Podcasts about critical metals

Watch The X22 Report On Video No videos found (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:17532056201798502,size:[0, 0],id:"ld-9437-3289"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");pt> Click On Picture To See Larger PictureThe green new scam is dead, and in Texas people are now seeing that wind and solar cannot support the electrical load during the cold. China said the quiet part out loud, they were suppose to be the reserve currency. Trump’s new Fed chair help with the transition. Trump is now exposing the criminal underworld the people of this country. The people are seeing all the pieces of the crimes they have committed. When the people see that all the characters are criminals and have done horrible things and that these people are the same ones that have been trying to stop trump, it is game over. Trump is now pushing the Save Act to shutdown the [DS]. Trump is setting the country up for the win.   Economy Report: Texas Wind and Solar Failed During This Week's Winter Storm, Grid Carried by ‘Natural Gas and Coal' The recent snow storm that overtook Texas reportedly crashed the state's wind and solar energy generators, leading to natural gas, coal, and nuclear providing most of the state's electricity. https://twitter.com/RyanMaue/status/2015854614206206101?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E2015854614206206101%7Ctwgr%5Eccb14922c034250da614ea4ff40e89ae08ce9117%7Ctwcon%5Es1_c10&ref_url=https%3A%2F%2Fwww.thegatewaypundit.com%2F2026%2F02%2Freport-texas-wind-solar-failed-weeks-winter-storm%2F According to David Blackmon, an energy-related public policy analyst and consultant, by the early morning hours of Jan. 26, natural gas, goal, and nuclear were providing 89 percent of all the state's power. “Natural gas alone is chugging along at an impressive 68%,” Blackmon reported online on Substack later that same day. Politico similarly reported that the U.S. energy grid “leaned heavily on coal and natural gas generation to satisfy the energy appetite from Winter Storm Fern.” https://twitter.com/mayes_middleton/status/2015822288663228536?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E2015822288663228536%7Ctwgr%5Eccb14922c034250da614ea4ff40e89ae08ce9117%7Ctwcon%5Es1_c10&ref_url=https%3A%2F%2Fwww.thegatewaypundit.com%2F2026%2F02%2Freport-texas-wind-solar-failed-weeks-winter-storm%2F Source: thegatewaypundit.com China is on a ‘strong currency' mission to make the yuan a global reserve: Xi Xi Jinping says the goal of becoming an international powerhouse is a long-term one and will rest on core foundations China needs to build a “strong currency” that can become widely used in international trade, investment and foreign exchange markets, and reach the status of a global reserve. Source:.scmp.com Trump Launches $12 Billion Strategic Mineral Stockpile To Counter China; Rare Earth Stocks Jump The Trump administration is preparing to launch a major initiative aimed at protecting US manufacturers from disruptions in the supply of critical minerals, committing about $12 billion in initial funding to build a strategic stockpile of essential materials, according to Bloomberg. The project, known as Project Vault, is designed to reduce America's dependence on China for rare earths and other strategically important metals. By creating a centralized reserve for civilian industries, officials hope to cushion companies against sudden shortages and sharp price swings that can disrupt production and strain finances. Shares of MP Materials, USA Rare Earth, Critical Metals and other rare earth associated names are higher between 5% and 10% heading into the cash open on Monday on the news. At this point it’s safe to say last week’s Reuters rare earth hit piece (authored most likely at the behest of a disgruntled short), which sent the sector tumbling on disputed claims the Trump administration was seeking to distance itself from the rare earth space by moving away from a price floor on critical metals and suggesting MP’s deal with the government may be in question, has been thoroughly debunked. Even the MP Materials X account was mocking the grotesque misreporting: https://twitter.com/MPMaterials/status/2016734732835573833?ref_src=twsrc%5Etfw Project Vault will be financed through a mix of private and public funding: $1.67 billion is expected to come from private investors, while the US Export-Import Bank is set to provide a $10 billion loan with a 15-year term. The bank's board is scheduled to vote on the deal, which would be the largest in its history. More than a dozen major companies have joined Project Vault, including General Motors, Stellantis, Boeing, Corning, GE Vernova, and Google. Three large trading firms – Hartree Partners, Traxys North America, and Mercuria Energy – will handle sourcing and purchasing materials for the stockpile.    