Podcasts about natural resources

Jacob and Eric catch up with Luke Resop, PhD student in the MSU Deer Lab, to discuss food plots. They cover the basics of cool-season food plots and what you can do to increase your chances of success. Check out the MSU Deer Lab's online seminar series (here) and select the Natural Resources option from the Categories drop-down menu. You will need to create an account to view the seminars. The seminars are free unless you are seeking professional educational credits. Also, be sure to visit our YouTube channel (here)

Rick Rule, president and CEO of Rule Investment Media, shares his outlook on Natural Resource Stocks.

If you have been downtown lately, you've seen all the changes underway along Rochester's riverfront. New and improved parks, public gathering spots, trails, and infrastructure. It's all part of a multi-year, half-billion dollar investment to expand the use of the Genesee River, which has long been treated as our city's backyard instead of its front. There's a lot of excitement around this…but what about the main attraction itself? How healthy is the Genesee River? How is it being affected by climate change? Are pollution problems of the past still an issue? And why does it matter? Guest host Julie Philipp talks with our panelists from Genesee River Watch. Our guests: Caroline Kilmer, assistant director of Genesee River Watch Steve Orr, board president of Genesee River Watch Mike Haugh, board member for Genesee River Watch Don Zelazny, board member for Genesee River Watch ---Connections is supported by listeners like you. Head to our donation page to become a WXXI member today, support the show, and help us close the gap created by the rescission of federal funding.---Connections airs every weekday from noon-2 p.m. Join the conversation with questions or comments by phone at 1-844-295-TALK (8255) or 585-263-9994, email, Facebook or Twitter. Connections is also livestreamed on the WXXI News YouTube channel each day. You can watch live or access previous episodes here.---Do you have a story that needs to be shared? Pitch your story to Connections.

What will it take to prepare the next generation to lead agriculture in a world changing faster than ever? In this episode of The Landowner Insider, Kasey Mock sits down with Dr. Frank Owsley of Tarleton State University's College of Agriculture and Natural Resources for a conversation about the future of agriculture, education, artificial intelligence, and the skills young people will need to succeed. As AI changes how we learn and work, Kasey and Dr. Owsley discuss why critical thinking, communication, confidence, understanding numbers, and real-world decision-making may become even more valuable—not less. They also explore what today's agriculture students need to understand about business and profitability, why hands-on experience still matters, how young people can better prepare themselves for college and careers, and how Tarleton is preparing students for an agricultural industry that could look very different five years from now. In this episode: What the next generation needs to succeed in agriculture How AI is changing education and the workplace Why critical thinking matters in an AI-driven world The importance of communication and real-world decision-making Why agriculture students need to understand business, numbers, and profitability The value of hands-on agricultural education Building confidence before entering college Preparing students for agricultural careers that are rapidly changing Tarleton State University's rapid growth What Tarleton must preserve as the university continues to expand This conversation goes beyond college degrees and technology. It's about preparing the next generation to think independently, adapt, solve problems, lead, and build meaningful careers in agriculture and beyond. Whether you're a student, parent, rancher, farmer, landowner, educator, or agricultural leader, this is a conversation about where the industry is headed—and whether we're preparing the next generation to lead it. Follow The Landowner Insider for conversations about Texas land, agriculture, business, leadership, and the people shaping the future of our state.

Interview with Keith Henderson, President & CEO of Latin MetalsOur previous interview: https://www.cruxinvestor.com/posts/latin-metals-tsxvlms-the-prospect-generator-model-few-juniors-follow-10250Recording date: 14th August 20206Latin Metals Inc. (TSXV:LMS) has added a third active partner-funded project to its portfolio with an ongoing agreement with Minsur, a private Peruvian mining company already in a 75/25 joint venture with Newmont on adjacent ground to cover the Lacsha copper-molybdenum porphyry project in southern Peru.Under the deal outlined by CEO Keith Henderson, Minsur can earn an initial 75% interest in Lacsha by completing 60,000 metres of drilling over six years and paying Latin Metals approximately $2.5 million in cash, a commitment Henderson estimated at roughly C$40 million in Minsur-funded exploration spending. Once that threshold is met, Minsur holds a time-limited option to acquire the remaining 25% for C$28 million which would leave Latin Metals with a 2% net smelter return royalty. Minsur separately holds a three-year option to buy 1% of that royalty for a further $20 million. Combined, Henderson said, the structure could deliver a little over $42 million in cash coming into the company.Latin Metals generated Lacsha internally, spending approximately $900,000 (CAD) on staking, mapping, geochemistry and geophysics before bringing in a partner - notably more than the company's typical $200,000-$300,000 generative budget per project, which Henderson attributed to years of incremental exploration work culminating in a stronger-than-usual technical package. Lacsha's location directly south of Minsur's existing Newmont joint venture ground gives the new partner a clear strategic rationale to test the structural and geochemical extension onto Latin Metals' claims.The Lacsha deal brings Latin Metals' total under-contract partner investment to approximately $120 million, spanning Lacsha, Cerro Bayo and La Flora (Daura Gold), and Zaha (Moxico Resources), all funded externally against a corporate budget Henderson described as flat at $3 million per year. Management is targeting further deals across the remaining pipeline including Organullo, Crosby and an Argentine sediment-hosted copper package during 2026, which it expects could push cumulative under-contract investment toward $150-180 million.Near-term catalysts sit with the Argentine silver-gold assets rather than Lacsha itself: Daura Gold's Phase II drill programme at Cerro Bayo is scheduled for Q3 2026, alongside the first drill test of the high-grade La Flora vein system, where surface sampling has returned grades as high as 82 g/t gold and 1,239 g/t silver historically. Combined partner-funded drilling across the portfolio is expected to reach approximately 18,000 metres in 2026.On financing, Henderson said Latin Metals expects roughly C$1.8 million from warrant exercises in September 2026, with warrants priced at 15 cents against a share price near 25 cents, a gap management is relying on to avoid raising additional equity capital through 2026 and 2027. As with all early-stage option structures, the eventual scale of Lacsha's payoff depends on drill results Latin Metals will not itself control, since the company does not intend to operate the project once Minsur's drilling begins.View Latin Metals' company profile: https://www.cruxinvestor.com/companies/latin-metalsSign up for Crux Investor: https://cruxinvestor.com

Interview with Nick Appleyard, CEO, TriStar GoldOur previous interview: https://www.cruxinvestor.com/posts/tristar-gold-tsxvtsg-legal-resolution-could-unlock-100m-in-shareholder-value-8034Recording date: 13th August 2026TriStar Gold Inc. (TSXV: TSG) is a Brazil-focused gold developer whose sole asset, the Castelo de Sonhos project in Pará State, presents one of the more striking valuation disconnects among development-stage gold names in the Americas. The May 2025 pre-feasibility study update outlines 1.4 million ounces of probable reserves at 1.1 g/t gold, with total indicated and inferred resources of 2.5 million ounces inclusive of reserves. At the study's $2,200/oz gold base case, the project generates a post-tax internal rate of return of 40% and a post-tax net present value of $603 million against initial capital of approximately $296 million, rising to a 72% IRR and $1.35 billion NPV at $3,200/oz gold. Mining is shallow open pit with 98% recovery and no sulphides, and the deposit remains open along an approximately 19km strike of mineralised conglomerate reef.Despite those economics, TriStar's market capitalisation stood at just C$63.6 million as of end-July 2026, a valuation that puts the company at roughly $20 per ounce of measured and indicated resource against a peer median near $94/oz, and 0.02x price-to-net-asset-value against a 0.3x peer median, according to company-compiled comparables. Management attributes the gap almost entirely to a federal civil action, initiated by the Federal Public Prosecutor's Office (MPF) and Brazil's National Foundation of Indigenous Peoples (FUNAI), arguing that TriStar's state-level environmental permit should instead have gone through a federal process involving an Indigenous Component Study and formal consultation with Kayapó communities in the region. TriStar and the State of Pará dispute this, arguing the project never triggered the thresholds that would require federal-level permitting. Critically, the underlying Licença Prévia (LP) permit remains valid; courts have rejected every injunction request against it, and the case is currently in an evidentiary phase awaiting a judge's ruling.CEO Nick Appleyard has stated a target of reaching a negotiated resolution, under which TriStar would retain its permit while voluntarily completing indigenous studies ahead of construction, before the end of 2026, with the market potentially taking a further three to six months to fully reflect that outcome. In the interim, the company is planning a drill programme around the high-grade Esperança South zone, expected to mobilise around October 2026, intended to support an eventual feasibility study.Beyond a standalone build, TriStar maintains an active data room with what management describes as roughly half a dozen Brazil-based candidates plus international parties, positioning the asset as a plausible acquisition target once the legal overhang clears. The company holds approximately US$10 million in cash against 397.5 million shares issued.Learn more: https://www.cruxinvestor.com/companies/tristar-gold-incSign up for Crux Investor: https://cruxinvestor.com

Interview with Mark Selby, CEO of Canada NickelOur previous interview: https://www.cruxinvestor.com/posts/nickels-next-chapter-tight-supply-steady-demand-and-higher-price-floors-11311Recording date: 13th August 2026Canada Nickel Company Inc. (TSXV:CNC) has reached a milestone that few Canadian mining developers achieve: a positive federal decision statement for its 100%-owned Crawford Nickel-Cobalt Sulphide Project, the first project to complete Canada's Impact Assessment Act process from application through to decision since the legislation came into force in 2019. CEO Mark Selby frames the approval as a de-risking event on three fronts: it differentiates Crawford from peer projects still mid-permitting when courting strategic partners; it removes a major source of hesitation for larger institutional investors who had been waiting on permitting clarity; and it strengthens Canada Nickel's standing with government funding bodies already engaging with the company.That standing is reflected in Crawford's selection as one of five projects referred to the federal Major Projects Office, the earliest-stage project among that group, and as one of three projects named to Ontario's One Project, One Process fast-track framework, alongside a Thunder Bay lithium project and Kinross's Great Bear gold project.On financing, Selby laid out a capital stack in which government-linked sources do much of the heavy lifting. Of the approximately $1 billion in equity Canada Nickel needs to build Crawford, $600 million is covered by refundable investment tax credits, and a further $100 million comes from a Samsung commitment. The company is working with Scotiabank and Deutsche Bank on an additional $100-200 million through a further project stake sale or structured offtake financing. On the debt side, a letter of intent from Export Development Canada is progressing toward a term sheet, backed by four years of dialogue with global export credit agencies, and a roughly two-month-old mandate with Scandinavian bank SB1 Markets is intended to produce a bridge facility that draws on tax credits during construction rather than after.The company closed a $20 million financing overnight ahead of this interview, taken up entirely by a single family office, and separately upsized a non-brokered private placement on  from C$15.0 million to up to C$21 million in gross proceeds, scheduled to close around August 28, 2026. Selby flagged further financing initiatives expected in October and November 2026.With funding in hand, Canada Nickel is moving into detailed engineering and long-lead procurement, targeting a construction decision by mid-2027 and breaking ground by the end of that year, a schedule that has slipped from the year-end 2026 target in Crux's earlier coverage. Seasonal construction constraints in the Abitibi region mean any further delay risks pushing activity into the following year's window.Beyond Crawford, Selby pointed to the Reid Nickel Sulphide Project, roughly 39 kilometres northwest of Timmins, where August 2026 drilling returned the highest-grade intervals reported to date: 1.01% nickel over 4.5 metres within a broader 576.6-metre interval averaging 0.29% nickel. Reid's current resource stands at 0.87 billion Indicated tonnes and 1.45 billion Inferred tonnes, part of what Selby describes as a wider Timmins Nickel District pipeline behind Crawford.View Canada Nickel's company profile: https://www.cruxinvestor.com/companies/canada-nickelSign up for Crux Investor: https://cruxinvestor.com

Interview with Darrin Campbell, President & CEO of Namibia Critical Metals Inc.Our previous interview: https://www.cruxinvestor.com/posts/namibia-critical-metals-tsxvnmi-japan-backed-path-to-dfs-in-q2-2027-9891Recording date: 13th August 2026Namibia Critical Metals (TSXV:NMI) has reached a pivotal moment in the development of its Lofdal Heavy Rare Earth Project in Namibia. In July 2026, the Japan Organization for Metals and Energy Security (JOGMEC) and Toyota Tsusho Corporation completed a C$23 million earn-in commitment, roughly 18 months ahead of the original March 2028 schedule, securing a combined 50% participating interest in the project. The two partners formed TJ Namibia Rare Earths Corporation (TJNREC) to hold that interest, and JOGMEC has separately committed up to C$47.668 million (approximately ¥5.5 billion) to capitalise the new entity, funding Lofdal through Definitive Feasibility Study completion and toward a Final Investment Decision.Critically, all project funding from this point forward is structured as non-interest-bearing, non-dilutive Pre-FID Capital Funding - a mechanism CEO Darrin Campbell described as a temporary free carry that removes near-term financing risk without forcing Namibia Critical Metals to make a dilution decision until FID itself. The company retains the option to participate at up to 45% ownership or dilute to a carried floor of 21%, with management signalling a preference to retain maximum exposure given the project's economics.The economics, laid out in a December 2025 PFS, show a 13-year mine life producing 2,000 tonnes of total rare earth oxide annually, including significant dysprosium, terbium and yttrium output. A base case using moderate pricing generates a $275 million after-tax NPV and 19% IRR on $348 million of capex; a divergent case reflecting the elevated non-Chinese pricing seen over the past 18 months delivers a $748 million after-tax NPV and 35% IRR. Campbell noted current market conditions increasingly resemble the divergent scenario.Technical work continues in parallel. A 13,000-metre, 83-hole drill programme launched in June 2026 is targeting a maiden resource at the Area 5 xenotime system, the project's first deep test hole at Area 4 to approximately 800 metres for underground mining studies, and infill drilling at Area 2B. SGS has been awarded pilot-scale flotation and hydrometallurgical testwork contracts aimed at producing separated - rather than mixed - light and heavy rare earth products, which Campbell said better matches offtaker demand. A DFS completion target of Q3 2027 is intended to lead into an FID shortly after.Despite this de-risking and the depth of sovereign-industrial backing, Campbell argues the market continues to price Lofdal as an early-stage exploration story, at roughly 0.15-0.2x price-to-NAV versus 0.4-0.8x for comparable PFS/DFS-stage peers. He attributes the gap to thin liquidity, minimal institutional coverage as the company has not needed to raise meaningful capital in six years due to JOGMEC funding, and market confusion over the earn-in's dilution mechanics. Final offtake pricing terms with the Japanese consortium remain under negotiation, representing a further catalyst to watch as the project approaches FID.View Namibia Critical Metals' company profile: https://www.cruxinvestor.com/companies/namibia-critical-metals-incSign up for Crux Investor: https://cruxinvestor.com

Interview with Campbell Baird, CEO of Asante GoldRecording date: 13th August 2026Asante Gold Corporation is working through an operational and leadership reset four months into Campbell Baird's tenure as Acting CEO, following the retirement of predecessor Dave Anthony. The company's investment case for 2026 hinges less on new catalysts than on execution against an already-disclosed plan: converting roughly $50 million of deferred or cancelled capital expenditure, combined with a narrower project focus, into the guided 275,000-300,000 ounce production range at an AISC of $3,200-$3,600 per ounce for the full year.The two operating assets are pulling in different directions operationally. Chirano has provided stability throughout 2026, delivering a consistent 10,000-11,000 ounces monthly even as Bibiani absorbed the impact of a January wall slip and an extended, costly stripping campaign in its Main Pit. Bibiani's ore has also proven more sulfidic than originally modelled, prompting a shift toward roughly 50% flotation processing and a sulfide recovery plant now being tied into the wider circuit - a process Baird estimated was roughly two months from completion.The key catalyst for H2 2026 performance is grade: Bibiani's head grade is expected to move from approximately 1.3-1.4 g/t over the past six months toward a targeted 1.7-1.8 g/t as mining progresses deeper into the Main Pit, directly underpinning the guided cost reduction weighted to Q4.On the resource side, Asante's 5 August NI 43-101 update showed combined Measured and Indicated Resources of 4.6 million ounces across both operations - effectively flat against December 2023 levels despite more than 430,000 ounces of production in the interim. Chirano's resource base grew materially (+443,000 ounces M&I since December 2023), supporting a seven-year mine life, while Bibiani's declined 17% on constrained exploration spend and open-pit depletion, even as its Main Pit is interpreted as geologically open to roughly 1,400 metres against only ~600 metres of current definition. The company frames the broader 80-kilometre Chirano-Bibiani Corridor as structurally comparable to far larger, more extensively drilled greenstone belts (Lefroy-Boulder, Abitibi), with a $23.4 million exploration budget allocated for 2026.On costs, management's own framing is notably conservative: Baird explicitly ruled out sub-$2,000/oz AISC as a credible near-term outcome, targeting below $3,000/oz only as a longer-term objective. This tempers what might otherwise be an overly optimistic reading of the company's cost trajectory, and is worth weighing against the wider sector-level cost inflation (diesel, labour, supply chain) that Baird cited as affecting gold producers broadly, not just Asante.The clearest risk flag for investors is guidance continuity: Asante's prior annual production target of 400,000-500,000 ounces remains formally withdrawn, with management stating directly it is not planning to reinstate it. The 275,000-300,000 ounce 2026 range should be treated as the only current, company-sanctioned figure.View Asante Gold's company profile: https://www.cruxinvestor.com/companies/asante-goldSign up for Crux Investor: https://cruxinvestor.com

Ukraine has asked Canada to consider a C$650 million grant to help purchase natural gas for the coming winter. That request was discussed during a meeting between Ukraine's Energy Minister and Canada's Minister of Energy and Natural Resources, according to Ukraine's government and Bloomberg. At the time this episode was written, there was no public confirmation from the Government of Canada that the request had been approved.But this episode isn't really about Ukraine.It's about priorities.While a proposed C$650 million grant is under discussion, Canada's entire Veteran Homelessness Program is funded at $79.1 million over five years. Food bank usage has reached record highs, and internal records cited in this episode suggest millions allocated for veteran homelessness went unspent. The question isn't whether Ukraine deserves support—it's whether Canadians deserve the same urgency when facing crises at home.In this episode, Kelsi examines:What was actually requested during the Canada–Ukraine energy meetingThe difference between a grant and a loanCanada's existing financial commitments to UkraineThe state of veteran homelessness in CanadaRecord food bank usage across the countryWhether Canada's spending priorities reflect the needs of CanadiansAs always, this conversation is grounded in publicly available reporting and government data. Where facts remain unconfirmed, they're presented as questions—not conclusions.If you found this episode valuable, please consider subscribing, sharing it with someone who cares about Canadian policy, and joining the discussion in the comments.Sources referenced include:BloombergGovernment of CanadaPrime Minister's OfficeFood Banks CanadaBlacklock's ReporterUkraine Ministry of EnergyUNNPublic statements by Denys Shmyhal0:00 Two numbers2:15 What Ukraine actually asked for4:00 Grant is not the same word as loan5:15 What Canada has already sent6:45 Two point two million food bank visits8:15 Eighteen hundred veterans, seventy-nine million dollars11:45 The three million we handed back13:45 The honest case for saying yes15:15 The question nobody has answered16:45 Where I land18:45 Two things you can doBuy me a coffee! - https://buymeacoffee.com/kelsisherenDo No Harm? - https://www.amazon.com/dp/1683585763?ref_=cm_sw_r_ffobk_cp_ud_dp_SC8YGT87SPJ1VB8SAYP1Let's connect!Substack: https://substack.com/@kelsisherenRumble - https://rumble.com/user/TheKelsiSherenPerspectiveInstagram - https://www.instagram.com/thekelsisherenperspective?utm_source=ig_web_button_share_sheet&igsh=ZDNlZDc0MzIxNw%3D%3DX: https://x.com/KelsisherenSUPPORT OUR PEOPLE - - - - - - - - - - - -Ketone IQ- 30% off with code KELSI - https://ketone.com/KELSIGood Livin - 20% off with code KELSI - https://www.itsgoodlivin.com/?ref=KELSIBrass & Unity - 20% off with code UNITY - http://www.brassandunity.com

Violent crime in the commonwealth has fallen to pre-COVID-19 pandemic rates almost across the board. State Attorney General Dave Sunday says there's some good news in those numbers but warned about upticks in drug trafficking.Dauphin County Commissioners have approved another year of free evening parking in Downtown Harrisburg from 5 to 7 pm. But they say they want feedback and data on whether it's helping businesses. Businesses say it is.Norfolk Southern says federal investigators will look into the cause of Tuesday's train derailment at the Horseshoe Curve in Altoona. A former PennDOT employee is charged with embezzling more than $33,000 by overcharging her department-issued credit card.The Pennsylvania Department of Conservation and Natural Resources is adding a forest in Schuylkill County to the national Old-Growth Forest Network.Kyle Robinson, a Waterways Conservation Officer covering Mifflin and northern Huntingdon counties, is receiving statewide recognition A memorial service this Sunday will honor the life of Dick Knoebel. The former President of Knoebels Amusement Resort passed away on July 16th at the age of 87.And now it's time for our weekly segment called The Bright Spot.  Every Friday, I'll share a positive news story that may have gotten lost amid this week's news cycle.   Today's bright spot is this: Mini-THONs from across Pennsylvania and neighboring states raised more than $6.4 million during the 2025-26 school year to support Four Diamonds.It's been one year since public media's federal funding was revoked. Thanks to our community, we're still here for you and looking toward the future. Join the thousands of members who are building a stronger WITF. Go to  www.witf.org/givenow. And thank you.

John Maytham speaks to Greenpeace Africa oil and gas campaigner Sherelee Odayar about the Constitutional Court ruling setting aside Shell and Impact Africa’s oil and gas exploration rights off the Wild Coast. Presenter John Maytham is an actor and author-turned-talk radio veteran and seasoned journalist. His show serves a round-up of local and international news coupled with the latest in business, sport, traffic and weather. The host’s eclectic interests mean the program often surprises the audience with intriguing book reviews and inspiring interviews profiling artists. A daily highlight is Rapid Fire, just after 5:30pm. CapeTalk fans call in, to stump the presenter with their general knowledge questions. Another firm favourite is the humorous Thursday crossing with award-winning journalist Rebecca Davis, called “Plan B”. Thank you for listening to a podcast from Afternoon Drive with John Maytham Listen live on Primedia+ weekdays from 15:00 and 18:00 (SA Time) to Afternoon Drive with John Maytham broadcast on CapeTalk https://buff.ly/NnFM3Nk For more from the show go to https://buff.ly/BSFy4Cn or find all the catch-up podcasts here https://buff.ly/n8nWt4x 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/@CapeTalk567 See omnystudio.com/listener for privacy information.

Interview with Blake Hylands, CEO of Lithium Ionic Corp.Our previous interview: https://www.cruxinvestor.com/posts/lithium-ionic-tsxvlth-low-cost-developer-targets-construction-start-h2-2026-8741Recording date: 6th August 2026Lithium Ionic Corp has agreed to sell its non-core Baixa Grande lithium deposit in Brazil to PLS Group for up to US$70 million, a move that accelerates funding for the company's flagship Bandeira Lithium Project toward a construction decision.The transaction delivers US$37.5 million in cash consideration, split between US$30 million payable at closing (expected within months) and US$7.5 million due at the buyer's final investment decision or an earlier agreed date. Additionally, Lithium Ionic retains a 2% royalty on Baixa Grande, estimated at US$20-30 million in value. The sale caps a three-year hold on an asset Lithium Ionic always viewed as secondary to Bandeira, generating roughly eight times the company's original acquisition cost.Baixa Grande sits adjacent to ground PLS acquired through its 2025 purchase of Latin Resources, with geology representing a natural extension of the same lithium system. The deposit holds approximately 20 million tonnes of identified resource, work that helped drive the eventual sale price.Proceeds from the sale provide immediate flexibility to order long-lead items, including the processing mill, and fund early operational costs at Bandeira ahead of construction financing closure. This sequencing allows the company to advance procurement without waiting for separate debt or equity raises.Engineering work is nearly complete, and the underground portal contractor shortlist has been narrowed following a tender process.Lithium Ionic has secured binding five-year offtake terms with Chinese converter Yahua, covering 170,000 tonnes of spodumene concentrate annually at a US$1,000 per tonne floor price with no ceiling. This structure provides lenders visibility that the project generates cash on every tonne sold, supporting debt serviceability discussions.With projected all-in sustaining costs near US$600 per tonne and spodumene pricing above US$2,000 per tonne, the project offers substantial margins. Brazil's open global trading position provides additional flexibility compared to projects tied to regional buyers.Management highlights a significant valuation disconnect, with Lithium Ionic trading below 0.1x P/NAV compared to producing peer Sigma Lithium's 1–1.1x multiple. CEO Blake Hylands frames this as a potential tenfold re-rating opportunity as the company progresses through permitting, financing, and construction milestones toward production targeted for late 2027 into 2028.View Lithium Ionic's company profile: https://www.cruxinvestor.com/companies/lithium-ionic-corpSign up for Crux Investor: https://cruxinvestor.com

 Interview with James Gurry, Managing Director & Jozef Story, Exploration Manager of Aureka GoldRecording date: 11th August 2026Aureka (ASX:AKA) is an ASX-listed gold explorer and near-term developer operating a cluster of projects across Victoria's Stawell Corridor and St Arnaud goldfield, all within a 45-minute to one-hour drive of one another. The company was reconstituted from a distressed tenement package that Managing Director James Gurry acquired for under $1 million in 2023, when gold prices were depressed, and relisted on the ASX at the end of 2024. Since the start of 2025, Aureka has drilled continuously and lifted its JORC resource base by 50%.The company's flagship asset is the 100%-owned Irvine Gold Project, which sits 16km from the Stawell Gold Mine, a roughly 5-million-ounce historical producer. Irvine currently hosts an inferred resource of 398,300 ounces at 2.59 g/t gold, following a 94,000-ounce, 36% increase to the Resolution lode announced on 18 June 2026. That increase was driven by a reinterpreted structural and geological model, led by Exploration Manager Jozef Story, that defined 11 new geological domains around the deposit. Beyond the current resource, Aureka carries Advanced and Conceptual Exploration Targets that, combined with the unchanged Adventure lode target, exceed 600,000 ounces. Recent drilling identified a high-grade structure the company calls the Tenacity Fault, which returned the project's best assay to date: 10m at 12.1 g/t gold from 413m, including 0.3m at 183 g/t gold.Rather than pursue Irvine's larger development in isolation, Aureka's near-term strategy centres on the brownfield Comstock project near St Arnaud, roughly 70km from Irvine, within a historic goldfield that produced approximately 400,000 ounces at 15 g/t. Comstock hosts a 56,500-ounce inferred resource at 1.21 g/t gold and 2.14 g/t silver, plus a 112,000 to 116,000-ounce exploration target. The company has signed a toll milling agreement with the nearby Wedderburn mill, described by management as project-agnostic and therefore usable for Irvine ore in future, and has submitted a production licence application for Comstock, targeting first ore movement within roughly 12 months. Management is guiding to first-year Comstock production of 3,000 to 7,000 ounces, an estimated A$30 million to A$50 million in revenue at current gold prices, and a targeted margin of around 50%.The stated strategy is to use Comstock's free cash flow to fund ongoing exploration at Irvine without relying primarily on dilutive capital raises, while pursuing Irvine toward a longer-term development decision that management estimates is roughly three years from a first mining licence. Aureka currently has no debt and two diamond rigs active, one on each project. Management points to valuation support from the tenement package's prior history: the same assets, under a previous owner, traded up to approximately $150 million in market capitalisation in 2020, at roughly half today's gold price, against Aureka's current market capitalisation of under $20 million. Key near-term catalysts include Comstock's production licence approval and further assay results from the Tenacity Fault and Walker zone drilling programmes.Learn more: https://www.cruxinvestor.com/companies/navarre-mineralsSign up for Crux Investor: https://cruxinvestor.com 

Interview with Christian Easterday, Managing Director and CEO, Hot Chili LimitedOur previous interview: https://www.cruxinvestor.com/posts/hot-chili-tsxvhch-water-business-with-1b-npv-to-fund-copper-project-6917Recording date: 10th August 2026Hot Chili Limited (ASX/TSXV: HCH, OTCQX: HHLKF) is advancing the Costa Fuego Copper-Gold Project on Chile's Atacama coastline, positioning itself as one of only five independent (non-major-controlled) copper developers globally with a project capable of exceeding 100,000 tonnes of annual copper-equivalent production. Managing Director and CEO Christian Easterday, who has led the company since its 2010 ASX listing, argues the market has not yet caught up with the scale of the opportunity.The company's March 2025 Preliminary Feasibility Study (PFS) outlined a 20-year mine life (14 years at primary production rates), average annual production of roughly 116,000 tonnes of copper-equivalent, a post-tax NPV of US$1.2 billion, and a post-tax IRR of 19% at a long-term copper price of US$4.30/lb. Start-up capital was estimated at US$1.27 billion.The central near-term catalyst is La Verde, a copper-gold porphyry discovery acquired in November 2024 roughly 35km from Costa Fuego's planned processing hub. Extensive drilling (three rigs, with a fourth arriving) has defined a broad, high-grade mineralised footprint, and management expects a maiden resource estimate of approximately 500 million tonnes before the end of 2026. Folding La Verde into a restated Costa Fuego PFS is expected to lift post-tax NPV toward US$2 billion and post-tax IRR toward the mid-30s%, while shortening payback from roughly 4.5 years to 2.5 years and improving the project's position on the industry cost curve.On valuation, Hot Chili highlights two benchmarking metrics: an EV/lb-of-reserve multiple of roughly 3.8 cents against a peer average near 11 cents (implying a 2.9x re-rating opportunity), and a price-to-net-asset-value gap of roughly 2.3x versus recent comparable copper-sector transactions.Financing is addressed primarily through the company's Huasco Water asset — the only maritime licence with permitted seawater access in the Huasco Valley. Stage 1 (seawater supply to Costa Fuego, 500 L/s) is already funded within the existing PFS. A second maritime licence, which would unlock a larger multi-user desalination business (Stage 2: 1,300 L/s, ~US$977 million post-tax NPV) serving neighbouring major-miner projects, has been in Chile's approvals process for roughly five years and remains on track according to recent government contact, following an earlier delay tied to a change in administration. Management frames monetising this asset as a way to cover a substantial share of the project's equity requirement without heavy shareholder dilution. Additional untapped levers include uncommitted gold production (48,000-70,000 oz/year with La Verde) and roughly 40% of concentrate offtake left uncommitted outside the company's existing Glencore agreement.Glencore holds a 7.5% equity stake and an offtake agreement for up to 60% of concentrate for the first eight years of production, on benchmark terms. The company has also strengthened its board, adding Stuart Matthews (formerly EVP at Goldfields, with five major mine builds) as Independent Non-Executive Chair.Near-term catalysts include the maiden La Verde resource estimate (year-end target), a restated Costa Fuego PFS, EIA submission (targeted Q2 2027), progress on the second Huasco Water maritime licence, and an ongoing strategic partnering process. Final Investment Decision is targeted for 2029, with first production guided for 2031.Learn more: https://www.cruxinvestor.com/companies/hot-chili-limitedSign up for Crux Investor: https://cruxinvestor.com

Interview with Alex Underwood, Managing Director, Beetaloo EnergyOur previous interview: https://www.cruxinvestor.com/posts/empire-energy-asxeeg-racing-to-unlock-vast-australian-shale-gas-resource-4901Recording date: 7th August 2026Beetaloo Energy Australia, formerly Empire Energy Group, is moving toward a crucial milestone in the development of the Northern Territory's Beetaloo Basin, with first gas from its Carpentaria pilot now targeted for the fourth quarter of 2026. The updated schedule is later than the company's previously indicated 2025 timeframe, reflecting construction and commissioning realities rather than a change in the project's resource base or contracted sales position.Three wells have been connected to a pilot pad located approximately five kilometres from the Carpentaria gas plant, whose construction and flowline installation are largely complete. The project is supported by a binding 10-year gas sales agreement with the Northern Territory Government. The contract provides fixed-price revenue with a consumer price index-linked escalator, giving Beetaloo visibility over near-term cash flows. Initial supply is expected to reach 10 terajoules per day, potentially increasing by another 15 terajoules per day once pipeline-flow infrastructure is upgraded.The company reports approximately A$125 million in available liquidity, divided roughly between cash and undrawn facilities, including Macquarie Bank funding for the gas plant. Management says this provides sufficient funding through first gas without an immediate need for further equity.However, well economics remain dependent on substantial cost reductions. Recent wells cost more than A$50 million each, partly because of Australia's remote logistics and high transport costs. Beetaloo expects year-round drilling and stimulation to eventually halve well costs, supporting targeted internal rates of return of 30% to 50%.A separate growth opportunity comes from a non-binding memorandum of understanding with Halliburton for Beetaloo Digital, a proposed AI data centre near Darwin. Halliburton would contribute power-generation expertise, while Beetaloo's role would remain focused on supplying gas rather than owning or operating the facility.Longer term, demand could come from Northern Territory industry, east-coast gas shortages and LNG exports. Nevertheless, the investment case remains exposed to first-gas delays, high initial well costs, third-party pipeline investment and the uncommitted status of the data-centre proposal.Learn more: https://www.cruxinvestor.com/companies/empire-energy-groupSign up for Crux Investor: https://cruxinvestor.com

Heavy rain continued to batter parts of central and eastern China on Wednesday as the remnants of Typhoon Dolphin combined with other weather systems, prompting authorities to maintain orange alerts for torrential rain and geological disasters.8月12日，台风“白海豚”残余云系与其他天气系统共同影响，持续侵袭中国中东部部分地区，促使有关部门维持暴雨和地质灾害橙色预警。The National Meteorological Center on Wednesday renewed an orange alert for heavy rain, the country's second-highest warning level, forecasting heavy to torrential rain from Wednesday afternoon through Thursday afternoon in parts of Henan, Hubei, Anhui, Zhejiang, Shandong and Hebei provinces, as well as Shanghai, Beijing and Tianjin.中央气象台8月12日继续发布暴雨橙色预警——这是国内第二高级别的预警等级，预计8月12日下午至8月13日下午，河南、湖北、安徽、浙江、山东、河北等省以及上海、北京、天津的部分地区将出现大到暴雨。Parts of western and central Henan along mountain areas could see exceptionally heavy rainfall of 250 to 280 millimeters.河南西部和中部沿山地区可能出现250至280毫米的极端强降雨。The rain is expected to be accompanied by short-duration intense rainfall, with hourly precipitation of 20 to 50 mm and locally more than 80 mm, as well as thunderstorms and strong winds in some areas.预计降雨将伴有短时强降水，小时雨量20至50毫米，局地可达80毫米以上，部分地区还将出现雷暴和大风天气。The Ministry of Natural Resources and the China Meteorological Administration jointly issued an orange alert for meteorological risks of geological disasters at 8 am Wednesday.自然资源部与中国气象局于8月12日上午8时联合发布地质灾害气象风险橙色预警。From Wednesday to Thursday, parts of Beijing, Hebei, Zhejiang, Henan and Hubei face high risks of rainfall-triggered geological disasters.8月12日至8月13日，北京、河北、浙江、河南和湖北的部分地区面临降雨引发地质灾害的高风险。Local governments and relevant departments are urged to implement emergency plans and strengthen monitoring and prevention measures.有关部门敦促地方政府和相关部门启动应急预案，加强监测和防范措施。People in areas under orange geological disaster alerts who are threatened by known hazards or high-risk zones should evacuate promptly to designated shelters when instructed by local authorities.处于地质灾害橙色预警区域、受到已知隐患点或高风险区威胁的群众，应按照当地政府指令，及时撤离至指定安置点。thunderstorms /ˈθʌndəstɔːmz/雷暴meteorological risks /ˌmiːtiərəˈlɒdʒɪkəl rɪsks/气象风险emergency plans /ɪˈmɜːdʒənsi plænz/应急预案monitoring and prevention measures /ˈmɒnɪtərɪŋ ənd prɪˈvenʃən ˈmeʒəz/监测和防范措施evacuate /ɪˈvækjueɪt/撤离

Tony and Cody chop it up on some ASGA "to-dos", industry "to-don'ts" and a quality coffee recommendation.

Interview with Chad Peters, President & CEO of Ridgeline Minerals Corp.Our previous interview: https://www.cruxinvestor.com/posts/ridgeline-minerals-tsxvrdg-600m-free-carry-potential-on-partner-funded-crd-discovery-8609Recording date: 7th August 2026Ridgeline Minerals has completed the sale of four early-stage Nevada gold exploration projects to Nevada Gold Mines (NGM), generating US$23.15 million in cash and a return of more than 350% on its invested capital. The transaction, which closed on August 3, involved Ridgeline's interests in the Swift and Black Ridge earn-in agreements, as well as its Bell Creek and Atlas projects.The sale gives Ridgeline approximately C$33 million in cash and C$3 million in marketable securities. Together, those assets exceed the company's market capitalisation of about C$24.5 million, substantially reducing its near-term financing and dilution risk. Management says the strengthened treasury will support new project staking, exploration, potential acquisitions and, possibly, shareholder returns.Ridgeline retained its flagship Selena project, a 39-square-kilometre carbonate replacement deposit target being advanced through a US$20 million earn-in agreement with South32. South32 has committed US$4 million for drilling in 2026, fully funding the programme. The project gained importance after the 2025 discovery of high-grade massive sulphide mineralisation at the Chinchilla Sulphide zone. South32 has compared the early-stage discovery with its Taylor deposit in Arizona, although Selena does not yet have a formal mineral resource estimate.The company also continues to own Big Blue and Coyote outright. Big Blue is a copper-silver-tungsten exploration project with encouraging historical and recent drill and trench results. Coyote is an undrilled Carlin-type gold target located near NGM's Black Ridge project and approximately four kilometres from the Fallon gold resource, making it a potential partnership or transaction candidate.Ridgeline additionally holds a 17.3% stake in Spartan Metals and a 1% royalty on metals from Spartan's Eagle tungsten project. The company's next challenge is converting its financial strength and exploration portfolio into further discoveries, particularly through Selena's 2026 drilling and future work at its 100%-owned Nevada properties.View Ridgeline Minerals' company profile: https://www.cruxinvestor.com/companies/ridgeline-mineralsSign up for Crux Investor: https://cruxinvestor.com

Get to know the goatfishes and their special place in Hawaiian culture. From keiki fishing for ʻōama with cane poles to the deeper meaning behind the endemic kūmū, we explore the efforts across the Hawaiian Archipelago to connect with and conserve these wonderful fish. Our guest is Jake Reichard with Hawaii's Department of Land and Natural Resources' Division of Aquatic Resources.

Send us Fan MailLisa Weissler is the author of the 2025 book, Capitol Crude: the Impact of Oil on Alaska Politics. The book was the recipient of a 2025 Alaska Historical Society award for its promotion and understanding of Alaska history. Lisa began working in the Alaska State Capitol in 1981 where she staffed for Rep. Sam Cotten of Juneau. She later worked for Representatives Fred Zaroff of Kodiak, Ethan Berkowitz of Anchorage, and Beth Kertulla of Juneau, and Senator Hollis French of Anchorage. Interspersed between legislative staffing gigs she worked for the Department of Natural Resources, went to law school at the University of Oregon, clerked for Judge Bud Carpeneti, worked for Alaska's Coastal Program in Governor Knowles Administration, and worked for Department of Law in the Oil & Gas Division in Governor Palin's administration. Finally, in Governor Walker's Administration, she was tasked with writing a paper on the history of Alaska's oil and gas tax credit system. That paper eventually became the book we are talking about today. 

Interview with Hugh Agro, President & CEO of Revival Gold Inc.Our previous interview: https://www.cruxinvestor.com/posts/made-in-america-revival-gold-tsxvrvg-the-case-for-us-based-gold-development-10516Recording date: 6th August 2026Revival Gold Inc. (TSXV:RVG) is a Toronto-headquartered gold developer advancing two brownfield, pure-gold assets in the western United States: the Mercur Gold Project in Utah and the Beartrack-Arnett Gold Project in Idaho. Both sit on historically productive ground with existing infrastructure, which the company argues reduces development risk and capital intensity relative to greenfield alternatives.Mercur, at the preliminary economic assessment (PEA) stage, is the company's near-term production driver. The May 2025 PEA outlined a 66 Mt resource grading 0.60 g/t gold for 1.275 million ounces contained, average annual production of 95,600 ounces over a 10-year mine life, initial capex of $208 million, a 56% after-tax internal rate of return, and an after-tax NPV of $741 million at a 5% discount rate and $3,000 gold (rising to $1,270 million at $4,000 gold). The company is roughly halfway through an 18,000-metre drilling programme aimed at converting inferred resources to measured and indicated categories, with a Preliminary Feasibility Study targeted for completion by the end of Q1 2027 and construction decision expected in 2028.Beartrack-Arnett is further along, at Preliminary Feasibility Study (PFS) stage for its first-phase open-pit heap leach restart, with a 2023 PFS outlining 65,300 oz gold per year over eight years at $1,248/oz all-in sustaining cost, $109 million pre-production capex, and an after-tax NPV of $484 million (80% after-tax IRR) at $3,000 gold. Behind that sits a second-phase, higher-grade underground opportunity at the Joss zone, currently an inferred resource of 877,000 ounces at 4.05 g/t. A 5,500-metre 2026 drilling programme targeting expansion of that underground resource recently returned one of the project's strongest intercepts to date: 3.43 g/t gold over 131.7 metres, including 6.56 g/t gold over 42.5 metres, at hole BT26-255D, extending known continuity to roughly 850 metres of vertical extent. The zone remains open along strike and at depth.Combined, the two projects represent an after-tax NAV of $1.225 billion at a 5% discount rate and $3,000 gold price, against a basic market capitalisation of approximately C$211 million, a 0.11x price-to-NAV ratio that the company positions against a 0.35x average for US developer peers, citing S&P Global Market Intelligence data. Estimated cash of C$27.8 million is stated to fund both projects through to Mercur's construction decision.Ownership is institutionally weighted, with institutions and corporates representing 59% of the capital structure, including EMR Capital, Konwave, and Dundee Corporation among named holders. Basic shares outstanding stand at 319.4 million, with 359.6 million fully diluted.Key near-term catalysts include the Mercur PFS (end of Q1 2027), pending Joss wedge-hole assay results, initial Mercur metallurgical column test results (expected before the end of August 2026), and continued Mercur infill and expansion drilling results through the remainder of 2026.View Revival Gold's company profile: https://www.cruxinvestor.com/companies/revival-gold-incSign up for Crux Investor: https://cruxinvestor.com

Recording date: 6th August 2026Olive Resource Capital posted a modest decline in July, with its portfolio down just over 1% for the month. Management characterizes the result as effectively flat, given the heightened volatility that defined the period and the fund's favorable performance relative to its internal peer benchmark.Oil and copper led commodity markets higher during July. Oil rebounded on renewed tensions around the Strait of Hormuz, while copper climbed to fresh yearly highs as Chinese warehouse inventories drew down faster than anticipated and production disruptions hit major Chilean mines. Together, these factors created a constructive supply-demand backdrop that management expects to persist in the near term.Precious metals staged a late-month recovery, supported by a US dollar reversal tied to the Federal Open Market Committee's July meeting. Despite gains in gold and silver, precious metals equities broadly lagged, with some declining even as underlying metal prices rose. This divergence between commodity prices and related stocks has been a recurring theme through the first half of 2026.Olive Resource Capital used the month's volatility strategically. Management deployed capital during risk-off periods and leveraged thinner summer liquidity to add positions in energy, uranium, copper, and gold. Notable additions included new buying in CANEX Metals following its consolidation with Gold Basin Resources, and continued accumulation in Prospector Metals, which has moved into the fund's top ten holdings.Looking ahead, management is watching for early drill results from Prospector Metals in early September as a key near-term catalyst. The fund is also positioning for a seasonal pickup in news flow and financing activity through the autumn, consistent with its historical pattern of using the July-August window for accumulation ahead of stronger market conditions in the fall.The Strait of Hormuz situation remains the dominant macro driver, though management notes the market appears to be growing less sensitive to individual headlines as investors conclude the current level of aggression is unsustainable for all parties involved.Sign up for Crux Investor: https://cruxinvestor.com

Interview with Robin Dunbar, President & CEO of Grid Metals Corp.Our previous interview: https://www.cruxinvestor.com/posts/grid-metals-tsxvgrdm-positioning-for-near-term-production-in-the-ultra-rare-cesium-market-9448Recording date: 6th August 2026Grid Metals Corp. is advancing the Falcon West project in southeastern Manitoba toward a maiden mineral resource estimate for cesium and lithium. The company has commissioned SGS Canada Inc. to prepare a NI 43-101-compliant estimate for the Lucy South pegmatite, with results expected in fall 2026. The announcement represents a potentially important milestone because pollucite, the primary cesium-bearing mineral targeted at Lucy South, is exceptionally rare. Only three pollucite deposits worldwide have ever reached production.Lucy South is located approximately 130 kilometres east of Winnipeg, directly beside the Trans-Canada Highway. Its mineralisation is shallow, occurring from less than two metres to roughly 40 metres below surface. Drilling has outlined a cesium-rich zone measuring approximately 120 by 50 metres. Recent results included an intercept grading 5.44% cesium oxide and 1.52% lithium oxide over 2.75 metres, including 1.55 metres grading 8.49% cesium oxide.Grid believes the project could be developed using a relatively simple processing approach. The proposed flowsheet involves crushing and X-ray transmission ore sorting, without water, flotation, milling, or a tailings facility. Management has estimated total project capital costs at less than C$10 million, comparing the concept more closely to a quarry than a conventional mine.The project is supported by Avenir Minerals, a wholly owned subsidiary of Agnico Eagle Mines. Avenir invested C$3.75 million for an initial 15% interest in Falcon West, while Grid retains 85% and operatorship. Avenir also holds options linked to the Lucy South resource, a future preliminary economic assessment, and mine-plan milestones.Beyond cesium, Grid offers exposure to a broader Manitoba portfolio. Teck Resources is funding work at the Makwa nickel project, Boliden can earn an interest in Thompson East, and Grid also holds the Mayville copper and Donner lithium projects.The Lucy South resource estimate is therefore both a technical milestone and a potential valuation catalyst, while the company's partner-funded portfolio provides diversification across several critical minerals.View Grid Metals' company profile: https://www.cruxinvestor.com/companies/grid-metals-corpSign up for Crux Investor: https://cruxinvestor.com

In this episode, John Passalacqua, CEO of First Phosphate Corp. explains two major government-backed catalysts advancing the company's flagship Bégin-Lamarche igneous phosphate project in Saguenay–Lac-Saint-Jean, Québec. First, Bégin-Lamarche was selected for "Filon" support status with Québec's Ministry of Natural Resources and Forests, an initiative designed to accelerate mining projects in the province. Second, First Phosphate finalized agreements for an addition $4.84 million in non-repayable contributions from the Government of Canada, via Natural Resources Canada's First and Last Mile Fund, to advance the Bégin-Lamarche deposit. This new funding adds to the $16.7 million already committed by NRCan in March 2026 through the Global Partnerships Initiative — bringing total recent federal backing north of $21.5M. Both announcements reflect Ottawa's and Québec's shared push to build out domestic critical minerals supply chains for the North American LFP battery sector — de-risking permitting timelines and infrastructure costs for First Phosphate ahead of construction. Tickers: CSE: PHOS – FSE: KD0 – OTCQX: FRSPF – OTCQX-ADR: FPHOY Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 Sponsor First Phosphate pays Mining Stock Education a United States dollar ten thousand per month coverage fee. First Phosphate's forward-looking statement found in the company's presentation applies to the content of this interview. MSE offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. If you buy stock in a company featured on MSE, for your own protection, you should assume that it is MSE's owner personally selling you that stock. 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/

This week on The Land Show, our host Jonathan Goode speaks with:   - Chris Blankenship, Commissioner of Alabama's Department of Natural Resources, joins us to discuss some great accomplishments across Alabama's State Lands Department, in our State Parks, and with Fish and WIldlife. http://www.outdooralabama.com   - Chris Hutzler, owner of Common Ground Outoors, is on to discuss some recent improvements and work he is doing to his Big Ridge property in northeast Alabama.    - Josh Smitherman, of Smitherman Farms in Clanton, talks about end of summer fruits and produce, and what he has heading into the fall.   Thanks to our generous sponsors that make it possible to bring you The Land Show every week: Alabama Ag Credit,  Farm & Forest Brokers, First South Farm Credit, The Land Report, LandThink, and LandFlip.   Subscribe to The Land Show, anywhere you get quality podcasts. If you like our content, please give us a positive review so others can find us as well. Farm & Forest Brokers is Setting the Standard in Alabama Land Sales. Call or text us today at 205-340-3946 to help with any of your land needs.  

Interview with Aaron Revelle, MD & CEO of Pursuit MineralsRecording date: 5th August 2026Pursuit Minerals is advancing a small-scale lithium development strategy in Argentina while preparing to test a newly defined gold-silver exploration system. The company's flagship Rio Grande Sur project, located on the Rio Grande Salar in Salta province, is supported by a completed Pre-Feasibility Study for an initial 5,000-tonne-per-year lithium carbonate operation.The study outlines a net present value of approximately $364 million, estimated capital costs of $120 million to $157 million and an internal rate of return of about 22%. With forecast operating costs of roughly $6,500 per tonne, the project is positioned in the lower quartile of the global cost curve. Pursuit has also produced technical-grade lithium carbonate with 99.5% purity from its pilot plant, providing practical validation of the proposed processing flowsheet.The company is relocating the pilot plant to Rio Grande Sur to test the process using site brine and local operating conditions. It has also expanded its landholding by 1,362 hectares through an acquisition from REMSA, bringing the project's total tenement area to approximately 10,595 hectares. Diamond drilling is now underway at the Mito target, where geophysical surveys identified a deep, basin-scale conductive anomaly.Pursuit is assessing larger production scenarios through Stage 2 Pre-Feasibility Study addendums, including lithium carbonate and lithium chloride options. Its proposed development model is to secure an offtake partner, use project debt to fund the initial operation and expand production after the base plant generates cash flow.The company's second asset, the Sascha Marcelina gold-silver project in Santa Cruz province, has advanced following geological mapping that identified five priority targets. An induced polarisation survey is underway, with maiden drilling expected to begin from September 2026.Pursuit held $3.068 million in cash at 30 June 2026 and owned a $4.82 million stake in Kendrick Resources. While its modest market capitalisation and low-capex strategy may offer leverage to improving lithium demand, securing construction finance remains the critical challenge.View Pursuit Minerals' company profile: https://www.cruxinvestor.com/companies/pursuit-minerals-limitedSign up for Crux Investor: https://cruxinvestor.com

https://www.outdoornews.com/wp-content/uploads/2026/08/Aug-8-long-show.mp3 Brad Parsons recently announced his retirement from the Minnesota Department of Natural Resources fisheries division effective this September, and he joins Rob Drieslein for a two-part interviewing recapping his career and analyzing the state of sportfishing in the state. Tim Lesmeister also joins Drieslein to make the case for his favorite new location app, What3words. The pair also discuss the status of sharp-tailed grouse in Minnesota and Wisconsin where seasons for the gamebird have been restricted, or even closed. The post Episode 604 – Retiring MN DNR fisheries chief Brad Parsons, “What3Words” app, sharp-tailed grouse appeared first on Outdoor News.

Recreational fires are now banned throughout unincorporated Clark County effective immediately, joining a campfire ban already in place from the Washington State Department of Natural Resources. Fire Marshal Donna Goddard says the restriction is a necessary step to prevent escaped campfires from igniting larger grass or brush fires. https://www.clarkcountytoday.com/news/burn-ban-expanded-in-unincorporated-clark-county/ #BurnBan #ClarkCounty #WildfirePrevention #FireSafety #VancouverWA #WashingtonState #OutdoorBurning #FireMarshal #RecreationalFire

Interview with Philip Williams. Director & CEO of IsoEnergy Ltd.Our previous interview: https://www.cruxinvestor.com/posts/isoenergy-tsxiso-toro-acquisition-adds-75-mlbs-of-uranium-to-portfolio-growth-plan-10865Recording date: 5th August 2026IsoEnergy Ltd. (NYSE American: ISOU; TSX: ISO) has entered into a definitive agreement with DISA Technologies to form DISA Uranium Corporation, a new technology-enabled uranium company combining IsoEnergy's Utah mine portfolio with DISA's proprietary ore-processing and remediation businesses. Under the agreement, IsoEnergy will contribute its Utah Portfolio, comprising the Tony M Mine, Daneros Mine, Rim Mine, Sage Plain Project, and Flatiron Project, in exchange for 1,677,350 shares of common stock in the new entity.DISA Uranium has secured commitments for a US$105 million private placement led by Tembo Capital, with strategic participation from BHP Ventures, Galvanize Climate Solutions, Valor Equity Partners, Evok Innovations, Halliburton Labs, and Veriten. IsoEnergy is contributing US$33 million to that round and will emerge as DISA Uranium's largest shareholder, holding approximately 33% on a fully diluted basis alongside two board seats. The financing implies a pro forma fully diluted equity value of roughly US$505 million for the new company.At the core of the platform is DISA's High-Pressure Slurry Ablation technology, which preliminary testing at Tony M suggests can reduce feedstock volumes by around 78% while recovering approximately 88% of contained uranium, materially improving the economics of trucking and processing. DISA Uranium also holds the only US Nuclear Regulatory Commission license authorising uranium recovery from legacy mine waste across multiple sites, giving it access to more than 15,000 identified abandoned uranium mine locations across the western United States.For IsoEnergy shareholders, the transaction crystallises value from a previously standalone asset base while preserving meaningful upside through continued ownership and governance influence. Management has also flagged early-stage plans to explore a new domestic uranium processing mill, the first of its kind built in the US in more than four decades, subject to feedstock consolidation. The transaction is expected to close in August 2026.—Learn more: https://cruxinvestor.com/companies/isoenergySign up for Crux Investor: https://cruxinvestor.com

Join the Everyday Environment team for our fifth season chatting with experts, researchers, and professionals in the environmental field. Erin, Amy, and Abigail go over the theme for season five and the very exciting guests they have in store. Share your own Everyday ObservationWas there something about this topic we didn't cover? See something cool in nature? Let us know! Send us your question or share your everyday nature observation with us at go.illinois.edu/EEconnect, and we may share it in a future blog or podcast.Questions? We'd love to hear from you!Abigail Garofalo aeg9@illinois.edu, Erin Garrett emedvecz@illinois.edu, Amy Lefringhouse heberlei@illinois.edu Subscribe to our NewsletterCheck out our BlogSee the Everyday Environment Archives

Cassi Camara is a Conservation Communications Consultant who recently completed her PhD in Human Dimensions of Natural Resources. She is also an Environmental Education Specialist for the Virginia Department of Conservation and Recreation. Collectively, her work integrates research and practice across governance, policy, education, and communication, with the aim of cultivating environmentally literate citizens, across the globe.Cassi spoke about her experience at Wolf Connection, some of the barriers in achieving environmental policy, and the positive impacts environmental education can have not only for students, but facilitators and teachers as well. Cassiopeia ConsultingCassiopeiacamara.com@thewolfconnectionpod

Recording date: 3rd August 2026The royalty and streaming sector rarely moves this fast, yet seven structurally distinct transactions closed or were announced in barely two months—ranging from a US$1.9 billion uranium-and-land merger to a $132.5 million iron ore royalty tied to America's critical minerals push. The pace signals a sector adapting to a new reality: capital is increasingly pricing time-to-production risk, not just geological risk.Uranium Royalty Corp's combination with Sweetwater Royalties dominates by headline value, implying a US$1.9 billion enterprise value for the Orion- and Ontario Teachers'-backed platform. Unlike conventional single-commodity deals, Sweetwater bundles uranium royalties with substantial land and trona-royalty positions in Wyoming. At the opposite end of the risk spectrum sits LunR Royalties' all-equity silver stream on Lundin Gold's Fruta del Norte mine in Ecuador—a deal with a payback period stretching into decades, reflecting how buyers must reach to compete with Silver Wheaton for scarce, high-quality silver assets.Between these extremes lie diverse structures: Triple Flag Precious Metals' US$440 million gold stream on Queensland's newly restarted Ravenswood mine; Elemental Royalty Corp's C$327 million acquisition of Vizsla Royalties' district-scale Panuco NSR in Mexico; a zero-cost reserve expansion on Elemental's Karlawinda royalty expected to lift annual payments toward $12.3 million; The Metals Royalty Company's $132.5 million Mesabi iron ore royalty in Minnesota; and Canadian Copper Inc's $44 million project-finance package with OR Royalties.Electric Royalties CEO Brendan Yurik warns that headline percentages mask critical buried terms. Automatic thresholds can halve or zero out payments once milestones are hit; net profits interests (NPIs) pay nothing if operators aren't profitable; and buyback clauses create asymmetric risks. Yurik's own firm holds 43 royalties across eight or nine metals in safe jurisdictions—a diversification strategy deliberately avoiding the single-asset concentration of $300 million-plus deals.Underpinning the activity is a demand picture investors are only beginning to model. Five years ago, copper forecasts assumed linear EV adoption; today, AI-driven demand alone could add roughly 50% to consumption over coming decades, with robotics poised to rival that impact. Supply remains equally constrained: ore deposits take millions of years to form, permitting runs a decade or more, and many producing mines are in their final years. The royalty surge reflects capital positioning for a structural gap between demand nobody has fully modelled and supply that cannot expand on anything but a multi-decade timeline.Sign up for Crux Investor: https://cruxinvestor.com

Whether it's backup power for a hospital or a microgrid for a public facility, FEMA's hazard-mitigation programs are designed to reduce future disaster losses before they occur. A recent GAO review examined how communities make the case for those investments and how FEMA evaluates whether they're worth the cost Joining me now is Janet McKelvey, Acting Director for Natural Resources and Environment at GAO. Read the report here: https://www.gao.gov/assets/gao-26-108470.pdf See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Jacob and Eric chat about what summer looked like for the Deer Lab and some of the less discussed aspects of academia. Check out the MSU Deer Lab's online seminar series (here) and select the Natural Resources option from the Categories drop-down menu. You will need to create an account to view the seminars. The seminars are free unless you are seeking professional educational credits. Also, be sure to visit our YouTube channel (here)

Thirty years ago, the People's Republic of China ratified the UN Convention on the Law of the Sea. Since then, Beijing has frequently invoked UNCLOS to support its maritime claims and legal positions, while advancing interpretations of the Convention that many other states –but not all – reject.  This June the China Institute for Marine Affairs under the Ministry of Natural Resources marked the 30-year anniversary with an extensive report providing Beijing's interpretation of UNCLOS, including its account of the 2016 arbitral award that found China's expansive maritime claims in the South China Sea as lacking a legal basis under the Convention.  To examine the PRC's evolving interpretation of UNCLOS and Chinese maritime activities, and how both are being used to advance Chinese interests, I'm joined today by Dr. Peter Dutton. Peter is a Senior Research Scholar in law and senior fellow in the Paul Tsai China Center at Yale Law School. Previously, he held several positions at the U.S. Naval War College, including as director of the China Maritime Studies Institute. He served in the US Navy for more than 40 years in several capacities, including as a Judge Advocate and naval flight officer.   Timestamps:  [00:00] Introduction  [01:45] UNCLOS and China's Approach to International Law   [04:48] Favorable Interpretations of UNCLOS for China  [07:07] Unpacking Wu Shicun's Comments on Future Construction  [10:47] Capitalizing versus Defending Interests  [16:56] Potential Deterrence Options for the US and Allies  [19:14] Renegotiating the Law of the Sea Convention?   [22:45] Updated Arguments to the 2016 Ruling   [25:50] China's Strategy and Relying on Power  [29:03] Indicators and Actions to Watch For   

Interview with Rodrigo Roso, Director & CEO of Scotia MetalsRecording date: 30th July 2026Scotia Metals Corp has emerged as a significant new player in Canada's lithium sector, positioning itself as the largest lithium landholder in Nova Scotia with 37,268 hectares across 43 licences. Formed through a July 2026 business combination, the company controls a land package extending more than 80 kilometres along a प्रमुख geological corridor, directly adjacent to the Brazil Lake spodumene deposit, which hosts an estimated 10 million tonnes grading 1.20% Li₂O.Early exploration at Scotia's flagship Green Wolf target has produced encouraging results, including more than 30 spodumene-bearing boulder samples grading between 1% and 3.40% Li₂O. The size, distribution, and angular nature of these boulders suggest multiple nearby pegmatite sources, indicating strong potential for bedrock mineralisation within the company's claims.Scotia Metals is led by CEO Rodrigo Roso and a management team with experience in building and exiting resource companies, including roles at Galaxy Resources, Allkem, and K92 Mining. The company raised approximately $5.8 million alongside its listing and maintains a tightly held share structure, with about 50% owned by insiders and 40% by long-term backers, aligning interests toward sustained project development.The company plans to begin scout drilling in the third quarter of 2026, followed by more extensive resource-definition drilling aimed at supporting a maiden resource estimate. However, timelines for this milestone remain unclear, with guidance ranging from late 2026 to 2027.Scotia benefits from strong infrastructure, including proximity to ports, highways, and power, as well as supportive provincial policies for critical minerals. With lithium prices rebounding sharply after a recent downturn and long-term demand driven by electric vehicles and energy storage, Scotia Metals is positioning itself to capitalize on a strengthening market while advancing one of Atlantic Canada's most prospective new lithium districts.Sign up for Crux Investor: https://cruxinvestor.com

Welcome to the daily304 – your window into Wonderful, Almost Heaven, West Virginia. Today is Tuesday, Aug. 4, 2026. #1 – From WV METRO NEWS – Veteran officer named DNR law enforcement colonel After nearly four decades of service, Dave Trader is leading the next chapter of the West Virginia Natural Resources Police. Trader recently took the oath as colonel of the agency after serving in a variety of leadership roles since joining the Division of Natural Resources in 1989. As colonel, he plans to continue investing in officer training, technology and public service while protecting West Virginia's fish, wildlife and outdoor resources for future generations. Read more: https://wvmetronews.com/2026/07/27/trader-promoted-to-dnr-law-enforcement-colonel/ #2 – From WV NEWS – Five unforgettable family destinations From mountain adventures to historic landmarks, West Virginia offers experiences the whole family can enjoy. WV News highlights five iconic places to explore together, including destinations known for scenic beauty, outdoor recreation and small-town charm. Whether you're planning a weekend road trip or a summer vacation, these attractions showcase a variety of experiences for everyone. Visit wvtourism.com to learn more about great family destinations in Almost Heaven. Read more: https://www.wvnews.com/5-iconic-places-in-the-state-to-take-the-family/article_41737f20-0835-4a43-adcd-13886296f945.html #3 – From WV EXPLORER – Helping tourism grow the right way Tourism can strengthen rural communities when growth is thoughtfully managed. Researchers with West Virginia University are working with communities across the region to develop tools that measure tourism's economic, social and environmental impacts. The effort helps local leaders make informed decisions that support economic opportunity while preserving the character and quality of life that make West Virginia's communities unique. Read more: https://wvexplorer.com/wvu-tourism-study-rural-communities-sustainable/ Find these stories and more at wv.gov/daily304. The daily304 curated news and information is brought to you by the West Virginia Department of Commerce: Sharing the wealth, beauty, and opportunity in West Virginia with the world. Follow the daily304 on Facebook, Twitter, and Instagram @daily304. Or find us online at wv.gov and just click the daily304 logo. That's all for now. Take care. Be safe. Get outside and enjoy all the opportunity West Virginia has to offer.

On this exciting episode of Fishing the DMV I have on Virginia Department of Wildlife Resources biologist John Odenkirk for an in-depth Lake Anna fishing report covering largemouth bass, northern snakeheads, striped bass, hybrid stripers, Saugeye, crappie, chain pickerel and the lake's forage populations. Anglers fishing Lake Anna, the North Anna River, Pamunkey Creek, Contrary Creek and the greater Fredericksburg and Spotsylvania County area will get a detailed look at why this Virginia fishery continues to improve.Lake Anna's largemouth bass population is producing historic survey results. During DWR's latest standardized electrofishing survey, biologists collected an average of 138 bass per hour and 122 adult, stock-size bass per hour—both new records for the lake's long-term sampling program. John explains why those numbers are so impressive for a large, clear-water reservoir and how submerged aquatic vegetation, water willow, woody cover, abundant forage and a productive watershed have helped Lake Anna move far beyond its old “Dead Sea” reputation.We also break down the return of hydrilla and other aquatic vegetation, the difference between today's limited grass carp management and the massive stockings of the 1990s, and why healthy vegetation matters for bass habitat, shoreline protection and nutrient control. John discusses wake-boat concerns in the narrower portions of the lake, harmful algal blooms, drought conditions and the potential effects of future water demands and data-center development within the North Anna watershed.Beyond largemouth bass fishing, this episode covers the future of Lake Anna's northern snakehead population, DWR's striped bass and hybrid striped bass stocking strategy, and the major success of the saugeye program. John explains why pure stripers grow slowly at Lake Anna, why hybrids may be better suited to the reservoir and where anglers may find saugeye during the winter. We also discuss rising crappie numbers, chain pickerel in the upper Contrary Creek area, the difficulty of measuring blueback herring and threadfin shad, and other improving Virginia bass fisheries such as Nye Reservoir, Occoquan Reservoir and the tidal Rappahannock River.In this episode, we cover:Record-setting Lake Anna largemouth bass survey resultsHow hydrilla, water willow and aquatic habitat support bassNorthern snakehead population trends and possible future regulationsStriped bass, hybrid striped bass and saugeye stocking updatesCrappie, chain pickerel and Lake Anna forage populationsProductive areas of the North Anna and Pamunkey armsGrass carp management, wake boats and shoreline erosionNi Reservoir, Occoquan Reservoir and tidal Rappahannock bass fishing Please support Fishing the DMV on Patreon!!! https://patreon.com/FishingtheDMVPodcastFishing the DMV now has a website: https://www.fishingthedmv.com/ If you are interested in being on the show or a sponsorship opportunity, please reach out to me at fishingtheDMV@gmail.comNorthern Snakehead: https://dwr.virginia.gov/fishing/snakehead/#:~:text=Any%20unusual%20fish%20needs%20to,804%2D367%2D2925). Report snakehead: 804-367-2925Virginia Department of Natural Resources website: https://dwr.virginia.gov/fishing/ Jake's bait & Tackle Website: http://www.jakesbaitandtackle.com/ Link to Tactical Fishing Company: https://tacticalfishingco.com/ Fishing Pro Tech: https://www.facebook.com/FishingProTech Phone Number: (757) 566-1278 Email: lin@fishingprotech.us Fishing Pro Tech Address: 7812-A Richmond Road, Toano, VA, United States, 23168 Flint Financial Planning: https://www.flintfinancialplanning.com/ FITT Lures: https://bit.ly/4w5lgHtSupport the show

Interview with Chris Eger, CEO & Managing Director of Resolute Mining.Our previous interview: https://www.cruxinvestor.com/posts/resolute-mining-lsersg-gold-turnaround-reaches-inflection-point-5324Recording date: 30th July 2026Resolute Mining is executing a multi-year transformation from a single-jurisdiction Mali gold producer into a diversified, four-country West African miner, and CEO Chris Eger's message to investors is that the market hasn't yet caught up with the progress made in 2026.The near-term production base remains Syama (Mali) and Mako (Senegal), guided to a combined 250,000-275,000oz in 2026 at an AISC of $2,000-2,200/oz. Syama is completing a sulphide conversion project this year that lifts processing capacity to 4.0Mtpa, while Mako is bridging toward its next production phase via satellite deposits at Tomboronkoto and Bantaco, expected to extend that operation's life to 2033.The growth story sits in Côte d'Ivoire. Doropo, acquired from AngloGold Ashanti in 2025, is now under construction and tracking toward first gold in H2 2028. At a US$4,000/oz gold price, the project's post-tax NPV is US$2,543 million with a 72% IRR and a 1.1-year payback — economics that look, on paper, difficult to ignore. Construction is well underway: 74 hectares cleared, 20km of access roads built, and key long-lead equipment packages awarded. Reserves of 2.5 million ounces sit within a 4.4 million ounce resource base that Eger expects to grow toward 3.5-4 million ounces of reserves over time.A second Côte d'Ivoire asset, the ABC project, saw its inferred resource expanded to over 3.0 million ounces in July 2026, up from 2.2 million ounces, following an aggressive 31,000m drill programme. Management is positioning ABC as Resolute's potential fourth mine, targeting feasibility study completion by the end of 2027.Financially, the company is in a strong position to fund this pipeline without near-term equity dilution: $317 million in net cash, $426 million in available liquidity, and freshly secured local bank facilities of $155 million (with $105 million more expected) to supplement Doropo's construction financing.The key risk factor, and the one Eger addressed most directly, is Mali's evolving fiscal and security environment. Royalty rates have risen materially since 2024, shifting the government-operator cash split from roughly 50/50 toward 60-65% in the government's favour, a trend Eger frames as a broader African pattern rather than Mali-specific resource nationalism. Security incidents in late 2025 and April 2026 disrupted operations temporarily, though Eger describes the situation as improving as of his most recent site visit.Valuation-wise, Resolute trades at the bottom of its West African peer group: 0.4x P/NAV, US$172/oz on reserves and US$63/oz on resources, all below the peer averages and, in several cases, the lowest in the comparable set. Management's thesis is straightforward: as Doropo comes online and the portfolio's geographic concentration in Mali falls from its current ~60% share of value, the valuation discount should narrow. For investors, the catalysts to watch over the next 12-18 months are Doropo construction milestones, ABC's feasibility progression, and any further developments in Mali's fiscal or security environment.Learn more: https://www.cruxinvestor.com/companies/resolute-miningSign up for Crux Investor: https://cruxinvestor.com

Interview with Drew Clark, President and CEO, Summit RoyaltiesOur previous interview: https://www.cruxinvestor.com/posts/summit-royalties-tsxvsum-targets-15m-revenue-run-rate-with-new-gold-streams-by-2028-10897Recording date: 28th July 2026Summit Royalties has added a new financing tool to a growth strategy that, until now, has relied almost entirely on equity. On July 27, the company announced a credit agreement with National Bank of Canada for a revolving facility with an initial US$25 million commitment, alongside an accordion feature providing for an additional US$25 million on the same terms — for total potential availability of US$50 million. The facility carries a three-year initial tenor, interest priced off SOFR or CORRA plus a leverage-dependent spread of 2.50% to 4.00%, and standard covenants including net leverage, interest coverage, and minimum liquidity requirements.Speaking to Crux Investor's Matt Gordon the day after the announcement, President and CEO Drew Clark was direct about what the debt is for and, just as importantly, what it isn't for. Summit's stated discipline is to use debt only against assets that will generate cash flow within three to five years — a narrower standard than the one that has applied to some of Summit's equity-funded acquisitions, including its recently closed purchase of Star Royalties, which added the Copperstone gold stream in Arizona to Summit's portfolio.Clark also used the interview to correct an earlier public framing of Summit's acquisition discipline. He clarified that roughly $250 million worth of transactions were rejected because Summit's own bids came in below sellers' clearing prices — for example, bidding $65 million on an asset that ultimately cleared at $80 million — rather than Summit walking away from opportunities that met its criteria. It's a useful clarification for investors trying to gauge how aggressively management is actually competing for assets versus how selectively it is declining them.On current market conditions, Clark described deal-making as comparatively easier than during the recent gold price peak, since the gap between long-term and spot pricing has narrowed. He flagged tungsten streams as a specific area of emerging opportunity alongside Summit's core precious metals focus, and noted that Summit is evaluating opportunities as both an acquirer and a potential acquisition target within the sector's ongoing consolidation.The most concrete disclosure for investors may be management's own valuation framework. Clark said the internal belief is that once Summit's revenue reaches somewhere between $20 million and $30 million annually, the company should re-rate toward 1 to 1.2 times NAV — in line with royalty peers — and toward 15-20 times revenue, versus a current multiple he characterised as below 10 times and a NAV multiple around 0.6 times. Management continues to target a production run rate of roughly 4,000 gold-equivalent ounces by the end of 2028 as the operational catalyst behind that thesis.Learn more: https://www.cruxinvestor.com/companies/summit-royaltiesSign up for Crux Investor: https://cruxinvestor.com

Interview with Jonathan Egilo, CEO, Axo MetalsOur previous interview: https://www.cruxinvestor.com/posts/axo-metals-tsxvaxo-brownfield-gold-restart-in-mexico-gains-momentum-ahead-of-september-pea-10759Recording date: 28th July 2026Axo Metals Corp. (TSXV:AXO) has removed the largest single risk on its San Antonio gold project's development timeline. On 27 July, Mexico's SEMARNAT approved the project's Environmental Impact Statement (MIA) - the primary permit required to build and operate the mine - roughly six months after Axo filed the application in January. That is well inside the one-year timeline management had originally guided investors to expect, and covers all of San Antonio's deposits (Sapuchi, Golfo de Oro and California) and existing infrastructure in a single approval.One administrative step remains: the Change of Use of Soils (CUS), a tree-clearing authorisation submitted earlier this year and expected to clear by year-end. It only affects mining at the three pits themselves - the project's existing carbon-in-column plant, crusher, stockpiles and camp are already fully permitted, meaning Axo can move toward stockpile reprocessing without waiting on it.With the MIA in hand, management has reallocated its drilling programme. Two of Axo's three active rigs - running a combined 3,000 metres a month - are now testing ground roughly 500 metres outside the current resource boundary, up from a programme previously weighted toward infill. That infill work is itself producing encouraging results: several holes have converted material previously modelled as waste into ore-grade intercepts, including 27.9 metres at 0.43 g/t gold roughly 100 metres from the nearest modelled ore domain.The company is also pushing back its Preliminary Economic Assessment by roughly two months from its original September target. Rather than publish a study anchored to San Antonio's pre-acquisition 2021 resource, management wants to fold in an updated estimate built on a full year of new drilling - meaning the PEA that eventually lands should reflect a materially different resource than the one the company inherited. A dedicated step-out and expansion drilling update is planned for September, separate from ongoing Sapuchi infill news flow, and will include first results from the high-grade El Tigre target, where channel sampling has already returned intercepts including 68.6 metres at 1.11 g/t gold.On capital allocation, Axo's $40 million February financing was earmarked specifically for San Antonio, and management has confirmed it is deliberately deprioritising near-term spending at La Huerta, its copper discovery in Jalisco, in favour of pushing San Antonio toward a construction decision. The company is also beginning to add Mexican open-pit, heap-leach construction personnel ahead of an expected full build phase at Sapuchi next year - a staffing transition modelled on sister company Silver Tiger's own shift from exploration to construction.As of the company's most recent investor materials (June 2026, pre-dating the permit approval), Axo carried roughly C$36.6 million in cash against a C$183.8 million market capitalisation and C$147.5 million enterprise value. For investors, the two nearest-term catalysts are the September drilling update and the revised PEA - both of which should offer the clearest test yet of whether San Antonio's resource is as substantially larger than its current 1.1 million ounces as management believes.Learn more: https://www.cruxinvestor.com/companies/axo-metals-corpSign up for Crux Investor: https://cruxinvestor.com

Thanks for listening to The Watershed, a podcast from We Are Water MN. In this episode, we're joined by eight Minnesotans who share a special connection to the Mississippi River: Tim Terrill, Darrin Hoverson, Heidi and Kadence Becker, Lori and Mike Becker, Devin Brown, and Tanáǧidaŋ Tó Wíŋ. 2026 marks 100 years of water quality testing on the Mississippi. Back in 1926, a study revealed severe pollution: only three fish were found in a 42-mile stretch of river between the Twin Cities and Hastings. The findings confirmed what residents already feared: the Mississippi was dead. But that study also sparked a century of collective action to restore and protect this vital waterway.  This year, a growing movement in the Twin Cities called Sacred Water Shared Future is honoring that legacy. Through community gatherings, storytelling, education, and conservation, the campaign celebrates the river's central role in our region while acknowledging its deep history, sacredness, and resilience. The hope is simple and powerful: that 2026 inspires collaboration and shared action and helps set the stage for the next hundred years of healing for the river and all the life it supports.  You can learn more about Sacred Water Shared Future at Sacred Water Shared Future, where you'll also find a full calendar of water‑focused events happening throughout the Twin Cities. The campaign is hosting opportunities for people to connect with the river in meaningful ways, from rafting trips and bike tours to seminars, workshops, concerts, logrolling, crating, and more. Each event offers a chance to celebrate the river, learn from it, and spend time with others who care about its future. You can learn more about We Are Water MN at We Are Water MN - Minnesota Humanities CenterSpecial thank you to Mumble Media, who conducted all the interviews with these community members. Thank you to our interviewees for this episode.We Are Water MN is a project of the Minnesota Pollution Control Agency and the Minnesota Humanities Center, in partnership with the Minnesota Historical Society; the Board of Water and Soil Resources; the Minnesota Departments of Agriculture, Health, and Natural Resources; and University of Minnesota Extension.We Are Water Minnesota is funded by the Clean Water Fund, part of the Clean Water, Land and Legacy Amendment, which was created by the vote of the people in Minnesota on November 4th, 2008.    You can find We Are Water MN on Instagram and Facebook, where you can follow along for the latest updates!Music Credits: Little Water Dreams by Tom_Hoffmeyer from   Pixabay.

With Mark Selby, CEO of Canada NickelIngo Hofmaier, CFO of LIfezone MetalsRecording date: 30th July 2026Indonesia has fundamentally shifted its nickel strategy—from flooding global markets to actively managing supply through royalties, quotas, and pricing formulas since late 2025. Executives from Canada Nickel and Lifezone Metals describe this as a structural change, not a temporary adjustment. They argue that the era of nickel priced under $15,000 per tonne is over, with $18,000–$19,000 now representing Indonesia's break-even and preferred operating range.Physical supply constraints are compounding policy-driven discipline. Indonesian ore grades fell about 8% last year and are expected to drop another 4–5% this year. Meanwhile, mixed hydroxide precipitate (MHP) production has slumped roughly 37% from its September 2025 peak, largely due to sulphur import bottlenecks tied to geopolitical tensions around the Strait of Hormuz.On the demand side, the market continues to overemphasize electric vehicle batteries while underestimating stainless steel, which accounts for the bulk of nickel consumption and is growing steadily at 4.6–4.8% annually. Both executives contend that consensus forecasts around 3% annual demand growth lag real trends, which have averaged nearly 7% since 2019.Canada Nickel's Crawford project in Ontario recently secured a federal Decision Statement, clearing its final major regulatory hurdle. The company now focuses on closing the last 10–20% of its financing package, with a construction decision targeted for 2027. Strategic investors include Anglo American, Agnico Eagle, Samsung SDI, and the Taykwa Tagamou Nation.Lifezone Metals is advancing its high-grade Kabanga project in Tanzania, where nickel grades exceed 2%, supported by copper, cobalt, and silver byproducts. With over $800 million of its $930 million capex already tendered and $37 million in cash on hand, Lifezone seeks to finalize equity financing ahead of a Final Investment Decision. Construction could begin within two to three years thereafter.Together, these developments signal a tighter, more disciplined nickel market—one where Western sulphide projects may finally find viable economic footing.Sign up for Crux Investor: https://cruxinvestor.com

Interview with Mike Sieb, President & Director of Getchell Gold Corp.Our previous interview: https://www.cruxinvestor.com/posts/getchell-gold-csegtch-low-cost-117000-oz-pa-with-105-year-life-of-mine-7731Recording date: 30th July 2026Getchell Gold Corp (CSE:GTCH) released a 2026 Preliminary Economic Assessment on its flagship Fondaway Canyon Gold Project in Nevada, marking the company's advancement toward a prefeasibility study. The PEA, prepared by SLR Consulting, is limited to the open-pit mineral resources in the project's Central Area.The updated 2026 Mineral Resource Estimate shows 999,000 ounces indicated (22.1 million tonnes at 1.40 g/t Au) and 1.812 million ounces inferred (45.6 million tonnes at 1.24 g/t Au) - a 21% global increase over the 2024 estimate, driven by a targeted ten-hole 2025 drill programme. Indicated resources grew 54% and inferred resources grew 8%. Mineralisation remains open for expansion along strike and dip across multiple sections of the roughly four-kilometre-long Fondaway Canyon gold corridor.The PEA contemplates a conventional open-pit mine feeding a 12,000 tonne-per-day mill - up from an earlier 8,000 tpd concept - over an initial 10.1-year mine life, producing 1.52 million ounces of gold (150,000 oz/year average) via a flotation concentrate sold to a third-party refinery. At a base-case gold price of $3,200/oz, which management describes as conservative relative to current spot, the project shows a pre-tax NPV8% of $1,004 million and after-tax NPV8% of $905 million, a pre-tax IRR of 58.8% (53.1% after-tax), and payback of 1.5 years pre-tax (2.0 years after-tax). Total initial capital cost is $265.3 million including a 20% contingency and life-of-mine cash costs are estimated at $1,740/oz.Despite these economics, Getchell's market capitalisation sits at roughly CA$46 million on 202.6 million shares outstanding. President Mike Sieb attributed a significant portion of that gap to an unresolved third-party claims dispute, in which an outside party has challenged Getchell's title to certain claims despite the company's position that its core claims have been valid and in good standing for 70-75 years, making it the senior claim holder. Management declined to discuss case specifics given ongoing litigation.To fund continued drilling and prefeasibility work - which will focus on converting inferred resources to indicated, along with metallurgical, hydrogeological, and geotechnical studies - management pointed to roughly 50.9 million in-the-money warrants (weighted average exercise price $0.19) that could deliver $2.5-10 million over the next 12 months, alongside 20% insider ownership on a partially diluted basis.Near-term catalysts include a Plan of Operations filing with the Bureau of Land Management targeted for year-end 2026, continued drill results, and progress toward a prefeasibility study expected within approximately two years. The company's low relative capital intensity gives it flexibility to either self-fund toward development or entertain a strategic partner.Learn more: https://cruxinvestor.com/companies/getchell-gold-corpSign up for Crux Investor: https://cruxinvestor.com

If you've attended or played in a softball or baseball game this summer, you likely share something in common with a lot of Minnesotans. The intense heat, coupled with the high humidity, has led to delays and sweltering conditions for fans, players, and umpires alike. That comes at the end of July 2026, which will go down as the warmest month in American history. There are plenty of church leagues and beer leagues around the state, but one group that meets in the Midway neighborhood of St. Paul is a little different. They have team names like the Grand Slamphibians, Tree Huggers, and Straight A Sluggers. These aren't just your average Joes. These players are almost all state government workers. Many of those folks work directly on climate issues at the Minnesota Department of Natural Resources and Minnesota Pollution Control Agency. So we ventured out to the Dunning Fields on the hottest evening of summer to talk to the experts while they were off the clock.

On this episode of the Alachua County Extension Cord Podcast, we discuss freshwater pond management in Florida.Guests: Tatiana Sanchez-Jones, Alachua County Commercial Horticulture AgentHost: Dr. Kevin Korus, UF/IFAS ExtensionAgriculture and Natural Resources agent. For more information visit.⁠⁠⁠https://ask.ifas.ufl.edu/topics/pondsMusic by the Walkers:⁠⁠⁠https://www.facebook.com/thewalkersbandgville⁠⁠⁠⁠⁠⁠https://the-walkers.bandcamp.com/track/rattling-bones

Nearly 200 wildfires. Thousands forced from their homes. Fishing camps already lost. Water bombers being grounded because people keep flying drones into active fire zones.Ontario's Minister of Natural Resources and Forestry, Mike Harris Jr., joins Angelo Viola for a blunt breakdown of the wildfire emergency unfolding across Northern Ontario.How dangerous is the situation? Should anglers cancel upcoming trips? What happens to remote lodges caught in the fire zone? And how do 700 firefighters, 120 aircraft and crews from across Canada begin to contain something this massive?The Minister also reveals what Ontario is spending on wildfire protection, why some fires are deliberately allowed to burn and what outdoorspeople need to check before travelling north.Plus, Ontario's new digital hunting and fishing licence system, the rules around carrying your Outdoors Card and the mysterious “meanmouth bass” that reportedly attacks dogs and swimmers.This is one every Canadian outdoorsperson needs to hear.

Interview with Steven Sirbovan, CEO, ICG Silver & GoldOur previous interview: https://www.cruxinvestor.com/posts/icg-silver-gold-cseicg-newly-listed-district-scale-play-fully-funded-for-drilling-9778Recording date: 27th July 2026ICG Silver & Gold Ltd. is a Nevada-focused precious metals explorer advancing the Tuscarora District, a roughly 10,000-acre, 100%-owned land package sitting at the intersection of the Carlin and Independence Trends in Elko County. Since listing on the CSE on 31 March 2026, the company's central task has been converting a large but fragmented historical dataset into a coherent, drill-ready district-scale thesis - and the latest update from CEO Steven Sirbovan suggests meaningful progress on that front.The headline development is data, not drilling: ICG's historical drilling database has grown from 25,000 to 40,000 metres, pulled from lab archives and physical records dating back to the 1960s. Critically, a third-party mineral resource geologist has assessed that database - combined with the company's current 3,000-metre Phase 1 RC programme - as sufficient to support a maiden inferred resource without any additional core drilling. That's a meaningful capital-efficiency win for a company with a tight, roughly 43-million-share basic capitalisation (54.5 million fully diluted).The Phase 1 programme itself, which commenced 2 July 2026 with Major Drilling International, budgeted at approximately $1.5 million, is sequencing six priority targets: Silica, Battle Mountain, and King's Vein in the Central Zone (roughly 80% of metres), followed by Grand Prize and East Pediment in the more silver-prospective East Zone, before returning to Modoc. Notably, South Navajo - the target with the deepest historical drilling and the district's best-known intercept (4.57m at 127.08 g/t gold, including 1.52m at 368.31 g/t gold, drilled by Novo Resources in 2016) - is being held back from Phase 1 entirely, with management confident in roughly 80% of the historical data there without further verification.Sirbovan has framed the programme's real objective as testing continuity rather than chasing standalone high-grade hits: understanding whether a lower-grade halo exists between known veins, and whether targets like Modoc, Silica, and Battle Mountain - previously treated as one system - are structurally connected at depth. QA/QC on both historical and current drilling is being led by VP Exploration Korbon McCall, who has been re-verifying historical assay certificates directly against lab records.Assay results are expected between August and October 2026, with a first mineral resource estimate targeted for Q1 2027 - management has cited an internal ambition of at least 500,000 gold-equivalent ounces as an initial baseline. Management, insiders, and significant shareholders hold over 25% of the tight capital structure. At an approximate C$18 million market capitalisation, ICG trades at a discount to profiled Nevada peers (C$24-160 million), several of which remain pre-resource themselves - leaving the upcoming assay and resource news flow as the key catalysts that could close that valuation gap, assuming results confirm the continuity thesis management has laid out.Learn more: https://www.cruxinvestor.com/companies/icg-silver-goldSign up for Crux Investor: https://cruxinvestor.com

Jacob and Eric sit down with Sam Overfors, a recent Deer Lab graduate, to discuss his work evaluating antipredator behavior in fawns. Sam used thermal drones and GPS collars to investigate how fawns move across the landscape.   Check out the MSU Deer Lab's online seminar series (here) and select the Natural Resources option from the Categories drop-down menu. You will need to create an account to view the seminars. The seminars are free unless you are seeking professional educational credits.   Also, be sure to visit our YouTube channel (here)