Podcasts about Mining

Trump's new administration has a plan to reimagine America's monetary policy through a pivot to gold and the devaluing of the Dollar. The tariffs are an indicator that what was done in 1971 when America depegged from gold might be a signal that a massive change is impending once again, this time in reverse. Matt Smith and Doug Casey look for opportunities that present themselves during times of instability and crisis, and there has never been more uncertainty with the direction of the country than there is now. Mining stocks have tremendous upside in Trump's new system, as gold currently smashes through all-time highs. Could silver have a breakout, and what is the role of Bitcoin in this new system? Matt Smith has thoughts on how to position yourself to deal with the changes that are coming.---Macroaggressionswww.Macroaggressions.ioMerch StoreLink Tree Video ChannelsRumble | YouTube | BrighteonActivist PostNewsletter Sign UpAudiobooksHypocrazyThe Octopus of Global ControlSupport Our SponsorsReplace Your Mortgage: www.WipeOutYourMortgageNow.comGround Luxe Grounding MatsC60 Power | Promo Code: MACROChemical Free Body | Promo Code: MACROWise Wolf Gold & SilverLegalShield: www.DontGetPushedAround.comChristian Yordanov's Health ProgramThe Dollar VigilanteNesa's Hemp | Promo Code: MACROAugason Farms

When we sat down with Paul Andre Huet, CEO of America's Gold and Silver, for our latest Payne Points of Wealth episode, one theme became clear: The demand story for silver is evolving and expanding. Let's break it down in simple terms. 1. Electrification of the Economy Silver is one of the best electrical conductors in the world. That makes it critical for: electric vehicles charging infrastructure transmission systems As more of the global economy moves from fossil fuels to electricity, the need for efficient conductive materials rises, and silver plays a central role. 2. Electronics & Connectivity Virtually every modern electronic device contains silver: smartphones laptops semiconductors circuit boards As the world becomes more connected, the baseline demand here isn't shrinking, it's steadily expanding. 3. Solar Energy Solar panels use silver in their photovoltaic cells. Every installation: from residential rooftops to utility-scale solar farms requires it. As countries continue: reducing carbon emissions investing in renewable energy building out grid capacity Silver demand increases alongside that transition. 4. Automotive (Beyond EVs) Even traditional vehicles rely on silver in: electronics safety systems sensors Modern cars, especially higher-end models are increasingly electronic systems on wheels. The Supply Reality While use cases are expanding, supply isn't as flexible. Many silver mines don't produce silver as their primary output Production is often tied to other metals like copper or lead Opening new mines takes years, often a decade or more This creates a dynamic where: demand can rise quickly supply responds slowly That imbalance tends to matter over time. Where Investors Often Get It Wrong Investors tend to focus on what's obvious. Today, that means: The Magnificent Seven: Apple, Microsoft, Nvidia, Alphabet, Amazon, Meta and Tesla Widely discussed semiconductor stocks Big IPOs like SpaceX, OpenAI & Anthropic But in markets, leadership rotates. Yesterday's winners aren't usually tomorrow's leaders. Most of the best opportunities don't come from chasing what's already worked, but where the underlying drivers are changing. Silver may be one of those areas. Not because of a single headline. But because of a broad, overlapping set of use cases that continue to grow. A Financial Planning Perspective Now, this is where discipline becomes important. A compelling story does not automatically mean it should be in a portfolio. When we think about building a portfolio, we're NOT asking: “Is this interesting?” We're asking: Do I have all my bases covered when building a diversified allocation? If commodities like silver rise, does my portfolio benefit? How can owning different asset classes in my portfolio reduce volatility? Does my portfolio align with my long-term financial goals? Because a stand-alone commodity like silver can: be cyclical experience sharp price swings move on sentiment as much as fundamentals Instead, owing a diversified basket of commodities that includes silver, can potentially lower overall portfolio risk, not increase it The Bigger Takeaway One of the most valuable insights from our conversation wasn't about predicting silver prices. It was about something more fundamental: where demand is quietly growing in the real economy. We're seeing: more electrification more energy transformation more connectivity more industrial complexity And silver sits at the intersection of all of it. Final Thought Over the long term, markets rarely reward investors for buying what's hot today, they reward allocating capital to sectors and asset classes before they become widely popular among investors. Right now, silver is becoming more embedded in how the world operates: how we produce energy how we move how we communicate how we build That doesn't mean it's definitely going higher. And it doesn't replace the need for a diversified, disciplined plan. But it does mean it's worth paying attention to. If you haven't yet, we encourage you to listen to Episode 245 of Payne Points of Wealth, it's a great discussion on how evolving real-world demand, operational execution, and long-term investing intersect.

In this episode, Kenny and Jay are joined by Ryan Callaghan—CEO of Backcountry Hunters & Anglers, lifelong Westerner, hunter, and fierce public lands advocate—for a wide-ranging discussion on some of the biggest conservation battles happening right now. Ryan breaks down the controversial Oregon PEACE Act (Initiative Petition 28), a ballot measure that could criminalize hunting, fishing, trapping, livestock practices, pest control, potentially devastating rural economies, wildlife management, and generations of outdoor heritage in the state.He also dives into the fight over Minnesota's Boundary Waters, where efforts to open lands upstream for sulfide mining threaten one of America's most iconic wilderness canoe areas, pristine waters, and the recreation economy it supports.Plus, Ryan shares insights on wilderness in the West, shifting animal patterns and migrations, habitat challenges, public lands policy, and everything in between—from practical conservation wins to the cultural importance of hunting and fishing as tools for wildlife management.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Collective Mining Executive Chairman Ari Sussman joins Mining Stock Daily to discuss the implications of Colombia's recent presidential election and why he believes the country's new pro-growth, pro-mining administration could usher in a new wave of investment into one of the world's most prospective exploration jurisdictions. Ari explains how the improving political backdrop complements Collective's aggressive timeline toward permitting and developing the Apollo discovery, including plans to advance an exploration adit and accelerate a maiden resource estimate. The conversation also dives into the company's expanding oxide discovery at Northern Apollo, how it could enhance future mine economics, and why the Guayabales project continues to evolve into a potential world-class gold system. Ari wraps up with his outlook on the current precious metals correction, why he's personally buying mining stocks, and what investors should watch from Collective through the remainder of 2026.

This interview is disseminated on behalf of NevGold Corp.NevGold (TSXV: NAU | OTCQX: NAUFF | FRA: 5E50) President, CEO, and Director Brandon Bonifacio joins Stocks to Watch to discuss recent metallurgical results from the Limousine Butte Gold-Antimony Project in Nevada.Learn more about NevGold: https://nev-gold.com/Watch the full YouTube interview here: https://youtu.be/cOPzU8VyLEYAnd follow us to stay updated: https://www.youtube.com/GlobalOneMedia 

What if your greatest leadership achievement isn't what you accomplish yourself - but the leaders you develop who continue multiplying long after you're gone? In this episode of Leaders of Transformation, Nicole Jansen welcomes back leadership development expert and bestselling author Mac Lake to discuss his latest book, Super Multiplier. What does it take to build a leadership legacy that extends far beyond your own influence? Mac reveals how great leaders intentionally develop leaders who go on to develop other leaders – creating a multiplication effect that can impact organizations for generations. Drawing from decades of experience building leadership pipelines, Mac shares the mindset shifts and practical habits leaders need to intentionally develop others and create a culture of multiplication. Together, Nicole and Mac explore why most leadership development efforts fail, the hidden beliefs that prevent leaders from investing in others, and how to identify and unlock the potential already sitting within your organization. Whether you're leading a business, ministry, nonprofit, or team, this conversation will challenge you to think beyond leadership training and embrace leadership multiplication that lasts for generations. What We Discuss in this Episode Why leadership gaps are solved by developing people, not simply finding people The hidden mindsets that prevent leaders from developing others Why most organizations rely on the ineffective "wait and hope" leadership strategy The difference between leadership training and leadership transformation Why mindset must change before skill set can change How limiting beliefs hold emerging leaders back from reaching their potential What it means to "mine for the gold" in people How great leaders identify and cultivate strengths in others Lessons from Jesus' model of leadership development and multiplication Why leadership multiplication is more powerful than leadership addition How to develop leaders who can develop other leaders Why leadership development requires intentionality more than time Practical ways to develop leaders during everyday work activities How modeling, practice, and debriefing accelerate leadership growth Why failure is one of the greatest tools for leadership development The 4T Framework: Think, Try, Talk, and Train How leaders can continue growing by building on their strengths The importance of creating a replicable leadership development process What it means to build leadership four generations deep How to create a lasting leadership legacy within your organization Highlights  00:00 – Why Leadership Development Often Fails 02:30 – Leadership Gaps Aren't Solved by Finding People 06:00 – The Mindsets That Limit Leadership Multiplication 10:00 – Why Mindset Comes Before Skill Set 13:00 – The Problem with the "Wait and Hope" Strategy 16:00 – Leadership Training vs. Leadership Transformation 20:00 – Mining for the Gold in People 24:00 – What Jesus Teaches Us About Developing Leaders 29:00 – Why Leaders Think They Don't Have Time 33:00 – Everyday Opportunities to Develop Future Leaders 38:00 – Failure as Fertilizer for Growth 42:00 – The Power of Modeling and Debriefing 46:00 – How to Identify Your Next Growth Area 50:00 – The 4T Framework for Leadership Development 54:00 – How to Multiply Leaders Four Generations Deep 58:00 – Building a Leadership Legacy That Lasts Episode Show Notes and Links to Mac Lake's Books and Resources: https://leadersoftransformation.com/podcast/leadership/super-multipliers-how-to-multiply-great-leaders-four-generations-deep-with-mac-lake/ Check out our complete library of episodes and other leadership resources here: https://leadersoftransformation.com ________

Each year American Rivers, a national river focused advocacy organization publishes a list of 10 rivers that are beautiful rivers and rivers that want our engagement. These are the rivers of the 2026 Most Endangered Rivers List. American Rivers first published the Most Endangered Rivers List in 1984, and now 41 years later, they still bring to our attention ten rivers of elevated importance. This year's rivers run between 8 and 400 miles in length. My guest again this year is Chantel Dominguez from American Rivers. Chantel brings infectious optimism to the power of highlighting these rivers.    GUESTChantel Dominguez American Rivers|   MER LIST 2026America's Most Endangered Rivers of 2026 Video of AR's MER List 2026 on YouTube Support American Rivers   SPONSORSPoudre River Fund NRS NRS PFD for Whale Foundation Whale Foundation     THE RIVER RADIUSWebsiteRunoff signup (episode newsletter)InstagramFacebookApple PodcastSpotifyLink Tree

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

CEO Ranj Pillai was interviewed by Mining Stock Daily. He discussed Seva Mining's direct shipping ore strategy for the Cameron Gold Project in Northwestern Ontario, including early-stage talks with Coeur and West Red Lake Gold to mill the company's ore. Pillai was the former premier of the Yukon.

Guest: John Metzger (LinkedIn), Founder of Asset Assurance Monitoring (Website)."I don't know how, but I recognized it was one of my children. My friend rescued Nicolas, and I thought: Oh my God, at least I managed to catch one."These were the words of a father fleeing the 2015 Bento Rodrigues (Mariana) dam disaster in Brazil (O Globo, 08/11/2015). Five days later, his daughter Emanuele was found dead. The collapse killed 19 people and sent a torrent of toxic mine waste 670km down the Doce River to the Atlantic Ocean. It was Brazil's worst environmental disaster.Four years later, just 70km west, it happened again. The 2019 Brumadinho dam collapse killed 272 people—including an entire family of five and an unborn child—becoming Brazil's worst industrial disaster. Both mines were owned by corporate giant Vale.When raw ore is extracted, the toxic, liquid byproduct is stored behind massive earthen structures called tailings dams. Globally, there are an estimated 29,000 to 35,000 active, inactive, or abandoned tailings storage facilities (TSFs) holding 223 billion tonnes of waste (World Mine Tailings Failures). Active sites account for 85% of all failures. The risk is ongoing: as of late 2025, Brazil alone has 916 dams, with 74 at high risk of collapse and 91 on alert, concentrated heavily in the mining hub of Minas Gerais.When these structures are poorly designed or neglected, they fail. When they fail, the wall of mud obliterates everything in its path.Our guest today, John Metzger, is an expert on the advanced monitoring systems designed to prevent these catastrophes. Having led an incredible, multi-country career, John joins us to explain how real-time data, geotechnical instrumentation, and rigorous telemetry save lives.There were fatal systemic flaws of recent disasters—including why Brumadinho's emergency warning alarms failed to sound, echoing previous conversations on the show with Floodmapp's Juliette Murphy on the desperate need for strict flood-alarm regulations (YouTube Link). Also corporate failures: reports that Vale knew of automated sensor malfunctions two days before the Brumadinho collapse (Mining.com Report) and allegations that safety inspectors felt corporate pressure to sign off on unstable structures.Despite these failures, there are rays of hope. First, the recent establishment of the UN-backed Global Tailings Management Institute (GTMI), a new international watchdog tasked with ending corporate negligence in tailings management. Second, I want to honor the legacy of Lindsay Newland Bowker, the actuary behind the vital World Mine Tailings Failures database, who passed away in May 2026. To ensure her work is not lost to time, I have an upcoming conversation with Ankur Shah of PlanetSapling to discuss the future of open-source risk mapping.

