Podcasts about critical minerals

In this episode, host Dee Martin sits down with Amanda Van Dyke, Founder of the Critical Mineral Hub and author of The Mineral Imperative, to explore why critical minerals have become a defining issue for the global economy, national security, and industrial strategy. Amanda breaks down what qualifies as a critical mineral, why supply chains are increasingly vulnerable, and why understanding mineral systems is essential for policymakers. Want to learn more about the hidden minerals powering modern life? Tune in now!

In this episode, we feature an interview with Sam Erhlich, a manager at McKinsey and Company and a student in my Strategic Materials Industry Study. We discuss why critical minerals are crucial to national security and how best to strengthen the U.S. industryFirst, however, we look at the runoff elections in Colombia and what a far-right win would mean for the country and the region.We next turn to North Korea's surprising economic trajectory since the pandemic and the latest on its diplomatic efforts.Ryan updates us on one of his favorite topics— aliens and what—if anything—was actually revealed on “Disclosure Day.”Topics Discussed in this Episode03:15 - Colombia Elections18:45 - North Korean Economic Resurgence48:25 - Disclosure Day Bust1:03:36 - Interview with Sam Ehrlich on Critical MineralsArticles and Resources Mentioned in EpisodeTopic 1: Colombian ElectionsAbelardo de la Espriella is now the front-runner in Colombia (The Economist)Colombia's far-right presidential candidate De la Espriella wins first round of vote ahead of runoff (The Guardian)Who is De la Espriella, the Colombian far right's presidential candidate? (Justice for Colombia.org)Topic 2: North Korean Economic ResurgenceThe World's Most Surprising Economic Success Story Is…North Korea (WSJ)A ‘Miraculous Transformation': How Kim Jong-un Fortified North Korea (NY Times)China and Russia are competing for influence over North Korea (The Economist)The North Korean Threat with David MaxwellTopic 3: Disclosure Day BustUS DOW UAP Disclosure SiteI've reported on UFO sightings for decades — and come to this conclusion (WaPo)The Newly Released Government UFO Archives Will Leave You Shrugging (TWZ)Send us Fan MailFollow UsShow Website: www.kelloggsglobalpolitics.comShow Twitter: @GlobalKelloggAnita's Twitter: @arkelloggShow YouTube

David D'Onofrio, CEO and Director of  White Gold Corp. (TSX.V: WGO) (OTCQX: WHGOF) (FRA: 29W) joins me for comprehensive overview of its 3 million ounces of gold across 4 near-surface deposits, and the commencement of its fully-funded 2026 exploration program.  This will be their largest ever drill program, consisting of 20,000 meters across its district-scale land package in the emerging White Gold District in Yukon, Canada. We also discuss the upcoming value drivers of a Preliminary Economic Assessment in a few months, as well as the spin-out of their critical minerals properties into W2 Critical Minerals Corp.   We start off with the backstory and journey of how their 21 properties were assembled under Shawn Ryan's geological prowess, searching for the source of all the placer gold in the Yukon. The company has drilled around 90,000 meters to date, delineating over 3 million ounces of gold in 4 main resource areas comprised of the Golden Saddle, Arc, Ryan's Surprise, and VG deposits.   The primary objectives of this year's drill program with will be resource growth and expansion testing areas adjacent and in close proximity to the Company's known four gold deposits, both along strike and down-dip. In addition to resource growth, a portion of the exploration program will be focused on further advancing discovery-stage targets, as well as towards evaluating high priority early-stage prospects for discovery potential. The program is fully funded and supported by their strategic partners including Agnico Eagle Mines Limited (TSX: AEM, NYSE: AEM) and Power One.   The Company is also continuing to advance its maiden Preliminary Economic Assessment (PEA),  on the White Gold Project, which is expected to be released in the next few months. Additionally, things are moving forward with the spin-out of its critical mineral properties into a dedicated standalone vehicle, We also discuss the upcoming value drivers of a Preliminary Economic Assessment in a few months, as well as the spin-out of their critical minerals properties into W2 Critical Minerals Corp., which current White Gold shareholders will get shares in.   David shares the background of a few team members and technical advisors, as well as his background as an executive with the PowerOne Group; where he developed a depth of knowledge in representing, advising, and assisting emerging companies in accessing capital, advising on mergers and acquisitions and managing their businesses.     If you have any follow up questions for David regarding White Gold, then please email those to me at  Shad@kereport.com.     Click here to follow the latest news from White Gold Corp   For more market commentary & interview summaries, subscribe to our Substacks:   The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/     Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.  

The minerals inside your phone, your car, and U.S. fighter jets almost all pass through one country: China. Dr. Gracelin Baskaran, founding director of the Critical Minerals Security Program at CSIS, joins Sir Richard Dearlove and Rosanna Lockwood to explain how China built a stranglehold on rare earth production, and what it will actually take to break it. Critical Minerals are this century's defining supply chain vulnerability: it's a demand problem, a democracy problem, and, for the West, a race against a country that isn't swayed by elections. Also: Israel's espionage escalation against US officials, Poland's rise as Europe's top defense power, and the fall of Orbán's Hungary. In this episode: (00:00) Intro: China's Rare Earth Minerals Takeover (01:43) World Cup 2026 Preview (03:50) Middle East Conflict Updates (06:57) Israel Spying on US Officials? (08:43) Bill Pulte Named Intelligence Director (10:27) US APAC Strategy Shifts (14:41) Poland Becomes Europe's Defense Power (16:44) Hungary After Orbán's Fall (19:57) China's Critical Minerals Chokehold (27:12) Western Mining Supply Chain Crisis (38:28) Frontier Markets: Africa's Mineral Race (57:32) Taiwan Crisis and Mineral Shortages Show Notes:  The New York Times: https://www.nytimes.com/2026/06/06/us/politics/pentagon-sees-growing-espionage-threat-from-israel.html Hosted by Sir Richard Dearlove (former MI6 Chief) and guest co-host Rosanna Lockwood (International Journalist).  Learn more about your ad choices. Visit megaphone.fm/adchoices

(0:00) Dan Dreyfus Presents: The Future of Critical Minerals (0:33) America's "Capital Light Era" is over, rapid supply/demand shocks (5:40) Impact of China cutting off the US from critical minerals (8:18) Copper's Rise: The next 18 years need as much as the last 10,000 (12:00) Dollar Debasement: $140T in debt and why hard assets win (13:50) The Grid is Dying: Blackouts, bottlenecks, and the craft labor crisis (19:10) How to invest in the commodity supercycle Follow Dan: https://x.com/dreyfd Thanks to our partners for making this possible! EY - Liquidity, growth, and what's next for organizations were front and center at the Summit. EY helps turn liquidity challenges into sustainable value. https://www.ey.com/en_us/services/strategy-transactions/liquidity-working-capital-advisory?WT.mc_id=3501316&AA.tsrc=sponsorship NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE. https://www.nyse.com Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight. https://www.plaud.ai Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg

This week, our guest is the Honourable Brian Jean, Alberta's Minister of Energy and Minerals. The conversation was recorded at an ARC Financial event in Calgary on June 9. The closure of the Strait of Hormuz has underscored the importance of energy security and supply diversity. This, along with more supportive federal policies, is raising expectations for growth in Alberta's oil and gas sector. On the podcast this week, Jackie asks Minister Jean about Alberta's opportunity to expand oil and gas production, including: Is the Strait of Hormuz closure and the Iran war reshaping how people view Canadian energy? What is Alberta's goal for oil production growth, and what changes, regulatory and otherwise, are supporting that goal? How does Alberta benefit from the build-out of LNG export capacity on the West Coast? The Canada–Alberta MOU outlines a plan to submit a 1 MMB/d oil pipeline to reach Asian markets to the Major Projects Office, with the aim of starting the regulatory review by early July. What is its status, and does the decision on the large oil sands CCS project affect the path forward? Are discussions underway with BC on the pipeline and with local communities, including Indigenous groups? And what are Alberta's opportunities in mineral production and, potentially, processing? Content referenced in this podcast: Canada Government, Overview of Canada's National Artificial Intelligence Strategy: AI for All (June 4, 2026) Global Energy Show (June 9 to 11, 2026) Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/Check us out on social media:X (Twitter): @arcenergyinstLinkedIn: @ARC Energy Research InstituteSubscribe to ARC Energy Ideas PodcastApple PodcastsAmazon MusicSpotify