Source: zerohedge.com https://twitter.com/Geiger_Capital/status/2018319873609290010?s=20 https://twitter.com/StephenMoore/status/2017295983940354307?s=20 https://twitter.com/profstonge/status/2018300872447418573?s=20 (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:18510697282300316,size:[0, 0],id:"ld-8599-9832"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs"); Political/Rights https://twitter.com/rickygervais/status/2018249171900227730?s=20 https://twitter.com/NICKIMINAJ/status/2018147684276748388?s=20 https://twitter.com/NICKIMINAJ/status/2018146323581513971?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E2018146323581513971%7Ctwgr%5Ebf8eb4e3fdfcee731660a65a8ed9f8dad15fa004%7Ctwcon%5Es1_c10&ref_url=https%3A%2F%2Fwww.thegatewaypundit.com%2F2026%2F02%2Fnicki-minaj-fires-back-grammys-host-trevor-noah%2F know — yet they continue to attempt bullying. Also, I won't be releasing an album until my contract is renegotiated & until I tell you about all the sabotage this RICO is finding out about Billboard. https://twitter.com/NICKIMINAJ/status/2018156644689920362?s=20   https://twitter.com/TrumpWarRoom/status/2018142074906845333?s=20    accused of being there, not even by the Fake News Media. Noah, a total loser, better get his facts straight, and get them straight fast. It looks like I'll be sending my lawyers to sue this poor, pathetic, talentless, dope of an M.C., and suing him for plenty$. Ask Little George Slopadopolus, and others, how that all worked out. Also ask CBS! Get ready Noah, I'm going to have some fun with you! President DJT https://twitter.com/Patri0tContr0l/status/2018162192676229182?s=20   the TV tells them to. https://twitter.com/DrunkRepub/status/2017198485510963485?s=20   https://twitter.com/MrAndyNgo/status/2018184786209087562?s=20   Lord Mandelson resigns from Labour Party over Epstein links Lord Mandelson says he has resigned his membership of the Labour Party as he does not want to “cause further embarrassment” by his links to the late convicted paedophile Jeffrey Epstein. The former cabinet minister, who was sacked as US ambassador last year because of his past connections to Epstein, appeared in the latest release of files by the US Department of Justice on Friday. Documents suggest Epstein made $75,000 (£55,000) in payments to Lord Mandelson in three separate $25,000 transactions in 2003 and 2004. In his letter to Labour’s general secretary on Sunday, Lord Mandelson said: “I have been further linked this weekend to the understandable furore surrounding Jeffrey Epstein and I feel regretful and sorry about this.” He added: “Allegations which I believe to be false that he made financial payments to me 20 years ago, and of which I have no record or recollection, need investigating by me. Source: bbc.com https://twitter.com/Patri0tContr0l/status/2018011104094380207?s=20  TRUMP'S DOJ that arrested Epstein. Facts are hard for professional liars like Eric Swalwell.   Newly-Released Emails Reveal Jeffrey Epstein May Have a Secret Son  Newly-released emails reveal Jeffrey Epstein may have a secret son. Sarah Ferguson, the former Duchess of York, congratulated Epstein on the birth of his baby boy. Ferguson said she ‘heard from the Duke' that Epstein had a baby boy. The email is date September 21, 2011 so if Epstein has a secret son, he would be 14 years old today. The Daily Mail reported:   Source: thegatewaypundit.com https://twitter.com/JayTC53/status/2018073517368184847?s=20  Jew night” “media elite” and “once the money is paid” https://twitter.com/JayTC53/status/2018128138715443273?s=20 the biggest Trump haters were best friends with Jeffery Epstein https://twitter.com/WarClandestine/status/2018358307052793892?s=20   since been neutralized by King Salman and new crown Prince MBS. This Epstein email reveals (confirms) two sides of the Deep State triangle. House of Saud, and the Rothschilds. https://twitter.com/elonmusk/status/2018185343263019234?s=20  https://twitter.com/elonmusk/status/2017859237502767117?s=20 https://twitter.com/amuse/status/2018351298685419772?s=20   the documents with required redactions. With Trump exonerated & damaging details now pointing toward Democrat power brokers, the pressure has abruptly flipped back to secrecy. https://twitter.com/WarClandestine/status/2018138887655133692?s=20   https://twitter.com/WarClandestine/status/2018017331499213275?s=20      DOGE Geopolitical https://twitter.com/visegrad24/status/2018020919252230227?s=20   since 1996 but was stormed by the police for the eviction 5 weeks ago. Nearly 2000 of the protesters later broke off from the main demonstration and fought the police for hours in the streets. They threw stones, fireworks and homemade bombs while also setting barricades and police vehicles on fire. Many Italians are now calling on Meloni to launch a crackdown against violent far-left extremist. https://twitter.com/EricLDaugh/status/2018311833405293048?s=20    friendship and respect for Prime Minister Modi and, as per his request, effective immediately, we agreed to a Trade Deal between the United States and India, whereby the United States will charge a reduced Reciprocal Tariff, lowering it from 25% to 18%. They will likewise move forward to reduce their Tariffs and Non Tariff Barriers against the United States, to ZERO. The Prime Minister also committed to “BUY AMERICAN,” at a much higher level, in addition to over $500 BILLION DOLLARS of U.S. Energy, Technology, Agricultural, Coal, and many other products. Our amazing relationship with India will be even stronger going forward. Prime Minister Modi and I are two people that GET THINGS DONE, something that cannot be said for most. Thank you for your attention to this matter!   