Podcasts about critical minerals

In this episode, mining and commodities expert Mikhail Zeldovich joins host Constantin Kogan for a rare deep dive into the real engines of the global economy — critical minerals, geopolitics, and the future of resource investing.From BCG to Rio Tinto to negotiating in Beijing and analyzing assets in remote mining camps, Mikhail brings nearly two decades of on-the-ground experience across metals, energy transition, and global supply chains.He breaks down:⚒️ How he “accidentally” entered mining at BCG — and why he never left

Brad Kitchen, CEO of Element One Hydrogen and Critical Minerals (CSE: EONE) explains why hydrogen is completely changing the game when it comes to energy production and generation worldwide. Brad hones in on reasons why investors should be paying attention to this critical commodity, along with unpacking how Element One fits into the picture, with their exclusive hydrogen extraction technology and their projects in British Columbia and Alaska.Element One Hydrogen Website: https://e1-h2.comFollow Element One on X: https://x.com/Element_One_H2Disclaimer: Commodity Culture was compensated by Element One Hydrogen and Critical Minerals for producing this interview. Jesse Day is not a shareholder of Element One Hydrogen and Critical Minerals. Nothing contained in this video is to be construed as investment advice, do your own due diligence.Follow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

In this episode of the Energy Newsbeat Daily Standup, Stuart Turley breaks down the DOE's $1 billion loan to restart Three Mile Island and why it marks a major win for American energy security and nuclear renaissance. He then dives into how China now sets the floor and ceiling for global oil prices, and why China and India continue buying Russian oil despite sanctions and shifting tanker data. Stu also covers Japan's accelerating geopolitical posture toward China, Europe's dangerous dependence on China for rare earth processing, and the EIA's surprising crude inventory draw that signals a bullish outlook for oil. Packed with analysis, global insights, and energy market implications, this episode keeps you sharp and ahead of the curve.Subscribe to Our Substack For Daily Insights Want to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio Survey Need Power For Your Data Center, Hospital, or Business? Follow Stuart On LinkedIn:https://www.linkedin.com/in/stuturley/ andTwitter: https://twitter.com/STUARTTURLEY16 Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... andTwitter: https://twitter.com/mtanner_1 Timestamps: 00:00 - Intro00:20 - $1 Billion Loan from the DOE to Restart Three Mile Island: A Boost for American Energy Security02:07 - China Sets the Floor and Ceiling for Global Oil Prices05:04 - Why China and India Continue Buying Russian Oil?07:47 - Japan Might Challenge China Sooner Than Expected – Andrew Korybko09:17 - Europe Has Rare Earth and Critical Minerals, But Is at China's Mercy Just Like Everyone Else14:07 - EIA Reports Surprise Crude Oil Inventory Dip16:37 - Outro Links to articles discussed:$1 Billion Loan from the DOE to Restart Three Mile Island: A Boost for American Energy SecurityChina Sets the Floor and Ceiling for Global Oil PricesWhy China and India Continue Buying Russian Oil?Japan Might Challenge China Sooner Than Expected – Andrew KorybkoEurope Has Rare Earth and Critical Minerals, But Is at China's Mercy Just Like Everyone ElseEIA Reports Surprise Crude Oil Inventory Dip

Meta has won the antitrust case that threatened to break it apart, the EU plans to create a central body to co-ordinate the purchasing and stockpiling of critical minerals. Plus, US tech stocks sold off on Tuesday as worries mounted over high valuations for artificial intelligence companies, and activist hedge fund Elliott Management has built a large stake in Barrick Mining.Mentioned in this podcast:Meta wins US case that threatened split with WhatsApp and InstagramBrussels plans minerals stockpile centre to stop US snapping up suppliesUS tech stocks dip as traders fret over ‘frothy' AI valuations Elliott builds stake in gold miner BarrickToday's FT News Briefing was produced by Fiona Symon and Marc Filippino. Our show was mixed by Kelly Garry. Additional help from Gavin Kallmann, Michael Lello and David da Silva. The FT's acting co-head of audio is Topher Forhecz. The show's theme music is by Metaphor Music. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