This week's episode features Mark Patterson, BC Mining Leader at PwC Canada, in conversation with host Adrian Pocobelli. Patterson discusses the major challenges and opportunities facing mining in Western Canada, including renewed interest in the Yukon and the growing importance of critical minerals. He also examines infrastructure, policy changes, regulatory hurdles, and the key stumbling blocks miners face when advancing projects in the region. All this and more with host Adrian Pocobelli. “Rattlesnake Railroad”, “Big Western Sky”, “Western Adventure” and “Battle on the Western Frontier” by Brett Van Donsel (⁠www.incompetech.com⁠). Licensed under Creative Commons: By Attribution 4.0 License ⁠creativecommons.org/licenses/by/4.0⁠ Apple Podcasts:⁠ https://podcasts.apple.com/ca/podcast/the-northern-miner-podcast/id1099281201⁠ Spotify:⁠ https://open.spotify.com/show/78lyjMTRlRwZxQwz2fwQ4K⁠ YouTube:⁠ https://www.youtube.com/@NorthernMiner⁠ Soundcloud:⁠ https://soundcloud.com/northern-miner

In his new book, Resources, Power, and Nation Building: Afghanistan and the Promise of Minerals, Dr. Haroon Hakimi analyzes how critical and strategic minerals can either underpin nation building efforts or intensify conflicts. Drawing on his doctoral research at the Institute of World Politics, this lecture examines lessons from U.S. nation building, China's resource strategy, and the emerging global competition over critical minerals that is reshaping power in the 21st century. Dr. Haroon Hakimi is an academic practitioner with more than fifteen years of experience across media, public policy, research, teaching, and diplomacy. His career bridges government service and scholarly research, focusing on the connections between energy and mineral security, national resilience, and international stability. A former diplomat and senior government official, Dr. Hakimi, has advised on foreign affairs, resource policy, and strategic communications at the national and international levels. He has served as Deputy Minister of Information, Culture, Youth and Tourism of Afghanistan, and Head of Chancery and Latin America Affairs at the Embassy of Afghanistan in Washington, D.C. Currently, Dr. Hakimi leads the Energy Security and Minerals Program at the America–Eurasia Center and serves as a Research Analyst at the Global Policy Institute, focusing on the evolving role of critical and rare earth minerals in the global energy transition. His research explores how energy resources shape national policy design and the architecture of state-building in post-conflict and emerging economies. **Learn more about IWP graduate programs: https://www.iwp.edu/academics/graduate-degree-programs/ ***Make a gift to IWP: https://wl.donorperfect.net/weblink/WebLink.aspx?name=E231090&id=3

The ASX 200 fell 100 points to close at 8686 _1.1%), with losses across the board. Banks held up better, with CBA down 0.6%, and WBC the worst of the bunch, down 1.7%, with MQG also falling 1.1%. The Big Bank Basket dropped to $270.46 (-1.8%). Insurers were better as bond yields rose, with QBE up 1.2% and the rest of the financials losing ground. Tech stocks were struggling today, with XRO falling back to earth by 4.2% and the All-Tech Index falling 1.4% as profit-taking moved in after the recent bounce. In the industrials, we saw TLS fall 2.9%, although defensive stocks bucked the downtrend, with WOW and COL both positive, along with utilities ORG and APA. Healthcare stocks were showing some signs of life, with RMD finding a bottom, at least temporarily, up 2.6%, and CSL up 0.4%. The real damage, though, today was done in the resource sector, as the iron ore price came under pressure and profit-takers moved into the iron ore stocks, with BHP down 3.3%, RIO down 3.3%, and FMG down 4.1%. Elsewhere in the gold space, we saw selling again in NST, off 6.1%, and EVN falling 3.0%, with lithium and rare earth stocks all under pressure. PLS dropped 4.5%. Big losers today as well were the big winners yesterday in the uranium sector, with PDN falling 8.2% and DYL down 5.2%. The oil and gas space was modestly higher, with both Woodside and Santos rising, together with coal stocks, with WHC rising 3.0%.In corporate news today, PME secured a five-year renewal in the U.S. TWE had a very good day as it presented to investors with no downgrades and some optimistic outlook statements. IPX fell 4.6% after its DFS study for its Critical Minerals project in Tennessee.Nothing significant on the economic front, although we did have some international goods trade data out, showing exports increased 7.2%, driven by metal ores and minerals.Asian markets mixed. Japan down 1.5%, Hong Kong down 1.4%, and China down 0.6%. South Korea eases back around 1.6%US futures: Dow up 26 and Nasdaq down 151. Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

Critical minerals are no longer just commodities — they are the hidden infrastructure of AI, batteries, semiconductors, national security, and global power.In this urgent and deeply strategic episode of The Clarity Mandate Podcast, Dr. Vivian Atud sits down with Thomas Nadroski, author of Mineral Wars, to unpack one of the most consequential questions of our time: who will control the minerals, processing capacity, capital flows, and supply chains that shape the next global order?Thomas brings rare insight from inside the system, including years managing mineral portfolios for hedge funds and family offices, senior leadership experience connected to global mining, and strategic work at the intersection of markets, geopolitics, and critical minerals. Together, Dr. Vivian and Thomas examine why the world has moved beyond simple strategic rivalry into a new conflict phase around lithium, cobalt, rare earths, graphite, copper, refining, semiconductor inputs, and battery supply chains.This conversation is especially important for African leaders, policymakers, investors, entrepreneurs, diaspora professionals, development finance institutions, and anyone concerned about Africa's future in the fourth industrial revolution. Africa holds major critical mineral reserves, and the Democratic Republic of Congo is central to global cobalt supply. Yet too often, African nations remain trapped at the bottom of the value chain — exporting raw materials while importing finished technologies, batteries, refined products, and advanced systems.In this episode, you will learn why mining alone is not enough, why processing and refining determine real power, why China's dominance in the mineral midstream matters, and why AI sovereignty is impossible without mineral sovereignty. Thomas explains how the global critical minerals race affects electric vehicles, defense systems, AI data centers, semiconductor manufacturing, cloud infrastructure, clean energy, and industrial policy.Dr. Vivian also pushes the conversation toward Africa's strategic choices: Can the African Union's Green Minerals Strategy become a real architecture for value capture? Can African governments negotiate better mineral deals? Can the continent move from extraction to beneficiation, human capital development, industrial capability, and technological sovereignty? What role should the African diaspora, investors, and high-net-worth professionals play in building non-Chinese critical mineral supply chains?This is not only a conversation about rocks in the ground. It is about power, ownership, governance, investment, sovereignty, and the future of economic transformation.Key topics include: critical minerals, Mineral Wars, Africa critical minerals, lithium, cobalt, rare earth elements, Democratic Republic of Congo, DRC cobalt, China mineral dominance, AI infrastructure, semiconductor supply chains, battery supply chains, electric vehicles, clean energy transition, African Union Green Minerals Strategy, mineral sovereignty, AI sovereignty, African industrialization, beneficiation, mining investment, geopolitical risk, U.S.-China competition, global supply chains, energy transition, development finance, African diaspora investment, and the future of global power.If this episode expands your thinking, share it with a policymaker, investor, entrepreneur, student, African leader, or anyone who needs to understand why the next global order will be built not only in boardrooms and data centers, but also in mines, smelters, refineries, ports, contracts, and capital markets.Subscribe, follow, rate, and review The Clarity Mandate Podcast for more high-level conversations on leadership, AI, geopolitics, economic transformation, Africa's future, public policy, entrepreneurship, and the systems shaping tomorrow.Listen now with Dr. Vivian Atud and discover why the mandate is clear: nations that control the mineral value chain will shape the future.

