Podcasts about critical minerals

This interview is disseminated on behalf of NioCorp Developments Ltd.NioCorp (NASDAQ: NB) Executive Chairman, President, and CEO Mark A. Smith joins Stocks to Watch to discuss the company's updated feasibility study for the Elk Creek Critical Minerals Project in Nebraska.Mark highlights the project's expanded eight-mineral production strategy, updated economics, progress toward EXIM financing, and NioCorp's potential role in strengthening U.S. critical mineral supply chains. He also discusses scandium applications and the company's recent MOU with Lockheed Martin.Learn more: https://www.niocorp.comWatch the full YouTube interview here: https://youtu.be/c-jP_yoMWDQAnd follow us to stay updated: https://www.youtube.com/@stockstowatchofficial 

EDITORIAL: Critical minerals offer a big potential | Aug. 24, 2026Check out our Streaming Channel: https://streaming.manilatimes.net/Subscribe to The Manila Times Channel - https://tmt.ph/YTSubscribeVisit our website at https://www.manilatimes.netFollow us:Facebook - https://tmt.ph/facebookInstagram - https://tmt.ph/instagramTwitter - https://tmt.ph/twitterDailyMotion - https://tmt.ph/dailymotionSubscribe to our Digital Edition - https://tmt.ph/digitalCheck out our Podcasts:Spotify - https://tmt.ph/spotifyApple Podcasts - https://tmt.ph/applepodcastsAmazon Music - https://tmt.ph/amazonmusicDeezer: https://tmt.ph/deezerStitcher: https://tmt.ph/stitcherTune In: https://tmt.ph/tunein#TheManilaTimes#VoiceOfTheTimes Hosted on Acast. See acast.com/privacy for more information.

Queensland's Critical Minerals Bill could be a litmus test for other states. The proposed bill sets out the terms for compulsory acquisition of private farmland by private mining companies. The definition of 'critical minerals' is also unclear - with fears it could apply to things like natural gas. Rural reporter Gabrielle Hodson spoke with AgForce president Chris McCarthym who has some grave concerns.See omnystudio.com/listener for privacy information.

Enjoy this ad-free replay of Bill's weekly livestream, hosted on The Bill Kelly Podcast YouTube channel every Thursday at 7 pm ET/4 pm PT, where he engages with community members and gets their opinions on trending Canadian politics news this week.Subscribe to The Bill Kelly Podcast on Youtube: https://www.youtube.com/@TheBillKellyPodcastBecome A Channel Member: https://www.youtube.com/channel/UCeUbzckOLocFzNeY1D72iCA/join0:00 The Looming Trade Deadline2:39 Media Blindness to Economic Facts4:42 The US Ambassador Controversy6:51 The State of Canadian Journalism12:02 Critical Minerals and National Security20:29 The Rise of Maple MAGA35:31 The Future of Democratic Elections51:10 Standing Up to the Bully This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit billkelly.substack.com/subscribe

Bill and Scott welcome Zainab Usman, senior research scholar at the Center on Global Energy Policy at Columbia University, to discuss critical minerals and the African Growth and Opportunity Act (AGOA).

From shifting commodity markets and explosive data center growth to drone delivery and AI-enabled workplaces, supply chain leaders are navigating change from every direction. In this episode of The Buzz, powered by Toyota Automated Logistics, Scott Luton and Dr. Rod Thomas are joined by Hans Kremer, partner and co-founder of Inchange, to unpack the latest supply chain headlines and explore what professionals and organizations need to thrive in a rapidly evolving business environment. The discussion shifts to professional development, where Hans shares why companies need to stop training in silos and create more cross-functional learning experiences. The group also explores lifelong learning, the value of hands-on operational experience, and why AI should be viewed as a capability multiplier, not simply a tool for cutting costs or increasing efficiency. They close with powerful insights on leadership, trust, empathy, and creating environments where people can succeed. Key Takeaways: Successful change starts with the people doing the work. Find true advocates early, listen carefully to resistance, communicate the “why” repeatedly, and give teams the time and resources needed to implement change. Supply chain has become a strategic differentiator. Competition increasingly happens between entire supply chain ecosystems, not simply individual companies. Tomorrow's supply chain professionals need more than technical expertise. Strategic inquiry, discernment, judgment, adaptability, communication, and influence will become increasingly important as AI expands access to technical capabilities. Copper and other critical resources could become major constraints on AI and electrification growth. Data centers, infrastructure investment, geopolitics, tariffs, and limited natural resources are creating complex global supply challenges. Professional development needs to become cross-functional. Giving employees opportunities to experience sales, operations, supply chain, finance, and other perspectives can help break down silos and improve organizational performance. AI should make people more capable, not simply more efficient. Organizations that use AI only to automate existing tasks may miss its greater potential to enable employees to solve problems and perform work they could not previously do. Leadership is about enabling the success of others. Strong leaders remove obstacles, protect their teams, model the right behaviors, build mutual trust, and create an environment people want to follow. This episode brings together timely supply chain news with practical lessons on leadership, learning, technology, and organizational performance. Whether you're preparing your workforce for AI, navigating major market shifts, developing the next generation of supply chain talent, or simply trying to become a stronger leader, Hans, Rod, and Scott offer actionable perspectives you can put to work right away.   Additional Links and Resources: Toyota Automated Logistics: https://toyota-automated-logistics.com/ With That Said: https://bit.ly/WTS-8-August-2026 Leading Beyond The Next Disruption: https://bit.ly/Mourad-Tamoud-SE Rod's LinkedIn Post: https://bit.ly/The-Perfect-SC-Manager Han's LinkedIn Post: https://bit.ly/Hans-Music-Stories Copper jumps to its highest level ever. What the metal is telling us: https://cnb.cx/4cvTGv8 Congo Issues Immediate Copper and Cobalt Ban as Smelters Pay Miners for Feedstock: https://bit.ly/DRC-Bans-Some-Exports Caterpillar sales surpass $20B as data center generators take off: https://bit.ly/CAT-has-big-2Q2026 DoorDash Takes to the Sky With Its Own Drones: https://on.wsj.com/4ccxIx7 Inchainge: https://inchainge.com/   The Readiness Rules: https://now.supplychainnow.com/the-readiness-rules Connect with Hans on LinkedIn: https://www.linkedin.com/in/hanskremer/ Connect with Rod on LinkedIn: https://www.linkedin.com/in/rod-thomas-a409a41/ Upcoming Live Programming:  https://supplychainnow.com/upcoming-live-programming/ Supply Chain Now Resource Hub: https://supplychainnow.com/resource-hub/ Learn more about our hosts: https://supplychainnow.com/about Learn more about Supply Chain Now: https://supplychainnow.com Watch and listen to more Supply Chain Now episodes here: https://supplychainnow.com/program/supply-chain-now   Subscribe to Supply Chain Now on your favorite platform: https://supplychainnow.com/join   Work with us! Download Supply Chain Now's NEW Media Kit: https://bit.ly/3XH6OVk WEBINAR- From Disruption to Stability: Building Resilient Logistics Solutions in a Rapidly Changing Global Market: https://bit.ly/3TguZMt WEBINAR- SAP AI Inside the Supply Chain: From Silo to Orchestration: https://bit.ly/4bvpz6K This episode was hosted by Scott Luton and Rod Thomas, and produced by Trisha Cordes, Joshua Miranda, and Amanda Luton. For additional information, please visit our dedicated show page at: https://supplychainnow.com/buzz-ai-copper-drone-delivery-future-supply-chain-leadership-1622  The content in this episode, including all audio, videos, visuals, and graphics, is the property of Supply Chain Now and is protected by copyright law. Unauthorized use, reproduction, distribution, modification, or re-uploading of this content in any form is strictly prohibited without explicit written permission from Supply Chain Now.For licensing inquiries or permissions, please contact us at production@supplychainnow.com© 2026 Supply Chain Now. All rights reserved. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The U.S. jobs market is cooling — but mining has a very different labor problem: finding the right talent. Veteran geologist and mining expert Steven Enders joins Maggie Lake to explain why the quality of people and management teams can make or break a mining project — even as the industry faces enormous demand for critical minerals. Enders breaks down the looming copper supply gap, why new mines remain so difficult to build, where we may be in the commodity cycle, and why AI can help the mining industry — but won't solve its biggest problems. Plus: why he's skeptical of mining project forecasts, what investors should look for in management teams, and the warning signs that tell him a commodity cycle may be getting mature. Topics include: • U.S. jobs market and mining's talent challenge • Copper demand and the global supply gap • Mining stocks and commodity cycles • How to evaluate mining management teams • AI in mining and mineral exploration • Capex, opex and why mining projects run over budget • M&A and signs of a mature commodity cycle

