Podcasts about Mining

Last week, President Trump dramatically reduced the size of two national monuments that aren't only beloved by everyday Utahns but contain priceless archeological treasures. But Utah is fighting back – against Trump, and against the Republican legislators letting private industries and a Shark Tank host run roughshod over what most people in the state actually want. To learn more, we spoke to Caroline Gleich. She's an environmental activist and a professional ski mountaineer based in Park City.And in headlines, the Trump Administration announces a deal with the Kingdom of Saudi Arabia to provide the country with a civilian nuclear program, Arizona Republican Representative Andy Biggs overwhelmingly wins the GOP nomination for Arizona governor, and the power of the US passport has reportedly declined over the past 20 years.Show Notes: Check out Caroline's work – carolinegleich.com Call Congress – 202-224-3121 Subscribe to the What A Day Newsletter – https://tinyurl.com/y4y2e9jy What A Day – YouTube – https://www.youtube.com/@whatadaypodcast Follow us on Instagram – https://www.instagram.com/crookedmedia/ For a transcript of this episode, please email transcripts@crooked.com

Travis Kalanick, Ben Horowitz, and Erik Torenberg reunite to reflect on Uber's early days, the investment that almost happened, and why Kalanick believes the next great technology opportunity lies beyond software. They discuss the lessons of building Uber, the value of founder-led companies, and why Kalanick spent nearly eight years quietly building Atoms before stepping back into the spotlight. The conversation explores industrial AI, robotics, autonomy, mining, food production, and Kalanick's vision for digitizing the physical world, where software, manufacturing, real estate, and transportation come together to transform entire industries.   Resources: Follow Travis Kalanick on X: https://x.com/travisk Follow Ben Horowitz on X: https://x.com/bhorowitz Stay Updated:Find a16z on YouTube: YouTubeFind a16z on XFind a16z on LinkedInListen to the a16z Show on SpotifyListen to the a16z Show on Apple PodcastsFollow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Applied Intuition has spent the past decade building the software that powers intelligent machines, from passenger vehicles and trucks to defense systems, mining equipment, and industrial robots. In this conversation, Marc Andreessen and Erik Torenberg sit down with Applied Intuition cofounders Qasar Younis and Peter Ludwig to discuss the emergence of physical AI and the company's latest launch, Dana, a new platform designed to accelerate the development of autonomous systems. They explore autonomous vehicles, robotics, world models, simulation, AI infrastructure, and the engineering challenges of deploying intelligence safely in the physical world. Along the way, they discuss self-driving cars, humanoid robots, global competition, and why lowering the barrier to building physical AI could unlock an entirely new generation of products and companies.   Resources: Follow Qasar Younis on X: https://x.com/qasar Follow Peter Ludwig on LinkedIn: linkedin.com/in/peterwludwig Follow Marc Andreessen on X: https://x.com/pmarca Stay Updated:Find a16z on YouTube: YouTubeFind a16z on XFind a16z on LinkedInListen to the a16z Show on SpotifyListen to the a16z Show on Apple PodcastsFollow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

21 July 2026 - ASX slips as banks weigh on market

Lac Gold has 1.66 million ounces of resources at the Rouyn Gold Project in Canada. Two rigs now drilling, with the potential to add a third or even a fourth. The name of the game is to grow the resource in what is a highly desirable address for gold deposits. Guest Bios Andrew Stocks — Managing Director, Lac Gold Limited (ASX: LAC) Andrew Stocks is Managing Director of Lac Gold Limited (ASX: LAC). He is a mining engineer with more than 35 years' experience in corporate leadership across the resources sector, including project development, capital allocation and strategy. Prior to Lac Gold, he was Managing Director and CEO of ASX-listed Iron Road Limited, where he led the company through feasibility work on the Central Eyre Iron Project in South Australia. Earlier in his career he was Managing Director and CEO of Siberia Mining Corporation through its merger with Monarch Gold, and served as Vice President of Operations at London-based Crew Gold Corporation. Matthew Keegan — Executive Director, Lac Gold Limited (ASX: LAC) Matthew Keegan is Executive Director of Lac Gold Limited (ASX: LAC) and the geologist who originally identified and secured the Rouyn Gold Project. He brings more than 25 years' operational, corporate and investment experience across gold, nickel, iron ore and coking coal, including mine geology roles with Rio Tinto, BHP's Nickel West and Barrick, and a period as an investment analyst with resource-focused private equity firm Sentient Equity Partners. He is a member of the Australasian Institute of Mining and Metallurgy. Produced by Resource Media The Hole Truth: Mining Investment Podcast is a product of Read Corporate. Please note that Read Corporate does not provide investment advice and investors should seek personalised advice before making any investment decisions. Links LinkedIn: https://www.linkedin.com/showcase/the-hole-truth-podcast YouTube: https://youtube.com/playlist?list=PLI4sZkSfEpPi_u7OrD7lQ-tZHbdy6EhCC Website: https://resourcesrisingstars.com.au/the-hole-truth-podcast/ Instagram: https://www.instagram.com/theholetruthpodcast/ Company website: https://lacgold.com/ Key Insights A rare “no-minnow” story: 1.66 million ounces from day one Unlike the early-stage exploration stories the podcast usually profiles, Lac Gold arrived on the ASX already holding a JORC resource of 1.66 million ounces of gold (15.8Mt at 3.28g/t) at its Rouyn Gold Project in Québec's Abitibi gold belt. Managing Director Andrew Stocks and Executive Director Matthew Keegan acquired the project privately for around C$25 million (C$5 million cash plus a C$20 million vendor finance facility at 5% straight-line interest, with no warrants or options attached), before listing via a reverse merger with Ardiden Limited that completed in late 2025. A fragmented gold system that's only been drilled to 400 metres Rouyn sits on the Piché Group trend within the Cadillac–Larder Lake fault zone, in the same neighbourhood as Abitibi giants such as Canadian Malartic, LaRonde, Lapa and Kerr-Addison, which together account for roughly 200 million ounces mined over the past century. Keegan says the project's shallow drill depth reflects a century of disjointed ownership rather than poor geology: 73 separate mining claims were only consolidated under one owner in recent years, and the ground was mined intermittently in the 1950s and 1980s during periods of low gold prices rather than being systematically explored. Two rigs turning around the clock, with a third and fourth under consideration Lac Gold currently has two diamond rigs running 24/7 at Rouyn, advancing roughly 200 metres a day combined, with a third rig being brought on and a fourth available if the economics stack up. Cold Québec winters don't interrupt the program — the frozen ground makes drilling easier. Results to date show continuity, width and grade in known zones, while step-out holes are revealing broad mineralised halos that vector toward high-grade shoots, across at least 150 targets identified along the deposit's six-kilometre strike. Valuation sits well below peers, with two paths to a re-rate At a market capitalisation of roughly A$70 million against 1.66 million ounces, Lac Gold is trading at about A$42 an ounce in the ground, versus a peer average Stocks puts at two to three times that level. Management frames the opportunity in two parts: closing that valuation gap on the existing resource, and applying the same (or a better) per-ounce multiple to new ounces added through the drill bit. A second growth option at Golden Patricia, near Pickle Lake Alongside Rouyn, Lac Gold holds the Pickle Lake Gold Project in Ontario, inherited through the Ardiden merger. The company has since acquired the historic, high-grade Golden Patricia deposit from Barrick, a past producer that yielded gold at an average grade of around 16.5 grams per tonne. Historical data from the site is being digitised, with a modest ground program of roughly 5,000 metres of drilling planned once that work is complete.  

In episode 483 of F-Stop Collaborate and Listen, host Matt Payne sits down in person with aerial photographer Scott McCook at the end of a photography tour through Western Australia. Known for his abstract aerial images capturing both the region's dramatic coastlines and its vast mining infrastructure, Scott McCook discusses his journey to aerial photography, balancing a career in construction, and the unique, often unseen perspectives offered from above. The conversation explores the dichotomy between the beauty and environmental toll of Western Australia's mining operations, including the vibrant yet toxic tailing ponds, and the impact this industry has on Aboriginal communities. Scott McCook shares how his work straddles the line between art and documentary, aiming to spark curiosity and dialogue rather than delivering pointed messages. Links and Resources: Muench Workshops Giveaway Scott McCook's Website Scott on Instagram Muench Workshops Rio Tinto's Destruction of Juukan Gorge Tom Putt (photographer recommended) Support the show on Patreon

Interview with Michael Gentile, Strategic investorPrevious interview: https://www.cruxinvestor.com/posts/mining-alpha-with-michael-gentile-junior-miners-repriced-as-ma-sets-new-gold-benchmarks-10184Recording date: 16th July 2026Strategic investor Michael Gentile argues that gold's flat price since October 2025 masks a powerful divergence between market sentiment and underlying fundamentals. While gold still trades near $4,000 per ounce - the same level that previously triggered euphoria - investor mood has shifted to extreme pessimism. Gentile views this disconnect as an opportunity rather than a warning sign.His thesis centers on the growing strain of US government debt. With interest rates rising, servicing roughly $40 trillion in debt at around 5% could push annual interest costs toward $2 trillion, compounding an already large fiscal deficit. Gentile questions whether such high rates are sustainable, suggesting that policymakers may ultimately be forced toward monetary easing or yield curve control—both historically supportive of gold prices.At the same time, central banks continue to accumulate gold aggressively, driving much of its long-term rally. However, financial investors remain largely absent, with gold representing only a small fraction of global portfolios and sentiment indicators near record lows. Gentile believes even a modest shift in institutional allocation could significantly accelerate demand.In equities, he focuses on junior mining companies with large resources and existing infrastructure, which reduce development costs and increase takeover appeal. He highlights companies like McFarlane Lake, Radisson Mining, and Big Ridge Gold as examples where market valuations remain far below the prices typically paid in acquisitions. This gap, he argues, creates substantial upside as consolidation continues.Gentile has also made a rare move into royalties through Silver Crown, a company targeting overlooked silver by-products from other mining operations. This niche strategy avoids direct competition with major royalty firms and could offer scalable growth.Overall, Gentile maintains that gold's long-term outlook remains intact, driven by structural debt pressures, steady central bank demand, and the potential return of financial investors.Sign up for Crux Investor: https://cruxinvestor.com

