Podcasts about critical minerals

In the inaugural Family Office Roundtable at VC10X, host Prashant sits down with Ronald Diamond, Founder & Chairman of Diamond Wealth, and Wendy Craft, CEO of Elle Family Office, for a candid conversation on what's really happening inside family offices today.From AI tools that are already replacing analysts, to the private equity liquidity crisis, to the $124 trillion wealth transfer heading to the next generation.⭐ Sponsored by Podcast10x - Podcasting agency for VCs - https://podcast10x.comWhat we cover:- How AI is transforming deal flow, due diligence & the analyst role- Where family offices are allocating right now — and what's broken in private equity- Why after-tax returns are the only number that matters- The rise of ETFs and tax-loss harvesting as game changers for families- SFO vs. MFO — and why 85-90% of family offices shouldn't exist- Next gen wealth transfer & why most families are failing at it- The role of family office capital in solving real-world problemsTimestamps:(00:00) - Introduction: The Future of Family Offices(01:26) - Welcoming Guests: Ronald Diamond & Wendy Craft(02:18) - The Role of AI in Family Offices(03:40) - A Cautious Approach to AI Investment(04:52) - How AI is Disrupting Due Diligence(07:43) - Replacing Analysts with AI to Cut Costs(09:42) - AI Efficiency vs. The Need for Human Oversight(11:17) - Case Study: How Large Families Use AI for Efficiency(13:12) - Can AI Handle Proactive Deal Sourcing?(14:16) - The Importance of Human Networks in Deal Flow(15:58) - Portfolio Construction: Public vs. Private Markets(17:52) - The Problem with Private Equity's Long Lock-up Periods(19:57) - Contrasting Private Equity with the Family Office Model(22:30) - The Tax Angle: Liquidity vs. Long-Term Investment(24:10) - The Growing Focus on After-Tax Returns(27:00) - The Emergence of ETFs for Tax Efficiency(29:13) - Venture Capital Investing Styles for Family Offices(31:28) - Why Inexperienced Family Offices Should Outsource VC(34:26) - The Rise of OCIOs for Next-Generation Wealth Management(35:54) - The Future: Outsourcing to MFOs and OCIOs(38:22) - MFOs vs. OCIOs: What's the Difference?(41:28) - Educating and Including the Next Generation(44:20) - How the Next Generation's Investment Interests Differ(45:00) - The Philanthropic Potential of Family Offices(48:01) - Youth's Belief in AI to Solve Societal Issues(49:23) - The Negative Impact of Technology on Mental Health(54:55) - Portfolio Hedges: Gold, Silver, and Bitcoin(56:31) - The Evolution of Cryptocurrency as an Asset Class(58:13) - Skepticism and Risks in the Crypto Market(01:02:43) - Interest in Gold, Silver, and Critical Minerals(01:03:23) - Parting Advice for Family Offices(01:03:54) - Ron's Advice: Run it Like a Business or Outsource(01:04:56) - Wendy's Advice: The Efficiency of MFOs for Most Families--Guests:

When one of the world's largest antimony mines went offline, the world didn't just lose a mineral source—it exposed a geopolitical fault line. China, which controlled the mine and most of the global supply, began restricting exports as reserves tightened. Suddenly, the materials behind ammunition, advanced optics, semiconductor manufacturing, and even renewable energy systems were in question. A mineral most people had never heard of became a pressure point for national security and global industry.On this episode of The Reboot Chronicles we sit down with someone at the center of the solution: Gary C. Evans of U.S. Antimony. We explore how antimony became a strategic flashpoint, why the U.S. is racing to rebuild domestic capacity, and how Evans is steering the company into a pivotal leadership role in the critical-minerals landscape.

First Phosphate Corp. CEO John Passalacqua joined Steve Darling from Proactive to welcome the amendment to the 2025 Canadian federal budget that adds phosphate to the country's official list of critical minerals essential for clean technology. With phosphate now formally recognized as a critical mineral, exploration and downstream processing projects will qualify for key federal incentive programs, including the Critical Mineral Exploration Tax Credit (CMETC) and the Clean Technology Manufacturing Investment Tax Credit (CTM). Passalacqua explained that the CMETC will support the company's capital-raising efforts aimed at advancing exploration and development of its mineral properties in the Saguenay–Lac-Saint-Jean region of Quebec. The funding is expected to further delineate and develop what the company describes as a district-scale phosphate zone. The Clean Technology Manufacturing Investment Tax Credit is expected to assist in building infrastructure tied to mining operations as well as downstream processing initiatives. These include the company's planned phosphoric acid plant and its proposed lithium iron phosphate (LFP) cathode active material facility. First Phosphate recently produced commercial-grade LFP 18650 battery cells using North American-sourced critical minerals. The high-purity phosphoric acid used in the cells was derived from rare igneous anorthosite rock extracted from the company's Bégin-Lamarche property, underscoring its vertically integrated strategy. Management believes the federal recognition of phosphate as a critical mineral strengthens the company's position within Canada's clean technology supply chain and supports its long-term vision of establishing a fully integrated North American LFP battery materials platform. #proactiveinvestors #firstphosphatecorp #cse #phos #otcqx #frspf #frspf #phosphate #CriticalMinerals #CanadaBudget2025 #CleanTechnology #CMETC #InvestmentTaxCredit #SaguenayLacSaintJean #QuebecMining #LFP #LithiumIronPhosphate #BatteryMaterials #EnergyTransition #NorthAmericanSupplyChain #PhosphoricAcid #Anorthosite #VerticalIntegration #CleanEnergyManufacturing #EVSupplyChain #MineralDevelopment

A veritable gold rush appears to be opening up, not in the dusty hills of California but in the deep seabeds of the Pacific Ocean that’s being driven by an insatiable global demand of critical minerals that power our electric cars, smartphones, computer chips and more. While manganese, nickel, cobalt and other critical minerals are currently being mined on land, they could also be extracted by mining seabeds in locations like Gulf of Alaska seamounts or near the U.S. territories of American Samoa and the Mariana Islands.    Last April, President Trump issued an executive order directing federal agencies to fast-track the review and issuing of exploration licenses and commercial recovery permits for seabed minerals.   The Metals Company, based in Canada, has applied for an exploration license and commercial recovery permit in the Clarion-Clipperton Zone, a massive band of the Pacific Ocean stretching between Hawai’i and Mexico that is thought to be rich in deposits of critical minerals. Last May, the Bureau of Ocean Energy Management approved a request from California-based Impossible Metals to begin a leasing process to explore for deep-sea minerals off the coast of American Samoa.  Despite these companies’ claims that deep-sea mining is a more ethical and environmental alternative to terrestrial mining, it is rife with uncertainty and poses grave risks to the health and biodiversity of the deep ocean, according to Astrid Leitner, an oceanographer and assistant professor in the College of Earth, Ocean and Atmospheric Sciences at Oregon State University. She joins us to share more details, including the research she has done on deep sea ecosystems in areas the Trump administration is now interested in opening up to mining.