[Recorded on 05-28-2026]  Sean Brodrick, Editor of Wealth Megatrends, Supercycle Investor, Resource Trader, and contributing analyst to Weiss Ratings Daily, joins us to review how he is trading opportunities in drone and counter-drone stocks on the back of news that broke on Thursday May 28th that the US government may be investing directly into drone technology for defense.  Additionally, we discussed how the government is also investing directly into or shaping favorable policy initiatives around the critical minerals sector.   We start off discussing next generation defense and how integral drones have become on as a key aspect of battlefield protection. Sean points out that many nations have invested big into this technology, and that hot conflicts in Ukraine and Iran have changed modern warfare. Some of the companies we discussed include: Unusual Machines, Inc.(NYSE American: UMAC), Red Cat Holdings, Inc. (NASDAQ: RCAT),  Kratos Defense & Security Solutions, Inc. (NASDAQ: KTOS), and Draganfly Inc. (NASDAQ: DPRO) (CSE: DPRO). Sean reiterates that investors need to do proper due diligence as not all companies are run well or have the right technology. He points out AeroVironment, Inc. (NASDAQ: AVAV) as a cautionary note of a company that has struggled even in a bullish sector. He also points out that counter-drone and counter-measure tech companies, like V2X, Inc. (NYSE: VVX), have done incredibly well in this environment.   The discussion then pivots to the US government also putting funding and proactive policy initiatives into the critical minerals stocks. He narrows down this wide range of minerals to a focus on getting exposure to the defense metals like antimony, heavy rare earths, tungsten, and niobium, or conductive metals like copper and silver. Some critical minerals stocks that he and his subscribers have traded well are: MP Materials Corp. (NYSE: MP), Critical Metals Corp. (NASDAQ: CRML), and USA Rare Earth, Inc. (NASDAQ: USAR), Trilogy Metals Inc. (NYSE American: TMQ) (TSX: TMQ), Taseko Mines Limited (TSX: TKO) (NYSE American: TGB), Almonty Industries Inc. (NASDAQ: ALM) (TSX: AII), and American Rare Earths (ASX: ARR) (OTCQX: ARRNF).   He views periods of time where these critical minerals stocks correct as opportunities where investors that missed a stock on the way up, get another opportunity to accumulate into these pullbacks for the longer-term trends in motion. He stresses the need to understand the extreme volatility in this sector, to focus on companies with a legitimate pathway to production, and that may have received government funds in the past.   Wrapping up Sean highlights just how important this administration proposing implementing price floors to certain niche critical minerals sectors will be for encouraging development of projects that can then depend on the government being a steady buyer at a set prices higher than prevailing market prices.   Click here to follow along with Sean's work at Weiss Ratings Daily and Wealth Megatrends . Click here to learn more about Resource Trader   For more market commentary & interview summaries, subscribe to our Substacks:   The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/     Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

In this The KE Report Weekend Show, we sit down with top market analysts to dissect the charts across multiple asset classes and dive deep into the rapidly evolving critical minerals sector. First, fund manager Dana Lyons shares crucial technical indicators for precious metals, copper, energy equities, and the broader S&P 500. Then, Howard Klein and Matt Fernley of RK Equity join the show to expose the under-discussed bottlenecks in the critical minerals supply chain and how US-China dynamics are shifting the math for western investors.    Segment 1 & 2 - Dana Lyons, a fund manager and editor of the Lyons Share Pro website, joins us to share his technical analysis and market outlook. Dana highlights critical support and resistance levels for commodities like gold and copper, shares his specific trading strategies for shifting momentum within technology, energy, and software sectors, and provides a broader analysis of the overall market health, bond trends, and cryptocurrency price action.  Click here to visit the Lyons Share Pro website and learn more about Dana's investment services - https://lyonssharepro.com/   Segment 3 & 4 - Howard Klein and Matt Fernley, partners at RK Equity, discuss the recent structural changes in the critical minerals sector, highlighting how the ongoing conflict in the Middle East has restricted the global sulfur supply and directly disrupted downstream nickel and cobalt processing. They also analyze the emerging trends in heavy rare earth element demand, evaluated new visual clay processing techniques, and debated the long-term feasibility of domestic lithium production and government-backed price floors.  RK Equity website - https://rkequity.com/  Rock Stock YouTube channel - https://www.youtube.com/watch?v=UchoS9EZvak  Howard Klein on X @LithiumIonBull - https://x.com/LithiumIonBull Matt Fernley on X  @matt_fernley - https://x.com/matt_fernley    If you enjoy the show, be sure to subscribe to our podcast feed (KER Podcast), YouTube channel, and follow us on X for more market commentary and company interviews. Don't forget to subscribe and leave us a review!   For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/   Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.  

Nick Hodge, Co-Owner of Digest Publishing and editor of Foundational Profits and Underground Alpha, joins us for our monthly longer-format discussion on different macroeconomic factors and market reactions to the war in the Middle East, his key takeaways from 2 different site visits to South Dakota and Wisconsin, and investing strategies in select copper, gold, and critical minerals stocks.   We start off reviewing the mix of macroeconomic movers and knock-on effects from geopolitics as it relates to the closure of Strait of Hormuz, the US/China meetings last week, projections around central bank monetary policy options, rising bond yields and interest rates, a strengthening US dollar, GDP growth, rising inflation, sovereign debt loads, and AI datacenter buildouts.      The US stock markets have shrugged off most of these economic datapoints and geopolitical news, continuing to blast up to new all-time highs over the last week. He points out that the CRB commodities index has also been strong lately, lead by base metals, soft commodities, and the energy space.     When reviewing the commodities,  it has been hard to ignore the strength in the copper pricing, which has been up at all-time highs over the last few weeks of May, and Nick shares his approach is to investing in the copper equities.   For exposure to the base metals producers he has been positioned in the iShares MSCI Global Metals and Mining Producers ETF (PICK), which has performed quite well over the last year and especially in 2026. Nick reiterated points from our prior conversation about 2 of the copper developers with good investor engagement, solid pounds in the ground resources, and good fundamental catalysts being: Gunnison Copper Corp. (TSX: GCU) (OTCQB: GCUMF) and Aldebaran Resources Inc.  (TSX-V: ALDE) (OTCQX: ADBRF).   Nick highlighted the recent acquisition of Arizona Sonoran Copper Company Inc. (TSX:ASCU | OTCQX:ASCUF) by Hudbay Minerals Inc (TSX, NYSE: HBM) and how that may be used as a good case study and lens for consideration of other advanced copper development assets and what kind of projects and jurisdictions may interest the senior producers. Gladiator Metals Corp. (TSXV: GLAD) (OTCQB: GDTRF) is a copper and gold exploration story in Nick's portfolio that just released some high-grade intercepts in the Yukon, and still has a lot of drilling on tap for this season as a catalyst. When reviewing why he prefers safer jurisdictions in the Americas for copper investing, he did point out a company like Ivanhoe Mines (TSX: IVN) (OTCQX: IVPAF) is an exception, due to the quality of the management team to navigate the risks when operating in Africa.   Next we got a boots-on-the-ground recap of Nick's 2 recent company site visits: Lion Rock Resources Inc. (TSXV: ROAR) (FSE: KGB) (OTCQB: LRRIF) – The company recently announced Phase One drill results at their Volney Project in South Dakota. The system features high-grade lithium, tin and tantalum hosted within spodumene-bearing LCT (Lithium-Cesium-Tantalum) pegmatites. GreenLight Metals Inc. (TSXV: GRL) (OTCQB: GRLMF)- GreenLight is a Wisconsin-focused exploration company advancing copper-gold and gold projects across the Penokean Volcanic Belt-one of North America's most prospective VMS districts. GreenLight's Wisconsin portfolio includes the Bend copper-gold deposit, the Reef high-grade gold project, and the Lobo and Lobo East massive sulfide targets.   We wrapped up getting the near-term technical price support levels that Nick is watching for in gold.  For now he is not concerned about gold falling into a true bear market, and he is treating the pullback we've seen in the precious metals a buying opportunity. Any short-term consolidation in pricing should be juxtaposed against the fundamental structural drivers for the longer-term precious metals bull market that are all still solidly in place. He's been using periods of sector weakness in the PMs to add to positions in both GDXJ and Royal Gold, Inc. (NASDAQ: RGLD), along with some other junior precious metals stocks.   Click here to follow Nick's analysis and publications over at Digest Publishing     For more market commentary & interview summaries, subscribe to our Substacks:   The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/     Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