Interview with Rupert Verco, CEO & Managing Director of Cobra Resources PLCOur previous interview: https://www.cruxinvestor.com/posts/cobra-resources-lsecobr-scale-and-heavy-rare-earth-quality-set-this-isr-project-apart-10761Recording date: 17th July 2026Cobra Resources has reported encouraging early-stage results from its Manna Hill copper project in South Australia, pointing to the potential presence of a larger porphyry system beyond the previously identified shallow skarn mineralisation. The company adjusted its drilling programme from a planned 1,800 metres to 1,500 metres, reallocating effort toward deeper and more promising drill holes rather than continuing at the Black Rock target, where initial results suggested distance from the main mineralising source.A key technical development is the transition in copper mineralisation from chalcopyrite to bornite observed in diamond drilling. This shift is significant because bornite contains a higher copper content and is typically associated with the potassic core of porphyry systems, suggesting proximity to a larger and potentially more economically viable mineral source. Supporting this interpretation, drilling has extended sulphide mineralisation continuity to depths of around 300 metres, beneath earlier shallow reverse circulation intercepts that already showed notable copper and gold grades.In addition, a step-out hole drilled south of the known skarn unexpectedly intersected shallow copper oxide mineralisation outside the previously defined footprint, indicating a new and untested extension zone. Cobra also identified anhydrite breccia, a feature often linked to fluid pathways in large porphyry systems, further strengthening the geological model.While these findings are based on visual core observations and remain subject to laboratory assay confirmation expected around August, they collectively suggest growing scale potential at Manna Hill. The company is planning further drilling in September to test the extent of the southern zone and refine its geological understanding. Alongside this, Cobra continues to advance its Boland rare earth project, providing a parallel development pathway.View Cobra Resources' company profile: https://www.cruxinvestor.com/companies/cobra-resourcesSign up for Crux Investor: https://cruxinvestor.com

In this episode we seek to Louise Porteus, ESG Manager at Thor Explorations, a TSX-V & AIM listed gold producer and explorer focused on West Africa with operations and exploration assets in Nigeria, Senegal and Côte d'Ivoire We explore how environmental, social and governance practices have evolved from a compliance function into a key driver of value creation in the mining industry. Louise reflects on the pivotal moments in her career, discusses how ESG expectations differ across jurisdictions, shares how Thor Explorations is leading by example, and offers her perspective on the future of ESG over the next decade.  We also discuss her work supporting Women in Mining and hear her advice for anyone looking to build a career in international ESG and the mining sector. 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 ESG has successfully shifted from a rigid box-ticking exercise into a core driver of long-term value creation and operational viability in the mining industry. True project stability relies on integrating local community dynamics and cultural governance into decision-making rather than just depending on written local legislation. Implementing ESG successfully requires a practical, step-by-step approach to data gathering that builds local trust and capacity, rather than overwhelming teams with massive theoretical toolkits. Advancing women in the mining sector involves moving past token representation and actively training them for hands-on, technical roles that fundamentally transform lives. BEST MOMENTS "Most projects didn't fail because of technical reasons, they failed because of social." "There's a better understanding that it's not a tick-box, it's not just a spreadsheet, it's actually people that have to put the work behind it and do it." "I've been emphatic about bringing what I call cultural governance into our decision-making." "It's not just what you did, but so what? What did that mean? What did that lead to? Did it give more confidence to people?" VALUABLE RESOURCES Mail:        ⁠rob@mining-international.org⁠ LinkedIn: ⁠https://www.linkedin.com/in/rob-tyson-3a26a68/⁠ X:              ⁠https://twitter.com/MiningRobTyson⁠  YouTube: ⁠https://www.youtube.com/c/DigDeepTheMiningPodcast⁠  Web:        ⁠http://www.mining-international.org⁠ GUEST RESOURCES https://www.linkedin.com/company/thor-explorations-ltd/ https://www.linkedin.com/in/louise-porteus-65b2801/ Website: https://thorexpl.com/ Email Address: lporteus@thorexpl.com thorexplorations@yellowjerseypr.com CONTACT METHOD ⁠rob@mining-international.org⁠ ⁠https://www.linkedin.com/in/rob-tyson-3a26a68/⁠ Podcast Description Rob Tyson is an established recruiter in the mining and quarrying sector and decided to produce the “Dig Deep” The Mining Podcast to provide valuable and informative content around the mining industry. He has a passion and desire to promote the industry and the podcast aims to offer the mining community an insight into people's experiences and careers covering any mining discipline, giving the listeners helpful advice and guidance on industry topics.  This Podcast has been brought to you by Disruptive Media. https://disruptivemedia.co.uk/

The mining giant De Beers has announced that it is suspending production at South Africa’s biggest diamond mine for two years. A change in consumer behaviour as well as competition from cheaper lab-grown diamonds are the main reasons for the company needing time to cut costs and streamline operations. Lester Kiewit speaks to Peter Major, mining analyst and director of mining at Modern Corporate Solutions. Good Morning Cape Town with Lester Kiewit is a podcast of the CapeTalk breakfast show. This programme is your authentic Cape Town wake-up call. Good Morning Cape Town with Lester Kiewit is informative, enlightening and accessible. The team’s ability to spot & share relevant and unusual stories make the programme inclusive and thought-provoking. Don’t miss the popular World View feature at 7:45am daily. Listen out for #LesterInYourLounge which is an outside broadcast – from the home of a listener in a different part of Cape Town - on the first Wednesday of every month. This show introduces you to interesting Capetonians as well as their favourite communities, habits, local personalities and neighbourhood news. Thank you for listening to a podcast from Good Morning Cape Town with Lester Kiewit. Listen live on Primedia+ weekdays between 06:00 and 09:00 (SA Time) to Good Morning CapeTalk with Lester Kiewit broadcast on CapeTalk https://buff.ly/NnFM3Nk For more from the show go to https://buff.ly/xGkqLbT or find all the catch-up podcasts here https://buff.ly/f9Eeb7i Subscribe to the CapeTalk Daily and Weekly Newsletters https://buff.ly/sbvVZD5 Follow us on social media CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalkSee omnystudio.com/listener for privacy information.

The following article of the Mining industry is: 'Critical Minerals Will Require More Than Geology' by Pablo Méndez, Managing Partner, EC Rubio. 

Mining companies are generating more data than ever before, but without the right system, that data becomes a liability instead of an advantage. In this episode of Mining NOW, filmed at PDAC, host Jerrod Downey sits down with Elliot Flaig and Adam Dunstall, Operations Managers at Acquire, to discuss how mining companies can transform scattered geological, drilling, environmental, and operational data into a trusted single source of truth. Discover why strong data governance is becoming the foundation for faster decisions, improved productivity, AI readiness, and long-term business growth.

  This weekend edition of The KE Report explores the contrasting dynamics within the commodities sector. In the first segment, Brien Lundin, editor of the...

Interview with Philippe Cloutier, President and CEO, Cartier ResourcesOur previous interview: https://www.cruxinvestor.com/posts/cartier-resources-tsxvecr-undervalued-investment-series-with-philippe-cloutier-9970Recording date: 15th July 2026Cartier Resources is reshaping its strategy at the Cadillac gold project in Quebec's Abitibi Greenstone Belt after early 2026 drilling confirmed that mineralization extends well beyond the historic Chimo mine. New discoveries at the Contact Zone, the Portal area, and a դեռ largely untested southern target indicate the presence of multiple mineralized systems across the company's 15–20 kilometre land package, supporting the idea of a broader “mining camp” rather than a single-deposit project.The results have prompted a redesign of Cartier's exploration program. Instead of evenly distributed drilling across numerous targets, the company is prioritizing high-impact areas: infill drilling at Chimo, focused shallow drilling at the high-grade Contact and Portal zones, and a potentially large, multi-year campaign at the southern target. With about one-third of its 100,000-metre program completed, Cartier believes it has already demonstrated significant expansion potential.An updated Preliminary Economic Assessment (PEA), expected in September 2026, will reflect materially improved fundamentals compared with the 2023 study. The resource base has grown to 3.2 million ounces from 2.3 million, metallurgical recoveries have increased to roughly 97%, and gold prices have more than doubled, now exceeding $4,000 per ounce. The company is also evaluating toll milling at nearby facilities to reduce capital costs and accelerate permitting timelines.Strategically, Cartier is signaling a preference for partnership or acquisition rather than self-funded development, citing capital intensity and permitting complexity. Agnico Eagle, which already owns 27% of Cartier, remains a key stakeholder, though management is actively engaging a broader pool of potential partners amid rising global interest in Quebec gold assets.With over $5 million in treasury and expanded investor outreach across North America, Europe, and Asia, Cartier is positioning its updated PEA as a key catalyst in advancing the project toward a strategic transaction.Learn more: https://www.cruxinvestor.com/companies/cartier-resources-incSign up for Crux Investor: https://cruxinvestor.com

