Podcasts about critical minerals

Critical minerals form the foundation of modern defense and commercial technologies, from fighter aircraft and missile systems to satellites, batteries, and advanced electronics. As global supply chains remain vulnerable to disruption and critical mineral processing remains concentrated overseas, securing reliable access to these materials has become an increasingly important challenge for the U.S. industrial base.In this episode of Emerging Tech Horizons, Dr. Arun Seraphin speaks with Brett Lambert, Executive Chairman of VaultCo and Managing Director of the Densmore Group, about the effort to strengthen U.S. access to critical minerals. They discuss Lambert's experience shaping manufacturing and industrial policy at the Pentagon, the creation of Project Vault and VaultCo, and how a public-private approach can help address vulnerabilities across critical mineral supply chains.Key topics include:- How critical mineral dependencies can create vulnerabilities across the defense and commercial industrial base.- How VaultCo's demand-driven model is designed to create a strategic “stock buffer” of critical minerals and connect industry demand with available supply.- The differences between VaultCo's approach and traditional government stockpiles, and how it complements other federal efforts to strengthen critical mineral supply chains.- Why expanding domestic and allied processing capacity will be essential to building a more resilient industrial base, and how government and private-sector investments can work together to address these challenges.NDIA Emerging Technologies Institute: https://www.ndiaeti.orgBe sure to follow us on social media for updates, early access to upcoming events, inside scoops, & more:LinkedIn: https://bit.ly/4htROo0Twitter: https://bit.ly/48LHAx3Facebook: https://bit.ly/47vlht8And for more podcasts, articles, & publications covering all things emerging tech, visit: ndiaeti.org#CriticalMinerals #DefenseIndustrialBase #SupplyChain #NationalSecurity #EmergingTechnology

In this episode of American Potential, host David From sits down with U.S. Senator Jim Risch of Idaho to discuss America's energy future, national security, and the resources needed to keep the country competitive. Sen. Risch explains why Idaho has become a leader in nuclear energy research and how a new generation of smaller reactors, private investment, and increased competition could transform how electricity is produced and delivered. He also discusses the rapidly growing energy demands created by AI and data centers and why he believes nuclear power will be essential to meeting them. The conversation also turns to critical minerals, semiconductors, permitting reform, and America's dependence on foreign supply chains. Sen. Risch explains why producing more of these resources at home is critical to both economic and national security. He also shares his own One Small Step story, his approach to managing Idaho's public lands, and why he believes free markets and American innovation can help solve some of the country's biggest challenges.

As macro fault lines widen from Treasury intervention to global reserve diversification, markets are flashing sharply conflicting signals across commodities and headline equities. This Weekend Show brings together macroeconomic asset manager Axel Merk to assess precious metals valuations and fiscal policy crosscurrents, alongside technical analyst TG Watkins to dissect alarming breadth breakdowns and unprecedented volume shifts in leveraged funds.  Segment 1 & 2 - Axel Merk, President and Chief Investment Officer of Merk Investments, joins the program to discuss the macroeconomic factors driving the precious metals sector, including Federal Reserve monetary policy, Treasury actions, and rising global debt. Throughout the discussion, he analyzes the durability of the current gold bull market and central bank demand while emphasizing the importance of strong management teams when evaluating undervalued mining equities.  Click here to learn more about Merk Investments - https://www.merkinvestments.com/   Segment 3 & 4 - TG Watkins, Director of Stocks at Simpler Trading and editor of Profit Pilot, provides a technical chart analysis evaluating commodities, energy, and broad equity markets. He outlines anticipated pullbacks toward key moving averages for gold, silver, and copper, while warning that frothy crude oil prices and underlying weakness in equal-weight and small-cap indexes indicate an impending seasonal market correction before another leg higher.  Click here to visit TG's site - Profit Pilot - https://www.profit-pilot.com/   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.

