Podcasts about critical minerals

Bongani Bingwa speaks to Crystal Orderson about the potential in Africa’s economic growth opportunities in maximizing critical minerals. See omnystudio.com/listener for privacy information.

For years, China has been seen as the pivotal international economic partner across Africa. That was certainly true in terms of steadily rising trade volumes and a fire hose of state backed loans that built roads, railways, and ports across the continent. But when it comes to investment, China's always been a laggard behind the United States and the former European colonial powers. Today, it's the UAE, not China, that is the continent's largest source of foreign direct investment. Charles Kenny, a senior fellow at the Center for Global Development in Washington, D.C., joins Eric to discuss his latest report on Chinese FDI in Africa and why the long-promised wave of manufacturing investment never materialized. JOIN THE DISCUSSION: X: @ChinaGSProject | @eric_olander  Facebook: www.facebook.com/ChinaAfricaProject YouTube: www.youtube.com/@ChinaGlobalSouth Now on Bluesky! Follow CGSP at @chinagsproject.bsky.social FOLLOW CGSP IN FRENCH AND ARABIC: Français: www.projetafriquechine.com | @AfrikChine Arabic: عربي: www.alsin-alsharqalawsat.com | @SinSharqAwsat JOIN US ON PATREON! Become a CGSP Patreon member and get all sorts of cool stuff, including our Week in Review report, an invitation to join monthly Zoom calls with Eric & Cobus, and even an awesome new CGSP Podcast mug! www.patreon.com/chinaglobalsouth

Interview with Michael Rowley, President & CEO of Stillwater Critical MineralsOur previous interview: https://www.cruxinvestor.com/posts/group-ten-metals-pge-pges-nickel-and-copper-time-to-reward-patient-investors-343Recording date: 5th June 2025Stillwater Critical Minerals has positioned itself as a leading domestic critical minerals investment opportunity, combining substantial polymetallic resources with strategic institutional backing and favorable policy tailwinds. The company's recent transformation from Group 10 Metals reflects management's conviction in their Montana asset, which sits within America's most established platinum group element mining district.The investment proposition centers on a significant resource base containing 1.6 billion pounds of nickel, copper, and cobalt alongside 3.8 million ounces of platinum group elements and gold. This polymetallic endowment addresses multiple critical mineral supply chains simultaneously, providing natural commodity diversification and reducing single-metal price risk. The resource represents a potential 10-20 year mine life operation with bulk tonnage scenarios exceeding $50 per ton gross value.Glencore's strategic 15.4% investment provides crucial institutional validation and operational expertise. The global commodity giant has made two separate investments and secured board representation, indicating serious commercial interest beyond passive investment. This partnership brings established market access, technical knowledge, and potential development capital to advance the project through feasibility studies.The project's location within Montana's Stillwater Complex offers significant operational advantages. Positioned within 500 meters of Sibanye-Stillwater's active East Boulder mine, the company can potentially leverage existing infrastructure, processing facilities, and skilled workforce. This proximity reduces development capital requirements and project execution risk compared to greenfield opportunities in remote locations.Management has assembled proven technical expertise through recruitment from Ivanhoe Mines, bringing direct experience developing complex polymetallic deposits. The team's geological model applies successful Bushveld Complex strategies to similar rock formations, reducing exploration risk and accelerating resource definition. Their reinterpretation of 40,000 meters of historical and recent drilling data has identified previously unrecognized economic potential within the lower Stillwater Complex.Federal policy alignment creates exceptional development opportunities. The project directly addresses U.S. critical mineral security objectives, with potential access to Defense Production Act funding and regulatory support. Montana's pro-mining jurisdiction and established permitting frameworks provide additional development advantages, while congressional support has been demonstrated through direct engagement with the state's delegation.The development timeline offers near-term catalysts for value recognition. Management expects to complete a Preliminary Economic Assessment by Q3 2026, following additional drilling and resource modeling work. This milestone will provide crucial economic validation and establish the foundation for advanced feasibility studies and potential strategic partnerships.Market dynamics strongly favor domestic critical mineral development. Supply chain vulnerabilities, energy transition demand, and strategic stockpiling trends create sustained growth drivers across Stillwater's commodity portfolio. The company's polymetallic approach provides exposure to multiple market segments while reducing dependence on individual commodity cycles. Strategic optionality enhances investment appeal through multiple potential development pathways. These include strategic partnerships with neighboring operators, infrastructure sharing agreements, independent development scenarios, or potential acquisition by major mining companies seeking domestic critical mineral exposure.With approximately $15 million invested against a current market capitalization of C$63 million, Stillwater represents compelling value creation potential. The combination of substantial resources, institutional backing, policy support, and proven management positions the company to capitalize on America's critical mineral security imperative while delivering significant investor returns through systematic project advancement and strategic value realization.View Stillwater Critical Minerals' company profile: https://www.cruxinvestor.com/companies/stillwater-critical-mineralsSign up for Crux Investor: https://cruxinvestor.com

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The International Energy Agency projects the global market value of critical minerals could reach almost $800 billion by 2040. That's because we must have them for the electrified future. And right now, China is a dominant supplier.The Trump administration wants to find other sources, and it's looking to U.S. and international waters to mine minerals on the ocean floor. Marketplace contributor Daniel Ackerman has been reporting on the deep-sea mining companies that are working to figure out how to harvest in unforgiving terrain.

The International Energy Agency projects the global market value of critical minerals could reach almost $800 billion by 2040. That's because we must have them for the electrified future. And right now, China is a dominant supplier.The Trump administration wants to find other sources, and it's looking to U.S. and international waters to mine minerals on the ocean floor. Marketplace contributor Daniel Ackerman has been reporting on the deep-sea mining companies that are working to figure out how to harvest in unforgiving terrain.