Interview with Hayden Locke, President & CEO of Marimaca Copper Corp.Our previous interview: https://www.cruxinvestor.com/posts/marimaca-copper-tsxmari-pampa-medina-shows-tier-one-potential-with-57-copper-hits-10588Recording date: 13th July 2026Marimaca Copper Corp. (TSX:MARI) is a Chile-focused copper developer whose flagship asset, the Marimaca Oxide Deposit (MOD), has reached Definitive Feasibility Study (DFS) completion and holds its key environmental approval (the RCA, received November 2025). Located in the Antofagasta region, the heart of the world's largest copper-producing jurisdiction, the MOD benefits from low-altitude, low-execution-risk positioning within 25 kilometres of the Port of Mejillones. The DFS outlines a 13-year mine life on 179 million tonnes of Proved and Probable reserves at 0.42% CuT, supporting roughly 50,000 tonnes per annum of copper cathode production via conventional heap leach and SX-EW processing. At a three-month average copper price of US$5.05/lb, the project delivers a post-tax NPV (8%) of US$1.1 billion and a 39% IRR with a 2.2-year payback; at the DFS's more conservative long-term price assumption of US$4.30/lb, post-tax NPV is US$709 million at a 31% IRR. Initial capital intensity of approximately US$11,700 per tonne of annual production ranks among the most capital-efficient greenfield copper developments globally.President and CEO Hayden Locke argued that Marimaca's current share price roughly reflects the standalone value of the MOD alone as the market is attaching little value to the Company's second asset, Pampa Medina. Located approximately 28 kilometres from the MOD, Pampa Medina is a sediment-hosted copper-silver system that Locke compares directly to the Kakula selective mining zone within the world-class Kamoa-Kakula complex in the Democratic Republic of Congo. Six drill rigs are currently active at Pampa Medina, running step-out and infill programmes. The company's most recent results extended the central high-grade bornite-chalcocite zone 300 metres south with hole SPRD-07 (including 6 metres at 6.11% copper and 24.0 g/t silver), while SPRD-08B intersected mineralisation in basement metasediments for the first time, reaching a total depth of 1,052 metres. Locke separately estimates that identified oxide extensions at Pampa Medina could add 20,000-25,000 tonnes a year of additional cathode production without further exploration success, complementing the existing MOD plant.Execution risk is a key focus for management. The board was recently strengthened with the addition of Chairman Giancarlo Bruno, former CEO of Mantos Copper, and non-executive director Zenon Wozniak, who spent 23 years as First Quantum Minerals' director of projects. Project Director Josh Watson leads an in-country execution team based in Santiago.Key near-term catalysts include: Sectorial Permit approvals expected in Q4 2026 following an on-schedule April 2026 submission; a project financing announcement, led by advisor Endeavour Financial, also expected by Q4 2026; continued Pampa Medina step-out drilling results; and a maiden Pampa Medina sulphide mineral resource estimate targeted for early 2027. Construction is targeted to begin in 2027, with first copper cathode guided for 2029. Investors should weigh the permitting, financing and execution risks inherent to any pre-production developer against a de-risked flagship asset and a exploration program that management believes offers substantial, currently unpriced upside.View Marimaca Copper's company profile: https://www.cruxinvestor.com/companies/marimaca-copperSign up for Crux Investor: https://cruxinvestor.com

In this special multi-guest episode filmed on the floor of the 2026 Rule Symposium, industry veterans share contrarian views amid a healthy pullback in precious metals. Gold and silver sit 30-50% off highs, creating “fire sale” prices for quality names while central banks quietly stack physical gold and currencies face ongoing debasement. 13 Featured experts: Adrian Day, Rick Rule, Brien Lundin, Dr. Nomi Prins, Tavi Costa, Jeff Phillips, Matthew Piepenberg, Robert Quartermain, Brent Cook, Rob McEwen, Sean Roosen, Shawn Khunkhun, and Willem Middelkoop Key takeaways:Best setup in years: ultra-low valuations, extreme negative sentiment, cashed-up juniors & developers in safe jurisdictions.Focus areas: pure-play silver miners, copper (supply deficit + electrification), uranium, permitted gold developers, royalty/prospect generators.Rick Rule: invest in yourself first—knowledge + relationships beat hot tips.Long-term secular bull remains intact; producers generate massive free cash flow at current prices; expect M&A.Volatility is normal—buy quality while fear is high. Perfect primer for resource investors seeking high-conviction ideas from the conference. Find Out More About Palisades Goldcorp, Canada’s Leading Junior Resource Investment Company:► Website: https://palisades.ca Timestamps:00:00:00 – Introduction00:00:35 – Rick Rule – Invest in Yourself00:04:55 – Brent Cook – Quality Projects00:07:20 – Jeff Phillips – Healthy Pullback00:09:44 – Dr. Nomi Prins – Silver & Confidence00:12:14 – Matt Pipenburg – Buying Opportunities00:16:54 – Robert Quartermain – Dakota Gold00:20:03 – Rob McEwen – Macro Commodities Outlook00:24:45 – Sean Roosen – Liquidity & Energy – Hard Assets00:30:09 – Shawn Khunkhun – Good Valuations00:31:52 – Willem Middelkoop – The Big Picture00:35:00 – Tavi Costa – Rate Hikes & Geopolitical Drivers00:39:00 – Adrian Day – Sentiment & Opportunity00:42:09 – Brien Lundin – Debt, Deficits, Metals & Mining00:43:05 – Rick Rule Wrap Up

This interview is disseminated on behalf of Buffalo Potash Corporation.Buffalo Potash (TSXV: BUFF | OTCQB: BLPTF | FRA: VU5) is advancing the Disley Potash Project in the heart of Saskatchewan's potash-producing region.In this interview, CEO Steve Halabura discusses the company's strategy for advancing the Disley Project, current potash market conditions, the project's competitive advantages, its innovative mining approach, upcoming milestones, and more.Learn more: https://www.buffalopotash.ca/Watch the full YouTube interview here: https://youtu.be/0Vf6c97mdu4And follow us to stay updated: https://www.youtube.com/@stockstowatchofficial

Questo agosto vedremo Bitcoin forkare per la prima volta dopo anni. Cosa accadrà? Cosa significa per chi oggi possiede sats? Quali sono i rischi di frode? Vi diamo qualche prezioso consiuglio.Inoltre: seconda luce verde per chat control 1.0, il 70% dei clienti Binance sta spostando su wallet non custodial, arriva USDT su RGB, è arrivato il primo ricorso al DAC8 in Europa, e  chi è che ha davvero minato per primo bitcoin dopo SatoshI'It's Showtime!

In this episode, we chat to Andrew Fulton and Jim Williams of Anglesey Mining, an AIM listed mineral exploration and development company focus on advancing the Parys Mountain poly-metallic project on the Isle of Anglesey in North Wales. Andrew has built a career leading mining operations, developing projects and turning technical challenges into practical solutions. Now, he's helping shape the next chapter of Parys Mountain with Jim Williams, where the focus is on taking a disciplined, technically driven approach to unlocking the project's potential. In this episode, we explore why understanding geology comes before drilling, how decades of historical data can reduce risk, the role of modern technology in project development, and why leadership, community engagement and strong technical foundations are critical to building successful mining projects in today's industry. KEY TAKEAWAYS Following a comprehensive corporate restructuring and recapitalisation, Anglesey Mining has shifted its primary focus to advancing the Paris Mountain polymetallic project in North Wales. The management team is strategically prioritising a thorough analysis of decades of historical geological data to ensure every future drilling dollar answers a specific technical question. Anglesey Mining defines responsible mining as building trust by consistently meeting the exact expectations set for investors, regulatory bodies, and local communities. The UK mining industry is experiencing a notable resurgence, driven by the government's critical mineral strategy to secure domestic supply chains for essential metals like copper and zinc. BEST MOMENTS "The focus is taking on a disciplined, technical-driven approach to unlocking the project's potential."  "Right now, I don't think we need to immediately grow the resource. We need to grow confidence into actually where we're going to target to build this mine."  "Responsible mining is about meeting the expectations that we've set."  "Technology doesn't replace geology, it enhances it." VALUABLE RESOURCES Mail:        ⁠rob@mining-international.org⁠ LinkedIn: ⁠https://www.linkedin.com/in/rob-tyson-3a26a68/⁠ X:              ⁠https://twitter.com/MiningRobTyson⁠  YouTube: ⁠https://www.youtube.com/c/DigDeepTheMiningPodcast⁠  Web:        ⁠http://www.mining-international.org⁠ GUEST RESOURCES https://www.angleseymining.co.uk/ https://www.linkedin.com/company/anglesey-mining-plc/ 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/

Coverage that provides news and analysis of national issues significant to regional Australians.

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Fred from The Subarctic Alaska Sasquatch YouTube channel is back, and you can see more of Fred's stuff by clicking the link below. In this episode, Fred shares two unsettling accounts of suspected “hairy man” encounters from the remote Alaskan wilderness.The first involves Don and Tina, a couple hired to operate a gold mine along the Koyukuk River. During a stretch of heavy rain, large rocks began slamming into their loud mining equipment from somewhere beyond the tree line. Don briefly chased a dark figure into the woods, while Tina later witnessed an enormous humanoid silhouette moving nearby.The situation escalated the following morning when the figure appeared dangerously close to their camp. Tina fired a shotgun into the air, and the couple retreated to their cabin before seeking help from a neighboring miner. He revealed that he had experienced similar harassment in the area. Despite the mine producing good gold, Don and Tina decided the money was not worth the risk and quit. Fortunately, the owner treated them fairly and paid them for their work.Fred then rshares Daniel's experience while trout fishing along the Tickchik River roughly twenty-five years ago. While waiting near a thick stand of willows, Daniel became overwhelmed by the feeling that something was watching him. After firing warning shots, he spotted a tall, black humanoid silhouette standing near the brush. Moments later, the figure crashed through the vegetation and disappeared. Subarctic Alaska Sasquatch YouTube Email BrianJoin Our FREE NewsletterGet Brian's Books Leave Us A VoicemailVisit Our WebsiteBecome a supporter of this podcast: https://www.spreaker.com/podcast/sasquatch-odyssey--4839697/support.Have you had a Bigfoot encounter, Sasquatch sighting, Dogman experience, or other cryptid or paranormal encounter? We'd love to hear your story. Email brian@paranormalworldproductions.com to be featured on a future episode of Sasquatch Odyssey.Sasquatch Odyssey is a leading Bigfoot and cryptid podcast exploring real encounters, field research, and scientific analysis of the Sasquatch phenomenon.Follow the show and turn on automatic downloads so you never miss an episode.