Supply chains used to be built primarily around cost and efficiency. Abe Eshkenazi says that era is over. Today's leaders have to balance AI, resilience, geopolitical risk, talent, cybersecurity, and a level of disruption that makes predicting what comes next nearly impossible. In this episode of Supply Chain Now, Scott Luton speaks with Abe Eshkenazi, CEO at the Association for Supply Chain Management (ASCM), about how the supply chain profession is changing. From what organizations need to get right before scaling AI, to the reshaping of globalization, the growing importance of optionality, and the evolution of the chief supply chain officer into an enterprise strategist, Abe breaks down the forces redefining supply chain leadership. Abe explains why AI success depends less on the technology itself and more on data, talent, governance, and strong processes; why globalization is not disappearing but being redrawn around resilience and regionalization; and why supply chain leaders can no longer focus solely on operations. He also shares how ASCM is preparing professionals for jobs that do not yet exist, what leaders can expect from CHAINge 2026, and why his book, “The Chain: Links That Bind Us”, starts the supply chain story with the consumer rather than the factory. Jump into the conversation:(00:00) Introduction(02:19) Meet Abe Eshkenazi, CEO of ASCM(06:09) AI adoption challenges: data, talent, and governance(11:35) Data ownership, the Google–Spirit Airlines deal, and cyber risk(14:18) The talent gap and career progression in the AI era(17:47) Globalization redrawn: tariffs, resilience, and a multipolar world(23:15) Semiconductors, TSMC, and the infrastructure talent gap(27:28) How the CSCO role has evolved into an enterprise strategist(32:06) What excites Abe most about ASCM in 2026(39:10) Abe's new book: "The Chain: Links That Bind Us" Additional Links & Resources:Connect with Abe Eshkenazi: https://www.linkedin.com/in/aeshkenazi/ Learn more about Association for Supply Chain Management (ASCM): https://www.ascm.org/ Learn more about Abe's book “The Chain: Links That Binds Us”: https://a.co/d/0a9PzJfV Learn more about our hosts: https://supplychainnow.com/about Learn more about Supply Chain Now: https://supplychainnow.com Watch and listen to more Supply Chain Now episodes here: https://supplychainnow.com/program/supply-chain-now Subscribe to Supply Chain Now on your favorite platform: https://supplychainnow.com/join Work with us! Download Supply Chain Now's NEW Media Kit: https://supplychainnow.com/media-kit/ Learn more about Blue Yonder Cognitive Solutions: http://blueyonder.com/cognitiveWEBINAR- Labor Is a Margin Decision: How Reyes Coca-Cola Bottling Spent a Decade Making It Stick: https://bit.ly/4d4FauGWEBINAR- Operational AI in the Supply Chain: How context empowers agents and humans to operate side by side: https://bit.ly/4x7Vd2ZWEBINAR- You Can't Manage What You Can't See: Using Visibility, KPIs, and AI to Optimize Logistics Operations: https://bit.ly/4ql6iem This episode was hosted by Scott Luton and produced by Trisha Cordes, Joshua Miranda, and Amanda Luton. For additional information, please visit our dedicated show page at: https://supplychainnow.com/new-rules-global-supply-chain-strategy-1633 The content in this episode, including all audio, videos, visuals, and graphics, is the property of Supply Chain Now and is protected by copyright law. Unauthorized use, reproduction, distribution, modification, or re-uploading of this content in any form is strictly prohibited without explicit written permission from Supply Chain Now.For licensing inquiries or permissions, please contact us at production@supplychainnow.com© 2026 Supply Chain Now. All rights reserved. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