War/Peace  https://twitter.com/AP/status/2017881629440483383?s=20     https://twitter.com/RapidResponse47/status/2018022342731976897?s=20 We have the biggest, most powerful ships in the world over there… hopefully, we’ll make a deal. If we don’t make a deal, then we’ll find out whether or not he was right.” https://twitter.com/WarClandestine/status/2018030967823192563?s=20 Medical/False Flags   [DS] Agenda https://twitter.com/EndWokeness/status/2018176829723398321?s=20  https://twitter.com/Tyler2ONeil/status/2017430244496412840?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E2017430244496412840%7Ctwgr%5E1d06078b39cc73de0216e98cb34ee981fb7d135c%7Ctwcon%5Es1_c10&ref_url=https%3A%2F%2Fwww.dailysignal.com%2F2026%2F02%2F02%2Fbreaking-2-more-arrested-minnesota-church-invasion%2F  Armstrong tells Lemon—who knows the location but is hiding it from his audience—that they’re going to “disrupt business as usual” at what we later learned was Cities Church. Lemon said he would see her there. https://twitter.com/AGPamBondi/status/2018326184468058566?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E2018326184468058566%7Ctwgr%5E1d06078b39cc73de0216e98cb34ee981fb7d135c%7Ctwcon%5Es1_c10&ref_url=https%3A%2F%2Fwww.dailysignal.com%2F2026%2F02%2F02%2Fbreaking-2-more-arrested-minnesota-church-invasion%2F   https://twitter.com/libsoftiktok/status/2018337163188846994?s=20   https://twitter.com/Rightanglenews/status/2018101057902059727?s=20 Anti-ICE Resistance Manuals and Training at Schools Receiving Federal Funding Anti-ICE resistance training manuals, including de-arresting and blocking, are being distributed, and in some cases, the training is being held in schools receiving government funding. Image of de-arresting by Minnesota ICE Watch. Minnesota ICE Watch, the organization that Renee Good and her wife were members of, distributed a document known as the “De-Arrest Primer,” which instructs activists on how to physically interfere with law enforcement officers during arrests. The manual provides detailed guidance on pulling detainees from officers' grips, pushing and pulling officers, breaking holds, and opening law enforcement vehicles to free suspects. The manual also teaches the use of coordinated chanting to create confusion and overwhelm officers during active arrests, as well as surrounding officers until they release detainees. The guide openly acknowledges that these actions may constitute criminal offenses but argues that the risk is justified. Each successful interference is described as a “micro-intifada,” framed as a tactic meant to spread, replicate, and inspire wider disruption. The manual claims these methods originated in pro-Palestinian campus protests and presents them as a model for broader resistance activity. While no single formal publisher is identified, the manual appears to originate from broader activist and radical networks that promote direct physical interference with law enforcement. It has circulated widely through Instagram and other activist communication channels and has been used in training individuals described as “constitutional observers” or “ICE watchers.”   Source: thegatewaypundit.com https://twitter.com/nicksortor/status/2018111147237425556?s=20   https://twitter.com/nicksortor/status/2018114619320017259?s=20   JUST IN: Chicago Mayor Brandon Johnson Signs “ICE On Notice” Executive Order to Prosecute ICE Agents  Chicago Mayor Brandon Johnson at a press conference hosted by Illinois Governor J.B. Pritzker / Screenshot: MSNBC Chicago Mayor Brandon Johnson signed an executive order on Saturday, launching investigations into ICE agents and laying the groundwork for criminal referrals for alleged law violations.  The order “creates a framework for public accountability in the event federal agents violate local or state law while operating in Chicago,” a press release from Johnson's office reads.  “Nobody is above the law. There is no such thing as ‘absolute immunity' in America,” Johnson said in a statement. Source: thegatewaypundit.com https://twitter.com/9mmsmg/status/2017633783638368516?s=20 https://twitter.com/Sec_Noem/status/2018435428932538861?s=20   President Trump's Plan  Federal Appeals Court Tosses Justice Department's Misconduct Complaint Against Judge Boasberg  A federal appeals court tossed out a Justice Department misconduct complaint against Judge James Boasberg. AS previously reported, DC Chief Judge James Boasberg and other DC Judges admitted bias against the Trump Administration during a March 2025 judicial conference with Chief Justice Roberts, according to a memo obtained by The Federalist. For the last year, DC Circuit Court Judges have engaged in a judicial coup against President Trump. Far-left DC judges James Boasberg, Beryl Howell, Chutkan, Berman Jackson and others have ruled against President Trump in every case related to deportations and firings in the Executive Branch. Source: thegatewaypundit.com   https://twitter.com/WallStreetApes/status/2018099758943084657?s=20   agencies, Los Angeles County has more than 36 states combined and 30X MORE than the whole state of Florida and New York “How is that possible? And take a look at this map, a cluster of 287 hospice providers, in a two-mile radius, some in strip malls, unmarked buildings, even a wrecking yard and vacant lot. All of it is just paperwork. I could fill that out in Kazakhstan if I want and get a hospice license waiting for me.” https://twitter.com/elonmusk/status/2018172495535247571?s=20      Rebuilding, can be, without question, the finest Performing Arts Facility of its kind, anywhere in the World. In other words, if we don't close, the quality of Construction will not be nearly as good, and the time to completion, because of interruptions with Audiences from the many Events using the Facility, will be much longer. The temporary closure will produce a much faster and higher quality result!   Based on these findings, and totally subject to Board approval, I have determined that the fastest way to bring The Trump Kennedy Center to the highest level of Success, Beauty, and Grandeur, is to cease Entertainment Operations for an approximately two year period of time, with a scheduled Grand Reopening that will rival and surpass anything that has taken place with respect to such a Facility before.   Therefore, The Trump Kennedy Center will close on July 4th, 2026, in honor of the 250th Anniversary of our Country, whereupon we will simultaneously begin Construction of the new and spectacular Entertainment Complex. Financing is completed, and fully in place! This important decision, based on input from many Highly Respected Experts, will take a tired, broken, and dilapidated Center, one that has been in bad condition, both financially and structurally for many years, and turn it into a World Class Bastion of Arts, Music, and Entertainment, far better than it has ever been before. America will be very proud of its new and beautiful Landmark for many generations to come. Thank you for your attention to this matter!   PRESIDENT DONALD J. TRUMP President Trump to SETTLE $10 BILLION IRS LAWSUIT — Plans to DONATE THE PROCEEDS TO CHARITY President Donald J. Trump is preparing to settle his massive $10 billion lawsuit against the Internal Revenue Service and the U.S. Treasury Department, and he says he will donate the entire payout to reputable charities instead of keeping a penny for himself. President Trump, Eric Trump, Don Jr., and the Trump Org filed a lawsuit against the IRS for leaking their tax returns. They are seeking $10 billion in damages. In September 2023, federal prosecutors charged a former IRS contractor who worked for the agency from 2018 to 2020 with unlawfully obtaining and disseminating the tax details of a high-ranking public official and numerous affluent Americans to media outlets. According to court documents and an official press release from the Department of Justice, Charles Littlejohn, 38, of Washington, D.C., stole tax return information associated with a high-ranking government official, referred to as Public Official A  – now known as Donald Trump. He then disclosed this information to a news organization identified as News Organization 1 – now known as The New York Times. Littlejohn reportedly stole IRS information on thousands of wealthy people. The stolen information was then disseminated to two news outlets (New York Times and ProPublica). “In July and August 2020, Littlejohn separately stole tax return information for thousands of the nation's wealthiest individuals. Littlejohn was again able to evade IRS detection. In November 2020, Littlejohn disclosed this tax return information to News Organization 2, which published over 50 articles using the stolen data. Littlejohn then obstructed the forthcoming investigation into his conduct by deleting and destroying evidence of his disclosures,” the DOJ previously said. L Source: thegatewaypundit.com   https://twitter.com/CynicalPublius/status/2018117811625730171?s=20   some facts: 1. Yesterday’s voter turnout was 94,938. 2. In the same district in 2024, the voter turnout was 400,339. 3. In the same district in 2022, the voter turnout was 277,883. 4. This was a special election to fill a vacant seat resulting from a state senator's promotion into state comptroller. 