This Episode is Sponsored by StayFi Your ultimate tool for Vacation Rental WiFi marketing allowing you to collect guest emails automatically via custom captive WiFi login splash pages. Drive repeat direct bookings and convert your OTA bookings to book direct for their next visit. Visit https://stayfi.com/vrsuccess/ and use code VRSUCCESS for 50% off 3 months of StayFi service. ________________________________________________________________________________________________________________________________________ Gil Chan came at the short-term rental industry from a direction most operators never consider. After 15 years in Silicon Valley, working with brands like Gap, Sephora, and Home Depot on their post-purchase e-commerce experience, he became an STR host - and immediately spotted a gap that his industry background made obvious. The tools that e-commerce businesses took for granted simply did not exist for vacation rental operators who wanted to build a direct booking website worth having. Crafted Stays is Gil's answer to that gap: a purpose-built direct booking platform that works the way a proper commerce site should, not as feature number 40 in a property management system's marketing materials. But what makes this conversation particularly timely is where Gil has taken the platform over the past year - deep into AI-powered search, website building, and the kind of content strategy that gets operators found in places Google's traditional search results simply can't reach. This episode covers direct booking strategy, how search is changing (and what SEO, AEO, and GEO actually mean for property managers), the Aria AI assistant Gil built into Crafted Stays, and how operators can start thinking about their online presence in a way that serves both guests and the AI systems that are increasingly mediating how people find places to stay. It's a practical, technically grounded conversation - and one that will stay relevant for some time. ‍KEY TAKEAWAYS‍ Direct booking websites built on WordPress and plugins were never designed for the live data demands of vacation rental commerce. Purpose-built platforms handle PMS connections, checkout, and mobile experience in a fundamentally different way.‍ SEO, AEO, and GEO are three different things. Traditional search engine optimization gets you on page one of Google. Answer engine optimization gets you into the snippet at the top of the page. Generative engine optimization gets you cited when someone asks ChatGPT, Perplexity, or Claude for a recommendation. Operators need to think about all three.‍ AI-powered review analysis is an underused tool. Most operators check a five-star review and move on. Mining reviews for recurring themes - a screened porch that guests keep mentioning, a location detail that keeps coming up - surfaces the specific things guests value most, and those become the content anchors for the entire website. The Sightline Report that Aria generates combines property data, review sentiment, and third-party SEO keyword research to produce a strategic playbook for each operator. It tells them which keywords to target, which landing pages to build, and which guest personas to write toward - without requiring any marketing expertise from the operator. Building your AI business brain before you start using AI tools is not optional - it is foundational. Gil has been giving every new team member at Crafted Stays the same 40-page document about the business since he built it a year ago. The quality of AI output is directly tied to the quality of context you give it. The divide in AI adoption is getting wider, not narrower. Some operators are building sophisticated automated systems; others have barely touched ChatGPT. The window to build a real advantage by getting in early is still open, but it will not stay that way indefinitely.‍ ________________________________________________________________________________________________________________________________________

Follow-ups: $5.6 million has been paid to E. Jean Carroll @2:33 Senate Bill 688 (2026) - Naturopathic Medicine @3:01 News: Lindsey Graham's Sister Appointed to Finish His Senate Term @4:26 After Weeks of Silence, McConnell Says He Is Recovering From a Fall @11:14 ICE Ordered to Cease Most Vehicle Stops After 2 Killings in a Week @13:24 Witnesses Of Fatal Houston ICE Shooting Reportedly Pressured To 'Self-Deport' Trump Drops Plan to Tax Ships but Will Restore Blockade in Strait @18:44 IRS deal "self-dealing" and more @24:09 Rubio's ploy @26:00 Trump Ends Decades of Protection of Wild Habitats for Drilling and Mining @28:55 Justices to appear before congress @31:20 Health/Medicine/Science: Idaho mother claimed her toddler twins died after being vaccinated @32:49 A case pivotal to the anti-vax movement could end up at the Supreme Court @35:09 HHS Moves to Create List of COVID Vaccine Injuries @36:51 Why the "explosive" stomach bug outbreak remains a mystery @38:09 White House Secretly Scraps RFK Jr.'s Ad Blitz After ICE Barbie Disaster @41:46 Religious Nonsense: Not news, Trump task force seeks to establish false narrative @44:34 Nones are everywhere now @47:45 A New Monument May Be Coming to the National Mall @49:24 In this MAGA era, the cross is all over DC. Will the moon be next? @52:40

Interview with Troy Boisjoli, CEO of ATHA Energy.Our previous interview: https://www.cruxinvestor.com/posts/atha-energy-tsxvsask-63m-funded-explorer-scales-up-2026-drill-program-10101Recording date: 13th July 2026ATHA Energy's 2026 exploration program at the Angilak Uranium Project in Nunavut is delivering early evidence that its uranium system extends well beyond the boundaries of its currently defined deposit. With three drill rigs active across two priority areas, the company has reported an 11.5 metre composite uranium mineralization intersection at Lac 50 West, located four kilometres from the known Lac 50 deposit, and a 37 metre composite intersection at RIB North, the widest result recorded at that target to date. Both results support CEO Troy Boisjoli's description of a district-scale opportunity spanning a 21-kilometre corridor at Lac 50 and an 18-kilometre corridor at RIB, rather than a series of isolated deposits.Management has been clear that 2026 is not a delineation year. Drilling is deliberately spaced between 150 and 500 metres apart, designed to establish continuity of mineralization across the wider system before committing to tighter, resource-defining infill drilling, which the company expects could begin in 2027 if results continue to track as planned. This sequencing is a meaningful signal for investors: near-term news flow is likely to focus on scale and continuity rather than resource ounces, and grade or thickness data should be read in that context.The program is well funded, following a $63 million raise in the first quarter of 2026 led by Queens Road Capital, giving the company a stated 24-month runway. ATHA also holds a broader Nunavut and Athabasca Basin land package that management has flagged as a source of potential future value.For investors, the key consideration is that current figures, including the conceptual 60.8 to 98.2 million pound exploration target at Lac 50, are not a defined mineral resource, and the eventual scale of the opportunity depends on whether this year's step-out drilling can be tied into continuous, economically relevant mineralized zones.—Learn more: https://cruxinvestor.com/companies/atha-energySign up for Crux Investor: https://cruxinvestor.com

Interview with Alan Carter, President and CEO, Cabral GoldOur previous interview: https://www.cruxinvestor.com/posts/cabral-gold-tsxvcbr-phase-one-heap-leach-on-schedule-q4-production-targeted-10682Recording date: 14th July 2026Cabral Gold is nearing a key milestone as it transitions from an exploration-focused company to a gold producer, with mining and ore stacking now underway at its Cuiú Cuiú gold-in-oxide project in Brazil. The activity forms part of the commissioning process for the Phase 1 heap leach operation, which is approximately 85% complete. Commercial gold production remains on track for the fourth quarter of 2026.The project is designed to process oxidized surface material using a low-cost heap leach method that avoids drilling, blasting, and complex milling. Ore from the MG deposit is currently being mined, sized, agglomerated, and stacked on leach pads, marking significant progress toward initial gold output. The remaining step before full production is commissioning the wet circuit, which will recover gold from solution.A key component of this process is the adsorption-desorption-recovery (ADR) plant, recently shipped from Australia and expected to arrive on site in late July 2026. Once installed, it will enable final commissioning stages through the third quarter. While initial gold production may begin earlier, Cabral has emphasized that commercial production will be declared only once steady-state output is achieved.Financially, the project remains aligned with the 2025 pre-feasibility study, including an estimated all-in sustaining cost of around $1,200 per ounce, offering strong margins even amid softer gold prices. The company is also evaluating a potential expansion of Phase 1, with further details expected soon.Meanwhile, exploration continues across the district, where Cabral is now modeling six deposits, double the previous estimate. With six drill rigs active and an updated resource estimate expected by year-end 2026, the company is positioning itself for both near-term cash flow and long-term growth.Learn more: https://www.cruxinvestor.com/companies/cabral-goldSign up for Crux Investor: https://cruxinvestor.com

Pete Johnson, Co-founder and CEO of Koloma, joins Inevitable to break down geologic hydrogen — naturally occurring hydrogen found deep underground — and why he believes it could be the first new primary energy source since nuclear power in the 1950s. Koloma has raised more than $400 million from Khosla Ventures, Breakthrough Energy Ventures, Amazon's Climate Pledge Fund, Osaka Gas, and Mitsubishi Heavy Industries, and holds roughly 20 million acres of exploration rights across the U.S. Midcontinent, the Philippines, Australia, and Canada. Pete explains why Koloma's first commercial target isn't power generation but ammonia and fertilizer production in the U.S. Midwest, where farmers pay a $150-per-ton premium on imported ammonia. He walks through the geology of where natural hydrogen forms, how Koloma's 25-year proprietary subsurface dataset shapes its exploration strategy, what it actually takes to prove a commercial-scale discovery, and how he separates genuine clean-hydrogen economics from tax-credit-driven projects. Episode recorded on June 24, 2026 (Published July 14, 2026) In this episode, we cover:  [0:00] Intro: Pete Johnson and Koloma's geologic hydrogen bet [2:02] What "Koloma" means — and the gold rush origin story [3:31] Where geologic hydrogen actually forms [7:07] The Iowa project and why the resource lines up with demand [7:51] The $150/ton ammonia premium hitting Midwest farmers [10:53] Why hydrogen pipelines aren't the real bottleneck  [13:52] Koloma's model: exploration engine, not driller [15:12] What makes hydrogen exploration so hard [18:13] How big a discovery needs to be to matter commercially [22:39] Power vs. ammonia: how end use changes the math [23:50] The Philippines opportunity and energy security stakes [28:48] Pete's path: solar, Monolith Materials, and stumbling into hydrogen [35:53] Sorting real clean hydrogen from a tax credit grab [38:52] Current state of Koloma: 20 million acres and what's next [42:04] Where Koloma needs help — policy and data Enjoyed this episode? Please leave us a review! Share feedback or suggest future topics and guests at info@mcj.vc.Connect with MCJ:Cody Simms on LinkedInVisit mcj.vcSubscribe to the MCJ Newsletter*Editing and post-production work for this episode was provided by The Podcast Consultant