We discuss the trilemma facing the energy and commodities markets -  between security, affordability, and sustainability, what now matters in policy and investment decisions? In the previous US administration and in Europe, sustainability was a key policy driver. Under the new Trump administration, and indeed globally since Russia's invasion of Ukraine, security has come to the forefront. How should organizations think about these three facets? How is the world changing and what does that mean for the energy and commodities sector? Our guest is Clay Seigle, Senior Fellow in the Energy Security and Climate Change Program at the Center for Strategic and International Studies. Clay holds the James R. Schlesinger chair in Energy and Geopolitics and is an experienced energy industry analyst with specialization in market intelligence and political risk. Clay provides policymakers and corporate leaders with thought leadership and strategic insights to navigate regional and global energy security challenges.

The U.S. is already scrambling to catch up with its number-one rival, China, in the race to secure critical materials. But can the Trump administration bring more mining and processing under U.S. control? WSJ senior reporter John Emont and Gracelin Baskaran, director of the Critical Mineral Security Program at the Center for Strategic and International Studies, discuss the economic and security implications of these minerals, the challenges to scaling up U.S. mining interests and the policies that might unlock both supply and demand for domestically produced critical minerals. Kate Bullivant hosts. Further Reading:  Critical Minerals Supply Risks Mount Amid China's Grip, Export Curbs  America's War Machine Runs on Rare-Earth Magnets. China Owns That Market.  Why the U.S. Keeps Losing to China in the Battle Over Critical Minerals  Automakers Race to Find Workaround to China's Stranglehold on Rare-Earth Magnets  Trump Says He Discussed Trade, Rare Earths in Call With China's Xi  Learn more about your ad choices. Visit megaphone.fm/adchoices

Decades ago, China foresaw what the U.S. didn't - a future dependent on critical minerals. Now, the U.S. is playing catch up as China's export controls threaten global supply chains. Join Laurie Chen, Ernest Scheyder and Jarrett Renshaw to hear the latest on critical minerals, particularly what China's dominance means for the modern world. Listen to part one here.  Sign up for the Reuters Econ World newsletter ⁠here⁠. Listen to the Reuters Econ World podcast ⁠here⁠. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices

With their past-producing IMA Tungsten Mine in Idaho, which has over 57,000 feet of historical drilling, American Tungsten (CSE: TUNG | OTCQB: DEMRF | FSE: RK9) is targeting production within 18 months of funding. With China's decision to restrict its tungsten exports this year, the need for a reliable U.S.-based supply has become increasingly urgent for American industries.At the Natural Resource Stocks Expo 2025 in Atlanta, Georgia, CEO Ali Haji explains how his company plans to emerge as a key domestic supplier of tungsten—a critical metal essential to defense, aerospace, and advanced manufacturing.For more information about American Tungsten, visit: https://americantungstencorp.com/Watch the full YouTube interview here: https://youtu.be/8e0iGCwKgsoAnd follow us to stay updated: https://www.youtube.com/@GlobalOneMedia?sub_confirmation=1

Global automakers have joined their U.S. counterparts to warn about the impact of China's restrictions on critical minerals. The U.S. tariff rate on most imported steel and aluminum has doubled, as President Donald Trump ratchets up a global trade war. Dutch far-right leader Geert Wilders is gambling that his hardline immigration stance will propel him to power in a snap election. And how Madrid's so-called "ghost towns" are being revitalized in an attempt to solve the Spanish capital's housing crisis. Recommended read: plastic that dissolves in seawater within hours Sign up for the Reuters Econ World newsletter ⁠⁠⁠here⁠⁠⁠. Listen to the Reuters Econ World podcast ⁠⁠⁠here⁠⁠⁠. Visit the ⁠⁠⁠Thomson Reuters Privacy Statement⁠⁠⁠ for information on our privacy and data protection practices. You may also visit ⁠⁠⁠megaphone.fm/adchoices⁠⁠⁠ to opt out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices

America is sitting on a $2 trillion opportunity and no one's talking about it. In this episode of The P.A.S. Report, Professor Nick Giordano breaks down the recent U.S. discoveries of massive lithium and rare earth deposits that could reshape the global economy, restore American manufacturing, and end our reliance on foreign adversaries like China. Now that President Trump is back in office, his administration is taking aggressive steps to fast-track development and unleash America's mineral dominance. But will the bureaucrats, eco-activists, and foreign interests succeed in derailing this opportunity? This episode reveals the stakes and the path forward. Episode Highlights: Uncovered: Trillions of dollars in mineral deposits and the U.S. states poised to become richer than Dubai Why these mineral discoveries could spark a new era of American economic dominance How the Trump administration is cutting red tape and blocking China from controlling America's critical resources  

In Zambia, efforts to clean up a massive acid spill from a Chinese-owned mine have been met with skepticism, despite government assurances. Officials claim restitution is underway and rehabilitation plans are in place, but activists question the fairness of compensation and lack of independent assessments.  Meantime, in the Democratic Republic of Congo, tensions are growing between major players in the cobalt and copper sectors. A public dispute between joint venture partners Ivanhoe and Zijin over mine damage revealed deep fractures, while an export ban on cobalt, aimed at stabilizing prices, has pitted Glencore against Chinese firm CMOC. JOIN THE DISCUSSION: X: @ChinaGSProject | @eric_olander | @obertbore | @christiangeraud Facebook: www.facebook.com/ChinaAfricaProject YouTube: www.youtube.com/@ChinaGlobalSouth Now on Bluesky! Follow CGSP at @chinagsproject.bsky.social FOLLOW CGSP IN FRENCH AND ARABIC: Français: www.projetafriquechine.com | @AfrikChine Arabic: عربي: www.alsin-alsharqalawsat.com | @SinSharqAwsat JOIN US ON PATREON! Become a CGSP Patreon member and get all sorts of cool stuff, including our Week in Review report, an invitation to join monthly Zoom calls with Eric & Cobus, and even an awesome new CGSP Podcast mug! www.patreon.com/chinaglobalsouth  