South Africa could be well positioned to benefit from growing global demand for critical minerals, but a shortage of experienced mining professionals may stand in the way. Africa Melane speaks to Gary Lane, President of the Southern African Institute of Mining and Metallurgy, about where the skills gaps lie, why producing graduates alone isn’t enough, and what needs to change for South Africa to capitalise on the critical minerals boom. Early Breakfast with Africa Melane is 702’s and CapeTalk’s early morning talk show. Experienced broadcaster Africa Melane brings you the early morning news, sports, business, and interviews politicians and analysts to help make sense of the world. He also enjoys chatting to guests in the lifestyle sphere and the Arts. All the interviews are podcasted for you to catch-up and listen. Thank you for listening to this podcast from Early Breakfast with Africa Melane For more about the show click https://buff.ly/XHry7eQ and find all the catch-up podcasts here https://buff.ly/XJ10LBU Listen live on weekdays between 04:00 and 06:00 (SA Time) to the Early Breakfast with Africa Melane broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3N Subscribe to the 702 and CapeTalk daily and weekly newsletters https://buff.ly/v5mfetc Follow us on social media: 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/Radio702 702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Headlines here II - Coles ditches Palantir after Getup campaign- Coal mine approval as Albanese meets Pacific leaders undermines Pacific partnership, as UN warns of 1.5C overshoot.- Macquarie University replaces tutorial with an AI chatbot called a virtual peer in Psychology courses.- Victorian Government legislation the Associations Incorporation Reform Amendment Bill 2026 targets RAFFWUVoices4Palestine - Ilan Pappe here II Israeli historian and political scientist, Ilan Pappe, speaking at the Oxford Union on the question: Palestine Never Truly Wanted Peace with Palestine.Quantem Dispute Update here II MUA members at Quantem were locked out on Wednesday after taking protected action over wages, conditions and respect at work. We talk with lead organiser Shane Reside for an update on the picket.This is the Week here II Kevin Healy scythes the week with satireCritical Minerals here II part of a Trade Justice chat with Oxfam America's Maria Lya Ramos and Andrew Gogrand about the report Financing Critical Minerals but Failing Critical Safeguards.

We are joined by Michael Rowley, President & CEO of Stillwater Critical Minerals (TSX.V: PGE – OTCQB: PGEZF), to provide the key metrics and takeaways from updated and expanded Mineral Resource Estimate (MRE), over double the prior resources, for its flagship Stillwater West Ni-PGE-Cu-Co + Au project in Montana, USA.   We also unpack the larger value proposition at the Stillwater West project as far as what it would mean to a major metals producer and potential suitor in a development scenario, and what it would mean for both the state of Montana and the USA overall as a domestic supply of critical minerals.   The updated estimate includes 805.1 million tonnes of Inferred Mineral Resources grading 0.34% total nickel equivalent (“NiTEq”) containing 4.8 billion pounds of nickel, copper and cobalt, and 7.4 million ounces of platinum, palladium, gold and rhodium in a base-case model using a 0.20% NiTEq cut-off grade. The resource also includes a further 29.4 million tonnes of Indicated Mineral Resources grading 0.38% NiTEq containing 190 million pounds of nickel, copper and cobalt, and 0.359 Moz of platinum, palladium, gold and rhodium. Higher cut-off grades at 0.35% and 0.50% NiTEq are also presented as a sensitivity representing higher-grade zones.   The 2026 MRE reflects a substantial advancement in the Company's understanding of the Stillwater West mineral system, incorporating additional drilling, robust verification of historical data, refined geological and structural interpretations supported by comprehensive geophysical survey coverage, and an updated geologic and resource model. The updated estimate provides a stronger technical foundation for continued resource expansion, planned metallurgical testing and mining studies to support the advancement of one of North America's largest undeveloped polymetallic critical mineral systems.   2026 Mineral Resource Estimate Highlights   Resource estimate comprises 29.4 million tonnes of Indicated and 805.1 million tonnes of Inferred Mineral Resources containing 3.01 Blbs nickel, 1.52 Blbs copper, 283 Mlbs cobalt, 2.28 Moz platinum, 3.97 Moz palladium, 864 thousand ounces gold, and 310 Koz rhodium at 0.20% NiTEq cut-off. First definition of an Indicated Mineral Resource, marking an important milestone in the advancement of the Stillwater West project and reflecting substantially increased geological confidence. Significantly expanded resource estimate for priority critical minerals including nickel, copper, cobalt, and rhodium, making Stillwater West the largest known rhodium deposit in North America and the largest nickel and cobalt deposit in an active US mining district. Expansion of Inferred chromium resource to 6.6 Blbs confirming the Stillwater complex as one of the only past-producing and current significant resources in the United States. No economic or recovery assumptions have been made about chromium which co-occurs with the other metals, and it is not included in the NiTEq calculations. Four zones are modeled across the central 10-kilometers of the project area, with the updated geological model combining the previously separate CZ and Central deposits at Iron Mountain. Stillwater West is uniquely positioned to become a primary source of 10 commodities now listed as critical, given their location immediately adjacent to Sibanye-Stillwater's operating mine complex in Montana.   Mike shares how the geological model is holding together precisely as expected, using the South African Bushveld Igneous Complex as analog, and how their five “Platreef-style” (or contact-type) Ni-Cu-Co-PGE+Au deposits may tie together in a larger sense.  3 drill rigs have been turning at both Iron Mountain and Chrome Mountain, and assays are pending from fresh drill core still coming off the mountain during the 2026 program.     If you have any questions for the team at Stillwater Critical Minerals, then please email them into me at Shad@kereport.com.   In full disclosure, Shad is a shareholder of Stillwater Critical Minerals at the time of this recording and may choose to buy or sell shares at any time.      Click here to follow the latest news from Stillwater Critical Minerals   Stillwater Critical Minerals-Visual Update Of The 2026 Exploration Strategy & Upcoming Key Catalysts https://youtu.be/-06207Rlk-Y   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.  