Today, we're hopping back into the archive and revisiting an episode with Gerard Barron, the co-founder, CEO, and chairman of The Metals Company, who joined us to discuss the company's plans to harvest critical metals off the sea floor.  Summary:The Trump administration has made American reindustrialization a top priority, but to do that, the US is going to need access to an abundance of metals like copper, manganese and nickel. The challenge then is to find a way to source these materials that doesn't rely on Chinese supply chains, and won't lead to serious environmental harm.Gerard Barron is the co-founder, CEO and chairman of The Metals Company, which trades on the Nasdaq under the symbol TMC. The Metals Company mission is to harvest and process metal-containing nodules from the sea floor, providing a clean and abundant source of raw materials for an array of critical industries, like steelmaking and EV production. Gerard walks us through the evolution of TMC, their groundbreaking tech, and some recent regulatory breakthroughs that have brought them closer to achieving their goals than ever before.Highlights:The Metals Company Mission (2:07)The history of seabed harvesting (3:43)Land-based supply chains (7:17)TMC's tech (10:44)Regulatory roadblocks (12:28)Defense implications (15:51)EVs (17:37)Korea Zinc deal (19:41)Looking ahead (21:34)PE Involvement (24:22) Links:Gerard's LinkedInThe Metals Company LinkedInThe Metals Company WebsiteICR LinkedInICR TwitterICR Website Feedback:If you have questions about the show, or have a topic in mind you'd like discussed in future episodes, email our producer, Joe@lowerstreet.co.

In today's episode, we're joined by Dominic Raab, former UK Deputy Prime Minister and now Head of Global Affairs at Appian Capital Advisory, one of the leading investors in the mining and metals sector.  We'll be discussing his transition from politics to mining, how Dominic's experience in government influences his new role, and the growing importance of policy and public–private partnerships in securing the global supply of critical minerals. We'll also explore how regions like the UK and Europe, despite having fewer natural resources, can remain competitive and resilient in a rapidly changing market. And finally, we'll get Dominic's outlook for the mining industry over the next five to ten years. It's a timely and thought-provoking discussion that connects policy, strategy, and sustainability  Dominic is also going to be attending the upcoming Resourcing Tomorrow event - the premier gathering for the world's mining leaders taking place in London from 2-4 December. What sets this event apart is its unmatched audience: C-level executives from the biggest mining companies worldwide, over 40 government ministers, leading mining technology providers, and many more mining professionals in the industry. Dig Deep The Mining Podcast is proud to partner with Resourcing Tomorrow. To register, go to https://hubs.ly/Q03JvH2K0 and use DIGDEEP10 for 10% off your pass. KEY TAKEAWAYS The demand for critical minerals, such as cobalt and lithium, is rapidly increasing due to their essential roles in technology, energy transition, and national security.  This growing demand highlights the need for secure and diversified supply chains. Effective public-private partnerships can de-risk mining projects by providing seed capital and leveraging private sector expertise. The UK and Europe are perceived to be lagging behind global competitors, particularly China, in developing policies for critical minerals BEST MOMENTS "Mining as a sector is notoriously inefficient at allocating capital, and we've got this concentration of supply and the subsidies and the tools of a command economy that China avails itself of." "The defence demands, both conventional and the new ones like missile defence and drones, all huge demand drivers for critical minerals and rare earths." "I think the basic elements are the same. There's this capex challenge of investing and attracting long-term patient capital into mining." 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 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/

A lot of people are calling critical minerals a major opportunity for Canada - but we explain why their real benefit may be more strategic than economic. We ask why the price of toilet paper is so d@#m hard to figure out, and talk to author David Thomas about his new biography of Prem Watsa, the richest, savviest Canadian you've never heard of, behind one of Canada's most successful companies.

First Phosphate Corp. CEO John Passalacqua joined Steve Darling from Proactive to share that the company is welcoming the Government of Canada's $57.6 million investment to construct a second wharf at the Port of Saguenay, Quebec. The new wharf will be located directly adjacent to First Phosphate's planned phosphoric acid plant, a strategic placement that will enhance the company's export logistics and support the efficient transportation of future phosphate concentrate, phosphoric acid, and lithium iron phosphate (LFP) products to markets across North America, Europe, and beyond. Passalacqua noted that the announcement underscores the federal government's commitment to advancing Canada's critical minerals infrastructure and coincides with the recent visit by Tim Hodgson, Canada's Minister of Energy and Natural Resources, to Port Saguenay. The CEO also highlighted that First Phosphate has recently finalized an industrial land option agreement with Port Saguenay, securing the site for the company's planned phosphoric acid plant. The facility will utilize advanced clean technology licensed from Prayon SA of Belgium and will be engineered and implemented by Ballestra S.p.A. of Italy, both leaders in global chemical process design and execution. This milestone also follows significant policy developments in the U.S., where the U.S. Secretary of the Interior, acting through the U.S. Geological Survey, has added phosphate to the Final 2025 List of Critical Minerals. The decision—based on recommendations from the Departments of Energy, Defense, and Agriculture—aligns the United States with Canada, South Korea, the European Union, and the provinces of Ontario and Quebec, all of which have formally recognized phosphate as an essential mineral for energy transition and food security. Passalacqua said this alignment between Canadian and U.S. policy frameworks reinforces First Phosphate's position as a key contributor to the North American LFP battery materials supply chain and supports the company's goal of building a fully integrated, clean, and secure phosphate production ecosystem in Quebec. #proactiveinvestors #firstphosphatecorp #cse #phos #otcqx #frspf #frspf #phosphate #CriticalMinerals #BatteryMaterials #LFPCathode #FirstPhosphate #CanadaMining #GreenEnergy #SupplyChain #QuebecMining #EVBatteries #dod