Send us a textIn this exclusive episode of The Family Office Club Podcast, top billion-dollar allocators share invaluable insights into their investment strategies and real-world experiences. Hosted by John Latter, founder of Fabridge Asset Management, the discussion features a panel of seasoned family office executives and investment firm leaders. These experts discuss a wide range of high-impact investment opportunities, including real estate, private equity, alternative assets, and emerging markets. Learn about their strategies for navigating current economic challenges, capitalizing on distressed assets, and making innovative investments in sectors like affordable housing, AI, critical minerals, and vertical farming. Additionally, panelists share valuable lessons learned from years of experience, focusing on due diligence, risk management, and long-term wealth creation. Whether you're an investor or a family office looking to expand your portfolio, this episode provides critical knowledge on high-net-worth investment strategies and success in today's evolving market.

In the final episode of our series, we've gather together a panel of experts who all have an interest in critical mineral mining.Demand for minerals like cobalt, lithium and copper is growing rapidly, as countries turn to green energy solutions. These minerals are used in EV batteries and wind turbines. So what does the future hold? How do countries approach China's dominance in both mining and processing, and what about the environmental and ethical concerns? Presenter: Sam Fenwick Producer: Lexy O'Connor(Photo: Off-shore wind turbines in Denmark, located on Middelgrunden a few kilometres outside Copenhagen. Credit: Getty Images)

In this episode, we speak with Emily Iona Stewart to unpack the complex and deeply political dynamics behind the global rush for critical minerals.Why are these minerals—like lithium, cobalt, copper, and nickel—so important? Where are they found? What are the implications of their extraction for Indigenous communities, ecosystems, and the development trajectories of post-colonial nations?We explore how critical minerals sit at the intersection of climate technologies, militarism, and digital technologies. From defense-for-minerals deals between the US and Ukraine or the DRC, to stockpiling strategies that prioritize military use over energy justice, this conversation highlights the geopolitical, economic, and ethical stakes of today's mineral boom.As Emily reminds us, it's not enough to decarbonize. We must ensure that the transition to a zero-carbon world doesn't reproduce the same systems of exploitation, dispossession, and inequality.Emily is the Head of Policy and EU Relations at Global Witness, a leading international NGO known for its investigative work exposing the connections between natural resource exploitation, environmental destruction, corruption, and human rights abuse.Emily has played a major role in shaping European climate and sustainability policy, including contributions to the European Green Deal. At Global Witness, she leads efforts to ensure that the extraction and use of transition minerals is not only responsible, but also just—centering the rights of affected communities and advocating for transparency and accountability.About Global Witness:For over 30 years, Global Witness has been investigating and exposing the systems that enable environmental harm, conflict, and corruption. Their work holds powerful actors accountable and supports movements fighting for climate justice and the protection of human rights. Learn more at ⁠globalwitness.org⁠.Resources: https://www.aljazeera.com/features/2025/1/2/modern-plunderers-lobito-corridor-plans-bring-fear-hesitation-in-drchttps://globalwitness.org/en/campaigns/transition-minerals/fuelling-the-future-poisoning-the-present-myanmars-rare-earth-boom/https://www.reuters.com/world/africa/congo-eyes-us-minerals-deal-by-end-june-ft-reports-2025-05-25/https://globalwitness.org/en/press-releases/clean-energy-dirty-consequences-mining-for-renewable-technologies-linked-to-global-social-unrest/https://smi.uq.edu.au/article/2022/12/54-per-cent-projects-extracting-clean-energy-minerals-overlap-indigenous-lands

Why are nations around the world racing to secure critical minerals? What's at stake, and what does it mean for you? In this conversation, our expert panel will break down what you need to know about critical minerals – their role in the net zero transition, the geopolitical issues, and the environmental and community impacts. Hear insights from Professor Marjorie Valix, the Net Zero Institute's (NZI) critical minerals pillar lead, global governance expert Professor Susan Park, the founder and managing director of Critical Minerals Association Namali Mackay and Andrew Petersen, the CEO of the Business Council for Sustainable Development Australia. Professor Deanna D'Alessandro, Director of NZI, hosts this discussion. This podcast is a recording of a live public event held on 20 May 2025. For more links and resources, including the transcript, visit Sydney Ideas website: https://bit.ly/4mzZZRS

Oliver Friesen, CEO of Guardian Metal Resources plc (LON:GMET, OTCQX:GMTLF), joins me for an introduction into this exploration and development company with 2 key projects focused on tungsten and critical minerals in Nevada, USA.  We unpack some of the nuances around this lessor known strategic metal, the keen interest from the US government in fast-tracking domestic sources of supply, and how the Company's 2 projects can play a role in this developing sector.   We start off discussing the 100% owned Pilot Mountain Tungsten Project, which is a Skarn-type Project which hosts a Mineral Resource Estimate (MRE) of 12.53Mt at 0.27% tungsten with significant copper, silver, zinc, and gallium credits.  This project is located on BLM Land, which is advantageous for expedited permitting and development work.   The next key milestone will be incorporating some of their recent engineering and geotechnical drilling work into a coming Pre-Feasibility Study (PFS) later this year.  Additionally, the exploration team will drilling a satellite target which could expand to compliment the known resources in a meaningful way.   Next we discuss the other flagship Tempiute Tungsten Project, which is a past-producing skarn-type tungsten-zinc-copper-silver mine and processing center, with valuable existing infrastructure in place.   In addition to more drilling this year to produce and updated Resource Estimate, the company has been sampling and drilling the historic tailings and at surface stockpiles with an eye towards getting those processed on-site or in a toll-milling scenario nearby in Nevada.    We then review Oliver's background in the industry, the team behind Guardian Metal Resources, and Company financials and key stakeholders.   If you have questions for Oliver regarding Guardian Metal Resources, then please email those into me at Shad@kereport.com.   Click here to follow the latest news from Guardian Metal Resources