This interview is disseminated on behalf of Deep Sea Minerals. As the global critical minerals race intensifies, U.S. policy has increasingly framed mineral independence as a matter of national security, and Deep Sea Minerals (CSE: SEAS | OTCQB: DSEAF) is positioning itself at the forefront of this emerging sector.In this interview, CEO James Deckelman discusses his company's strategic opportunities and the strategic importance of manganese, cobalt, copper, and rare earth elements for defense, electrification, and AI-driven infrastructure, as well as how evolving U.S. policy is reshaping the sector.Learn more about Deep Sea Minerals: https://deepseamineralscorp.com/Watch the full YouTube interview here: https://youtu.be/UBaBr347SE0?si=_qFcHtRGW4k0L_f4And follow us to stay updated: https://www.youtube.com/GlobalOneMedia

Today my guest is Pranay Kotasthane who is the deputy director of the Takshashila Institution and chairs the High Tech Geopolitics Programme.  Pranay co-writes Anticipating the Unintended, a newsletter on public policy ideas and frameworks, and co-hosts Puliyabaazi, a popular Hindi-Urdu podcast on politics, policy, and technology. He is the co-author of - Missing in Action: Why Should You Care About Public Policy, When the Chips are Down, and the graphic nonfiction narrative We, the Citizens.   We spoke about rare earths and critical minerals, China's dominance, the gap between India's ambitions and opportunities, the potential for recycling, and much and more. Recorded February 2nd, 2026. Read a full transcript enhanced with helpful links. Learn more about The 1991 Fellowship. Connect with Ideas of India Follow us on X Follow Shruti on X Follow Pranay on X Click here for the latest Ideas of India episodes sent straight to your inbox. Timestamps (00:00:00) - 1991 Fellowship (00:01:11) - Intro (00:02:59) - Rare Earths versus Critical Minerals (00:10:15) - Why Are Rare Earths and Critical Minerals So Important Now? (00:29:29) - Geopolitical Uncertainty (00:33:14) - China's Process Advantage (00:44:10) - Industrial Policy (00:48:10) - India's Critical Elements Mission (00:53:00) - Auctions (00:56:53) - India's Position in the Value Chain (01:04:36) - Recycling (01:34:04) - Law of One Price (01:41:28) - Pakistan and Rare Earth Reserves (01:46:26) - Outro

There is global demand for critical minerals, and those can be found right here on the island. This week, we hear about two proposals to mine critical minerals, including one that uses a process called “re-mining”. This is where gold and copper would be extracted from the waste piles of an old mine at the same time as hazardous materials are removed. That's at the old Mount Sicker site in the Cowichan Valley. Plus, we'll hear about the proposed Northisle copper and gold mine near Port Hardy.

Canada has changed tack on its climate efforts from a price on carbon and a philosophical view that fossil fuels might be phased out to a more pragmatic policy that embraces energy development while still aiming to meet climate targets. It's a tricky line to walk at any time, but especially while the economy faces a generational upheaval. Host Amanda Lang talks to Minister of Environment and Climate Change Julie Dabrusin about industrial carbon pricing, pushing EVs and building out national urban parks.

New Frontier Minerals Senior Consultant Kevin Das joined Steve Darling from Proactive's OTC studio in New York City to provide an update on the company's growing copper and heavy rare earth strategy, highlighting expanding exposure to the U.S. critical minerals market. Das explained that New Frontier Minerals, listed on the Australian Stock Exchange, London Stock Exchange, and recently on the OTCQB, is focused on a dual approach: advancing copper projects in northwest Queensland while also developing heavy rare earth assets. In Queensland, the company is progressing a copper project that already hosts a mineral resource of 2.1 million tonnes at 1.1% copper, representing just under 22,000 tonnes of contained copper metal. Das highlighted a recently announced broader exploration target for the Northwest Queensland Copper Project, ranging from 12 million to 57 million tonnes at grades of 0.3% to 1.5% copper, supported by 14 prospective targets across the project area. Drilling plans and budgets are under review to expand and underpin the existing resource at the Big One Deposit. In addition to copper, New Frontier is advancing heavy rare earth exploration, having secured an option on a carbonatite rare earth property in Quebec. Das emphasized the company's strategic rationale for listing on the OTCQB, noting strong U.S. demand for critical minerals and positioning New Frontier to provide the right commodities to meet that need. Management believes the combined copper and rare earth strategy, coupled with expanded U.S. market access, enhances the company's global critical minerals footprint and supports long-term growth in both supply and investor visibility. #proactiveinvestors #newfrontierminerals #asx #nfm #otcqb #nfmxf #CriticalMinerals #CopperExploration #RareEarths #ASX #OTCQB #MiningStocks #NorthwestQueensland #CopperProject #ResourceDevelopment #USMarkets #EnergyTransition #MineralExploration

Critical minerals are in just about every device you can think of, and there's a global race underway to find and finance the production of these materials because they're in short supply. This week, we hear how Earth AI uses predictive algorithms to find new deposits and how TechMet's capital and partnerships carry those opportunities through to production and market impact.We Meet: Roman Teslyuk is the CEO/CTO of EARTH AI              Brian Menell is the CEO of TechMet Credits:This episode of SHIFT was produced by Jennifer Strong with help from Emma Cillekens. It was mixed by Garret Lang, with original music from him and Jacob Gorski. Art by Meg Marco.

Mahesh Konduru, CEO of Momentum Technologies, joined “The Green Insider” to discuss critical minerals and their impact on the economy and various industries. With 25 years of experience, Mahesh shared his background in chemical engineering and his focus on commercializing technologies in the material science space. He emphasized the growing importance of critical minerals, especially in light of recent news about their use and the situation in Ukraine. Highlights from episode 317 are: Momentum Technologies focuses on developing solutions to recover and process critical minerals domestically in the U.S., reducing reliance on foreign supply chains, particularly China. Critical minerals are essential for consumer electronics, medical technology, mobility, and defense applications. The company processes and sells battery materials such as lithium, nickel, and cobalt, which are priced on public commodity exchanges, as well as rare earth elements with lower trading volumes. Rare earth metals used in magnets include neodymium, praseodymium, terbium, and dysprosium, which are key to advanced magnetic materials. Momentum Technologies advances rare earth magnet recycling using sources such as end‑of‑life products, manufacturing scrap, and mining tailings. Recycling rare earth materials has become more economically viable due to technological advancements and increased industry focus. The company's processing technology is described as more efficient and environmentally friendly compared to traditional large‑scale methods. Momentum Technologies operates a demonstration plant in Carrollton, Texas, and plans to build two additional plants: one in Ohio for battery materials and another for rare earth element recovery (Dallas area or the California–Nevada border). The planned facilities aim to be operational by early 2027, supporting U.S. supply‑chain resilience and national security. To be an Insider Please subscribe to The Green Insider powered by ERENEWABLE wherever you get your podcast from and remember to leave us a five-star rating. To learn more about our guest or ask about being a sponsor, contact ERENEWABLE and the Green Insider Podcast. The post Momentum Technologies and the Future of U.S. Critical Minerals appeared first on eRENEWABLE.