Sean Brodrick, Editor of Wealth Megatrends, Supercycle Investor, Resource Trader, and contributing analyst to Weiss Ratings Daily, joins us to discuss his investing outlook across multiple resource and general equity sectors in the current macroeconomic and geopolitical environment. He shares how he is managing his portfolio as it relates to gold, silver, PM stocks, copper and copper stocks, critical minerals stocks, space stocks, and defense stocks.   The conversation kicks off around the strong recovery move higher in the precious metals sector, breaking up through overhead resistance and changing the tone and sentiment in the sector.   Sean shares his outlook on what fundamentals are driving gold, silver, and the PM stocks up so suddenly. He is cautious that short-term economic data could trigger a retracement back lower, but also shares the reasons why he believes this move in the precious metals complex could have legs for the some time. He has been constructive on the upcoming Q2 earnings which has paid off over the last couple weeks, where producer margins, revenues, and free cash flows were still very robust. Sean is still mostly animated by revenue-generating gold and silver producers, and cautions investors to be weary of the temptation of many pre-revenue juniors to use this bounce to raise money, diluting current shareholders as they issue more shares.   Next we dove into the incredible technical strength this year in copper as an energy metals, but contrasted that against the more tame response overall by the copper stocks. Sean provided some compelling stats for copper demand across many sectors, and contrasted that against the supply deficit from copper miners as an opportunity for investors to pay close attention to.   With regards to the critical minerals stocks, we have seen a solid bounce over the last couple weeks, in tandem with the other metals, pondering if this is all part of a huge metals melt-up move. Sean points out the geopolitical factors and supply chain constraints that are underpinning the continued interest and attractive fundamental backdrop across a range of critical minerals. We also discuss the significance of the US government continuing to directly support the development of key critical minerals projects and domestic processing.   Wrapping up, we touch upon the blast up higher in broad US equities markets from last week and into early this week.  While there are many areas of the markets doing well and providing opportunity, Sean has remained more animated by the recent rebound in the space economy stocks, as well as the traditional and next generation defense stocks.     Click here to follow along with Sean's work at Weiss Ratings Daily and Wealth Megatrends . Click here to learn more about Resource Trader        For more market commentary & interview summaries, subscribe to our Substacks:   The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/     Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.    

Blue Moon Metals CEO Christian Kargl-Simmard joins Mining Stock Daily to discuss the company's expanding U.S. critical-minerals strategy. Blue Moon recently acquired a portfolio of tungsten and antimony projects intended to feed its Springer complex in Nevada, while advancing construction at the Nussir copper project in Norway. Christian also highlights the growing importance of the Apex germanium-gallium project in Utah, where bulk sampling has returned exceptional grades. The conversation covers ore sorting, project financing, potential strategic partners, and Blue Moon's push to bring four brownfield mines into production.

Flavia Tata Nardini is the co-founder and CEO of Fleet Space Technologies, the Adelaide company using satellites, seismic sensors and AI to help find the critical minerals needed for the energy transition. Since starting with just A$25,000, Fleet has grown into a global space and mining technology company valued at more than A$800 million. In this candid conversation, Flavia shares how losing everything as a child shaped her relationship with money, identity and risk, why moving to Australia left her with little choice but to build her own company, and how Fleet searched for product-market fit across everything from beehives and cattle to pipelines and vineyards. Vidit and Flavia explore the mining breakthrough that transformed Fleet, the A$100 Rocket Lab launch that helped save the company, raising children while building a startup, finding the right partner in life and business, and why Fleet now plans to take the same seismic technology it uses beneath the Earth to the Moon. Please enjoy exploring your curiosity. ________ Get in touch with us via email at contact@curiositycentre.com Join our stable of commercial partners including the Australian Government, Google, KPMG,, Allens, Macquarie Capital, Xero, JP Morgan and more.  Show notes and more episodes here Follow us on LinkedIn, Twitter and Instagram Get in touch with our Founder and Host, Vidit Agarwal directly here Contact us via our website ________ TIMESTAMPS 01:00 Who is Flavia 03:42 The Day Her Family Lost Everything 14:02 The Childhood Dream That Never Left Her 19:12 Leaving Rome and Becoming Someone New 24:22 What the Space Industry Got Wrong 27:08 Why Australia Forced Her to Become a Founder 35:35 How Fleet Space Really Began 38:38 Betting on an Industry She Barely Knew 41:15 The Moment Fleet Became More Than an Idea 45:05 Building a Company With the Person You Love 49:36 The Messy Search for Product-Market Fit 54:12 The Bet That Changed Fleet Forever 55:45 Using Satellites and AI to See Beneath Earth 01:01:02 Building a Global Deep-Tech Company From Adelaide 01:05:15 The $100 Satellite Launch That Saved Fleet 01:09:15 From Founder Mode to Leading an $800M Company 01:14:40 Taking Fleet's Technology From Earth to the Moon 01:16:00 Rapid Fire ________ The High Flyers Podcast features in-depth interviews with the world's most influential figures in business, tech, finance, government and sport. Launched in 2020, it has ranked in the global top ten for past three years, with listeners in 27 countries and over 200+ episodes released, and featured in Forbes, Daily Telegraph, and at SXSW. Our guests include -- Malcolm Turnbull (Prime Minister of Australia), Jason Collins (Head of BlackRock, Asia Pacific), Brad Banducci (CEO, Woolworths), Michael Schneider (CEO, Bunnings), David Eckstein (CFO, Legora), Jesse Zhang (CEO, Decagon), Vandita Pant (CFO, BHP), Elena Verna (Head of Growth, Lovable), David Haber (a16z Partner), Jodie Auster (Uber's Global Head of Travel), Rob Giglio (CCO, Canva), Jean-Michel Limieux (CTO, Shopify and Atlassian), Stevie Case (CRO, Vanta), Cristina Cordova (COO, Linear), Gautam Chari (Head of Capital Commitments, Bank of America), John Haddock (CBO, Harvey), Mark Suster (Partner, Upfront Ventures), Niki Scevak (Partner, Blackbird), Craig Tiley (CEO, USA Tennis), Jeanne DeWitt Grosser (COO, Vercel), Paul Bassat (Partner, Square Peg), Bowen Pan (Creator, Facebook Marketplace), Peter Varghese (Secretary of Foreign Affairs, Australian Government), Sam Sicilia (CIO, Hostplus), Jack Zhang (CEO, Airwallex), Tim Doyle (CEO, Eucalyptus), Sukhinder Singh Cassidy (CEO, Xero), Sanjeev Gandhi (CEO, Orica) and Philip Green (Australia's Ambassador/High Commissioner to India). 

Gary C Evans, Chairman & CEO, U S Antimony Corporation (NYSE: UAMY) : Washington's Race to Secure America's Critical Minerals full 504 Mon, 10 Aug 2026 23:10:19 +0000 BqqaM93dTZSic6gjIZc5wOenP3yppHKe business CEO Spotlight business Gary C Evans, Chairman & CEO, U S Antimony Corporation (NYSE: UAMY) : Washington's Race to Secure America's Critical Minerals David Johnson CEO Spotlight 2024 © 2021 Audacy, Inc.