In this episode of Power Current, host Chris Berry sits down with Flemming Bjørnslev of Aquatech to explore one of the biggest challenges facing the global rare earth industry: processing. Flemming explains why the future of Western rare earth supply chains depends not only on discovering new deposits, but on building the technical expertise to separate, refine, and produce high-purity materials at commercial scale. The conversation covers the growing role of water management, solvent extraction, zero-liquid discharge systems, and integrated process design in creating bankable rare earth projects across North America, Latin America, Australia, and beyond. Chris and Flemming also discuss the geopolitical forces reshaping critical mineral supply chains, the rise of clay-hosted rare earth deposits, and why early technical partnerships are becoming essential for successful project development. Whether you're interested in rare earths, critical minerals, or the technologies enabling the energy transition, this episode offers a timely look at one of the industry's most important bottlenecks.

Interview with Farhad Abasov, Chairman, Millennial PotashOur previous interview: https://www.cruxinvestor.com/posts/millennial-potash-tsx-vmlp-the-worlds-next-low-cost-potash-producer-6383Recording date: 15th June 2026Millennial Potash is advancing a large-scale potash project in Gabon that it positions among the world's largest undeveloped deposits. The company has defined an estimated 6 billion tonnes of measured, indicated, and inferred resources from drilling across just 4% of its 1,500 square kilometer licence area, leaving significant potential for further expansion. This scale, combined with a relatively low projected cost structure and proximity to key agricultural markets, underpins the project's investment appeal.A central component of the project's development is support from the US International Development Finance Corporation (DFC), which has provided a $3 million grant for feasibility work and may offer construction debt financing, subject to project milestones. Additional backing from US government entities reflects growing strategic interest in diversifying global potash supply, which is currently concentrated among a small number of countries. Millennial aims to complete feasibility and environmental studies by early 2027, secure full financing by mid-2027, and begin construction later that year using solution mining, a lower-capex method than traditional underground mining.The company is targeting a capital structure with 60–65% debt to limit equity dilution and is seeking off-take agreements tied to upfront financial participation rather than simple purchase contracts. At the same time, management is exploring strategic partnerships or acquisition opportunities, drawing on its track record of selling previous potash projects to major industry players.Infrastructure development, including access to an existing port and a proposed deepwater facility, could support scaling production from an initial 800,000 tonnes annually to as much as 4–5 million tonnes over time. Positioned near underserved African markets and major importers like Brazil, the project aligns with broader trends toward supply diversification in the global fertilizer sector.Learn more: https://www.cruxinvestor.com/companies/millennial-potash-corpSign up for Crux Investor: https://cruxinvestor.com

Interview with Tim Harrison, Managing Director, Ionic Rare Earths Our previous interview: https://www.cruxinvestor.com/posts/ionic-rare-earth-asxixr-advanced-recycler-targets-china-free-heavy-rare-earth-supply-7871Recording date: 16th June 2026Ionic Rare Earths is advancing its position in the rapidly evolving global rare earth supply chain, driven by Western efforts to reduce reliance on China following export restrictions imposed in 2025. At the center of its strategy is a demonstration-scale recycling and separation facility in Belfast, which processes end-of-life magnets and manufacturing waste into separated rare earth oxides. A key milestone has been the successful validation of these recycled materials in a Ford motor—an industry first for a recycler—alongside a commercial supply agreement with US-based Advanced Magnet Lab, which serves defense-related applications.Although the Belfast plant currently produces only about 10 tonnes of separated oxides annually, it has demonstrated the ability to recover a broad range of elements, including high-value heavy rare earths such as dysprosium, terbium, and yttrium. Prices for these materials have surged sharply since China's restrictions, in some cases increasing multiple times over, significantly strengthening the project's economic outlook.A 2024 feasibility study for a larger £85 million Belfast facility projected annual output of 400 tonnes, with a post-tax net present value exceeding $500 million and an internal rate of return above 40%. Management believes current market conditions could further enhance these returns, though updated figures have not yet been released. The company has secured a £12 million UK government grant and is targeting a final investment decision by September 2026, contingent on completing funding and securing supply and offtake agreements.Looking ahead, Ionic plans to replicate its modular recycling model internationally, prioritizing the United States, where significant investment in domestic magnet manufacturing is expected to generate substantial recyclable waste. The company favors joint ventures to retain control over its technology and material flows. While promising, key risks remain, including scaling production, securing full project financing, and finalizing commercial agreements.Learn more: https://www.cruxinvestor.com/companies/ionic-rare-earths-ltdSign up for Crux Investor: https://cruxinvestor.com

Interview with Eric Zaunscherb, Chairman, Critical Elements LithiumOur previous interview: https://www.cruxinvestor.com/posts/critical-elements-lithium-tsxvcre-high-value-rose-project-on-the-path-to-fid-3510Recording date: 16th June 2026Critical Elements Lithium is positioning itself as a standout developer in the recovering lithium sector, anchored by its fully permitted Rose Lithium-Tantalum project in Quebec. Unlike many peers, the company has already cleared two major development hurdles: environmental approvals and a formal agreement with the Cree Nation. This significantly shortens its path to production and reduces execution risk.A 2023 feasibility study outlines robust project economics, including annual production of 200,000 tonnes of spodumene concentrate, a net present value of US$2.2 billion, a 66% internal rate of return, and a rapid 1.8-year payback period. These estimates are based on conservative pricing assumptions below current market levels, suggesting additional upside as lithium prices recover.Beyond its flagship asset, Critical Elements is actively advancing exploration at the nearby Rose West discovery. Early drilling has already expanded the deposit footprint multiple times, and ongoing work is expected to further grow the resource. Importantly, Rose West can be integrated into the existing project without requiring separate permitting, potentially enhancing long-term production and project value.The company also holds a strategic 20% carried interest in the Nisk Joint Venture, alongside equity in partner Power Metallic. This exposure provides additional upside through a polymetallic discovery that is not fully reflected in Critical Elements' current valuation.Despite its strong fundamentals, the company trades at a significant discount to peers and analyst targets, largely due to uncertainty around project financing. However, with a well-defined asset, supportive infrastructure, and multiple growth drivers, Critical Elements is positioned for a potential re-rating as the lithium market improves and financing clarity emerges.Learn more: https://www.cruxinvestor.com/companies/critical-elements-lithiumSign up for Crux Investor: https://cruxinvestor.com

The Moon isn't just dust and craters - it may be a cosmic treasure chest.

Nicholas Lorimer interviews DA shadow minister of mining and minerals James Lorimer (disclaimer: his father) on South Africa's mineral wealth and mining industry. Website · Facebook · Instagram · Twitter