This interview is disseminated on behalf of North American Niobium. North American Niobium (CSE: NIOB | FSE: KS82.F | OTCQB: NIOMF) is positioning itself as a key supplier to domestic defense, industrial, and technology supply chains.CEO Murray Nye and Vice President of Exploration Clyde McMillan discuss the objectives of the planned Phase 2 follow-up exploration program, which combines a soil-gas radon survey across the Blanchette, Bardy, and Seigneurie properties in Québec, as well as current niobium demand.Learn more: https://northamericanniobium.comWatch the full YouTube interview here: https://youtu.be/0VhvsaAWfdo And follow us to stay updated: https://www.youtube.com/GlobalOneMedia

Listen to the SBS Hindi news from India. 23/02/26

Newsroom.co.nz reporter Fox Meyers has been looking into the issue, and he joins Emile Donovan.

As the world transitions toward a clean energy future, there is more demand for critical minerals like lithium, cobalt, nickel, and rare earth elements. These minerals are essential for clean energy technologies, electric vehicles, batteries, solar panels, wind turbines, and even our everyday electronics.But where do these minerals come from? Who controls their extraction? Who bears the environmental and human costs? How can we ensure that the transition to a low-carbon economy doesn't repeat the extractive injustices of the past?Today, we're joined by Will Jamil Wiltschko, who is with the California Trade Justice Coalition, a coalition of organizations working to ensure that Critical Mineral Agreements adhere to international climate, labor, and human rights standards.Contact and connect: https://criticalmineralsjustice.org/https://gtwaction.org/the-deadly-cost-of-cobalt-mining-in-the-congo/

Upwards of 80% of critical minerals are processed in China - even when they're mined elsewhere. If a global conflict broke out tomorrow, America likely couldn't supply its own defense industrial base.In this episode, Ashley Zumwalt-Forbes joins Logan and Alex to share what she learned deploying $16 billion in grants and tax credits as Deputy Director for Batteries and Critical Materials at the Department of Energy - and why she's now back in the private sector running two critical minerals SPACs worth over $500 million.The conversation covers how China built a state-backed monopoly that Western companies can't outcompete, why the Biden and Trump administrations use different tools to try and accomplish the same goal, and what Project Vault and the recent Critical Minerals Ministerial signal about where policy is heading. Ashley also delivers a warning: the flood of capital into critical minerals will lead to capital destruction, and the industry's reputation may suffer for years. Everything downstream - batteries, defense systems, grid infrastructure, AI - starts with what comes out of the ground.Hosted by Logan Jones and Alex MercerMission Critical is proudly supported by:Valent → getvalent.comAbel Construction → abelconstruction.com

Welcome back to The Circular Economy Show and another episode of Circular Snapshots, where we unpack the headlines shaping the transition to a circular economy.This month, Seb explores the EU's upcoming Circular Economy Act and its shift toward positioning circularity as industrial strategy, not just environmental policy. We look at new global data revealing rapid growth in national circular economy roadmaps, and why implementation is now the real test.We also dive into the growing link between circular economy and critical mineral supply chains — from insights at the World Economic Forum to new analysis on EV batteries and material security. Finally, we examine a major UK industry push for a mandatory textiles Extended Producer Responsibility scheme, and what it could mean for transforming one of the economy's most linear sectors.From policy to supply chains to industry coalitions, this episode highlights one clear trend: the circular economy is becoming central to competitiveness.Stories referenced in today's episode:EU Circular Economy Acthttps://www.brusselstimes.com/1937610/europes-new-circular-economy-act-getting-the-basics-right-for-eu-competitivenessNational Circular Economy Roadmapshttps://www.unido.org/sites/default/files/unido-publications/2026-01/Stocktake%20CE%20Roadmaps%202025.pdfCritical minerals and the circular economyhttps://www.weforum.org/stories/2026/01/circular-economy-clean-energy-supply-chain-critical-minerals/Circular economy and EV batterieshttps://www.forbes.com/sites/jamiehailstone/2026/01/27/circular-economy-could-prevent-an-ev-battery-minerals-bottleneck-study-finds/Textiles and EPRhttps://resource.co/article/uk-textiles-industry-group-publishes-10-point-blueprint-mandatory-epr-scheme

This is Episode 2 of our sub-series "Environmental Issues along the Belt and Road."The series considers the complexities of Chinese actors' impacts on the environment, extractive activities, and role in driving sustainability solutions from the sands of the Mekong River to lithium mines in Argentina. Since 2012, China has invested roughly US$4 billion in 12 nickel projects across Southeast Asia, with a major focus on Indonesia, which supplies 16% of global nickel production. In South America, Chile, Bolivia, and Argentina— known as the Lithium Triangle—together hold over 54% of the world's lithium reserves beneath their salt flats as of 2024, and China is the only country to have signed agreements with all three. In this episode, we explore what makes minerals “critical” to the energy transition, how China's long-term industrial strategy and geopolitical struggles has (re)shaped global critical mineral supply chains, and, through cases of Indonesian nickel and lithium in Argentina, how stakeholders in producer countries navigate trade-offs between economic development, sovereignty, & environmental and social impacts.We interview 4 experts: Dr. Jing Li is a professor at Simon Fraser University's Beedie School of Business and holds the Canada Research Chair in Global Investment Strategy. She also serves as the Co-Director of the Jack Austin Center for Asia Pacific Business Studies. Her research explores international investment strategies, joint ventures, emerging market firms, innovation in emerging economies, & the behavior and performance of state-owned enterprises. Related reading here, here & here.Dr. Anastasia Ufimtseva is the Senior Program Manager for International Trade and Investment at the Asia Pacific Foundation of Canada. She holds a Ph.D. in Global Governance from the Balsillie School of International Affairs at Wilfrid Laurier University, with a specialization in international political economy. Her research explores global energy governance, trade & investment, the political economy of natural resources, & international development, with a focus on Asia. Related reading here & here. Muhammad Habib Abiyan Dzakwan (Zahwan) is a researcher at the Department of International Relations, CSIS Indonesia. He holds an MA in International Economics and General International Relations from SAIS, Johns Hopkins University. His research areas cover sustainable development, critical minerals, & emerging technologies. Related reading here, here & here. Thanks for listening! Follow us on BlueSky @beltandroadpod.blsk.social

Host Brian Walsh takes up ImpactAlpha's top stories with Jessica Pothering, Dennis Price and Roodgally Senatus. Up this week: Jessica reports from Cape Town on how Africa's mining industry is leveraging global demand for critical minerals; Dennis shares takeaways from his panel at the Urban Institute on what's next for place-based investing (12:15); and, Roody reports from Philadelphia on Kensington residents are fostering neighborhood revival without gentrification and displacement (20:15).Story links:"Demand for critical minerals creates new opportunities to put Africa first," by Jessica PotheringDennis' Urban Institute panel."In Philadelphia, Kensington Corridor Trust demonstrates a neighborhood-led model of revival without displacement,” by Roodgally Senatus

