Podcasts about critical minerals

Episode 193 with Samuel Efosa Austin, founder of ECO Africa, Tech for Good Africa, and the ECO Fund. Samuel is leading a bold mission to raise ₦100 billion in local currency to finance Africa's data infrastructure, proving that the continent can build and fund its own digital future.Samuel shares how verified data, technology, and local capital can drive inclusive growth across Africa. Through ECO Africa's integrated ecosystem, he is redefining economic measurement beyond GDP, investing in green data centres, AI-powered civic tools, and sustainability-driven platforms that connect communities, governments, and investors.He explains why verified data should be viewed as critical infrastructure, how to make data systems bankable for local investors, and what it will take to build trust and ownership within Africa's digital economy. Samuel also discusses how blended finance models can balance social impact and financial returns while unlocking a new asset class for African investors.What We Discuss With SamuelSamuel's journey from civic technology innovator to founder of ECO Africa and the ECO Fund.Why Africa must treat verified data as infrastructure, not a technology product.Mobilising ₦100 billion in local currency to fund Africa's digital future.Blending catalytic impact capital with commercial investment to build resilient data systems.Training Africa's next generation of technology leaders through the African Technology Leadership Academy.Reimagining Africa's economic future through data ownership, trust and local value creation.Verto CornerIn this week's Verto Corner, Megan Doherty, Director of Operations at Verto, explains why reducing payment friction is central to customer success and long term retention. She discusses how issues such as failed transactions, payout delays and foreign exchange errors do not just create costs but also damage trust. Megan shares how strong operational processes and the right technology can prevent these problems, ensuring reliability and transparency across every cross border payment. She also gives examples of how solving payment challenges has helped clients strengthen loyalty with their own customers.Access the Strategy HandbookDid you miss my previous episode where I discus Why Africa Holds the Key to Critical Minerals and Clean Energy Supply Chains? Make sure to check it out!Connect with Terser:LinkedIn - Terser AdamuInstagram - unlockingafricaTwitter (X) - @TerserAdamuConnect with Samuel:LinkedIn - Samuel Efosa-AustinTwitter - @ECOevangelistsDiscover how Verto's solutions can help you accept payments, manage expenses, and scale with ease here

Following the launch of a new report by Brookings' Africa Growth Initiative, host Landry Signé sits down with AGI scholars Ede Ijjasz-Vásquez and Vera Songwe to discuss how U.S. investments in mining can transform African economies while diversifying American access to much needed critical minerals. Show notes and transcript Foresight Africa podcast is part of the Brookings Podcast Network. Subscribe and listen on Apple, Spotify, Afripods, and wherever you listen to podcasts. Send feedback email to podcasts@brookings.edu.

Investing in Bizarro World Episodes: https://youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME&si=w2d_EF-B5jMo1dYD Subscribe to Investing In Bizarro World: @bizarroworld Editor's Note: In June, we did a gold private placement that's already up 95%. In July, we did a copper placement that's already up 393%. In August, we did a uranium deal that's already up 260%. We have warrants in all three deals that are already in-the-money. A new Private Placement Intel deal is open for September. It's high-grade gold and lithium in the US, being drilled right now. Secure your discounted spot before the deal closes on September 10th. Click here: https://bit.ly/4pscssq Or call Jimmy Mengel in Customer Experience at 844-334-4700. —NickMark your calendar: The New Orleans 2025 Investment Conference is almost here.Click here for details: https://neworleansconference.com/hodge/The free version of the 333rd episode of Investing in Bizarro World is now published.Here's what was covered:Macro Musings - Flying solo this week, Nick dove into the bond market, the dollar, and gold. The 10-year yield trends down as the Fed readies a likely September cut, while the 30-year pushes higher — signaling growth ahead despite short-term easing. A weak dollar and lower short yields are tailwinds for gold, which hit fresh record highs near $3,600/oz. Stocks remain near all-time highs, but September seasonality could bring turbulence. Political interference at the Fed looms as Trump threatens Powell's job and hints at dovish replacements.Market Takes - Nick stepped back to trace his career from clean energy beginnings in 2007 through the financial crisis and into resources. The throughline: real things matter. Key themes now:Uranium — Essential for AI-driven electricity demand, nuclear is resurging globally. U.S. needs ~50M lbs annually but produces only ~1M. Trump is fast-tracking projects like Dewey Burdock, where Nick first financed Azarga in 2017 before its Encore buyout.Copper — Added to the U.S. critical minerals list, with a Section 232 investigation underway. Supply deficits and Trump's tariff missteps highlight America's dependence on imports. Projects like Resolution in Arizona show how permitting delays hamper supply.Rare Earths — Déjà vu from 2010–11. China's threats and U.S. inaction left dependence intact. Now MP Materials and recyclers are surging, with government support and Apple partnerships underscoring urgency.Together, these metals — uranium, copper, and rare earths — remain the backbone of energy, defense, and technology.Bizarro Banter - Politics turned local this week. Nick detailed Spokane's deepening homeless crisis and the political dysfunction surrounding Proposition 1, which 75% of voters supported to ban street camping. Instead of honoring the vote, the mayor and city council watered it down and allegedly used late-night threats to sway votes. An ethics investigation is underway, but the press is silent. For Nick, it's a microcosm of U.S. politics: leaders defying the will of the people, prioritizing agendas over democracy. The lesson: remain independent, own assets, and recognize that all politics is local.Premium Portfolio Picks - For paid listeners only. Subscribe here: https://bit.ly/4ndN5s80:00 Introduction3:04 Macro Musings: Bond Yields Diverge. Weak Dollars. Fed's Independence.7:33 Market Takes: Real Things Matter. Critical Minerals. Private Placements. 31:02 Bizarro Banter: Politics Are Local. Will of People. Spokane Homeless 38:14 Premium Portfolio Picks: Protein Play. Gold-Copper Driller. Prospect Generator. (You need to subscribe to Bizarro World Live to get this section) Subscribe here: https://bit.ly/4ndN5s8PLEASE NOTE: There are now two versions of this podcast. 1. Bizarro World Live — Pay $2 per episode to watch us record the podcast live every Thursday and get Premium Portfolio Picks every week. Plus an archive of all premium episodes. Subscribe here: https://bit.ly/4ndN5s82. Bizarro World Free — Published the Monday after the live recording with no Premium Portfolio Picks.Visit our website Daily Profit Cycle for more content like this and more! https://dailyprofitcycle.com/

Episode 192 with Lindokuhle Shongwe, Project Leader at BCG and co-author of Africa Unleashed: Harnessing Africa's Critical Mineral Opportunity.Africa sits at the centre of the global energy transition. With vast reserves of cobalt, lithium, copper, platinum group metals and rare earths, the continent holds the minerals powering electric vehicles, clean energy, digital infrastructure and advanced manufacturing.In this episode, Lindokuhle Shongwe of BCG explains how Africa can turn its geological advantage into sovereign, sustainable and scalable growth. He unpacks the findings from the landmark BCG report Africa Unleashed, outlining why critical minerals matter, the continent's leverage in the global mineral race, and the bold choices African leaders must make in this decisive decade.What We Discuss With LindokuhleWhat critical minerals are and why they are central to the 21st century global economyAfrica's unique geological advantage in the global energy and industrial transitionHow the continent can move beyond raw mineral exports to industrial transformation and value chain developmentThree strategic levers to unlock Africa's potential including investment, regional collaboration and global alliancesCase studies from Namibia, Morocco, Rwanda, the DRC and Zambia showcasing best practices in policy, ESG and innovationThe socio economic opportunity including jobs, skills, infrastructure and inclusive growth if Africa captures more value locallyVerto CornerIn this week's Verto Corner, James Booth, Head of Revenue at Verto, explores Africa's fast growing digital economy and the payment challenges holding it back. He explains how businesses such as marketplaces, SaaS platforms and exporters are losing margins to foreign exchange pressures and slow settlements, and why tackling these bottlenecks could unlock the next wave of growth. James also looks at how scalable models can be built in volatile markets and why reducing payout fragmentation is central to driving revenues across the continent.Access the Strategy HandbookDid you miss my previous episode where I discuss The Roads We Never Build: Rethinking Access to Infrastructure Finance in Africa? Make sure to check it out!Connect with Terser:LinkedIn - Terser AdamuInstagram - unlockingafricaTwitter (X) - @TerserAdamuConnect with Lindokuhle:LinkedIn -  Lindokuhle Shongwe and Boston Consulting Group (BCG)Discover how Verto's solutions can help you accept payments, manage expenses, and scale with ease here