What does it take to rebuild your life when everything has been stripped away — your health, your finances, and even your memory? Aaron Chapman knows that answer better than most. His path to becoming one of the top mortgage professionals in the country ran through cattle ranches, oil fields, mining operations, and a motorcycle accident that left him with 17 broken bones, a head injury, and a negative net worth. He had to relearn how to walk, rebuild his memory, and reconstruct his business from the ground up. Today, Aaron is ranked in the top 1% of mortgage loan originators in the country — out of more than one million — advising over 100 clients a month on the acquisition and financing of cash-flow positive investment properties. His success is a testament to what faith, grit, and relentless persistence can build — even from the very bottom.   Episode Highlights: 06:57 Ranch Work Lessons 11:11 Mining and Layoffs 12:50 Rock Bottom and Diapers 15:49 Mortgage Industry Breakthrough 16:36 Mindset and Mastery 24:47 From Millions to Debt 28:39 Building Family Wealth Systems 33:20 Redneckonomics Book Origin 41:16 How to Connect with Aaron Chapman Show Links:  aaronchapman.com info@aaronchapman.com

Ethereum has recently shown signs of attempting to break its downtrend against Bitcoin. Meanwhile, Robinhood's new blockchain quickly became a top-five network by DEX volume, signaling strong early demand for its tokenized asset platform. ~This episode is sponsored by Tangem~ Tangem ➜ https://bit.ly/TangemPBN Use Code: "PBN" for Additional Discounts! Guest: Joseph Chalom, CEO at Sharplink Sharplink website ➜ https://bit.ly/SharplinkETH 00:10 Sponsor: Tangem 01:00 Rage pump 01:45 Is ETH breaking away from Bitcoin? 03:10 Merge Sharplink & Bitmine together? 07:00 Robinhood Case-Study 08:00 Robinhood vs Base  09:30 The next big retail chains to join Ethereum? 12:00 Michael Saylor vs Quantum FUD 14:15 Has Wall Street realized Bitcoin Drama? 15:30 A.I. Mining boom 17:00 Proof of Stake narrative 18:16 Bank Adoption Index: how does ETH compare? 20:20 Stable Vault yields or variable yields 24:20 $5 subscriptions vs free Wallet yields 26:30 If CLARITY Act fails… 28:30 Is Uniswap destined to flip Circle? 32:30 Equity Season Begins? #Crypto #ethereum #eth  ~Ethereum Sentiment Skyrockets!

Interview with Stephen Gray, President & CEO of Fox TungstenRecording date: 11th July 2026Fox Tungsten is advancing its high-grade Fox project in southern British Columbia, aiming to position it as a rare North American source of tungsten amid tightening global supply. The deposit averages roughly 1% tungsten, which management equates to about 20 grams per tonne gold or 25% copper at current prices, placing it among the higher-grade tungsten projects globally. However, its current resource of just over 1 million tonnes is considered too small to support economic development, prompting an aggressive 20,000-metre drilling campaign in 2026.The ongoing program, supported by two active rigs, focuses primarily on infill drilling between three known zones to expand the resource toward a target of approximately 3 million tonnes—seen as the minimum scale required for a Preliminary Economic Assessment (PEA). A smaller portion of drilling will test deeper extensions of the deposit for potential underground development, marking the first step toward longer-term growth.Metallurgical testing indicates a relatively simple processing route, with gravity separation achieving about 75% recovery into a high-grade tungsten concentrate exceeding 60%. The ore is also considered environmentally favorable, lacking harmful elements and unlikely to generate acid. Additional flotation testing is planned to potentially improve recovery further.Infrastructure advantages strengthen the project's outlook, including road access, proximity to regional services, and an existing power line. The company is well-funded, with approximately C$15 million in working capital following a recent financing, sufficient to complete drilling and advance toward a PEA expected in 2027.Fox Tungsten's strategy is supported by strong market dynamics. Tungsten prices have risen sharply due to both geopolitical pressures—particularly Chinese export constraints—and a broader structural supply deficit. With no active tungsten mines in North America, the Fox project could play a key role in diversifying supply if development progresses as planned.Sign up for Crux Investor: https://cruxinvestor.com

Recording date: 11th July 2026Olive Resource Capital delivered an approximate 15% return in the first half of 2026, outperforming many peers in a more moderate market environment compared to the strong gains of 2025. Returns were further supported by three portfolio company acquisitions, two of which closed the period, highlighting the role of opportunistic corporate activity in performance. The firm emphasized that such events are beneficial but not a reliable foundation for long-term strategy.The commodity landscape in H1 2026 was marked by a clear rotation. Lithium and oil emerged as the strongest performers, with oil remaining resilient despite price volatility and lithium rebounding after years of underinvestment. In contrast, gold, silver, and platinum group metals lagged after leading the previous year, undergoing what management described as a necessary consolidation phase.Despite weak underlying commodity prices, Olive's strongest gains came from precious metals equities. This divergence reflects the firm's focus on company-specific catalysts—such as mergers and acquisitions, resource updates, and technical studies—rather than direct exposure to commodity price movements. Holdings like K92 Mining exemplify this strategy, with growth-driven revaluation potential independent of gold price trends.Macroeconomic conditions remained broadly supportive, with strong global manufacturing activity and continued monetary stimulus, although reduced liquidity support from China is being monitored. Geopolitical tensions, including those involving Iran, influenced energy markets but were viewed as temporary disruptions with longer-term implications for supply chains and energy demand.Heading into the second half of 2026, the firm is cautiously deploying elevated cash reserves into energy and uranium, driven by themes such as AI-related power demand, electrification, and favorable seasonal trends. It continues to avoid West African development projects due to rising jurisdictional risks, instead favoring opportunities in North and South America where regulatory conditions are more stable and investment visibility is stronger.Sign up for Crux Investor: https://cruxinvestor.com

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

Send us Fan MailProfit talk usually gets framed as cold math, but we've learned it's often the fastest way to uncover what a business truly values. We're joined by Jonny Havey, founder of eLearning Partners and a former PricewaterhouseCoopers consultant and CPA, to dig into the hidden “profit leaks” that drain organizations even when revenue looks fine and the team feels busy. We pull apart why leaders keep funding sunk costs, how waste hides inside reports no one reads and systems no one uses, and where education can create measurable returns without burning people out. Jonny introduces his ROI Pie concept, a stakeholder-based way to think about return on investment across purchasers, ideal customers, and employees. That shift changes the questions leaders ask: Are we creating real wins for the customers we can serve best? Do employees feel supported, connected, and able to grow in a world of AI and automation? We also get into the messy realities of remote work, hybrid teams, and why isolation and mental health show up as productivity and retention problems. From there we connect the dots to customer loyalty. If employees drive customer experience, and education drives capability, then learning becomes a competitive advantage, not a “nice to have.” Jonny shares a sharp example from Apple Stores as a “free university,” with workshops that teach customers to succeed and staff trained to serve well, and we debate the difference between getting information and actually learning. We close with adaptive learning, diagnostic assessment, and a bigger question about what employability and society look like by 2030. Subscribe for more conversations like this, share the episode with a leader who needs a better ROI lens, and leave us a review with your biggest takeaway. What would you add to ROI if you wanted everyone to win? Visit us at LearningWithoutScars.org for more training solutions for Equipment Dealerships - Construction, Mining, Agriculture, Cranes, Trucks and Trailers.We provide comprehensive online learning programs for employees starting with an individualized skills assessment to a personalized employee development program designed for their skill level.

This week in the Outdoor Minimalist public lands news briefing, we're unpacking three stories:1. At the end of June, the Forest Service proposed a rule that could limit when the public has a say in Forest Service decisions.Article that inspired the first segment: ⁠https://ourpubliclandsandwaters.substack.com/p/forest-service-moves-to-reduce-public⁠2. New pressures form to develop the Copperwood Mine in Northern Michigan, and we cover what it could mean for Lake Superior and the Porcupine Mountains with Tom Grotewohl, founder of Protect the Porkies.3. Bears Ears & Grand Staircase-Escalante are threatened once again with upcoming Executive Orders, featuring Steve Bloch, Legal Director for the Southern Utah Wilderness Alliance.Subscribe to the Outdoor Minimalist newsletter: ⁠⁠⁠https://www.theoutdoorminimalist.com/⁠Links and Sources:U.S. Forest Service. Forest Service publishes proposed rule to redefine, streamline guidance. https://www.fs.usda.gov/about-agency/newsroom/releases/forest-service-publishes-proposed-rule-redefine-streamline-guidanceFederal Register. Organization Functions and Procedures; Public Notice and Comment for Standards, Criteria, and Guidance. https://www.federalregister.gov/documents/2026/07/01/2026-13281/organization-functions-and-procedures-public-notice-and-comment-for-standards-criteria-and-guidancePublic Inspection Copy of Proposed Rule. https://public-inspection.federalregister.gov/2026-13281.pdfThe Heritage Foundation. Project 2025: Mandate for Leadership. https://static.heritage.org/project2025/2025_MandateForLeadership_FULL.pdfProPublica. How Proposed Changes to Grazing Rules Could Limit Public Oversight. https://www.propublica.org/article/public-land-livestock-grazing-ranching-accessProtect the Porkies Campaign. https://protecttheporkies.com/Iron Mountain Daily News. EGLE extends comment period on Copperwood Mine permit. https://www.ironmountaindailynews.com/news/local-news/2026/05/egle-extends-comment-period-on-copperwood-mine-permit/ABC4 Utah. President Trump is expected to issue an executive order affecting Bears Ears and Grand Staircase-Escalante. https://www.abc4.com/news/politics/inside-utah-politics/president-trump-executive-order-grand-staircase-bears-ears/Southern Utah Wilderness Alliance. https://suwa.org/