In this episode we speak to Pat Risner, President of South32 Hermosa project in Arizona who are advancing a multi-metal critical minerals development in the Patagonia Mountains of southern Arizona targeting zinc, manganese, silver, lead, and copper.   In this conversation we discuss what makes Hermosa such a strategically important project, the recent progress on permitting, and why Pat describes it as "a different kind of mine." We'll also explore his leadership journey, the company's approach to safety, community and Tribal engagement, the role of innovation and remote operations, and what the mining industry needs to do to develop the next generation of talent. KEY TAKEAWAYS The Hermosa project has the potential to produce up to five critical minerals including zinc, manganese, and copper, helping address supply chain vulnerabilities and foreign reliance for the United States. By design, Hermosa minimises its environmental footprint using 90% less water than traditional historical operations, a battery-electric underground fleet, and a total land disturbance of just 700 acres over up to 70 years of operation. South32 established relationships with local communities and native tribes four to five years prior to submitting permit applications, allowing stakeholder input to directly shape project design and avoid cultural or environmental impacts. By placing its remote operating facility (Centro) in Nogales, the project removes traditional mining employment barriers and supports a goal of a minimum 80% local workforce. BEST MOMENTS "We all guarantee everyone goes home safe and well... 'Guarantee' is a very emotive, provocative word when we talk about safety in mining, but that's deliberate. It's on purpose; it drives and ensures we have the right conversations." "The concept is: the earlier you engage with deliberate intent that you want to design a project that's less impactful... you have to start really, really early so it's robust and meaningful consultation." "For most of my mining career, we just didn't tell our story in the industry... It was more about not being seen than telling your story, and so I think that's changing—and I think it has to change." "We had to address the historical challenges around our industry that have made it less acceptable to society, and that's where the 'different kind of mine' piece goes in." 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 RESOURCES ●      Social ○      LinkedIn: https://www.linkedin.com/showcase/south32-hermosa/ ○      Facebook: https://www.facebook.com/South32Hermosa ○      TikTok: https://www.tiktok.com/@south32ltd ●      Website: https://www.south32hermosa.com/en_us ●      Contact/Email: media@south32hermosa.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/

American Resources Corp (NASDAQ:AREC) CFO Kirk Taylor spoke with Proactive's Stephen Gunnion about ReElement's successful commissioning of its first commercial-scale refining column at the Marion facility, a key milestone for its critical minerals refining platform. Taylor said the company moved from lab testing to pilot operations to commercial scale in under six months after starting work on the waste stream in March, with each stage performing as expected. "We've gone from lab scale to pilot scale to now commercial scale in less than six months," he said. Standardising equipment, including valves, pumps, columns and piping, across production lines is helping reduce execution risk as further refining capacity comes online, streamlining future expansion while maintaining consistent performance. Taylor highlighted ReElement's modular platform, which allows processing closer to the source material, cutting logistics costs and supply chain risk. The first commercial line is focused on germanium, with the same equipment and parameters also able to extract and purify gallium from mine tailings - a material Taylor noted is essential for robotics and humanoid robotic chips. Looking ahead, the germanium line is the first of four production lines due to be commissioned over the next six months, with capacity aligned to demand from domestic and allied nations. For more interviews with leading companies and market insights, visit the Proactive YouTube channel. Don't forget to like this video, subscribe to the channel and enable notifications so you never miss future updates. Read Proactive's Editorial Policy here: https://www.proactiveinvestors.co.uk/pages/editorialPolicy #AmericanResourcesCorp #ReElement #CriticalMinerals #Germanium #Gallium #RareEarths #Mining #MineralProcessing #Robotics #Semiconductors #Manufacturing #USMining #CriticalMaterials #Investing #Proactive

In this episode of The International Risk Podcast, host Dominic Bowen is joined by Lisa Sachs, Director of the Columbia Center on Sustainable Investment at Columbia University's Climate School, to unpack why critical minerals have become one of the defining forces in global geopolitics, economics and security, and why the countries richest in them so often stay poor.Sachs draws on two decades advising governments, investors and international institutions on resource governance to explain why minerals like lithium, cobalt and copper are not a new story but a long overlooked one, now thrust into the headlines by the clean energy transition and the race for AI. She examines why so few mining communities are genuinely better off for having mining nearby, why the "resource curse" is really a failure to treat natural resource governance as inseparable from geopolitics and international finance, and why the murky politics behind deals like the Kazakhstan tungsten project linked to the Trump family raise uncomfortable questions about conflict of interest at the highest levels. The conversation also covers what she calls "legalized corruption" in how resource deals get structured, why resource nationalism can be reasonable for developing countries but self-defeating for wealthy ones racing to secure their own supply chains, and why she believes AI and the energy transition represent a genuine opportunity to correct decades of unequal value capture if governments and companies are willing to learn from past mistakes.Key topics discussed:Why critical minerals are not the "new oil" but have always been central to the global economyWhat resource governance actually means in practice, beyond permits and environmental regulationWhy Sachs struggles to name mining communities that are genuinely better off for having miningThe conflict of interest questions raised by the Trump family's Kazakhstan tungsten investment"Legalized corruption" and the use of tax structuring and diplomatic pressure in resource dealsWhy resource nationalism is rational for developing countries but self-defeating for wealthy onesHow companies keep misreading community resistance to mining projectsWhether the clean energy transition and AI will reduce global inequality or deepen itThe international risks Dr. Sachs is watching most closely today, from climate change to AI driven inequalityThis episode is relevant to anyone interested in critical minerals, resource governance, geopolitics, supply chain security, sustainable investment or international risk.The International Risk Podcast brings you conversations with global experts, frontline practitioners and senior decision-makers who are shaping how we understand and respond to international risk. From geopolitical volatility and organised crime, to cybersecurity threats and hybrid warfare, each episode explores the forces transforming our world and what smart leaders must do to navigate them. Whether you're a board member, policymaker or risk professional, The International Risk Podcast delivers actionable insights, sharp analysis and real-world stories that matter.Dominic Bowen is the host of The International Risk Podcast and Europe's leading expert on international risk and crisis management. As Head of Strategic Advisory and Partner at one of Europe's leading risk management consulting firms, Dominic advises CEOs, boards and senior executives across the continent on how to prepare for uncertainty and act with intent. He has spent decades working in war zones, advising multinational companies and supporting Europe's business leaders.Tell us what you liked!

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Nick Hodge, Co-Owner of Digest Publishing and editor of Foundational Profits and Underground Alpha, joins us for our monthly longer-format discussion on macroeconomic factors moving the markets, turning up the summer heat in resource stocks coming into August. He also shares portfolio management strategies in select gold, silver, copper, rare earths, and uranium stocks.   We start off reviewing some shifts in macroeconomics movers:   A reduction in strength in US Dollar, with the dollar index moving back below 100 Recent rolling over of interest rates, which had previously been rising based on anticipated hawking Fed policy from Warsh's prior meetings and statements Improving US economic data on some fronts may have the Fed in a more neutral position A desensitization of geopolitics around the US/Iran negotiations and the supposed reopening of the Strait of Hormuz. US treasury financial intervention to support Japan, staving off their potential need to liquidate US treasuries, or any rapid unwind of the carry trade. Capex investments in AI data-center build-outs are ongoing.      The conversation then transitioned from macroeconomics into recent uplift in gold, silver, and precious metals stocks. Nick is less animated by PM seasonality trends coming out of the Summer Doldrums, pointing to the changes in the US dollar and interest rates as the key factors that have led to this recent sector bounce. He mentioned that this lull in the summer doldrums in both sentiment and weak price action was a common theme from the recent Rule symposium; and conceded that in the later summer, once more investors are back from vacations and more focused on the markets again, that this may bring in more trading volumes and participation. We highlighted the wave of sector news on tap from now into September conference season. All this coming news can provide fundamental catalysts, from compelling Q2 earnings results in PM producers, to key upcoming milestones and studies for developers, and then all the summer drill programs.  Nick highlighted PM stocks moving on recent news like Revival Gold Inc. (TSXV: RVG) (OTCQX: RVLGF), Hannan Metals Limited (TSXV: HAN) (OTC: HANNF), San Lorenzo Gold Corp. (TSXV: SLG) (OTCQB: SNLGF), and Osisko Gold Group Inc. (NYSE: OGG, TSXV: OGG). He pointed out that the market is still not rewarding exploration news that shows some geological “smoke” but didn't hit “fire,” mentioning his portfolio position in Quartz Mountain Resources Ltd. (TSXV:QZM)(OTCQX:QZMRF) There are some companies with he remains animated by for all the coming assay results from ongoing drill programs like Kingsmen Resources Ltd. (TSXV: KNG) (OTCQB: KNGRF)   Next we switch over to the continued strength in copper, making new all-time highs again this week.  While we note the strong demand fundamentals, and supply constraints, Nick explains that the influx of copper into the US, and pricing arbitrage compared to London or Shanghai exchanges, may be due to investors positioning in front of potential tariff announcements on copper from the  Trump administration.   Copper stocks we discuss are Gladiator Metals Corp. (TSXV: GLAD) (OTCQB: GDTRF), Hudbay Minerals Inc. (TSX: HBM) (NYSE: HBM), and Ero Copper Corp. (TSX: ERO, NYSE: ERO).   When reviewing where Nick is seeing the most government focus in the commodities sector, he highlights it is clearly in the Critical Minerals.  While multiple sectors from uranium, to lithium, to heavy rare earths have been sold down lately, the supply chain chokepoints outside of China remain, and the fundamentals for these strategic metals continuing to improve.   Nick highlights the ongoing direct investment and policy initiatives into the rare earths processors, separators, recyclers, noting prior government investments into Trilogy Metals Inc. (NYSE American: TMQ) (TSX: TMQ), Lithium Americas Corp. (TSX: LAC) (NYSE: LAC),  MP Materials (NYSE: MP), and USA Rare Earth, Inc. (Nasdaq: USAR). He flags the recent $725 million financing commitment from the Department of War, U.S. Office of Strategic Capital, for Energy Fuels Inc. (NYSE American: UUUU) (TSX: EFR) which was approved to support infrastructure and capacity to process rare earth elements and other critical materials domestically. CoTec Holdings Corp. (TSXV:CTH)(OTCQX:CTHCF) is company he remains animated by for similar reasons, due to their exposure to recycling material to extract and produce rare earth magnets and strategic materials.  He believes this could attract government interest like is has in the aforementioned companies.   Click here to follow Nick's analysis and publications over at Digest Publishing     For more market commentary & interview summaries, subscribe to our Substacks:   The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/     Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.  