They're essential to the green transition, modern tech, and defence systems—and global demand is soaring. In the first part of our series on critical minerals, we ask what they are, where they're found and why they matter?As countries scramble to secure supplies, we explore the rising geopolitical tensions shaping this fast-growing industry—including the Oval Office standoff between Presidents Trump and Zelensky over a landmark minerals deal.Presenter: Sam Fenwick Producer: Lexy O'Connor(Image: Hands holding rock samples of critical minerals)

The race to secure critical minerals is accelerating—but so is the urgency to reduce their carbon footprint. Mining, refining, and processing are energy-intensive, often reliant on fossil fuels, and responsible for significant emissions. Paradoxically, as the demand for net-zero metals grows, so too does their footprint. This webinar explores the practical pathways for decarbonising critical minerals supply. Our panelists share tangible insights, from electrifying operations and adopting renewable energy sources, to using low carbon mining technologies. The panel: Urishani Govender, chief sustainability officer, Harmony Gold Mining Company Arend Van Der Goes, senior sustainability manager, Eramet Reza Rahmaditio, critical minerals project lead, WRI Indonesia Moderator: Ian Welsh, publishing director, Innovation Forum

Nadia Schadlow, National Security Visiting Fellow at the Hoover Institution and Senior Fellow at the Hudson Institute, and John Maslin, CEO and co-founder of Vulcan Elements, join host Jeanne Meserve to discuss the critical role of rare earth magnets, in everything from consumer electronics to advanced military systems like F-35s and submarines. The conversation covers how China's near-monopoly on rare earth processing and magnet manufacturing poses a significant national security and economic vulnerability for the United States, along with the urgent efforts to build a resilient, independent U.S. rare earth magnet supply chain.Join us for the AI+ Expo on June 2-4, 2025, at the Washington Convention Center, where we will be recording six live episodes of NatSec Tech! This premier gathering will be the ultimate meeting space for networking and building meaningful connections that will drive progress as we bring together the brightest minds in artificial intelligence, policy, and industry. Register today. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit scsp222.substack.com

House Republicans' reconciliation package could undermine President Donald Trump's efforts to create a domestic supply chain for critical minerals and outcompete China. POLITICO's James Bikales breaks down the different ways the package could impact U.S. production of critical minerals. Plus, Senate Republicans will move this week to undo California's vehicle emission waivers, and the Trump administration announced it would allow Equinor's Empire Wind project to resume construction.  James Bikales is a reporter for POLITICO.  Nirmal Mulaikal is the co-host and producer of POLITICO Energy.  Alex Keeney is a senior audio producer at POLITICO.  Gloria Gonzalez is the deputy energy editor for POLITICO.  Matt Daily is the energy editor for POLITICO. For more news on energy and the environment, subscribe to Power Switch, our free evening newsletter: https://www.politico.com/power-switch And for even deeper coverage and analysis, read our Morning Energy newsletter by subscribing to POLITICO Pro: https://subscriber.politicopro.com/newsletter-archive/morning-energy Learn more about your ad choices. Visit megaphone.fm/adchoices

AP correspondent Charles de Ledesma reports the world's sources of critical minerals are increasingly concentrated in just a few countries, most notably China, leaving the global economy vulnerable to supply cutoffs

Critical minerals are required for the manufacturing of electronics, aerospace equipment, medical devices, and renewable energy technologies, making them essential for a country's economic and national security. These materials have been at the center of China's domestic and foreign policy for many decades, and China's ability to integrate internal industrial policies with foreign trade and investment policies has allowed them to gain dominance in the market. Meanwhile, the US has lagged behind China in terms of both access to and processing technology of critical minerals. The country has been heavily dependent on China for its critical minerals and struggles to find an alternative supplier.China's announcement to impose export restrictions on seven rare earth elements on April 4th has opened many conversations surrounding critical minerals, especially regarding the US and its supply chain vulnerabilities. What has China done to achieve their global dominance in the critical minerals sector, and what can the US do to address the overdependence issue they are facing today? To answer these questions and more, host Bonnie Glaser is joined by Gracelin Baskaran, the director of the Critical Minerals Security Program at the Center for Strategic and International Studies. She is a mining economist whose area of expertise is critical minerals and trade. Timestamps[00:00] Start[02:13] US Dependencies on Rare Earths and Critical Minerals[03:51] Sourcing from Latin America, Africa, and Asia[06:28] Environmental Harm from Mining and Processing[08:11] Deliberate Suppression of the Price of Rare Earths in the Market[11:06] Chinese Exports Restrictions on Seven Rare Earth Elements[14:08] US Administrations' Approaches to Critical Minerals Vulnerability[20:02] 2010 Fishing Boat Accident and Japan's Response [24:00] What might China do moving forward? [27:42] Timeframe for the US to Catch Up to China

Some are calling it 'mining's new frontier' – deep-sea mining for critical minerals. A company at the forefront of this development, is Allseas. A global offshore energy company that owns the world's first deep-sea mineral-production vessel. How do you extract critical minerals from the ocean floor, miles below the surface? And how do you do it responsibly? To answer these questions, I'm joined by Pieter Heerema, the President of Allseas.