Interview with Paul Lock, Chairman & MD of Flagship MineralsOur previous interview: https://www.cruxinvestor.com/posts/flagship-minerals-asxflg-fast-tracks-isidora-project-to-21m-oz-gold-milestone-10307Recording date: 9th July 2026Flagship Minerals has repositioned itself as a focused gold and copper explorer, combining advancement of its flagship Isidora Gold Project in Chile with the acquisition of the Whipsaw Copper Project in British Columbia. The strategic shift is reinforced by the divestment of its RK Lithium Project for US$4 million, providing non-dilutive funding while simplifying the company's commodity exposure.At the core of Flagship's portfolio is the 2.1 million ounce Isidora project, where recent metallurgical drilling and trenching have been completed. The company is now progressing infill and extension drilling aimed at upgrading and expanding the resource, with an updated estimate targeted for late 2026 or early 2027. Parallel workstreams—including metallurgical testing, environmental studies, and water solution assessments, are feeding into a prefeasibility study expected in early 2027. Management believes Isidora remains significantly undervalued compared to peers, attributing the gap primarily to investor concerns around potential equity dilution rather than asset quality.The newly acquired Whipsaw Copper Project introduces large-scale copper optionality in a Tier-1 jurisdiction. Located near an operating mine in British Columbia, Whipsaw hosts a substantial exploration target of up to 1.02 billion tonnes at 0.2–0.4% copper equivalent. Importantly, the deal is structured with deferred payments and no minimum exploration spend, allowing Flagship to manage capital efficiently. The company is evaluating whether to advance drilling or spin out the asset into a separate listed vehicle, offering flexibility in how value is realized.Flagship's broader strategy reflects a shift among junior miners toward multi-asset, multi-commodity portfolios that reduce reliance on a single project. With near-term catalysts at Isidora and strategic options at Whipsaw, the company aims to deliver growth, diversification, and a clearer pathway toward development without excessive shareholder dilution.View Flagship Minerals' company profile: https://www.cruxinvestor.com/companies/flagship-mineralsSign up for Crux Investor: https://cruxinvestor.com

Interview with Craig Hallworth, President & CEO of Gunnison CopperOur previous interview: https://www.cruxinvestor.com/posts/gunnison-copper-tsxgcu-new-pea-with-18-24-month-pfs-timeline-9611Recording date: 8th July 2026Gunnison Copper is positioning itself as a rising U.S. copper producer under new CEO Craig Hallworth, who recently stepped up from CFO following a leadership transition. The company has rapidly advanced its operations, bringing the Johnson Camp mine in Arizona into production within 18 months and using that momentum to progress its much larger flagship Gunnison project, which could supply up to 10% of current U.S. refined copper demand.A major priority has been financial restructuring. Gunnison successfully eliminated legacy secured debt in early 2026 and settled convertible debentures at a significant discount, strengthening its balance sheet and improving investor confidence. Institutional ownership has grown substantially, reflecting increased market credibility.Operationally, Johnson Camp is already producing copper cathode using Rio Tinto's Nuton leaching technology, with output sold domestically, including to Amazon Web Services. The project has also qualified for U.S. federal tax credits and may benefit from additional state-level incentives.The flagship Gunnison project presents compelling economics, with an estimated after-tax value of nearly $2 billion and a 22.5% internal rate of return. Despite this, the company trades at a steep discount to peers. Management attributes this gap to its earlier-stage development status and sees significant upside as permitting, drilling, and feasibility work advance.A key differentiator is Gunnison's integrated acid plant strategy, designed to mitigate supply chain risks and reduce reliance on imported sulfuric acid. Combined with an already-permitted site and low litigation risk, this supports a streamlined development pathway.With a large-scale drilling program underway and ongoing metallurgical testing, Gunnison aims to expand its resource base and attract a strategic partner ahead of a targeted construction decision by mid-2028, aligning with growing U.S. demand for domestically sourced critical minerals.View Gunnison Copper's company profile: https://www.cruxinvestor.com/companies/gunnison-copperSign up for Crux Investor: https://cruxinvestor.com

Panel Interview withMichael Hodgson, CEO of Serabi Gold PLCAlan Carter, President & CEO of Cabral Gold Inc.Thiago Diniz, VP Exploration of ValOre MetalsRecording date: 7th July 2026Brazil is emerging as an increasingly attractive mining jurisdiction, according to executives from Serabi Gold, Cabral Gold, and ValOre Metals, who discussed the country's regulatory environment, infrastructure, and investment climate. While Brazil's federal mining framework is widely viewed as stable and predictable, challenges persist at the state level, particularly in newer mining regions such as Pará. There, under-resourced agencies often delay permitting, leading companies to rely on temporary “guia” licenses to maintain project timelines.Despite these bottlenecks, investor sentiment toward Brazil has improved significantly. What was once considered a “Brazil discount” in mining valuations has, according to industry leaders, shifted to a “Brazil premium.” This change is driven by strong gold prices, increased participation from major global miners such as Vale, BHP, and Anglo American, and growing access to both institutional and retail capital. Brazil's mining sector also plays a major economic role, contributing billions in revenue and exports.Infrastructure development has further strengthened the investment case. In the Tapajós region, new highways have reduced costs, connected mine sites, and improved community relations by generating local economic benefits. However, success in Brazil depends heavily on early and sustained engagement with state regulators and local stakeholders, as these relationships often determine permitting outcomes more than federal involvement.Operationally, companies report a generally capable domestic workforce, though specialized skills and imported equipment can present constraints. Meanwhile, Brazil's geological potential remains underexplored, with only about 30% of the country mapped in detail.Looking ahead, Serabi aims to double gold production, Cabral is advancing toward first production in 2026 with active drilling, and ValOre is progressing toward a preliminary economic assessment while pursuing acquisitions. Overall, Brazil is increasingly viewed as a competitive and promising destination for mining investment.Sign up for Crux Investor: https://cruxinvestor.com

Lords: Chall RT-55J https://samarantes.neocities.org/ https://metroidconstruction.com/hack.php?id=878 Topics: Remembering the Dynowarz Instagram private server, and social media thoughts every Mastodon user had already Why don't CPUs do analog arithmetic? Leaves, by Ursula LeGuin https://www.poetryfoundation.org/poems/148293/leaves-5bd9e153d78b2 Microtopics: DogTroid, the first Metroid ROM hack to star a dog. Self-finishing games. Sparkling water: it's like water but a lot more interesting. Caffeine Free Diet Pepsi. What sodas foam the most in response to a mento. Foam persistence. Foaminess reactions of a mento on various vintagesn of Diet Coke. Jolt Cola: all the sugar, twice the caffeine, three times the foam. A can of soda that's safe to open in a bathroom stall. Artisanal Coca Cola cans on Etsy that finally allow you to open a can of soda in a bathroom stall without anyone realizing you're drinking a Coke on the toilet. Flushable soda cans: as flushable as a flushable wipe. Why do toilets have pee traps when the pee deserves to be free? The second worst game in your NES collection. Desert Chrome title screens. Playing as a little spaceman until you enter the dinosaur mech. Shooting some alien brain or maybe a heart. 8bitnintendo.science How to pick what video games to buy in the late 1980s. How Metroid improved on the maze-with-keys genre. Nanosaur. A velociraptor with a techno-backpack. A game that is exhilarating and scary and endless when you're a child turning out to be a twenty minute trifle when you're an adult. Trespasser (1998) Simulation dinosaur emotions but you can't find a good balance so you just permanently lock them all to angry. Installing a violent action game about dinosaurs in the elementary school computer lab because dinosaurs are technically educational. Revisiting games that perplexed you as a child. Playing bad video games because no matter how bad they are they're still better than going outside and talking to people. The one where Kirby eats a car. The Roblox-like games you can find by logging into third party Minecraft servers. Starting your own Pixelfed server. Following the only person you know on Mastodon. Bluesky's recommendation algorithms recommendeding you nothing but bots. Inventing Internet forums from first principles. When your brain makes up garbage and you need a void to shove it into. Doing your part to make AI worse. CSS Crimes. How to find people to follow on Cohost. Signing up for a social media site and looking around and realizing you doing know anyone here. Mining and reposting. The ongoing maintenance requirements of running a Mastodon server. Ways you can interact with your family that only work if you have an iOS developer in the family. Off-box SQL database backup. Hypothetical IRC servers that support chat logs. Hardware random number generation. The pot of boiling water every Intel CPU draws thermal noise from for random number generation. The most commonly used analog computers in 2026. The market forces that led to semi-modular synthesizers being available for $300. Using your analog CPU to run a million instances of Lunar Lander at once. A rustic summer retreat ranch in the hills of Napa Valley, California. What makes us perceive the gradient of identities over the course of someone's life as a single identity. The most ephemeral thing possible. Musing for a few sentences and then thinking "hmm, I could put some line breaks in here and then publish it." Musing about the nature of identity, with line breaks. Topic Slingers. Topics: throw them around a lil bit. They love it. A lot of people don't know that.