Todd Stone, President and CEO of the Association for Mineral Exploration Learn more about your ad choices. Visit megaphone.fm/adchoices

The McLaren Vale wine industry disappointed by Endeavour's plans to close a local winery and bottling facility, economic modelling shows government buybacks in the Murray Darling Basin have pushed up water prices, and provisional approval granted to develop one of the world's largest critical minerals projects in Australia.

The following article of the Tech industry is: 'The Geopolitical Chessboard: Why Critical Minerals Matter Now' by Eugenio Marín, CEO, FUMEC. 

In this Daily Editorial, we sit down with Darrell Fletcher, Managing Director of Commodities at Bannockburn Capital Markets, for a deep dive into the shifting dynamics across the broader commodities complex. Darrell provides an insider's look at what is currently driving activity on the trading desk, breaking down the major macroeconomic and geopolitical themes influencing critical resource markets. Key discussion points include: CRB Index Resilience: An overview of the index's ongoing strength, current consolidation patterns, and how today's macro environment compares to multi-year highs. Geopolitical Pressures on Crude Oil: A look into the supply-demand fundamentals, the quickening drawdowns of the U.S. Strategic Petroleum Reserve (SPR), and why the future curves tell a deeper story than current spot prices. Natural Gas Stability: Why the natural gas market remains highly neutral despite localized shifts, alongside an outlook on how expanding LNG export capacity will impact long-term pricing differentials. Base Metals Outperformance: The structural demand drivers behind copper's massive run, code-driven regional arbitrage, and why the global push for artificial intelligence and power infrastructure is transforming the sector. Securitization of Supply Chains: A broader analysis of why nations are aggressively moving to secure domestic resource pipelines and what this new era of resource nationalism means for the future of metal prices. Precious Metals Consolidation: An assessment of the current corrective phase in gold and silver, and what key economic factors are needed to spark the next leg higher.   Click here to learn more about Bannockburn Capital Markets  - https://www.bannockburnglobal.com/   ------------------ For more market commentary & interview summaries, subscribe to our Substacks:  The KE Report: https://kereport.substack.com/  Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

Summits between US and Chinese leaders are important events. They provide opportunities to discuss sensitive issues, manage friction, and to identify ways to solve problems and promote cooperation where possible. A great deal of preparation usually goes into a US-China summit, involving hundreds of phone calls, virtual, and in-person meetings between US and Chinese officials.   The May 14-15 summit in Beijing was atypical, perhaps not surprisingly since Donald Trump is a very atypical president. Today we are going to talk about the summit – the process and well as the outcomes and the implications for the US-China relationship and American interests.  Joining us today to talk about these issues is Sarah Beran. Sarah Beran was senior director for China and Taiwan affairs in the National Security Council during the Biden administration from 2022 to 2024. She was subsequently deputy chief of mission at the US Embassy in Beijing. At the NSC, she led strategic preparations for multiple summits between President Joe Biden and Xi Jinping. After her 23 years in government service, Sarah joined Macro Advisory Partners.   Timestamps:   [00:00] Introduction   [01:45] Differences in Preparing for the Summit   [03:33] What Was Missing from Trump's Itinerary   [08:18] US and Chinese Objectives for the Summit   [12:30] Constructive Strategic Stability as a Framework   [18:09] Iran, North Korea, and Denuclearization in Chinese Policy [23:55] Tension over Taiwan Language   [29:15] Potential Reactions to Trump Calling President Lai   [30:12] Future of US-China Relations and Ally Reactions 

Greetings Glocal Citizens! This week we commemorate Africa Day across the African Diaspora. Reflecting on the journeys of liberation that Black people have endured in trial and triumph, I am ever reminded that those that laid the groundwork will never in my heart, mind or acts have done so in vain. As the pillars of imperialism are finally weakening--though, not without reverting to its tried and tested battle techniques--the new next is taking shape in all manner of action and practice across the globe. So today, as I do in some way every day, I salute us all for staying the course and redirecting the path as necessary on the #PanAfricanProgress mission that is imparative to human evolution and a sustainable existence here on earth. Speaking of existence here on earth and the ways that we inhabit it, I came across my guest this week via a connection that I made last year at the Charter Cities Summit in Nairobi. Remi Adeleke, a former U.S. Navy SEAL and entrepreneur, serves as Chairman and Co-Founder of the Small Farm Cities Africa Resilience Fund, a for-profit venture developing sustainable, agricultural communities to combat poverty and human trafficking. He is actively scaling this model across Africa, including projects in Malawi, Zambia, and other regions, focusing on economic empowerment through infrastructure and land ownership for local farmers. Following a successful career as a Navy SEAL, in 2016 he found himself pursuing a careers in writing, speaking, and acting, including the 2017 franchise film Transformers: The Last Knight, SEAL Team CBS, and the 2022 Universal thriller Ambulance. He served as a consultant on Netflix's 6 Underground and Apple+ TV series Invasion. As an educator he co-founded Muskegon Michigan's OPS Academy which opened to inner city students K-8th grade in Fall of 2022. His story is captured in his HarperCollins bestselling autobiography, Transformed: A Navy SEALs Unlikely Journey From The Throne Of Africa, To The Streets Of The Bronx, To Defying All Odds. As you'll hear in our conversation, Remi is also the founder of Kejo Wear a brand changing negativity to positivity one shirt at a time and where he is marrying this social entrepreneurial enterprises with activism; a portion of proceeds go toward supporting efforts to end human trafficking. Where to find Remi? Small Farm Cities Civil Watch Technologies On LinkedIn On IMDB On Instagram On YouTube On the Down Range Podcast What's Remi watching? Bad Boys The Rock The Unexpected Short Film Other topics of interest: The Story of Banana Island and the late Chief Adebayo Adeleke Victoria Island, Lagos About San Diego, California About the making or the Small Farm Cities Resilience Fund What are Critical Minerals? About the game of MonopolySpecial Guest: Remi Adeleke.

The attack on Iran by the United States and Israel demonstrated, among other things, the necessity of a rapid transition to renewable fuels, like solar and wind.  The technologies for capturing and converting them into usable form are heavily dependent on critical minerals, such as lithium, cobalt and others. Indeed, critical minerals are driving a new wave of resource nationalism and extraction around the globe, many of them being eyed by President Trump as potential regions of intervention and conquest.  What does the gold rush for these minerals portend for world politics and economics? Are we on the brink of a new era of colonialism and imperialism or even resource wars? In two weeks, join me for a conversation about these matters with Professor Thea Riofrancos, from Providence College in Rhode Island, who recently published Extraction: The Frontiers of Green Capitalism.Riofrancos is associate Professor of Political Science at Providence College, a Strategic Co-Director of the Climate and Community Institute, and a fellow at the Transnational Institute. Her research focuses on resource extraction, climate change, the energy transition, the global lithium sector, green technologies, social movements, and the Latin American left.