The era of top-down energy projects is over. Today demands collaboration, equity, and stakeholder engagement. And in the clean energy movement, Indigenous partnerships often lead the way. James Jenkins, Executive Director of Indigenous Clean Energy, joins thinkenergy to unpack the Regenerative Energy 2026 Report. He explores what a just transition looks like, how Indigenous communities are shaping the future, and what the industry can learn from working together. Related links:  Indigenous Clean Energy: https://indigenouscleanenergy.com/ James Jenkins on LinkedIn: https://www.linkedin.com/in/james-jenkins-27787913b/ Regenerative Energy 2026 Report: https://indigenouscleanenergy.com/regenerative-energy-national-survey-2026/ Bringing it Home Program: https://indigenouscleanenergy.com/our-programs/bringing-it-home/  Trevor Freeman on LinkedIn: https://www.linkedin.com/in/trevor-freeman-p-eng-8b612114  Hydro Ottawa: https://hydroottawa.com/en    To subscribe using Apple Podcasts:  https://podcasts.apple.com/us/podcast/thinkenergy/id1465129405 To subscribe using Spotify: https://open.spotify.com/show/7wFz7rdR8Gq3f2WOafjxpl To subscribe on Libsyn: http://thinkenergy.libsyn.com/ --- Subscribe so you don't miss a video: https://www.youtube.com/@thinkenergypod Follow along on Instagram: https://www.instagram.com/thinkenergypod/  Stay in the know on Facebook: https://www.facebook.com/thinkenergypod  Keep up with the posts on X: https://twitter.com/thinkenergypod -- Transcript: [00:00] Trevor Freeman: Welcome to Think Energy, a podcast that dives into the fast-changing world of energy through conversations with industry leaders, innovators, and people on the front lines of the energy transition. Join me, Trevor Freeman, as I explore the traditional, unconventional, and up-and-coming facets of the energy industry. If you have any thoughts, feedback, or ideas for topics we should cover, please reach out to us at thinkenergy@hydroottawa.com. [00:26] Trevor Freeman: Hi everyone, and welcome back. We often talk on this show about the what of the energy transition. What needs to happen, what is happening, what technologies or initiatives are growing or up-and-coming. But it's also important to consider the how of it all. Energy systems are complex. That is something that should be clear in all the conversations we have around here, but it's not just technical complexity that we need to consider. Our energy systems are also socially, politically, and societally complex. It's not just a matter of picking the right technology and implementing it. If it was that case, we've got, you know, most of the technology we need, and we'd be in a much better position than we currently are. We have to figure out how we move these projects forward. [01:14] Trevor Freeman: Traditionally, energy projects have been these large, top-down infrastructure projects. But increasingly, we're moving into a time when collaboration, equity, and stakeholder engagement are critical components of project success. One area where this can be seen—and, in fact, it's an area that's really pushing a lot of this change—is Indigenous leadership. [01:38] Trevor Freeman: Over the past decade here in Canada, at least, we've seen a profound evolution where Indigenous communities are not just participants in the clean energy transition or kind of bystanders; they are actively leading it in many cases. That's not to say all the problems or challenges have been solved, but we're seeing a lot of movement here. And that's the topic of my conversation today. [02:02] Trevor Freeman: To help us understand the scale of this movement, I'm joined by James Jenkins. James is the Executive Director of Indigenous Clean Energy, which is a leading organization accelerating First Nations, Inuit, and Métis participation in clean energy projects from coast to coast. I'm really excited to have James on the show today because his expertise comes straight from real, actual experience on these projects. As a proud member and former CEO of the Walpole Island First Nation, James personally drove the equity development for two 100-megawatt wind farms for his community. Today, he leverages that firsthand experience along with a diverse background in consulting, local government, and academia to serve as a national champion for Indigenous clean energy partnerships. [02:54] Trevor Freeman: His organization just released their third national survey, the Regenerative Energy 2026 report, which provides a really eye-opening snapshot of how Indigenous communities are shaping Canada's energy future through innovation, equity ownership, and community-driven solutions. So today, we're going to dive into the findings of this report, talk a little bit about, you know, what a just energy transition looks like, and explore what utility and industry players can learn from these successful partnerships. James Jenkins, welcome to the show. [03:31] James Jenkins: Hi Trevor, thank you for having me. [03:34] Trevor Freeman: So, James, let's start a little bit with some background. Tell us about Indigenous Clean Energy and how your organization works to advance First Nations, Inuit, and Métis participation in the clean energy sector. [03:47] James Jenkins: Sure. Indigenous Clean Energy is a not-for-profit organization, and we've been operating for about 10 years. So we started 10 years ago with the 2020 Catalyst Program, which was designed to develop a cohort of clean energy leaders coming primarily from Indigenous communities and businesses that could really shape the future of Indigenous participation in the energy transition. So we started with a cohort. It was led by just a few staff and our founding director, Chris Henderson. And this is our 10th year, so we'll be celebrating 10 years of the 2020 Catalyst Program at our national gathering in August. [04:24] Trevor Freeman: Awesome. Congrats. [04:26] James Jenkins: Thank you so much. So the goal of that program was to really expand the opportunities, the capacity, and the number of communities engaged in clean energy. And we have seen that progress tremendously over the last 10 years. We've seen federal grant programs to support that work also emerge as major contributors, and we've seen utilities across the country get on board and try to find ways to expand Indigenous participation. [04:54] James Jenkins: So we've seen quite a bit of success, and with that success, we've grown as well. So we're now a team of about 35, and we're much larger. So we've expanded into a few other areas. One of them is youth, so we have two different youth programs. And we've expanded into energy efficiency as well, mostly under our "Bringing It Home" umbrella. [05:16] James Jenkins: And the idea behind that is we've seen the success of the 2020 Catalyst Program and clean energy leaders really pushing the envelope in terms of what is possible when it comes to Indigenous-led generation projects. So now we're identifying a gap still existing when it comes to energy efficiency. And so, in a way, we're trying to replicate the success of the 2020 Catalyst Program. We'll be running our third year of the Project Accelerator soon. So that's geared towards energy efficiency; it's an intensive training program, and it comes with a grant. [05:47] James Jenkins: And finally, we have a policy arm as well that's also very involved in engaging at the community and regional level. So that's through our Energy and Climate team, and we have a national hub that just completed a series of directional gatherings regionally. We also have a global hub as well that's active in Oceania and Latin America. [06:09] Trevor Freeman: Oh, that's fantastic. Tell me a little bit about the youth programs that you're running. [06:14] James Jenkins: So, we support youth across our programs, but we have two programs in particular that are geared towards youth. One of them is the Imagination Program, which comes with wrap-around supports and training. Right now, we're developing a micro-credential with the University of Saskatchewan for our program participants. It comes with a grant to lead a community-scale project. A good example might be a solar-powered greenhouse. Many of them are linked to schools, and, you know, we see the passion of younger members of communities that want to move these projects forward, but it's entrepreneurial in spirit. [06:49] James Jenkins: The second is called Generation Power, which is a wage subsidy program for Indigenous youth, and we pair them with employers in the clean energy field. So some of them are utilities or renewable businesses; in some cases, they're communities or Indigenous businesses that are moving forward on projects. And it's more than just a wage subsidy; we identify all of the potential barriers for Indigenous youth entering these jobs and provide those kinds of support to increase their chance of success and staying in the workforce after the placement. [07:22] Trevor Freeman: Oh, that's very cool. We've talked a few times on this show about building that next generation of energy champions and people that are focused, you know, on this new form of energy—this new energy transition or this new world of energy that we're moving into. So fantastic to see you guys participating in that. That's really cool. [07:42] Trevor Freeman: So, I want to spend some of our time here talking about the report that your organization recently released titled Regenerative Energy 2026. So before we dive into the specific data and the numbers, let's talk about, you know, just that title itself and what the document sets out to achieve. So first of all, tell us about that term, "regenerative energy." What does that mean? Why did you choose that title? [08:09] James Jenkins: Sure. So just generally, regenerative energy is the idea that these projects are doing more than producing electricity for the market and potentially bringing in revenue. They're also contributing to the broader ecosystem, which could mean the ecology of the landscape or a reduction of carbon into the atmosphere. So it's looking at the wider impacts and planning energy with that in mind. [08:33] James Jenkins: In the Indigenous context, it goes deeper than that. We're incorporating sovereignty, energy sovereignty, and acknowledging that communities are increasingly expecting to be able to move through their energy journey on their own terms. And so that could mean other outcomes in addition to just energy stability and security. It expands to food security, but also ultimately the community being able to plan its future—how does energy fit into that? [09:03] James Jenkins: I think it fits into what we're seeing in Indigenous communities in general, where there is a need to revitalize our cultures, our practices, our governance structures. We're finding that the energy sector—it's a business sector and an opportunity and an expanding sector—but there's also alignment in terms of values in many places, with communities looking to have an impact on their landscape, on the ecology, and this is a way to do that. [09:30] James Jenkins: So regenerative energy is acknowledging that there is this revitalization happening. It's not as though our communities, our governments, our nations were extinguished over the last 300 years. What does it mean in terms of revitalizing those practices, and how do all of these projects and ambitions when it comes to energy fit into that? [09:51] Trevor Freeman: Yeah, I like that description. Thanks for that, James. I don't want to put words in your mouth, but is it fair to say that the choice to use "regenerative" instead of "renewable"—which is fairly buzzy as a term, everyone kind of has renewable energy on their mind—was a deliberate choice? You're building more aspects to it; there are more facets of the description you just gave of regenerative energy compared to just renewable energy. Is that fair to say? [10:19] James Jenkins: Well, and that's true as well. And as you've read in the report, we're seeing projects expand beyond just what we would term "renewable" projects. So that was the bulk of the projects up until recently, but now transmission lines and battery storage are becoming more prominent. [10:36] Trevor Freeman: Yeah, absolutely. Great. Okay, I do want to talk to you about that. So my second question kind of at a high level around the report is, you know, one of the goals or one of the things you're doing in this report is really compiling and tracking national data around these projects. Why is that important? Why is that something that you're striving to do—to really track and compile that data? [10:59] James Jenkins: Well, in the context right now, we have a federal government that is trying to identify meaningful projects that can have an impact on the economy, have an impact on spurring economic growth in different regions. And so it's a critical time for us to broadcast information on our dataset because collectively, these projects that have Indigenous ownership and co-ownership are a massive portion of the electricity generating infrastructure of Canada, and they have a meaningful impact on the economy, but also the ability for communities to finance their own programs, to reinvest in economic development. [11:36] James Jenkins: So it's a critical time from that perspective. I think there's a need for us to be even louder because collectively as a nation, we seem to be looking for these wins that can be a shot in the arm. You know, we're worried about economic growth, and here we have many examples of projects that have Indigenous participation and that are having these benefits that are allowing different regions that are not participating in the economy in as active a way—this is a real opportunity for them. [12:05] James Jenkins: And unlike many of the mega-projects that we're thinking about right now, these have shorter timeframes, less challenges, and the risk is much more manageable in comparison. So, you know, we are trying to point out that, A, these kinds of projects—which are renewables, but also battery storage and some of these other projects—these are important for the federal government to continue to invest in because they have been investing in it heavily over the last 10 years, and that's part of the success story. [12:35] James Jenkins: But there is also a set of learnings that can be drawn from when we have so many examples of good partnerships between Indigenous and non-Indigenous organizations moving these projects forward. So I think when we look into the future as to how this should look, what does Indigenous participation look like for these mega-projects, we have a bit of a blueprint that we can draw from. [12:57] James Jenkins: And so we are trying to bring more attention to this. I think it's really step one. The federal government can pat itself on the back that it's been one of the key reasons why Indigenous participation in the energy sector has grown over the last 10 years, but it's not getting the attention it deserves in the current conversation. So I think that's why it's a really critical time, possibly for other non-government actors as well that are asking, "Well, in the current global and national framework, what is the best way to achieve climate outcomes, Indigenous participation in the economy, greater social outcomes?" And so we do want to point to this as a good news story that has a track record, and that's what the data really does—it speaks to that track record. [13:41] Trevor Freeman: Yeah, you often hear it framed, and in fact, just, you know, we're recording this on a Monday—just over the weekend I was listening to the radio, one of those call-in shows that really framed the choice as, "you know, we either invest in climate solutions or we focus on the economy." And I think you can probably say, "we invest in, you know, Indigenous partnership or the economy, or climate solutions." And what I'm hearing from you is it doesn't have to be a zero-sum game. It doesn't have to be either/or. In fact, the data you're showing and the projects that you're highlighting show that all of these outcomes can be achieved with the right focus and with the right investment. Is that fair to say? [14:21] James Jenkins: It is. And generally, the bucket of renewable projects or clean energy projects, the timelines are shorter, the cost is going to be easier to quantify, and the cost is coming down for these technologies—wind, solar, battery—in comparison to some of the other technologies that are being framed as the solution, which I think they will be. But framing it as either/or doesn't make much sense, especially when electricity demand is growing and it's an immediate issue. [14:51] James Jenkins: So we should look at some of these immediate solutions and acknowledge it's still a question mark for some of the other sectors that are going to be involved in building out our electricity capacity. Mining, some of these other sectors, there are some examples of Indigenous participation, but not hundreds of examples of equity participation. And so, absolutely, I've been hearing those kinds of either/or arguments, or "no more federal grants, we should have access to capital instead." That could do a real injustice to the existing capacity that's already there, like the number of people in energy offices at Indigenous communities right now. [15:28] Trevor Freeman: Yeah. So let's dive into some of the data then. You know, you see headlines sometimes about major Indigenous clean energy projects happening in collaboration, and the data in your report really backs this up. I don't want to throw too many stats out there for our listeners, but just quickly, you know, there are over 350 medium-to-large electricity generation projects across Canada with Indigenous participation. We've got 250 of those already operational, the rest in either construction or planning stages. From your perspective, James, you kind of already touched on this—the role of the federal government driving some of this momentum and visibility—just expand on that a little bit. Like, how did we get to these pretty impressive numbers where we're seeing lots of these projects? [16:15] James Jenkins: Sure, definitely. I think the origin goes back at least to around 2000 to 2008 when there was a series of Supreme Court decisions that ruled in favor of Indigenous communities when it comes to the duty to consult and accommodate—that's what the Supreme Court ultimately called it. So that's a framework that was very important when it came to Indigenous engagement in energy projects. [16:43] James Jenkins: As the UN Declaration starts to gain traction in our country, it may become less important, but it was certainly a turning point. So decisions like Mikisew Cree up to Tsilhqot'in created a framework where communities could get involved and had the legal backing to do so. Some jurisdictions—with Ontario probably taking the lead at that time, BC following, and many others following that model—supported Indigenous communities so that they could be involved in what the Supreme Court was framing as consultation. And what that meant was having the capacity to be engaged in project review. And often, the developer bore the cost of that. [17:23] James Jenkins: But there could be positive outcomes because it meant there was a framework and an impetus for communities and developers to sit down at the table when the development was taking place in the territory of an Indigenous community and their rights were potentially going to be impacted. So as that process became the norm in most regions in Canada, what emerged was this mechanism called an Impact Benefit Agreement as a way for the developer and the Indigenous community to sit down and say, "Okay, we've identified these impacts—and these are impacts to the practicing of rights that are enshrined in the Constitution, so there's this channel back to the Supreme Court decisions—so we'll have a confidential agreement called an Impact Benefit Agreement to offset those impacts," which never really fit the spirit of the Supreme Court decisions, but it was adopted all over the country. [18:14] James Jenkins: And when Ontario and BC went to bring more renewables onto the grid more quickly, they were looking at different ways to ensure there was the kind of local participation, and so they experimented with creating incentives for Indigenous equity participation in the projects. Sometimes that included municipal participation as well, but we saw a large uptake in that. And that was something I was involved in; I was a band manager in my community of Walpole Island First Nation in the past, and while this was happening, I had some other roles. [18:47] James Jenkins: But we saw it as an opportunity, and ultimately, there were many renewable projects entering the grid in Southern Ontario at a rapid rate. One of the things we were able to identify was that equity participation brought much more benefit to the community than an Impact Benefit Agreement. In the kind of projects we were looking at, it was usually tenfold if you quantified the net revenue from equity participation versus the takeaway from an Impact Benefit Agreement. [19:17] James Jenkins: So that started to become the norm, and Indigenous communities started to see this as a more meaningful way to address the need for development to happen rapidly in certain regions and especially with renewables. So there was a period where new hydroelectric projects started to include some equity participation, and then we saw, with the expansion of wind and to some extent solar, that happening at a rapid rate starting about 2008. [19:44] James Jenkins: It's expanded since then for a few reasons. So one is that over time, most regions in Canada have—most provinces have directed their utilities to put incentives in their calls to power to try to ensure more examples of Indigenous equity participation. The other possibility that's happened, which was more an Alberta story but it's been experimented with in some other jurisdictions, is a deregulated market where an Indigenous partner and non-Indigenous partner, or a fully Indigenous-owned project, can go to a consumer and negotiate a power purchase agreement, sell power directly. Sometimes having an Indigenous community providing power provides other benefits to the purchaser, whether it's the industrial or commercial partner, and so that led to quite a few projects as well in Alberta for completely different reasons. [20:34] Trevor Freeman: Would those other benefits be like preferred rates? What are the other benefits that you're referring to there? [20:39] James Jenkins: It could be preferred rates. In many cases, it's things like corporate responsibility, just the sustainability measures of having, you know, purchasing from an Indigenous partner. So that was enough of an incentive to really, you know, spur a market in those areas. [20:56] James Jenkins: And then we've seen the federal government invest through grant programs in Indigenous capacity in the energy sector. So that has allowed communities in many regions to engage in these opportunities and just have the staff to do it. Because most communities are generally dealing with many, many issues all at once—it's like three levels of government all in one, and most services are underfunded. So being able to actively participate in these opportunities, ensure there is enough trust to move forward and that the community is coming along with it, usually requires some expertise and people in the community that understand energy enough to keep everybody engaged. And these federal grant programs have contributed to that as well. [21:40] Trevor Freeman: Yeah. So with this change over the last let's call it 20-odd years or so, is there a fairly established model or process now that you see Indigenous communities and partners working through, or is every kind of new project finding its way anew? I guess what I'm asking is, yeah, is there an established process? Is it kind of like you know how these projects are going to go now, given that there's quite a bit of experience over the last 20 years? [22:06] James Jenkins: It's not an established process. And so we—for our Energy and Climate team—we engaged with BC Hydro and Manitoba Hydro to some extent on their recent calls to power and procurement because they're both looking at ways to ensure there's more Indigenous equity in projects, and there are different models to choose from. But there is the ability to look at what happened in different jurisdictions, draw from maybe what worked and what didn't, and so we're seeing utilities start to do that as they develop new procurement procedures. [22:38] James Jenkins: On the partnership side, things continue to evolve, and there's always the risk that some of these partnerships may be less beneficial to the Indigenous partner. So another report we released six months ago with Clean Energy BC is an equity guide, and the target audience of that is Indigenous communities that are looking at these equity participation opportunities to make sure that the process is fair to them and transparent to them. So there is a framework in place, but I think there's always a need to ensure that communities have access to the tools so that they have a meaningful seat at the table. And it's not a given that those will be in place, so it is an area where we place some of our efforts. [23:22] Trevor Freeman: And have you seen a change—like you talked about kind of the initial push for a lot of renewable projects being part of the impetus of seeing a big expansion here in Indigenous partnership—at least here in Ontario, which of course is where I'm sitting and we're having this conversation, there was a bit of a slowdown in that, but as we see demand significantly increasing, we're looking at more and more projects. So are you seeing that ebb and flow of project participation as well, or has it been pretty steady in terms of engagement over the last little while? [23:54] James Jenkins: In most regions, it's been growing. So you look at the Atlantic region, Quebec is really pushing for Indigenous participation in renewables. In most regions, that's happening—Maritimes very much so right now. [24:10] James Jenkins: In Ontario, we saw with the results of the most recent call to power quite a few northern projects, which is a bit surprising, but I know that's what they wanted to see happen, and it opens up some opportunity for communities in Northern Ontario. In Ontario, I think there are more regions where renewables are less socially accepted right now. And I talk to some people in Southern Ontario that are surprised how accepted it is in most of the country, with a few exceptions. So, you know, I think we might see ways that Ontario tries to draw projects in, whether it's within regions or partners where there is that social acceptance. But that's to be seen. [24:50] James Jenkins: But Ontario, like other places, knows they need to meet this growing demand, and renewables are relatively quick to deploy, relatively low risk, and will likely be part of that solution, just like everywhere. [25:05] Trevor Freeman: Yeah, absolutely. Great. Okay, I do want to talk to you about that. So my next question, you mentioned this a few times, that we're not just talking about solar panels and wind turbines, which I think is what most people think of when they think of clean energy projects, but you have mentioned a significant growth in transmission projects as well as battery storage. And there's a number of projects that are now kind of in operation with Indigenous co-ownership that fall into that transmission and battery storage category. So tell us about the economic opportunity for Indigenous communities of these types of projects, not just generation projects. [25:44] James Jenkins: Right. So battery storage is growing more along the same trajectory as those generation projects have been in the past, and as the cost for battery storage has come down, it's become a very viable way for utilities and provinces to deal with the intermittency of electricity and increase stability while meeting targets for carbon emissions. So we're seeing more Indigenous leadership in that area. [26:10] James Jenkins: And there's a premier project in Ontario, the Oneida Energy Storage Project, where Six Nations of the Grand River approached NRStor, their partner, to develop the project and then went to the Ontario government and said, "This is what we'd like to do, this is how we see it will meet some of the needs." So there was some real ingenuity in there, and I think in some way, that's an example of what could be the next stage in terms of Indigenous energy planning as that kind of capacity builds because Six Nations of the Grand River had quite a bit of experience under their belt in terms of participating in energy projects. [26:45] James Jenkins: And then Ontario has also been the leader in procuring battery storage projects, and for the most part, most of them have Indigenous equity participation in those projects. A lot of them benefit from existing relationships between construction companies and communities that can look at these opportunities and co-design them together. And I think we'll start to see that in other parts of the country as that builds. But it is a major opportunity as the technology allows us to meet some of the need to stabilize the grid, and, you know, it could reduce our reliance on solutions like natural gas, so it's a real opportunity. [27:21] James Jenkins: When it comes to transmission lines, it's a slightly different trajectory, but I think it goes back to the duty to consult and accommodate and parties sitting at the table understanding where do we go from here when there's a project that is going to have this enormous landscape impact and we can no longer do what we did in the past, which was ignore any Indigenous rights on the landscape. [27:46] James Jenkins: And I was in Ontario for the last 20 or so years and witnessed the demand from Indigenous communities to participate in transmission projects. It wasn't passive in any way. So now we hear from utilities that are saying the right thing to do is to provide these opportunities, which is fantastic. But back then, it really was Indigenous people with the foresight and the stubbornness to for years say, "No, we need a solution that's going to meet all of our needs." And as we started to see some examples—Saugeen and Nawash being one of the first, and then others in Ontario where there would be this kind of Indigenous co-ownership—it gradually