American Resources Corp CEO Mark Jensen joined Steve Darling from Proactive to discuss the company's appointment as the inaugural Platinum member of the Critical Minerals Institute (CMI), a move that strengthens its position within the rapidly evolving critical minerals sector and underscores its commitment to building secure domestic supply chains. Jensen said the partnership aligns closely with American Resources' mission of advancing critical minerals production, processing and recycling capabilities in North America. As the Institute's first Platinum member, the company will play a prominent role in helping shape industry discussions and initiatives focused on securing reliable supplies of strategic minerals essential to modern technologies, energy transition infrastructure and national security. Through the membership, American Resources gains access to CMI's global executive network and the Institute's Critical Minerals Platform, a comprehensive intelligence system that provides independent mineral pricing data, market forecasts, supply chain analysis, and corporate intelligence. Jensen noted that these resources will help support the company's strategic decision-making as it continues to expand across the critical minerals value chain. The partnership also reflects a broader industry shift from simply discussing critical minerals policy to actively executing solutions that strengthen domestic and allied supply chains. Jensen emphasized that resilient, commercially viable supply chains will require collaboration among industry leaders, governments, investors and technology developers. American Resources is expected to play an active role at the upcoming CMI Summit 6, which will be held under the theme "Critical Minerals Diplomacy in a Fragmenting Global Economy." The event will bring together policymakers, government officials, institutional investors, technical experts and industry executives from around the world to address some of the sector's most pressing challenges and opportunities. Discussions at the summit will focus on supply chain security, industrial policy, geopolitical risks, downstream processing, financing, technological innovation and the practical realities of developing competitive critical minerals supply chains in an increasingly complex global environment. Jensen said participation in the Institute and its initiatives provides American Resources with another platform to help accelerate the development of sustainable and secure critical minerals ecosystems while supporting the growing demand for materials essential to advanced manufacturing, electrification and energy security. #proactiveinvestors #americanresourcescorporation #nasdaq #arec #ReElementTechnologies #BatteryRecycling #MiningNews #EnergyTransition #SupplyChainSecurity #CriticalMineralsInstitute #RareEarths #BatteryMaterials #ResourceInvesting #CleanTechnology

Advanced technologies, a return to domestic manufacturing, and the race to control energy production while also confronting surging demand for electricity. All of these factors mean that for the US, energy security and national security are increasingly centered on critical minerals.  But the processing and refining of vital materials like copper, lithium, and graphite is largely done overseas, heavily concentrated in the hands of global competitors like China. This has sparked an urgent, bipartisan push to re-industrialize America and secure the supply chains necessary for everything from military defense to the AI revolution. So can public sector funding catalyze sustainable private enterprise without over-regulating the market? How much domestic mining, processing, and recycling can the US unlock quickly and safely? And what role can emerging baseload power technologies like advanced geothermal and small modular nuclear reactors play in meeting our soaring energy needs? Today on the show, Jason Bordoff speaks with the Assistant Secretary of Energy Audrey Robertson, about her office's mission to restructure and secure America's energy supply chains, from mining to recycling. Audrey leads the US Department of Energy's Office of Critical Minerals and Energy Innovation, where she oversees one of the nation's largest energy R&D portfolios. Previously, she co-founded Franklin Mountain Energy, a private oil and gas company in the Permian Basin, where she served as CFO and executive vice president. Before that Audrey was a managing partner at Copper Trail Partners, an energy private equity platform.  Credits: Hosted by Jason Bordoff and Bill Loveless. Produced by Mary Catherine O'Connor, Caroline Pitman, and Kyu Lee. Engineering by Gregory Vilfranc.