Disclaimer: Views are guest's own and not the official position of the U.S. Air Force, Department of Defense, or any part of the U.S. Government. Visit www.govdiscoveryai.com to learn more about our Defense Business Intelligence Solutions Rethinking Warfare & The Role of Civil Society in Modern Conflicts Guest: Lieutenant Colonel Jahara Matisek Episode Summary In this episode, we explore the rapidly evolving landscape of modern warfare and the often-overlooked element crucial to national security: civil society. Joining us is defense strategy expert Lieutenant Colonel Jahara Matisek, who sheds light on why military might—munitions, strategy, and troop deployments—is no longer enough on its own. Drawing on recent events in Ukraine, we discuss how everyday citizens, NGOs, and community networks are stepping in to fill logistical gaps, bolster societal resilience, and act as a critical force multiplier in times of crisis. Key Topics Discussed The Changing Face of Warfare: Why modern conflicts require a broader perspective that goes beyond traditional military deployments to include civilian contributions. Insights from Ukraine: Lt. Col. Matisek shares his observations from his August 2021 trip to Ukraine, discussing civilian morale, the psychological impact of government actions, and how NGOs are directly supplying drone units. Hybrid Defense Explained: A look into the collective security approach that blends conventional military efforts with unconventional community support to counter modern threats. Civil Society as a Force Multiplier: How local knowledge, networks, and civilian manpower enhance military effectiveness (with parallels drawn to domestic disaster responses like Hurricane Katrina). Institutional Adaptation: The urgent need for the defense industrial base and military planners to integrate civil society actors into war games and strategic planning. Key Takeaways Community is Critical: Civil society is no longer a bystander in war; it provides vital logistical support, resources, and local intelligence that traditional military structures may lack. Integration is the Future: A "hybrid defense" approach that seamlessly integrates civilian efforts is essential for enhancing overall military effectiveness. Adaptation is Required: Defense organizations must evolve, creating adaptive frameworks and hiring personnel who understand the complex intersection of military and civilian operations. Resources Mentioned Old and New Battlespaces by Jahara Matisek: Discusses the growing prominence of sociopolitical-information warfare (Lynne Rienner, 2022). Lt. Col. Jahara Matisek's insights on the concept of Hybrid Defense.

Prof. Rob Davies – Member: Advisory Council on Industrialisation and Trade, AfCFTA SAfm Market Update - Podcasts and live stream

This evening, we assess market movements with Terence Hove, we discuss building record revenues with Afrimat, learn more about the R6 billion strategic shift with Investec, we prepare wealth transfer beyond the second generation with Standard Bank Wealth & Investment South Africa, we examine African industrialisation and the critical mineral with AfCFTA, and in our SMME feature, we explore the world of gifting and events with Ditebogo Gifts and Events. SAfm Market Update - Podcasts and live stream

  This week's Weekend Show features Josef Schachter and a KER Market QuickTake analyzing the significant price action across energy and metals. The conversation focuses...

This week's Weekend Show features Josef Schachter and a KER Market QuickTake analyzing the significant price action across energy and metals. The conversation focuses on the "NACHO" trade in oil, the historic prices for copper, why certain mid-tier producers are outperforming the majors and a couple major M&A deals in the gold and silver space.     Segment 1 & 2 - Josef Schachter, founder and editor of the Schachter Energy Report, joins us to analyze the volatility of the oil and natural gas markets amid geopolitical tensions. Josef discusses the potential for parabolic price spikes if the Iranian conflict persists, the shifting dynamics of global energy supply and demand, and specific growth opportunities within the Canadian energy service sector.  Click here to learn more about The Schachter Energy Report - https://schachterenergyreport.ca/ Click here to follow Josef on Substack at his Eye One Energy Report. - https://josefschachter.substack.com/    Segment 3 & 4 - We wrap up the show with a KER Market QuickTake. We share insights on the resource sector, noting a muted sentiment at the recent Metals Investor Forum in Vancouver compared to earlier in the year. We discuss key technical levels for gold, silver and GDX, the breakout in copper prices and outperforming copper stocks, while also analyzing the significance of major M&A activity (Equinox Gold bid for Orla Mining and Elemental Royalty buying Vizsla Royalty). If you enjoy the show, be sure to subscribe to our podcast feed (KER Podcast), YouTube channel, and follow us on X for more market commentary and company interviews. Don't forget to subscribe and leave us a review!   For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/   Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

EDITORIAL: ​PH should take advantage of new ADB critical minerals facility | May 14, 2026Check out our Streaming Channel: https://streaming.manilatimes.net/Subscribe to The Manila Times Channel - https://tmt.ph/YTSubscribeVisit our website at [https://www.manilatimes.net](https://www.manilatimes.net/)Follow us:Facebook - https://tmt.ph/facebookInstagram - https://tmt.ph/instagramTwitter - https://tmt.ph/twitterDailyMotion - https://tmt.ph/dailymotionSubscribe to our Digital Edition - https://tmt.ph/digitalCheck out our Podcasts:Spotify - https://tmt.ph/spotifyApple Podcasts - https://tmt.ph/applepodcastsAmazon Music - https://tmt.ph/amazonmusicDeezer: https://tmt.ph/deezerStitcher: https://tmt.ph/stitcherTune In: https://tmt.ph/tunein#TheManilaTimes#VoiceOfTheTimes Hosted on Acast. See acast.com/privacy for more information.

Bongani Bingwa speaks to Methembeni Moyo, Head of Africa Practice at NSDV Law, about the global scramble for Africa’s critical minerals as demand for lithium, cobalt and copper grows. The discussion explores France’s renewed engagement with Africa, shifting geopolitical influence, and whether African countries stand to benefit more from their natural resources in the new global economy. 702 Breakfast with Bongani Bingwa is broadcast on 702, a Johannesburg based talk radio station. Bongani makes sense of the news, interviews the key newsmakers of the day, and holds those in power to account on your behalf. The team bring you all you need to know to start your day Thank you for listening to a podcast from 702 Breakfast with Bongani Bingwa Listen live on Primedia+ weekdays from 06:00 and 09:00 (SA Time) to Breakfast with Bongani Bingwa broadcast on 702: https://buff.ly/gk3y0Kj For more from the show go to https://buff.ly/36edSLV or find all the catch-up podcasts here https://buff.ly/zEcM35T Subscribe to the 702 Daily and Weekly Newsletters https://buff.ly/v5mfetc Follow us on social media: 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/Radio702 702 on YouTube: https://www.youtube.com/@radio7See omnystudio.com/listener for privacy information.

The US and South Africa have held fresh talks on mining cooperation, as the US steps up efforts to secure critical minerals and reduce its reliance on China. Is this a fair deal or strategic rivalry? And how does it compare with controversial mining agreements in DR Congo?

Feneck Consulting Group CEO John Feneck joins us for a conversation about precious metals, critical minerals, and how investors should be positioning themselves amid ongoing political uncertainty. John shares his disciplined approach to portfolio construction, his outlook on gold and silver, and where he is seeing potential opportunities in the market.Learn more about Feneck Consulting: https://www.feneckconsulting.comWatch the full YouTube interview here: https://youtu.be/rwdqe1TlDIoAnd follow us to stay updated: https://www.youtube.com/GlobalOneMedia 