5. Based on the timing of this election and the next election, and the peculiar nature of Texas state government, it is a 99.99% certainty that this new Democrat will never cast a single vote in the term he is filling. 6. The vote was on a Saturday. I am as passionate a MAGA voter as is alive, but if I lived in TX-SD9, I would have stayed home and enjoyed my Saturday based on fact #5 alone. Is this good for the GOP? No. Is it bad for the GOP? No. Then what is it, CP, you big smartypants? IT'S NOTHING. IT'S MEANINGLESS. So everybody please calm down. For the 2026 midterms, every Trump voter knows that if he does not win, the House will impeach him twice weekly. That fact will be as widely understood as any fact during the 2024 election. There are still many issues Trump needs to work on, and I'm not guaranteeing a 2026 victory. What I AM guaranteeing is that yesterday's TX-SD9 election has as much meaning as peanut butter on a dog's nose. (The dog freaks, everybody laughs, but ultimately the dog gets the peanut butter and we all move on.) https://twitter.com/JohnBasham/status/2018199554764447926?s=20   The Georgia Elections Board. https://twitter.com/WSJ/status/2018277500464275804?s=20 Complaint against Tulsi Gabbard could do ‘grave damage to national security': Report The whistleblower's allegations are so highly classified that documents are being kept locked in a safe and the complaint still hasn't been shared with Congress From reproductive rights to climate change to Big Tech, The Independent is on the ground when the story is developing. Whether it’s investigating the financials of Elon Musk’s pro-Trump PAC or producing our latest documentary, ‘The A Word’, which shines a light on the American women fighting for reproductive rights, we know how important it is to parse out the facts from the messaging. At such a critical moment in US history, we need reporters on the ground. Your donation allows us to keep sending journalists to speak to both sides of the story. The Independent is trusted by Americans across the entire political spectrum. And unlike many other quality news outlets, we choose not to lock Americans out of our reporting and analysis with paywalls. We believe quality journalism should be available to everyone, paid for by those who can afford i   Source: the-independent.com There’s an “8 month old complaint” from a “US official” alleging “wrongdoing”   https://twitter.com/awaitekw14/status/2018081688803516456?s=20   ballots from Fulton. Coincidence? No way. COVID wasn’t just a ‘pandemic’—it was the engineered pretext that flipped every state rule on mail-ins, drop boxes, and signature verification. Harvest those ballots, truck them in after 3 a.m. stops, rinse & repeat in swing-state blue zones. Regime change 2.0 after Russiagate flopped.If they can prove those Fulton ballots trace back to illegal harvesting (or even foreign interference via the biolab network), the whole house of cards collapses. Treason on a scale we haven’t seen since the founding. Trump saying ‘interesting things happening’ soon? Understatement of the century. Stay frosty, patriots. The storm is here. https://twitter.com/liz_churchill10/status/2018006616369496424?s=20   https://twitter.com/AndrewDesiderio/status/2018375101847097793?s=20 Andrew Desiderio Schumer issues new statement reiterating that the SAVE Act is “dead on arrival” in the Senate — amid push from GOP Rep. Luna & others “If House Republicans add the SAVE Act to the bipartisan appropriations package it will lead to another prolonged Trump government shutdown” https://twitter.com/EricLDaugh/status/2018378753873969400?s=20 elections from fraud.  REP. AUGUST PFLUGER, Chair of Republican Study Committee nails it: “The House did our job nearly 300 days ago. It's high time that the Senate do theirs!”   President Donald Trump has proposed building a massive triumphal arch in Washington, D.C., often referred to as the “Independence Arch” or “Memorial Circle arch,” to be located on Columbia Island near the Potomac River, close to the Lincoln Memorial and Arlington National Cemetery.  The structure is envisioned as a 250-foot-tall monument, which would make it more than twice the height of the 100-foot Lincoln Memorial, taller than the 70-foot White House, and larger than Paris’s 164-foot Arc de Triomphe—though still shorter than the 630-foot Gateway Arch in St. Louis. Trump’s motivations stem from a desire to create a grand symbol of American pride and exceptionalism, emphasizing that Washington, D.C., is “the only city in the world that’s of great importance that doesn’t have a triumphal arch  The arch signifies Trump’s emphasis on monumental nationalism and grandeur, evoking historical triumphal arches built by emperors and leaders to commemorate triumphs and project power—earning it nicknames like “Arc de Trump.”  (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:13499335648425062,size:[0, 0],id:"ld-7164-1323"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="//cdn2.customads.co/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");