Minerals like lithium, cobalt and rare earth are not just commodities. They are strategic assets which are shaping global power and the future of the energy transition.As US-China trade tensions escalate, countries across Africa (and elsewhere) where these minerals are found are now renegotiating their role in an increasingly fragmented global economy.This episode asks how Africa's mineral wealth can truly benefit its people and future generations. Guests discuss the challenges countries face in adding value domestically, and whether there's an opportunity to push for a more equitable, sustainable governance of the mineral supply chain.Drawing on the latest developments in the South China sea, Greenland and the new US-Ukraine minerals deal, we also hear how resource scarcity, trade, and geopolitical and economic interests are closely intertwined today against a backdrop of ongoing violence and instability.GuestsSara Pantuliano (host), Chief Executive, ODI GlobalAkim Daouda, Founder and CEO, Mwaana Inc.Rebecca Nadin, Director, Global Risks and Resilience team, ODI GlobalSilas Olan'g, Africa Energy Transition Advisor, Natural Resource Governance InstituteRelated resourcesThe critical minerals race to net zero (Event recording, ODI Global)Critical minerals, critical moment: Africa's role in the AI revolution (Insight, ODI Global)The ‘strategic mirage' of Africa's green minerals wealth (Insight, ODI Global)Why China is seeking greater presence in Africa – the strategy behind its financial deals (Insight, ODI Global)

Since 2017, the West's awareness of its strategic vulnerabilities in critical minerals has been growing – yet in reality little progress has been made. How have various policies progressed or hindered the development of a domestic supply chain in the US and the West more broadly? What is the new Trump administration's approach to critical minerals? How is that impacting former efforts like the Inflation Reduction Act? And what does it mean for China and its response? Just how close are we to experiencing an outright scarcity on these critical minerals in the US and the West? And what would that mean for our economies?  Our guest is mining entrepreneur and former Deputy Director for Batteries and Critical Materials at the US Department of Energy, Ashley Zumwalt-Forbes.

In this episode of Energy Evolution, host Eklavya Gupte speaks with Tim Gould, chief energy economist at the International Energy Agency (IEA). Gould shares his insights on how the expansion of renewables, coupled with geopolitics and evolving economic policies, is reshaping energy security. Gould explains the need to adapt energy supply security measures as the growth of clean energy leads to new risks, such as those arising from critical minerals and supply chain vulnerabilities. He also tells us how the IEA is beginning to see some shifts in broader energy investment trends due to a “climate of uncertainty" exacerbated by escalating trade tensions. This interview was recorded at the Summit on the Future of Energy Security in London, where representatives from over 60 governments and several energy companies convened to collaborate on the key issues facing energy markets. Energy Evolution has merged with Platts Future Energy, and episodes are now regularly published on Tuesdays.

In this episode of Energy Evolution, host Eklavya Gupte speaks with Tim Gould, chief energy economist at the International Energy Agency (IEA). Gould shares his insights on how the expansion of renewables, coupled with geopolitics and evolving economic policies, is reshaping energy security. Gould explains the need to adapt energy supply security measures as the growth of clean energy leads to new risks, such as those arising from critical minerals and supply chain vulnerabilities. He also tells us how the IEA is beginning to see some shifts in broader energy investment trends due to a “climate of uncertainty" exacerbated by escalating trade tensions. This interview was recorded at the Summit on the Future of Energy Security in London, where representatives from over 60 governments and several energy companies convened to collaborate on the key issues facing energy markets. Energy Evolution has merged with Platts Future Energy, and episodes are now regularly published on Tuesdays.

Trump's threat of 100 per cent tariffs on all movies produced outside the US could have major ramifications for numbers of films produced in regional Australia - particularly on the Gold Coast.

Central Asia is one of those regions that isn't getting a lot of attention these days, as it's not a major player in the escalating U.S.-China trade war. But that may soon change as both major powers look to the region to source energy, critical minerals, and build new logistics corridors. Chinese Foreign Minister Wang Yi spent a few days in the Kazakh capital Almaty meeting with his five Central Asian counterparts to plan an upcoming leaders summit that will take place in June. Meantime, the Uzbek government this month confirmed an ambitious critical minerals deal with the United States, highlighting the region's growing strategic importance. Yunis Sharifli, CGSP's non-resident fellow for Central Asia, joins Eric from Ankara, Turkey to discuss why this renewed attention on Central Asia will also propel the development of ambitious new transport routes linking Asia and Europe. JOIN THE DISCUSSION: X: @ChinaGSProject | @eric_olander | @ysharifli Facebook: www.facebook.com/ChinaAfricaProject YouTube: www.youtube.com/@ChinaGlobalSouth Now on Bluesky! Follow CGSP at @chinagsproject.bsky.social FOLLOW CGSP IN FRENCH AND ARABIC: Français: www.projetafriquechine.com | @AfrikChine Arabic: عربي: www.alsin-alsharqalawsat.com | @SinSharqAwsat JOIN US ON PATREON! Become a CGSP Patreon member and get all sorts of cool stuff, including our Week in Review report, an invitation to join monthly Zoom calls with Eric & Cobus, and even an awesome new CGSP Podcast mug! www.patreon.com/chinaglobalsouth

How have politics and geoeconomics turned rare earths and critical minerals into pressure points in the expanding global trade conflict? Listen to Jason Mitchell discuss with Professor Saleem Ali, University of Delaware, about what the energy transition means in the context of environmental security; how multilateral initiatives and increasingly national efforts are working to reshape supply and demand dynamics; and why it's critical we continue to rethink ways to diversify and secure global critical mineral supply chains.