started to become more accepted. [28:25] James Jenkins: And now it's part of the plan in many regions of Ontario, and this is a way to move the project forward, have Indigenous communities on board, and when they're sitting there as partners, there are a number of advantages that they bring to the table because in many cases there is knowledge of the landscape itself. And looking at preferred routes and other major decisions can really benefit from having these communities at the table providing their knowledge as opposed to sitting sort of on the other side of an adjudication table, which is only going to add risk to a project. [29:00] Trevor Freeman: Yeah, I mean we see all parts of the electricity sector growing, and transmission is one of those areas for sure that in order to support electrification across the province, we're going to see more transmission. So it's great to hear that this is an area that is growing, or getting more buy-in, or there's more partnership happening in all parts of the electricity sector. [29:21] Trevor Freeman: So, James, you talked about regenerative energy earlier, we touched on that a little bit, and how that term is focused on being built on fairer and more equitable relationships. In your report, you kind of take this a step further by explicitly stating that this work seeks to advance the Truth and Reconciliation Commission—notably, Call to Action number 92. And so for our listeners who are not familiar—and please, definitely step in here if you want to explain it differently than I'm going to—but Call to Action 92 specifically calls on corporate Canada to adopt the UN Declaration on the Rights of Indigenous Peoples, to commit to meaningful consultation and consent, and ensure Indigenous communities gain equitable access to jobs, training, and long-term economic benefits. [30:13] Trevor Freeman: So we often hear reconciliation discussed in a social or a political context, but your report really points to the actual act of Indigenous-led clean energy infrastructure and how that can embody this reconciliation in a material and meaningful way. And I apologize that I'm rambling a lot, this is a long question. How does building out physical infrastructure—like generation programs, transmission lines that we've been talking about, battery storage—how does that advance these goals that are kind of laid out and described in this particular Call to Action? [30:52] James Jenkins: Mm-hmm. And you're right, the benefits of these projects isn't just the net revenue, but it's also apprenticeships, jobs, the business capacity that comes with participating in the project, and sometimes the ability to open up opportunities for practicing harvesting rights where, when Indigenous communities don't have a seat at the table, often the gate or the door is shut to opportunities and access. So it's a way to open those up. [31:19] James Jenkins: And in my experience with projects in my community, when we were reviewing projects through the IBA or Impact Benefit Agreement process, the goal was always a number of apprenticeships, contribution to education, capacity, and it was always a good news story getting some jobs, employment readiness out of the project. And it was a remarkable shift to be sitting at the table as a partner and be discussing those same outcomes and really led to more of a spirit of cooperation. And we had some really great successes come out of that. [31:51] James Jenkins: As well as community members feeling like, "This is an industry that I can go work in, and I'm not a stranger in a strange land. My community has a stake in this," and feel that sense of ownership but also home, which can be this indirect challenge when it comes to people entering the workforce and sticking with it. So that kind of ownership—it's part of the solution, how do we grow the Indigenous workforce? When the Indigenous communities have a financial interest in it, it really changes the picture quite a bit, and it really helps with the foreignness that can exist. And so we've seen the opposite in renewable industries and clean energy where many communities and youth are starting to see this as a viable career path and one that makes sense for them. [32:38] James Jenkins: So, you know, and like I said before, when Indigenous communities are sitting at the table—and in my experience we had gone through project review on many, many projects because of the Impact Benefit Agreement process—we were able to bring that knowledge we had of project review to the table, which can help the project. So it was a real meaningful exchange of, "How can we meet these milestones on time? What can we bring to the table?" So there's that aspect of it, but then there's also the multi-generational knowledge that comes with living on the land. [33:10] James Jenkins: And, you know, in some ways sitting down with elders, that does take a long time and commitment and is often different than how we would typically view going through the early stages of a project. But at the end of the day, it can lead to better outcomes and actually not take as long because the pathway to gain the knowledge for the least impact through a traditional process is also incredibly time-consuming. And so having an Indigenous party at the table that can bring the correct knowledge keeps things forward, making a meaningful decision from their perspective can really add value in that way as well. [33:48] Trevor Freeman: Yeah, it's great to hear that you're seeing the impact of these programs on both the projects themselves and better outcomes in the projects, as well as building capacity and partnership in Indigenous communities. And I'm glad you kind of brought those youth programs back up; it's great to hear about those programs. [34:07] Trevor Freeman: So, you have a report or you have a section sorry in your report called "Opportunities Unrealized," which really highlights major gaps or a gap for community-focused projects right now as different federal funding programs sunset, and you specifically call out three particular pillars that need renewed policy and funding commitment. So first off, you talk about 78 healthy energy housing projects that are mostly just small pilot initiatives. And that's looking at energy efficiency in homes, which you did touch on earlier, and how that's tied to Indigenous health and energy sovereignty. So how do we move beyond those pilots to fund these at scale? What are your thoughts on how we do that? [34:53] James Jenkins: Right. So our approach is really, A, to support these pilots as much as we can so that we have that cohort of Indigenous leadership that has that experience in community, and so it can have that ripple effect where, when we started to see successful generation projects, some of them coming out of the 2020 Catalyst Program, other communities said, "Well, I want to do that too. How do I make that possible?" And then there's some leadership to grow from. So it's really catalyzing that momentum. And where do we start? So that's the piece in terms of making sure that there is a core group of energy leaders in communities that are almost at the stage where they can have a very impactful, community-scale project when it comes to efficiency that can be replicated and that there are individuals with this knowledge that are in the community. [35:41] James Jenkins: So that's the first piece, but then the second piece and the other side of the coin that we're very active in is identifying what would the solution look like to make that kind of change repeatable on a national scale. And what we're generally pointing towards is some aspect of federal support, but also private investment as well. So what kind of mechanism can be put in place that will allow private finance to make sustainability programs for Indigenous healthy homes and buildings and infrastructure feasible? [36:15] James Jenkins: And we think it is going to have to be some kind of partnership between the federal government to secure some kind of financing tool and then to bring that private capital in. And so we have a number of partners that's expanding in the finance sector, in government, to really look at what a solution like that looks like. [36:35] James Jenkins: Indigenous housing, being a federal responsibility with the federal government having a large role in it, is certainly unusual and comes with some very unique challenges that make change at that scale difficult, but it's also an opportunity. And it does put the federal government in a position where it could lead a process like that and have some very large impact. So we want to make sure there is the existing community capacity for community members to know what meaningful change looks like at the local level, what the challenges and opportunities are that can contribute to that process. So that's the idea behind the Project Accelerator, but also design at the national level of a program that can lead to new builds, new sustainable builds, and retrofits on a major scale. [37:21] James Jenkins: And there are interesting examples. I was in the US earlier this year at a clean energy conference and was surprised to learn that there were very large subsidies for energy efficiency that were available to Indigenous communities up until recently—I would say at a scale tenfold of what we've ever seen in Canada. So those kinds of programs are possible, and I think we need to think outside the box and think about how do we put this into action. [37:51] James Jenkins: But ultimately, what we point out in those reports is that energy efficiency also leads to other very critical outcomes, including health and social outcomes at the community level. And speaking with communities, politicians from communities, housing tends to be a near number one or number one issue, with housing in need of repair being the core issue. And so ensuring that new housing is built with these sustainability measures in place will lead to houses that stay healthy for longer. And so, you know, it really goes much farther than just energy outcomes and that's why it's so critical. [38:34] Trevor Freeman: Yeah, it's another example of it it's not an either or question here, it's, you know, do it right in the right way and have a focus on both healthy and affordable housing at the same time as making sure it's energy efficient and you're kind of achieving both of those goals. So that's great. [38:58] Trevor Freeman: So, the second item you've identified in this section is, you know, a lot of northern and remote communities who rely on diesel for their energy focus, and our listeners may remember about a year ago we had a conversation with Quest Canada on this topic as well. And so, a lot of those communities are among the most affected by climate change and natural disasters, and you address what needs to happen from an early-stage planning and funding perspective to ensure that those communities that are not necessarily connected to a grid aren't left behind in this transition. Can you speak to us a little bit about that? [39:41] James Jenkins: Absolute. So already the cost of diesel in these remote communities is very high. So it's already an economic and social challenge in the territories and remote areas in the northern provinces. And so it's an area where communities tend to be very engaged and have been since the beginning. So we've been engaged with northern communities since the beginning with 2020 Catalyst. [40:15] James Jenkins: And I think it has a really—for them, clean energy has this impact on them like on a visceral level. For communities that have been able to implement clean technology and turn off the diesel generator for a while, they've talked about the impact of that silence that they haven't heard in so long, you know, the smell of clean air and that sort of thing. So there's this real passion, but also acknowledgment that, you know, they want to be part of a larger climate solution, they're feeling the impacts. And so there are many initiatives in the north, a number of which we've supported. [40:53] James Jenkins: But there are many challenges as well in terms of logistics, the value chain. Transportation is a real challenge compared to infrastructure in the south. So because there have been so many projects and we partnered with the federal government through two phases of a program called the Indigenous Off-Diesel Initiative—and that was supported by a number of federal programs and we're just finishing off the second cohort—there is so much that we've learned through a couple dozen communities that have been heavily invested in reducing their diesel reduction. [41:35] James Jenkins: And we're really at a stage now where we can learn—we can take stock of what we've learned through this process and identify how do we get this to the stage of successful projects. And we've learned a number of things. It's also bringing technology to these places that's robust enough to withstand the challenges and just be at a utility scale, ensuring different technologies can work well with each other. [42:04] James Jenkins: But there's a real need to continue that growth, especially when there's been so much investment and so many communities are so close, with a few success stories and so much pride that comes with this. But ultimately, if they are left behind, the cost for them to power their communities with diesel is not going to become less of a challenge over time. It's only going to become more problematic. And so it's a real priority, and something that, you know, we need to keep staying loud about as well because these are where some of our real energy leaders are living and coming from when it comes to clean energy and ensuring that their priorities have a seat at the table. [42:52] Trevor Freeman: Yeah, you mention success stories, James, and as we kind of wrap up our conversation here, I want to touch on that a little bit. So you talk about looking at this in perspective of the global stage, and one of your policy recommendations discusses Canada Global Indigenous Cooperation. And you outline that there are more examples of successful Indigenous-led energy projects in Canada than anywhere else in the world. How is your organization, Indigenous Clean Energy, sharing this expertise internationally, and what can the rest of the world learn about what's happening here in Canada? [43:32] James Jenkins: So we started to learn just how far ahead Canada is in this area through participation in forums like the United Nations Permanent Forum on Indigenous Issues, and we participated in a pre-conference with 88 global Indigenous delegates. And many of them were surprised to learn of these equity projects and opportunities that exist in Canada. For us, it can still be very frustrating, so it is good to put that in perspective in terms of—from many other jurisdictions, they're still at the beginning stages. [44:06] James Jenkins: But we do have some programs in place, and for several years we've been supporting a sister organization in Australia called First Nations Clean Energy Network using a train-the-trainer model. So we've been active in Australia every year. We've been active in New Zealand as well. And we have some programming in South America in Ecuador and Colombia. And over the last year, we finished a program where we engaged with all of the provinces within Colombia with delegates from communities to assist in developing clean energy plans for their communities that they could bring to the government and and discuss a partnership framework so that they could start to reduce their reliance on diesel and other other carbon fuels. [44:59] James Jenkins: And we supported those meetings with the government as well and supported delegates from these countries to also visit communities and see success stories in Canada. And the US is another area where there have been some really positive success stories over the last few years, and there were a number of energy programs that particularly rural and remote communities benefited from, Alaska having probably a slight majority and then others in the northern part of the Lower 48. I think they're going to start to struggle because those programs are sunsetting now, I think most of them have recently sunsetted. And so I think it should be a wake-up call to our federal government that there has been this investment in the form of grants from the federal government. If we don't have some kind of programming in place, we will start to see that progress recede. [45:57] James Jenkins: But just in general, there's a lot that we can share with other jurisdictions globally, everything from what a good partnership looks like, you know, what are the learnings for meaningful participation. But we do have some examples that are very unique, I think, in almost every jurisdiction—Indigenous equity in transmission lines is is really unheard of, so so we should, you know, acknowledge that there are some things that we're doing well and um sharing that and learning what other communities are going through in other jurisdictions. It also really helps us in our strategy. [46:40] Trevor Freeman: Yeah, I mean we started this conversation with you describing what your organization does, and something that struck me is it's a combination of supporting projects and project models and helping things get up and running off the ground, providing education, and focusing on advocacy. And I imagine that, you know, even within Canada but also looking at some of the partners you've just mentioned around the world, the focus on, you know, each one of those individual aspects will vary depending on what the biggest need is in that jurisdiction at that time as things change, as funding programs change. So I imagine, you know, advocacy becomes more and more important as you see funding programs change or even just project structure change. Is that kind of fair to say? [47:28] James Jenkins: Definitely. And our model is very community-driven with with community-tailored solutions and with education and capacity building at the community level being our our primary focus, which does set us apart from other organizations to some extent, but does reflect that that um every every solution is going to be different, and really bringing up that capacity at the community level is the most effective way to do it. And for these kinds of projects, there isn't one solution that fits everybody. [48:02] Trevor Freeman: Is there, to kind of wrap it up here, is there, you know, one piece of advice that you'd give to—I know this is a bit of a big loaded question, it's hard to boil it all down to one piece of advice—but is there something that you would kind of leave with let's say a utility or a developer who wants to build a successful and mutually beneficial partnership with Indigenous communities? What's that kind of one piece of advice you'd leave with them? [48:30] James Jenkins: Um, the one piece of advice, and sometimes I am asked that question, and I know there are developers outside of Canada that are starting to look at our market as things change globally. And what I would share, first of all, meeting with the communities is incredibly important. Community leadership, finding out what their process is for engagement and then establishing that relationship is hugely important. And um I think the advice usually stops there. I think many utilities and developers have heard that. [49:07] James Jenkins: But what I would suggest based on my own experience is that engagement occurs from the very top of the organization, from the utility and the developer. And that if the C-suite isn't meeting with the Indigenous partner themselves, they should be fully aware and engaged in what's happening. And that's usually the recipe for success. And you know, for these opportunities, many communities have a history where trust is something that does need to be cultivated, and that would be my main suggestion. I think it's where really successful partnerships have their strength, is there's that level of engagement from the entire vertical organization of the non-Indigenous partner. And so when there is an issue, political leadership from the community, they know who to call and vice versa, and it doesn't lead to larger misunderstandings. And it can lead to some of the more innovative projects we've seen like Oneida Storage, and there are many other examples of that where the developer and the community, after a successful project, they sit down together and they say, "What's next?" And they want to build on what they've developed together. [50:37] Trevor Freeman: Yeah, I guess that's an indication of there actually being a relationship, trust built, rather than just kind of boxes checked and a process being followed. But if there's that actual trust built, it is more of a conversation that what next question can come up and there's sort of that mutual learning. So that's great. Thank you for that. So James, we always end our interviews with the same series of questions to our guests. So I'm going to dive right in here. What's a book that you've read that you think everybody should read? [51:11] James Jenkins: These are the top uh these are probably going to be the tougher questions for me, but um so I recently read a book by Cal Flyn, a UK author from Scotland, and it's called Islands of Abandonment. And the subtitle is Nature Rebounding in the Post-Human Landscape. And what she does is, in an investigative journalist style, goes to places where there hasn't been human presence for 50 or more years. Some of them are no man's land in war zones, some of them are cities facing urban decay, some of them are environmental catastrophe sites like Chernobyl, but then finding that nature has rebounded and that there is remarkable biodiversity in some of these places. [51:59] James Jenkins: So the message I don't want to take away from that is that if you get rid of humans everything will be perfect, because humans have had an impact on the landscape everywhere for much longer than we can comprehend. And in some cases, negative impacts to the landscape are because humans aren't doing what they were doing for a long time. So human intervention has a role and always will, but I think it's important to tell more stories that aren't a story of loss when we get to that point. [52:36] James Jenkins: And for Indigenous communities, many of us have been going through a process of healing, and many of us are still in that process. But as we start to heal and and ask ourselves what's next, that's when we start to think about regeneration, so regenerative energy, revitalization of our culture and and that's what's next and acknowledging that practices that have been lost are near lost can be revitalized in a way that that is uh is incredibly meaningful. And so I was happy to see that story in a widely publicized book because the major story in conservation, but also climate and other areas, has been one of loss. And so, with all of this loss, and and in some cases, you know, a bedrock of tragedy and historical tragedy, where is the, you know, where is the good news story? And I think having these stories about how nature can regenerate is important. It's important to tell that story. [53:50] Trevor Freeman: Yeah, that's fantastic. I appreciate that explanation, and these aren't supposed to be my questions to answer, but I do want to quickly mention a book called What If We Get It Right?—and I can't remember the author off the top of my head, but it really is a series of essays and poems and an exploration of like, what if we do the right things and we can address climate change? And I found it very helpful to kind of be able to imagine, yeah, this is what happens if we do the right thing, if we can address some of these challenges. So, along the same vein as what you mentioned. So, the next question is kind of the same, but what's a movie or a show that you've watched that you think everyone should take a look at? [54:36] James Jenkins: Uh, that that's a really tough one. I do like movies and shows. Um, I recently started watching two British series, um and uh they seem to be very into murder mysteries in the UK, which uh isn't something, you know, normally my favorite, but they do it really well. So I I really liked um Shetland, which is a series that takes place in remote islands in Northern Scotland. [55:06] James Jenkins: In some ways, I think even the setting that it's trying to tell, it resonates with our work in some ways and even the experience of living in an Indigenous community in a less remote location. So I enjoyed that, and then that led to um Sherlock, the the newer one starring Benedict Cumberbatch, which I thought was a very intelligent um show with a, you know, a compelling uh character with sort of superhero, but but somewhat comic book style realistic attributes, but also failings. Um, so I find I enjoy shows that are drawing from literature and putting them into today's terms and not worrying too much about um, you know, what's realistic and what's not, but really trying to—what would we how would this be written today? So I enjoyed that as well. [55:58] Trevor Freeman: Yeah, I like that. Um, if somebody offered you a free round trip anywhere in the world, where would you go? [56:05] James Jenkins: So, Air Canada used to have contests for that, and we used to say Nunavut because it would get the most bang for your buck. You know, these are $4,000–$5,000 tickets, which speaks to the challenges that those communities face when it comes to decarbonizing the north. Um, for me, I mentioned I spent much of my childhood in Northern Arizona. I think at this time I'd probably use it for that, you know, I hope to visit again soon. [56:39] Trevor Freeman: Yeah, fantastic. Um, James, who is someone that you admire? [56:44] James Jenkins: Um, I've been grateful for wonderful mentors in the course of my career. Um, I'm really grateful that the founder of ICE, Chris Henderson, has dedicated himself to be a mentor for me and has has really he's committed to that um and I've learned a great deal from him. [57:04] James Jenkins: Working at Walpole Island, there were a number of chiefs that I worked closely with and have been thinking about one, um Charles Samson, who's passed away, and he really came into his own once he was chief. He had run for a long time, over 10 years, and um really learned a lot from him and his perspective. But then, uh other chiefs, Burton Kewayosh and Dan Miskokomon really really supported me and helped um helped develop my uh the breath of experience that I draw from. And today, um the current chief, Leela Thomas, is really showing some really great leadership, and I think it's a real breakthrough in our region that most of the chiefs in Southwestern Ontario are female, which was um really more rare in the past. So that's a breakthrough as well. [57:59] Trevor Freeman: Yeah, that's great. Uh, and final question, what is something about the energy sector or its future that you're particularly excited about? [58:08] James Jenkins: Um, I think what I'm excited about is that the door is open for Indigenous communities to really change the way that they're engaged with the economy, um for there to be some real opportunities for business development. Um, you know, for many years because I lived in the United States for a while, it felt like the overall economic development capacity of US tribes was far beyond what exists in Canada for a number of reasons. And and one of them is there were a few key industries in the US that the federal government, um it cultivated at different times, gaming being one, uh but it did lead to the infrastructure for US tribes to engage in business all across the country in a way that's still the exception rather than the rule in Canada. [59:02] James Jenkins: So it is exciting for me to think about there being that shift and that um truly Indigenous-led projects stop becoming one-offs, um but they start to be that real uh, you know, Indigenous leadership becomes embedded in the framework of energy decision-making. Um, the idea of it becoming a career path becomes more solidified. So I think it was a dream at one point that some ambitious leaders had, like thinking of Saugeen and Nawash equity participation in that transmission line, there was no blueprint for that. [59:39] James Jenkins: Um, but now that there's been a dream and we've seen it come into practice, so um it's exciting to think that we may continue to see that progress, and then in 10 years there there will be some foundational pillars for communities to really meet their own communities' needs on their own terms. Right now it continues to be a challenge in most places. It's uh, you know, what do we prioritize with limited resources? And um yeah, exciting that this could be a pathway to to start thinking more in terms of abundance. [1:00:19] Trevor Freeman: Yeah, I mean we started this conversation with you describing what your organization does, and something that struck me is it's a it's a combination of supporting projects and project models and helping things get up and running off the ground, providing education, and focusing on advocacy. And I imagine that, you know, even within Canada but also looking at some of the partners you've just mentioned around the world, the focus on, you know, each one of those individual aspects will vary depending on what the biggest need is in that jurisdiction at that time as things change, as funding programs change. So I imagine, you know, advocacy becomes more and more important as you see funding programs change or even just project structure change. Is that kind of fair to say? [1:01:03] Trevor Freeman: James, thanks so much for your time. I really appreciate you coming on the show and helping us understand the work that Indigenous Clean Energy is doing, some of the great success stories, but also a little bit of the path that's still to be walked in order to get to success. So thanks very much, I appreciate your time. [1:01:21] James Jenkins: Thank you, Trevor, really enjoyed it. Thanks so much. [1:01:23] Trevor Freeman: Great. Take care. [1:01:25] Trevor Freeman: Thanks for tuning in to another episode of the Think Energy podcast. Don't forget to subscribe wherever you listen to podcasts, and it would be great if you could leave us a review. It really helps us to spread the word. As always, we would love to hear from you, whether it's feedback, comments, or an idea for a show or a guest. You can always reach us at thinkenergy@hydroottawa.com.