Host Brian Walsh takes up ImpactAlpha's top stories with Jessica Pothering, Dennis Price and Roodgally Senatus. Up this week: Jessica reports from Cape Town on how Africa's mining industry is leveraging global demand for critical minerals; Dennis shares takeaways from his panel at the Urban Institute on what's next for place-based investing (12:15); and, Roody reports from Philadelphia on Kensington residents are fostering neighborhood revival without gentrification and displacement (20:15).Story links:"⁠Demand for critical minerals creates new opportunities to put Africa first⁠," by Jessica Pothering⁠Dennis' Urban Institute panel⁠."⁠In Philadelphia, Kensington Corridor Trust demonstrates a neighborhood-led model of revival without displacement⁠,” by Roodgally Senatus

Interview with Paul Huet, Chairman & CEO of Americas Gold & Silver (TSXV:USA)Our previous interview: https://www.cruxinvestor.com/posts/americas-gold-silver-tsxusa-executing-on-growth-strategy-across-idaho-silver-complex-9036Recording date: 11th February 2026Americas Gold & Silver Corporation (NYSE American: USAS | TSX: USA) has signed a definitive joint venture agreement with United States Antimony (NYSE American: UAMY) to construct and operate an antimony processing facility at its Galena Complex in Idaho's Silver Valley. The deal is designed to solve a specific economic problem: Americas is already the largest antimony producer in the United States, but under its existing offtake arrangements, the company receives only a fraction of the prevailing market price for the antimony contained in its silver concentrate. CEO Paul Huet estimates this leaves $50–$70 million on the table over the next two years at current prices.The JV creates a vertically integrated, fully domestic antimony supply chain from mine to finished product. Americas holds 51% ownership and provides the feed material and permitted site. US Antimony holds 49% and contributes its processing technology, construction expertise, and existing Department of War supply agreements reportedly worth $245 million. The facility is estimated to cost approximately $50 million, with capital split proportionally, and both companies have submitted a joint white paper seeking federal funding under the Trump administration's $12 billion Project Vault critical minerals initiative.For investors, the value proposition is straightforward. Americas produced 561,000 pounds of antimony in 2025 as a by-product of silver mining, meaning its marginal cost of antimony production is effectively zero. Once the facility is operational, the company will receive full market-price payments for its feedstock plus 51% of downstream processing profits. With antimony prices at approximately $15 per pound, government stockpiling initiatives providing demand visibility, and production volumes expected to grow as Americas transitions to mining higher-grade tetrahedrite ore, the JV represents a potentially significant new revenue stream layered on top of the company's core silver growth strategy.—Learn more: https://www.cruxinvestor.com/companies/americas-gold-silver-corporationSign up for Crux Investor: https://cruxinvestor.com

Stephen Grootes speaks to Dr Tebogo Makube, Acting Deputy Director-General of Sectors at the Department of Trade, Industry and Competition about South Africa’s Critical Minerals Strategy and Implementation Plan. With global demand for minerals such as lithium, manganese and rare earths accelerating, South Africa is positioning itself not just as a supplier of raw materials, but as a key player in beneficiation, manufacturing and strategic value chains. The DTIC plays a central role in shaping industrial policy, attracting investment and ensuring that the country’s mineral wealth translates into jobs, growth and long-term competitiveness. In other interviews, Lindiwe Sebesho, Managing Director of Remchannel talks about shifting trends in employee pay and benefits. The 2025/2026 Remchannel survey shows sign-on bonuses, 13th cheques, and paid maternity leave declining, while wellness and targeted financial support remain priorities. Hybrid work rules are tightening, reflecting a focus on measurable productivity and performance. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     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/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 See omnystudio.com/listener for privacy information.