With Glencore as a 15.4% shareholder and strategic partner, Stillwater Critical Minerals might just be holding one of the most important undeveloped critical mineral resources in the U.S. In this interview, Michael Rowley, President and CEO of Stillwater Critical Minerals (TSX.V: PGE | OTCQB: PGEZF | FSE: J0G), breaks down what makes the Stillwater Igneous Complex in Montana so unique—from 1.6 billion lbs of nickel, copper, and cobalt to 3.8 million ounces of platinum, palladium, rhodium and gold.Why does this matter now? The U.S. is racing to secure its own critical mineral supply, and this project could be a key part of the solution. Tune in to hear how this discovery is gaining momentum in the push for critical minerals in North America.Learn more about Stillwater Critical Minerals: https://criticalminerals.com/Watch the full YouTube interview here: https://youtu.be/mE9mDa7uGTsAnd follow us to stay updated: https://www.youtube.com/@GlobalOneMedia?sub_confirmation=1

This conversation delves into the evolving dynamics of global trade, particularly focusing on the relationship between the US and China, and its implications for the metals and mining markets. The discussion highlights the increasing importance of critical minerals, the impact of tariffs, and the challenges faced in reshoring supply chains. Andrea Hotter provides insights into the changing narratives surrounding mining, the complexities of Section 232 investigations, and the current state of the copper market. The conversation also addresses the challenges of smelting capacity in the US and the potential for international partnerships in the face of rising tensions and trade wars. In this conversation, Andrea discusses the critical importance of domestic processing capacity for rare earths and the need for diversification in supply chains, drawing lessons from Japan's experience. She highlights the challenges faced in workforce development and processing knowledge in the U.S., as well as the infrastructure and environmental hurdles in mining projects. The conversation also touches on government financing and support for mining initiatives, the geopolitical dynamics surrounding critical minerals, and the role of Africa in the global mineral supply. Finally, Andrea addresses the contradictions of isolationism in trade and the necessity of maintaining global partnerships.This episode of Mining Stock Daily is brought to you by... Vizsla Silver is focused on becoming one of the world's largest single-asset silver producers through the exploration and development of the 100% owned Panuco-Copala silver-gold district in Sinaloa, Mexico. The company consolidated this historic district in 2019 and has now completed over 325,000 meters of drilling. The company has the world's largest, undeveloped high-grade silver resource. Learn more at⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠https://vizslasilvercorp.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Calibre Mining is a Canadian-listed, Americas focused, growing mid-tier gold producer with a strong pipeline of development and exploration opportunities across Newfoundland & Labrador in Canada, Nevada and Washington in the USA, and Nicaragua. With a strong balance sheet, a proven management team, strong operating cash flow, accretive development projects and district-scale exploration opportunities Calibre will unlock significant value.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.calibremining.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Integra is a growing precious metals producer in the Great Basin of the Western United States. Integra is focused on demonstrating profitability and operational excellence at its principal operating asset, the Florida Canyon Mine, located in Nevada. In addition, Integra is committed to advancing its flagship development-stage heap leach projects: the past producing DeLamar Project located in southwestern Idaho, and the Nevada North Project located in western Nevada. Learn more about the business and their high industry standards over at integraresources.com

Interview with VP of Critical Minerals, Debra BennethumOur previous interview: https://www.cruxinvestor.com/posts/energy-fuels-nyse-uuuu-reshoring-critical-mineral-production-back-to-the-us-6878Recording date: 23rd April 2025Energy Fuels stands at a pivotal moment in its corporate evolution, transforming from a 45-year veteran uranium producer into potentially America's premier rare earth elements processor. This strategic pivot capitalizes on the company's existing infrastructure, technical expertise, and unique competitive advantages in an increasingly critical sector. The rare earth oxide produced by Energy Fuels—particularly neodymium-praseodymium (NDPR)—is essential for manufacturing permanent magnets used in electric vehicle motors, wind turbines, and defense applications. Unlike many aspirational rare earth companies, Energy Fuels has already commissioned a 1,000-ton per annum production facility at its White Mesa Mill with plans to expand to 6,000 tons by 2028, demonstrating real production capability rather than conceptual plans.The company's strategic advantage stems from its approach to processing monazite sand—a byproduct of heavy mineral sand operations—which provides a more favorable cost structure than competitors. Critically, Energy Fuels' uranium processing expertise, existing facilities, and regulatory permits create significant barriers to entry for potential competitors, as monazite contains uranium that must be properly processed and managed. This positions Energy Fuels as potentially the only American company that can economically process this valuable rare earth source at scale, with the company's leadership believing they can compete with Chinese producers on cost—a critical factor for securing automotive contracts.Recent additions to the leadership team enhance this competitive position. Debra Bennethum, who joined as VP of Critical Minerals in June 2024, brings 13 years of procurement and supply chain experience at General Motors, including direct involvement in sourcing critical minerals for EV batteries and drive units. This automotive industry expertise provides Energy Fuels with invaluable insights into OEM procurement processes and requirements, potentially accelerating customer acquisition and contract negotiations.The timing for Energy Fuels' strategic pivot appears opportune. Recent Chinese export restrictions on seven rare earth elements have highlighted vulnerabilities in global supply chains, accelerating automotive manufacturers' interest in securing domestic supplies. The semiconductor shortage during the pandemic further prompted OEMs to develop more direct relationships with material suppliers to avoid similar disruptions. These dynamics create strong tailwinds for Energy Fuels as it develops its rare earth business.For investors, Energy Fuels offers a compelling combination of execution progress and substantial market opportunity. The company has already secured validation partnerships with manufacturers like POSCO International, with potential for product to enter saleable vehicles as early as this year. The automotive industry's typical 5-7 year contract structures for vehicle programs offer visibility for potentially stable, long-term revenue streams. Additionally, Energy Fuels' diversified revenue approach—maintaining its uranium business while developing rare earth production—provides multiple avenues for growth while reducing concentration risk. With a feasibility study update expected by year-end and financial projections to follow in 2025, investors may soon have clearer visibility into the value proposition of what could become America's cornerstone rare earth producer in an increasingly critical mineral-dependent economy.—Learn more: https://cruxinvestor.com/companies/energy-fuels-incSign up for Crux Investor: https://cruxinvestor.com