In this warm and engaging episode of Reading With Your Kids, Jed sits down with two returning guests whose very different books both invite powerful family conversations. First up is Anthony Peckham, author of The Law of Solitude, Book Three in the Children of Glass trilogy. Anthony explains how a family road trip to an obsidian mountain and a single arrowhead led to a sprawling high-fantasy world—Earth as we don't quite know it, filled with black glass, sorcerers, and a bustling trade city inspired by medieval Timbuktu and Venice. He introduces listeners to his tough, resourceful sibling heroes who break village rules to save their injured father. Drawing on his background as a Hollywood screenwriter, Anthony talks about writing the trilogy as "one long novel," crafting page-turning cliffhangers, and then learning, with the help of a patient editor, to slow down and explore his characters' inner lives. Beneath the thrills, the books explore honor, courage, resilience, adaptability, and facing uncertainty—ideal themes for parents, kids, and teachers to unpack together. Later, Jed welcomes back Tracy C. Gold, author of the heartfelt picture book Call Your Father from Familius. Tracy shares how the book spotlights dads and grandfathers as fully capable, loving caregivers—handling nighttime wake-ups, school issues, big emotions, and tender moments often stereotyped as "mom jobs." She pulls back the curtain on how long traditional publishing takes, why books sometimes get stuck on ships, and how her own family inspired both Call Your Mother and Call Your Father. Tracy also talks about working from home, reading her work aloud during revisions, and watching her daughter dream up her own spin-off, "Call Your Pet."