Critical Metals CEO Tony Sage joined Bloomberg's Matt Miller and Dani Burger to discuss rare earth minerals and business in Greenland.See omnystudio.com/listener for privacy information.

MSD introduces Apex Critical Metals and its CEO, Sean Charland, discussing the Rift Rare Earth Project in Nebraska. The conversation covers the project's history, current drilling plans, and the significance of rare earth elements in the market. Charland shares insights on the company's strategy, partnerships, and the importance of domestic production of critical minerals.

China controls 80-90% of critical metal refining, and that's a big problem for the West's data center, energy, and defense sectors, our guest Craig Tindale explains. Subscribe to the Blockspace newsletter! Welcome back to The Blockspace Podcast! Today, Craig Tindale, macro investor and former manufacturing consultant, joins us to talk about the critical mineral shortage and multi-trillion dollar problem facing the US data center, energy, and defense sectors. We dive into his "Critical Mineral Thesis," exploring how China secured 80-90% of the world's critical mineral refining capacity. Craig explains the "midstream matrix," the looming 25,000-tonne silver deficit, and why the US is like a "turtle on its back" after decades of outsourcing. We discuss if sound money can save a system that has lost its atomic backbone. If you'd like to read Craig Tindale's work to learn more, you can find his seminal articles here: -Critical Materials: A Strategic Analysis -The Hard Bifurcation Subscribe to the newsletter! https://newsletter.blockspacemedia.com Notes: * China controls 80-90% of mineral refining. * 70% of silver production refined in China. * 25,000-tonne silver deficit in four years. * Large transformers have 4-5 year wait times. * Chinese firms borrow at 2-4% interest. Timestamps: 00:00 Start 02:37 Who is Craig? 10:15 Thesis 13:49 Silver problems 17:41 Tin 19:50 Titanium 22:42 Recession game theory 27:32 Sound money standard 33:43 Regulation outlook 40:24 Reshoring industry 45:22 Data center demand 49:39 Energy generation stagnation 54:52 Waking up to reality 1:00:52 Greenland & political games