China-Africa trade in the first eight months of the year increased by 15% to more than $220 billion, on track to break another annual record. A significant portion of that growth, however, stemmed from a surge in Chinese exports to African countries, exacerbating an already substantial $60 billion African trade deficit with China. South Africa, by far, is China's most important trade partner on the continent, and it is attempting to close that gap by increasing its exports of agricultural products to China. The problem, however, is that it will take a lot more than selling fruits and vegetables to narrow the country's gaping trade deficit. In the meantime, local producers are facing growing pricing pressure from the surge of low-cost Chinese imports. Eric & Cobus discuss the difficult position that many African countries are facing in this new, more competitive trade landscape. JOIN THE DISCUSSION: X: @ChinaGSProject | @eric_olander | @christiangeraud Facebook: www.facebook.com/ChinaAfricaProject YouTube: www.youtube.com/@ChinaGlobalSouth Now on Bluesky! Follow CGSP at @chinagsproject.bsky.social FOLLOW CGSP IN FRENCH: www.projetafriquechine.com | @AfrikChine JOIN US ON PATREON! Become a CGSP Patreon member and get all sorts of cool stuff, including our Week in Review report, an invitation to join monthly Zoom calls with Eric & Cobus, and even an awesome new CGSP Podcast mug! www.patreon.com/chinaglobalsouth

In today's episode, we're joined by Kevin Das, Senior Consultant at New Frontier Minerals, who sit right at the crossroads of the energy transition and geopolitics, with a portfolio of heavy rare earths and copper project, including their Harts Range project in the Northern Territory, and their copper asset at their Big One project.   We're going to get Kevin's overview of the company, its assets, and why heavy rare earths matter. We discuss the company's appointment of GeoDrill Australia and what that means for their Harts Range project as they move toward their maiden drilling program.   We'll also explore the company's vision, including the path to fast-tracking copper production at Big One, also look at funding strategies across both projects, and most importantly, why investors should be paying attention now KEY TAKEAWAYS New Frontier Minerals has a portfolio focused on two key projects: the Hearts Range heavy rare earth project in the Northern Territory and the Big One copper project in Northwest Queensland Heavy rare earths like dysprosium and terbium are economically superior and strategically important The Big One copper project is considered the company's most advanced asset. New Frontier Minerals has signed a Memorandum of Understanding (MOU) with a neighbouring company, Austral Resources, to explore the possibility of toll-treating their ore at the nearby Mount Kelly processing facility The company is making progress on both projects. They have recently appointed a drilling contractor to begin their maiden drill program at the Hearts Range project BEST MOMENTS "Not all rare earths are created equal, and when you get one rare earth, you get all 15 of your rare earths." "Rare earths have become a bit of a household name." "If you're going to play copper, it's definitely one of the places to be." "If we can get one of those projects to work through a discovery or development, if not both of them, I think there's definitely going to be a rerating and a real value add for all shareholders." VALUABLE RESOURCES Mail:        ⁠rob@mining-international.org⁠ LinkedIn: ⁠https://www.linkedin.com/in/rob-tyson-3a26a68/⁠ X:              ⁠https://twitter.com/MiningRobTyson⁠  YouTube: ⁠https://www.youtube.com/c/DigDeepTheMiningPodcast⁠  Web:        ⁠http://www.mining-international.org⁠ GUEST SOCIALS  X: https://x.com/NewFrontierMin  ·  LinkedIn: https://www.linkedin.com/company/newfrontierminerals/    ·  Registered and Principal Office: 45 Ventnor Avenue, West Perth, Western Australia 6005 ·  Email: info@newfrontierminerals.com https://newfrontierminerals.com/  CONTACT METHOD ⁠rob@mining-international.org⁠ ⁠https://www.linkedin.com/in/rob-tyson-3a26a68/⁠ Podcast Description Rob Tyson is an established recruiter in the mining and quarrying sector and decided to produce the “Dig Deep” The Mining Podcast to provide valuable and informative content around the mining industry. He has a passion and desire to promote the industry and the podcast aims to offer the mining community an insight into people's experiences and careers covering any mining discipline, giving the listeners helpful advice and guidance on industry topics.  This Podcast has been brought to you by Disruptive Media. https://disruptivemedia.co.uk/

The time for slow rolling major energy projects in Canada appears to be ending. The resources sector is increasingly seen as both the low-hanging fruit of economic growth and a core component of clean technology in the future— a seeming contradiction that Ottawa is eagerly embracing. Host Amanda Lang talks to Minister of Energy and Natural Resources Tim Hodgson about attracting capital, the Major Projects Office and what success looks like.

In this episode, RJ Simpson, Premier of the Northwest Territories, joins us for a conversation about how the North can help shape Canada's economic and security future. Simpson highlights the region's wealth of critical minerals and the importance of projects like the proposed Arctic Security Corridor to unlock new opportunities. He underscores the need for climate-resilient infrastructure, local workforce training, and strong partnerships with Indigenous governments to ensure development is both sustainable and inclusive. Tune in to hear his vision for the North and what it means for the future of the country.

Headlines on today's episode include:-Developing replacement heifers vs. buying bred heifers-Letter to Burgum – Get phosphate added to critical minerals list-NCGA announces input cost task force-USDA plan addresses lack of export sales-Not much opposition to nationwide E15See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

It was a busy summer for the circular economy. In this episode, Seb brings you up to speed with some of the headlines and all in less than 10 minutes!Listen in to hear about:- The latest EU policy breakthrough: EPR for textiles- How new business models continue to gain traction across the retail sector- Why a group is advocating to scrap VAT on repairs in the UK- Why all of the news around critical minerals makes the circular economy an even more urgent solution around the world- What happened at the latest round of Global Plastics Treaty negotiations in Geneva----Explore the articles Seb mentioned in this episode:1) EPR in EU (Vogue Business)2) Wider circular economy momentum in retail (The Conversation | BBC News | Trellis3) VAT on repair (The Guardian)4) Critical minerals geopolitics (circular economy link) (BBC News | Hindustan Times  | BBC News)5) What plastics treaty talks mean for circular economy and high ambition countries and businesses (BBC News)

This week: With the global race to secure sustainable critical mineral supply chains intensifying, financing remains one of the sector's toughest hurdles. ING's Tim van Pelt talks with Innovation Forum's Ian Welsh to unpack where the gaps lie in funding critical mineral projects and how companies can navigate the challenges to unlock capital.   Plus: Innovation Forum's Emilia Colman highlights key emerging themes ahead of the Critical Minerals Innovation Forum in London this November from supply chain transparency and ESG pressures to shifting corporate strategies as demand accelerates.   Host: Ian Welsh   Click here for the recording of the recent streamlining standards webinar with ICMM and ZF Group, organised in the lead up to the Critical Minerals Innovation Forum on 5th-6th November. Join Anglo American, ICMM, Glencore, BHP, Vale Base Metals, Airbus, BASF, LG Energy Solutions, Ørsted, Standard Chartered Bank, and many more. Click here for more information on how to register, or contact emilia.colman@innovationforum.co.uk.