In this episode, we chat with Anthony Viljoen, who returns to the podcast to provide an update on the progress being made at Andrada Mining as the company continues to advance its ambition of becoming a leading African critical minerals producer.  We discuss the operational improvements behind record tin production at the Uis Mine, the impact of the new ore-sorting circuit, exploration progress at Brandberg West and Lithium Ridge, strategic partnerships with global industry leaders, and the key operational, technical and corporate milestones investors should be watching over the remainder of the year.  This episode is brought to you by Mining International, a global executive search partner to the mining industry. For bespoke search and advisory services, please visit www.mining-international.org KEY TAKEAWAYS By integrating an innovative X-ray transmission (XRT) ore-sorting circuit, Andrada Mining aims to eliminate 80% of waste upfront and boost operational throughput by approximately 60%. Distinct exploration programs at Brandberg West have revealed a rich blend of tin, tungsten, and copper, effectively shielding the project from single-commodity market volatility. The extensive drilling initiative at Lithium Ridge, conducted in partnership with SQM, has confirmed high-grade, near-surface mineralization spanning a 6km strike. Anthony believes that surging global interest in critical minerals offers a unique opportunity to revitalise liquidity and rebuild retail investor trust on the London AIM market. BEST MOMENTS "What started off as this consolidation of historic tin mines is turning into a district-scale mineralised province." "We'll get rid of 80% of the waste upfront... that makes the whole concentrated part of the circuit a lot more efficient." "Having the different array of minerals that we've got allows any sort of fluctuations [in the commodity game] to be smoothed out." "I think that with the flurry of interest in critical minerals, there is a unique chance now for AIM to reassert itself as the dominant mining market globally." VALUABLE RESOURCES Mail: ⁠rob@mining-international.org⁠ LinkedIn: ⁠https://www.linkedin.com/in/rob-tyson-3a26a68/⁠ X: https://twitter.com/MiningRobTyson⁠  YouTube: ⁠https://www.youtube.com/c/DigDeepTheMiningPodcast⁠  Web:  ⁠http://www.mining-international.org⁠ GUEST RESOURCES https://andradamining.com/ linkedin.com/company/andrada-mining https://x.com/Andrada_Mining https://www.youtube.com/@andradamining CONTACT METHOD ⁠rob@mining-international.org⁠ ⁠https://www.linkedin.com/in/rob-tyson-3a26a68/⁠ Podcast Description Rob Tyson is an established recruiter in the mining and quarrying sector and decided to produce the “Dig Deep” The Mining Podcast to provide valuable and informative content around the mining industry. He has a passion and desire to promote the industry and the podcast aims to offer the mining community an insight into people's experiences and careers covering any mining discipline, giving the listeners helpful advice and guidance on industry topics.  This Podcast has been brought to you by Disruptive Media. https://disruptivemedia.co.uk/

  This weekend’s The KE Report Weekend Show provides a deep dive into the technical layout of the commodities sector and the shifting dynamics of...

Any donation is greatly appreciated! 47e6GvjL4in5Zy5vVHMb9PQtGXQAcFvWSCQn2fuwDYZoZRk3oFjefr51WBNDGG9EjF1YDavg7pwGDFSAVWC5K42CBcLLv5U OR DONATE HERE: https://www.monerotalk.live/donate TODAY'S SHOW: In this episode of Monero Talk, Douglas Tuman is joined by DHC, a Monero advocate, investor, and independent writer, whose recent essay explaining the value proposition of Monero sparked widespread discussion within the community. They explore why Monero continues to stand apart as digital cash, discussing merchant adoption, real-world commerce, mining economics, network security, the recent Qubic attack, decentralized exchanges, and the importance of growing a circular Monero economy. DHC argues that expanding real utility—not speculation—is what will ultimately drive Monero's long-term success. TIMESTAMPS: (00:00:00) Introduction & DHC's Monero journey (00:09:55) Why Monero is the best form of digital cash (00:19:59) Building a circular Monero economy & merchant adoption (00:30:04) Growing Monero businesses and real-world commerce (00:40:18) Mining security, Cubic attack & network resilience (00:50:17) Membership proofs, Zcash comparison & privacy misconceptions (01:00:02) Stablecoins, AI surveillance & why privacy matters (01:10:03) XMR Bazaar updates, Anon Bazaar & private payments (01:20:02) Privacy ecosystems, Tari & decentralized exchanges (01:30:07) Price outlook, institutional adoption & closing thoughts GUEST LINKS: https://x.com/dhcfund Purchase Cafe & tip the farmers w/ XMR! https://gratuitas.org/ SPONSORS: Cakewallet.com, the first open-source Monero wallet for iOS. You can even exchange between XMR, BTC, LTC & more in the app! Monero.com by Cake Wallet - ONLY Monero wallet (https://monero.com/) StealthEX, an instant exchange. Go to (https://stealthex.io) to instantly exchange between Monero and 450 plus assets, w/o having to create an account or register & with no limits. WEBSITE: https://www.monerotopia.com CONTACT: monerotalk@protonmail.com ODYSEE: https://odysee.com/@MoneroTalk:8 TWITTER: https://twitter.com/monerotalk FACEBOOK: https://www.facebook.com/MoneroTalk HOST: https://twitter.com/douglastuman INSTAGRAM: https://www.instagram.com/monerotalk TELEGRAM: https://t.me/monerotopia MATRIX: https://matrix.to/#/%23monerotopia%3Amonero.social MASTODON: @Monerotalk@mastodon.social MONERO.TOWN: https://monero.town/u/monerotalkAny donation is greatly appreciated!Any donation is greatly appreciated!

Episode Summary: In this episode of "90 Miles from Needles: The Desert Protection Podcast," host Chris Clarke focuses on mining in the California desert, in particular, a rare earth elements mine proposed by an offshore mining startup. This 20,000-acre mine would be surrounded by Joshua Tree National Park and the gateway community of Twentynine Palms. Joined by Chance Wilcox of the National Parks Conservation Association, Chris explores the complexities and potential consequences of mining activities on the precious desert landscape. The episode sheds light on the socioeconomic and environmental stakes, touching on conservation topics, the intricate processes governing mining claims, and the community's growing resistance, characterized by a coalition of local residents and environmental organizations. Key Takeaways: The Stop Music Valley Mine Community Information Meeting will be held at Copper Mountain College’s Bell Center, July 15, 2026, 5:30-7:30 PM. Dateline Resources, an Australian mining company, proposes a vast mining operation near Joshua Tree National Park, posing significant threats to local ecosystems and communities. The planned mine would disturb about 20,000 acres of land, impacting visibility, air and water quality, and desert wildlife such as the native tortoise population. Community members and conservationists are rallying to oppose the mine, arguing it endangers Twentynine Palms' economy, heavily reliant on tourism. The federal Mining Law of 1872, which still governs mining on public lands, allows mining companies nearly free rein to profit from despoiling these lands. Local and national political influences, including past and present administrations, play a crucial role in shaping the future of mining initiatives in sensitive ecological areas. Notable Quotes: "This is going to be about 20,000 acres of strip mine next to residential neighborhoods and Twentynine Palms…" "People live here to really be part of this landscape. And people live here for a reason." "Twentynine Palms is not a mining town. It's a gateway community to Joshua Tree." "When people's livelihoods are actually at stake here alongside the conservation issue, there's a lot more ears that are willing to perk up." "There's so much more at stake. It's about the interconnection of all of that to every small business in Twentynine Palms." Resources: National Parks Conservation Association (NPCA) Copper Mountain College: Website Learn more about Dateline Resources’ operation of the Colosseum Mine, Become a desert defender!: https://90milesfromneedles.com/donateSee omnystudio.com/listener for privacy information.

Interview with Nicholas Holthouse, MD of Mont Royal ResourcesOur previous interview: https://www.cruxinvestor.com/posts/mont-royal-resources-asxmrz-ashram-pea-nears-as-capex-slashed-50-and-fluorspar-upside-emerges-10160Recording date: 8th July 2026Mont Royal Resources Limited (ASX:MRZ, TSXV:MRZL) has used the past month to substantiate its case as a scale rare earths developer positioned to help address Western critical minerals supply gaps. The centrepiece is an updated Preliminary Economic Assessment for the company's 100%-owned Ashram Rare Earths and Fluorspar Project in Nunavik, Québec, released and followed by the formal NI 43-101 Technical Report required under Canadian disclosure rules.The updated PEA confirms Ashram as a 30-year, large-scale development. On a post-tax basis, the project delivers an NPV8 of C$2.03 billion, an IRR of 22.0%, and payback of 3.9 years from the start of production; pre-tax figures are stronger, at C$3.44 billion NPV8 and 25.6% IRR. Life-of-mine revenue is forecast at C$24.6 billion, with EBITDA of C$15.5 billion (a 62.7% margin), driven by average annual production of approximately 17,466 tonnes of saleable rare earth oxide, including roughly 4,035 tonnes of NdPr oxide. Initial capital expenditure is estimated at C$1.23 billion, including a 30% contingency, with the Company also anticipating C$342 million in refundable Clean Technology Manufacturing tax credits.The updated Mineral Resource Estimate totals 204.3Mt (73.2Mt Indicated at 1.89% TREO and 131.1Mt Inferred at 1.91% TREO), with the mine plan drawing on only around 25% of that base over its 30-year life leaving room for future expansion, including the currently excluded BD-Zone. NdPr, the primary magnet metal pairing, represents approximately 21% of the resource's total rare earth oxide content, a distribution that positions Ashram to supply the higher-value end of the rare earth basket into markets forecast to grow at 8-12% annually through 2050.Beyond the economic study, Mont Royal is managing two other active workstreams. First, the company acknowledged an independent, Nation-led initiative from the Naskapi Nation of Kawawachikamach to evaluate potential regional access corridor options, a process Mont Royal says it respects but does not control, running in parallel to its own engagement with Inuit, Naskapi and Innu communities on Ashram-related infrastructure. Second, the company's 75%-owned Northern Lights Minerals project is undergoing a helicopter-supported gold till-sampling survey across the Chateaufort Property, targeting ground directly along strike from Benz Mining's 1,005,000oz Eastmain gold deposit, with preliminary data expected in August 2026 and a full report in Q3.For investors, the key considerations are straightforward. On the positive side: a resource base and NdPr distribution that stack up well against global peers, PEA economics that clear the bar for progression to Pre-Feasibility Study, and access to Canadian government funding support, including the anticipated tax credit allocation. On the risk side: the PEA carries a ±50% accuracy range typical of scoping-level studies, no off-take agreements or committed financing are yet in place against the roughly C$1.23 billion initial capital requirement, and the assumed third-party access-road cost model has not yet been formalised into an infrastructure agreement. Permitting is expected to take several years given the project's location within federally and provincially regulated territory under the James Bay and Northern Québec Agreement.The Company has targeted the second half of 2026 for the start of Pre-Feasibility Study work, alongside continued permitting, environmental baseline studies, and strategic partnership discussions as the next set of milestones to track.View Mont Royal Resources' company profile: https://www.cruxinvestor.com/companies/mont-royal-resources Sign up for Crux Investor: https://cruxinvestor.com