Our guest today is Andre Zeitoun, CEO of Ionic Mineral Technologies. Ionic is a US-based developer of rare earths and other critical minerals projects and is positioning itself as a vertically integrated “hub”. We cover a lot in this pod including Andre's unique background in finance and how it shaped how he runs Ionic, the leverage in partnerships, clay-based mining, competing with China, dealing with Washington, and what Andre would and wouldn't change if he were a policymaker.If you enjoyed this discussion, please share it far and wide and don't forget to like and subscribe to the podcast wherever you listen.

In this episode of 10X Growth Strategies recorded live at SF Climate Week, founder and host Preethy Padmanabhan sits down with Rajesh Swaminathan, Partner at Khosla Ventures. Drawing on decades of deep tech and climate investing experience, Rajesh breaks down how AI and energy infrastructure have become deeply intertwined, why Climate 2.0 requires a fundamental focus on techno-economics, and how startups can successfully integrate into existing legacy infrastructure.   In this episode, we discuss:   Why baseload clean energy is the ultimate bottleneck for AI scale and data centers Super hot rock geothermal and nuclear fusion as game-changers for 5-cent kilowatt-hour clean power Solving compute limitations through chip stacking, panel-based approaches, and photonic interconnects Rebuilding U.S. manufacturing leadership across semiconductors, photonics, and energy Strategic learnings moving from CleanTech 1.0 to Climate 2.0 "David AND Goliath": Why integrating into legacy infrastructure beats trying to replace it Top investment themes for the next 3 years: digital grid management, critical minerals, cement, and bio-manufacturing What transforms high-risk science into a venture-scalable company with massive impact Whether you are a deep tech founder, investor, or policy strategist navigating the intersection of AI, climate, and energy—this conversation offers critical insights for building enduring companies.   10X Growth Strategies is a community founded by Preethy Padmanabhan, started as a podcast five years ago and now grown into a community of over 14,000 founders, investors, and executives across Luma and LinkedIn. The community hosts monthly events on timely topics in tech, AI, and entrepreneurship.   Connect: LinkedIn: https://www.linkedin.com/company/10x-growth-strategies/ LinkedIn: https://www.linkedin.com/in/preepadu/ Website: https://grow10x.podbean.com/ Luma: https://luma.com/user/preepadu   #AI #Energy #ClimateTech #DeepTech #AIInfrastructure #Geothermal #NuclearFusion #Semiconductors #VentureCapital #10XGrowthStrategies Chapters: 00:00:09 - 00:01:10 - Welcome to SF Climate Week & 10X Community Intro 00:01:11 - 00:02:25 - The 10X Growth Strategies Mission & Sponsorships 00:02:26 - 00:03:33 - Introducing Rajesh Swaminathan (Khosla Ventures) 00:03:34 - 00:04:26 - 18 Years in Deep Tech: Journey into Climate Investing 00:04:27 - 00:06:00 - Climate 1.0 vs. 2.0: The AI + Energy Paradigm Shift 00:06:01 - 00:09:02 - Geothermal & Fusion: Energy as the Deciding Factor in the AI Race 00:09:03 - 00:11:43 - Next-Gen Compute: Chip Stacking, Photonics & U.S. Manufacturing 00:11:44 - 00:13:34 - Geopolitics, Policy Inconsistency & Building Resilient Infrastructure 00:13:35 - 00:16:12 - Techno-Economics: How Khosla Ventures Structures Seed to Late-Stage Risk 00:16:13 - 00:18:44 - The "David and Goliath" Integration Strategy for Hard Tech 00:18:45 - 00:19:35 - High-Priority Themes: AI for Digital Grid, Critical Minerals & EV/Robotics 00:19:36 - 00:23:25 - Audience Q&A: Geopolitical Friction vs. Founder Execution 00:23:26 - 00:24:38 - Vertical Integration vs. Partnering with Legacy Industries 00:24:39 - 00:25:39 - Audience Q&A: Bio-Based Compute and Manufacturing 00:25:40 - 00:27:20 - What Separates a Venture-Scale Startup from a Science Project