In Episode 487 of the Proper True Yarn Podcast, Knuckles sits down with the one and only Poo Bandit for a hilarious, unfiltered, and surprisingly heartfelt yarn about life, fame, friendship, and finding purpose.Poo Bandit shares the outrageous story behind his nickname, the journey from working in the mines to becoming a full-time co-host of Australia's biggest podcast, and the wild behind-the-scenes moments from Alpha Blokes and Podcast Royale. From shitting himself in an elevator to surviving the chaos of live events, MC disasters, and near career-ending moments, this episode is packed with laugh-out-loud stories and proper true yarns.But beneath the comedy lies a powerful conversation about alcohol struggles, mental health, personal growth, and the impact that honest storytelling can have on people's lives.#propertrueyarn

In this weekend's show, we take a step back from the daily price grinds to examine the massive, structural shifts occurring across the metals and...

This week's Mining the Media explored several stories connected by a common theme: leadership. G.K. opened the program by examining Vice President J.D. Vance's growing role in communicating U.S. policy toward Iran, concerns surrounding modern political polling, and why CNN's Harry Enten continues to earn respect by following the data wherever it leads. The discussion also covered Tulsi Gabbard's release of documents raising new questions about Anthony Fauci, Major League Baseball's treatment of Christian players, and an interesting look at a unique cool-water region associated with the Gulf Stream in the Atlantic Ocean. Those stories led naturally into this week's Crusty's Corner: "Biblical Leadership vs. Professional Leadership: Where They Agree, Where They Differ, and Why It Matters." Too often biblical leadership and professional leadership are portrayed as competing philosophies. In reality, they share significant common ground. Both value results, character, excellence, accountability, authority, and influence. The greatest differences are often found not in leadership techniques, but in purpose, motivation, and ultimate accountability. In this episode, Dave Jeffers explores where these two leadership models intersect, where they differ, and why understanding both can help leaders become more effective, trustworthy, and faithful in their responsibilities. Whether you're leading a business, a ministry, a military unit, a civic organization, or simply your own family, this discussion offers practical insights into the kind of leadership our culture desperately needs. Join us as we continue Mining the Media and searching for the truth beneath the headlines.

Plus: Talks between the U.S. and Iran are delayed, Frank Stronach is found guilty on two counts in his sex assault trial, the mine where three workers were trapped for days in a collapse last year gets a key approval for underground mining, a groundbreaking procedure for cancer patients has been performed in Canada for the first time, and why are so many Canadians turning away from legacy media? We love feedback at The Big Story, as well as suggestions for future episodes. You can find us: Through email at hello@thebigstorypodcast.ca  Or @thebigstory.bsky.social on Bluesky

"That's what we're trying to achieve with this forum: bringing all the people together with different backgrounds and create this community, which I don't think fully exists right now.” Jiajia Sun and Nadine Veillette preview SEG's first Critical Minerals Forum for the mining community in North America. Critical minerals are becoming more important to energy systems, supply chains, and public policy, but finding them still depends on difficult subsurface decisions. The conversation shows why geophysics matters when it is integrated with geology, geochemistry, drilling, and uncertainty. For students and working geophysicists, this is a growing area where technical skill, communication, and practical decision-making all matter. Learn more about the Critical Minerals Forum at https://seg.org/calendar_events/critical-minerals-forum/. KEY TAKEAWAYS > Integration is now central to critical mineral exploration: Geophysics is most useful when it helps test geological ideas, reduce uncertainty, and guide better decisions about where to collect data or drill. > Mining creates a different mindset for geophysicists: Compared with oil and gas, mineral exploration often works with sparser drilling, smaller budgets, and more variable geological systems. > Critical minerals are opening new career paths: The field needs geophysicists who can combine imaging, inversion, AI, geology, communication, and decision-focused workflows. ABOUT SEISMIC SOUNDOFF Seismic Soundoff showcases conversations addressing the challenges of energy, water, and climate. Produced by the Society of Exploration Geophysicists (SEG) and hosted by Andrew Geary of 51 features, these episodes celebrate and inspire the geophysicists of today and tomorrow. Three new episodes monthly. See the full archive at https://seg.org/resources/podcast/.

Interview with Alan Carter, President & CEO of Cabral Gold Inc.Our previous interview: https://www.cruxinvestor.com/posts/cabral-gold-tsxvcbr-undervalued-investment-series-with-alan-carter-9745Recording date: 16th June 2026Cabral Gold is nearing production at its phase one heap leach operation in the Cuiu Cuiu gold district in northern Brazil, with construction more than 70% complete and on track for commissioning in the third quarter of 2026 and commercial output in the fourth quarter. The project is fully funded through a 353 kg gold loan (approximately $45 million) from its largest shareholder, carrying a 39-month term and 10% interest, with repayments beginning at the end of 2026.The operation is designed to process 3,000 tons of ore per day from near-surface, free-digging oxide material, which avoids the need for drilling, blasting, and complex processing. This contributes to relatively low operating costs and strong projected economics. Despite rising diesel prices and a stronger Brazilian real, the company estimates margins of $3,000 per ounce at current gold prices, with first-year production expected to reach 25,000 ounces.Infill drilling across approximately 160 holes has largely confirmed the resource model outlined in the 2025 preliminary feasibility study, with some higher-grade results, including an intercept of 25 metres at 7.5 g/t gold from surface. Early mining grades are expected to exceed life-of-mine averages, further supporting near-term profitability.Beyond initial production, Cabral is advancing a broader district-scale strategy. The company now controls six known deposits, up from three in 2022, and is actively drilling with six rigs to expand its resource base, targeting an updated estimate by the end of 2026. Notably, around 75% of the district's gold is believed to lie in hard rock beneath the oxide layer, forming the basis for a larger phase two development.Cabral's approach emphasizes self-funded growth, using cash flow from phase one to support expansion, reducing reliance on equity dilution while maintaining exposure to significant exploration upside.Learn more: https://www.cruxinvestor.com/companies/cabral-goldSign up for Crux Investor: https://cruxinvestor.com

Interview with Andrew Dennan, CEO of Halo MineralsRecording date: 16th June 2026Halo Minerals has emerged as a unique opportunity within the junior mining sector by focusing on the reprocessing of historical mine tailings rather than pursuing conventional greenfield mine development. Its flagship Playa Verde Project in Chile aims to recover copper and gold from legacy tailings deposits while simultaneously addressing a long-standing environmental liability.The company's most important achievement to date is securing approval of the project's Environmental Impact Assessment (EIA). For mining projects in Chile, permitting is often one of the largest barriers to development, creating uncertainty around timelines and project viability. With the EIA approved and formal written resolution received, Halo has substantially reduced a key project risk and can now focus on financing, engineering, and execution.The economics outlined in the recently published Competent Person's Report are compelling. The Playa Verde Project contains ore reserves of 32.2 million tonnes grading 0.25% copper, representing approximately 80,000 tonnes of contained copper. Using assumptions of US$5.30 per pound copper and US$4,300 per ounce gold, the project generates a post-tax NPV10 of approximately US$154 million and an estimated IRR of around 51%. These metrics compare favorably with the company's current valuation and suggest meaningful leverage to successful project development.Importantly, Halo is not relying on experimental technology. Management intends to utilize well-established dredging, flotation, and SX-EW processing methods that have been deployed successfully across the mining industry for decades. This reduces technical uncertainty and may improve financing prospects compared with projects dependent on novel extraction technologies.The broader copper market also provides supportive macroeconomic conditions. Demand continues to rise due to electrification, electric vehicle adoption, renewable energy infrastructure, and the expansion of AI-related data centres. At the same time, many industry analysts forecast structural supply deficits over the coming decade as permitting challenges and capital intensity limit the pace of new mine development. Tailings reprocessing projects such as Playa Verde offer a potentially faster route to supplying additional copper to the market.Another notable aspect of the investment case is management's financing strategy. Rather than relying heavily on equity issuance, Halo intends to pursue a combination of offtake agreements, vendor financing, royalty and streaming transactions, and project debt. If successfully executed, this approach could reduce shareholder dilution relative to many junior mining peers.Investors should nevertheless recognize the risks. The company remains pre-FID and must still secure financing and operating partners. Playa Verde currently represents the primary source of near-term value, creating concentration risk. Commodity price volatility, financing market conditions, and execution challenges could all affect outcomes.Looking ahead, the most important catalysts include completion of the updated feasibility study, finalization of financing arrangements, selection of operating partners, and progress toward a final investment decision targeted for late 2026. Success on these fronts would move Halo closer to its goal of first production in 2028 and provide a clearer indication of whether the project's attractive economics can be translated into shareholder value.Learn more: https://cruxinvestor.comSign up for Crux Investor: https://cruxinvestor.com

La prima implementazione di Ark è online e nel giro di poche ore, grazie agli LLM, vengono trovati e corretti due bug importanti. È la nuova rapidità di sviluppo e controllo del codice a cui ci dobbiamo ormai abituare. L'AI sta per cambiare il mondo.Inoltre: gogna mediatica per Michael Saylor, arriva la Cypherpunk library, cos'è la Bitcoin Design Guide, Bitcoin funziona come un organismo biologico e il difficulty adjustment lo domostra, e la Cina banna i finfluencer.It's Showtime!

