.youtube.com/@EverythingElectricShow   Support our StopBurningStuff campaign: https://www.patreon.com/STOPBurningStuff   Become a Fully Charged SHOW Patreon: https://www.patreon.com/fullychargedshow   Become a YouTube member: use JOIN button above   Buy the Fully Charged Guide to Electric Vehicles & Clean Energy : https://buff.ly/2GybGt0   Subscribe for episode alerts and the Fully Charged newsletter: https://fullycharged.show/zap-sign-up/   Visit: https://FullyCharged.Show   Find us on Twitter: https://twitter.com/fullychargedshw   Follow us on Instagram: https://instagram.com/fullychargedshow   To partner, exhibit or sponsor at our award-winning expos email: commercial@fullycharged.show   Everything Electric AUSTRALIA NSW - Sydney Showground - 7th, 8th & 9th March 2025 Everything Electric LONDON (UK) - ExCel - 16th, 17th & 18th April 2025 Everything Electric CANADA - Vancouver Convention Center - 5th, 6th & 7th September 2025 Everything Electric SOUTH (UK) - Farnborough International - 10th, 11th & 12th October 2025 Everything Electric AUSTRALIA VIC  - 14th, 15th & 16th November 2025    

The 2024 edition of the AIG Global Trade Series explores the theme of ‘Back to the Future: A New Era of Managed Trade?'Both the digital transition and decarbonisation ambitions have heightened demand for specialty metals, including nickel and lithium for electric vehicles and rare earths for advanced microelectronics. But as advanced economies' access to these metals is becoming increasing critical, supply security concerns are increasing: production of critical metals is concentrated in a small number of locations, while geopolitical tensions are rising.  The race to produce and acquire these minerals is boosting investment in Asia-Pacific, changing the relationship between the region and the global economy. Focusing on Indonesia and Australia, what role do producer countries play in the global supply chain for critical metals? How are these countries responding to economic and geopolitical and sustainability pressures? And how are countries in the region handling growing pressures towards fragmentation seen elsewhere in the advanced technologies global supply chain?Panellists:        Professor Ian Satchwell, Adjunct Professor, Sustainable Minerals Institute, The University of QueenslandDr Alloysius Joko Purwanto, Energy Economist, ERIAModerator:      Dr Rem Korteweg, Senior Research Fellow, Clingendael InstituteThis podcast episode was recorded on 2 October 2024. Related content from GTS Contributors:Report | Reclaiming Leadership: Australia and the global critical minerals raceReport | Policies and Infrastructure Development for the Wider Penetration of xEVs in ASEAN Countries – Phase II ___ The Global Trade Series is a collaboration between AIG and the following international organisations with leading expertise on global trade: the Aspen Institute Germany; CEBRI - the Brazilian Center for International Relations; Chatham House (UK); CITD - the Center on Inclusive Trade and Development at Georgetown University Law Center (US); the Clingendael Institute (The Netherlands); Elcano Royal Institute (Spain); ERIA – the Economic Research Institute for ASEAN and East Asia (Indonesia); ISPI - the Italian Institute for International Political Studies; the Jacques Delors Institute (France); RIETI - the Research Institute of Economy, Trade and Industry (Japan); and the St. Gallen Endowment for Prosperity through Trade (Switzerland).The views and opinions expressed in this podcast series are those of the speakers and do not reflect the views, policy or position of American International Group Inc, or its subsidiaries or affiliates (AIG). Any content provided by the speakers in this podcase series is their opinion, and is not intended to malign any religion, ethnic group, club, organization, company, individual or group of individuals or anyone or anything. AIG makes no warranty or representations as to the accuracy, completeness, correctness or validity of any information provided during this podcast series, and AIG will not be liable for any errors, inaccuracies or omissions in the information provided during this podcast series or any damages, losses, liabilities, injuries resulting from or arising from the Podcast including your use of the Podcast. 