Millennial Potash Chairman Farhad Abasov joined Steve Darling from Proactive to discuss the company's support for the U.S. Geological Survey's decision to add potash to the 2025 List of Critical Minerals, recognizing its strategic importance to global food security and supply chain resilience. Abasov said the inclusion underscores growing international efforts to diversify supply and reduce reliance on dominant producers such as Canada, Russia, and Belarus. Potash is a vital agricultural input used in fertilizer production, essential for maintaining crop yields and global food supply stability. Millennial also highlighted a recent Financial Times report referencing the U.S. International Development Finance Corporation's (DFC) commitment of US$3 million in project development funding for Millennial's Banio Potash Project in Gabon. The funding is aimed at supporting feasibility studies and de-risking the project, with the potential to unlock additional U.S. financing in the future. The DFC, a U.S. government agency that supports private-sector initiatives in developing regions, has invested approximately US$13 billion across 300 projects in 26 Sub-Saharan African countries. Located on Gabon's Atlantic coast, the Banio Project offers direct shipping access to key markets in the United States, Brazil, and Africa. A Preliminary Economic Assessment released in April 2024 outlined an after-tax NPV (10%) of US$1.07 billion and an internal rate of return (IRR) of 32.6%, based on operating costs of US$61 per ton of granular potash. Abasov added that a revised mineral resource estimate is currently in progress, following recent drilling that revealed potash-rich horizons up to 100 meters thick, further underscoring the project's large-scale potential. #proactiveinvestors #millennialpotahscorp #tsxv #mlp #otcqb #mlpnf #potash #CriticalMinerals #Potash #USGeologicalSurvey #FertilizerIndustry #USDFC #FoodSecurity #ResourceEstimates #MiningNews #GabonProjects #ProactiveInvestors

Drew Horn, CEO of GreenMet and former Trump administration official, joins Steve to discuss a major milestone in U.S. critical minerals production. In partnership with Locksley Resources, Horn helped secure a $190M Letter of Interest from the U.S. EXIM Bank to fast-track domestic antimony production, vital for U.S. munitions and defense. For the first time in decades, a 100% American-made antimony ingot has been produced, reducing reliance on Chinese supply and strengthening U.S. industrial resilience.

Critical minerals are becoming increasingly valuable as we transition to a technology-centred world. They've become a feature on the global geopolitical stage.  

What exactly is the nature of the deal struck between the US and Australian governments on critical minerals? How is it different to the agreements Washington later signed with Southeast Asian countries? And why are we worried about supplies of (not very) rare earths anyway? Explore the economics and politics with the Lowy Institute's Sam Roggeveen and Robert Walker. See omnystudio.com/listener for privacy information.

Chris Temple, Editor and Publisher of the National Investor, joins us live at the New Orleans Investment Conference to delve into US policy around critical minerals, and to help us separate the signal from the noise from all the focus in bills and executive orders on copper, uranium, rare earths, antimony, tungsten, lithium, and other strategic metals. We've seen a lot of volatility in many of the related resource stocks, and so we dive into a nuanced longer-form conversation about the investing angle in these various sectors.   We start off discussing the mixed bag coming from US policy around the extraction, processing, and refinement of critical minerals and energy metals from this administration compared to prior administrations.   On one hand we've seen positive funding measures and compressed permitting timelines emerge with initiatives like Fast-41, or the strategic position in MP Materials, or the approval of the Ambler Road for Trilogy Metals.  On the other hand, Chris argues that this is far too little, too late, and that it will take a much larger concerted effort and far more funds to really move the needle on domestic supplies of critical minerals and strategic metals.    We get into the challenges around processing and refinement, being much larger problems that most policy makers realize, and without a quick fix.   The question arises of how much can get realistically get done to help the extractive industries over the next 3 years, or potentially only 1 more year, depending on how mid-term elections turn out.   Chris also points out that many of these initial support bills and executive orders are encouraging, but most will need follow up support and follow through policies to assist, and it remains unclear if we'll see that pan out in the medium to longer-term.   Chris highlights discrepancies in policy and reality, like Rio Tinto's Resolution Mine in Arizona is on the Fast-41 list, but still has huge hurtles to overcome on a state and local stakeholder level to be able to move forward.  He also highlights that the Teck-Glencore JV at NorthMet in Minnesota, which is a world-class critical minerals project that has been stalled by multiple operators and government bodies and lobbyist groups for all of this century.  He also highlights the government investment into Lithium Americas Thacker Pass Project as potentially misguided use of funds that will be far more capital intensive than other options would have been. Chris reminds listeners that with all those projects, if they do ever get fully approved, they would still be many years from producing more of these critical minerals.   Chris reiterates that his top commodity sector for investing is still uranium due to all the tailwinds for nuclear energy.   He is also far more comfortable investing in traditional energy with oil and nat gas companies, than even some of the critical minerals for the longer-term, as we are far further from phasing out fossil fuels that people were led to believe in years past, and there are still opportunities in the energy stocks.   Click here to follow along with Chris at the National Investor website.   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.