For decades, the West has outsourced its own material production to other countries, in favor of lower costs and short-term returns over more expensive, long-duration investments like mining and manufacturing. But while this has seemed like a success on the surface, it has left us with a society based on consumption, unable to produce what we need on our own. What are the deeper costs of this long-term offshoring – including for our geopolitical, climate, and technological ambitions? In this conversation, Nate is joined by materials expert and investor Craig Tindale, who explores the profound vulnerabilities facing Western economies by what he calls "Industrialization 2.0." Craig argues that decades of central banking policies favoring consumption and short-term returns have led the West to offshore virtually all materials production and processing to China – limiting the West's ability to defend itself, as well as rebuild industrial capacity to address the growing technological needs of climate and AI. Tindale also introduces his "four clocks" framework, which describes how corporate quarterly cycles, 10-20 year climate urgency, immediate defense needs, and continuous consumption addiction  are all ticking at different speeds and pulling society in incompatible directions. Furthermore, he posits that Silicon Valley's "unspoken bet" is on human obsolescence, with capital flowing to robot owners rather than human workers. How do all of these pieces – monetary policy, critical materials, climate action, geopolitical risk, and technological displacement – fit together to create a perfect storm for humanity's future? Why might the only path to a circular economy be "through the valley of death" – forced by necessity rather than choice? And what types of practical investments and technological innovations are needed to make our societies more resilient in the face of impending geopolitical and economic turbulence? (Conversation recorded on December 10th, 2025)   About Craig Tindale: Craig Tindale is a private investor who has spent nearly four decades working in software development, business strategy, and infrastructure planning, including in leadership positions at Telstra, Oracle, and IBM. Additionally, he has direct experience working in east-to-west supply chains, including as the CEO and Asia Regional Director for DataDirect Technologies.  He's now pivoted to investing in groundbreaking ideas such as drone reforestation through Air Seed Technologies, and uses his knowledge of Chinese industrial strategy and Western tech demand to identify the choke points in Critical Metals markets. Most recently he released the white paper, Critical Materials: A Strategic Analysis, which offers a systems synthesis on how the race for rare earths and the return of material constraints is shaping geopolitical relationships.    Show Notes and More Watch this video episode on YouTube   Want to learn the broad overview of The Great Simplification in 30 minutes? Watch our Animated Movie.   ---   Support The Institute for the Study of Energy and Our Future   Join our Substack newsletter   Join our Hylo channel and connect with other listeners  

US equity futures point to a firmer open, with Asian markets broadly higher and European equities trading mostly firmer. Today focus is on continued pressure in US equities after the S&P 500 and Nasdaq fell for a fourth straight session, even as markets closed out 2025 with double-digit annual gains; Attention also remains on the US macro backdrop after initial jobless claims came in below consensus, reinforcing views of a still-resilient labor market and shaping expectations for the Fed's rate-cut path in 2026; Moreover, investor sentiment is weighing fading year-end seasonal support against longer-term positives, with markets now looking ahead to early-January ISM, labor market data, and broader confirmation of growth momentum.Companies Mentioned: Apple, Critical Metals