Interview with Derrick Weyrauch, President & CEO of GT Resources Inc.Our previous interview: https://www.cruxinvestor.com/posts/copper-gaining-traction-investors-positioning-for-the-upswing-5616Recording date: 12 September 2024GT Resources presents an intriguing opportunity for investors seeking exposure to the critical metals sector, which is poised to benefit from the global transition to clean energy and sustainable technologies. As an exploration stage company focused on copper, nickel, and platinum group metals (PGMs) in Europe and Canada, GT Resources is strategically aligning its portfolio with the materials essential for the green economy.One of GT Resources' key strengths is its strategic partnership with mining giant Glencore. This relationship not only provides crucial financial support but also serves as a strong vote of confidence in the company's projects and management. Derek Weyrauch, President and CEO of GT Resources, highlighted that Glencore has provided financial backing multiple times over the past 18 months, enabling the company to pursue its exploration programs despite challenging market conditions.The company's project portfolio includes two notable assets that investors should keep an eye on. First, the Canalask nickel project in Finland, where GT Resources recently completed an exploration program. Results from this program are pending and could serve as a significant near-term catalyst for the company's stock. Second, the North Rock copper project in Ontario, acquired through the purchase of MetalCorp last year. This project boasts a historic resource of a million ton and 1.2% copper according to Weyrauch, and the company plans to advance it with geophysics work scheduled to begin later this year.GT Resources' focus on copper, nickel, and PGMs is well-timed to capitalize on emerging trends in the automotive industry. Wush provided interesting insights into the potential for hybrid vehicles to drive PGM demand in the near term, as these vehicles require both batteries and catalytic converters. This perspective suggests that the company's PGM assets could benefit from a more gradual transition to fully electric vehicles than some market observers predict.Financially, GT Resources demonstrates prudent management in a challenging market for junior explorers. The company recently raised $1.8 million through a structured financing, with Glencore taking 100% of the back end at a premium to mitigate dilution. This tactical approach to financing allows GT Resources to continue its exploration activities while maintaining financial stability.While the junior mining sector faces challenges, including market volatility and financing difficulties, GT Resources' diversified portfolio and strategic approach to exploration and financing help mitigate these risks. The company's focus on critical metals essential for the green energy transition positions it well to potentially benefit from long-term demand growth in these commodities.As with any investment in the junior mining sector, thorough due diligence is essential. While GT Resources offers exposure to in-demand metals and benefits from a strong strategic partnership, investors should be aware of the inherent risks associated with exploration-stage companies and the cyclical nature of commodity markets.Investors considering GT Resources should closely monitor upcoming news releases, particularly regarding exploration results from the Canalask project and advancements at the North Rock copper project. These developments could serve as significant catalysts for the company's valuation. Additionally, keeping an eye on broader market trends in critical metals and the adoption rates of hybrid and electric vehicles could provide context for the company's long-term prospects.View GT Resources' company profile: https://www.cruxinvestor.com/companies/palladium-one-miningSign up for Crux Investor: https://cruxinvestor.com

Interview with Darrin Campbell, President & CEO of Namibia Critical Metals Inc.Recording date: 16th July 2024Namibia Critical Metals (TSXV:NMI) is positioning itself as a significant player in the heavy rare earth elements (REE) sector with its Lofdal project in Namibia. The company's focus on dysprosium and terbium, two critical elements for permanent magnets used in electric vehicles and wind turbines, sets it apart in the REE market.Key highlights of the investment case include:Strategic Resource: The Lofdal project primarily contains dysprosium and terbium, which make up about 85% of the project's rare earth basket. These are among the highest-value rare earths, critical for green technologies.Significant Resource Expansion: Recent exploration has dramatically increased the resource estimate from 6,000 tons to 94,000 tons of contained Total Rare Earth Oxides (TREO), extending the potential mine life to about 20 years.JOGMEC Partnership: A joint venture with JOGMEC, a Japanese government agency, provides funding and potential access to Japanese industrial partners. JOGMEC is investing up to $20 million to earn a 50% interest in the project.Advanced Stage: A Preliminary Feasibility Study (PFS) is expected in October 2024, with a Definitive Feasibility Study (DFS) to follow in about 10 months.Favorable Jurisdiction: Namibia offers a stable, mining-friendly environment with experience in handling slightly radioactive materials.Flexible Ownership Structure: NMI has the option to maintain a 44% interest or be diluted to a minimum 21% carried interest, potentially allowing progression to production with minimal dilution.Market Timing: While rare earth prices are currently at 10-year lows, industry experts anticipate a recovery, potentially coinciding with Lofdal's development timeline.Supply Chain Diversification: As a non-Chinese source of heavy rare earths, Lofdal could play a crucial role in diversifying global supply chains.The company faces challenges, including current low rare earth prices and the technical complexities of rare earth processing. However, the involvement of JOGMEC and the project's advanced stage mitigate some of these risks.Upcoming catalysts include the release of the PFS in October 2024, completion of the DFS in 2025, and potential partnerships with Japanese industrial companies. The global push for clean energy and technology could also drive increased demand for heavy rare earths.CEO Darrin Campbell believes the current market presents an opportunity, stating, "I think now is a good time to hedge against what's expected to be rapidly rising rare earth prices over the next decade."With 65% insider ownership, management interests appear well-aligned with shareholders. The company's unique structure offers significant optionality, potentially allowing it to reach production with minimal further dilution.Investors should consider Namibia Critical Metals as a long-term play on the critical minerals sector, particularly in heavy rare earths essential for green technologies. While the project offers substantial potential, investors should be aware of the inherent risks in junior mining companies and the volatility of rare earth markets. As the company approaches key milestones and the rare earth market potentially recovers, Namibia Critical Metals could see significant value creation, offering an intriguing opportunity for investors looking to gain exposure to the critical minerals sector.View Namibia Critical Metals' company profile: https://www.cruxinvestor.com/companies/namibia-critical-metals-incSign up for Crux Investor: https://cruxinvestor.com 