Avadain CEO Brad Larschan joins Chris Lustrino to discuss the company's effort to commercialize one of the most promising materials in advanced manufacturing: graphene. Brad explains what makes graphene so powerful, why it has been difficult to manufacture at scale, and how Avadain is working to create a technical pathway for large, thin, defect-free graphene production. The conversation explores the potential applications of graphene across aerospace, drones, critical minerals, building materials, energy storage, and other industrial use cases. Brad also outlines Avadain's capital-light strategy of licensing its production technology to established chemical and advanced materials companies rather than manufacturing graphene itself. Chris and Brad discuss the company's pilot plant, commercialization risks, recently completed $5 million crowdfunding raise, and long-term vision for building recurring royalty revenue from graphene production.

There's growing optimism across Africa, Latin America, and Asia that abundant reserves of critical minerals like lithium, cobalt, and nickel can fuel a new era of economic development. Determined to avoid the "resource curse" that enriched foreign companies while leaving local populations behind, governments are increasingly moving to ban exports of raw ores and instead promote domestic processing and refining. It's an appealing strategy, but far more difficult to implement than many realize. Wei Shen and Anabel Marín, senior research fellows at the Institute of Development Studies in London, argue that processing alone won't transform resource-rich economies. In a new paper, they explain why lasting prosperity depends on building the knowledge, institutions, and technological capabilities needed to move up the value chain. They join Eric to discuss what it will really take for developing countries to turn critical mineral wealth into sustainable development.

The University of Missouri campuses and 240 partners have gotten a federal grant of $160 million to create a Midwest hub for mining, research, logistics, and shipping rare minerals needed now for high tech. Missouri Net's Ashley Byrd drills down on what this all means for Missouri with UM President Mun Choi.

The pipeline of critical minerals projects has never been longer. But the gap between a viable project and a financed one remains stubbornly wide. Capital is available, it's just not flowing fast enough, or to the right places. Early-stage mining projects carry a risk profile that most institutional investors are not set up to absorb. Infrastructure is absent, policy frameworks are inconsistent, and the road from discovery to production stretches beyond a decade. At the same time, rising sustainability expectations are adding cost and complexity that can deter rather than attract capital. This webinar brought together financial institutions and mining companies to explore what it actually takes to move critical minerals investment from intention to action. What we discussed... The structural barriers that keep credible projects stuck at the development stage. How financial institutions are building frameworks to evaluate and de-risk critical minerals investments. The role of blended finance, development banks and public-private mechanisms in mobilising private capital. Sustainability performance as a bankability asset: how responsible sourcing credentials are factoring into investment decisions. What mining companies and project developers need to demonstrate to get deals across the line.

We are joined by Michael Rowley, President & CEO and Dr. Danie Grobler, Vice President of Exploration of Stillwater Critical Minerals (TSX.V: PGE – OTCQB: PGEZF), live in the core shack at site, to provide a visual update of the key exploration work completed to date, the primary initiatives on tap for 2026, and the value proposition at the Stillwater West Ni-PGE-Cu-Co + Au project in Montana.   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, copper, cobalt, chromium, and gold. Overall, Stillwater West is uniquely positioned to become a primary source of 10 commodities now listed as critical, given their location immediately adjacent to Sibanye-Stillwater's operating mine complex in Montana.   Danie shares an overview of the structural controls of the geological environment that hosts the mineralization, using the South African Bushveld Igneous Complex as analog, and how their five “Platreef-style” (or contact-type) Ni-Cu-Co-PGE+Au deposits may tie together in a larger sense.   He goes on to outline why their 2025 exploration initiatives were successful and shows how there are several mineralized events in the sulfides bringing in pockets of higher-grade polymetallic zones within the overall bulk tonnage type of deposit   Danie highlights what they are learning from the geophysical surveys over their district-scale land package, and why their team has high-confidence in the ongoing 2026 drill program, to keep stepping out along the parameters and character of this mineralized trend.   Highlights and upcoming catalysts:   The updated MRE due out in Q3 will incorporate 14 drill holes totaling 5,781 meters (“m”) from the 2023 and 2025 programs, plus about a dozen select historic holes not included in the current estimate. The update will build upon the January 25, 2023, Inferred Mineral Resource and results will support further technical studies and economic assessments. The work is being led by Mr. Timothy Kuhl (MTS) and Dr. Danie Grobler (Stillwater) who together previously worked with the late Dr. Harry Parker on the resource estimation and technical reports for Ivanhoe Mines' Platreef Mine. Assays are pending from fresh drill core coming off the mountain in the 2026 program. Thus far the anticipated structural controls are holding up as expected.       If you have any questions for the team at Stillwater Critical Minerals, then please email them into me at Shad@kereport.com.    * In full disclosure, Shad is a shareholder of Stillwater Critical Minerals at the time of this recording and may choose to buy or sell shares at any time.      Click here to follow the latest news from Stillwater Critical Minerals     For more market commentary & interview summaries, subscribe to our Substacks:   The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/     Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.      

There's growing optimism across Africa, Latin America, and Asia that abundant reserves of critical minerals like lithium, cobalt, and nickel can fuel a new era of economic development. Determined to avoid the "resource curse" that enriched foreign companies while leaving local populations behind, governments are increasingly moving to ban exports of raw ores and instead promote domestic processing and refining. It's an appealing strategy, but far more difficult to implement than many realize. Wei Shen and Anabel Marín, senior research fellows at the Institute of Development Studies in London, argue that processing alone won't transform resource-rich economies. In a new paper, they explain why lasting prosperity depends on building the knowledge, institutions, and technological capabilities needed to move up the value chain. They join Eric to discuss what it will really take for developing countries to turn critical mineral wealth into sustainable development.

As demand continues to grow for the critical minerals that power our mobile phones, electric cars and more, who's looking out for the mainly indigenous peoples whose territories contain the vast majority of these natural riches?Tackling the issue from a human rights angle is UN Human Rights Council-appointed independent rights expert on climate change, Eliza Morgera, who's been talking to UN News's Daniel Johnson on the same day as the Security Council meets to discuss how to ensure that critical minerals extraction promotes peace and development, rather than conflict. 

Nicaragua: UN rights chief Türk deplores new clampdown on political freedomsPitfalls of critical minerals extraction in spotlight at Security CouncilAfghanistan: flash flooding creates new challenges for vulnerable families: OCHA

As demand continues to grow for the critical minerals that power our mobile phones, electric cars and more, who's looking out for the mainly indigenous peoples whose territories contain the vast majority of these natural riches?Tackling the issue from a human rights angle is UN Human Rights Council-appointed independent rights expert on climate change, Eliza Morgera, who's been talking to UN News's Daniel Johnson on the same day as the Security Council meets to discuss how to ensure that critical minerals extraction promotes peace and development, rather than conflict. 

