Podcasts about critical minerals

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

Meredith Schwartz is an associate fellow for the Critical Minerals Security Program at the Center for Strategic and Internationals Studies (CSIS). In this interview Meredith discusses the mandate of CSIS, China export restrictions, the Vault Project and how the U.S. government is reducing its reliance on China for rare earths. To learn more about the Critical Minerals Security Program https://www.csis.org/programs/critica...To learn more about Meredith Schwartz https://www.csis.org/people/meredith-...*For business inquires, please reach out at info@bloorstreetcapital.com*This video/interview is not financial advice. This channel, Bloor Street Capital, is not responsible for the performance of its guests, sponsors or affiliates. WAIVER & DISCLAIMERIf you register for this webinar/interview you agree to the following: This webinar is provided for information purposes only. All opinions expressed by the individuals in this webinar/interview are solely the individuals' opinions and neither reflect the opinions, nor are made on behalf of, Bloor Street Capital Inc. Presenters will not be providing legal or financial advice to any webinar participants or any person watching a recorded version of the webinar. The investing ideas and strategies discussed on this webinar/interview are not recommendations to buy or sell any security and are not intended to provide any investment advise of any kind, but are made available solely for educational and informational purposes. Investments or strategies mentioned in this webinar/interview may not be suitable for your particular investment objectives, financial situation, or needs. You should be aware of the real risk of loss in following any investment strategy discussed in this webinar/interview. All webinar participants or viewers of a recorded version of this webinar should obtain independent legal and financial advice. All webinar participants accept and grant permission to Bloor Street Capital Inc. and its representatives in connection with such recording. The information contained in this webinar/interview is current as of July, 2026 the date of this webinar/interview, unless otherwise indicated, and is provided for information purposes only. Bloor Street Capital Inc. was paid a fee for organizing and producing this event.

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.

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

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

This episode brings together leaders from across the metals and minerals ecosystem to discuss how evolving tax, trade and fiscal policy frameworks are reshaping supply chains throughout the Americas.

Which startups are solving Europe's two key circular economy challenges: automated disassembly and critical raw materials recovery? This episode covers the Circular Technology Award, launched by Circular Republic and Knorr-Bremse, to back startups working in both fields. Matthias Ballweg, co-founder of Circular Republic, and Oliver Klug, Chief Strategy and Transformation Officer at Knorr-Bremse, explain why they created the award, what they learned from the applicants, and why they paired prize money with proof-of-concept partnerships instead of funding alone. What you'll hear in this episode: • Why automated disassembly is finally viable, and what the robots can now do that they couldn't five years ago. • How two very different approaches recover critical raw materials in Europe: hydrogen to reclaim rare earth magnets, and low-temperature salts to pull metals from electronic scrap. • What corporates like Knorr-Bremse look for before adopting a startup's technology. The four winning startups then present what they've built: Xavier Kohll from R3 Robotics and Tomaso Manca from Hiro Robotics winners in automated disassembly, Carlo Burkhardt from HyProMag and Fred White from DEScycle winners in critical raw materials recovery. This is the final episode of the IFAT Munich 2026 series, recorded live at the fair.