On episode 122, we bring on a guest Ryan Blanchette who is a former DOD intelligence analyst turned critical metals analyst, who views the industry through the lens of geopolitics, risk, & conflict. We talk about the geo political chaos around the world and how to make sense of it all. After all, being an effective investor, especially a macro investor, understanding the political arena is becoming more and more important. Ryan spent 10 years with the Department of Defense as an intelligence analyst and hazard mitigation specialist. He now focuses on critical minerals and metals, viewing the industry through the lens of geopolitics, risk, & conflict. He has contributed to several well-known publications including David Morgan's The Morgan Report, Marc Faber's Gloom Boom & Doom Report, The Prospector News, and Resource World. Socials: Nic Tartaglia - @nictartaglia Dan Kozel - @dan_kozel93 Website: http://www.newgenmindset.com Apple: https://podcasts.apple.com/ca/podcast/newgen-mindset/id1509522820?i=1000556180979 Spotify: https://open.spotify.com/episode/0HlKwTnrI4AT5cLNiATlbg?si=wAQwMUd2Q5C2QaiEsLK0zg Google podcast: https://podcasts.google.com/feed/aHR0cHM6Ly9hbmNob3IuZm0vcy8xNTYxYjQ1Yy9wb2RjYXN0L3Jzcw Go listen Share Follow --- Send in a voice message: https://podcasters.spotify.com/pod/show/newgenmindset/message

Why is it crucial to the energy transition that critical minerals that underpin it develop traded markets? What will it take to get there? And what are the challenges that this future faces - from uncertain policies, to supply chains and geopolitics? On February 22, in London, Benchmark Minerals Intelligence hosted the HC Insider Podcast in front of a live audience to discuss these questions. Our panellists were Guy Winter, Partner at Fasken, Jessica Fung, Head Strategist at Pala Investments,  Matthew Ashley, Lead Cobalt Trader at Traxys and Caspar Rawles, Chief Data Officer at Benchmark.For more on HC Group go to: www.hcgroup.global

In this episode, we return to critical metals and how their fortunes are affected by the energy transition, technology and geopolitics. To tell that story we are focusing on three in particular: Neodymium, Gallium & Hafnium. Each has a key role in the modern world with demand set to grow but with challenges markets and policy makers are grappling with. Our guest is Ellie Saklatvala, Head of Non-Ferrous Pricing at Argus Media, the leading independent pricing agency.

In this episode, Dr. Rob Stevens teaches investors about the trends and opportunities in critical metals investing. Dr. Stevens (Ph.D., P.Geo.) is a professional geologist and educator. He has trained numerous brokers, analysts, and investors in the basics of mineral exploration and mining via his training course. After teaching this course for many years, he eventually published its content in his book, Mineral Exploration and Mining Essentials. 0:00 Introduction 1:55 What are critical metals? 5:27 Canada's critical metals list 6:05 Critical metals to China, EU & USA 7:02 Metal price trends 8:30 IEA critical minerals review 9:08 Increasing exploration spending 10:40 Increasing capital expenditures & venture capital investments 11:50 Supply-demand scenarios 14:11 Concentration of production & processing 16:23 Investment considerations 19:10 Role of Government 22:52 More investment considerations 27:43 Q&A: niche metal investing caution To learn about Rob's book and online training courses: https://www.miningessentials.com/ Rob's YouTube channel: https://www.youtube.com/@mining-essentials Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 This was not a sponsored interview. MSE received no compensation to speak favorably of Rob Stevens' book and has no revenue-sharing arrangement with Dr. Stevens. The content found on MiningStockEducation.com is for informational purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. It is based on opinions, SEC filings, current events, press releases and interviews but is not infallible. It may contain errors and MiningStockEducation.com offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on MiningStockEducation.com or our videos. We may hold equity positions in and/or be compensated by some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. MiningStockEducation.com may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on MiningStockEducation.com is to be used at your own risk. By reading MiningStockEducation.com, you agree to hold MiningStockEducation.com, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred.