In this Daily Editorial, we welcome back Dave Erfle, founder and editor of The Junior Miner Junky, to analyze the historic momentum this month across the precious metals complex and what lies ahead for resource investors. Historic Price Action & Sector Rebound: A look at the sharp recovery across gold, silver, and major mining equities following multi-month corrections. Producer Fundamentals & Cash Flows: How record earnings, expanded profit margins, and robust Q2 financial performance are attracting generalist capital. Lagging Silver & Junior Valuation Discounts: The technical setup for silver and why high-risk juniors on the TSX Venture offer substantial relative value. Portfolio Strategy & Capital Rotation: Tactical perspectives on taking profits in outperforming developers and rotating into under-the-radar opportunities. Critical Minerals & Base Metals Exposure: Assessing the market's growing appetite for strategic assets, government-backed critical minerals, and copper fundamentals.   Click here to visit the Junior Miner Junky website to learn more about Dave's investment letter - https://www.juniorminerjunky.com/   ------------------------ 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.

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

AP correspondent Julie Walker reports on the U.S. trade war with Canada.

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

Chris Temple, Editor and Publisher of the National Investor, joins us to review the macroeconomic trends that are moving the markets, and his outlook on gold, silver, copper, critical minerals, oil, and the related resource equities.   We start off discussing recent fiscal and monetary policy in the US and abroad.  Treasury Secretary, Scott Bessent, recently intervened in the Japanese Yen, but it was largely ineffectual, as was the fiscal policy to try and control the long-end of the yield curve. Both initiatives were quickly reversed by the bond vigilantes. New Fed head, Kevin Warsh has lost some of his political capital by failing to hike rates, as inflation has crept higher, and the tone in the market is shifting slightly from shrugging all this off, to considering the challenges ahead. Chris outlines that while the Fed maintains it is an independent organization, there is going to be increased coordination and alliance between the US Treasury Department and theUS central bank.   Shifting over to commodities, we discuss the strong rally throughout the month of August in gold, silver, and precious metals equities in response to those macro forces. Chris had warned subscribers earlier in the year that things had become overbought and gotten ahead of themselves and to fade that rally, anticipating a medium-term sector pullback. He pointed out the corrective move in the PM sector, was then exacerbated by the war in Iran, when many felt that would be a bullish driver for gold and silver. One positive he highlights is that now gold and silver have started to ignore the higher interest rates and war, and focus more on the sovereign debt loads of nations around the world that are running out of options, desperate to stem the selling of bonds, and likely going to try and inflate their way out of the stagflation.   Next we shifted over to trends within copper, and the broad basket of Critical Minerals, where Chris makes the point that one can't paint them all with a broad brush, as some have unique fundamental or macro drivers. With regards to copper, he outlines that beyond the AI data center build out mania, EVs, and many popular narratives, that copper is still mostly needed for basic infrastructure build out, real estate construction, and the electrification of the developing world. Chris flags a few copper companies, preferring the opportunities in the advanced explorers and developers like Gunnison Copper Corp. (TSX: GCU) (OTCQB: GCUMF), Abitibi Metals Corp.(CSE: AMQ) (OTCQB: AMQFF), and Power Metallic Mines Inc. (TSXV: PNPN) (OTCBB: PNPNF) As far as the smaller niche' critical minerals sector, he reiterates that a lot of the reality is still around Chinese export controls, and the lack of viable alternatives for supply and processing in the west. We discuss this administration's policy initiatives, executive orders, and funding support to help advance some domestic projects. While he concedes this is the best tailwind for extractive industries in our lifetime, he also points out that it is not nearly enough money, support, or urgency, and much of what has been announced may very well get reversed if there are sweeping changes in congress for the upcoming mid-term elections.   Wrapping up, we get into the ongoing war with Iran, continued chokepoint in the Strait of Hormuz, longer-term damage to infrastructure, and what it all means to the energy sector. Chris explains what has kept the oil prices more subdued than many would have anticipated considering the supply shock hitting the world, but the highlights the very wide crack spreads between oil and refined products like diesel. The higher prices at the gas pumps, and record diesel prices are going to pressure consumers and businesses as this year progresses, and that inflation is going to impact Fed monetary policy and interest rates in a sustained way. Chris remains animated by the energy stocks and is holding on to them in his portfolio.      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.    