Sean Brodrick, Editor of Wealth Megatrends, Supercycle Investor, Resource Trader, and contributing analyst to Weiss Ratings Daily, joins us to review how he is trading these volatile markets on the back of Middle East geopolitics, and where a few trends have reversed this first full week of May. We've witnessed oil and critical minerals turn down the middle to end of this week after running hard the last couple months. Conversely, we've seen a positive upswing in gold, silver, copper prices, and their related mining stocks; after having been under pressure the last couple months.   With regards to the critical minerals stocks, he narrows down this wide range of minerals to a focus on finding exposure to the rare earths used in high-strength permanent magnets like Neodymium and Praseodymium, and the heavy rare earths used in defense and thermal resistance like dysprosium and advanced technology and energy efficiency like terbium. We also discussed the big runs over the last year in defense metals like antimony and tungsten, and the uptick we've seen in lithium prices.   In particular, Sean is curious what will happen to the Chinese export controls on rare earther that were eased last November for a year, that are set to expire this November. We review how that is leverage that China may use once again, that could factor into future global trade policies.  He noted that most nations do recognize they need to break their dependence with China on a number of these critical minerals, as it relates to both mining and their processing and refining. Some select resource and processing companies will still benefit from future government funds and policy initiatives like pricing floors in some critical minerals to support these their development industry, infrastructure, and defense. He views moments like these, where the critical minerals are finally pulling back a bit, as opportunities where investors that missed a stock on the way up, now get another opportunity to accumulate into these pullbacks.   Sean is encouraged by the move back higher in the precious metals sector this week and remains bullish on gold and silver for the medium-term to longer-term, because all the broader fundamental macroeconomic challenges and geopolitical factors are still in place and haven't really been solved. He outlines that some of the selling pressure in gold the last couple months has been from central banks in the Middle East that have had their oil exports hampered, and thus have been selling gold to counter losses in energy revenues. That selling pressure in gold will subside when and if a resolution is reached with regards to the Strait of Hormuz. We also discuss some of the recent pops in gold and silver producers as they have reported solid Q1 earnings, and yet the irony of them trading below where they were previously at lower margins and earnings. We debate whether strong economic numbers in the gold and silver stocks will bring in more generalists, and how many investors outside of resource focused investors are actually tuned into the financial strength of the PM producers, much less actually hold some of these stocks in their portfolios.   We wrap up discussing the ever-shifting narratives on the Middle East war, and the longer-term implications for oil prices. Sean believes oil prices will remain more elevated than they were averaging prior to this Middle East conflict, and doesn't see them going back down to where they were previously. He points to the sheer amount of infrastructure and business damage inflicted to the energy sector in the Middle East, and highlights that it will take some time and be a much longer process than the more optimistic outlook that the market is factoring in at present.   Click here to follow along with Sean's work at Weiss Ratings Daily and Wealth Megatrends . Click here to learn more about Resource Trader   For more market commentary & interview summaries, subscribe to our Substacks:   The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/     Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned, and companies profiled may be sponsors of the KE Report.

“We all realize that we need a lot more mineral resources in the next two decades. And we realized that geophysics can play a critical role.” Sarah Devriese and Jiajia Sun explain why demand for critical minerals is rising fast while new discoveries are getting harder to make. They show how geophysics now supports the full mining life cycle, from early airborne surveys to advanced 3D modeling and decision making. New ideas like AI, UAV surveys, and smarter sampling are quietly changing how exploration works and who succeeds. This moment creates a rare mix of urgency and opportunity for geophysicists and students entering the field. Read the November 2025 special section, "Geophysics for mineral exploration," at https://pubs.geoscienceworld.org/tle/issue/44/11. KEY TAKEAWAYS > Critical minerals demand is surging while discovery is declining: This gap creates urgency and makes geophysics more valuable than ever in exploration workflows. > Integration is the real advantage: Combining geophysics with remote sensing, geology, and AI helps reduce uncertainty and leads to better decisions. > Career timing is unusually strong: The industry needs new talent now, creating a rare window where skills directly translate into jobs and impact. ABOUT SEISMIC SOUNDOFF Seismic Soundoff showcases conversations addressing the challenges of energy, water, and climate. Produced by the Society of Exploration Geophysicists (SEG) and hosted by Andrew Geary of 51 features, these episodes celebrate and inspire the geophysicists of today and tomorrow. Three new episodes monthly. See the full archive at https://seg.org/resources/podcast/.

For thirty years, the United States largely ignored critical minerals. We mined less, processed less, and stockpiled less — while China quietly built the most dominant mineral supply chain in modern history. When China imposed rare earth export restrictions in 2024, manufacturers from Detroit to Tokyo scrambled. The invisible inputs powering electric vehicles, semiconductors, AI data centers, and defense systems had suddenly become visible — and vulnerable.In this episode of TechSurge, host Sriram Viswanathan speaks with Dr. Gracelin Baskaran, Director of the Critical Mineral Security Program at the Center for Strategic and International Studies. A mining economist with over a decade of field experience across Africa, Latin America, Asia, and the Middle East, Gracelin is one of the sharpest minds working on how the world secures the raw materials that make advanced technology possible.Gracelin brings a clarifying perspective to a topic that is often framed as a geopolitical contest: the real challenge, she argues, is economic. Until mining in allied countries is genuinely profitable — until the capital, energy infrastructure, processing technology, and policy stability are all in place — supply chain security remains aspirational, regardless of how many executive orders get signed.Sriram and Gracelin work through the full landscape: what critical minerals actually are and why the term matters, how China built its dominance not just through geology but through industrial strategy and foreign policy, and why the 29-year average timeline from mineral discovery to production creates a fundamental tension with the pace of technology investment. They examine the gap the CHIPS Act left unfilled, the case for aggregating allied demand to change the economics of new mines, and what tech CEOs are dangerously wrong to assume about their own supply chains.They also dig into the emerging policy architecture: Project Vault as a demand-driven civilian stockpile, the critical minerals ministerial that brought 55 countries to Washington, and the role of recycling and AI-driven exploration in accelerating a supply chain that cannot be built on mining alone.Ultimately, Gracelin argues that America's greatest advantage is not its geology — it is its capacity to innovate. But innovation without investment, and investment without durable policy, will not be enough. The window is open. The question is whether the commitment holds.If you enjoy this episode, please subscribe and leave us a review on your favorite podcast platform.Sign up for our newsletter at techsurgepodcast.com for updates on upcoming TechSurge Live Summits and future Season 2 episodes.Episode Links:Connect with Gracelin: https://www.linkedin.com/in/gracelinbaskaran/ Learn more about CSIS Critical Minerals Security Program: https://www.csis.org/programs/energy-security-and-climate-change-program/critical-minerals-securityTimestamps:[00:00] China's Rare Earth Wake-Up Call[02:57] The Origin Story Behind Gracelin[05:02] What “Critical Minerals” Actually Means[08:17] Saudi Arabia's Mineral Strategy Playbook[10:33] Why Economics Matters More Than Geology[13:54] Why New Mines Take Decades to Build[16:42] China's Supply Chain Dominance Explained[24:57] America's Workforce and Processing Problem[27:05] Innovation vs Scale in the Mineral Race[29:54] Can the US Rebuild Mineral Processing?[33:10] Startups, Capital, and the Mining Challenge[35:02] Belt and Road, Security, and Global Supply[41:19] The CHIPS Act's Missing Ingredient[46:21] The Policy Blueprint for Critical Minerals[51:59] Project Vault Explained[53:54] Rapid-Fire Takeaways and Final Reality Check

AP correspondent Karen Chammas reports on a billion dollar deal between Zambia and the U.S.

Australia and Japan have signed a suite of deals strengthening economic and security cooperation as Japan's 'iron lady' makes her first visit to Australia as leader. With global energy disruptions and a faltering rules-based world order, both leaders say a strengthened alliance between Australia and Japan is crucial for both countries.