Stephen Grootes speaks to Dr Tebogo Makube, Acting Deputy Director General of Sectors at the Department of Trade, Industry and Competition, about South Africa’s Critical Minerals Strategy and Implementation Plan. With global demand for minerals such as lithium, manganese and rare earths accelerating, South Africa is positioning itself not just as a supplier of raw materials, but as a key player in beneficiation, manufacturing and strategic value chains. The DTIC plays a central role in shaping industrial policy, attracting investment and ensuring that the country’s mineral wealth translates into jobs, growth and long-term competitiveness. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     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/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Our Global Head of Thematic and Sustainability Research Stephen Byrd and U.S. Thematic and Equity Strategist Michelle Weaver lay out Morgan Stanley's four key Research themes for 2026, and how those themes could unfold across markets for the rest of the year. Read more insights from Morgan Stanley.----- Transcript -----Stephen Byrd: Welcome to Thoughts on the Market. I'm Stephen Byrd, Global Head of Thematic and Sustainability Research. Michelle Weaver: And I'm Michelle Weaver, U.S. Thematic and Equity Strategist. Stephen Byrd: I was recently on the show to discuss Morgan Stanley's four key themes for 2026. Today, a look at how those themes could actually play out in the real world over the course of this year. It's Tuesday, February 10th at 10am in New York. So one of the biggest challenges for investors right now is separating signal from noise. Markets are reacting to headlines by the minute, but the real drivers of long-term returns tend to move much more slowly and much more powerfully. That's why thematic analysis has been such an important part of how we think about markets, particularly during periods of high volatility. For 2026, our framework is built around four key themes: AI and tech diffusion, the future of energy, the multipolar world, and societal shifts. In other words, three familiar themes and one meaningful evolution from last year. So Michelle, let's start at the top. When investors hear four key themes, what's different about the 2026 framework versus what we laid out in 2025? Michelle Weaver: Well, like you mentioned before, three of our four key themes are the same as last year, so we're gonna continue to see important market impacts from AI and tech diffusion, the future of energy and the multipolar world.But our fourth key theme, societal shifts, is really an expansion of our prior key theme longevity from last year. And while three of the four themes are the same broad categories, the way they impact the market is going to evolve. And these themes don't exist in isolation. They collide and they intersect with one another, having other important market implications. And we'll talk about many of those intersections today as they relate to multiple themes. Let's start with AI. How does the AI and tech diffusion theme specifically evolve since last year? Stephen Byrd: Yeah. You know, you mentioned earlier the evolution of all of our themes, and that was certainly the case with AI and tech diffusion. What I think we'll see in 2026 is a few major evolutions. So, one is a concept that we think of as two worlds of LLM progress and AI adoption; and let me walk through what I mean by that. On LLM progress, we do think that the handful of American LLM developers that have 10 times the compute they had last year are going to be training and producing models of unprecedented capability. We do not think the Chinese models will be able to keep up because they simply do not have the compute required for the training. And so we will see two worlds, very different approaches. That said, the Chinese models are quite excellent in terms of providing low cost solutions to a wide range of very practical business cases. So that's one case of two worlds when we think about the world of AI and tech diffusion. Another is that essentially we could see a really big gap between what you can do with an LLM and what the average user is actually doing with LLMs. Now there're going to be outliers where really leaders will be able to fully utilize LLMs and achieve fairly substantial and breathtaking results. But on average, that won't be the case. And so you'll see a bit of a lag there. That said, I do think when investors see what those frontier capabilities are, I think that does eventually lead to bullishness. So that's one dynamic. Another really big dynamic in 2026 is the mismatch between compute demand and compute supply. We dove very deeply into this in our note, and essentially where we come out is we believe, and our analysis supports this, that the demand for compute is going to be systematically much higher than the supply. That has all kinds of implications. Compute becomes a very precious resource, both at the company level, at the national level. So those are a couple of areas of evolution.So Michelle, let's shift over to the future of energy, which does feel very different today than it did a year ago. Can you kind of walk through what's changed? Michelle Weaver: Well, we absolutely still think that power is one of the key bottlenecks for data center growth. And our power modeling work shows around a 47 gigawatt shortfall before considering innovative time to power solutions. We get down to around a 10 to 20 percent shortfall in power needed in the U.S. though, even after considering those solutions. So power is still very much a bottleneck. But the power picture is becoming even more challenged for data centers, and that's largely because of a major political overhang that's emerging. Consumers across the U.S. have seen their electricity bills rise and are increasingly pointing to data centers as the culprit behind this. I really want to emphasize though this is a nuanced issue and data center power demand is driving consumer bills higher in some areas like the Mid-Atlantic. But this isn't the case nationwide and really depends on a number of factors like data center density in the region and whether it's a regulated or unregulated utility market.But public perception has really turned against data centers and local pushback is causing planned data centers to be canceled or delayed. And you're seeing similar opinions both across political affiliations and across different regional areas. So yes, in some areas data centers have impacted consumer power bills, but in other areas that hasn't been the case. But this is good news though, for companies that offer off-grid power generation, who are able to completely insulate consumers because they're not connecting to the grid.Stephen, the multipolar theme was already strong last year. Why has it become even more central for 2026? Stephen Byrd: Yeah, you're right. It was strong in 2025. In fact, of our 21 categories of stocks, the top three performing were really driven by multipolar world dynamics. Let me walk through three areas of focus that we have for multipolar world in 2026. Number one is an aggressive U.S. policy agenda, and that's going to show up in a number of ways. But examples here would be major efforts to reshore manufacturing, a real evolution in military spending towards a wide range of newer military technologies, reducing power prices and inflation more broadly. And also really focusing on trying to eliminate dependency on China for rare earths. So that's the first big area of focus. The second is around AI technology transfer. And this is quite closely linked to rare earths. So here's the dynamic as we think about U.S. and China. China has a commanding position in rare earths. The United States has a leading position in access to computational resources. Those two are going to interplay quite a bit in 2026. So, for example, we have a view that in 2026, when those American models, these LLMs achieve these step changes up in capabilities that China cannot match, we think that it's very likely that China may exert pressure in terms of rare earths access in order to force the transfer of technology, the best AI technology to China. So that's an example of this linkage between AI and rare earths. And the last dynamic, I'd say broadly, would be the politics of energy, which you described quite well. I think that's going to be a big multipolar world dynamic everywhere around the world. A focus on how much of an impact our data centers are having – whether it's water access, price of power, et cetera. What are the impacts to jobs? And that's going to show up in a variety of policy actions in 2026. Michelle Weaver: Mm-hmm. Stephen Byrd: So Michelle, the last of our four key themes is societal shifts, and you walked through that briefly before. This expands on our prior longevity work. What does this broader framing capture? Michelle Weaver: Societal shifts will include important topics from longevity still. So, things like preparing for an aging population and AI in healthcare. But the expansion really lets us look at the full age range of the demographic spectrum, and we can also now start thinking about what younger consumers want. It also allows us to look at other income based demographics, like what's been going on with the K-economy, which has been an important theme around the world. And a really critical element, though, of this new theme is AI's impact on the labor market. Last year we did a big piece called The Future of Work. And in it we estimated that around 90 percent of jobs would be impacted by AI. I want to be clear: That's not to say that 90 percent of jobs would be lost by AI or automated by AI. But rather some task or some component of that job could be automated or augmented using AI. And so you might have, you know, the jobs of today looking very different five years from now. Workers are adaptable and, and we do expect many to reskill as part of this evolving job landscape. We've talked about the evolution of our key themes, but now let's focus a little on the results. So how have these themes actually performed from an investment standpoint? Stephen Byrd: Yeah. I was very happy with the results in 2025. When we looked across our categories of thematic stocks; we have 21 categories of thematic stocks within our four big themes. On average in 2025, our thematic stock categories outperformed MSCI World by 16 percent and the S&P 500 by 27 percent respectively. So, I was very happy with that result. When you look at the breakdown, it is interesting in terms of the categories, you did really well. As I mentioned, the top three were driven by multipolar world. That is Critical Minerals, AI Semis, and Defense. But after that you can see a lot of AI in Energy show up. Power in AI was a big winner. Nuclear Power did extremely well. So, we did see other categories, but I did find it really interesting that multipolar world really did top the charts in 2025. Michelle Weaver: Mm-hmm. Stephen Byrd: Michelle, thanks for taking the time to talk. Michelle Weaver: Great speaking with you, Steven. Stephen Byrd: And thanks for listening. If you enjoy Thoughts on the Market, please leave us a review wherever you listen and share the podcast with a friend or colleague today.