We've got a deep dive into how the global scramble for rare earth and battery-metals is igniting a stock-boom, and what investors need to know. Today's Stocks & Topics: Kimberly-Clark Corporation (KMB), Market Wrap, eBay Inc. (EBAY), Taiwan Semiconductor Manufacturing Company Limited (TSM), Critical Minerals, Critical Moment: Rare Earths Stocks Set to Surge, DraftKings Inc. (DKNG), Avantis All International Markets Value ETF (AVNV), Benchmark Numbers, Federal Reserve Survey, 457 Retirement Plan, Murphy USA Inc. (MUSA), Critical Minerals Policy Uncertainty.Our Sponsors:* Check out Gusto: https://gusto.com/investtalk* Check out Invest529: https://www.invest529.com* Check out Progressive: https://www.progressive.com* Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

Na molimauina le lele maualuga o sea i le maketi le share market ina ua faailoa mai le maliega i le va o Ausetalia ma Amerika i le mainaina o minerale critical minerals.

David, Sara, and Ed join Real Talk with Ryan Jespersen for a live on-air conversation.Their decidedly non-spooky Halloween round-table discussion covered a lot of climate and energy ground, including the G7, critical minerals, carbon capture and storage, and oat milk cream liquor. (Well admittedly that last one is not a climate and energy topic, but if you listen you'll get the reference.)It's live (or was live), it's real, it's Real Talk with the EvC gang!01:04 - The G7 Energy and Environment Ministerial10:07 - Industrial Policy and Canada's Energy Future13:55 - Critical Minerals and Global Competition17:03 - Canada's Emissions and International Responsibility20:06 - The Future of Oil Demand22:54 - The Role of Carbon Capture and Storage32:06 - Challenges in Oil Sands Investment and Climate Skepticism34:40 - Balancing Low Emissions and Affordable Energy38:25 - Impact of Government Policies on Renewable Energy Investment46:01 - Water Resource Management and Climate Responsibility49:05 - Preparing for Natural Disasters and Climate ChangeRyan Jespersen hosts Real Talk, one of Canada's most-downloaded modern talk shows. He recently graced the cover of Edify Magazine as the "Prince of Podcasting." Ryan was named one of Alberta's 50 Most Influential People by Venture Magazine, and was on Avenue's inaugural list of Edmonton's Top 40 Under 40. You'll find him online at ryanjespersen.com, and on Twitter and Instagram (@ryanjespersen).Send us a text (if you'd like a response, please include your email)Energy vs Climate relies on the support of our generous listenersDonate to keep EvC going. Produced by Amit Tandon & Bespoke Podcasts ___Energy vs Climate Podcastwww.energyvsclimate.com Contact us at info@energyvsclimate.com Bluesky | YouTube | LinkedIn | X/Twitter

Vast reserves of Australian critical minerals will be mined, processed and exported under a deal the prime minister has struck with US President Donald Trump. But Australia's already exporting plenty of zirconium to China and it can be used in everything from bathroom tiles to missiles and nuclear reactors. Today, Four Corners reporter Angus Grigg reveals how Australian critical minerals could end up aiding the advancement of Chinese military capabilities, including the construction of advanced hypersonic missiles. How will Australia balance its trade ambitions with the risk of supporting China's military machine, which analysts regard as a key threat to Australia's national security? Featured: Angus Grigg, Four Corners reporter