Jetzt bei Kraken anmelden und 30 EUR Bonus erhalten: https://bit.ly/kraken-bonusThemen & Timestamps:00:00 Begrüssung und Themenüberblick00:41 Bitcoin: Verlustrealisierung und möglicher Boden03:21 Federal Reserve hält Leitzins unter Kevin Walsh04:55 Matt Hogan: Der nächste Bullrun wird langsamer06:10 Oman baut nationalen Bitcoin-Mining-Pool auf07:28 Tether stellt Gold-Token AUSDT ein08:35 Bybit auf der MAS-Warnliste in Singapur

In this episode, NG Zhang, founder and CEO of Canaan Inc., shares his journey in Bitcoin mining technology, from early ASIC development to modern innovations like heat reuse and energy integration. We talk about the evolution of mining hardware, industry trends, and future prospects.Timestamps:(00:00) –  Intro and Early Days of Bitcoin Mining(03:40) –  From FPGA to ASIC Technology(06:22) –  The Avalon A16 Series(09:07) –  Reliability and Durability of Mining Machines(12:15) –  Failure Rates and Useful Life(14:40) - Primary Market and Secondary Market for Mining(16:40) –  Small Scale vs. Large Scale Mining(22:00) - What % is home mining today?(23:00) - Heat Recovery(29:00) - Different methods of cooling in Bitcoin Mining(31:40) - Mining machine form factor(32:40) - Stratum V2 Support?(37:35) - Market Dynamics: Public vs. Private Miners(39:50) –  Energy Grid Integration and Bitcoin Mining(44:25) - Efficiency gains are slowing down in bitcoin miningLinks: https://www.canaan.io/Stephan Livera links:Follow me on X: @stephanliveraSubscribe to the podcastSubscribe to Substack

While US companies race to stack Bitcoin for "number go up," Africa Bitcoin Corporation is using it to change lives. Host Brandon Green talks with Stafford Masie about why Bitcoin adoption in Africa looks completely different from Western capital markets. Stafford breaks down how ABC — the first publicly listed Bitcoin treasury company on the Johannesburg Stock Exchange — borrows against Bitcoin to fund a private-credit engine backing real African businesses.

There is a full round of new drill results out today. We report the latest from Meridian Mining, Kenorland Minerals, and Banyan Gold. District Metals has received a drill permit for the Österkälen Mineral License. Collective Mining gives an update on its Adit construction. Kingfisher returns to HWY37. This episode of Mining Stock Daily is brought to you by... ⁠⁠⁠⁠⁠⁠⁠⁠⁠Revival Gold ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Vizsla Silver⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Equinox Gold⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Integra Resources ⁠⁠⁠⁠⁠⁠⁠⁠

Interview with Gavin Ferrar, CEO of Central Asia MetalsOur previous interview: https://www.cruxinvestor.com/posts/central-asia-metals-lsecaml-beats-cash-forecasts-pays-dividends-9808Recording date: 12th June 2026Central Asia Metals (CAML) has announced the proposed acquisition of ASX-listed Cygnus Metals in an all-share transaction aimed at strengthening its project pipeline and adding a development-stage asset to its portfolio. The deal, expected to complete in September, will see Cygnus shareholders receive approximately 0.06 CAML shares per share, resulting in ownership of about 30% of the combined entity, with existing CAML shareholders retaining 70%. The structure preserves CAML's debt-free balance sheet and allows continued funding of operations, exploration, and dividends.The acquisition centers on the Chibougamau copper-gold project in Quebec, Canada, a brownfield asset comprising five deposits and an existing processing facility. Under Cygnus's ownership, the project's measured and indicated resource increased by 78% to 6.4 million tonnes at roughly 3% copper equivalent, with over 8 million tonnes of inferred resources and significant exploration potential across an 18-kilometre strike length. Existing infrastructure, including an idle mill and permitted tailings facilities, is expected to reduce development costs and timelines compared to a greenfield project.CAML plans to advance the project through an updated preliminary economic assessment followed by a feasibility study, targeting a construction decision within four to five years. The company intends to leverage its operational and tailings management expertise from its Sasa mine, while retaining Cygnus's local management team and community relationships to support permitting and development.Strategically, the acquisition fills a long-standing gap between CAML's exploration assets and producing operations in Kazakhstan and North Macedonia. These existing mines are performing strongly, supporting ongoing dividends of 30–50% of free cash flow. The transaction also reflects a broader industry trend of larger, cash-generative miners acquiring development-stage assets from smaller explorers to unlock value and accelerate project timelines.Learn more: https://www.cruxinvestor.com/companies/central-asia-metalsSign up for Crux Investor: https://cruxinvestor.com

Interview with Lon Shaver, President, Silvercorp MetalsOur previous interview: https://www.cruxinvestor.com/posts/silvercorp-metals-nysesvm-377m-cash-el-domo-build-drive-growth-in-silver-dominant-producer-8056Recording date: 15th June 2026Silvercorp Metals has reported a strong performance over its most recent two quarters, with sharp increases in net income and free cash flow largely driven by higher prices for silver, gold, and zinc rather than significant production growth. While output rose modestly, the primary driver of improved margins was the favorable pricing environment, which allowed more revenue per ton of ore without major new capital investment. Seasonal weakness typically seen in the March quarter was mitigated by expanded capacity at the company's flagship Ying Mining District in China.Despite these results, Silvercorp continues to trade at a valuation discount relative to peers. Management attributes this gap to its historical reliance on a single asset in a single jurisdiction, which has limited investor interest, particularly among those less familiar with operating conditions in China. To address this, the company is actively pursuing diversification across both geography and commodities.Key growth initiatives include the El Domo project in Ecuador, currently under construction and expected to begin production by mid-2027, and the Condor gold project, which is being advanced as a potentially low-cost underground mine. In addition, Silvercorp has acquired two gold projects in Kyrgyzstan, providing exposure to more than 6 million ounces of gold. These projects are central to a broader strategy to expand revenue from approximately $400 million today to over $2 billion within five to six years.The company plans to fund this expansion primarily through internal cash flow, supported by an unused $220 million credit facility. It is also seeking a secondary listing on the Hong Kong Stock Exchange to broaden its investor base. Alongside growth, Silvercorp continues to focus on cost control through electrification, off-peak energy use, and increased automation, reinforcing its position as a low-cost producer in a rising metals price environment.Learn more: https://www.cruxinvestor.com/companies/silvercorp-metalsSign up for Crux Investor: https://cruxinvestor.com

In this episode, we catch up with Skot and Tyler on their travels to the Oslo Freedom Forum and BTC Prague, and dig into the fast-moving world of open-source Bitcoin mining. We recap last week's conversation with AgentP about GridPool and the push to rethink decentralized pools, then explore why mining still feels like a “dark corner” of Bitcoin education and how the 256 Foundation is aiming to change that by building open-source hardware, firmware, and community. From BitDevs insights to the state of mining centralization, we unpack market realities, the shift from the old “just plug it in” era to creative models powered by stranded/intermittent energy, and why closed-source hardware and firmware block innovation. We discuss Braiins' new BraiinsForge initiative and renewed open-source signals, chip access challenges, Bitmain and WhatsMiner dynamics, and the promise of Mujina firmware—especially for responsive solar mining. Plus, we highlight community dev calls, heat-reuse ideas, solar/inverter integrations, and the path to smarter, modular mining stacks that can thrive in homes, businesses, and beyond.

An Ancient Trap - Episode 10 - A Mining Morning   We are proud to announce that Shadowpublications.com is sponsored by Larry's Coffee. Visit Larry's, check out their awesome coffees, and get a free gift.   Support the podcast by purchasing The Black: Oceania. Ebook available from Amazon Become a member for exclusive content Written by Paul E Cooley Text Copyright:    ©2023 Paul E Cooley Audiobook Copyright:    ©2026 Paul E Cooley Support the podcast and get access to published and unpublished books all voiced by the author! If you are suffering from depression or other mental disorders, please get help. http://www.bipolarsupport.org/ https://suicidepreventionlifeline.org/ Please visit Shadowpublications.com for more information about the author and this series. To stalk the author on social media: Email: paul@shadowpublications.com Mastodon: @paul_e_cooley@vyrse.social Newsletter: http://mailinglist.shadowpublications.com  

Rick Rule explains the type of ignored junior mining stock he is currently buying. Rule says recent exploration spending is yielding spectacular drill results, but the market is not fully pricing discoveries yet, creating opportunity for savvy buyers like himself; he prefers open-market buying over private placements due to weak warrant terms. Rick discusses navigating junior mining during geopolitical “black swan” volatility, emphasizing a watchlist of target companies and prices and a current bias to accumulate on expected summer weakness as juniors have been hit harder than majors. He discusses assessing CEOs' capital-raising and marketing strategies, contrasts specialist mining brokers with New York generalists, and explains focusing on the price–value gap rather than pre-market signals. Rule strongly favors at-the-market (ATM) financings for big board-listed miners, explains his PDAC “floor intel” around the G Mining/G2 Goldfields transaction, and comments on the Aurion/Agnico deal. Rick discusses trucking ore to existing mills in the Abitibi, why he generally avoids niche metals, and outlines how AI can help analyze large datasets without replacing experienced questioning. 00:00 Intro 00:41 Black Swan Buying Plan 02:22 Rotating Back to Juniors 04:47 Financing Market Reality 06:29 CEO Marketing Strategy 09:13 New York Brokers Explained 10:44 Price Versus Value Mindset 12:19 ATMs and Capital Raising 15:54 PDAC Deal Signals 19:11 G Mining and G2 Thesis 20:30 Abitibi Trucking Model 25:14 Exploration Strategy Shifts 27:42 Avoiding Niche Metals 30:20 Value Added Investor Role 32:00 Helium Speculation Story 35:08 Mexico and Carlos Slim 36:54 AI in Mining and Oil 40:49 Rule Conference Preview Rule Symposium July 6-10 in Boca Rotan, FL: https://cvent.me/XOqdLa?via=mse If you would like Rick to review your mining stock portfolio reach out to him at: https://ruleinvestmentmedia.com/ Rule Investment Media YT channel: https://www.youtube.com/@RuleInvestmentMedia Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 Mining Stock Education (MSE) offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/

Theonila Roka Matbob grew up next to what was — at the time — the world's largest open-pit mine in Bougainville, an autonomous island in Papua New Guinea, operated by a subsidiary of Rio Tinto. This mine wrought environmental and social devastation on the community of Panguna for decades. And many of these impacts carry on today, says Roka Matbob, who is an Indigenous Nasioi woman and politician. With the help of Jubilee Australia and the Human Rights Law Centre, Roka Matbob was able to file a legal complaint with Australia's National Contact Point for Responsible Business Conduct. As a result, Rio Tinto signed a memorandum of understanding with the Bougainville government to remediate the impacts of this mine. For this legal achievement, Roka Matbob was awarded the Goldman Environmental Prize. However, she is skeptical that remediation for these impacts will occur. She joins the podcast this week to tell the Bougainville story and what she wants people to understand about mining's impacts on the autonomous region and her community. " The Bougainville story is a result of Australia's political decision through Papua New Guinea government now implemented on Bougainville and leaving behind a toxic legacy that is already been kind of fenced out, not to have a forum to talk about," she says. "So my intention is for us to start telling this story." Please take a minute to let us know what you think of our podcast here. Mike DiGirolamo is the host & producer for the Mongabay Newscast based in Sydney. Find him on LinkedIn and Bluesky. Banner image: Theonila Roka Matbob in Papua New Guinea's Autonomous Region of Bougainville in January 2026. Photo by Goldman Environmental Prize. —— Timecodes (00:00) The Bougainville story (12:11) Seeking justice (22:38) Cleaning up a 'toxic legacy'

Interview with Kyle Floyd, CEO of Vox Royalty Corp.Our previous interview: https://www.cruxinvestor.com/posts/from-one-asset-to-eight-how-vox-royalty-tsxvoxr-is-building-a-cash-generating-royalty-powerhouse-7187Recording date: 10th June 2026Vox Royalty Corp reported a record-setting first quarter in 2026, underscoring a period of accelerating growth driven by both strategic acquisitions and a strong gold price environment. The company generated $16 million in royalty receipts, alongside record operating cash flow and earnings per share exceeding $0.30. Management attributed this performance largely to a $60 million portfolio acquisition completed in September 2025, which added high-quality royalty assets that have since benefited from operational improvements and rising commodity prices.Building on this momentum, Vox introduced its first long-term financial outlook, projecting annual royalty receipts of approximately $66 million by 2030—nearly double its current guidance range of $32–$37 million. Notably, this forecast is based բացառively on existing assets, excluding potential upside from future acquisitions or the resolution of ongoing litigation related to the Red Hill royalty.A central element of Vox's investment case is its perceived valuation gap. The company currently trades at roughly $300 per gold equivalent ounce (GEO), significantly below peers such as Triple Flag and Franco-Nevada, which trade closer to $1,200 and $1,800 per GEO, respectively. Management argues this discount is difficult to justify given Vox's reported 28% return on invested capital and growing production base.Financially, the company remains well positioned, with no debt, available credit of up to $75 million, and a disciplined acquisition strategy focused on under-the-radar, pre-production royalties. Near-term catalysts include potential mine life extensions, ongoing drilling activity across its portfolio, and the possible unlocking of the Los Filos stream—acquired for a nominal cost but potentially worth up to $50 million.Overall, Vox Royalty presents a growth profile anchored in existing assets, with management emphasizing both operational execution and valuation re-rating potential.View Vox Royalty's company profile: https://www.cruxinvestor.com/companies/vox-royaltySign up for Crux Investor: https://cruxinvestor.com