Alan Tonelson and Gordon Chang. Despite a trade truce declared last October, the U.S. remains dependent on China for rare earths and critical minerals. Alan Tonelson notes that while China's domestic economy is weak, it maintains a "chokehold" on products essential for AI and military technology. The Trump administration's decision to remove trade sanctions on Hong Kong is viewed as a puzzling move that may create a hole in the sanctions regime. (3)1902 YEMEN

China's growing use of economic power for strategic and political purposes has become one of the defining features of international competition. Beijing is no longer simply using trade and investment to promote economic growth—it is increasingly deploying a sophisticated toolkit of laws, regulations, export controls, market access, infrastructure investment, and technological standards to advance its broader geopolitical objectives.   In today's episode, we'll explore how China's approach to economic statecraft has evolved, how effective it has been, its impact on Chinese foreign policy – especially relations with the United States -- and what governments around the world can do in response. I'm delighted to be joined by Dr. Evan Medeiros, one of the leading experts on Chinese foreign policy, including its use of economic statecraft, to help us unpack these important issues.   Dr. Medeiros is the Penner Family Chair in Asia Studies in the School of Foreign Service and the Cling Family Distinguished Fellow in US-China Studies at Georgetown University. He served seven years in President Obama's NSC first as director for China, Taiwan and Mongolia, and then as Special Assistant to the President and Senior Director for Asia. Timestamps: [00:00] Introduction [01:49] What is Chinese Economic Statecraft? [04:52] How Chinese Leaders Think About Economic Power and Political Influence [06:43] The Evolution of China's Economic Statecraft Toolkit [09:49] Chinese Market Accessibility as Statecraft [14:07] Institutionalizing Economic Statecraft [17:37] How Legal Bodies are Implemented [23:32] Implications for the US-China Relationship [25:36] Strengthening US Economic Statecraft

We have a returning guest today in Bryan Bille, Head of Geopolitical Risk and Policy Analysis at Benchmark Mineral Intelligence.Today's pod is a follow-up to Bryan's first discussion where he set the stage around how different countries are approaching the supply chain build out for critical minerals.As elbows in Brussels, Washington and Beijing continue to sharpen, we look at the moves different countries have made and see who is in the lead, who is close, and who is fading. We also look at how overall demand has shifted and rank which sectors are set to benefit and what it will take to truly compete with Beijing. Bryan also offers his views on M&A and consolidation in the space.

Many see critical minerals as an untapped resource and major economic opportunity for Canada. But could their real value be more strategic than economic? Plus, we explain how all the weird food ends up at HomeSense and Winners, and look at what's behind the resurgence of old-school film cameras.

"The first one is own it…Your career…I'm constantly, even today having meetings with people that I don't know, requesting mentorship, reaching out through LinkedIn, going to events. I try to stay very connected and not just people in my close industry or even work type …Every single person you meet is a connection and could have an impact on your life and vice versa….When you meet somebody, keep the conversation going. …So one day if they need something or you need something, you have a connection….My second piece of advice is… you should always have a list of things that you want to accomplish…and regardless of what's going on around you in your job, focus on those things." Nicole Pearson, Bentley Systems on Electric Ladies Podcast Summertime is a great to step back and think about your next career moves, take stock and sign up for some conferences or events coming up in a few months. It's slower and you can clear your head, think about who you want to meet, what you want to learn.  Listen to these five amazing women from five different industries who were guests on Electric Ladies Podcast recently. What resonates with you? Post it to us @joanmichelson on social media.   You'll hear advice from: ·       Jolyne Caruso, Impact Investor, Wealth Manager, Financial Executive ·       Abby Wulf, Critical Minerals Expert, Former Head of Critical Minerals at the U.S. Department of Energy in the Biden Administration ·       Elizabeth Hackenson, Chief Information Officer, Schneider Electric ·       Nicole Pearson, Director of Marketing, Energy at Bentley Systems           Stacey Solie, Documentarian, Producer of "From the Ground Up" About Farmers Leveraging Carbon Markets   Subscribe to our newsletter - and Join the waitlist for our new Membership Group here. Elevate your career with expert coaching and ESG advisory with Electric Ladies Podcast. Unlock new opportunities, gain confidence, and achieve your career goals with the right guidance.   Subscribe to our newsletter to receive our podcasts, articles, events and career advice – and special coaching offers.. Thanks for subscribing on Apple Podcasts or iHeartRadio and leaving us a review! Don't forget to follow us on our socials Twitter: @joanmichelson LinkedIn: Electric Ladies Podcast with Joan Michelson Facebook: Electric Ladies Podcast

Critical minerals are becoming central to the global economy, underpinning everything from electric vehicles and renewable energy to advanced manufacturing and national security. Latin America possesses some of the world's largest reserves of copper, lithium and other strategic minerals, placing the region at the centre of an increasingly competitive global landscape. But resource wealth alone is no guarantee of long-term prosperity. Can Latin American countries strengthen governance, attract investment and capture greater value from the energy transition while managing environmental and social challenges? In this episode of The LatinNews Podcast, Richard McColl speaks with Professor Cynthia Sanborn, Director of the Centro de Estudios sobre China y Asia-Pacífico (CECHAP) at the Universidad del Pacífico in Peru. Together, they examine the region's critical minerals sector, the governance challenges surrounding resource development, China's growing role in Latin America, and what will determine whether the region can become a global leader in the industries of the future. Follow LatinNews for  analysis on economic, political, and security developments in Latin America & the Caribbean. Twitter: @latinnewslondonLinkedIn: Latin American NewslettersFacebook: @latinnews1967For more insightful, expert-led analysis on Latin America's political and economic landscape, read our reports for free with a 14-day trial. Get full access to our entire portfolio.

Critical minerals are back in the spotlight as the global push for access to those supply chains grows – along with the risks for credit and areas like national security. These elements, like lithium and cobalt, are key components of everything from electric vehicles to semiconductors. A subset, called rare earths, have qualities like magnetic powers and high heat resistance. But just because you have them, doesn't mean they are ready for use.  There is a complex and expensive extraction and refining process – and China dominates the world's production capacity. Many countries are years away from refining minerals at the same scale domestically. We discuss how critical minerals have become economic levers, spurred by geopolitical and trade tensions, demand for high-tech defense equipment, investment in AI and data centers, and diversification of energy sources.   Host: William Foster, Senior Vice President, Sovereign Risk, Moody's Ratings   Guests:  Atsi Sheth, Chief Credit Officer, Moody's Ratings Claire Li, Senior Analyst, Credit Strategy, Moody's Ratings   Related Research:  Sovereigns – Emerging Markets - Critical minerals boom offers a step up the value chain if structural constraints ease 13 July 2026 Flipbook: Critical mineral and material reliance poses risks to US, but policy support offers relief, 5 November 2025 Critical minerals – China: A detailed view of the sector, 12 June 2025 Artificial Intelligence – Rare earth metals: China's dominance of critical minerals supply chain creates vulnerabilities for tech firms, 2 July 2025 Moody's Emerging Markets Credit Risk Insights & Analysis © 2026 Moody's Corporation and/or its licensors and affiliates. All rights reserved. Go to www.moodys.com/pages/globaldisclaimer.aspx for complete legal terms and conditions governing use of Moody's information made available in this video. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode, we chat with Anthony Viljoen, who returns to the podcast to provide an update on the progress being made at Andrada Mining as the company continues to advance its ambition of becoming a leading African critical minerals producer.  We discuss the operational improvements behind record tin production at the Uis Mine, the impact of the new ore-sorting circuit, exploration progress at Brandberg West and Lithium Ridge, strategic partnerships with global industry leaders, and the key operational, technical and corporate milestones investors should be watching over the remainder of the year.  This episode is brought to you by Mining International, a global executive search partner to the mining industry. For bespoke search and advisory services, please visit www.mining-international.org KEY TAKEAWAYS By integrating an innovative X-ray transmission (XRT) ore-sorting circuit, Andrada Mining aims to eliminate 80% of waste upfront and boost operational throughput by approximately 60%. Distinct exploration programs at Brandberg West have revealed a rich blend of tin, tungsten, and copper, effectively shielding the project from single-commodity market volatility. The extensive drilling initiative at Lithium Ridge, conducted in partnership with SQM, has confirmed high-grade, near-surface mineralization spanning a 6km strike. Anthony believes that surging global interest in critical minerals offers a unique opportunity to revitalise liquidity and rebuild retail investor trust on the London AIM market. BEST MOMENTS "What started off as this consolidation of historic tin mines is turning into a district-scale mineralised province." "We'll get rid of 80% of the waste upfront... that makes the whole concentrated part of the circuit a lot more efficient." "Having the different array of minerals that we've got allows any sort of fluctuations [in the commodity game] to be smoothed out." "I think that with the flurry of interest in critical minerals, there is a unique chance now for AIM to reassert itself as the dominant mining market globally." 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 RESOURCES https://andradamining.com/ linkedin.com/company/andrada-mining https://x.com/Andrada_Mining https://www.youtube.com/@andradamining 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/

As the global competition for minerals intensifies, we consider the geopolitics at play. How did China emerge as a dominant force? And will the DRC ever benefit from its own resources?See omnystudio.com/listener for privacy information.