Our guest on this week's episode is Brodie Sutherland, CEO of Patriot Critical Minerals Corp. Just yesterday a major issue on the agenda for the meeting between President Trump and China's President Xi's was access to critical minerals, including rare earth minerals. It looks like the Chinese ban on exporting these crucial minerals will now be lifted, but that ban reminds us of how vulnerable our supply chains are to assuring that critical minerals are available for production of semiconductors, military equipment, and the electronics that run our everyday lives. Sutherland leads a company that is looking to begin mining of America's largest deposit of tungsten, located in Nevada. He shares about the importance of assuring a domestic supply of critical minerals. As technologies advance, companies are finding even greater need for digitalization of their supply chains. Nearly 40% of companies surveyed recently say they will allocate more than a quarter of their 2026 budgets to technology investments, according to information from logistics technology platform and solutions provider Ontegos Cloud.This week we've seen continued momentum in companies expanding their networks of self driving cars and trucks. Most of what we're seeing falls into the category of carriers dipping their toe in the water, and trying out pilot projects or proof of concept trials. But the technology does seem to be getting more reliable and these week we see two more examples. We discuss what is being done and how human drivers are reacting to the potential of being replaced. Supply Chain Xchange  also offers a podcast series called Supply Chain in the Fast Lane.  It is co-produced with the Council of Supply Chain Management Professionals. A new series is now available on Top Threats to our Supply Chains. It covers topics including Geopolitical Risks, Economic Instability, Cybersecurity Risks, Threats to energy and electric grids; Supplier Risks, and Transportation Disruptions  Go to your favorite podcast platform to subscribe and to listen to past and future episodes. The podcast is also available at www.thescxchange.com.Articles and resources mentioned in this episode:Patriot Critical Minerals CorporationLogistics companies will prioritize digitalization in the year aheadSelf-driving freight tech vendor Aurora expands trucking service in TexasVisit Supply Chain XchangeListen to CSCMP and Supply Chain Xchange's Supply Chain in the Fast Lane podcastSend feedback about this podcast to podcast@agilebme.comThis podcast episode is sponsored by:  Storage SolutionsOther linksAbout DC VELOCITYSubscribe to DC VELOCITYSign up for our FREE newslettersAdvertise with DC VELOCITY

The United States' dependence on basic minerals from China and other foreign sources is a huge problem, both from an economic and defense perspective.

Australian investors are perfectly placed to profit from the critical minerals boom.In fact, fortunes have already been made and lost on the market.Now the game enters a new phase as both the Australian and US agree to bankroll the sector. Where to start? Josh Chiat, mining correspondent with Stockhead joins Assoicate Editor - Wealth, James Kirby in this episode. In today's show, we cover: Critical minerals - what you need to know? Are you ready to ride the roller-coaster Key stocks in the sector The ETF route into critical minerals See omnystudio.com/listener for privacy information.

Stijn Schmitz welcomes Quinton Hennigh to the show. Quinton Hennigh is an Internationally Renowned Economic Geologist who provides critical insights into the current state of mineral exploration and mining. Hennigh highlights a significant decline in metal discovery rates over the past decades, attributing this to major mining companies abandoning their internal exploration efforts and shifting responsibilities to junior exploration companies. Hennigh's current strategy focuses on acquiring assets with unrecognized exploration potential, particularly in underexplored regions like Bolivia, Argentina, and Japan. He emphasizes the importance of targeting large-scale deposits that would attract major mining companies' interest, believing that it requires nearly the same effort to explore a small project as a potentially world-class one. The discussion critically examines the current mining exploration landscape, with Hennigh expressing concern about the proliferation of junior mining companies. He argues that approximately 90% of these companies lack direction and technical capability, creating an inefficient market flooded with speculative ventures. This overcrowding has led to misallocation of capital and a diminishing pool of technical expertise in the mining sector. Hennigh is particularly critical of current industry practices, including the royalty and streaming models, which he describes as "parasitic" to mining companies. He also highlights challenges in permitting processes and regulatory compliance, suggesting these bureaucratic hurdles significantly impede mining development. Looking forward, Hennigh advocates for more efficient capital deployment, reducing permitting complexities, and attracting younger talent to the mining industry. He sees potential in unexplored regions and believes that with the right approach, significant mineral discoveries are still possible. His strategy involves identifying undervalued assets with substantial exploration potential, leveraging modern geological understanding to unlock value that previous explorers might have overlooked.

Today, Morgan, Martha, Sarah, and Jess discuss the latest developments in the U.S.–Japan relationship following President Trump's meeting with Japan's new Prime Minister Sanae Takaichi. The two leaders announced a wide-ranging set of agreements, including deals on F-35 fighter jets, missile systems, and a Memorandum of Understanding to finance new shipbuilding and critical mineral projects. With China controlling about 90 percent of the world's rare earth supply, the new MOU commits both nations to support mining ventures within six months—underscoring their shared goal of securing and diversifying critical mineral supply chains.What does this deal mean for U.S. national security and economic resilience? Can Washington and Tokyo's “friendshoring” strategy strengthen defenses against China's dominance in the minerals market—or is it more symbolic than strategic? And as Trump eyes a potential deal with Beijing that could also touch on critical minerals, will this partnership with Japan bolster U.S. leverage—or complicate the calculus?@morganlroach@marthamillerdc@nottvjessjones@SarahStewartDCLike what we're doing here? Be sure to rate, review, and subscribe. And don't forget to follow @faultlines_pod and @masonnatsec on Twitter!We are also on YouTube, and watch today's episode here: https://youtu.be/purBnjeXBiM Hosted on Acast. See acast.com/privacy for more information.