In this episode we return to Lithium – the critical metal of the electron age. The supply chain is both constrained and concentrated, leading to a rush to find suitable deposits worldwide. However, its not just quality of deposit that matters but type, geography and the political and social environment in which it sits. In this episode, we review the Lithium Triangle, the rich swath of brines that cover Bolivia, Chile and Argentina. How and why has the Lithium Triangle acquired its name? What role will it play in the energy transition and which of those three countries provide the best opportunities? Our guests are Gabriel Rubacha and Taj Singh. Gabriel is now the CEO and Chairman of NOA Lithium Brines, a Lithium exploration company focused on the Triangle. Gabriel was previously on the board of directors at Lithium Americas Corp. Taj is the former CEO of NOA and now President & CEO at Gold Line Resources Ltd. Visit NOA Lithium Brines https://www.noalithium.com//Visit HC Group www.hcgroup.global

280 million EV's worth of battery material is sitting on the ocean floor, but do we need to mine it?The end is nigh for the internal combustion engine Electric vehicles will be phased in across the next decade, with two-thirds of vehicles sold in the US by 2032 mandated to be electric. In California, 100% of cars will need to be electric by 2035. As a result, demand for the critical metals that are needed for EVs is forecast to increase significantly. Every solution creates its own challenges. Electrification is one of the answers to the net zero question, but it's created an issue in itself – where are we going to get the minerals? On this episode, host David Banmiller is joined by Gerard Barron, CEO of The Metals Company. They estimate that there are quantities of metals equivalent to 280 million EVs (comparable to the total US fleet today), sitting on the seabed. Deep see mining is a new frontier – but do we need to start scouring the ocean floor when there's an abundance of metals on the surface? How ecological is the practice? Also joining the discussion to answer these questions is Robbie Diamond, Founder, President and CEO of SAFE. SAFE is an advocacy group for US energy security and economic resiliency by reducing dependency on overseas energy supply. They work to ensure that the US and allies secure key aspects of the technology supply chain.Deep sea mining represents a significant opportunity to alleviate supply chain constraints. The mining, done in international waters, presents a few advantages: minimal impact on ecology (though this is debated, and addressed on the show today), avoidance of issues related to cross-continental delivery and rapid utilisation of resources due to lack of infrastructural hurdles.Despite the potential of deep sea mining to diversify supply chains, there has been some resistance from NGOs and other conservation groups who are hesitant about the potential environmental impacts. Understanding the benefits of deep sea mining and, as we do on the show, confronting its potential drawbacks is crucial.Follow us on Twitter - we're @interchange show, or head to woodmac.com/podcasts for more. Subscribe to the show on your podcast platform of choice so you don't miss an episode, out every second Friday at 8am ET. Also do check out our sister podcast The Energy Gang, out on the alternate Friday when the Interchange isn't.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

It's EV News Briefly for Wednesday 19th July. I'll be back as usual at 5pm UK time, that's Midday Eastern, for the full podcast.  Patreon supporters get the episodes as soon as they're ready AND ad free. You can be like them by clicking here. Jaguar Land Rover's Parent Company to Invest £4bn in UK Battery Factory https://evne.ws/44HNlXk Germany's EV Market Soars in June https://evne.ws/3XZQpvH Volkswagen ID. Buzz AD: Self-Driving Electric Van Set to Offer Test Rides in Europe https://evne.ws/3XZW1WS VW's EV Wireless Charging https://evne.ws/44PG4Vl GM Pledges to Accelerate EV Production in 2023 https://evne.ws/44OBlmJ Mini John Cooper Works EV Spotted https://evne.ws/44OFV4G Toyota RAV4 Prime and Lexus NX PHEV Recall: Avoid Charging in Cold Weather https://evne.ws/3XWixQg Rocket Launchers on Electric Bikes: The New Gear for British Soldiers? https://evne.ws/44uAHva Colorado Ushers in New Electric Vehicle Tax Credit https://evne.ws/44wnMsm Massachusetts Greenlights Tesla Megapacks for 800 MWh Energy Storage Facilities https://evne.ws/3rz4uUL Tesla Co-founder's Battery Recycling Start-up Nears $5 Billion Valuation https://evne.ws/3rpNArx Ohio DOT Awards $13.8M to EVgo and Partners for 20 Fast Charging Stations https://evne.ws/44SL0Zt Fastned's Electric Charge: Denmark Debut and 1500th Fast Charger in Europe https://evne.ws/3rupfkl Kempower and GP Joule Connect Join Forces to Boost EV Charging in Europe https://evne.ws/44R5nXe T&E Report: Smaller EVs Could Reduce Demand for Critical Metals https://evne.ws/3XWrDfY ALD LeasePlan Finance Deal to Accelerate Uptake of Electric Vehicles https://evne.ws/44NNZCA Royal Mail Achieves Milestone of 5,000 Electric Vehicles https://evne.ws/44SL63h