00:00 Intro01:10 Massive Flooding, Tornadoes Devastate Parts of China03:11 Deadly Fire Engulfs Shoe Factory in Quanzhou, China03:49 U.S. Strike Hits Iran Rail Link to China, Russia05:01 NATO Invests Billions in Defense to Counter China, Russia07:50 Australia-India Ties Deepen with Uranium Exports, Military Cooperation09:46 Modi Visit: Uranium Deal, Critical Minerals, Security10:14 New Zealand Eyes Australia-Fiji Defense Pact11:43Big Tech Data Centers Driving Up Power Bills12:12 AI Energy Race Raises Solar Supply Chain Concerns13:40 Trump Calls on NATO Allies to Reach 5% Defense Spending14:36 Rep. Bacon: Trump's Pressure Having Effect on NATO15:45 Rep. Bacon: NATO Is a Defensive Alliance17:30 Rep. Bacon: Iran Does Not Want Peace17:59 Chinese Threat Makes Taiwan Strait Critical19:31 State Dept.: China Involved in Nuclear Proliferation

Fred sits down with Nneka Chike-Obi from our Sustainability Research team to talk strategies for avoiding a potential chokepoint in the Strait of Malacca, which is key to the shipping of critical minerals used in the energy transition.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/MMdPlrQStay connected and access free to view reports and videos from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn or click here: https://www.gbm.hsbc.com/insights/global-research.

This week's podcast features General (Ret.) Charles Flynn in conversation with The Northern Miner host Adrian Pocobelli on the West's effort to reshore supply chains and build secure critical-mineral capacity. Flynn explains that while funding individual projects is necessary, it will not by itself create a durable solution. He calls for a broader structural and policy realignment, supported by a coordinated, campaign-planning approach to critical-mineral supply chains. Flynn also discusses his work with Flynn Advisors and Manifest Industries, as well as the challenges companies face when navigating and engaging with the U.S. government. All this and more with host Adrian Pocobelli. “Rattlesnake Railroad”, “Big Western Sky”, “Western Adventure” and “Battle on the Western Frontier” by Brett Van Donsel (⁠www.incompetech.com⁠). Licensed under Creative Commons: By Attribution 4.0 License ⁠creativecommons.org/licenses/by/4.0⁠ Apple Podcasts:⁠ https://podcasts.apple.com/ca/podcast/the-northern-miner-podcast/id1099281201⁠ Spotify:⁠ https://open.spotify.com/show/78lyjMTRlRwZxQwz2fwQ4K⁠ YouTube:⁠ https://www.youtube.com/@NorthernMiner⁠ Soundcloud:⁠ https://soundcloud.com/northern-miner

This month: three stories worth your time.   The WEF published a piece on EV battery recycling that reframes the whole conversation. These batteries contain the critical minerals governments are scrambling to secure. The recycled minerals market could be worth $200 billion by 2050. That value needs to be designed for now, not chased later.   Up until now the policy agenda for bio-based materials, wood, paper, natural fibres, rubber and leather has largely been ignored. The Ellen MacArthur Foundation has published a report that sets out to fix that.   And the International Finance Corporation, alongside five major development banks, put a number on circular economy employment: 121 to 142 million people. Nearly half in repair and maintenance. Over half in the informal economy. The opportunity is real. So is the gap.   Plus four quick headlines on Scotland's material flows, Europe losing critical minerals through its own waste streams, fashion resale and repair policy, and flexible packaging. Story 1: EV Battery Recycling Why recycling EV batteries is an industrial opportunity, not a waste challenge (WEF): https://www.weforum.org/stories/2026/06/ev-battery-recycling-waste-challenge-industrial-opportunity/ Story 2: Circular by Nature — Bio-Based Materials Circular by nature: a policy agenda for bio-based materials (Ellen MacArthur Foundation): https://www.ellenmacarthurfoundation.org/circular-by-nature-a-policy-agenda-for-bio-based-materials-in-a-circular-economy Story 3: Circular Economy Jobs Circular Jobs: How MDBs Are Supporting Job Creation through a Circular Economy (IFC): https://www.ifc.org/content/dam/ifc/doc/2026/how-mdbs-can-support-job-creation-in-a-circular-economy.pdf   Quick Headlines Scotland's Material Flow Accounts (Zero Waste Scotland): https://www.zerowastescotland.org.uk/resources/zero-waste-scotland-publishes-nations-most-depth-material-flow-accounts-date Europe losing critical minerals in its waste streams (Yahoo Finance / The Cool Down): https://uk.finance.yahoo.com/news/europe-losing-hidden-stockpile-lithium-222500520.html The New Bottom Line: Policy levers for resale & repair in fashion (Ellen MacArthur Foundation): https://www.ellenmacarthurfoundation.org/policy-levers-for-resale-and-repair/report Unilever and PepsiCo on the challenges of flexible packaging (Packaging News): https://www.packagingnews.co.uk/news/markets/household-products/unilever-and-pepsico-unlock-the-potential-of-paper-based-flexible-packaging-across-the-globe-01-06-2026 Find out more about our work here: www.ellenmacarthurfoundation.org Follow us online on these channels:  Instagram: http://instagram.com/EllenMacArthurFoundation  LinkedIn: https://www.linkedin.com/company/ellen-macarthur-foundation/  Website: http://www.ellenmacarthurfoundation.org

Two critical minerals projects on the West Coast are getting up to $50 million from the Crown to co-fund the construction of processing facilities. The money will come from the $80 million ring-fenced in the Regional Infrastructure Fund to support development in the sector. But the deal comes against the backdrop of negotiations between the United States and New Zealand about the supply of critical minerals to the US. Business reporter Anan Zaki has more.