The UK Investor Magazine was delighted to welcome Krystal Lai, Head of Communications at Majestic Corporation, back to the Podcast for another insightful discussion around critical minerals and urban mining.This time, we focus on critical metals and AI infrastructure.Download the 'Critical Minerals in AI Infrastructure' report.This episode explores AI infrastructure's material demands and the data centre waste recycling opportunity.We look beyond AI's power consumption to the physical metals driving the technology and their end-of-life value.The conversation examines specific metals in GPUs and AI hardware, assessing how infrastructure buildout affects global metal demand and how recycling is a key element to securing future supply.Krystal details which AI infrastructure metals urban miner Majestic recovers, their current exposure to data centre waste, and the projected growth in this segment.We finish by looking at how Majestic is positioning to capture the opportunity. Hosted on Acast. See acast.com/privacy for more information.

The West is urgently securing reliable, non-Chinese sources of tungsten, and Allied Critical Metals (CSE: ACM | OTCQB: ACMIF | FSE: 0VJ0) is positioning itself at the center of this shift.CEO and Director Roy Bonnell shares insights on the company's two historically significant mining projects in northern Portugal, the Borralha and Vila Verde Tungsten Projects.  From their history and current status to how quickly they can move toward production, this interview covers everything investors need to know about these projects' mineral and economic potential.Check out: https://alliedcritical.comWatch the full YouTube interview here: https://youtu.be/dL_QkaKLFGE?si=QiRww-IInvAVwDJzAnd follow us to stay updated: https://www.youtube.com/@GlobalOneMedia

The West is urgently securing reliable, non-Chinese sources of tungsten, and Allied Critical Metals (CSE: ACM | OTCQB: ACMIF | FSE: 0VJ0) is positioning itself at the center of this shift.CEO and Director Roy Bonnell shares insights on the company's two historically significant mining projects in northern Portugal, the Borralha and Vila Verde Tungsten Projects.  From their history and current status to how quickly they can move toward production, this interview covers everything investors need to know about these projects' mineral and economic potential.Check out: https://alliedcritical.comWatch the full YouTube interview here: https://youtu.be/dL_QkaKLFGE?si=QiRww-IInvAVwDJzAnd follow us to stay updated: https://www.youtube.com/@GlobalOneMedia

Great catching up with John Forwood here in Frankfurt. We dug into why junior miners are still waiting to break out, how the Fed's next moves could flip the whole sector, and why he's so confident in gold, copper, and critical minerals right now. Always appreciate John's clarity and honesty in these markets.#gold #silver #copper -------------------

American Resources Corp (NASDAQ:AREC) CEO Mark Jensen talked with Proactive's Stephen Gunnion about the company's new partnership with Uzbekistan's TMK LLC to advance the supply and refinement of tungsten and potentially other critical minerals. Jensen said the agreement further establishes the company's growing role in the global critical minerals supply chain, underpinned by its modular and scalable refining facilities developed through its ReElement division. “Tungsten is an element and a product that's desperately needed,” he explained, citing its role in shipbuilding and national defense applications. The CEO noted that the company's strategic relationship with the US government and other international stakeholders continues to grow. He emphasized that American Resources is taking ownership stakes in feedstock sources, with more developments expected to be announced soon. Jensen also detailed how ReElement's unique flow sheet development technology positions it to refine a range of elements, including germanium, gallium, rare earth elements, and now tungsten. The Marion, Indiana, facility serves as a hub for this expanding capability, which the company aims to deploy globally. He added that a joint working group has been set up to assess feasibility and funding structure, with tungsten development following a similar path to other products like antimony and germanium. For more updates like this, visit Proactive's YouTube channel. Don't forget to like the video, subscribe to the channel, and turn on notifications for future content. #AmericanResourcesCorp #MarkJensen #ReElement #Tungsten #CriticalMinerals #RareEarths #UzbekistanPartnership #MineralRefining #DefenseIndustry #CleanTech #SupplyChain #Antimony #Germanium #Gallium #EnergyTransition

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.

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

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

“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!

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.--

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.

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

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    

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