What do smartphones, batteries, defense systems, and solar panels all have in common?They all depend on critical minerals like lithium, graphite, gallium, and polysilicon. Access to these resources affects how people, businesses, and governments communicate, generate power, and operate.In this episode, Chris sits down with Representative Haley Stevens from Michigan's 11th district to discuss her plans for lessening U.S. dependence on the production and refining of these resources from other countries.The conversation digs into the current state of the U.S. supply chain. We look at how innovation shaped the auto rescue during the 2008 recession and how it will continue to influence the success of the American auto industry over the next 25 years.We also unpack why Representative Stevens is passionate about the manufacturing industry, how it continues to shape her career, and the type of legislation changes you can expect from her 100-page proposal.In this episode, find out:How the auto rescue saved 200,000 Michigan jobsThe impact of the manufacturing industry on Representative Steven's career in CongressHow barriers to entry are costing the manufacturing industry room to innovateWhy it's important to bring the entire supply chain to the U.S.How Representative Stevens plans to lessen U.S. dependence on other countries for critical mineralsWhat needs to change from a federal level to fix supply chain vulnerabilities, lower costs, and create jobsHow environmental concerns fit into legislation plansThe importance of a tax code that empowers manufacturing workers and small businessesWhat will secure the future of American manufacturing for the next 25 yearsEnjoying the show? Please leave us a review here. Even one sentence helps. It's feedback from Manufacturing All-Stars like you that keeps us going!Tweetable Quotes: ”Somewhere between 85 and 95% of critical minerals are processed and refined in China. It's a supply chain vulnerability.”“We need to lessen our dependence on China, invest in loan guarantees and tax credits that will grow this industry here in the United States of America.” “Who will continue to lead the free world in the next 25 years? Well, it's going to be American industry through free market principles that allow for equal opportunity and people to thrive.”Links & mentions:Kennedy's Irish Pub, a longstanding Irish pub serving up draft brews, cocktails, and casual eats in a funky, upbeat atmosphere in Waterford, MI.Representative Haley Stevens, Congresswoman for Michigan's 11th District.Make sure to visit http://manufacturinghappyhour.com for detailed show notes and a full list of resources mentioned in this episode. Stay Innovative, Stay Thirsty.Mentioned in this episode:Industrial Marketing Summit 2026The Industrial Marketing Summit is the go-to gathering for marketers working in the manufacturing, engineering and industrial sectors. Built by Gorilla 76 and TREW Marketing, IMS delivers strategic insight, hands-on learning and true community. Whether you're a team of one, or leading a scaled marketing department, you'll walk away ready to market smarter, lead stronger and impact your...

Mike Hightower, PhD, director of the New Mexico Produced Water Research Consortium, and Kyle Murray, PhD, principal scientist at GeoConsulting LLC, explore the growing opportunity to recover critical minerals from produced water in oil and gas operations. They explain how characterizing produced water allows researchers to identify valuable elements such as lithium, magnesium, iodine, bromide, and others that can create new revenue streams. The conversation highlights current projects focused on mineral recovery and outlines the pathway from water characterization to commercial-scale extraction. The episode also identifies U.S. oil and gas basins with the greatest potential for economically viable recovery of critical minerals from produced water. Podcast Recorded on January 29, 2026

On this episode of the Trade Guys, Bill and Scott react to the recently announced U.S. critical minerals stockpile and a broader effort to work with allies on price floors. They also discuss plummeting oil shipments to Cuba under Trump administration pressure, as well as continued efforts in the EU to sanction and decouple from Russia.

Aubrey Masango speaks to Stewart Nupen, Technical Advisory Mining leader at Deloitte Africa who shares insights on what critical minerals are and how important they are to our development and technological advancements in the world. They also touch on The Mining Indaba and the importance of some of the conversations that take place in the conference. Tags: 702, The Aubrey Masango Show, Aubrey Masango, Current Affairs, Mining, The Mining Indaba, Rare Earth Minerals, Critical minerals, Technology, Development The Aubrey Masango Show is presented by late night radio broadcaster Aubrey Masango. Aubrey hosts in-depth interviews on controversial political issues and chats to experts offering life advice and guidance in areas of psychology, personal finance and more. All Aubrey’s interviews are podcasted for you to catch-up and listen. Thank you for listening to this podcast from The Aubrey Masango Show. Listen live on weekdays between 20:00 and 24:00 (SA Time) to The Aubrey Masango Show broadcast on 702 https://buff.ly/gk3y0Kj and on CapeTalk between 20:00 and 21:00 (SA Time) https://buff.ly/NnFM3Nk Find out more about the show here https://buff.ly/lzyKCv0 and get all the catch-up podcasts https://buff.ly/rT6znsn Subscribe to the 702 and CapeTalk Daily and Weekly Newsletters https://buff.ly/v5mfet 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/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567See omnystudio.com/listener for privacy information.

Protect your investments with And We Know http://andweknow.com/gold Or call 720-605-3900, Tell them “LT” sent you. ————————— ➜ Our AWK Website: https://www.andweknow.com/ ➜ AWK Shirts and gifts: https://shop.andweknow.com/ ------- *DONATIONS SITE: https://bit.ly/2Lgdrh5 *Mail your gift to: And We Know 30650 Rancho California Rd STE D406-123 (or D406-126) Temecula, CA 92591 ➜ AWK Shirts and gifts: https://shop.andweknow.com/ ➜ Audio Bible https://www.biblegateway.com/audio/mclean/kjv/1John.3.16 Connect with us in the following ways: + DISCORD Fellows: https://discord.gg/kMt8R2FC4z

The United States wants to build a new global critical minerals supply chain through a new alliance that aims to stabilize prices and reduce dependence on China.  Africa sits at the center of this shift, particularly the Democratic Republic of the Congo, where geopolitics is increasingly shaping mining deals and partnerships. CGSP Africa Editor Géraud Neema joins Eric & Cobus to break down the U.S. proposal and why China's dominance in refining and processing remains a major constraint, raising doubts about whether a minerals strategy focused mainly on extraction can succeed.

We discuss the political risks facing allies as an increasingly isolationist America invites them to work together to challenge Chinese dominance in the critical-mineral supply-chain market. Plus: as the Winter Olympics kick off, Lily Austin and Chris Cermak recommend the best winter-sports films.See omnystudio.com/listener for privacy information.

Stijn Schmitz welcomes Dr. Nomi Prins to the show. Dr. Nomi Prins is Founder of Prinsights Global and Substack. This interview centers on the current state of precious metals markets, particularly gold and silver, highlighting significant market dynamics and future potential. Dr. Prins explains the recent volatility in precious metals, particularly the substantial price drop in silver, as primarily driven by technical trading events rather than fundamental market shifts. Nomi emphasizes that the sell-off was more a result of programmatic trading and margin announcements than actual market valuation changes. A key focus is the growing disconnect between paper and physical silver markets, with Shanghai exchanges showing substantial premiums for physical silver. Dr. Prins attributes this to increased eastern interest in physical metals, driven by geopolitical considerations, store of value concerns, and industrial necessities. She notes that the silver market is experiencing its fifth consecutive year of supply deficits, with the total deficit now equivalent to one year’s demand. Regarding gold, multiple drivers are propelling its momentum, including geopolitical tensions, central bank purchasing, and potential future scarcity. Central banks are increasingly viewing gold as a strategic asset, with some institutions like Morgan Stanley recommending higher gold allocations in investment portfolios. Dr. Prins believes the precious metals market is still in its early stages, comparing it to being in the “first or second innings” of a potential long-term bull market. She highlights the critical minerals landscape, pointing out that 80% of critical minerals are processed outside the West, with China dominating processing capabilities for rare earth elements and other strategic metals. Looking forward, she sees significant investment opportunities in the sector, potentially offering substantial returns for long-term investors who understand the fundamental shifts in global commodity markets. Her analysis suggests that geopolitical tensions, supply chain restructuring, and increasing demand for critical minerals will continue to drive precious metals and related investments. Timestamps: 00:00:00 – Introduction 00:00:47 – Recent Metals Volatility 00:02:51 – Shanghai Silver Premium 00:03:14 – Physical vs Paper Silver 00:06:22 – Silver Supply Deficits 00:08:05 – Incentivizing New Supply 00:09:38 – Industrial Demand Pain Points 00:11:07 – Gold Bull Market Drivers 00:14:15 – Central Bank Gold Buying 00:17:28 – Long-term Investment Strategy 00:19:49 – Global Debt Levels 00:22:07 – Demographics and Economic Growth 00:25:19 – Critical Minerals Supply Chains 00:28:58 – Concluding Thoughts Guest Links: X: https://x.com/nomiprins Website: https://nomiprins.com Substack: https://prinsights.substack.com Dr. Nomi Prins as a Wall Street insider and outspoken advocate for economic reform, Nomi Prins is a leading authority on how the widespread impact of financial systems continues to affect our daily lives. She has spent decades analyzing and investigating economic and financial events at the ground level and meeting with those that shape the world’s geopolitical-economic framework. She continues to break stories by conducting independent research, writing best-selling books, and traversing the globe to share her knowledge and demystify the world of money. Before becoming a renowned journalist and public speaker, Nomi reached the upper echelons of the financial world where she worked as a managing director at Goldman Sachs, ran the international analytics group as a senior managing director at Bear Stearns in London, was a strategist at Lehman Brothers and an analyst at the Chase Manhattan Bank. During her time on Wall Street, she grew increasingly aware of and discouraged by the unethical practices that permeated the banking industry. Eventually, she decided enough was enough and became an investigative journalist to shed light on the ways that financial systems are manipulated to serve the interests of an elite few at the expense of everyone else.