เมื่อสัปดาห์ที่ผ่านมา นายกรัฐมนตรีออสเตรเลีย แอนโทนี อัลบานีซี เดินทางเยือนสหรัฐอเมริกา ซึ่งระหว่างการเยือนมีข่าวใหญ่เกี่ยวกับการลงนามข้อตกลงความร่วมมือระหว่างสองประเทศในด้าน แร่ธาตุสำคัญ (Critical Minerals)

In this episode of Fast Forward, host Andrea Hotter dives into the world of strategic stockpiling with insights from Major General (Ret) Alberto Rosende, the CEO of M2i. Discover how governments and private sectors are building critical mineral reserves to safeguard against supply chain disruptions and geopolitical risks. From the role of AI in predicting shortages to the importance of recycling and domestic mining, this episode unpacks the strategies shaping the future of resource security. Tune in to explore the challenges, opportunities, and global collaborations driving this essential initiative.  Fastmarkets is your source of critical minerals and battery raw materials market analysis, forecasting and price data, keeping you ahead of the competition. To discover more about our products visit https://www.fastmarkets.com/podcast/  

Michael Rowley, President & CEO, of Stillwater Critical Minerals (TSX.V: PGE – OTCQB: PGEZF), joins us to review the news out today announcing the completion of the 2025 exploration program, that the Company has engaged Mine Technical Services (“MTS”) to complete an updated NI 43-101-compliant Mineral Resource Estimate (“MRE”) for the Company's 100%-owned Stillwater West critical minerals project in Montana, USA.  Stillwater West hosts nickel, copper, cobalt, chromium, platinum, palladium, rhodium, ruthenium, iridium, gold, and osmium – a unique mix of battery, alloy, and platinum group metals essential to clean energy, defense, and technology supply chains.   Mike explains that this new geological model and understanding of the Stillwater West Project through the lens of the South African Bushveld Complex as a parallel is so crucial to unlocking the value proposition of the Project and for future exploration targeting.  It is also quite constructive have  Dr. Danie Grobler, Vice President of Exploration, Albie Brits, Senior Geologist, provide different layers of input and collaboration with Tim Kuhl and the MTS team on the updated Stillwater resource estimate. Their extensive experience in Platreef-type geology and resource estimation is expected to provide significant value to the Project.   Highlights and upcoming catalysts:   The 2025 drill campaign is now complete, totaling 3,471m in eight holes, with all assays pending. The updated MRE will incorporate 14 drill holes totaling 5,781 meters (“m”) from the 2023 and 2025 programs, plus select historic holes not included in the current estimate. The updated Mineral Resource Estimate is expected in H1 2026 and will mark the next step in advancing Stillwater West as a potential large-scale source of ten minerals listed as critical in the U.S. The update will build on the January 25, 2023, Inferred Mineral Resource and results will support further technical studies and economic assessments. MTS has completed a site visit and is updating deposit models to incorporate new data, improved geologic domaining, geostatistics, and structural controls – leveraging insights from the Platreef district in South Africa. The work is being led by Mr. Timothy Kuhl (MTS) and Dr. Danie Grobler (Stillwater) who together previously worked with the late Dr. Harry Parker on the resource estimation and technical reports for Ivanhoe Mines' Platreef Mine.   We go on to discuss with Mike the challenges and opportunities in defining the large-scale polymetallic and critical mineral resources at Stillwater West; and why it has the attention of large major producers, like their strategic partner Glencore, along with attention from the US and Montana government. We discuss how the nickel, copper, and cobalt tie into the growing industry demands for battery metals, energy metals, and defense metals. Additionally, with platinum, palladium, rhodium, and gold all demonstrating strong recent market performance, Stillwater West offers significant leverage to these precious metals.     If you have any questions for Mike or the team at Stillwater Critical Minerals, then please email them into us at Fleck@kereport.com or Shad@kereport.com.   Click here to follow the latest news from Stillwater Critical Minerals   For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