You won't want to miss this episode with Jack Prandelli from Switzerland. As an international trader and Substack Author, Jack has been on target with his articles on global oil and Gas Markets. Check out The Merchant News Substack: https://themerchantsnews.substack.com/Follow Jack on X @jackprandelliConnect with Jack on LinkedIn: https://www.linkedin.com/in/prandelligiacomo/1. LNG (Liquefied Natural Gas) Supply & GeopoliticsThe hosts discuss Shell's report on increasing LNG demand and how the U.S. is positioning itself as the world's most reliable LNG supplier. Key points include:Damage to Qatar's Ras Lafanne facility (70% production loss) has shifted market dynamicsThe U.S. is signing long-term LNG contracts with Asian clients, displacing QatarEurope faces competition with Asia for U.S. LNG supplies due to lost Russian gasThis represents a major geopolitical win for the U.S.2. Critical Minerals & Copper Supply ChainExtensive discussion on copper's critical role in energy transition and manufacturing:Copper is essential for AI, green energy, and electrificationChina controls over 50% of global copper refining capacity, creating strategic dependencyThe U.S. lacks domestic processing infrastructure despite abundant lithium reservesThis supply chain vulnerability gives China significant leverage over Western economies3. Oil Prices & Trump's StrategyAnalysis of Trump's focus on lowering oil prices before midterm elections:Discussion of the "crack spread" (refining margin) and why lower crude prices don't immediately translate to lower gas pricesStrategic use of the U.S. Strategic Petroleum Reserve for exports and refiningComparison with China and India's government pressure on refineries to keep prices lowThe importance of reopening the Strait of Hormuz for oil transit4. India's Rising Oil Demand & Russia-India PartnershipIndia emerges as a critical player in global energy markets:India will lead global oil demand growth by 2050India increasingly imports Russian oil despite sanctionsA strategic partnership is forming where Russia exports crude to Indian refineries, which then supply Russia with refined productsThis relationship reduces Russia's dependence on China5. Geopolitical Realignment & Energy DominanceBroader discussion of shifting global power dynamics:The U.S. is reasserting control over South American oil resources (Venezuela, Argentina)China's strategic oil reserves strategy and patient approach to purchasingThe fragmentation of the world into competing trading blocs (U.S., China, Russia, India, Saudi Arabia)Soft power and hard power strategies in energy markets6. California's Energy Crisis & Renewable FailuresA cautionary case study on premature green energy transition:California's net-zero policies have devastated oil production (from 2,000 wells/year to 17 in 2025)Refining costs in California ($15/barrel) are 3x higher than Texas ($5/barrel)California now imports 40-60% of its diesel, jet fuel, and gasoline from AsiaOnly 6-7 refineries remain (down from 38), with more slated to close7. Renewable Energy Reality CheckCritical analysis of the renewable energy transition timeline:$10.2 trillion spent on wind and solar has only yielded 3% energy gainCurrent battery storage technology is insufficient for grid-scale implementationNuclear energy is more reliable but faces uranium supply chain concernsThe hosts advocate for lowest-cost, lowest-environmental-impact energy solutions8. Strategic Energy IndependenceOverarching theme about national security:Energy security must start at home with domestic productionEnergy dominance is demonstrated through exportsOver-reliance on foreign supply chains (especially China) creates vulnerabilitiesThe U.S. should leverage its oil and gas advantages while developing nuclear capacityThe podcast emphasizes that global energy markets are in flux, with the U.S. reasserting dominance, new trading blocs forming, and critical mineral/metal supply chains becoming geopolitical battlegrounds. The hosts argue that premature abandonment of fossil fuels without adequate alternatives is economically and strategically dangerous.Check out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energyAnd we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/

Stijn Schmitz welcomes Michael Gentile to the show. Michael Gentile is Strategic Investor & Co-Founder, Bastion Asset Management. Gentile remains very bullish on precious metals, maintaining a five-to-ten-year investment horizon. He argues that short-term volatility in gold and silver does not alter the long-term macro thesis driven by unassailable U.S. debt levels. With U.S. debt approaching $40 trillion and interest expenses potentially consuming 40% of government revenues, Gentile sees currency debasement as the only path forward, which favors gold. He notes that while central bank buying has driven gold's rise from $1,350 to over $4,000, mainstream investors still allocate only 1-2% of portfolios to gold, leaving significant room for a second wave of demand that could turbocharge prices. Gentile highlights a historic opportunity in gold equities, where producers are generating record free cash flow due to expanding margins—from $400 to $2,000 per ounce—while tech company free cash flow dries up. This undervaluation extends to junior miners, where he focuses on resource-stage companies with assets that can realistically become mines. He seeks companies trading at $20-$50 per ounce in the ground that could be acquired for $300-$500 per ounce as majors deploy their high margins. He stresses that most juniors will never become mines, so rigorous asset selection is critical. Beyond gold, Gentile discussed his first royalty investment in Silver Crown Royalties, attracted by its pure silver focus, cost-of-capital advantage, and ability to monetize byproduct silver from gold mines. He sees copper as having strong long-term supply-demand dynamics but finds better value in junior copper developers with buildable assets. He avoids niche commodities like tungsten due to unpredictable long-term pricing and stays away from short-term trading in oil and gas or fertilizer inputs, preferring deep, broad markets. Gentile announced a European roadshow in October, including a London conference featuring his top 20 portfolio companies. Timestamps: 00:00:00 – Introduction 00:01:05 – Bullish on Precious Metals 00:03:21 – Impact of Middle East Conflict 00:08:53 – US Government Debt Analysis 00:13:48 – Gold Trend & Value 00:15:40 – Gold Producers Opportunity 00:19:12 – Why Juniors Provide Leverage 00:24:52 – Recent Big Investments 00:30:10 – Silver Crown Royalties Position 00:34:47 – Silver Thesis 00:38:42 – Critical Minerals like Tungsten 00:42:33 – Oil and Gas Outlook 00:46:06 – Copper Market Analysis 00:51:15 – Coal and Other Commodities 00:56:21 – Roadshow and Newsletter Guest Links: LinkedIn: https://www.linkedin.com/in/michael-gentile-01028552 Website: https://www.bastion-am.com/ Mining & Metals European Roadshow: https://saturdaymorningmining.subscribepage.io/ Michael Gentile, CFA is Founding Partner & Senior Portfolio Manager at Bastion Asset Management. Before founding BAM, Michael was Vice President and Senior Portfolio Manager at Formula Growth Ltd for over 17 years. Michael co-managed the FG Alpha Fund (US SMid equity market neutral) between 2012 and 2018, co-managed the FG Focus Fund (US SMid long short strategy) between 2014 and 2018. Since leaving FG in 2018, Michael has been very successful investing in the gold sector also acting as Strategic Advisor and Director for several companies in the natural resource sector. Michael graduated with Great Distinction from the John Molson School of Business (Concordia University) with a Bachelor of Commerce (Finance) and received the Calvin Potter Fellowship from Concordia's Kenneth Woods Portfolio Management Program. He also holds the Chartered Financial Analyst designation (CFA)

"The climate crisis has roots in fossil fuels, but at the same time, fossil fuels fund this Russian inversion to Ukraine. So it means this is a fossil fuel war. If we will actually fight against our overall actually dependency on fossil fuels in the same way we will fight against climate change." Svitlana Krakovska, Ph.D. on Electric Ladies Podcast With so much geopolitical chaos and dangerous heat waves and other extreme weather, we have vivid reminders that climate change is a security "threat multiplier," as former Defense Undersecretary Sherri Goodman says. How? Listen to this live recording of a "Fireside Chat on Climate Security" at The Earth Day Women's Summit at Earthx2025 with two extraordinary experts and Electric Ladies Podcast's Joan Michelson about the issues at the intersection of climate change, security and sustainability. You'll hear from: ·        Svitlana Krakovska, Ph.D., the top climate scientist in Ukraine ·        Mirian Vilela, Executive Director of Earth Charter International Secretariat & Center for Education for Sustainable Development ·        Joan Michelson, Executive Producer of The Earth Day Women's Summit and host of Electric Ladies Podcast.   "We are looking at business and (the) economy and make bigger decisions without looking at it through a lens that sees the interconnectedness of all these social and environmental challenges. [We have] to expand our planetary consciousness and deepen our ethical responsibility with the wellbeing of humans across cultures and nations." Mirian Vilela on Electric Ladies Podcast   You'll also like: ·        Critical Minerals, A.I. & Climate Change - with Liv Carroll, Critical Minerals Expert and former Managing Director, EMEA Mining Lead and Global Natural Resources Lead for Data and A.I. at Accenture ·        Sherri Goodman, former Deputy Undersecretary of Defense, on climate change as a security threat. ·        Can Cities Thrive in a World of Polycrises? _ with Lauren Sorkin, Co-Founder and Executive Director, Resilient Cities Network ·        Food, Fashion & Ag vs. Climate Change – from The Earth Day Women's Summit 2025, with top scientists and innovators in these fields ·        What's The Role Of Business Today In Addressing The Climate Crisis? - from The Earth Day Women's Summit 2025, with top business leaders ·        Joan Michelson's Forbes article on How Climate Change Is Reshaping Global Security And The Military.   Elevate your career with expert coaching and ESG advisory with Electric Ladies Podcast. Unlock new opportunities, gain confidence, and achieve your career goals with the right guidance. Subscribe to our newsletter to receive our podcasts, articles, events and career advice – and special coaching offers. More from Electric Ladies Podcast! Thanks for subscribing on Apple Podcasts, iHeart Radio and Spotify and leaving us a review! Don't forget to follow us on our socials Twitter: @joanmichelson LinkedIn: Electric Ladies Podcast with Joan Michelson Twitter: @joanmichelson Facebook: Electric Ladies Podcast

This week on Peaks to Power, dig into artificial intelligence, critical mineral mining, and national laboratory collaborations:Minnesota-based NLR researcher Ryan King is using AI to bolster critical mineral supply chains , thanks in part to a partnership with the University of Minnesota's Natural Resources Research Institute.NLR's Amanda Kolker and David Digon were named fellows in the U.S. Department of Energy's Oppenheimer Science and Energy Leadership Program, enhancing collaboration across the national lab network. Find the episode transcript here. This episode was hosted by Kerrin Jeromin and Taylor Mankle, written and produced by Allison Montroy, Hannah Halusker, and Kaitlyn Stottler, and edited by Taylor Mankle, Joe DelNero, and Brittany Falch. Graphics are by Brittnee Gayet. Our title music is written and performed by Ted Vaca and episode music by Chuck Kurnik, Jim Riley, and Mark Sanseverino of Drift BC. Peaks to Power is created by the U.S. Department of Energy's National Laboratory of the Rockies in Golden, Colorado. Email us at podcast@nlr.gov. Follow NLR on X, Instagram, LinkedIn, YouTube, Threads, and Facebook.  