China targets dollar dominance with gold-backed yuan while U.S. strikes back with commodity price floors. A new monetary war is underway.Questions on Protecting Your Wealth with Gold & Silver? Schedule a Strategy Call Here ➡️ https://calendly.com/itmtrading/podcastor Call 866-349-3310

00:00 Intro01:14 U.S. Hosts 50 Nations to Address Critical Minerals03:24 Unpacking China's Mineral War, Global Response: Expert08:46 Xi Jinping Held Back-to-back Calls With Putin, Trump10:15 Authorities Investigate Suspected Bio Lab in Las Vegas11:51 Japan's Takaichi Rides Youth-led Craze Into Election15:37 China Pushes Back on Panama Court Ruling Over Canal17:06 America's Backyard: Latin American Nations Rethink China Ties18:28 Summit Speakers: Tech Fuels Religious Persecution

AI agents are making it a hard time to be a software provider. The White House is suddenly preaching peachy collaboration with its allies.

The US is ramping up efforts to secure its supplies of critical minerals. Vice-president JD Vance has proposed creating a new critical mineral trading bloc to loosen China's control over the sector. The approach could reshape global supply chains for materials essential to electric vehicles, semiconductors and defence systems. Ed Butler finds out more. Shares of Ozempic manufacturer, Novo Nordisk, dropped as nuch as 17% in the face of strong competition. Meanwhile its rival Eli Lilly, is forecasting strong growth. What's the outlook for weight-loss jabs? Elsewhere, the US has renewed an agreement that gives 32 African countries access to the US market. The African Growth and Opportunity Act was allowed to expire last September, after 25 years. It's now been re-authorised until the end of 2026, although Washington has warned it may reshape the deal after that.

President Trump announced on Monday that the U.S. would create a domestic stockpile of critical minerals for civilian use — essentially a Strategic Petroleum Reserve, but for lithium, copper, rare earths, and other rocks central to electronics and decarbonization.It's one of many experimental and unusual steps that the administration has taken to boost U.S. mineral production over the past 13 months. But are any of those plans working? What could improve — and what does any of this mean for clean energy?On this week's Shift Key, we talk to someone who saw these policies up close. From 2023 to 2025, Nathaniel Horadam worked on electric vehicle and mineral policy at the Department of Energy's Loan Programs Office, eventually overseeing the office's critical mineral portfolio last year. The office is the department's in-house bank (it's since been rechristened the Energy Dominance Financing Office) and it runs some of the federal government's most ambitious industrial policy.Horadam is now founder and president of Full Tilt Strategies, LLC, and he writes about mineral issues for his Tailings substack. He joins us to discuss what's working, what's not working, and what needs to improve. Shift Key is hosted by Robinson Meyer, the founding executive editor of Heatmap, and Jesse Jenkins, a professor of energy systems engineering at Princeton University. Jesse is off this week.Mentioned:Final 2025 List of Critical MineralsReuters: US moves away from critical mineral price floors“What exactly are ‘Critical Minerals'?,” by Nathaniel HoradamThe Secure Minerals Act, by Senators Todd Young and Jeanne ShaheenThe Pentagon's Rare Earths Deal Is Making Former Biden Officials Jealous--This episode of Shift Key is sponsored by ...Accelerate your clean energy career with Yale's online certificate programs. Explore the 10-month Financing and Deploying Clean Energy program or the 5-month Clean and Equitable Energy Development program. Use referral code HeatMap26 and get your application in by the priority deadline for $500 off tuition to one of Yale's online certificate programs in clean energy. Learn more at cbey.yale.edu/online-learning-opportunities.Music for Shift Key is by Adam Kromelow. Hosted on Acast. See acast.com/privacy for more information.

This week, the Trump administration unveiled a pair of high-stakes moves aimed at securing America's supply of critical minerals: a $12 billion initiative to create a national strategic reserve and a summit today convening more than 50 U.S. allies to discuss a new global minerals market. POLITICO's Hannah Northey breaks down the details of these moves, the questions that remain, and the political and policy challenges ahead for the Trump administration. Plus, the White House plans to issue more licenses to open up Venezuela oil production, and a federal judge handed the Trump administration another major loss in its effort to halt offshore wind construction. Hannah Northey covers the nexus of mining, environmental policy and politics for POLITICO's E&E News. Stefan Todorovic is the video producer of POLITICO Energy. Nirmal Mulaikal is the co-host and executive producer of POLITICO Energy.  Matt Daily is the energy editor for POLITICO. Cyril Zaneski is executive editor of E&E News. Joe Schatz is the deputy editor-in-chief of POLITICO. Our theme music is by Pran Bandi. Follow the show on Apple, Spotify, Youtube and Instagram. Follow POLITICO here:    ➤ X: https://x.com/politico/ ➤ Instagram:   / politico      ➤ Facebook:   / politico   For more reporting on energy and the environment, subscribe to Power Switch, our free evening newsletter: https://www.politico.com/power-switch And for even deeper coverage and analysis, read our Morning Energy newsletter by subscribing to POLITICO Pro: https://subscriber.politicopro.com/newsletter-archive/morning-energy Learn more about your ad choices. Visit megaphone.fm/adchoices

00:00 Intro01:08 Rubio to Host Critical Minerals Summit in Washington01:57 China Preps Nipah Test Kits Despite Claiming No Cases03:28 China's Oil Reserves Are Triple Those of the US04:26 New Companies Selling DJI Look-Alike Products in the US06:01 NASA Plans First Crewed Moon Mission in 50+ Years07:15 UK PM Starmer Clashes With Opposition After China Trip08:59 EU Launches In-Depth Subsidy Probe Into China's Goldwind11:38 Journalist Arrested, Homeowner Died, Activist Jailed13:19 Global Milk Formula Recall Traced to Chinese Company15:43 Quiet Talks With PLA Worth Trying This Time: Stilwell17:49 US–China Tensions Rise Over Influence in the West19:50 Cambodian Scam Site Yields a Trove of Evidence

The Trump administration has put aside its tariff threats, and is calling for a new trade bloc to focus on critical minerals. Ministers from 55 countries attended talks in Washington aimed at reducing their reliance on China, which dominates the production and processing of the elements. Meanwhile, Japan hopes to revolutionise its own mineral supplies, becoming the first country to retrieve deep-sea mud containing rare earth elements. 