Overview In this episode, Argus examines new US export controls on tungsten scrap and battery black mass, introduced as part of a broader effort to secure domestic critical mineral supply chains. Our experts discuss the immediate market impact, the implications for recyclers and processors, and whether similar measures could spread to other metals and regions. Covered in this episode What the new US restrictions on tungsten scrap and battery black mass mean for exporters, recyclers and consumers How the measures are affecting prices, trade flows and domestic processing capacity in the US Why tungsten and battery materials are increasingly being treated as strategic resources Whether similar export controls could be extended to other critical minerals and non-ferrous scrap streams How the European Union is approaching scrap retention and critical raw material security The long-term implications for recyclers, global trade and vertical integration across metals supply chains Speakers Ronan Murphy, Editor, Argus Non-Ferrous Markets Reagan Patrowicz, Reporter, Critical Minerals Markets Cristina Belda, Associate Editor, Battery Materials Zach Schumacher, Editor, Argus Scrap Markets

This week: Highlights of webinar panel discussion when Olga Antonovskaya from BHP, Jessica Wan from Redwheel, Societe Generale's Marie Gerbier and Eirini Konstantinou from the European Bank for Reconstruction and Development, joined Innovation Forum's Ian Welsh to talk about what it takes for finance to back critical minerals at scale.  Plus: Diageo plastic bottle safety concerns in India; SE Asia's electric grid ongoing fragility; seep IP protection tightened in China; land restoration focus at UN desertification COP; and, big brand cotton from Brazil linked with forced labour, in the news digest. If you want to listen to the full critical minerals webinar, click here.

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

Why does the United States rely on China for critical minerals and what are the economic and security implications of this interdependence? From fighter jets to fridges, critical minerals are everywhere, shaping the global economy and our daily lives. Today, China dominates many points along critical mineral supply chains, such as mining and refining, following decades of intentional industrial policy. After years of relying on Chinese companies for these vital inputs, the United States has grown uncomfortable with its dependence on China for critical minerals. This economic chokehold became evident when Washington imposed tariffs and advanced chip export controls on China, causing Beijing to restrict rare earth exports to the United States – jeopardizing economic stability and galvanizing U.S. efforts to build up alternative, China-free supply chains. How realistic is completely decoupling critical mineral dependence from China?  Cory Combs joined us on July 23, 2026, to discuss the reasons behind and implications of the United States' critical mineral chokepoints with China.  Learn more about the speaker and watch the video here.

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

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

The conversation opens with a useful baseline on both countries. Australia has world-class mining equipment, technology, and services capabilities, and its mining sector contributes roughly 10 to 15 percent of GDP, yet it remains predominantly a raw material exporter with limited domestic demand. India has a large and growing demand for minerals to fuel its manufacturing ambitions, a vast talent pool, and competitive labour and energy costs, but has historically underinvested in systematic exploration, reserve creation, and processing relative to its long-term needs. The complementarity is clear, but Professor Yellishetty is equally clear about what is missing: while government-to-government and university-to-university engagement is working well through mechanisms such as the Comprehensive Strategic Partnership, the Ministry of Mines MoU, and KABIL's engagement with Australia's Critical Minerals Facilitation Office, the business-to-business piece  On the Australia-India Critical Minerals Research Hub (AICMRH), the conversation traces its origins to a community of practice that came together during the COVID-19 lockdown, eventually growing to around 150 researchers. The Hub has since hosted national symposiums, submitted recommendations to ministries on both sides, and facilitated student exchanges, with institutional partnerships including Monash University's collaborations with IIT Bombay and IIT Hyderabad. Professor Yellishetty notes that the Hub's policy recommendations fed into discussions around India's first critical minerals list and the announcement of Centres of Excellence (CoE) under the National Critical Minerals Mission, launched in 2025. The next step, he argues, is institutionalising this through a Joint Centre of Excellence that can anchor commercial outcomes alongside research, including moving promising technologies such as environmentally benign processing methods like deep eutectic solvents from laboratory to pilot scale and eventually to commercial deployment. Looking ahead, Professor Yellishetty organises the India-Australia opportunity into five buckets: policy and trade, technology research and development, investment and financing, skills and capacity building, and ESG learning. He sees particular promise in co-developing processing technologies rather than simply transferring them, spanning rare earth extraction, lithium value chains, and environmentally safer processing, as well as co-investing in third countries like Indonesia and Vietnam that hold significant mineral reserves. He also situates the bilateral relationship within the wider Quad framework, where Australia contributes mining and ESG expertise, Japan brings capital and downstream processing experience, and the United States offers technology and intellectual property, alongside India's scale and human capital. The ambition, ultimately, is to build India into not just a consumer of critical minerals but a processing hub capable of serving western markets. Every two weeks, Interpreting India brings you diverse voices from India and around the world to explore the critical questions shaping the nation's future. We delve into how technology, the economy, and foreign policy intertwine to influence India's relationship with the global stage.As a Carnegie India production, hosted by Carnegie scholars, Interpreting India, a Carnegie India production, provides insightful perspectives and cutting-edge by tackling the defining questions that chart India's course through the next decade.Stay tuned for thought-provoking discussions, expert insights, and a deeper understanding of India's place in the world.Don't forget to subscribe, share, and leave a review to join the conversation and be part of Interpreting India's journey.