In this episode, we chat with Heather White, CEO of the Sunshine Silver Mining & Refining Company, a U.S.-based developer focused on revitalizing one of North America's most historic and high-grade silver districts. Under Heather's leadership, the company is advancing plans to bring its projects back into production while also expanding into the critical minerals space, including antimony, which is drawing growing attention for its strategic importance in energy, defence, and technology. Heather shares an update on Sunshine Silver's progress, including their recent $75 million equity raise, the five-year roadmap to restart operations, and how the company is positioning itself within the evolving U.S. critical minerals landscape. We also discuss the challenges of bringing legacy mines back online, the regulatory changes needed to accelerate domestic production, and Heather's outlook on what investors should watch for next. KEY TAKEAWAYS Sunshine Silver is focused on restarting the Sunshine Complex in Idaho, a historic site with one of the largest undeveloped high-grade silver resources in the US, with initial production targeted for 2028. The company is building the US's only permitted large-scale antimony refinery, strategically important because antimony is a critical mineral for defense and clean energy The company has a significant advantage as its mine and refinery are already permitted and "ready to roll," helping to overcome the typically long permitting timelines in the US mining sector. The overall plan is to transform Sunshine into the cornerstone of North America's critical minerals refining solution, initially securing domestic supply for antimony and silver BEST MOMENTS "The Sunshine Complex in Idaho's Silver Valley... has produced almost $400 million ounces of silver across a century and was once among the most prolific primary silver mines in the world." "Permitting reform is the single biggest lever, not to weaken environmental standards, but to create a clear and timely and most importantly predictable process that allows responsible projects to move forward." "Sunshine sits right at the intersection of all these forces, combining not only its history, its scale, high-grade and strategic relevance in a way that very few assets can." VALUABLE RESOURCES Mail:        ⁠rob@mining-international.org⁠ LinkedIn: ⁠https://www.linkedin.com/in/rob-tyson-3a26a68/⁠ X:              ⁠https://twitter.com/MiningRobTyson⁠  YouTube: ⁠https://www.youtube.com/c/DigDeepTheMiningPodcast⁠  Web:        ⁠http://www.mining-international.org⁠ GUEST SOCIALS  https://sunshinesilvermining.com/ Address - 2209 Big Creek Rd, Kellogg, ID 83837, United States +1 208.783.1700 info@silveropp.com CONTACT METHOD ⁠rob@mining-international.org⁠ ⁠https://www.linkedin.com/in/rob-tyson-3a26a68/⁠ Podcast Description Rob Tyson is an established recruiter in the mining and quarrying sector and decided to produce the “Dig Deep” The Mining Podcast to provide valuable and informative content around the mining industry. He has a passion and desire to promote the industry and the podcast aims to offer the mining community an insight into people's experiences and careers covering any mining discipline, giving the listeners helpful advice and guidance on industry topics.  This Podcast has been brought to you by Disruptive Media. https://disruptivemedia.co.uk/

In this episode of Current Account, Clay is joined by Gracelin Baskaran, Director of the Critical Minerals Security Program at the Center for Strategic and International Studies (CSIS), to discuss a topic on the rise: critical minerals and rare earths. First, Gracelin explains the difference between critical minerals and rare earths and their relative importance as resources. The discussion that follows includes how China has monopolized the mining, manufacturing and production of critical minerals, how these circumstances may play a part in upcoming discussions between U.S. President Donald Trump and Chinese President, General Secretary Xi Jinping, how the state of these markets may drive global connections - as seen with the recent trade deal between the United States and Australia - and much more. This IIF Podcast was hosted by Clay Lowery, Executive Vice President, Research and Policy, with production and research contributions from Christian Klein, Digital Graphics and Production Associate and Miranda Silverman, Senior Program Assistant.

It was a win in Washington for the Prime Minister, with one of the smoothest meetings any foreign leader has had with Donald Trump.

- Ford's Q3 Net Profit Soars 174% - Ford Avoids $2.5 Billion In ZEV Credit Purchases - UAW To Hold VW Strike Authorization Vote - Tavares Says Musk Could Walk Away from Auto Industry - U.S. Mines Enough Critical Minerals and Rare Earths to End Imports - Rivian Cuts 600 Jobs - Rivian Pays $250 Million To Settle IPO Lawsuit - Sunwoda Unveils 1,000-Km Solid-State Battery - Porsche Details Cayenne Electric's High-Voltage System

China has doubled down on its tariff threat to starve America of critical minerals. It's not a boast. The communist country mines between 30-40 percent of all critical minerals in the world, and refines from 60-90 percent of the critical […] The post Critical Minerals – It's Time to Shore-Up the U.S. Supply first appeared on Voices of Montana.

- Ford's Q3 Net Profit Soars 174% - Ford Avoids $2.5 Billion In ZEV Credit Purchases - UAW To Hold VW Strike Authorization Vote - Tavares Says Musk Could Walk Away from Auto Industry - U.S. Mines Enough Critical Minerals and Rare Earths to End Imports - Rivian Cuts 600 Jobs - Rivian Pays $250 Million To Settle IPO Lawsuit - Sunwoda Unveils 1,000-Km Solid-State Battery - Porsche Details Cayenne Electric's High-Voltage System

In this electrifying episode of the Payne Points of Wealth, Bob, Ryan, and Chris sit down with Gary C. Evans, a serial entrepreneur and the current Chairman & CEO of United States Antimony Corporation (USAC). Gary shares his rollercoaster journey from the high-stakes world of Texas oil to leading one of America's most strategically vital mineral companies. We dive into: His early days as a bold Texas oilman and the lessons running 8 public companies. The recent meteoric rise of USAC stock, fueled by: A $25 million capital raise A $245 million U.S. government contract for antimony supply The potential to become one of the largest antimony producers outside China A massive 400% expansion of their Montana smelter Gary's story is one of grit, vision, and relentless innovation. Whether you're an investor, entrepreneur, or just love an exciting American business success story, this episode is packed with insights and inspiration.