Interview with Craig Lindsay, CEO, US Operations of Resolution MineralsRecording date: 24th June 2026Resolution Minerals Limited (ASX:RML) is advancing its Horse Heaven project in Idaho at a moment when US policymakers are actively prioritising domestic supply chains for antimony and tungsten which are of limited substitutes and outsized exposure to Chinese supply concentration. China currently processes approximately 80% of global antimony supply and mines around 60% of it, a dynamic that has previously resulted in export restrictions to North America and has elevated supply security to a national policy concern.Horse Heaven sits directly adjacent to Perpetua Resources' Stibnite project, a permitted Idaho gold mine valued at ~$4 billion that has drawn US government and military attention partly due to its antimony content. Resolution's differentiation lies in grade: its antimony veins, ranging from a few inches to a couple of feet thick, average approximately 40%, against Stibnite's sub-1% grade. Because Stibnite's antimony will be recovered only as a byproduct of gold production, Resolution's near-surface, standalone veins may offer a more direct and capital-efficient route to extraction.Craig Lindseay, CEO of US Operations, has overseen approximately $47 million raised over the past six months, predominantly from Australian investors, and the company is now progressing toward a NASDAQ listing intended to broaden access to deeper US capital markets. Resolution is also engaging directly with federal policymakers and the Department of War, and is a member of the Defense Industrial Base Consortium, a channel for accessing critical minerals supply chain funding. Grant applications have been submitted, though outcomes remain undisclosed.Notably, management has been explicit that government capital is not treated as a precondition for project viability. Lindsay stated that the project's high grades and near-surface mineralisation should allow it to function as a standalone development, with government support sought primarily through permitting assistance rather than direct funding dependency. This is reflected in the company's recent award of Fast-41 status, a federal designation that subjects the US Forest Service's permitting process to defined timelines via the Permitting Council, addressing what is widely regarded as the principal bottleneck across the mining sector.On infrastructure, Resolution has acquired a 25-acre private parcel containing the historic Johnson Creek Tungsten Mill, offering more permitting flexibility than public land. The company is pursuing a phased strategy toward early revenue: existing tungsten stockpiles would be sold to third-party processors in the near term, while a bulk sample extraction permit application for a minimum of 500 tons of high-grade antimony material which is roughly equivalent to two years of US military demand is also in progress.A 45,000-foot drill programme is underway, with results expected from late July through year-end and a maiden resource estimate targeted for Q1 2027. The project remains pre-resource and pre-permit for full-scale production, and funding, listing, and permitting outcomes remain pending.View Resolution Minerals' company profile: https://www.cruxinvestor.com/companies/resolution-minerals-ltdSign up for Crux Investor: https://cruxinvestor.com

Critical Minerals, Energy and A.I. – Liv Carroll, Critical Minerals Expert, former Managing Director - EMEA Mining Lead and Global Natural Resources Lead for Data & A.I. at Accenture   "The energy transition is certainly where critical minerals started, but now we're obviously supporting all of the digital technology and the AI infrastructure such as data centers and others…now, there are conversations addressing the minerals required to feed this ginormous population of over 8 billion that we have because that is actually not possible without mining certain minerals that then go into the fertilizers to ensure that we have sufficient yields to feed the population of the planet…There's another factor as well as them being at risk of a supply shock." Liv Carroll on Electric Ladies Podcast   There are uses of critical minerals that we may not think about, such as how they are critical to our food supply. Now we have a huge need for them with the rapid expansion of data centers and A.I. as well as the rest of our electronics, appliances, computers, automobiles, weaponry and aircraft. But they are also at the mercy of geopolitical and economic forces, and the climate. What do we need to know? Listen to Liv Carroll, a top critical minerals expert for over 20 years who recently served as Managing Director - EMEA Mining Lead and Global Natural Resources Lead for Data & A.I. at Accenture in this illuminating conversation with Electric Ladies Podcast host Joan Michelson. Liv has also served on the board of Women in Mining and on the board of the Global Mining Guidelines group for many years. You'll hear about: ●        How critical minerals are vital to our food supply for this massive population. ●        Where and how critical mineral supplies are at the mercy of geopolitical and economic forces, as well as climate change. ●        The role of critical minerals in "responsible A.I."….and so much more. ●        Plus, career advice, such as:   "I think it's really important to gather along the way a number of people that you feel it's not just that they wave a flag for you and they're a cheerleader, but you feel that they seriously, they see you, you don't have to explain yourself for what you meant by something that you said to them…the people who really get you, you don't have to elaborate.… And they are often not in the company you are working in at the moment.  They could in fact be a boss from a previous company….The other piece of advice I would say is continue adding strings to your bow. And they might not be the strings that you think you would want or need, but as you get into later stages in your career, they're the strings that will stand you apart." Liv Carroll on Electric Ladies Podcast   Subscribe to our newsletter to receive our podcasts, blog, events and special coaching offers.   You'll also like: ·       Critical Minerals 101: Abby Wulf, Critical Minerals Expert, Former Head of Critical Minerals at the Dept. Of Energy, & Center for Critical Minerals Strategy ·       The State of Energy Today Might Surprise You - with Lisa Jacobson, President of the Business Council for Sustainable Energy on their 2026 Energy Factbook ·       Managing IT in the Midst of a Tech Revolution - with Elizabeth Hackenson, Chief Information Officer, Schneider Electric ·       What We Can Learn From Canada's Energy Policies – with Claire Seaborn, energy attorney and former Chief of Staff to the Canadian Minister of Energy and Natural Resources ·       Reducing The IT Sector's Carbon Footprint – with Monica Batchelder, Chief Sustainability Officer of HPE (Hewlett Packard Enterprises) ·       Making Computers Sustainably – with Page Motes, Chief Sustainability Officer at Dell Technologies Subscribe to our newsletter to receive our podcasts, blog, events and special coaching offers. Thanks for subscribing on Apple Podcasts or iHeartRadio and leaving us a review! Follow us on Twitter @joanmichelson

Send me a messageHow much do we really know about the minerals powering the energy transition?In this episode of the Resilient Supply Chain Podcast, I'm joined by Johan Oosthuizen, a responsible sourcing specialist based in South Africa, working across mining, operations, supply chain governance, and regulatory due diligence. His perspective matters because he works in the uncomfortable gap between boardroom expectations and site-level reality, which is exactly where supply chain resilience either holds firm or quietly comes apart.You'll hear how critical mineral supply chains are being stretched by the booming demand for batteries, EVs, and energy storage, while compliance, data, and visibility struggle to keep pace. We break down why self-reporting is structurally weak in high-risk mineral chains, and why third-party verification is becoming less of a nice-to-have and more of a strategic necessity.Johan also explains why a mine is not simply “one company digging a hole”. It is an ecosystem of contractors, labour providers, suppliers, communities, regulators, and investors. You might be surprised to learn that a mine employing 1,000 to 2,000 people directly may need around 10,000 people in the first tier alone to support it. Tiny governance gaps can become very large operational risks. Funny how supply chains keep refusing to behave like neat little org charts.We also explore how audit data can move beyond compliance and become a tool for supplier development, sustainability, risk reduction, and real supply chain resilience.

Day two of the G7 summit in France focused on critical minerals and trade. Plus: Monocle’s Sophie Monaghan-Coombs reports from Art Basel. And: the Tokyo Music Hour features Thai musician Notep.See omnystudio.com/listener for privacy information.

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

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