Interview with Nolan Peterson, CEO of Atlas SaltOur previous interview: https://www.cruxinvestor.com/posts/atlas-salt-tsxvsalt-no-competitors-lowest-cost-producer-a-mining-story-built-for-certainty-10812Recording date: 8th July 2026Atlas Salt has advanced its Great Atlantic Salt Project in Newfoundland from pre-development into active construction, marking a key milestone for the company. Since construction began in February, work has shifted to feasibility-study-funded capital expenditures, meaning current activities are part of the permanent mine infrastructure rather than preparatory steps. Backed by recent financing, the company has maintained steady progress through the 2026 construction season.Early-stage work has focused on site clearing, overburden removal and storage, subgrade preparation, and initial road and drainage infrastructure. These efforts are designed as long-term assets for the project. The next major milestone, excavation of the box cut and development of a 1.5-kilometre underground drift, is still several months away and will be critical in determining the project's technical performance.Initial geotechnical observations have been encouraging, with ground conditions appearing drier and more stable than expected. If confirmed, these conditions could reduce both construction time and capital costs, though further testing during drift development will be necessary to validate these early findings.On the regulatory side, Atlas Salt has secured permits covering over $150 million in early works. In addition, local authorities have shifted to a streamlined permitting approach aligned with provincial approvals, reducing administrative complexity and signaling strong regional support.The project aims to produce 4 million tonnes of de-icing road salt annually, targeting undersupplied markets in the northeastern United States, eastern Canada, and Atlantic Canada. Execution is supported by an experienced in-house team and engineering partner Hatch, with a phased staffing strategy intended to reduce risk during peak construction.Overall, Atlas Salt's transition into active construction, combined with favorable early conditions and improved permitting, positions the project for continued advancement toward full-scale production.View Atlas Salt's company profile: https://www.cruxinvestor.com/companies/atlas-saltSign up for Crux Investor: https://cruxinvestor.com

Ian Harris, CEO of Copper Giant Resources, joins MSD from Boca Raton for an introduction into the company and its exploration work at the Mocoa project in Colombia. Ian shines light into the geology of the project and why Colombia is seeing a resurgence of exploration and mining capital following the country's recent presidential election.

Recorded by Lucas de Lima for Poem-a-Day, a series produced by the Academy of American Poets. Published on July 9, 2026. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.poets.org⁠

Stijn Schmitz welcomes Tavi Costa back to the show. Tavi Costa is the Founder and CEO of Azuria Capital. Tavi outlines a bullish macro view for precious metals, arguing that the recent sell-off in gold and silver presents a compelling accumulation opportunity within a secular bull market. He notes that gold itself is down 25 to 30 percent, while quality producers have corrected 40 to 50 percent, leaving them technically oversold. He favors large, well-established miners such as Agnico Eagle and Newmont as liquid ways to play this window over the next six to twelve months. Silver is also in an accumulation phase, though he cautions against fixating on a single price entry point. Copper, which has remained resilient near all-time highs, is expected to surge dramatically once current headwinds fade, offering significant operating leverage in the mining equities. Costa emphasizes the strategic role of energy in a resource portfolio, describing it as an efficient hedge for metals investors. He highlights the historically low weighting of energy in the S&P 500 and points to structural demand drivers like data centers, electrification, and onshoring. Natural gas, in his view, is the only near-term solution to meet this demand, given the longer timelines for nuclear or renewables. He sees opportunities in midstream assets and in Latin America, where excess energy supply could attract strategic partnerships. The conversation also touches on agricultural commodities, which Costa believes are consolidating in a pattern similar to oil before its breakout. Regarding critical minerals, Costa expresses skepticism, calling the sector a “disease” marked by misallocated capital. He warns that institutional money chasing small markets like rare earths often overlooks poor business fundamentals, and he advises focusing instead on copper, gold, and silver, which offer clear structural demand and supply constraints. He distills his investment approach into three pillars: metals and mining, energy, and Latin America. Costa is currently in the process of launching a fund and shares his research on Substack, with a formal announcement expected soon. Timestamps: 00:00:00 – Introduction 00:00:29 – Current Market Opportunities 00:01:04 – Gold and Silver Outlook 00:02:53 – Finding Quality Opportunities 00:06:55 – Oil & Gas Potential 00:09:30 – Natural Gas Demand Drivers 00:12:07 – Critical Minerals 00:14:50 – Copper Highs & Outlook 00:17:17 – Concluding Thoughts Guest Links: X: https://x.com/tavicosta LinkedIn: https://www.linkedin.com/in/otavio-tavi-costa-76368628 Substack: https://tavicosta.substack.com Otavio (“Tavi”) Costa is the Founder and CEO of Azuria Capital LLC. He invented a macro model that identifies the current stage of the U.S. economic cycle through a combination of 16 factors. His research is regularly featured in financial publications such as Bloomberg, The Wall Street Journal, CCN, Financial Post, The Globe and Mail, Real Vision, and Reuters. Tavi is a native of São Paulo, Brazil, and fluent in Portuguese, Spanish, and English. Before joining Crescat, he worked with the underwriting of financial products and international business at Braservice, a large logistics company in Brazil. Tavi graduated cum laude from Lindenwood University in St. Louis with a B.A. degree in Business Administration with an emphasis in Finance and a minor in Spanish. Tavi played NCAA Division 1 tennis for Liberty University.

#982 Ever wonder how the same idea can feel like a "no" to one person and a "hell yes" to another? In this special part 1 of a 2-part episode, Justin Williams breaks down how to actually come up with your business or money-making idea — whether you're starting from scratch or looking for new revenue streams inside a business you already run. He walks through the mindset shifts that hold most people back (hello, "yeah-butters"), the freedom framework filters to run any idea through before you chase it, and five concrete methods for idea generation — from the classic skills-vs-passions brainstorm to mining your own daily frustrations, leveraging AI as a brainstorming partner, and soaking up ideas through podcasts and content. Along the way he shares real stories from furnishing his family's new home in Utah, including some wild reselling and warehouse business ideas sparked by a single week of errands. Tune in for part 2, where Justin covers the ideas — and pitfalls — worth avoiding! What we discuss with Justin: + The ABCDE framework recap (Awareness, Belief, Clarity, Do, Adapt) + GAPA weekly cycle: Goal, Action, Plan, Adapt + Propulsion minus drag mindset + Beating the "yeah-butter" excuse trap + Assessing your personal situation first + Skills vs. passions brainstorm exercise + Mining everyday frustrations for business ideas + Reselling and warehouse business tangent + Using AI as a brainstorming partner + Learning from podcasts and content Thank you, Justin! Check out Part 2 of this episode. Check out Millionaire University at ⁠⁠MillionaireUniversity.com⁠⁠. Get your free ⁠⁠5-Minute Business Plan⁠⁠. To get access to our FREE Business Training course go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠MillionaireUniversity.com/training⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ To get exclusive offers mentioned in this episode and to support the show, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠millionaireuniversity.com/sponsors⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of Mining Stock Education, host Bill Powers sits down with pro resource investor and returning guest David Lotan. David buys nearly all his junior resource stocks in the open market and employs a process any retail investor can follow. You don't need to be an accredited investor to make millions in mining stocks. David proves it! David shared: "Especially in the last decade, the real bargains are in the open market. It's, to me, far more valuable to find little companies trading for peanuts where management just is missing one of those ingredients. If you can grab a hold of that capital structure before it's ruined, and if management is well-intended and can follow an investor-friendly pathway, you can get fantastic outcomes." David shares how he went from just being an investor in Aurion Resources and Fox River Resources to becoming the chairman of both as a leading shareholder. The companies were recently independently bought out for just shy of C$600M total. He explains how the sales came about and shares a behind-the-scenes look into how M&A happens in junior mining. Listen to be educated and inspired in your junior mining journey! 00:00 Intro 01:26 Why Juniors Got Cheap 03:02 Aurion Early Crisis 05:20 Chairman and Financing 05:55 Exit Expectations 09:48 Agnico Buyout Details 10:30 Investor Alignment 12:52 Why Sale Took Years 15:35 Rupert Conflict Timeline 20:35 Market Forces Drive M&A 23:42 Strategy During Skirmish 29:43 Open Market Buying 30:40 Cash Deal and Trust 32:26 Trust and Win-Win 41:05 Fox River Buyout 45:39 Warrants and Bargains 49:00 Tenaz Energy Win Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 Mining Stock Education 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/

Kevin O'Leary and Mohammed Bakhashwain joined us to discuss Bitzero's Bitcoin mining and AI data center strategy.Topics: - Bitzero's bitcoin mining and AI compute operations - Future of Crypto - Tokenization of assets and 24/7 markets - Data Center criticisms- Impact of the Clarity Act passingBrought you by