Interview with David Cole, CEO of Elemental Royalty Corp.Our previous interview: https://www.cruxinvestor.com/posts/tether-to-assume-33-stake-in-transformational-royalty-merger-of-emx-royalty-elemental-altus-8002Recording date: 11th June 2026Elemental Royalty Corporation has emerged as a major player in the global mining royalty sector, following the merger of Elemental Altus and EMX Royalty. The combined entity now holds over 300 mineral property interests across 23 countries, positioning itself as a diversified, billion-dollar company with projected annual revenues nearing $100 million. Its commodity exposure is balanced, with approximately 60% derived from gold and silver, 30% from copper, and the remainder from base metals such as zinc, lead, and molybdenum.The company operates on a royalty model, enabling it to benefit from mining revenues without bearing operational or capital costs. Its portfolio is structured like a pyramid, combining producing assets for immediate cash flow, development-stage projects for medium-term growth, and exploration-stage properties that offer long-term upside. This structure supports steady revenue generation alongside asset value appreciation.A key factor in Elemental's growth is its strategic partnership with Tether, which holds a 32% equity stake and has injected $100 million into the company. This backing lowers Elemental's cost of capital and provides financial flexibility for acquisitions without relying heavily on equity dilution.Elemental has also significantly improved its market presence, increasing trading liquidity after listing on the NASDAQ and positioning itself for inclusion in major indexes such as the Russell 2000, Russell 3000, and potentially the GDXJ ETF. These developments are expected to attract institutional investment.Future growth is driven by major projects such as the Timok copper deposit in Serbia and the pending Vizsla silver-gold royalty acquisition in Mexico. With strong exposure to both precious metals and energy-transition commodities, Elemental is well positioned to benefit from global demand trends while maintaining a low-risk, capital-efficient business model.View Elemental Royalty's company profile: https://www.cruxinvestor.com/companies/elemental-altus-royaltiesSign up for Crux Investor: https://cruxinvestor.com

In this episode, we chat to Neil McMillan, Chairman of MAX Power Mining Corp. With decades of experience in the mining and energy sectors, Neil is helping lead one of Canada's most exciting emerging energy stories following MAX Power's discovery of a subsurface natural hydrogen system in Saskatchewan. We discuss the significance of the discovery, the potential of natural hydrogen as a future energy source, and what it could mean for Canada's role in the global energy transition. We cover why Saskatchewan is considered uniquely prospective and why Neil thinks this is one of the best projects he has been involved in. This episode is brought to you by Mining International, a global executive search partner to the mining industry. For bespoke search and advisory services, please visit ⁠www.mining-international.org  KEY TAKEAWAYS Neil McMillan transitioned from a successful career in gold and uranium financing back into the resources sector as Chairman of MAX Power Mining Corp. Max Power recently discovered a massive subsurface natural hydrogen system in Saskatchewan, which experts suggest could eventually rival traditional natural gas in scale. Unlike manufactured industrial hydrogen, natural hydrogen is processed by nature and has the potential to be produced at a fraction of the cost, making it highly attractive to commercial markets. The discovery's unique geographical conditions provide both clean electricity and cooling water, positioning Saskatchewan as an ideal location for the rapid development of next-generation AI data centers. BEST MOMENTS "If you only produce 2% of it you would have enough of a clean energy source for the next 100 years."  "The geological structure that's necessary to create natural hydrogen reservoirs is the same one that created the potash industry and the uranium sector."  "We have a saying: it's not going to be very long to go from mining to molecules—months to molecules."  "I can look ahead in five years or ten years and see natural hydrogen as the major new source of energy in the world." GUEST RESOURCES https://www.maxpowermining.com/naturalhydrogen/ https://x.com/maxpowermining https://www.linkedin.com/company/max-power-mining-corp/ https://www.youtube.com/@maxpowerminingcorp VALUABLE RESOURCES Mail:        ⁠rob@mining-international.org⁠ LinkedIn: ⁠https://www.linkedin.com/in/rob-tyson-3a26a68/⁠ X:              ⁠https://twitter.com/MiningRobTyson⁠  YouTube: ⁠https://www.youtube.com/c/DigDeepTheMiningPodcast⁠  Web:        ⁠http://www.mining-international.org⁠ CONTACT METHOD ⁠rob@mining-international.org⁠ ⁠https://www.linkedin.com/in/rob-tyson-3a26a68/⁠ Podcast Description Rob Tyson is an established recruiter in the mining and quarrying sector and decided to produce the “Dig Deep” The Mining Podcast to provide valuable and informative content around the mining industry. He has a passion and desire to promote the industry and the podcast aims to offer the mining community an insight into people's experiences and careers covering any mining discipline, giving the listeners helpful advice and guidance on industry topics.  This Podcast has been brought to you by Disruptive Media. https://disruptivemedia.co.uk/

Jetzt bei Kraken anmelden und 30 EUR Bonus erhalten: https://bit.ly/kraken-bonusThemen & Timestamps:00:00 Begrüssung und Themenüberblick01:03 Marktsituation: Bitcoin-Preissturz und ETF-Abflüsse02:38 Iran-Deal und Effekt auf den Bitcoin-Preis04:29 Bitcoin-Mining: Schwierigkeitsgrad sinkt um 10 %06:33 Pivot zur KI und der SpaceX-Börsengang07:37 RWA-Plattformen und tokenisierte Aktien09:05 Chinas Blockchain-Projekt M-Bridge

  The long-term bullish narratives surrounding precious metals are hitting a massive wall of technical resistance, while the broader equity markets are staging a quiet...

On this week's Mining the Media, G.K. Allen tackles several headlines raising important questions about America's place in an increasingly unstable world. From Taiwan's decision to test missiles by pointing them toward China, to the opportunity presented by the World Cup as millions of international visitors experience the United States firsthand, G.K. offers his unique perspective on global events and national identity. He also examines whether Iran can be trusted in the current geopolitical climate and challenges listeners to take a sober look at what he believes are the policies and priorities alienating many Americans from today's Democrat Party. Then, in Crusty's Corner, Dave Jeffers takes a deep dive into the intersection of election integrity, federalism, and constitutional responsibility. While affirming the importance of secure elections, Dave argues that the solutions must remain consistent with the principles of limited government and the Tenth Amendment. Rather than looking to Washington to solve every problem, he contends that citizens within each of the fifty states must engage locally, hold their leaders accountable, and do the hard work of self-government. As always, the goal isn't merely to react to the news cycle, but to think critically, engage faithfully, and encourage listeners to become informed and active citizens in the public square. Please be sure to visit our website at www.miningthemedia.com and share it with your friends, relatives, associates, and neighbors. 

Interview with Thomas Lamb, CEO, and  George Van Der Walt, Senior Geologist, of Myriad Uranium Corp.Our previous interview: https://www.cruxinvestor.com/posts/myriad-uranium-csem-from-historical-data-to-drill-confirmed-resource-the-phase-2-plan-10192Recording date: 10th June 2026Myriad Uranium Corp (CSE:M) is an early-stage uranium developer with three projects located entirely within the United States, at a moment when domestic uranium supply has become a stated federal priority. The company's flagship Copper Mountain project in central Wyoming is the primary investment case: a large-scale conventional uranium asset that was within two years of production before the Three Mile Island accident shut down the US uranium sector in 1979, and which has since sat largely dormant while the geopolitical and policy environment has shifted decisively in favour of domestic producers.The foundation of the Copper Mountain investment case rests on an unusually well-documented technical record. Union Pacific Railroad and Southern California Edison invested approximately $125 million in today's dollars across the property during the 1970s, drilling 2,000 holes and identifying seven discrete uranium deposits with a combined historical resource of 27 million pounds. In 1982, Bendix Engineering commissioned by the US Department of Energy assessed the broader district and estimated a potential uranium endowment of up to 655 million pounds. While the figure is not a current NI 43-101 compliant resource estimate, but it is an independent government study, and it frames the scale of what Myriad is working to define.More recently, Myriad's own Phase One drill programme at the Canning Deposit returned laboratory assay grades 50–60% higher than the historical gamma probe measurements on which prior resource estimates were based. The practical implication is that those historical figures were likely conservative a conclusion that Phase Two drilling is now designed to test across all seven deposits. The company has also completed a district-wide airborne magnetic and radiometric survey that identified significant uranium signatures in an eastern zone of the project area, entirely beyond the historical drilling footprint, representing a material exploration upside that has not yet been reflected in the market.Phase Two drilling begins shortly, funded by a cash position of approximately $12–13 million which is sufficient to advance the programme without near-term dilutive pressure. The pending acquisition of Rush Rare Metals will deliver 100% ownership of Copper Mountain, simplifying the asset structure. A planned uplisting to the TSX Venture Exchange and subsequent US exchange listing is expected to broaden the investor base.The two secondary assets, Red Basin in New Mexico, where Myriad retains a 10% free-carried interest following a sell-down to a well-capitalised technology-backed consortium, and the Breccia Pipe project in Arizona, optioned to Wedgemont Resources at no cost to Myriad provide additional optionality without requiring capital deployment.The United States currently consumes approximately 50 million pounds of uranium per year and produces roughly one million. That structural gap, combined with an executive policy framework explicitly supporting domestic uranium development and the prospect of floor pricing for US-produced uranium, creates a favourable environment for developers with permitted, drill-ready US assets. Myriad's current market capitalisation of approximately $40 million reflects its CSE-listed junior status more than the scale of the asset it is advancing. As Phase Two results begin to flow, that disconnection may not persist.View Myriad Uranium's company profile: https://www.cruxinvestor.com/companies/myriad-uraniumSign up for Crux Investor: https://cruxinvestor.com

Stijn Schmitz welcomes Florian Grummes to the show. Florian Grummes is the Founder and Managing Director of Midas Touch Consulting. Florian remains bullish on oil and gas, viewing energy equities as still undervalued despite recent price consolidation. He anticipates a severe oil price shock by late summer or early autumn, driven by ongoing supply disruptions from Middle East tensions, critically low inventories, and a disconnect between Western paper markets and physical demand. He notes that while demand destruction may eventually occur, the immediate risk is a sharp price spike as shortages intensify. Florian also warns that the AI-driven stock market bubble is nearing a peak, comparing it to past speculative manias, and expects a significant correction that could trigger a liquidity crunch. This environment complicates the Federal Reserve's position, as it cannot easily lower interest rates amid persistent inflation and may even be forced to raise them, further stressing the economy. In precious metals, Florian sees gold in a secular bull market, driven by its role as a neutral reserve asset and ongoing central bank buying. However, he notes that gold and silver are currently in a correction phase, with silver potentially pulling back toward the $50 level before the next leg up. He remains a long-term silver bull due to its industrial and monetary demand, but cautions that short-term pain is likely. Mining stocks have sold off sharply, with sentiment extremely bearish. Florian advises patience, waiting for signs of capitulation and contrarian buy signals before aggressively adding positions. He emphasizes the importance of quality companies and recommends holding cash-flow-generating dividend payers, particularly in oil, to weather potential market turmoil. Overall, he sees a complex, volatile period ahead, but believes the longer-term trends for commodities and precious metals remain intact. Timestamps: 00:00:00 – Introduction 00:01:20 – Oil and Gas Equities Outlook 00:03:45 – Oil Bull Market Analysis 00:06:10 – Middle East Supply Disruptions 00:10:05 – Impending Oil Price Shock 00:13:50 – Energy Market Resilience? 00:15:00 – Specific Interesting Plays 00:17:20 – AI Bubble and Market Risks 00:21:52 – Fed Rates and Inflation Pressures 00:27:08 – Gold Role in Debasement 00:36:00 – Remonitization of Metals? 00:39:45 – Thesis Around Silver 00:43:05 – Gold Miners & GDX 00:48:42 – Quality Miners & Uncertainty 00:51:05 – Midas Touch Consulting Guest Links: Website: https://www.midastouch-consulting.com X: https://twitter.com/FlorianGrummes Substack: https://substack.com/@midastouchconsulting Telegram: https://t.me/MidasTouchConsulting Free Newsletter: http://eepurl.com/d5Euf LinkedIn: https://www.linkedin.com/in/floriangrummes/ Seeking Alpha: https://seekingalpha.com/author/florian-grummes Facebook: https://www.facebook.com/Midastouchconsulting Florian Grummes is an independent financial analyst, advisor, consultant, mentor, trader & investor as well as an international speaker with more than 30 years of experience in financial markets.  Florian is the founder and managing director of his company Midas Touch Consulting, which is specialized in trading & investments as well as consulting, analysis & research with a focus on precious metals, commodities and digital assets. Via Midas Touch Consulting he is publishing daily and weekly gold, silver, bitcoin & cryptocurrency analysis for his numerous international readers. Florian is well known for combining technical, fundamental/macro and sentiment analysis into one often accurate conclusion about the markets.

"Copper may electrify the world, but steel builds it.” The brilliant Frank Giustra is ‘All In' on Oceanic Iron Ore, A 100-year, billion-ton high-grade iron ore asset in Northern Quebec at tidewater with no rail needed. To learn more, please visit: https://www.oceanicironore.com/