① We explore how China's “No.1 central document” plans to advance agricultural modernization and rural revitalization in 2026. (00:53) ② The Trump administration has announced a plan to establish a strategic minerals reserve with an aim to protect US manufacturers from supply chain shocks. What could be the possible obstacles for it? (13:46) ③ China has criticized Panama's top court after it annulled a contract for Hong Kong-based CK Hutchison to operate two ports on the Panama Canal. When Panama yields to Washington's pressure by taking this move, what prices may Panama have to pay over the long term? (24:53) ④ What has driven German investment in China to hit a four-year high through last year's first 11 months? (35:28) ⑤ French authorities have carried out a raid on X's offices in Paris and summoned Elon Musk for questioning. We take a look at Europe's tightening scrutiny of US social media companies and how it is becoming a source of US-Europe frictions. (44:52)

The U.S. Department of the Interior manages the nation's most consequential assets—public lands and waters, energy resources, and critical minerals—making it a crucial center for AI capabilities, national security, and workforce opportunity.In this episode of The TechEd Podcast, host Matt Kirchner sits down with Doug Burgum, U.S. Secretary of the Interior, to connect the dots between Interior's responsibilities and the next generation of innovation in the U.S. Today, Interior manages 500 million acres of public land, plus subsurface and undersea resources, territories, and the nation's historic sites, national parks, Fish & Wildlife, and offshore energy footprint.All of those resources are tied to America's opportunity to innovate in areas like artificial intelligence. Secretary Burgum frames AI data centers as “intelligence factories”, industrial-scale facilities that convert electricity into intelligence, and argues the next wave of competitiveness will be decided by scalable energy and the materials supply chain behind it.We get into rare earth minerals, nuclear power, the tech and energy race with China, and the opportunities for today's students to pursue cutting-edge careers.The episode also widens the lens to the country's long-term innovation narrative. Burgum ties today's tech inflection point to America 250 and the Theodore Roosevelt Presidential Library—a reminder that public lands, history, and national ambition can be part of how we inspire the next generation to build.In this episode:The shift from AI as software to AI as physical infrastructure — and why land, power, and materials suddenly matterWhy data centers are becoming “intelligence factories” — and what that changes about how AI scalesThe truth about rare earth minerals — (why they aren't actually "rare") and why processing is the real bottleneckThe nuclear energy race with China — and why speed, not discovery, is the deciding factorWhere the real career opportunities are emerging — far beyond software, deep into energy, minerals, and infrastructureResources in this Episode:Visit the U.S. Department of the InteriorMore resources from this episode:Bureau of Indian EducationTheodore Roosevelt Presidential LibraryMore notes & resources on the episode page! https://techedpodcast.com/burgum2We want to hear from you! Send us a text.Instagram - Facebook - YouTube - TikTok - Twitter - LinkedIn

Trump Announces $12 Billion "Project Vault" Critical Minerals Stockpile Silver has had a historic sell-off over the past two days, but at least the Trump administration can now start filling 'Project Vault,' their new $12 billion critical minerals stockpile, with silver and other metals at a reduced price. Despite the sell-off, the evidence continues to indicate that we're just getting started, and to find out more click to watch this video now! - To find out more about the latest news in Fortuna Mining, go to: https://fortunamining.com/news/fortuna-expands-mineral-reserve-gold-ounces-by-31-and-extends-life-of-mine-to-over-9-years-at-the-seguela-mine-cote-divoire/ - 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/ - 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/ - #silver #silverprice #gold And remember to get outside and have some fun every once in a while!:) (URL0VD) This video was sponsored by Fortuna Mining, and Arcadia Economics does receive compensation. For our full disclaimer go to: https://arcadiaeconomics.com/disclaimer-fortuna-silver-mines/Subscribe to Arcadia Economics on Soundwise

President Trump has announced a plan to stockpile critical minerals.  

In this episode, host Steve Yates is joined by Leland Miller, co-founder of China Beige Book and U.S.–China Economic and Security Review Commission member, for a clear-eyed assessment of China's economy heading into 2026.Miller breaks down what analysts got wrong about China in 2025, why GDP figures and stimulus narratives are misleading, and how Xi Jinping is prioritizing advanced manufacturing and national security over household consumption. The conversation examines why a true shift to a consumer-driven Chinese economy is unlikely, how high U.S.–China tariffs have become sustainable rather than destabilizing, and why the real battleground has moved from trade wars to supply chain warfare.Key topics include supply-chain weaponization, rare earths and pharmaceuticals, tariffs versus effective tariff rates, transshipment, robotics and demographics, and the strategic risks facing the U.S. and its allies as globalization gives way to a fragmented, security-driven economic order. Watch Full-Length Interviews: https://www.youtube.com/@ChinaDeskFNW

Welcome to Proven and Probable. I'm your host Maurice Jackson, and today I'm joined by Ross McElroy, President & CEO of Apollo Silver. Apollo Silver has just closed a $27.5 million financing, bringing its treasury to nearly $60 million, with participation from some of the most respected names in the precious metals space — including Eric Sprott and Jupiter Asset Management, Apollo's two largest shareholders.

In January 2025, the Ministry of Business, Innovation and Employment published the Crown's mineral strategy with a goal of doubling our mineral exports to three billion dollars by 2035. On Friday, we learnt that to achieve that goal MBIE is looking to develop a "non-binding critical minerals framework" and has been having discussions with the US on the supply of critical minerals. To explain what this all means, Jesse talks to Sefton Darby, is a former National Minerals manager at MBIE, and now consults on geo-politics and political risk.

SEGMENT 12: ENERGY, MINERALS, AND KNOWLEDGE ECONOMY PARTNERSHIP Guest: Arthur Herman Herman outlines his vision for a US-Canada economic condominium built on energy resources, critical minerals, and knowledge industries. Discussion details how combining Canadian natural wealth with American technology and markets creates mutual prosperity, strengthens continental security, and counters dependence on hostile foreign suppliers like China.1848 SCOTLAND