In this Daily Editorial from the KE Report, we welcome Howard Klein and Matt Fernley, partners at RK Equity, for an in-depth conversation about the rapidly shifting landscape of critical minerals. The discussion focuses on the strategic importance of various minerals, the influence of international policy, specifically from the U.S. and China, and the importance of technical processing in the valuation of equity. Key Discussion Points: The Evolution of RK Equity: An overview of the firm's 24-year history, starting with traditional commodities like gold and copper before becoming early leaders in the lithium and battery material sectors. Emerging Critical Minerals: Insights into why the market is expanding beyond lithium to include essential high-tech and defense metals such as antimony, rare earths, and high-purity phosphate. The High-Tech Supercycle: Exploration of how underinvestment in minor metals, combined with the rising demands of AI, data centers, and grid infrastructure, is fueling a potential long-term secular trend. Geopolitics and Policy Shifts: Analysis of how U.S. legislative actions like the Inflation Reduction Act (IRA) and shifting relations with China are fundamentally altering global mineral supply chains. Investment Strategy and Risk: Expert advice on evaluating mining stocks at various stages of development, with a focus on management quality, resource grade, and the complexities of mineral processing.   Click the following links to keep up to speed with Howard and Matt:  RK Equity website - https://rkequity.com/  Rock Stock YouTube channel - https://www.youtube.com/watch?v=UchoS9EZvak  Howard Klein on X @LithiumIonBull - https://x.com/LithiumIonBull Matt Fernley on X  @matt_fernley - https://x.com/matt_fernley    -------------------- For more market commentary & interview summaries, subscribe to our Substacks:  The KE Report: https://kereport.substack.com/  Shad's resource market commentary: https://excelsiorprosperity.substack.com/   Investment Disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

In this episode of the KE Report, we sit down with TG Watkins, Director of Stocks at Simpler Trading and Editor of The Profit Pilot. As the "Magnificent Seven" and semiconductor giants show signs of being overbought, TG identifies a significant rotation of capital into previously overlooked sectors. From the resilience of small caps to the surprising strength in software and critical minerals, this discussion outlines where the smart money is moving as the primary indices test all-time highs. Key Discussion Points: The Post-Earnings Rotation: Why the S&P 500 and Nasdaq leaders might be due for "backing and filling" while the rest of the market catches fire. Software's AI Redemption: A look at how Wall Street's fear of AI disrupting software companies may have been overblown, creating a massive "double bottom" buying opportunity. Crypto and Bitcoin Support: Analyzing the major historical levels that suggest Bitcoin and Ethereum have found a definitive floor. The Energy-AI Nexus: Exploring the shift from Bitcoin mining to AI data center power generation and its impact on energy stocks. Critical Minerals and Uranium Momentum: Why technical flags in Uranium and Lithium suggest the commodity super-cycle is far from over. Precious Metals Outlook: Determining if the current pullback in Gold and Silver is a healthy consolidation or the start of a deeper trend change.   Stocks & Symbols Mentioned: S&P 500 (SPX), Nasdaq (IXIC), S&P 500 Equal Weight (RSP), Russell 2000 (IWM), Semiconductors (SMH), Bloom Energy (BE), Coinbase (COIN), Tesla (TSLA), Uvance (UAMY), USA Rare Earth (USAR), Critical Metals (CRML), Software ETF (IGV), ServiceNow (NOW), B. Riley Financial (RILY), Microsoft (MSFT), MicroStrategy (MSTR), Bitfarms (BITF), Cipher Mining (CIFR), Hut 8 (HUT), TeraWulf (WULF), Uranium ETF (URA), Albemarle (ALB), Sigma Lithium (SGML), Gold ETF (GLD), Silver ETF (SLV), Gold Miners (GDX), Junior Gold Miners (GDXJ).   Click here to visit the Simpler Trading website - https://www.simplertrading.com/   Click here to visit TG's site - Profit Pilot - https://www.profit-pilot.com/   For more market commentary & interview summaries, subscribe to our Substacks:  The KE Report: https://kereport.substack.com/  Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

Is Doug Ford's drop in popularity just a blip, or is there reason for Ontario's Progressive Conservatives to be concerned? Hosts Steve Paikin and John Michael McGrath break down the latest poll numbers and how they would translate to seats. Then, the hosts look at how Minister of Education Paul Calandra made a rare appearance at the committee discussing Bill 101, and why his comments to union leaders prompted criticism. Finally, how might Mark Carney's new Canada Strong Fund support Ontario's future goals? Just look at the Ford government's economic priorities: nuclear power and critical minerals. In "Your Column, My Column," JMM discusses how the federal government might consider positioning itself on the Billy Bishop Airport, and Steve wonders why Doug Ford has been so ornery, and discusses his ad hominem attacks against Liberal MPP Stephanie Smyth.See omnystudio.com/listener for privacy information.

E-waste is our fastest-growing waste stream, expanding five times faster than we can recycle it. But it's also one of our greatest untapped opportunities. With the demand for critical minerals showing no signs of stopping, recovering materials from the billions of dollars' worth of mobile phones hibernating in our drawers is increasingly important. In this episode, the Ellen MacArthur Foundation's Danielle Holly, Executive Lead for North America, and Wen-Yu Weng, Executive Lead for Critical Minerals, join Pippa to explore how the circular economy can transform how we produce, use, and recover electronics, and the critical minerals inside them. Find out more about the Foundation's work in Critical Minerals. Sign up to the Foundation's North America newsletter. If you enjoyed this episode, then please share with your colleagues, or leave us a review or comment on Apple Podcasts, Spotify or YouTube.

"We realized early on with our digital transformation that really what we're trying to do is digitize processes and …we really want to transform. But the people that own these business processes are stakeholders, they're in sales, they're in operations, they're in HR, finance, supply chain, so we needed them before we could get started on digitally architecting a solution. So… we take a senior leader from a function and ops or a business unit and ask them to be the business process leader…. and we match you to an IT leader who's also quite senior. So these are VP SVP roles and they're the power couple. So we ask the domain leader on the stakeholder or business side, you define the what and the why, so what is it that you need and why? That's the value part of it….They're a partnership."" Elizabeth Hackenson on Electric Ladies Podcast How do you manage business systems in the middle of an industrial-technology revolution when those very systems are transforming too? They also use massive amounts of energy, water and are made from things like critical minerals, steel, aluminum wires, computer chips, et cetera that are all complicated by climate and energy crises. Listen to Elizabeth Hackenson, Chief Information Officer of Schneider Electric explain how this massive global technology leader transforms itself while helping clients do the same in this fascinating discussion with Electric Ladies host Joan Michelson.  You'll hear about: How what a Chief Information Officer's portfolio really is and how they manage it 24/7 across the globe How they are leveraging and managing AI, as well as data centers. How their "power couples" have become a valuable structure for ground up systems transformation with the end user in mind. How they reduce their carbon footprint while helping clients do the same and maintain excellence. Plus, insightful career advice, such as… "First you have to find a company that is interesting to you and what you want to do. And then to me, it's always about focus on delivering what you've been asked to and what you can do. And then opportunity, in my view, opens up. Now sometimes it's at the company you're at and other times it's not. And that's okay…When you're at that 15-year mark, you should have by then figured out what you like, what your interests are and where you want to go next. And you've got to take control of your destiny. And again, I think getting to a company that you believe in, you have the same values, can give you that pathway to whatever it is you're looking for is where to start and then deliver." Elizabeth Hackenson on Electric Ladies Podcast Read Joan's Forbes article about this new report here and more of her articles here too. You'll also like: Microgrids Keep the Lights On - Jana Gerber, President of Microgrids, Schneider Electric Making Infrastructure Resilient - Genevieve Avice-Huet, EVP of Industrial Automation, Schneider Electric (formerly Chief Strategy & Sustainability Officer) Critical Minerals 101 - with Abby Wulf, Critical Minerals expert and former head of Critical Minerals in the U.S. Dept. of Energy Business Leaders Bridging the Climate Gap - Top executives from The Earth Day Women's Summit The State of Energy Today Might Surprise You - Lisa Jacobson, President, Business Council for Sustainable Energy on their 2026 Energy Factbook Subscribe to our newsletter to receive our podcasts, blog, events and special coaching offers.. Thanks for subscribing on Apple Podcasts or iHeartRadio and leaving us a review! Follow us on Twitter @joanmichelson

Middle East war:  Concerns grow over vital raw minerals Lebanon: French peacekeeper dies following recent attack Largest vaccine catch-up campaign reaches 18 million children  

In this episode of the Engineering Influence Podcast, ACEC's Thomas Grogan sits down with Dan Palo of Barr Engineering to unpack one of the most important—and often overlooked—topics shaping our future: critical minerals. What exactly makes a mineral “critical”? Why are materials like lithium, rare earth elements, copper, and uranium suddenly at the center of conversations around energy, infrastructure, and national security? Dan breaks it all down—exploring how these essential resources power everything from batteries and electrification to data centers and advanced technologies. The conversation also dives into the growing urgency around supply chain resilience and how the U.S. is responding through research investments, public–private partnerships, and renewed efforts to boost domestic production. But it's not without challenges. From complex permitting processes to workforce development gaps and the need for better recycling and reuse (circularity), the path forward requires coordination, innovation, and long-term thinking. The episode wraps with a grounded, practical message: building durable, bipartisan support for domestic critical mineral development starts with better public understanding. Education, transparency, and collaboration will be key to securing the resources that underpin modern life. Tune in for a thoughtful, forward-looking conversation on the materials powering our world—and what it will take to ensure a stable, sustainable supply for generations to come.