In this Daily Editorial, I chat with TG Watkins, Director of Stocks at Simpler Trading and Editor of the Profit Pilot website. The rotation trend continues from mega-cap tech leadership out into a variety of market sectors, and then some sectors that have been under selling pressure, may have found short-term support for tradable rallies. TG provides the technical signals he is watching in tech, biotech, housing, cryptos, gold, copper, critical minerals, and oil.   Key Discussion Points Broad Market Expansion: Discover why the current rally is broadening out significantly beyond just mega-cap tech giants, and how the Russell 2000 (IWM) and equal-weight S&P (RSP) are showcasing underlying market strength. Interest Rates & Inflation Outlook: TG shares his contrarian perspective on bonds, and why he is looking to buy dips in the (TLT), in anticipation of neutral rates for now and eventual dovish monetary policy.  If rates have topped out for now, then this creates a favorable backdrop for small cap stocks, like Rice Acquisition Corp (KRSP), and consumer stocks with a traditionally higher cost of capital. Strength in Housing Stocks: This environment of peak interest rates that may roll over lower, is also constructive for real estate & housing, where he has noted recent strength in State Street SPDR S&P Homebuilder ETF (XHB), Opendoor Technologies (OPEN), and AirBnB Inc (ABNB). Surging Biotech Stocks: Biotech stocks have been very strong recently, but may be reaching buying exhaustion soon. TG has had his subscribers long the sector since May in ETFs like ARK Genomic Revolution ETF (ARKG),  Direxion Shares Daily S&P Biotech Bull 3X ETF (LABU), Tempus AI (TEM), and Intellia Therapeutics (NTLA). The Cryptos Are Seeking Support: From the shifting dynamic of crypto miners into AI power generation to a technical breakdown of Bitcoin, Ethereum, and crypto repositories - find out if a digital asset turnaround is on the horizon. We look at the cryptos themselves like Bitcoin (BTC), Ethereum (ETH), and crypto-adjacent equities like MicroStrategy (MSTR), TeraWulf (WULF), Iris Energy (IREN), Galaxy Digital (GLXY). Precious Metals Have Only Provided Bounces In Downtrends: An in-depth look at where Gold (GLD), Silver (SLV), and the VanEck Gold Miners ETF (GDX) might find technical support, after breaking down through key moving averages the last few months.  Thus far all we've seen is relief rallies in broader PM downtrends. Copper Has Been Rangebound:  When contrasted against many metals, Copper and copper stocks have been more resilient, but have been in a whipsaw trendless market over the last few weeks.  TG has sold out of copper stocks like Trekor Metals Ltd {formerly Taseko}, (TGB) and Southern Copper Corp (SCCO) until he sees more solid technical evidence of a break and trend in one direction or another. Critical Minerals Overbought and Taking A Breather:  After outsized moves this year, the narrative adjustment in AI datacenters and media focus, has seen the critical minerals stocks roll over after getting overbought on the charts.  The VanEck Rare Earth/Strategic Metals ETF (REMX) and lithium and energy storage leaders like Albemarle Corp ALB have been rolling over after solid runs in 2026. Oil Was A Short A Few Weeks Back, But May See A Bounce:   TG noted the geopolitical effects on the oil price, after the MOU was signed between the US and Iran ending the hot war, but sees oil as technically oversold at this point. The technically oversold setup is similar in the State Street Energy Select Sector Index SPDR ETF (XLE), where a short-term relief rally would not be a surprise.   Click here to visit TG's site – Profit Pilot – https://www.profit-pilot.com/   Click here to visit the Profit Pilot YouTube page – https://www.youtube.com/@Profit-Pilo   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.    

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.

In this weekend show, we replay the most popular Daily Editorials from the week. We feature Mike Larson and Robert Sinn both analyzing a volatile first half of 2026. The key theme uniting both interviews is the concept of a "market halftime", evaluating the massive rotations out of mega-cap tech, identifying potential bottoms in precious metals and crypto, and capitalizing on the global macro shifts driving energy and critical minerals.    Segment 1 & 2 - Mike Larson, the editor-in-chief at The Money Show, kicks off the show to break down the shifts within the financial markets at the midpoint of the year. Larson provides a detailed review of the stark contrast between the first and second halves of the year, highlighting the massive rotation out of red-hot technology and AI sectors into underperforming areas like healthcare, while also noting that critical minerals are presently eclipsing precious metals as a focal point for generalist investors due to global supply chain and national security policies. Click here to find out about the upcoming MoneyShow conferences - https://www.moneyshow.com/   Segment 3 & 4 - Robert Sinn, also known as "Goldfinger" on CEO.ca and "CEO Technician" on X, who is the publisher of Goldfinger Capital on YouTube and Substack. In the segment, Sinn shares his technical and fundamental analysis of the precious metals sector, highlighting a strong Q3 rebound for gold and silver, while discussing the potential for mining stocks to outperform later in the summer despite recent market drawdowns.  Follow Robert's analysis on Substack   If you enjoy the show, be sure to subscribe to our podcast feed (KER Podcast), YouTube channel, and follow us on X for more market commentary and company interviews. Don't forget to subscribe and leave us a review!   For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/   Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

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/

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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.  

Dr Lebohang Pheko – Senior research fellow, Trade Collective SAfm Market Update - Podcasts and live stream

This evening, we wrap up the day's market movements with Sanlam Investment Multi-Manager, unpack how Africa can take ownership of the critical minerals rush with Trade Collective, examine the latest municipal electricity tariff increases with Looksee, explore the acquisition of mining entities with Differential Capital, discuss how to identify value traps with Allan Gray, and, in this week's Executive Lounge, we follow the journey of Peet Cilliers from Legend Golf & Safari Resort. SAfm Market Update - Podcasts and live stream

Aftermath Silver Chairman Michael Williams joined Steve Darling from Proactive to discuss the company's new strategic advisory engagement with Global Frontier Advisors (GFA) and the formation of an Advisory Board to help position its Berenguela silver-copper-manganese project in Peru as a potential critical minerals source for U.S.-aligned supply chains. Williams said the company has entered into a formal Advisory Services Agreement through its newly formed U.S. subsidiary, U.S. Critical Minerals Corp. (USCMC). As part of that process, Aftermath has appointed three founding GFA partners as inaugural members of the Advisory Board: Lieutenant General David Bellon (USMC, Ret.), Lieutenant General Michael S. Groen (USMC, Ret.), and Ambassador James “Jimmy” Story (Ret.). The board has been established to support the strategic positioning of the 100%-owned Berenguela project, which contains silver, copper, and manganese and could become an important source of critical materials for U.S. battery, industrial, and defense-related supply chains. Aftermath said the company is evaluating partnerships, offtake agreements, and funding structures to help advance Berenguela in alignment with U.S. efforts to secure Western Hemisphere critical mineral feedstock for domestic refining and manufacturing capacity. Management believes this creates an opportunity to position Berenguela as a strategically important project within North American critical minerals policy. With the new advisory board in place, USCMC gains access to senior-level expertise and relationships across the U.S. national security, defense, energy, and development finance communities. Aftermath said the advisors are expected to help the company engage with relevant government departments and agencies while also identifying potential eligibility for federal and state funding programs. These could include opportunities under the Defense Production Act, as well as programs administered by the U.S. Department of Energy, the Export-Import Bank of the United States, and the U.S. International Development Finance Corporation. Management believes the advisory engagement strengthens Aftermath's ability to pursue strategic partnerships and financing options that could accelerate development of Berenguela as a potential long-term source of critical minerals for U.S.-based supply chains. #proactiveinvestors #aftermathsilverltd #tsxv #aag #otcqx #aagff #CriticalMinerals #Berenguela #SilverMining #CopperMining #Manganese #USSupplyChain #DefenseMaterials #BatteryMaterials #MiningNews

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

Nick Hodge, Co-Owner of Digest Publishing and editor of Foundational Profits and Underground Alpha, joins us for our monthly longer-format discussion on assortment of messy macroeconomic factors, how he is navigating the bearish metals price trends, and portfolio management strategies in select gold, copper, lithium, rare earths, and uranium stocks.   We start off reviewing the mix of messy macroeconomic movers like: Market effects from the rising US Dollar – over 100 and climbing Rising short-term interest rates at the short-end of the yield curve due to Fed policy and Warsh's meeting and press conference last week; contrasted against flattening rates at the long-end of the curve Rising inflation readings, but wild fluctuations between monthly and quarterly trends Knock-on effects from geopolitics and continued uncertainty around the US/Iran MOU and supposed reopening of the Strait of Hormuz. Fluid situation causing increased volatility and impulsive reactions in both directions Sovereign debt loads and how rising rates will pressure global governments Capex investments in AI data-center build-outs are ongoing.      The majority of the macro news has been a headwind to the commodities sector, but it is a messy situation because there are positive tailwinds present at the same time.  We discussed the pullback in oil prices, in precious metals prices, and copper prices and how Nick is navigating these markets. After touching the hot stove in a few instances, (after taking a nibble at the GDXJ only to see it fall a bit further), he is not interested in trying to pick a bottom or “catch the falling knife” in most commodities. Nick would prefer to see a sustainable real low put in for each respective commodity, like the PMs or Oil or Copper, and for a new uptrend to assert itself before deploying any more new capital. He is more than happy to have a certain portfolio weighting to cash to wait out any more near-term market corrections, and is willing to deploy more cash once the turn higher is more clear.   With regards to portfolio management, Nick is concentrating his portfolio into less positions and fortifying his highest conviction investment stories with compelling catalysts.  He is more likely to trim or sell positions that were picked up based on bullish metals price direction, or as a result of spinouts, or where he is not as confident on the assets or management teams.  He recommends investors take inventory of what they own, and the investment case for why they own it and only be in the higher conviction stories.   Nick highlighted Gladiator Metals Corp. (TSXV: GLAD) (OTCQB: GDTRF) for copper, and Revival Gold Inc. (TSXV: RVG) (OTCQX: RVLGF) for gold as 2 positions he has held for some time in his portfolio that he is happy to hold through any more volatility and even add to in their weighting.  He points out that both companies have solid management teams and projects, and both still have a lot of drilling on tap for this season as a catalyst. There are also gold stocks on his watchlist that are becoming more attractive during this ongoing sector correction, like Mayfair Gold Corp. (TSXV: MFG) (NYSE American: MINE), Tiernan Gold Corp. (TSXV : TNGD), or copper stocks like Amerigo Resources Ltd. (TSX: ARG) (OTCQX: ARREF) or Ero Copper Corp. (TSX: ERO, NYSE: ERO) that he is keeping a close eye on for a potential future position.   When reviewing where he is seeing the most strength in the commodities sector, Nick highlights the Critical Minerals as having been the most resilient. He points out that the Global X Lithium and Battery ETF (NYSE: LIT) and lithium developers like Q2 Metals Corp. (TSX.V: QTWO) (OTCQB: QUEXF) and PMET Resources Inc. (TSX: PMET) (ASX: PMT) (OTCQX: PMETF) have held up better than most other metals or resource stocks. Nick highlights the ongoing direct investment and policy initiatives into the rare earths processors, separators, recyclers, noting prior investments into USA Rare Earth, Inc. (Nasdaq: USAR), MP Materials (NYSE: MP), or the news this week where Energy Fuels Inc. (NYSE American: UUUU) (TSX: EFR) was approved for a $725 million financing commitment from the Department of War, U.S. Office of Strategic Capital, to support infrastructure and capacity to process rare earth elements and other critical materials. Uranium and nuclear stocks have also been soft ever since the big move up in January, but Nick outlined the continued support from many sovereign nations to invest in both their nuclear infrastructure as well as uranium miners with projects of significance. Cameco Corporation (TSX: CCO; NYSE: CCJ) announced yesterday a conditional commitment for a loan package of up to US$17.5 billion by the US Department of Energy's (DOE) Office of Energy Dominance Financing (EDF) to reenergize the large-scale nuclear reactor supply chain, drive down costs, and accelerate the deployment of AP1000 reactors in the US and globally.   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.    

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.

Sean Brodrick, Editor of Wealth Megatrends, Supercycle Investor, Resource Trader, and contributing analyst to Weiss Ratings Daily, joins me to discuss his investing outlook across multiple resource and energy sectors, now that there is a de-escalation in the Iran war and the potential reopening of the Strait of Hormuz.  He shares how he is viewing oil, natgas, nuclear and uranium, copper, gold, silver, and other critical minerals and defense metals like rare earths, antimony, and tungsten.   We start off discussing why he remains medium-term bullish on the traditional energy sector, and why he is not abandoning his oil and natgas stocks just because oil prices have pulled back on the potential Iran peace deal.  Sean points to the substantial damage to energy infrastructure in a few countries in the Middle East, and outlines that the recovery will take time and be a process.   He also brought up how the higher energy prices may have accelerated some consumers and even countries to transition over sooner to electric vehicles. This led into a discussion on the sources of power generation that stood to benefit in that scenario, which Sean highlighted would be a boon for natural gas and nuclear power plants, and that he still has exposure to power and utility stocks for exposure to that megatrend.    The discussion on power generation naturally pivoted into the supply/demand picture developing for copper and copper stocks.  Copper stocks have held up much better than the precious metals over the last few months, and copper prices are still up near all-time high levels.  Sean flagged some of his copper positions as having been some of of the more profitable areas of his portfolio over this year, and is holding onto what he has, and recommending a new copper/gold producer to his subscribers this week.   The conversation then turned to the recent bounce in the precious metals sector.  We noted how gold, silver, and the precious metals equities had violated their 200-day moving average support over the last 2 weeks, with a very hard selloff last week, that eventually gave way to a rebound starting the end of last week and carrying, thus far, into the first couple days of this week.  Sean has been nibbling a little bit lately on PM stocks into this bounce, but wants to see more follow-through strength to get more aggressive in adding to positions.   Rounding out the commodities sector, we shifted over to his constructive view of defense metals like the heavy rare earths, antimony, and tungsten, and how he expects to see more direct investments and policy and fiscal support for critical minerals projects.   Wrapping up we mused on if the SpaceX IPO and Anthropic IPO were causing rotation out of the resource stocks, and could be responsible for some of the recent weakness across the sector.   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.  

Trade wars, resource shortages, and the AI-driven scramble for critical minerals are exposing the fragility of our current economy.  And for businesses still operating on a linear model, the vulnerabilities are becoming impossible to ignore. The global economy isn't just being disrupted, it's being restructured.  In this episode, Seb is joined by Julia Binder, Professor of Transformation at IMD Business School, and Manuel Braun, entrepreneur and co-author of The Circular Business Revolution, to explore why circularity has moved from the sustainability agenda to the boardroom. They discuss: Why today's disruptions are structural, not episodic, and what that means for supply chains How the circular economy offers a direct answer to resource dependency and geopolitical risk The shift from an impact case to a business case, and how to have that conversation with your CFO What companies like Hilti are doing differently, and what executives can act on tomorrow Mentioned in this episode: IMD circular value creation courses for leaders: https://www.imd.org/sustainability/cvce/creating-value-circular-economy/ Material Advantage: How circular strategies drive business value: https://www.imd.org/ibyimd/innovation/material-advantage-how-circular-strategies-drive-business-value/ Circular Business Revolution book: https://www.imd.org/research-knowledge/books/the-circular-business-revolution/ Startup landscape: https://www.circular-republic.org/insights/circular-startup-landscape-2026 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

Can Europe secure the critical raw materials it needs without stepping back from global trade? Recorded at the Circular Sovereignty Forum at IFAT Munich, with Susanne Kadner of Circular Republic, João Merico of the Ellen MacArthur Foundation, and Roland Gauß of EIT Raw Materials, on the link between circularity, geopolitics, and supply security. What you'll hear in this episode: • What companies actually want from EU regulation: predictability above all. First movers need to know the rules they invested in will not be reversed by the next reform. • Why recycling alone will not close the gap. Reuse, leasing, and product as a service have to scale alongside it, even when fast innovation cycles make reusing yesterday's components harder. • Why venture money is shifting toward Europe as US green subsidies are rolled back, and where Europe still loses ground on a level playing field. The episode also covers Europe's urban mines and the secondary raw materials in them, and the case for diversifying supply rather than concentrating it on single suppliers. This is the first episode in the Circularity.fm IFAT special, recorded at IFAT.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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