SBS Finance Editor Ricardo Gonçalves takes a look at the day's market action and an RBA research report on critical minerals with Elizabeth Tian from Citi, plus Mahnaz Angury speaks with workplace law expert Giuseppe Carabetta from University of Technology Sydney about the impact of a recent work from home ruling in favour of a bank employee, to reject a request to return to the office.

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Anthony Albanese's meeting with Donald Trump went pretty smoothly, with AUKUS, a minerals deal and the Australia-US relationship all receiving strong backing. But past comments about President Trump from Kevin Rudd, Australia's ambassador to the United States, ended up being the biggest point of contention and amusement. In the prime minister's first White House meeting with the president, a multi-billion dollar deal was signed to develop a critical minerals supply from Australia. Today, ABC correspondent Jane Norman tells us what it was like in the White House and why the timing of the meeting couldn't have been better for the prime minister. Featured: Jane Norman, ABC national affairs correspondent

Prime Minister Anthony Albanese has successfully met with President Donald Trump in Washington DC, a meet somewhat marred by Trump's comments over Ambassador Kevin Rudd.

Anthony Albanese travels to Washington for his first formal meeting with Donald Trump since the US president took office.See omnystudio.com/listener for privacy information.

10-17-2025: Wake Up Missouri with Randy Tobler, Stephanie Bell, John Marsh, and Producer Drake

Oct 17, 2025 – What happens when America's $37 trillion debt collides with China's stranglehold on critical materials? In this urgent conversation, Jim Puplava interviews energy expert Robert Bryce about two existential threats facing the United States...

Stijn Schmitz welcomes Lobo Tiggre to the show. Lobo Tiggre is Author and Founder of the Independent Speculator Founder and CEO of Louis James LLC. The discussion centers on the current state of commodities, with a particular focus on gold, silver, copper, and uranium. Tiggre provides a nuanced perspective on the gold market, highlighting several key factors driving its current rise. He notes central bank buying, portfolio rebalancing, and increasing mainstream interest as significant catalysts. While bullish on gold, he cautions against assuming a straight upward trajectory, emphasizing the potential for corrections. He views gold primarily as financial insurance, recommending investors consider their exposure based on global economic uncertainties. Regarding commodities, Tiggre argues that inflationary trends and global economic transformations are creating a potential super-cycle. He is particularly enthusiastic about copper, citing strong demand from electrification, AI data centers, and significant supply constraints. He expects a multi-year, potentially multi-decade bull market in copper, though he's waiting for strategic entry points. Tiggre also discusses uranium, presenting a bullish case driven by increasing global nuclear energy adoption and constrained supply. He sees a robust market for the next few years, barring a major nuclear incident. His investment approach remains fundamentally value-oriented, seeking opportunities when assets are undervalued. The discussion explores a broader macroeconomic perspective, with Tiggre describing a stagflationary outlook. He points to weakening labor markets and persistent inflation as key indicators, suggesting economic challenges ahead. His investment philosophy emphasizes disciplined speculation, focusing on value propositions and avoiding momentum-driven investments. Throughout the conversation, Tiggre consistently advises investors to maintain perspective, avoid emotional decision-making, and be prepared for market fluctuations. He recommends having a strategic approach to investing, being willing to rotate between sectors, and always maintaining a critical view of market narratives.

Brodie Sutherland, CEO of Patriot Critical Minerals, “the only SEC-compliant tungsten resource in the United States.” It is developing a mega tungsten project in Nevada. Brodie discusses the role that tungsten plays in technology and industry, and says that without a domestic supply, GDP will fall. Over 80% of our tungsten supply used to come from China, but it banned exports earlier this year.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

“President Trump talks about ‘drill, baby, drill.' We've also got to mine, baby, mine. We've got to get back into this business,” says U.S. Secretary of the Interior Doug Burgum.China has a stranglehold on rare earths and critical minerals, controlling at least 85 percent of the refining of the 20 most important rare earth minerals, Burgum says.As secretary of the interior, Burgum oversees nearly half a billion acres of federal land and plays a key role in the Trump administration's energy dominance agenda.In this episode, we dive into what the Trump administration is doing to end America's rare earth minerals dependency on China, accelerate energy production, and win the AI arms race against China, which will require major increases in energy supply.We also discuss the government shutdown and how it impacts the Department of the Interior and the American people.Views expressed in this video are opinions of the host and the guest, and do not necessarily reflect the views of The Epoch Times.