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

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

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

In this episode we speak to Pat Risner, President of South32 Hermosa project in Arizona who are advancing a multi-metal critical minerals development in the Patagonia Mountains of southern Arizona targeting zinc, manganese, silver, lead, and copper.   In this conversation we discuss what makes Hermosa such a strategically important project, the recent progress on permitting, and why Pat describes it as "a different kind of mine." We'll also explore his leadership journey, the company's approach to safety, community and Tribal engagement, the role of innovation and remote operations, and what the mining industry needs to do to develop the next generation of talent. KEY TAKEAWAYS The Hermosa project has the potential to produce up to five critical minerals including zinc, manganese, and copper, helping address supply chain vulnerabilities and foreign reliance for the United States. By design, Hermosa minimises its environmental footprint using 90% less water than traditional historical operations, a battery-electric underground fleet, and a total land disturbance of just 700 acres over up to 70 years of operation. South32 established relationships with local communities and native tribes four to five years prior to submitting permit applications, allowing stakeholder input to directly shape project design and avoid cultural or environmental impacts. By placing its remote operating facility (Centro) in Nogales, the project removes traditional mining employment barriers and supports a goal of a minimum 80% local workforce. BEST MOMENTS "We all guarantee everyone goes home safe and well... 'Guarantee' is a very emotive, provocative word when we talk about safety in mining, but that's deliberate. It's on purpose; it drives and ensures we have the right conversations." "The concept is: the earlier you engage with deliberate intent that you want to design a project that's less impactful... you have to start really, really early so it's robust and meaningful consultation." "For most of my mining career, we just didn't tell our story in the industry... It was more about not being seen than telling your story, and so I think that's changing—and I think it has to change." "We had to address the historical challenges around our industry that have made it less acceptable to society, and that's where the 'different kind of mine' piece goes in." VALUABLE RESOURCES Mail:        ⁠rob@mining-international.org⁠ LinkedIn: ⁠https://www.linkedin.com/in/rob-tyson-3a26a68/⁠ X:              ⁠https://twitter.com/MiningRobTyson⁠  YouTube: ⁠https://www.youtube.com/c/DigDeepTheMiningPodcast⁠  Web:        ⁠http://www.mining-international.org⁠ GUEST RESOURCES ●      Social ○      LinkedIn: https://www.linkedin.com/showcase/south32-hermosa/ ○      Facebook: https://www.facebook.com/South32Hermosa ○      TikTok: https://www.tiktok.com/@south32ltd ●      Website: https://www.south32hermosa.com/en_us ●      Contact/Email: media@south32hermosa.com CONTACT METHOD ⁠rob@mining-international.org⁠ ⁠https://www.linkedin.com/in/rob-tyson-3a26a68/⁠ Podcast Description Rob Tyson is an established recruiter in the mining and quarrying sector and decided to produce the “Dig Deep” The Mining Podcast to provide valuable and informative content around the mining industry. He has a passion and desire to promote the industry and the podcast aims to offer the mining community an insight into people's experiences and careers covering any mining discipline, giving the listeners helpful advice and guidance on industry topics.  This Podcast has been brought to you by Disruptive Media. https://disruptivemedia.co.uk/

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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.  

(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