Building out the infrastructure needed for the low-carbon energy transition will require a substantial increase in the production of critical minerals and metals such as copper, nickel, zinc and lithium. These minerals are needed for many different technologies including electric vehicles and battery storage, clean hydrogen, geothermal, wind, solar and electricity networks.   In this episode of the All Things Sustainable podcast, we'll hear how one of the biggest producers of critical minerals, Vale Base Metals, is approaching this increased demand. And we'll explore how the company thinks about balancing those demands with other sustainability issues including community engagement, biodiversity, waste management, and physical climate risks.  We sit down with Vale Base Metals  Chief Sustainability and Corporate Affairs Officer Emily Olson on the sidelines of S&P Global's CERAWeek energy conference. Vale Base Metals is a subsidiary of mining company Vale SA with operations in Canada, the UK, Brazil, Japan and Indonesia.  Emily says Vale Base Metals factors sustainability into its operations from the start. “You cannot be a miner without having sustainability in all of its elements integrated into how you run your operations," she says. “It's a big operation — we impact the land, we impact communities. And so for us, your social license and how you are willing to create that mutual and shared value, that's the first stop.”  Emily also discusses how the company is navigating current market uncertainty from tariffs and the potential impacts on the company's supply chains. “Policy aside, mining needs dependable supply chains,” she says. “We are a long life, long lead business. Having dependable diversified supply chains is really important.”  Read S&P Global Sustainable1 research: Rocks and hard places: The ecosystem risks of mining for energy transition minerals  Learn more about the S&P Global Sustainable1 Nature & Biodiversity Risk dataset. This piece was published by S&P Global Sustainable1, a part of S&P Global.           Copyright ©2025 by S&P Global DISCLAIMER     By accessing this Podcast, I acknowledge that S&P GLOBAL makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast. The information, opinions, and recommendations presented in this Podcast are for general information only and any reliance on the information provided in this Podcast is done at your own risk. This Podcast should not be considered professional advice. Unless specifically stated otherwise, S&P GLOBAL does not endorse, approve, recommend, or certify any information, product, process, service, or organization presented or mentioned in this Podcast, and information from this Podcast should not be referenced in any way to imply such approval or endorsement. The third party materials or content of any third party site referenced in this Podcast do not necessarily reflect the opinions, standards or policies of S&P GLOBAL. S&P GLOBAL assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this Podcast or the compliance with applicable laws of such materials and/or links referenced herein. Moreover, S&P GLOBAL makes no warranty that this Podcast, or the server that makes it available, is free of viruses, worms, or other elements or codes that manifest contaminating or destructive properties.     S&P GLOBAL EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.   

Today we're releasing an episode outside of our normal schedule on tariffs and those on metals in particular. What tariffs are in place on metals and critical minerals? What has been the response particularly from China? What is the legal underpinning of those tariffs and how does that create uncertainty? What are the administration's goals? And what does it mean for contracts? What does it mean for M&A? And what does it mean for markets? Our guest is Guy Winter, partner at Fasken, the global law firm, in their Global Mining Group. Guy is also on the advisory board of the Critical Minerals Association in the UK and on the UK's Department of Business and Trade Critical Minerals Expert Committee. He is also an author of fiction books - his latest two were The Billionaire Suicide Club and The Billionaire Suicide Club 2; Red queen Rising. For more on Enco Insights Expert witness offering visit: www.encoinsights.com 

In Part 2, we continue our discussion on navigating the new Trump Administration. Why are metals and critical minerals central to the administrations agenda? What does it mean to prioritize security over economics and sustainability?  How to manage the inherent internal conflicts between co-existing policies and statements and what the trading opportunities might be for the energy & commodities sector.  We welcome back with Nick Kumleben, the Energy and Commodities Director at Green Mantle, the geopolitical and macro advisory firm that weaves in historical context to help organizations understand the current markets and opportunities within them. 

In this special live episode recorded at the Women in Mining USA 2025 annual event in San Antonio, host Emily King sits down with Ashley Zumwalt-Forbes, a pioneering engineer and investor who has helped deploy over $6 billion in private capital into America's battery supply chain. Ashley shares insider perspectives from her time as US Deputy Director for Batteries and Critical Minerals, discussing the challenging realities of competing with non-market actors like China in critical mineral markets. The conversation explores policy mechanisms to establish secure Western supply chains, including price floors and midstream processing development, while offering valuable insights for women looking to capitalize on opportunities in this rapidly evolving sector. Join us for this candid discussion that moves beyond industry echo chambers to address the practical solutions needed to secure America's mineral future.

Earth AI is discovering untapped critical metal deposits at half the cost in a fraction of the time. They combine machine learning and new modular drilling technology to move from detecting a prospect to drilling in just three to six months. They recently announced $20M in Series B funding in an oversubscribed round led by Tamarack Global and Cantos Ventures. Participating investors include Overmatch, Alpaca, Sparkwave Capital, Y Combinator, and Scrum Ventures.Roman is a YC alum, ex-PhD candidate at the University of Sydney,  and geologist with 10 years of industry and research experience in Europe, the Middle and Far East, and Australia.Here are 6 topics we covered in the podcast:1. The Problem The world faces a projected $10T demand for critical metals by 2050, yet new mineral discoveries have declined by 70% over the last decade. Current exploration methods are expensive, slow, and increasingly inefficient.2. AI-Powered Discovery Roman's team developed a machine learning model trained on 50 years of exploration data. The AI identifies geological proxies—subtle clues that indicate where valuable minerals may lie beneath the surface.3. Vertical Integration After realizing the industry wasn't ready to adopt their tech, Earth AI built its own exploration and drilling systems. This vertical integration slashed costs and sped up testing, allowing them to confirm mineral targets rapidly.4. Breakthrough Results Their AI led to the first-ever discovery of magnetic nickel on Australia's East Coast. They've since found lithium, silver, and lead deposits, securing land cheaply and unlocking high-value prospects.5. Founder Wisdom Roman emphasizes sustainable work habits and a strong internal compass. He credits storytelling as crucial to convincing investors and the broader industry of Earth AI's potential.--