In the past, Africa's natural resources have often proven to be a curse, leading to exploitation, corruption, and immiseration of indigenous people. Now it finds itself at the center of another resource boom, this time around the critical minerals that will fuel the clean energy transition (lithium, copper, etc.). Will this time be different? Patrick Kipalu argues that indigenous land rights and informed community consent are not barriers to investment, but the only way to ensure stable, equitable development. We explore how African nations can leverage their resources to benefit their own people. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.volts.wtf/subscribe

The Darwin-based Tivan Limited has bought a critical minerals project in Central Australia.

As Climate Week NYC kicks off, what's momentum like for the circular economy in North America?In this episode, Pippa's joined by Danielle Holly, Executive Lead for North America at the Ellen MacArthur Foundation, to explore how circularity is moving from theory to practice across the continent — and why that matters for business leaders looking ahead.They discuss:Circular economy progress in the US, Canada, and Mexico and why it's a non-partisan issueWhy the language matters less than the on-the-ground actionSupply chain resilience, critical minerals, and business opportunityFind out more about the Ellen MacArthur Foundation's work in North America by signing up to the newsletter

The battery supply chain is one of the most complex in the world, built on critical minerals that stretch across continents and raise tough questions about accountability. But how do you bring order and transparency to something so massive? Listen in as we sit down with Frank Menchaca, Founder, Auzolan LLC, and sponsor of SAE International Battery Global Traceability Committee, to explore how a new global standard (SAE J3327) has been developed to tackle EV battery traceability, combat issues like child labor and forced labor, and comply with various government regulations. We'll also dive into the economic benefits — like cost savings and recycling — and the impact on national security, defense, and data storage. From lessons learned to practical solutions for suppliers of all sizes, this conversation uncovers what a fully transparent, circular battery economy could look like — and why automakers, regulators, and consumers should all pay attention. We'd love to hear from you. Share your comments, questions and ideas for future topics and guests to podcast@sae.org. Don't forget to take a moment to follow SAE Tomorrow Today — a podcast where we discuss emerging technology and trends in mobility with the leaders, innovators and strategists making it all happen—and give us a review on your preferred podcasting platform.   Follow SAE on LinkedIn, Instagram, Facebook, Twitter, and YouTube. Follow host Grayson Brulte on LinkedIn, Twitter, and Instagram.

Trump’s One Big Beautiful Bill Act reorients U.S. energy policy, redefining its rivalry with China and the global transition. --- Once, climate and clean energy were common ground between the United States and China, most notably in the lead-up to the 2015 Paris Agreement. In the years since, cooperation has given way to competition. China has emerged as the global leader in clean energy manufacturing, while the U.S.—under the Biden administration—moved to catch up through the Inflation Reduction Act. Now, President Trump’s One Big Beautiful Bill Act has set a very different course. The law rolls back many clean energy incentives, puts new emphasis on fossil fuels and emerging technologies like advanced nuclear and certain hydrogen sources, and sharpens trade and supply chain tensions with China through expanded tariffs and Foreign Entity of Concern restrictions. What does this shift mean for U.S.–China relations, American competitiveness, and the global energy transition? Scott Moore, director of China programs and strategic initiatives at the University of Pennsylvania, joins Energy Policy Now to unpack the stakes. A leading expert on U.S.–China relations, Moore offers perspective on how Trump’s policies could reshape the balance of power between the world’s two largest economies. Scott Moore is Practice Professor of Political Science, and Director of China Programs and Strategic Initiatives, at the University of Pennsylvania. Related Content Climate Action in the Age of Great Power Rivalry: What Geopolitics Means for the Climate https://kleinmanenergy.upenn.edu/research/publications/climate-action-in-the-age-of-great-power-rivalry-what-geopolitics-means-for-the-climate/ Mitigating Climate Change Through Green Investments https://kleinmanenergy.upenn.edu/research/publications/mitigating-climate-change-through-green-investments/ Energy Policy Now is produced by The Kleinman Center for Energy Policy at the University of Pennsylvania. For all things energy policy, visit kleinmanenergy.upenn.edu.See omnystudio.com/listener for privacy information.

Interview with Rupert Verco, CEO & Managing Director of Cobra Resources PLCOur previous interview: https://www.cruxinvestor.com/posts/cobra-resources-lsecobr-unveiling-new-ionic-rare-earth-mineral-discoveries-at-boland-prospect-3851Recording date: 27th August 2025Cobra Resources PLC (LSE:COBR) is positioning itself at the forefront of the critical minerals supply chain through its innovative dual-asset strategy targeting both heavy rare earth elements and copper. The South Australian-focused explorer has secured two complementary projects that address key supply security concerns in the global energy transition.The company's flagship Boland project represents a potentially transformative approach to rare earth extraction, targeting dysprosium and terbium through proprietary in-situ recovery (ISR) technology. Managing Director Robert Verco explains the breakthrough: "We are planning on defining a bottom quartile cost source of dysprosium and terbium through a mining process called in-situ recovery. We have fantastic metallurgy - we're getting high recoveries at a pH of five which is the equivalent of a black coffee."This innovative approach has already demonstrated exceptional results at bench scale, producing mixed rare earth carbonate containing 63% total rare earth oxides with minimal acid consumption. The company's unique ionic mineralization enables ISR processing typically associated with uranium extraction, offering significant environmental and economic advantages over conventional rare earth mining methods.Complementing its rare earth strategy, Cobra recently secured an option over the Manilla copper project, featuring historic high-grade intersections of 48 meters at 2.2% copper and 78g/t gold from just 8 meters depth. The porphyry-style system offers potential to extend existing 1.6km mineralization by over five times, with geological characteristics analogous to Australia's most profitable mine, Cadia.The company's strategic positioning addresses growing institutional demand for supply diversification from Chinese-dominated markets. With China controlling 90% of global heavy rare earth supply, Western governments and corporations are actively seeking alternative sources. Cobra's ISR technology for rare earths and near-surface copper-gold mineralization in Australia's stable regulatory environment provides exactly this opportunity.Financial strength underpins the company's development strategy, with recent gold asset divestment generating up to AUD $15 million in non-dilutive funding. This positions Cobra to advance both projects simultaneously while maintaining disciplined capital allocation through structured option agreements that reward discovery success.View Cobra Resources' company profile: https://www.cruxinvestor.com/companies/cobra-resourcesSign up for Crux Investor: https://cruxinvestor.com

In this episode, we speak to Paul Weibel, CEO of 5E Advanced Materials, the company advancing the Fort Cady boron project in California. We'll explore Paul's path into mining and the leadership lessons he's carried to the C-suite; get a clear update on Fort Cady's status and key takeaways from the recent Preliminary Feasibility Study; and dig into why boron matters, its market size, the industries driving demand, and what that means for U.S. supply. KEY TAKEAWAYS 5E Advanced Materials focuses on boron extraction from a unique culminate deposit in California, which is the only one of its kind in the U.S. The company has been mining at a pilot scale for 20 months and is preparing for commercial production. Boron is critical for various applications, including glass production, ceramics, and advanced materials like boron carbide used in armour. The market for boron is expected to grow at an average rate of 5-6% annually The company is pursuing project debt financing as a primary means to fund its operations, targeting a $285 million facility from the U.S. Export-Import Bank The U.S. boron supply chain faces challenges due to tariffs and geopolitical dynamics, which have affected pricing and availability BEST MOMENTS "Boron is the fifth element on the periodic table. It has very unique chemical properties... it basically is critical to life as we know it." "This market is growing... on a weighted average basis, that market's growing at about 8%. This diversification is a bit of an insulator to low growth." "There's a ton of upside in this market. It's an oligopoly structure... the second largest producer is not around forever. They have a very defined mine life." "We want to get that agency debt... the USGS critical mineral list is basically the main policy form that gets cheaper agency financing available." VALUABLE RESOURCES Mail:        rob@mining-international.org LinkedIn: https://www.linkedin.com/in/rob-tyson-3a26a68/ X:              https://twitter.com/MiningRobTyson YouTube: https://www.youtube.com/c/DigDeepTheMiningPodcast  Web:        http://www.mining-international.org GUEST SOCIALS  Ph # - +1 442-221-0225 Email - hello@5eadvancedmaterials.com https://x.com/5EAMaterials https://www.facebook.com/5EAdvancedMaterialsInc/ https://www.youtube.com/playlist?list=PLtaY2C7EDECuT_RRqDC-pIVcqcKO1tAQd https://www.5eadvancedmaterials.com/⁠ ⁠https://www.linkedin.com/company/5e-advanced-materials-inc CONTACT METHOD rob@mining-international.org https://www.linkedin.com/in/rob-tyson-3a26a68/ Podcast Description Rob Tyson is an established recruiter in the mining and quarrying sector and decided to produce the “Dig Deep” The Mining Podcast to provide valuable and informative content around the mining industry. He has a passion and desire to promote the industry and the podcast aims to offer the mining community an insight into people's experiences and careers covering any mining discipline, giving the listeners helpful advice and guidance on industry topics.  This Podcast has been brought to you by Disruptive Media. https://disruptivemedia.co.uk/

This week's long-form interview features Matthew Zolnowski, an expert in critical minerals and national security, Matthew delves into the evolving landscape of critical mineral supply chains and their strategic importance. Zolnowski highlights the cyclical nature of interest in these materials, noting that attention often peaks when prices skyrocket due to disruptions like export controls or environmental crackdowns, only to wane when prices are low. He meticulously traces the U.S. government's increasing involvement, particularly the Department of Defense, from initial small-scale investments to significant Defense Production Act awards, emphasizing that this is a long-term, "oil tanker" effort rather than a quick fix. A central theme in the discussion is the distinction between military and broader civilian critical mineral needs and the varying financial commitments required to secure each, alongside a critical examination of the government's role in private markets, particularly through equity investments and the controversial "Without Regard Clause" of the Defense Production Act.This episode of Mining Stock Daily is brought to you by... Revival Gold is one of the largest pure gold mine developer operating in the United States. The Company is advancing the Mercur Gold Project in Utah and mine permitting preparations and ongoing exploration at the Beartrack-Arnett Gold Project located in Idaho. Revival Gold is listed on the TSX Venture Exchange under the ticker symbol “RVG” and trades on the OTCQX Market under the ticker symbol “RVLGF”. Learn more about the company at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠revival-dash-gold.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Vizsla Silver is focused on becoming one of the world's largest single-asset silver producers through the exploration and development of the 100% owned Panuco-Copala silver-gold district in Sinaloa, Mexico. The company consolidated this historic district in 2019 and has now completed over 325,000 meters of drilling. The company has the world's largest, undeveloped high-grade silver resource. Learn more at⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠https://vizslasilvercorp.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Equinox has recently completed the business combination with Calibre Mining to create an Americas-focused diversified gold producer with a portfolio of mines in five countries, anchored by two high-profile, long-life Canadian gold mines, Greenstone and Valentine. Learn more about the business and its operations at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠equinoxgold.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Integra is a growing precious metals producer in the Great Basin of the Western United States. Integra is focused on demonstrating profitability and operational excellence at its principal operating asset, the Florida Canyon Mine, located in Nevada. In addition, Integra is committed to advancing its flagship development-stage heap leach projects: the past producing DeLamar Project located in southwestern Idaho, and the Nevada North Project located in western Nevada. Learn more about the business and their high industry standards over at integraresources.com

In this deep-dive episode, Ray Powell and Jim Carouso are joined by Matthew Zolnowski, former Special Advisor at the U.S. Department of Defense and President of Greyfriars LLC, for an expert exploration of critical minerals and rare earth elements in the context of U.S.-China strategic competition. As tensions escalate in the Indo-Pacific, they examine why these "rocks" are essential building blocks for both military weapon systems and the civilian economy.Critical Minerals vs. Rare Earths: Understanding the DifferenceMatt breaks down the distinction between critical minerals (50+ commodities spanning the periodic table from antimony to zirconium) and rare earth elements (those mysterious bottom rows of the periodic table you never had to learn). He explains China's dominant position in heavy rare earth processing, particularly for permanent magnets used in defense applications, while noting that light rare earths like cerium and lanthanum—used in petroleum refining and glass polishing—remain more accessible from domestic sources like California's Mountain Pass mine.Stockpiling, Strategy, and Supply Chain VulnerabilitiesThe discussion reveals concerning gaps in U.S. defense procurement, including how electronic components bypass normal sourcing requirements, allowing Chinese rare earth magnets into submarines through hard drives, while direct magnet purchases require allied sourcing. Zolnowski details the $2 billion stockpile expansion and explains how stockpiles "buy time" rather than widgets—bridging the gap between crisis onset and Defense Production Act responses.Industrial Policy vs. Market ForcesRay and Jim probe the tension between America's traditional free-market approach and emerging industrial policy, examining deals like the MP Materials contract with its $150 million heavy rare earth separation line and EBITDA guarantees. Matt argues this represents uncharted territory, fundamentally breaking with traditional government-industry relationships as the U.S. grapples with China's strategic dominance in processing and price manipulation.Australia, Allies, and Alternative StrategiesThe hosts explore why U.S.-Australia collaboration on critical minerals has remained limited despite Australia's "periodic table on a plate" capabilities, with Zolnowski noting regulatory barriers that only recently opened Defense Production Act eligibility to Australian companies. He advocates for commodity-specific strategies rather than broad critical minerals policies, suggesting successful models like heavy mineral sands operations that diversify beyond single-commodity dependence.

Greetings, and welcome back to the podcast. This episode we are joined by Mr. Chris Doornbos - CEO of E3 Lithium - a CVE listed Lithium company with a market cap of ~$100 million.Chris is an entrepreneur, aviator, and founder of emerging ideas and technology, with a passion for collaboration and innovation. Chris is the founder of E3 Lithium, a world-leading lithium resource and technology development company. Chris emphasizes risk management, developing and managing an exceptional technical team, and well-strategized project generation, with a clear focus on developing and capturing value for shareholders. Chris has a broad range of experience in capital raising, project execution, and M&A. Chris is a founding member of the Battery Metals Association of Canada and former Chair of the Canada ISO mirror committee for TC333 (lithium standards).Chris received his Bachelor of Science from the University of Alberta.Among other things we learned about Critical Minerals, Alberta Made Lithium & Investor Returns.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsATB Capital MarketsEPACAstro Rentals JSGSupport the show

Critical minerals have become a cornerstone of economic and geopolitical competition, essential to technologies from EVs to advanced defense systems. China's dominance in the sector reflects decades of strategic planning and global shifts in supply chains. This conversation examines how China attained its current position, the scale of its capacity, and why these minerals are so vital to national security and the energy transition. It also considers how recent global disruptions, including the war in Ukraine, COVID-19, and the U.S.-China trade war, have exposed strategic vulnerabilities in mineral supply chains. In response, the United States and its partners are seeking alternative supply chains through multilateral initiatives and emerging technologies to reduce dependence on China. As the global demand for critical minerals surges, policy choices made now will shape the future of technological leadership and economic resilience.  About the speakers

In this episode of Miningweb Weekly, Peter Major discusses the resurgence of global mining, the impact of critical minerals, and South Africa's complex investment climate. From Rio Tinto's exit plans to potash's new strategic status, Major offers sharp insights into the forces shaping the sector - and why now might be a pivotal moment for mining worldwide.

Silver Added To U.S. Critical Minerals Draft List Even though the silver price was down yesterday, there was some big news released. As silver was added by the US Geological Society to the government's critical minerals draft list. It's an indication that even the government is realizing how strategically important silver is. And to find out more about the announcement, click to watch Vince's morning recap now! - To find out more about Dolly Varden Silver go to: https://dollyvardensilver.com - To get access to Vince's research in 'Goldfix Premium' go to: https://vblgoldfix.substack.com/ - Get access to Arcadia's Daily Gold and Silver updates here: https://goldandsilverdaily.substack.com/ - To get your very own 'Silver Chopper Ben' statue go to: https://arcadiaeconomics.com/chopper-ben-landing-page/ - Join our free email list to be notified when a new video comes out: click here: https://arcadiaeconomics.com/email-signup/ - Follow Arcadia Economics on twitter at: https://x.com/ArcadiaEconomic - To get your copy of 'The Big Silver Short' (paperback or audio) go to: https://arcadiaeconomics.com/thebigsilvershort/ - Listen to Arcadia Economics on your favorite Podcast platforms: Spotify - https://open.spotify.com/show/75OH2PpgUpriBA5mYf5kyY Apple - https://podcasts.apple.com/us/podcast/arcadia-economics/id1505398976 - #silver #silverprice #gold And remember to get outside and have some fun every once in a while!:) (URL0VD) This video was sponsored by Dolly Varden Silver and Arcadia Economics does receive compensation. For our full disclaimer go to: https://arcadiaeconomics.com/disclaimer-dolly-varden-2025/Subscribe to Arcadia Economics on Soundwise

For the latest and most important news of the day | https://www.thecanadianpressnews.ca To watch daily news videos, follow us on YouTube | https://www.youtube.com/@CdnPress The Canadian Press on X (formerly Twitter) | https://twitter.com/CdnPressNews The Canadian Press on LinkedIn | https://linkedin.com/showcase/98791543

Investing in Bizarro World Episodes: https://youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME&si=w2d_EF-B5jMo1dYD Subscribe to Investing In Bizarro World: @bizarroworld Editor's Note: Last week's Private Placement Intel uranium deal (North Shore Uranium) filled quickly and is now closed. Another potential private placement is in due diligence now — one of Gerardo's personal favorite assets, with drilling starting in the next few weeks. Existing subscribers will have first access. Click here: https://bit.ly/4lwpstO to learn more about becoming a member of Private Placement Intel, or call Jimmy Mengel in Customer Experience at 844-334-4700.The free version of the 330th episode of Investing in Bizarro World is now published.Here's what was covered:Macro Musings - Gerardo and Nick return from summer family time to a market backdrop that's anything but quiet. The PPI came in at 0.9% — more than four times higher than expected — underscoring that inflation is far from “transitory.” Yet betting markets still give a 90% chance of a September rate cut, with some calling for 50 basis points. Stocks, crypto, and gold are all at or near all-time highs: gold between $3,275–$3,400 and silver consolidating between $36-$38. Copper remains range-bound after Trump's tariff flip-flop, but deficits still loom. Both expect a packed fall conference season (Beaver Creek, Denver Gold Forum) with strong M&A potential. They also dig into tariffs — slamming the economic hit to U.S. companies — and praise the administration's $1 billion push for critical minerals, uranium, and rare earth recycling.Market Takes - The conversation turns to why September and October could be the most consequential months of Gerardo's career, thanks to multiple core exploration positions drilling right now. Hannan Metals and Kingsmen Resources are both advancing key programs, with results expected before or during conference season. Nick notes GDX and GDXJ breakouts mean juniors will be rewarded for good news. They also stress that in a bull market, management teams should release standout drill results quickly rather than sitting on them.Bizarro Banter - From Ghislaine Maxwell's work release to the National Guard in D.C., the hosts rail against America's two-tier justice system — where both elites and certain protected groups get passes while the middle class shoulders the rules and costs. The discussion ranges from failed presidential policies over decades to creeping government overreach, Orwellian parallels, and the risks of trading liberty for safety. The takeaway: own assets, think independently, and don't get trapped in partisan blinders.Premium Portfolio Picks - For paid listeners only. Subscribe here: https://bit.ly/4oEnPwQ0:00 Introduction1:56 Macro Musings: Hot PPI. Rate Cut Bets. Conference Season.7:45 Market Takes: Exploration Season. Gold Stocks Breakout.22:16 Bizarro Banter: Maxwell's Work Release. Liberty & Safety.30:30 Premium Portfolio Picks: Drill Result Plays. Recent Uranium Placement. (You need to subscribe to Bizarro World Live to get this section) Subscribe here: https://bit.ly/4oEnPwQPLEASE NOTE: There are now two versions of this podcast. 1. Bizarro World Live — Pay $2 per episode to watch us record the podcast live every Thursday and get Premium Portfolio Picks every week. Plus an archive of all premium episodes. Subscribe here: https://bit.ly/4oEnPwQ2. Bizarro World Free — Published the Monday after the live recording with no Premium Portfolio Picks.Visit our website Daily Profit Cycle for more content like this and more! https://dailyprofitcycle.com/

Investing in Bizarro World Episodes: https://youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME&si=w2d_EF-B5jMo1dYD Subscribe to Investing In Bizarro World: @bizarroworld The free version of the 331st episode of Investing in Bizarro World is now published.Here's what was covered:Macro Musings - Boring is beautiful. Consolidation in markets presents buying opportunities. There doesn't seem to be a recession in the cards even as inflation ticks higher. Sam Altman speaks on AI and trillion-dollar spending. All of this is good for critical minerals. Graphene is experiencing a resurgence in interest.Market Takes - Gold and silver are bullish for the rest of the year and other minerals are presenting a buying opportunity. There isn't as much volatility as many people believe. The ins and outs of private placements.Bizarro Banter - The privileged experience selective favoritism when it comes to law enforcement. The government spends taxpayer money on LED lights and black paint. Ultimate Fighting Championship fights in the White House are going to distract from debt, immigration and inflation.Premium Portfolio Picks - For paid listeners only. Subscribe: https://bit.ly/47KR4YI0:00 Introduction1:39 Macro Musings: Boring Is Beautiful. Graphene Resurgence.19:15 Market Takes: Iron Ore Downgrade. Summer Buying Opportunities.22:16 Bizarro Banter: Israel's Pedophile. Immigration Solution. UFC in White House32:57 Premium Portfolio Picks: Drill Result Plays. Recent Uranium Placement (You need to subscribe to Bizarro World Live to get this section) Subscribe: https://bit.ly/47KR4YIPLEASE NOTE: There are now two versions of this podcast. 1. Bizarro World Live — Pay $2 per episode to watch us record the podcast live every Thursday and get Premium Portfolio Picks every week. Plus an archive of all premium episodes. Subscribe here: https://bit.ly/47KR4YI2. Bizarro World Free — Published the Monday after the live recording with no Premium Portfolio Picks.Visit our website Daily Profit Cycle for more content like this and more! https://dailyprofitcycle.com/

In this episode of Energy Newsbeat Daily Standup, break down the potential return of an oil supercycle driven by stalled energy transitions, underinvestment, and rising global demand. They highlight investor opportunities in nuclear and critical minerals, with specific companies and DOE-backed projects set to benefit. The duo then explores China's strategic oil grabs amid U.S. pressure on India and Russian peace talks. They also critique the rise of left-driven "lawfare" against energy producers, tying it to increased consumer costs. Finally, they analyze Gavin Newsom's surprising pivot toward Big Oil as a possible prelude to a presidential run, noting skepticism around the sincerity and impact of his policy shift.Subscribe to Our Substack For Daily InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro00:12 - Energy Transition Stalls as Oil Super-Cycle Risks Return02:54 -What Should Investors Look for in Nuclear and Critical Minerals for the Balance of 2025?05:38 - China Takes Advantage of Russian Peace Talks Amid U.S. Pressure on India08:32 - How effective is the lawfare of the left against energy, and how much does it cost consumers?10:43 - Gavin Newsom Warms to Big Oil in Climate Reversal - But Can You Trust Him?16:10 - Markets Update18:57 - OutroLinks to articles discussed:Energy Transition Stalls as Oil Super-Cycle Risks ReturnWhat Should Investors Look for in Nuclear and Critical Minerals for the Balance of 2025?China Takes Advantage of Russian Peace Talks Amid U.S. Pressure on IndiaHow effective is the lawfare of the left against energy, and how much does it cost consumers?Gavin Newsom Warms to Big Oil in Climate Reversal - But Can You Trust Him?

In this exclusive video roundtable with management, we have 4 officers of Stillwater Critical Minerals (TSX.V: PGE – OTCQB: PGEZF), review the evolving geological understanding, key exploration initiatives, and value proposition at the Stillwater West Ni-PGE-Cu-Co + Au project in Montana. Michael Rowley, President & CEO, Dr. Danie Grobler, Vice President of Exploration, Albie Brits, Senior Geologist, and Justin Modroo, Project Geophysicist, all provide different layers of input to this roundtable discussion.   Mike outlines that their Stillwater West Project is a very large polymetallic resource with a substantial copper inventory and the largest nickel project in an active U.S. mining district, in addition to palladium, platinum, rhodium, chromium, cobalt, and gold; plus as yet unquantified amounts of ruthenium and iridium. Overall, Stillwater West is uniquely positioned to become a primary source of nine commodities now listed as critical, given their location immediately adjacent to Sibanye-Stillwater's operating mine complex in Montana.   Albie shares an overview of the structural controls of the geological environment that hosts the mineralization, and why their exploration initiatives will have high-confidence through this understanding of the parameters and character of the mineralized trend.  This understanding ties into the approach taken to exploring and understanding it as a Bushveld analog, and how their five “Platreef-style” (or contact-type) Ni-Cu-Co-PGE+Au deposits may tie together in a larger sense.   Danie then gets into the different data sets being utilized for the testing of multiple large-scale magmatic sulphide targets generated from a property-wide MobileMTm magneto-telluric (“MMT”) geophysical survey that were completed in late 2024. Data from the 2024 MMT survey was processed and incorporated into the Company's 3D geological model of the lower Stillwater Igneous Complex to prioritize targets with a focus on expanding current mid-grade and high-grade mineral resources.  He also shares how there are several mineralized events in the sulphides bringing in pockets of higher-grade polymetallic zones within the overall bulk tonnage type of deposit.   Justin highlights the deeper holes (over 2,000 feet deep) being drilled at the both Iron Mountain and Chrome Mountain in this year's program, and how the exploration team will be utilizing downhole borehole EM to look for the footwall basal sulphide mineralization and look for off-hole anomalies that may become future targets for follow-up drilling.   1,500 meters and 4 holed have been drilled thus far in this year's program, where there are thousand of meters of drilling planned focused on those higher-grade targets.  After drill is completed, there will be an update to the resources that will include both 2023's drilling and 2025's drilling. Then this updated resource will be combined with other #development studies to move towards a Preliminary Economic Assessment in 2026.     If you have any questions for the team at Stillwater Critical Minerals, then please email them into me at  Shad@kereport.com.   Click here to follow the latest news from Stillwater Critical Minerals

Today, we discuss three critical minerals to illustrate, and challenge or reinforce the common narratives out there, the intractable problems those supply chains face - even with projected soaring future demand. And consequently, the influence these elements have on geopolitics and economics. Influence that is only growing. We're taking Yttrium, ,Rhenium and Graphite and each one tells a different story about our modern economy about the critical mineral supply chain and pricing and some of that challenges that poses to governments, companies and us as individuals. To tell those stories we are rejoined by Ellie Saklatvala, Head of Metals Pricing at the Independent Price Reporting Agency, Argus. 

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 in the US has ended, it was never to going to save the environment, now the rest of the world will follow. Newsom folds on oil, the rest of the country is moving in a different direction which means the people of Ca would see the difference in fuel prices. Trump is about to unleash energy, energy is the key for a strong economy. The [DS] is now panicking over Ukraine, Trump has called the EU installed leaders and installed Zelensky to the WH. Zelensky and EU are in a weak position, peace is coming, strings will be cut and the war machine will be dismantled, think NATO. [HRC][JB][JC] send message to their sleepers. They are preparing to stop Trump, this will fail just like everything else. The stage must be set to bring down the entire corrupt system.   Economy https://twitter.com/Resist_CBDC/status/1957275215538651605 (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"); Gavin Newsom Flip-Flops on Oil: Wants More Production to Avoid $8/Gal Prices California Gov. Gavin Newsom (D) has done a flip-flop on oil production, with the state facing steep gas price hikes, and is now trying to work with the fossil fuel industry to produce more fuel rather than stopping it. The abrupt shift is a dramatic one for a governor who has attacked the fossil fuel industry throughout his six-plus years in office, and who has to appease climate change activists in his state and the Democratic Party. The main reason for Newsom's about-face is the prospect of rising gas prices, thanks to taxes (backed by Newsom), rising environmental fuel standards (backed by Newsom), and the departure of oil refineries. Some experts have predicted prices could rise as high as $8 or $9 per gallon, making the nation's costliest gas market even pricier, and hurting the middle class — just as Newsom is trying to boost his national profile. CalMatters.org reports:   Source: breitbart.com https://twitter.com/KobeissiLetter/status/1957179208343400777   have declined by ~40% over the last month. This comes despite the ongoing US-China tariff truce, which was extended for another 90 days on Tuesday. In reality, average US tariff rates on Chinese goods still stand at ~55%, according to Bloomberg. US-China trade is slowing. President Trump's Executive Order on Unleashing American Energy: US Department of Energy Crucial in National Defense  the DOE announced nearly $1 billion in funding opportunities to strengthen the United States' critical minerals and materials supply chains. Launched under President Trump's Executive Order on Unleashing American Energy, the initiative aims to reduce dependence on foreign suppliers by boosting domestic mining, processing, and manufacturing. Energy Secretary Chris Wright emphasized that reshoring critical material production is essential for national security, energy independence, and industrial competitiveness, noting that “for too long, the United States has relied on foreign actors to supply and process the critical materials that are essential to modern life and our national security.” The funding will be spread across several strategic initiatives. A $50 million Critical Minerals and Materials Accelerato...

In this briefing, a snippet from the recent critical minerals webinar with World Resources Institute (WRI), Harmony Gold Mining Company, The Weir Group and Eramet. Reza Rahmaditio, critical minerals project lead at WRI Indonesia, outlines the biggest challenges in decarbonising nickel and other minerals. He discusses energy intensity, remote locations and market pressures – and how companies are beginning to respond with efficiency, new technologies and green premiums. Host: Diana Kim To continue the conversation and dive deeper, join us for the Critical Minerals Innovation Forum, taking place in London on 5th-6th November This two-day business conference connects the full critical mineral value chain from mining, processing and refining to automotive, electronics and renewables. Industry leaders and experts will further explore these vital themes and drive forward the transition to a low-carbon minerals sector. Click here for information on how to get involved.

Vikram Handa is Managing Director of Epsilon Advanced Materials, a leading global manufacturer of sustainable and high-quality Anode & Cathode battery materials for EV and ESS.  Vikram joined the podcast as part of our Critical Minerals Series to break down the supply & demand dynamics of Graphite around the globe. **Disclaimer: This podcast is meant for informational purposes only and does not constitute investment advice.A big thanks to our 3 Minerals & Royalties Podcast Sponsors:--Tracts: If you are interested in learning more about Tracts title related services and software, then please call 281-892-2096 or visit https://tracts.co/ to learn more.--Riverbend Energy Group: If you are interested in discussing the sale of your Minerals and/or NonOp interests w/ Riverbend, then please visit www.riverbendenergygroup.com for more information--Farmers National Company: For more information on Farmer's land management services, please visit www.fncenergy.com or email energy@farmersnational.com

Interview with Clinton Booth, Managing Director of Green Critical Minerals Ltd.Recording date: 29th July 2025Green Critical Minerals (GCM) has executed a strategic transformation from traditional mineral exploration to advanced technology manufacturing, positioning itself at the forefront of the rapidly expanding thermal management market. Under Managing Director Clinton Booth's leadership, the company has acquired Very High Density (VHD) graphite technology that addresses a critical challenge in modern computing: efficiently cooling increasingly powerful microchips in data centers and high-performance computing applications.The technology represents a significant breakthrough in thermal management. VHD graphite can handle 300W of power demand compared to just 200W for traditional copper and aluminum heat sinks of identical design when operating at 70 degrees—a 50% performance improvement. This enhanced capability directly translates to reduced cooling costs, lower electricity consumption, and decreased water usage for data center operators, who typically spend 30-40% of their operating costs on cooling systems.GCM's market opportunity is substantial and growing rapidly. The heat sink market for data centers alone was valued at $17 billion in 2023, while Nvidia's chip sales to the data center sector exploded from approximately $4 billion in 2023 to over $40 billion in 2024, demonstrating the explosive growth driving demand for advanced thermal solutions.The company has developed a dual-channel go-to-market strategy targeting immediate revenue through online retailers and industrial suppliers, followed by high-volume contracts with data center and semiconductor customers. GCM's modular manufacturing approach requires only $500,000 per production module and can scale capacity 6-8 times within 3-6 months, targeting 40% gross margins.Following a $7 million capital raise in June 2025 anchored by Terra Capital, GCM is well-positioned to capitalize on the intersection of AI growth and energy efficiency demands. The company targets first revenue in the first half of 2026, with strategic partnerships including GreenSquareDC providing real-world validation opportunities in the sustainability-focused data center market.View Green Critical Minerals' company profile: https://www.cruxinvestor.com/companies/green-critical-mineralsSign up for Crux Investor: https://cruxinvestor.com

Are Coal and clean energy still at odds??It might sound like a contradiction, but today's guest is proving that innovation often comes from the most unexpected places - in this case, Coal Mines.Listen in as Nico sits down with Mark LaVerghetta, co-founder of ReElement Technologies, a company turning the coal industry on its head by extracting critical minerals from coal's waste stream — and doing it cleaner and cheaper than China. Born from a contrarian bet on distressed coal assets, ReElement is now on the frontlines of the U.S. effort to onshore mineral refining and reduce our dependence on geopolitically fragile supply chains.We were all skeptical about this episode. “Should we bring on a coal industry executive? Is this really a clean energy technology, or just greenwashing?” Nico was very intentional about learning as much as possible to guide the discussion, and as a result our Producer said “This Is The Most Interesting Episode of the Year!” Mark reveals how his team transformed environmental liabilities into valuable resources, using patented tech to separate rare earth metals with unprecedented efficiency—and far less environmental harm.Expect to learn:

Day 1,259.Today, as President Trump's deadline fast approaches, we discuss renewed bombardments in Kharkiv and elsewhere, before looking at the media landscape in the United States and considering the vital role of international volunteers in the war effort. Plus, we hear Adelie's latest dispatch from her trip to Ukraine.Contributors:Francis Dearnley (Executive Editor for Audio). @FrancisDearnley on X.Dominic Nicholls (Associate Editor of Defence). @DomNicholls on X.Adélie Pojzman-Pontay (Reporter and Producer). @adeliepjz on X.Content Referenced:Ukraine flags Indian-made parts in drones used by Russian forces (Hindustan Times):https://www.hindustantimes.com/india-news/ukraine-flags-indian-made-parts-in-drones-used-by-russian-forces-101754335825281.html Tortured Ukrainian POW branded with ‘Glory to Russia' vows to return to battle after recovery: ‘Thirst for revenge' (New York Post):https://nypost.com/2025/08/04/world-news/tortured-ukrainian-pow-branded-with-glory-to-russia-vows-to-return-to-battle The Hidden War Over Ukraine's Lost Children (TIME):https://time.com/7302345/ukraine-lost-children-russia-war/ 20 Russian properties in Vienna could be auctioned off, with proceeds going to Ukraine (Der Standard):https://www.derstandard.at/story/3000000282204/20-russische-immobilien-in-wien-koennten-zwangsversteigert-werden-erloes-wuerde-an-ukraine-gehen China Is Choking Supply of Critical Minerals to Western Defense Companies (Wall Street Journal):https://www.wsj.com/world/asia/china-western-defense-industry-critical-minerals-3971ec51 NATO Should Not Replace Traditional Firepower with ‘Drones' (RUSI): https://www.rusi.org/explore-our-research/publications/rusi-defence-systems/nato-should-not-replace-traditional-firepower-drones SIGN UP TO THE NEW ‘UKRAINE: THE LATEST' WEEKLY NEWSLETTER:https://secure.telegraph.co.uk/customer/secure/newsletter/ukraine/ Each week, Dom Nicholls and Francis Dearnley answer your questions, provide recommended reading, and give exclusive analysis and behind-the-scenes insights – plus maps of the frontlines and diagrams of weapons to complement our daily reporting. It's free for everyone, including non-subscribers.Subscribe: telegraph.co.uk/ukrainethelatestEmail: ukrainepod@telegraph.co.uk Hosted on Acast. See acast.com/privacy for more information.

In this episode we're bringing together two top-of-mind topics: the scramble for critical minerals, and how circular economy strategies can help us secure and stabilise their supply. Humans have been mining metals and minerals for thousands of years. Today, critical minerals like lithium, cobalt, nickel, copper, and rare earth elements are essential for not only renewable energy products like wind turbines and EV batteries but the infrastructure and systems needed to power them. As part of our Circling Back series, over the next five weeks, we're revisiting some key conversations from our archive that feel especially relevant right now. Join us in Episode 189 to hear:From Ke Wang at the World Resources Institute about why the circular economy is central in the energy transitionHow economics and competitiveness are driving that transition, and examples of where that is already happening in practiceAs the rollout of renewable energy scales at pace, e-waste continues to increase, and the first generation of EV batteries and wind turbines start to reach the end of their lives, we have a window of opportunity to build a better system, based on the principles of a circular economy.Find out more about the Ellen MacArthur Foundation's work on Critical MineralsThis conversation originally featured in episode 174: Material security in a circular economy, published in April 2025.If you enjoyed this episode, please leave us a review on Apple Podcasts or a comment on Spotify or YouTube. Your support helps us to spread the word about the circular economy.

A.M. Edition for Aug 4. China has gained leverage over the U.S. military supply chains by choking off the exports of critical minerals to Western defense companies. The WSJ's Jon Emont explains how these restrictions from China will have significant consequences for the U.S. military. Plus, the Trump administration defends the president's decision to fire the head of the Bureau of Labor Statistics, following Friday's weaker-than-expected jobs numbers. And, dozens of Texas House Democrats flee the state in a bid to block Republican plans to redraw the state's congressional map. Azhar Sukri hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

MRKT Matrix - Monday, August 4th Dow rallies 500 points, clawing back all of Friday's weak jobs report rout (CNBC) Analysts Increasing EPS Estimates Slightly for S&P 500 Companies for Q3 (FactSet) Trump to Name New Fed Governor, Jobs Data Head in Coming Days (Bloomberg) American Consumers Are Getting Thrifty Again (WSJ) Cash Windfall From Trump's Tax Law Is Starting to Show Up at Big Companies (WSJ) China Is Choking Supply of Critical Minerals to Western Defense Companies (WSJ) Why Big Tech's Cloud Shift Threatens Microsoft and Google's Margins (The Information) Tesla Approves $30 Billion Stock Award for CEO Elon Musk (Bloomberg) -- Subscribe to our newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://riskreversalmedia.beehiiv.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs

In this Mission Matters episode, Adam Torres interviews Peter Bryant, Board Chair of Clareo, Key Minerals Forum, and The Development Partner Institute, on the urgent need for smarter mineral strategies. From U.S. energy goals to indigenous partnerships, Peter outlines the challenges and solutions needed to drive sustainable global growth. This interview is part of the Milken Global Conference coverage by Mission Matters. Big thanks to the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Milken Institute⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ for inviting us to cover the conference. Follow Adam on Instagram at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/askadamtorres/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://missionmatters.lpages.co/podcastguest/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Visit our website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://missionmatters.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠More FREE content from Mission Matters here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://linktr.ee/missionmattersmedia⁠ Learn more about your ad choices. Visit podcastchoices.com/adchoices

In this Mission Matters episode, ⁠Adam Torres⁠ interviews ⁠Peter Bryant⁠, Board Chair of Clareo, Key Minerals Forum, and The Development Partner Institute, on the urgent need for smarter mineral strategies. From U.S. energy goals to indigenous partnerships, Peter outlines the challenges and solutions needed to drive sustainable global growth. This interview is part of the Milken Global Conference coverage by Mission Matters. Big thanks to the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Milken Institute⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ for inviting us to cover the conference. Follow Adam on Instagram at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/askadamtorres/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://missionmatters.lpages.co/podcastguest/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Visit our website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://missionmatters.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠More FREE content from Mission Matters here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://linktr.ee/missionmattersmedia⁠⁠ Learn more about your ad choices. Visit podcastchoices.com/adchoices

China's President Xi Jinping calls for mutual trust and stronger communication with the EU as he welcomes the Commission president Ursula von der Leyen to Beijing. The leaders have discussed trade imbalances, tariffs and critical minerals among other issues.Meanwhile the European Investment Bank starts its Boost Africa initiative in an effort to unlock venture capital support for entrepreneurship across the continent. Plus Andrew Peach hears how the toy industry is responding to higher costs because of US tariffs.You can contact us on WhatsApp or send us a voicenote: +44 330 678 3033.

It can take more than 15 years to permit and build a new mine in the United States - yet nearly every modern technology we rely on, from smartphones to fighter jets to AI data centers, depends on a steady supply of critical minerals.In this episode, Erik Torenberg is joined in the studio by Turner Caldwell, founder of Mariana Minerals, along with American Dynamism general partner Erin Price-Wright and partner Ryan McEntush.Turner spent nearly a decade at Tesla, working his way upstream from factory design to battery materials and mining. Now, he's building a new kind of mining and refining company - vertically integrated and software-first- designed to meet the demands of our industrial future.We get into why the industry is so broken, what it actually takes to turn rocks into usable materials, and how the U.S. can rebuild its capacity to mine, refine, and manufacture the things that matter most. Timecodes: 00:00 Introduction to Critical Minerals00:45 The Importance of Mining in Modern Technology00:58 Meet Turner Caldwell and Marianna Minerals03:02 The Mining and Refining Process05:10 Challenges in the Mining Industry07:11 Turner's Journey from Tesla to Marianna15:31 The Role of AI and ML in Mining22:00 Geopolitical and Talent Pool Dynamics23:46 Challenges in Junior Mining Exploration25:30 Mariana's Product and Approach25:47 Leveraging Technology in Mining and Construction28:29 Optimizing Refining Processes with AI37:31 The Importance of Critical Minerals41:18 Permitting and Regulatory Challenges46:08 Future Strategies and International Expansion46:53 Conclusion and Future Outlook Resources: Find Turner on X :https://x.com/tbc415Find Erin on X: https://x.com/espricewrightFind Ryan on X: https://x.com/rmcentush Stay Updated: Let us know what you think: https://ratethispodcast.com/a16zFind a16z on Twitter: https://twitter.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zSubscribe on your favorite podcast app: https://a16z.simplecast.com/Follow our host: https://x.com/eriktorenbergPlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

Today, we investigate the intersection of the energy transition, critical minerals and defense. As with commodities, warfare is also going through rapid and profound change, with the electrification of defense over the last 20 year. Batteries proliferate the battlefield and the energy transition is impacting national security. We are seeing the shift from capital assets to small, cheap weapons such as drones that can have profound impacts. This poses a particular problem for the US, where energy dominance has been based in hydrocarbons along with their warfare fighting capabilities. Now in an electrified battlefront, supply chains that support them sit in China, threatening the West's defence capabilities. Our guest is Joe Bryan, principal at Muswell Orange, a boutique consulting firm, focused on energy and particularly its intersection with national security. Before his return to the private sector, Joe was a senior advisor to the Secretary of Defense and was the Department sector, of Defense Chief Sustainability Officer. He previously served as Deputy Assistant Secretary for the Navy for Energy, where he was responsible for policies relating to the Department's installation and operational energy programs. Earlier in his career, Joe led investigations for the Senate Armed Services Committee and served on both Senate's Select Committee on Intelligence and the Permanent Subcommittee on Investigations. He has consulted on energy policy around the world and began his Investigations. He has consulted on energy policy around the world and began his career working on electricity restructuring and state level policies to encourage growth of clean energy markets.

The Trump administration has made American reindustrialization a top priority, but to do that, the US is going to need access to an abundance of metals like copper, manganese and nickel. The challenge then is to find a way to source these materials that doesn't rely on Chinese supply chains, and won't lead to serious environmental harm.Gerard Barron is the co-founder, CEO and chairman of The Metals Company, which trades on the Nasdaq under the symbol TMC. The Metals Company mission is to harvest and process metal-containing nodules from the sea floor, providing a clean and abundant source of raw materials for an array of critical industries, like steelmaking and EV production. Gerard walks us through the evolution of TMC, their groundbreaking tech, and some recent regulatory breakthroughs that have brought them closer to achieving their goals than ever before.

In Episode 509 of District of Conservation, Gabriella discusses two topics: the U.S. effort to boost critical minerals production and processing + the Rigs-to-Reef program converting decommissioned oil rigs into fish habitat. Tune in to learn more!SHOW NOTESImmediate Measures to Increase American Mineral ProductionTwo New U.S. Mining Projects Could Cut Our Dependence on ChinaRigs to Reef ProgramWatch "Steel to Sanctuary"

How the investing landscape is being reshaped by the global race for critical minerals.Topics covered in this conversation between FEG's Greg Dowling and private equity firm Kinterra Capital's co-founders, Cheryl Brandon and Kamal Toor include:How mining and mineral processing workWhat are critical minerals, what is driving the demand for them, and will it continueHow the rise of passive management has led to underinvestment in miningHow to reconcile care for the environment and the need to mine critical mineralsWhat are the attributes that contribute to successful private capital investmentsWhy querying ChatGPT is insufficient to get up to speed on an investing topic, and what to do instead.Episode SponsorsDelete Me – Use code David20 to get 20% offInsiders Guide Email NewsletterGet our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletterOur Premium ProductsAsset CampMoney for the Rest of Us PlusShow NotesFEG Insight Bridge episode page with transcriptKinterra CapitalRelated Episodes526: The Future of Power: Energy at a Crossroads with Scott Harland384: Has a Commodities Bull Market Supercycle Started? If So, How Do You Invest in It?See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

From the BBC World Service: Australia, India, Japan, and the U.S. have launched a new push to secure supplies of critical minerals, especially the "rare earths" used in many tech products. Pride events in both the U.S. and the United Kingdom have been hit by falling corporate sponsorship. What effect will this have on events? Plus, the Australian airline Qantas says it's investigating a data breach, although it insists flights won't be impacted.

From the BBC World Service: Australia, India, Japan, and the U.S. have launched a new push to secure supplies of critical minerals, especially the "rare earths" used in many tech products. Pride events in both the U.S. and the United Kingdom have been hit by falling corporate sponsorship. What effect will this have on events? Plus, the Australian airline Qantas says it's investigating a data breach, although it insists flights won't be impacted.