What does it feel like to hit one of the highest-grade nickel drill holes on the planet… and not even be on the drill pad when it happens? In this long overdue episode, we sit down with Brian Goldner, Chief Exploration and Operations Officer at Talon Metals, for a front-row look at modern-day exploration, discovery, and the relentless pursuit of what's hidden beneath the surface. Recorded in Duluth, Minnesota at the Better In Our Backyards Winter Dinner, this conversation dives deep into the science, the risk, and the reward of chasing critical minerals in today's world. Brian takes us from a kid in Minneapolis obsessed with rocks to leading one of the most exciting nickel discoveries in North America. We unpack the realities of exploration — a career built on being wrong, challenging assumptions daily, and pushing forward until something clicks. From helicopter-supported fieldwork in remote areas to building an in-house drilling operation during COVID, Brian shares how innovation, teamwork, and timing all play a role in success. At the center of it all is Talon's recent discovery — a drill hole so significant it ranks among the best globally across multiple metals. But this episode isn't just about the win. It's about the process, the failures that lead to breakthroughs, and the responsibility of developing resources the right way — for communities, for the environment, and for the future of domestic mining.   Episode Sponsors: Safety First Training and Consulting Motor Mission Machine and Radiator Heavy Metal Equipment & Rentals    Chapters:  01:00 Welcome to Better In Our Back Yards & Talon Metals 04:12 From Physics to Geology 08:45 Discovering Economic Geology 12:00 How Nickel Deposits Actually Form 18:05 Helicopters, Remote Exploration & Field Life 24:00 Mentorship & Learning Under a Legend 28:00 Prospecting, Core & First Discoveries 35:10 Building an In-House Drilling Operation During COVID 44:10 Critical Minerals, Nickel & Global Demand 52:30 The Vault Discovery: A Career-Defining Moment 01:07:30 The Future of Mining, Technology & Exploration

Tesla and Microsoft climbing as the two Mag7 laggards pace for their best weeks of the year. The semi and data center details boosting those names, and if this could be the start of a tech turnaround for the stocks. Plus, the restrictions weighing on ASML, Bank of America gets a bump after reporting, and the state of metals and critical minerals as geopolitical tensions weigh on the space. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

"You see corporate procurement of clean energy, predominantly renewable energy, but there's fleet investments, there are efficiency improvements in buildings and on campuses underway….but it was a little different than what we'd seen in recent years. It wasn't just solar and wind. There was an interest in 24/7 reliable clean energy in particular by the tech industries, which won't surprise you, but things like nuclear, geothermal, other integrated technologies like solar and storage…So that's kind of an interesting set of dynamics because it's really diversifying the players in the corporate for procurement space" Lisa Jacobson on Electric Ladies Podcast With the war Trump started in Iran causing gas prices to soar, we wanted to understand where the energy sector really is today, despite economic and geopolitical pressures. Luckily, the new 2026 Energy Factbook just came out with the answers. Listen to Lisa Jacobson, President of the Business Council for Sustainable Energy (BCSE) talk about the findings in the new energy report they did with Bloomberg New Energy Finance (BNEF) again in this fascinating discussion with Electric Ladies host Joan Michelson.  You'll hear about: How AI is affecting energy markets and sources -- beyond just data centers. How the energy supply chain is at risk, not just the energy sources themselves. How reliable the grid is today and what's being done to strengthen it, including increasing transmission, efficiency, and resiliency in the face of $800 billion in climate events last year. Why she said AI is "inertia breaking" in a good way, forcing breakthroughs that are long overdue. Plus, insightful career advice, such as… "Reach out, reach out, reach out…We're an expanding sector and so much new innovation, new technology, new focus on us…it's a good time to be in the energy sector …So I think a lot of it's still relationships and putting yourself out there. I think that is key. And certainly I would say to anybody who's listening, don't hesitate to reach out to me.… (and) Be generous with your time." Lisa Jacobson on Electric Ladies Podcast Read Joan's Forbes article about this new report here and more of her articles here too. You'll also like: Nuclear Energy is Growing Fast - with Maria Korsnick, CEO of the Nuclear Energy Institute The Politics of Progress on Climate and Energy - with Congresswoman Chrissy Houlahan of Pennsylvania, Co-Chair of the Bipartisan Climate Solutions Caucus and Air Force veteran Energy Efficiency Saves Money - with Paula Glover, CEO of the Alliance to Save Energy Critical Minerals 101 - with Abby Wulf, Critical Minerals expert and former head of Critical Minerals in the U.S. Dept. of Energy Why Geothermal is the Next Big Thing - with Marit Brommer, Ph.D., head of the International Geothermal Association Subscribe to our newsletter to receive our podcasts, blog, events and special coaching offers.. Thanks for subscribing on Apple Podcasts or iHeartRadio and leaving us a review! Follow us on Twitter @joanmichelson

On Friday Seabridge Gold said it received a letter from the Ministry of Mining and Critical Minerals of British Columbia advising that a decision to issue permit amendments for construction and operation of the Mitchell Treaty Tunnels (MTT) over their full length has been delayed. Chair and CEO Rudi Fronk spoke to Mining Stock Daily . Seabridge Gold's resource base of gold, copper and silver is one of the world's largest. In 2024 Seabridge Gold's KSM projects in Northwestern B.C. was granted "substantially started" designation by the B.C. government.

US Antimony chairman and CEO Gary Evans joins Inside the ICE House to discuss why antimony has become a strategically critical mineral for U.S. defense, manufacturing, and technology. Evans explains how global supply concentration has created vulnerabilities and how US Antimony is rebuilding domestic mining and processing capacity while expanding into other critical minerals like tungsten. The conversation also explores government collaboration, supply‑chain resilience, and how new technologies, including AI, could shape the future of critical minerals production.

Tungsten is vital for military hardware and industry, including drilling for oil. Yet, prices have risen tenfold in the last year, threatening both.This is a story of production capture by China, now wielded as an economic weapon. What is Tungsten, how is it mined and made and how did we end up her?. And what does it mean for the West? Our guest is William Parry-Jones, founder of Wolfram Advisory, a consultancy supporting client in capturing value across the Tungsten and other critical minerals supply chains. For related content and to find out more about HC Group, a search firm dedicated to the energy & commodities sector, visit https://www.hcgroup.global

This interview is disseminated on behalf of Western Star Resources Inc. With tungsten at the center of its U.S. strategy, Western Star Resources Inc. (CSE: WSR | OTCQB: WSRIF | FSE: 4K2) is aligning its North American assets for the critical minerals race. CEO Blake Morgan shares why the company is advancing the past-producing Rowland Tungsten Property in Nevada, gives insights into the strong surface mineralization at the Western Star Project in B.C., and maps out the company's catalysts driving long-term value.Learn more: https://www.westernstarresources.com/Watch the full YouTube interview here: https://youtu.be/8gHCIMiafz0And follow us to stay updated: https://www.youtube.com/GlobalOneMedia