This week on No Priors, Sarah and Elad are joined by Josh Goldman, cofounder and president of KoBold Metals. KoBold is using AI to transform how we discover critical minerals like lithium and cobalt, making the exploration process faster, more precise, and more scalable than traditional methods. In this episode, Josh explains how KoBold is rethinking the fundamentals of mineral exploration by combining unique datasets, scientific modeling, and predictive algorithms. They dive into the company's driving philosophy and technical approach, how they validate underground hypotheses, and why regulatory knowledge and a localized approach are crucial. Josh also discusses what success looks like in exploration today and the scarcity of world-class deposits. Sign up for new podcasts every week. Email feedback to show@no-priors.com Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil | @KoBold_Metals Show Notes: 0:00 Introduction 0:29 KoBold Metals 3:14 Using unique datasets 6:20 Traditional methods of lithium exploration 8:38 Regulatory vs. rarity constraints 13:40 Technical approach 16:25 Validating hypotheses 23:56 Redefining success in mineral exploration 25:44 Scarcity of good projects and deposits 32:44 Philosophy behind prediction 36:46 KoBold's origin story

It's critical that companies pay attention to the new Section 232 investigation on critical minerals & rare earth elements. Listen for details on Two Minutes in Trade. 

Listen for the latest from Bloomberg NewsSee omnystudio.com/listener for privacy information.

Preview: Colleague Brett Arends of MarketWatch, writing ROI column, views the US in retrenchment following PRC threat to sell US treasuries and withhold critical minerals from market. More. 1966 MAO AND THE CULTURAL REVOLUTION

CSIS's Gracelin Baskaran joins the podcast to discuss China's halt of critical minerals to the United States. In addition to consumer products, the Pentagon and defense contractors are heavily reliant on magnets and rare earth minerals mined or processed in China. Baskaran discusses the impact of this decision and more.

While other regions scramble for critical minerals, Quebec launched its strategy in 2020—years ahead of competitors. In this exclusive Stocks to Watch interview, Patrice Roy, Quebec's Director of Geological Information at the Ministry of Natural Resources and Forests, shares why the province beat the entire continent to launching North America's first critical minerals plan. Patrice discusses how Quebec's resource sector is preparing for potential trade policy shifts under US President Trump while developing strategic partnerships across Europe and Asia that most investors haven't noticed. As global demand for EV battery materials intensifies, discover which minerals Quebec has prioritized and how the government is using tax credits, certification schemes, and renewable energy advantages to attract international developers. Furthermore, she also shares her perspective on Quebec's approach to sustainable mining, social acceptability challenges, and the infrastructure developments making the province "one of the most attractive ecosystems for mining exploration in the world."Learn more about the initiatives of the Ministry of Natural Resources and Forests: https://mrnf.gouv.qc.ca/en/Watch the full YouTube interview here: https://youtu.be/Hsv_gi9gL1kAnd follow us to stay updated: https://www.youtube.com/@GlobalOneMedia?sub_confirmation=1

Critical minerals have hit the headlines of almost every news outlet this week as US President Donald Trump made his desires to mine them in Ukraine clear. These precious resources are a hot geopolitical bargaining chip thanks to our reliance on them in everything from mobile phones to wind turbines. This week, Inside Science unearths everything you need to know about critical minerals; what they are, why they're critical, and what we do when there's no more left to mine. Also this week, we come to the end of a laborious seven-year journey of collecting and identifying Scotland's most valued Jurassic fossil. And Nature journalist Lizzie Gibney brings us her pick of the week's science news, including moon landers and woolly mice. Presenter: Marnie Chesterton Producers: Sophie Ormiston, Gerry Holt, Ella Hubber Editor: Martin Smith Production Co-ordinator: Jana Bennett-Holesworth To discover more fascinating science content, head to bbc.co.uk search for BBC Inside Science and follow the links to The Open University.

We are fighting for our right to live. To exist. To buy products for higher prices than we could have bought them. And should we win the day, the Second of April will no longer be known as an American holiday, but as the day the United States declared in one voice: "We will not go quietly into the night!" We will not vanish without a fight! We're going to live on! We're going to survive! We are going to conquer Greenland! Today, we celebrate our Liberation Day!--Timestamps:(00:00) - Introduction (02:54) - Trade Policies and Tariffs (05:56) - Impact of Tariffs on Businesses(16:01) - Congressional Role in Tariff Decisions(21:53) - Sanctions vs. Tariffs(28:07) - Shifting Financial Sanctions and Tariffs(29:32) - US-Venezuela Relations: Regime Change and Mixed Signals(31:22) - Trump's Foreign Policy Goals with Russia(32:30) - Impact of Sanctions on US Domestic Politics(37:59) - USMCA Renegotiation and Tariff Strategies(42:44) - Nearshoring Challenges and Critical Minerals(47:33) - Currency Adjustments and Global Trade Dynamics(52:04) - UK's Trade and Foreign Policy Post-Brexit--Referenced in the Show:Link to Rachel's Substack: https://rziemba.substack.com/Link to Peterson report mentioned in podcast: https://www.piie.com/commentary/testimonies/evidence-costs-and-benefits-economic-sanctions--Jacob Shapiro Site: jacobshapiro.comJacob Twitter: x.com/JacobShapCI Site: cognitive.investmentsSubscribe to the Newsletter: bit.ly/weekly-sitrep--The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com --Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today's volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world.Cognitive Investments is an investment advisory firm, founded in 2019 that provides clients with a nuanced array of financial planning, investment advisory and wealth management services. We aim to grow both our clients' material wealth (i.e. their existing financial assets) and their human wealth (i.e. their ability to make good strategic decisions for their business, family, and career).--This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp