Podcast appearances and mentions of Rio Tinto

Mining giant Rio Tinto says it will soon halt its hay production in northern WA, leaving pastoralists scrambling to find an alternative supplier.

Professor Lisa Wilson is CEO and co-founder of nGRND, a gold protocol that turns verified but unmined "in-ground" gold into a fully backed, reward-bearing digital asset rather than digging it up. An Australian who holds a South African professorship and lives in France, Wilson is a genuine mining insider — she has written operational and hazard-standards systems for the likes of Rio Tinto and BHP — with a parallel career in blockchain, where she helped list the world's first actively managed certificates for investment-grade carbon assets. Why you should listen Wilson's pitch is a contrarian one: the best place to keep gold may be exactly where it already is. Billions of ounces of verified gold sit classified as resources that can't economically advance to production, with mine timelines now stretching toward two decades once permitting, First Nations consultation and environmental compliance are factored in. Gold, she argues, is unusual among metals — it has almost no industrial use, so above-ground stock is mostly worn or stored, which means an ounce in the ground is functionally the same store of value as an ounce in a vault. nGRND acquires long-term rights (30 to 100 years) to independently verified deposits, leaves the metal "in situ," and monetizes it without the environmental decimation of extraction. The mechanics are concrete: for every 35,000 tokens in circulation, at least one ounce of preserved gold is held in the protocol treasury, and every ounce left undisturbed avoids an estimated 792kg of CO2. The more interesting half of the model is what happens on the surface. Because the land above each deposit stays untouched, nGRND layers a second income stream on top of gold's own appreciation — what Wilson calls alternative land-use monetization. That can mean soil-carbon and avoided-mining carbon credits, ecotourism, data cables routed across otherwise off-limits ground, or wind and solar microgrids, with a single site capable of generating millions a year across a multi-decade rights agreement. Brownfield sites are their own opportunity: in Australia a decommissioned site can carry a reclamation bond north of $20 million, and nGRND positions itself as the party that cleans up tailings and restores biodiversity while still capturing the value sleeping below. The token itself is tokenized through a VARA-regulated issuer in Dubai and backed by resources verified to NI 43-101 standards — a structure aimed squarely at the institutional real-world-asset crowd having its moment right now. For all the heavy machinery of the model, nGRND's on-ramp is deliberately playful: its sponsored mobile games Dig It and Gold Fest have pulled in more than 855,000 players across 200-plus countries and accrued roughly $6 million in rewards ahead of the token launch, with TON Foundation backing and a Base expansion planned. Wilson is adamant the ecosystem isn't just for stakers and gamers — she describes participation streams spanning impact, learning and governance, including immersive digital twins of actual project sites. In the closing hot-take round she leans to the Bitcoin side of the spectrum as a self-described early mover, makes the case that crypto literacy should be embedded education for everyone, and sketches a ten-year future in which wealth migrates away from a USD-hedged system toward assets people actually control — before signing off with a charmingly vintage sci-fi pick in the British fantasy series Catweazle. Supporting links Stabull Finance nGRND nGRND on Twitter Andy on Twitter Brave New Coin on Twitter Brave New Coin If you enjoyed the show please subscribe to the Crypto Conversation and give us a 5-star rating and a positive review in whatever podcast app you are using.

The National Science Foundation has announced it will begin removing most of the Ocean Observatories Initiative, a collection of roughly 900 instruments in the Pacific and Atlantic Oceans that gathers fixed-point data on temperature, carbon dioxide levels, and more. The move is part of a broader trend within the current administration to shelve climate science research and reporting.   Also, today the Agora and Acropolis of Athens, Delphi on Mount Parnassus, and other Greek archaeological sites preserve not only cultural heritage, but also animal and plant species, including some that were around in ancient times and are described in historical accounts and Greek mythology. And the indigenous residents of Bougainville island in Papua New Guinea say their home used to provide them with everything they needed—shelter, fertile land, and clean water. That is until a copper and gold mine run by British-Australian company Rio Tinto set up shop and operated in the 1970s and 80s. Today, heavy metals like copper sulfate and cadmium still pollute waterways, and Theonila Roka Matbob, the 2026 Goldman Environmental Prize Winner for Islands and Island Nations, has been fighting for years to pressure Rio Tinto into taking full responsibility for remediating this damage. --   Save the date and sign up for the next virtual Living on Earth Book Club event on July 14 at 5 pm PDT / 8 pm EDT! We'll talk with Yurok activist and attorney Amy Bowers Cordalis about how multiple generations of her family have advocated for the protection of Northern California's Klamath River, a crucial habitat for salmon and the lifeblood of the Yurok tribe. Her book is The Water Remembers: My Indigenous Family's Fight to Save a River and a Way of Life. You can sign up for this free event at loe.org/events.   Music licensed from Blue Dot Sessions: sessions.blue Learn more about your ad choices. Visit megaphone.fm/adchoices

The ASX 200 closed 0.7% lower on Friday, extending its weekly decline to 1.2%, as mining stocks came under pressure from a three-month low in iron ore prices. Fortescue, BHP and Rio Tinto all fell, while the major banks also weakened. Bucking the trend was healthcare giant CSL, which jumped 5.8% for its strongest gain in more than four years. SBS Finance Editor Ricardo Gonçalves speaks with Blueberry Markets analyst Zoran Kresovic about the forces driving the market and what investors are watching next.

Matt Lennox-King, Chairman and CEO of Intrepid Metals Corp. (TSXV: INTR) (OTCQB: IMTCF), joins us for comprehensive introduction to this exploration company focused on copper, gold, silver, and zinc, in established mining jurisdictions in southeastern Arizona, USA.   The Company's portfolio is anchored by the Corral Copper Property, an advanced exploration-stage, district-scale system with extensive drilling and significant shallow results showing CRD-style mineralization, but also now testing for porphyry-style mineralization at depth, and epithermal gold mineralization near surface.  The Company also has the Tombstone South Project with prospective CRD-style  silver, lead, and zinc mineralization.   Matt outlines that at the Corral Project there has been roughly 50,000 meters of historic drilling by other operations, that has then been complimented by ~10,500 meters of drilling by Intrepid the last few years at the Holliday, Earp, and Ringo targets, mostly focused on the near-surface CRD mineralization.  They are going to be completing an IP survey over the property in August, with the goal to get the data back and analyzed by September, and then start testing the porphyry targets at depth later in the year.  We discussed that Rio Tinto and Ivanhoe Electric have land adjacent to either side of Corral for the CRD and porphyry potential.   With regards to the gold epithermal target at Mattie, the company just announced completion of the initial geological mapping and geochemical components of its ongoing 2026 Phase 1 Exploration Program. Based on encouraging early-stage field observations and the identification of additional prospective target areas, the Company has expanded the scope of the Program to include additional rock sampling and a new soil sampling grid over parts of the Property.    Then on Tombstone South the company anticipates doing more ground exploration to come up with 2-4 targets for deeper drilling later in the year to further test the prospectivity of the CRD thesis.   Wrapping up Matt shares his experience in the sector, a few key board members, their strategic stakeholders, which includes Teck Resources, and the strong balance sheet with $20 million in the treasury to execute on this current program and to expand the programs into next year.     If you have any questions for Matt regarding Intrepid Metals, then please email them into us at Fleck@kereport.com or Shad@kereport.com.     Click here to follow the latest news from Intrepid Metals     For more market commentary & interview summaries, subscribe to our Substacks:   The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/     Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.  

The ASX 200 closed 0.7% lower on Friday, extending its weekly decline to 1.2%, as mining stocks came under pressure from a three-month low in iron ore prices. Fortescue, BHP and Rio Tinto all fell, while the major banks also weakened. Bucking the trend was healthcare giant CSL, which jumped 5.8% for its strongest gain in more than four years. SBS Finance Editor Ricardo Gonçalves speaks with Blueberry Markets analyst Zoran Kresovic about the forces driving the market and what investors are watching next.

Australia's economy expanded by just 0.3% in the March quarter, with growth driven largely by investment in data centres while household spending remained subdued and productivity declined. NAB Senior Markets Economist Taylor Nugent joins SBS On the Money to unpack what the latest GDP figures mean for the economy and the outlook for interest rates. Plus, despite the weak economic data, the ASX 200 climbed 0.7% as investors scaled back expectations of a near-term rate rise. Josh Gilbert from eToro explains what drove the market higher, including record highs for mining giants BHP and Rio Tinto, strong gains for the banks and a pullback in technology stocks.

Australia's economy expanded by just 0.3% in the March quarter, with growth driven largely by investment in data centres while household spending remained subdued and productivity declined. NAB Senior Markets Economist Taylor Nugent joins SBS On the Money to unpack what the latest GDP figures mean for the economy and the outlook for interest rates. Plus, despite the weak economic data, the ASX 200 climbed 0.7% as investors scaled back expectations of a near-term rate rise. Josh Gilbert from eToro explains what drove the market higher, including record highs for mining giants BHP and Rio Tinto, strong gains for the banks and a pullback in technology stocks.

We cover 10 big stories on the Energy News Beat Stand Up - The deal has no signatures, and we are running low on oil, gas, and diesel inventory levels within weeks. 1. Iran Nuclear Deal & Middle East TensionsThe podcast opens with discussion of a pending Iran peace deal involving a 60-day memorandum of understanding (MOU) to extend a ceasefire and restart negotiations on Iran's nuclear program. Key concerns include whether Iran can be trusted, control of the Strait of Hormuz, and conflicting narratives between Iran and the Trump administration about shipping restrictions.2. Oil Market Dynamics & PricingWTI crude at $89 and Brent at $94.82Analysis of why oil prices dropped despite the unsigned Iran dealDiscussion of inventory levels running critically low, with predictions that prices could spike to $150-160 for Brent and $110 for WTI once inventories hit bottomThe role of Strategic Petroleum Reserve (SPR) releases in mitigating price increases3. Strait of Hormuz Shipping & Tanker TrafficCoverage of commercial shipping through the critical chokepoint, including VLCC (Very Large Crude Carriers) and LNG tankers heading to China and India, with concerns that only 2 tankers passing through versus the normal 20 per day signals serious disruption.4. China's Oil Market Re-entryDiscussion of China drawing down its strategic reserves and the potential shock when China returns to buying oil again—potentially driving prices significantly higher due to the current 9 million barrels per day supply deficit.5. Germany's Energy CrisisGermany's power prices surged over 30% due to high demand and low wind speeds, highlighting the vulnerabilities of renewable energy dependence. The podcast criticizes the unreliability of wind and solar and questions Germany's ability to meet its 80% renewables target by 2030.6. Russia-Kazakhstan Nuclear DealRussia and Kazakhstan signed agreements for Russia to finance and build Kazakhstan's first nuclear power plant, with Russia providing 85% of project financing—presented as a model for energy security and dominance.7. U.S. Strategic Oil Reserve Exports to CaliforniaFor the first time, crude oil from the U.S. Strategic Petroleum Reserve is being shipped to California (460,000 barrels to Chevron's Richmond refinery), enabled by President Trump's 60-day Jones Act waiver.8. Aluminum Market Supply CrisisCritical supply shortages in aluminum with inventories at dangerous levels, affecting manufacturing and presenting investment opportunities. Key companies mentioned: Alcoa, Century Aluminum, Kaiser Aluminum, and Rio Tinto.9. Europe's Natural Gas CrisisEurope's gas storage sits 55 points below required levels for winter, with reliance on Qatar and other LNG suppliers facing their own production challenges. This threatens European manufacturing and industrial competitiveness.10. Russia's Oil Exports to IndiaRussia is capitalizing on elevated global oil prices by boosting crude flows to India, with Indian imports jumping 70%.Overarching Themes:Energy security and dominance through exportsThe impact of geopolitical tensions on global energy marketsCriticisms of green energy policies and their economic consequencesThe importance of oil and gas investment and infrastructurePolitical messaging about energy policy differences between statesAll stories can be found on https://energynewsbeat.co/1.Iran Peace Deal Pending President Trump Approval – And it was not approved by the IRGC2.Who is Telling The Truth on Control for the Strait of Hormuz?3.Two VLCC Tankers and Two LNG Tankers Pass Through the Strait of Hormuz en Route to China and India4.The Next Energy Shock Could Be China's Return to the Oil and Gas Market5.Germany's Power Prices Soar Over 30% on High Demand and Low Wind Speeds6.Russia and Kazakhstan Sign Nuclear Power and Currency Swap Deals as Putin Visits Astana7.Oil from US Emergency Reserves Heads to California for the First Time, Kpler Says8.Aluminum Market Facing Prolonged Supply Outage. What does this mean for consumers and investors?9.Europe's Gas Crisis Just Repriced 8 Of My 12 Positions – The Merchant's News10.Russia Boosting Crude Flows as India Imports Jump 70% Since FebCheck out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energyAnd we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/

Grant McDowell & Tim Buckley– Spark Club Podcast 27 May 2026 Highlights – ACCELERATING RENEWABLES DRIVES NEM ELECTRICITY PRICE DEFLATION Amazing to see electricity price DEFLATION being delivered in Australia in the middle of the latest fossil fuel war, with its resulting hyperinflation of global fossil fuel prices. The Australian Energy Regulator has released its final Default Market Offer (DMO) starting 1 July 2026. Residential flat rate standing offer prices will fall by between 3-5% in NSW and by 7.2% in South East Queensland compared to last year, while South Australian households will have a modest increase of 1.4%. Small businesses will see reductions across all three regions, with prices decreasing by 7-12% in South Australia, 10-14% in South East Queensland, and 9.0-21% in NSW. Earlier this week the Essential Services Commission delivered a further reduction in the Victorian Default Offer; FY2026–27 will be on average 5% lower than last year for households. For small businesses the price is down on average 6%. A major contributing factor is the record high investments into clean energy by Australia's public – with over 400k home battery installs totalling >11GWh achieved in just 11 months, supporting the 3GW pa of rooftop solar installs. Lowlights – China installed just 75GW of RE in 4MCY2026, -41%$ yoy Solar installs of 51GW in 4M 2026 -51% yoy. Still more than the RoW combined, but disappointingly down in the middle of year. China added a depressing 28GW of fossil powered capacity YTD 2026, +26% yoy. Why? China is consolidating after knocking the lights out last year. But also GDP growth is still on track at +5% yoy, and Industrial value-add +5.6% yoy. Keeping their govt. firepower in-case Trump attacks China again, and this time has an impact, unlike the last few times! In the electricity sector, total electricity generation was +5.4% yoy YTD 2026, unfortunately with nuclear down yoy, coal power was +3.8% yoy. Not what we want to see continue over the rest of 2026. Main Story – The ABC / Guardian Australia Epic reveal  A major exposé on ABC Four Corners on Monday, in collaboration with the Guardian, revealed irrefutable evidence of BHP reversing its commitments to meaningfully cut emissions in a credible timeframe. The egregious walkback, as the climate crisis escalates, was laid out in hundreds of pages of leaked internal company records.  What BHP does matters. It is the world's largest mining company by market capitalisation, generating revenues of US$51bn in the last financial year with underlying earnings of US$26bn and a US$18bn pre-tax profit to its shareholders. Andrew Mackenzie, BHP's CEO until 2019, said publicly that decarbonisation was a strategic imperative, with failure to act posing an existential risk. Its Pilbara decarbonisation plans were urgent and comprehensive, and involved rapid electrification of locomotives and haulage trucks, and a massive buildout of solar to reduce diesel and gas dependence. It had plans to deploy US$3bn in decarbonisation investment by 2030 to underpin its climate targets and secure its licence to operate. Then it all went to the proverbial.  In 2024, CEO Mike Henry introduced BHP's Climate Transition Action Plan (CTAP, aka CRAP), which sounds great except for it being entirely hollow. BHP massively delayed its entire decarbonisation trajectory until after 2030 – trashing its stated intention to address climate risk and abrogating its corporate responsibility to act in this critical decade. Astonishingly, the "plan" forecasts BHP's global emissions will rise from FY2025-FY2030. Up is not down. There is currently categorically zero chance of BHP's plans meeting its net zero by 2050 commitment. In the knowledge that this story was coming, BHP vigorously cranked up the spin machine. A curiously timed pamphlet, released last week by economics consultancy Mandala, which has close ties to the PMO, broke down top ASX listed industrial corporates' global scope 1 and 2 emissions profiles in FY2025 vs FY2020, conveniently pitching BHP as a corporate leader. BHP then mounted an ad campaign trumpeting the trumped-up claims. To call Mandala's brochure misleading is generous. BHP primarily relies on the electrification of BHP's huge Chilean copper mining operations and the closure of the high emissions NickelWest business to boost BHP's decarbonisation credentials and obscures BHP's dereliction of its responsibilities in the Pilbara.  Production-based emissions intensity would tell a different story on BHP's progress, and that of other giants like Rio featured by Mandala – despite the coordinated reporting in The Australian engineered to promulgate the Mandala talking points while bashing genuine decarbonisation leader Fortescue. Why the heel dragging by BHP? Follow the money – the billions paid to the big miners each year by the federal government to maintain their imported diesel addiction.  In Australia, BHP extracts from the taxpayer a $620m annual imported diesel refund covering the staggering 1.2 billion litres of this climate-destroying fuel it uses each year in its mining operations. Diesel powers >60% of BHP's total energy needs. This dependency undermines our national energy independence, which requires an accelerated transition to homegrown renewables, and continues to put Australia's energy security at risk. It persists in an increasingly fraught global geopolitical landscape riven by energy wars – see PM Anthony Albanese begging our trade partners for supply as the global oil supply shock rolls on. And BHP is the #1 beneficiary of this insane structural barrier to mining industry decarbonisation and the massive opportunities for onshoring and reskilling of our workforce.  Meanwhile Fortescue is investing US$6-7bn this decade in electrification, decarbonisation and energy security in the Pilbara – a world leading effort to position Australian iron ore mining at the forefront of emissions reduction. It is partnering with the best cleantech firms in the world, who happen to mostly be domiciled in China – Australia's #1 trade partner and biggest iron ore customer. In so doing it is building important geopolitical bridges for Australia even as world trade is undermined by the US.  Despite being a leading beneficiary of the diesel subsidy, Fortescue is a vocal advocate of urgent reform, as demonstrated by CEO Dino Otranto on Four Corners. Fortescue supports CEF's position that the subsidy should be capped at $50m per firm pa, with recipients required to invest any refund above that threshold in decarbonisation, or forgo that amount. This reform would convert a massive headwind to energy transition in mining to a Transition Tax Incentive, instantly accelerating decarbonisation and enabling Australia to grasp the immense green industrial opportunities of the emerging net zero global economy. A tightening of the Safeguard Mechanism is also key to incentivising decarbonisation, with a progressive ratcheting up of minimum Australian Carbon Credit Unit prices, to make polluters like BHP meaningfully cut emissions or pay. The facts are that BHP, like Rio Tinto, Hancock Prospecting and Fortescue for the past 6 years have tapped into literal rivers of gold from their iron ore exports, booking return on capital ranging from 30% pa up to 70% pa. BHP's FY2025 results for WA iron ore cite an "5 year average return of ~65%", which any company would kill for. They have the capital firepower to massively invest, accelerate electrification and decarbonisation of the Pilbara now as Fortescue is doing, and lead the world. Yet they sit on their hands. The region has a pathetic renewable energy penetration of just 2% versus 44% for Australia's national grid. We need an end to the Big Australian's gutless reversals on climate, cheap talk and abysmal underinvestment in Australian decarbonisation. Equally, we need an urgent show of political courage from the government to decouple BHP and its counterparts from the firehose of diesel cash they have clamped themselves to at the expense of the people and the planet. What's coming up?  27/28 May 2026 CEF Tim will be attending the Hunter New Energy Symposium in Newcastle to talk about the progress in the Hunter Valley on practical advances in the energy transition as it is occurring there. 18-27th June Tim is in China with Austrade and SEC seeing my favourite companies e.g. XCMG, Sigenergy, China State Grid, Windrose & Xiami.

TNR Gold Executive Chairman Kirill Klip joined Steve Darling from Proactive to discuss several important developments shaping the company's growth strategy, including a strategic investment by Altius Minerals and the continued advancement of the Los Azules copper project in Argentina. Klip explained that Altius has acquired a 9.9% strategic stake in TNR Gold, describing the move as a strong endorsement of both the company's long-term direction and the strength of its royalty portfolio. According to Klip, the investment not only enhances TNR Gold's profile within the mining and royalty sectors, but also increases market awareness of the company's broader asset base, including its Shotgun Gold project in Alaska. The discussion also focused on progress at McEwen Copper's Los Azules project, where TNR Gold maintains a net smelter return royalty interest. Klip highlighted recent developments designed to support the project's advancement, including the appointment of Société Générale to assist with arranging project debt financing. He also noted the possibility of a future public listing for McEwen Copper, a move that could create additional visibility and funding opportunities for the asset. Further attention was given to the involvement of Rio Tinto through its Nuton technology venture and the potential for the global mining giant to increase its participation in the Los Azules project. Klip emphasized Argentina's recently implemented RIGI investment framework, saying the initiative creates improved long-term fiscal and legal stability that could make the country increasingly attractive for major mining investments and project development. One of the most significant highlights discussed was the project's long-term production potential and mine life outlook. Klip pointed to estimates suggesting a mine life of approximately 21 years, with potential annual production exceeding 200,000 tonnes of London Metal Exchange copper plate in the first 5 years and averaging 148,000 tonnes annually. He further noted that the implementation of Rio Tinto's Nuton technology could significantly enhance resource recovery and potentially extend the mine's operating life by an additional 33 years, further strengthening the long-term value proposition of the project. #proactiveinvestors #tnrgoldcorp #tsxv #tnr #mcewenmining #mining #losazulesproject #TNRGold #McEwenCopper #LosAzules #Copper #Mining #ArgentinaMining #CriticalMinerals #ResourceDevelopment #MiningStocks

La provincia de Huelva concentra algunos de los paisajes más diversos de Andalucía, desde las marismas de Doñana hasta la Sierra de Aracena, pasando por la Costa de la Luz, los lugares colombinos o las históricas minas de Riotinto. La recorremos con Enrique Domínguez Uceta.

In this episode, Ted Oakley, founder and managing partner of Oxbow Advisors with 49 years in the business, returns to discuss the stark disconnect between Wall Street momentum and the collapsing consumer, revealing credit card and auto loan delinquencies are now at Great Financial Crisis levels while the economy has shifted from K-shaped to "i-shaped" with only a tiny dot at the top. He explains his letter "The Gambler" addresses how younger investors have abandoned real investing for a betting culture of sports gambling, one-day options, and Bitcoin, while most advisors no longer know when to "hold 'em or fold 'em." Ted maintains 50% cash in short-term treasuries, predicts inflation will hit 4.25% in May rising to 4.75% by fall with financial repression as the only way out of the debt trap, and reveals energy is his largest position up 35% year-to-date despite being only 3% of the S&P (it was 33% in 1980). He expects energy to rip like gold and silver did last year since nobody owns it yet, outlines his "well to the end" strategy covering producers to pipelines to rigs, confirms we're in early innings of a commodity super cycle, and warns speculation will continue pushing until a recession breaks the momentum. Ted draws parallels to 1999 when shorts got killed for nine more months, sees no recession on the horizon yet to break the fever, and cautions that baby boomers age 65+ hold more stock than ever in history making them the worst positioned he's ever seen for the eventual wealth transfer.Links:Oxbow Advisors: https://oxbowadvisors.com/YouTube: https://www.youtube.com/@OxbowAdvisorsX: https://x.com/Oxbow_AdvisorsBook: https://www.amazon.com/Second-Generation-Wealth-What-Want/dp/1966629168Timestamps: 0:00 Introduction - Ted Oakley returns, founder of Oxbow Advisors0:56 Two different things - Wall Street vs. the economy1:42 Consumer keeps falling apart - Credit card delinquencies at GFC levels2:24 K-shaped economy becoming more like an "i-shaped" economy3:32 "The Gambler" letter - Younger investors just betting, not investing4:02 Betting culture - Sports betting, one-day options, Bitcoin5:21 Know when to hold them, know when to fold them5:39 Cash position at 50% in short-term treasuries6:41 Long bond move - Topped 5.19% on 30-year6:57 Late 70s/early 80s parallel - Inflation went from 5% to 18%7:49 Are bond vigilantes coming back?7:54 Bond market eventually rules everything8:21 Expectation of more inflation ahead8:27 May CPI could come in at 4.25% or higher, 4.5-4.75% by fall9:30 Financial repression is the only way out10:36 Can't see how Fed cuts rates at all11:09 Asset holders benefited from inflation but that changes in linear inflation12:18 Energy is largest position - Up 35% vs. S&P's 20%13:11 Big tech stocks barely up from November/December levels13:41 Semiconductors probably at high for next 5 years14:34 Energy dramatically underweight in portfolios - Only 3% of S&P15:03 1980: Energy was 33% of S&P15:54 Energy names - Well to the end strategy16:53 Producers, midstream, rigs - The whole package17:34 Where we are in commodity cycle - Early innings18:38 Commodity positions - Rio Tinto, Vale, uranium, antimony, critical minerals19:18 Oil price and energy thesis20:16 AutoZone warning on motor oil shortages coming20:54 Precious metals positioning today21:54 Gold could go to $4,000 or $3,800 - Shake out momentum players23:12 1999 parallel - Momentum could continue 9 more months24:19 No recession on horizon - Need that to break momentum25:14 Speculative nature pushes until recession breaks it25:51 Second Generation Wealth - Massive wealth transfer concerns26:31 Baby boomers 65+ have most stock in assets ever in history27:22 Closing thoughts

Drones, robotics, entrepreneurship… and near death experiences? This week on Ouzo Talk Podcast, Tom and Nick sit down with Paris Cockinos, the founder of Sphere, for a conversation that goes from cutting-edge technology to some truly unbelievable life stories. Paris shares how he turned a small startup idea into a boundary-pushing drone and robotics company working with major names like Rio Tinto, BHP and Sydney Water, while also opening up about the risks, pressure, and chaos that come with building a business from the ground up. The conversation dives into innovation, aviation, surviving close calls, and what really drives someone to keep pushing boundaries. This one is insightful, funny, intense and at times... completely unexpected.Huge thanks to our amazing sponsors who helped make this episode possible!Pryor Tzannes & Wallis: https://ptwlaw.com.au/The Greek Providore: https://thegreekprovidore.com.au/Send us Fan Mail Support the showEmail us at ouzotalk@outlook.comSubscribe to our Youtube: https://www.youtube.com/@OuzoTalkFollow us on Facebook: https://www.facebook.com/OuzoTalkFollow us on Instagram: https://www.instagram.com/ouzo_talk/

In this Company Update, I sit down with Craig Nicol, Founder and CEO of Graphene Manufacturing Group (TSXV: GMG / OTCQX: GMGMF), to review a series of major corporate and commercial milestones achieved over the last four weeks. Craig shares updates regarding global distribution partnerships, advancements in their production facilities, and strategic executive appointments aimed at scaling operations. The discussion covers several key corporate developments: THERMAL-XR® Expansion in Australia: Craig discusses a new commercial commitment to apply THERMAL-XR® to hundreds of air conditioning units in a major Australian luxury tower development. Global Oil & Gas Distribution Partnership: An overview of the exclusive international agreement with Curran International to deliver THERMAL-XR® to major oil, gas, and LNG players globally. Next-Gen Production Facility Updates: A status update on the construction and commissioning of the automated Gen2 facility, alongside long-term scaling plans for Gen2.1. New Chief Production Growth Officer: Introducing the strategic hire of an industry veteran from Rio Tinto to oversee the meticulous front-end framing of global production growth. Graphene Aluminum-Ion Battery & G® Lubricant Milestones: A technical review of electron-usage verification in their battery program, upcoming client sampling plans, and the path forward for fleet data collection.   Please keep the questions coming! Email me at Fleck@kereport.com.   Click here to visit the GMG website to learn more about the Company - https://graphenemg.com/   -------------------- For more market commentary & interview summaries, subscribe to our Substacks:  The KE Report: https://kereport.substack.com/  Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

Markets at all-time highs. A closed strait. The hottest inflation prints in years. The UK government is hanging by a thread. A US-China summit that resolved precisely nothing. We ask the only question that matters right now: how long can you keep running on empty?This week's episode covers six themes that are all pointing in the same direction.What We Cover1. The Global Equity Market ParadoxThe S&P 500, NASDAQ, and Philadelphia Semiconductor Index are at or near all-time highs. Oil is at $107. PPI is at a three-year high. The TACO trade (Trump Always Chickens Out) has been embarrassingly profitable — but a new Tex-Mex metaphor has entered the chat: NACHO. Not Any Chance Hormuz Opens. Michael Green warns the equity bid is structural, not rational — and when that unwinds, there are no conventional warning signs.2. Oil Inventory Maths — The Runway Is Running OutThe IEA reports global stockpiles fell 250 million barrels in March and April alone. JP Morgan's note — The Illusion of Plenty — puts OECD inventories at operational stress levels by early June and operational floor levels by September. Capital Economics sees $130–$140/barrel as the base case if Hormuz stays shut. And even a reopening tomorrow can't fix things fast enough — mine clearance, vessel redeployment, infrastructure repair: minimum two to three months.The canary in the coal mine turned out to be in Havana. Cuba ran out of fuel entirely. The energy minister's quote: "We have absolutely no fuel oil. We have absolutely no diesel." That's the Hormuz crisis on a human scale.3. Inflation is No Longer Just About Energy US CPI: 3.8% year-on-year. PPI: 6%, the highest since December 2022. Truck freight costs up 8.1% — the biggest jump since 2009. Services inflation up 1.2% in a single month. Real average hourly earnings have turned negative for the first time since April 2023. The Bank of England's Megan Greene: "Inflation risks are entirely on the upside." The second-round effects are now landing. Global bond yields are at one-year highs.4. Kevin Warsh's Impossible New JobConfirmed 54–45 — the narrowest Senate margin since Fed chair confirmation became required in 1977. For context: Powell got 84, Yellen got 56. Warsh scraped through. On his first day as chair-elect, PPI printed at 6%. CME FedWatch now prices a 30% chance of a rate hike by year-end. His first FOMC meeting: June 16th. It may be the most consequential since Volcker walked in on August 14th, 1979. We know how that one ended.5. The UK: Where the Bond Market Is the GovernmentLabour lost nearly 1,500 council seats. Reform took 1,451 of them. Gordon Brown turned up — and when Gordon Brown is the answer, someone is asking the wrong question. Wes Streeting walked into Downing Street. 94 MPs publicly called for Starmer to go. Andy Burnham booked his return ticket. The pound had its worst week since November 2024. The 30-year gilt sits near 5.7% — above every developed world peer. Bloomberg Economics estimates the May yield move alone adds £2 billion to the UK debt interest bill. Gilt traders are underweight. The market is now pricing the worst-case scenario for bonds — and Andy Burnham is it.6. The Summit That Resolved NothingYMCA played at the state banquet. Xi promised Trump rose seeds. Jensen Huang boarded Air Force One in Alaska. Boeing was promised 200 jets — the market expected 500; Boeing fell 4%. Xi made clear Taiwan is the most important issue in US-China relations and that independence is "fundamentally incompatible with peace." Trump didn't answer when asked about it. The $14 billion arms package for Taipei remains unsigned. China called the Iran conflict one that "should never have happened" — diplomatic code for neutrality, unless major concessions materialise elsewhere. Like Taiwan, perhaps.As Gerard Baker put it in The Times, this is the first time in nearly a century that an American president met another power's leader on equal terms. Trump came seeking help, not making demands.The Bottom LineInflation has moved beyond energy into services and freight. The UK bond market is delivering daily verdicts on a government in freefall. Oil inventory maths has weeks of runway left. The summit didn't deliver on Iran. Hormuz is being normalised under Iranian control — not reopened. Equities are at records. Something is going to break. The question is what, when, and whether Kevin Warsh has any idea what's walking toward him on June 16th.Jackson Browne told us in 1977: "I'm running on empty, and I'm running blind."People & Institutions ReferencedMichael Green · Michael Burry · Jensen Huang · Kevin Warsh · Paul Volcker · Keir Starmer · Andy Burnham · Wes Streeting · Angela Rayner · Gordon Brown · Kemi Badenoch · Nigel Farage · Megan Greene (Bank of England) · Jim Lee (EIU) · Gerard Baker · Donald Trump · Xi Jinping · Saudi Aramco CEO · JP Morgan · IEA · Capital Economics · CME FedWatch · TD Securities · Morgan Stanley · Bloomberg EconomicsSponsorFinance Talking — specialist financial training for capital markets, business finance, and communications. Clients include Rio Tinto, HSBC, Unilever, and Shell. Virtual, in-person, and e-learning options available. Please tell them Jeremy sent you.Brought to you by Progressive Equity.Keywordsoil price crisis · Strait of Hormuz · US inflation CPI PPI 2025 · Kevin Warsh Federal Reserve · UK gilt crisis · UK Labour leadership crisis · Andy Burnham · Trump Xi summit Beijing · equity market all-time highs · TACO trade NACHO trade · Michael Green passive investing · oil inventory IEA · Jackson Browne running on empty · macro investing podcast · active investor podcast · capital markets 2025Subscribe & FollowIn the Company of Mavericks — helping serious active investors navigate market volatility, protect capital, and find new ways to grow wealth in radically uncertain times.⚠️ Nothing in this episode constitutes investment advice. For information and entertainment only. You are responsible for your own financial decisions.

The ASX200 closed slightly higher after a late-session rebound, with mining giants BHP and Rio Tinto hitting fresh records while Coles fell after a landmark ACCC court ruling over misleading discount pricing. Ricardo Gonçalves speaks with Betashares investment strategist Hugh Lam about the day's market action and the forces driving investor sentiment. Plus, Xero CEO Sukhinder Singh Cassidy responds to concerns artificial intelligence could disrupt the software-as-a-service sector, outlining how the cloud accounting company plans to navigate the next phase of the AI revolution after reporting a sharp fall in profit.

In this episode of In The Company of Mavericks, we tackle the most requested topic since the podcast launched: the fundamentals of money and investing, and how to introduce these vital concepts to children, grandchildren, and the next generation.Host Jeremy McKeown is joined by Andy Craig, founder of Plain English Finance and author of the bestselling book How to Own the World, alongside Josh Sandford, investment director at Dowgate Wealth, with two decades of experience guiding clients through market cycles.Whether you're a beginner investor, a parent wanting to teach your kids about money, or a seasoned investor revisiting first principles, this conversation delivers actionable insights on building long-term wealth, navigating volatility, and avoiding the most common investing mistakes.Episode Sponsor: Finance TalkingFinance Talking provides specialist financial training around capital markets, business finance, and communications, with virtual, in-person, and low-cost e-learning courses. Their clients include Rio Tinto, HSBC, Unilever, and Shell. Mention Jeremy when you get in touch.Visit Jeremy's Substack: HyperNormalTimes. What You'll Learn in This EpisodeWhy UK financial literacy lags behind international peers, and the £20 trillion opportunity costThe crucial difference between investing and trading (and why conflating them destroys wealth)How compound interest truly works, and why 60% of UK adults don't understand itThe main asset classes every investor should know: cash, bonds, equities, property, commodities, and precious metalsWhy asset allocation matters more than stock pickingThe "100 minus your age" rule (and why it should now be 120 minus your age)How to stay the course during market volatility and drawdownsThe truth about inflation, monetary debasement, and why nominal returns misleadGold, silver, and Bitcoin as inflation hedgesThe rise of passive investing and its structural risks for capital marketsWhether AI infrastructure spending signals a bubble or a cycleHow to think about buying property versus renting and investingWhy time is the young investor's greatest assetKey Takeaways1. Financial literacy is a silver bullet. Understanding how money and investing work dramatically increases your chances of building wealth over a lifetime.2. Investing is not trading. Investing harnesses real economic growth and human progress. Trading is largely a zero-sum game where 78–80% of retail participants lose money.3. Time is your greatest asset. Get rich slowly. £5,000 invested in a Junior ISA at birth, compounded at 10%, becomes £945,000 by retirement.4. Know the asset classes. Cash, bonds, equities, property, commodities, and precious metals each play a different role in a balanced portfolio.5. Asset allocation beats stock picking. Use the "120 minus your age" heuristic to balance defensive and aggressive holdings.6. Risk is not just volatility. The risk of doing nothing — sitting in cash and losing purchasing power to inflation — is often greater.7. Think in real terms, not nominal. Monetary debasement is the real story behind asset price inflation.8. Ignore the noise. The average equity investor underperforms the market by about 700 basis points because they react to news. Main Street is not Wall Street.9. Property: think in decades. Don't fall for FOMO. Compare rental yields, salary multiples, and opportunity costs before buying.10. Stay the course. Pound-cost average, diversify, and let compounding do the heavy lifting.About the GuestsAndy Craig is the founder of Plain English Finance and author of How to Own the World, one of the UK's most popular personal finance books. After a 25-year career in the City, Andy now dedicates his work to improving financial literacy across the UK. Find him at plainenglishfinance.Josh Sandford is investment director at Dowgate Wealth with over 20 years of experience managing discretionary portfolios for high-net-worth individuals and pension funds. Books Mentioned in This EpisodeHow to Own the World — Andy CraigThe Psychology of Money — Morgan HouselRich Dad Poor Dad — Robert KiyosakiThe Ascent of Money — Niall FergusonMoney: A Story of Humanity — David McWilliamsBroken Money — Lyn AldenThe Secret History of Gold — Dominic FrisbySimple but Not Easy — Richard OldfieldKeywords: financial literacy UK, how to start investing, investing for beginners, compound interest, asset allocation, ISA vs pension, passive investing risks, gold as inflation hedge, Bitcoin investing, teaching kids about money, Andy Craig How to Own the World, Plain English Finance, Galgate Wealth, Josh Sandford, Jeremy McEwen, In The Company of Mavericks podcast, UK personal finance, monetary debasement, real returns, S&P 500 ETF, generational wealth, stocks and shares ISA, get rich slowly, investing vs trading

The ASX200 closed slightly higher after a late-session rebound, with mining giants BHP and Rio Tinto hitting fresh records while Coles fell after a landmark ACCC court ruling over misleading discount pricing. Ricardo Gonçalves speaks with Betashares investment strategist Hugh Lam about the day's market action and the forces driving investor sentiment. Plus, Xero CEO Sukhinder Singh Cassidy responds to concerns artificial intelligence could disrupt the software-as-a-service sector, outlining how the cloud accounting company plans to navigate the next phase of the AI revolution after reporting a sharp fall in profit.

In this Company Update, we are joined by Steve Grey, President and CEO of Fox Tungsten (TSX.V: FOXT | OTC: HPYCF). Steve discusses the company's flagship Fox Tungsten Project, in British Columbia, which currently hosts a high-grade tungsten resource. Following a rebranding and fresh capital injection, the company is moving into a summer drilling season aimed at significantly expanding its resource base. Key Discussion Points: World-Class Resource Grade: Steve explains the significance of their 1% tungsten grade. Infrastructure and Accessibility: An overview of the project's location near 100 Mile House, featuring year-round road access and proximity to existing power lines. Summer Drill Program: Details on the upcoming 20,000-meter drill campaign designed to double the historical drilling and fill the gaps between known mineralized zones. Resource and Economics: A look at the company's timeline for a resource update and Preliminary Economic Assessment (PEA) targeted for early 2027. Management and Financial Position: Steve shares his background with Rio Tinto and Kinross Gold, alongside the company's $15 million cash position.   Click here to visit the Fox Tungsten website to learn more about the company and project - https://foxtungsten.com/    -------------------- For more market commentary & interview summaries, subscribe to our Substacks:  The KE Report: https://kereport.substack.com/  Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

The local market fell today, sliding 0.5% as a sharp sell-off in banking overshadowed record-breaking gains in mining. The index has now shed nearly 3% over the past four days, hitting its lowest level in six weeks as investors digest Federal Budget changes to capital gains tax and negative gearing. CBA was the primary weight, plunging 10% after its $2.7 billion quarterly profit slightly missed expectations. Conversely, BHP and Rio Tinto both hit fresh all-time highs, fuelled by resilient iron ore and a 40% annual surge in copper prices. Aristocrat Leisure also defied the gloom, skyrocketing 13% on a profit jump and an expanded $1 billion share buyback. Steve Daghlian and Laura Besarati are Market Analysts at CommSec. Each episode, they break down the day's market movements and explain what the numbers really mean. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

Alissa Coram and Ken Shreve walk through Wednesday's market action and discuss key stocks to watch in Stock Market Today. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Iran crisis oil shock is creating winners and losers in the sharemarket, but it may not be playing out as you expect. Yes QANTAS is hit, but diesel-guzzlers BHP and Rio re big winners. How's that? And why is Wall Street streaking ahead of the ASX once more even though both markets are facing the same energy issues? Business columnist Eric Johnson joins Associate Editor - Wealth, James Kirby in this episode. In today's show, we cover: New realities of the sharemarket after an oil price spike The AI boom resumes...where are the Aussie players? Firmus - The biggest IPO from a company you've never heard about If EVs are now red hot...is lithium about to boom again? See omnystudio.com/listener for privacy information.

This week, Jesinta Burton and Tom Rabe on the landmark ruling, who won, who lost and why this is just one part of a complex web of legal battles over Gina Rinehart’s fortune. This podcast is sponsored by Woodside EnergyFurther reading:The sins of the father: Gina Rinehart’s bitter victoryThe legal war between the billionaire and her children mirrors the secrecy and power struggles she once faced with the late Lang Hancock.Battle of the titans gives Pilbara’s quiet achiever his dueDon Rhodes was the man to whom Lang Hancock turned to identify a rich iron ore deposit. Fifty years and a huge court case later, his company is in for a big royalty win.Rinehart and Rio Tinto to pay, but mining saga cost yet to be revealedA landmark ruling has found Gina Rinehart’s Hancock Prospecting owes the heirs of her father’s former partner millions in royalties on one of the Pilbara’s most valuable iron ore assets.See omnystudio.com/listener for privacy information.

Interview with Barry O'Shea, CEO of Highland CopperOur previous interview: https://www.cruxinvestor.com/posts/highland-copper-tsxv-hi-fully-permitted-us-copper-developer-targets-2026-construction-decision-7322Recording date: 23rd April 2026Highland Copper Company is advancing its Copperwood project in Michigan's Upper Peninsula toward a construction decision in the second half of 2026, with copper production targeted for 2029. The company has committed significant capital to engineering work, partnering with DRA Global and other established firms to reach 40% engineering completion by Q4 2026. CEO Barry O'Shea emphasized that the company has restructured very well to make sure full funds are through to a final investment decision.The financing strategy centers on a Letter of Intent from EXIM representing 60-70% of the $425 million capital requirement. While currently non-binding, management is actively working to convert this into a binding debt facility, supported by White House recognition of Copperwood as strategically important to US critical mineral production. The debt capacity has expanded from an estimated $250 million at $4 per pound copper to potentially $300-325 million at current price levels.Highland recently sold its remaining one-third stake in the White Pine project for $30 million, providing immediate liquidity while allowing exclusive focus on Copperwood. The decision reflects the strategic advantages of Copperwood's $425 million capex and fully-permitted status compared to White Pine's $1+ billion requirement and unsubmitted permits.The shift in long-term copper price consensus has fundamentally transformed Copperwood's economics. The project's NPV triples from $170 million at $4 per pound to $507 million at $5 per pound, with current spot prices near $6 delivering an $850 million valuation. Management strengthened its execution team by hiring Trace Arlaud as Project Director, bringing credentials from Rio Tinto's Resolution Copper project, and Peter Hemstead as interim CFO, a founding executive at Capstone Copper.Highland trades at approximately $110 million market capitalization, supported by strong institutional shareholders including Orion Mines Finance (28%) and Condire (20%), positioning for a potential rerating as the EXIM commitment converts to binding debt.View Highland Copper's company profile: https://www.cruxinvestor.com/companies/highland-copperSign up for Crux Investor: https://cruxinvestor.com

Theonila Roka Matbob won the 2026 Goldman Environmental Prize, also known as the Green Nobel for her work in seeking justice from mining giant Rio Tinto.

These episodes of #thePOZcast, live from Transform 2026 in Las Vegas, are proudly brought to you by our friends at Overalls What if your employees had one central hub to handle real life? Meet Overalls. A smarter way to support your team, combining expert human LifeConcierges™ with AI to solve everyday challenges across healthcare, caregiving, benefits, insurance, finances, life admin, and more. From start to finish, Overalls handles the details — using existing benefits where they fit, and filling in the gaps where they don't. So employees save time, reduce stress, and stay focused at work, while employers boost engagement and get more value from their benefits. Overalls is redefining how work supports life, helping employee teams from Reddit, Patreon, BeatBox, and more cross pesky to-dos off their lists every day. Learn more at https://getoveralls.com/?utm_source=podcast&utm_medium=podcast&utm_campaign=pozcast Thanks for listening, and please follow us on Insta @NHPTalent and www.youtube.com/thePOZcast For all episodes, please check out www.thePOZcast.com Katya Laviolette, Chief People Officer at 1Password  Katya Laviolette is the Chief People Officer at 1Password, where she's grown a fully remote team to 1,400+ across five countries and achieved a 93% offer-to-acceptance rate. A strategic, globally-minded HR leader, Katya drives business innovation through talent and organizational development. Previously, Katya held executive roles at SSENSE, TC Transcontinental, CBC/Radio-Canada, Rio Tinto, Bombardier Aerospace, and Canadian National Railway. Katya is a Board Director at Sanimax and Solotech, and a founding member of Transform Montreal. She's also an ORHRI member, certified Integral Coaching Canada coach, and actively involved in Pour 3 Points, Governance au Féminin, and Monday Girl. 00:00 – Introduction Adam Poser welcomes Katya Laviolette live from Transform 2026 and sets the stage for the conversation. 01:15 – Meet 1Password & Katya Katya introduces herself and 1Password — an identity security company, fully remote for 20 years, now protecting both humans and AI agents. 03:30 – Evaluating Total Comp as a Candidate Breaking down what candidates should actually consider beyond base salary: bonus, equity, and especially benefits — including what employers contribute to healthcare. 06:45 – Table Stakes vs. Standout Benefits What every company must offer vs. what sets 1Password apart: pet telemedicine, 25 days PTO, 4 company-wide wellness days, and robust family planning benefits. 10:30 – Wellness Days Explained Katya unpacks what a "wellness day" actually looks like at 1Password — full company shutdowns so employees can recharge without guilt. 12:00 – Benefits ROI & Utilization How 1Password justifies the cost of premium benefits through utilization data, focus groups, and productivity metrics — and why cutting benefits should be the last resort. 15:00 – The Onboarding Edge: Starting on Wednesday 1Password's unconventional onboarding approach: all new hires start on Wednesdays so managers are ready, systems are prepped, and new employees get 3 days of company-led onboarding before meeting their team. 18:30 – Staying Connected in a Remote Company How 1Password keeps culture alive across 6 countries: city-by-city executive meetups, all-hands sessions, employee resource groups, and intentional cross-functional collaboration. 22:00 – Being Honest in the Interview Process Katya's approach to radical transparency — telling candidates "1Password might not be the place for you" — and why managing expectations is a competitive advantage. 25:30 – Remote Work Isn't for Everyone A candid conversation about the real challenges of remote work, what it takes to thrive in it, and how 1Password supports employees who may be struggling. 28:00 – AI, Fraud & the Future of Recruiting How 1Password is navigating AI-generated applications, over-embellished resumes, and fraudulent candidates — including mandatory in-person finalist interviews for senior roles. 31:00 – What's Exciting Katya Right Now Katya shares what energizes her most: the curiosity of 1Password's workforce and the chance to be part of a genuinely game-changing mission in AI and identity security.   Key Takeaways 1. Benefits Are a Recruiting and Retention Weapon Katya emphasizes that benefits extend far beyond table stakes like dental and disability. Standout offerings — family planning, pet telemedicine, wellness days, and generous PTO — are central to 1Password's employer brand and a real differentiator in a competitive talent market. 2. Employer Healthcare Contributions Matter More Than Most Candidates Realize The portion a company pays toward employee healthcare can represent thousands of dollars in annual value. Katya urges candidates to factor this into their true compensation comparison — not just base salary. 3. Benefits Only Work If Employees Know About Them and Use Them 1Password achieves high utilization through proactive education, easy administration, annual focus groups by country, and renewal-time communications that show employees the dollar value of their benefits package. 4. Start New Hires on a Wednesday — Not a Monday By onboarding all new employees on Wednesdays, 1Password ensures managers are focused and ready, systems are set up, and new hires get 3 days of company-led orientation before their team ramps up. It's a simple change with an outsized impact on first impressions. 5. Radical Transparency Reduces Mis-Hires Rather than selling every candidate on the company, Katya actively explains the challenges of remote work and the intensity of 1Password's mission. The company even includes language in offer materials saying "1Password might not be the place for you." This honest framing reduces early attrition. 6. Remote Culture Requires Intentional Design Staying connected across time zones doesn't happen by accident. 1Password invests in city-by- city in-person gatherings, structured all-hands, manager training on relationship-building over Zoom, and employee resource groups to keep culture alive. 7. AI Is Reshaping Recruiting — And Security-First Companies Are Ahead of the Curve 1Password has implemented fraud detection tools at the top of the application funnel, trained interviewers to identify AI-generated content, and instituted multi-stage interview loops with mandatory in-person finalists for senior hires. 8. Don't Cut Benefits When Things Get Tight Benefits are foundational to culture and trust. Katya argues that benefits should be among the last things cut in a cost-reduction scenario — the ROI from retention, productivity, and employer brand far outweighs the savings. 9. Time Is Currency for Employees Whether it's concierge benefits that handle personal logistics, flexible scheduling for a remote lifestyle, or wellness days that give genuine mental recharge time — giving employees their time back is one of the highest-ROI investments a company can make.  

Laut OECD ist Deutschland Vizeweltmeister – bei Steuern und Abgaben. Zwei Finanzpolitiker aus der Union veröffentlichen konkrete Vorschläge für eine Reform. Außerdem: Auf diese Unternehmen blicken Analysten besonders optimistisch.

The local market delivered a directionless session, dipping less than 0.1% as investors braced for the expiration of the US-Iran ceasefire. With President Trump signalling he is unlikely to extend the two-week truce, markets remain in a "wait and see" pattern. Despite the cautious mood, the ASX remains up roughly 5.5% for the month. Rio Tinto outperformed, lifting 0.75% after revealing its production costs are remarkably resilient to diesel price hikes. Yancoal rose 4% following a steady quarterly update, while investment platform Hub24 tumbled 7.8% after inflows missed market expectations. Challenger finished flat as volatility sparked a 10% drop in managed funds. Steve Daghlian and Laura Besarati are Market Analysts at CommSec. Each episode, they break down the day's market movements and explain what the numbers really mean. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

In this Company Update, Cory Fleck is joined by Craig Nicol, Founder and CEO of Graphene Manufacturing Group (TSX-V: GMG | OTCQX: GMGMF). Following a series of significant technical and regulatory milestones, Craig provides an in-depth look at the company's progress in battery energy density, global patent protection, and the commercial rollout of their graphene products. Key discussion points include: Record-Breaking Battery Performance: A breakdown of the April 15th testing data showing greater energy density and why GMG believes they now possess the fastest-charging battery in the world. Aluminum-Ion Voltage & Stability: Insight into the increase in nominal voltage to 3.2V and how the battery's "flat curve" performance compares to traditional lithium-ion technology. Hybrid Electrolyte Innovation: The significance of GMG's new chloride-free, non-corrosive electrolyte and its role in enabling stable, rapid charging over hundreds of cycles. G-Lubricant U.S. Patent: Details on the newly granted U.S. patent for G® LUBRICANT and the path toward U.S. EPA approval. Industrial Validation & Partnerships: An update on the relationship with Rio Tinto and the ongoing efforts to gather performance data through high-stakes environments like Tickford Racing.   Please keep the questions coming! Email me at Fleck@kereport.com.   Click here to visit the GMG website to learn more about the Company.    ------------------- For more market commentary & interview summaries, subscribe to our Substacks:  The KE Report: https://kereport.substack.com/  Shad's resource market commentary: https://excelsiorprosperity.substack.com/   Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

The local market staged a late recovery to finish flat after sliding 0.5% early on. Conflicting Middle East signals kept investors cautious, with oil prices bouncing 7% after the Strait of Hormuz was re-closed. The index remains stuck below the 9,000-point psychological barrier as "wait and see" mode prevails. NAB dropped 3.6% - its seventh straight loss - after flagging a $706 million bad debt provision linked to the conflict. Viva Energy tumbled 9% as it resumed trade following a refinery fire, while Zip surged another 7.7% on broker upgrades. Focus now shifts to a heavy week of quarterly updates from BHP, Rio Tinto, and Tesla. Steve Daghlian and Laura Besarati are Market Analysts at CommSec. Each episode, they break down the day's market movements and explain what the numbers really mean. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

Australia’s richest person, Gina Rinehart, has been ordered to pay hundreds of millions of dollars to her father’s former business associates. Mining giant Rio Tinto was also ordered to pay royalties from the Hope Downs iron ore deposits, as well interest and legal costs, to Wright Prospecting and DFD Rhodes. In a statement, Hancock Prospecting Executive Director Jay Newby said the company “welcomes the WA Supreme Court decision which decisively confirms HPPL’s rightful ownership of these tenements firmly rejecting the baseless ownership claims of John [Hancock], Bianca [Rinehart] and Wright Prospecting Pty Ltd in their entirety”. Gina Rinehart’s children, John Hancock and Bianca Rinehart, sought shares in the multibillion-dollar East Angleas iron ore deposits. “The court found that these tenements belong to HPPL exclusively,” Newby said. Plus, police investigate Katy Perry sexual assault allegations, and the US Navy intercepts tankers near Iran. Read more: Gina Rinehart ordered to pay hundreds of millions in royalties in landmark decision Katy Perry being investigated by Victoria Police over Ruby Rose sex assault claim US intercepts eight tankers trying to leave Iranian portsSee omnystudio.com/listener for privacy information.

Small Cap Breaking News You Can't Miss!Here's a quick rundown of the latest updates from standout small-cap companies making big moves today:Power Metallic Mines Inc. (TSXV: PNPN) (OTCBB: PNPNF) (Frankfurt: IVV1)Power Metallic's Winter 2026 drill campaign at the Lion Zone returned strong assay results, with hole PML-26-050 cutting 27.10 metres of 2.17% copper equivalent, including a high-grade 4.76-metre interval at 10.43% CuEqRec. The infill drilling continues to confirm the eastern edge of the copper shoot and supports a planned 2026 Mineral Resource Estimate. With palladium, platinum, and silver credits alongside copper, this polymetallic system in Quebec stands out for its grade and width.HPQ Silicon Inc. (TSX-V: HPQ) (OTCQB: HPQFF) (FRA: O08)HPQ Silicon reported that 21700 cylindrical cells using Novacium's GEN4 silicon anode material have exceeded 7,000 mAh of discharge capacity under extended test conditions — a milestone not widely reported for industrial-format lithium-ion cells. The result maintained initial cycle stability at a lower voltage cutoff than the industry standard, suggesting superior performance over conventional graphite cells under demanding conditions. HPQ holds exclusive North American rights to commercialize Novacium's silicon anode technology under the ENDURA+ brand.Grid Metals Corp. (TSXV: GRDM) (OTCQB: MSMGF)Grid Metals has signed a definitive option and joint venture agreement with Boliden Mineral Canada Ltd. to explore the Thompson East copper-nickel project in northern Manitoba, with Boliden funding a minimum of CAD$9.6 million in staged work to earn an 80% interest. The project sits approximately 15 km from the world-class Thompson Nickel Belt, targeting a Tier 1 magmatic copper-nickel-PGM-cobalt deposit. This partnership with a globally recognized major de-risks the project and brings institutional-quality exploration capacity to Grid Metals.Foremost Clean Energy Ltd. (NASDAQ: FMST) (CSE: FAT) (WKN: A3DCC8)Foremost Clean Energy's 2026 drill program at the Hatchet Lake South Uranium Project in Saskatchewan has intersected unconformity-related uranium mineralization across five holes, highlighted by 1.0% eU3O8 over 1.4 metres within a 4.6-metre interval averaging 0.34% eU3O8. Step-out drilling has expanded the Tuning Fork Uranium Zone to over 150 metres of strike length, building on the 2025 discovery. Strategic backing from major shareholder Denison Mines and proximity to the uranium-rich eastern Athabasca Basin add further credibility to this emerging discovery.Mogotes Metals Inc. (TSXV: MOG) (FSE: OY4) (OTCQB: MOGMF)Mogotes Metals has entered an option-to-joint-venture agreement with Kennecott Exploration Company, a Rio Tinto subsidiary, over the Copper Cliff gold-copper porphyry project in Montana, earning up to 60% through staged exploration expenditures. The deal leverages Rio Tinto's existing 25-hole drill database and targets a large porphyry system with an exploration footprint approximately 1,000 metres deep and 450 by 300 metres at surface. This no-cash earn-in pairs Mogotes with one of the world's largest mining companies in a counter-seasonal project that complements its Argentine flagship.Bottom Line: Today's releases highlight broad momentum across Canadian and North American exploration — high-grade copper-palladium drilling at Power Metallic, a silicon battery capacity breakthrough at HPQ Silicon, institutional earn-in agreements at Grid Metals and Mogotes Metals, and an expanding uranium discovery at Foremost Clean Energy.Stay ahead of the market — follow AGORACOM for more breaking small-cap news and insights.And don't forget to check out our podcast for deeper dives: https://open.spotify.com/show/74mVPkfalaWXFYY65A2XLM

Kacey White drops by on Tuesdays as she always does with her rundown with the match she called with Christian Miles on Apple TVA look at RSL hosting Sporting KC plus a peek at the NWSL action at Rio Tinto with Utah Royals and Chicago Stars

Small Cap Breaking News You Can't Miss!Here's a quick rundown of the latest updates from standout small-cap companies making big moves today:Vizsla Copper Corp. (TSXV: VCU) (OTCQB: VCUFF) (Frankfurt: 97E0)Spring drilling at the Thira porphyry discovery in British Columbia delivered the longest continuous copper-molybdenum interval drilled to date, with hole TH26-151 intersecting 435 metres grading 0.49% copper equivalent. The mineralized footprint now extends at least 800 metres east-west and 700 metres north-south and remains open in multiple directions. For critical-minerals investors, the scale and near-surface nature of this infrastructure-supported B.C. project strengthen its development appeal.DeFi Technologies Inc. (Nasdaq: DEFT) (CBOE CA: DEFI) (GR: R9B)DeFi Technologies reported record 2025 annual revenue of $99.1 million, representing 215% growth over 2024. Net income reached $62.7 million compared to a $27.6 million loss the prior year. The company ended 2025 with $91.2 million in cash and a combined treasury and venture portfolio of approximately $178.7 million. Management will host a shareholder call on April 7, 2026 to review the results.Gold X2 Mining Inc. (TSXV: AUXX) (OTCQB: GSHRF) (FSE: DF8)Final assays from the 2025 drill program at the Moss Gold Project in Ontario intersected a new Superion-style shear zone grading 9.0 metres at 3.13 g/t gold, including 3.95 metres at 6.94 g/t gold. The updated NI 43-101 resource now stands at 2.458 million ounces Indicated and 4.209 million ounces Inferred. New mineralization identified in areas previously modeled as waste suggests potential upside to project economics.Highland Copper Company Inc. (TSXV: HI) (OTCQB: HDRSF)Highland Copper was referenced in a White House fact sheet on domestic mining expansion, alongside major producers such as Rio Tinto and Ivanhoe Electric. The acknowledgment relates to the company's Copperwood Project in Michigan and ongoing engagement with U.S. federal agencies, including a $250 million Letter of Interest from the U.S. Export-Import Bank. The reference highlights the project's strategic importance within current U.S. copper supply initiatives.Eshbal Functional Food Inc. (TSXV: ESBL)Eshbal reported estimated Q1 2026 revenues of approximately USD $5.3 million, up 41% from USD $3.755 million in Q1 2025. Growth was driven in part by the mid-February 2026 acquisitions of Dare to Be Different Foods and Gluten Free Nation, two U.S.-based gluten-free brands. The acquisitions support Eshbal's roll-up strategy focused on health-oriented food platforms. Full-year 2025 and Q4 financial results are expected in late April 2026.Bottom Line: Today's headlines span large-scale copper drill results, a major fintech profitability turnaround, White House recognition for domestic copper development, and accelerating revenue growth in the health-food sector — a broad reflection of small-cap momentum across industries.Stay ahead of the market by following AGORACOM for more breaking small-cap news and insights.And don't forget to check out our podcast for deeper dives into the stories shaping the small-cap landscape.

In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Lea Oetjen über das Schreckgespenst der Stagflation, einen Lichtblick für Rio Tinto und süße Zeiten für Südzucker. Außerdem geht es um Suss Microtec, Century Aluminum, Alcoa, Palo Alto Networks, CyberArk, Blackstone, KKR, RTL Group, Siemens, Wüstenrot & Württembergische, Nestlé, Lindt & Spruengli, Hershey, Mondelez, Coca-Cola, Vanguard FTSE All-World thesaurierend (WKN: A1JX52), SPDR MSCI All Country World Investable Market thesaurierend (WKN: A1JJTD), WisdomTree Cocoa (WKN: A1ELLY), iShares Stoxx Europe 600 Food & Beverage (WKN: A0H08H) und iShares Stoxx Global Select Dividend 100 (WKN: A0F5UH). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

NEWS WEAKLY – 207 – 28 March 2026 | Australia Politics, Middle East Ceasefire, Teacher Strikes, ABC WalkoutTOP STORIES OF THE WEEKThis week on News Weakly, Sami Shah breaks down the biggest news stories in Australia and around the world, including the latest Middle East ceasefire developments, the rise of One Nation in South Australia, the Rio Tinto bailout, and major strike action by teachers and ABC staff.The Iran–Israel–US conflict continues to escalate, with ceasefire negotiations collapsing amid ongoing military strikes, rising oil prices, and global economic uncertainty. What does the failure of diplomacy mean for the region, and why does every “peace deal” sound like it was written by one side and emailed to the other?In Australian politics, the South Australian election result has triggered intense debate about populism, voter behaviour, and the future of the Liberal Party. Is this really a political shift, or just another cycle in Australia's long history of voters making entirely predictable bad decisions?Meanwhile, the Australian government has announced a $2 billion bailout for Rio Tinto's Boyne aluminium smelter, raising serious questions about corporate welfare, public ownership, and why multinational companies receive taxpayer support while continuing to minimise tax obligations.Plus, thousands of teachers across Victoria go on strike over pay and conditions, while over 2,000 ABC staff walk off the job, exposing deeper issues in public sector funding, cost of living pressures, and the sustainability of essential work in Australia.What's covered in this episode:Middle East ceasefire collapse and Iran–Israel conflict updateOne Nation surge in South Australia and Australian political analysisRio Tinto bailout and corporate welfare in AustraliaVictorian teacher strikes and ABC staff walkoutCost of living crisis and public sector pay disputesQUOTE OF THE WEEK“The sharpie is mightier than the ballistic missile.”SUPPORT THE SHOWSupport independent Australian satire by joining Patreon.com/samishah. Your support helps fund weekly episodes covering politics, media, and global news with absolutely no corporate spin.Sami Shah is a multi-award-winning comedian, writer, journalist, and broadcaster.For more: http://thesamishah.comTheme music “Historic Anticipation” by Paul MottramThis podcast is written, hosted, and produced by Sami Shah. Hosted on Acast. See acast.com/privacy for more information.

A.M. Edition for Mar. 26. President Trump is privately telling advisors he believes the war in Iran is in its final stages and that he hopes to see a diplomatic end to the conflict within weeks. Plus, IMO Secretary-General Arsenio Dominguez discusses the plight of 20,000 mariners stuck on ships in the Persian Gulf and the mounting economic costs the longer the war drags on. And after unearthing hundreds of millions of carats, Rio Tinto exits the diamond business. Luke Vargas hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

SMALL-CAP MARKET INTELLIGENCE — MARCH 26, 2026Defense, biotech, resources and critical minerals dominate today's small-cap tape with a wave of catalysts across nine companies.Defense & Technology Lead the ChargeDraganfly Inc. (DPRO) anchors today's session with a sweeping corporate update confirming $145 million in cash — nearly matching its current market cap — while flagging growing U.S. defense contracts, including a supply deal with Air Force Special Operations Command and a perfect score in the Secretary of War's Drone Dominance Program. Meanwhile, Nextech3D.ai (NTAR) announced the addition of Apple Pay and Google Pay to its blockchain ticketing stack, completing a mainstream-ready payment infrastructure that lets attendees buy verifiable on-chain tickets with no crypto knowledge required. The platform is now positioned for enterprise and government deployment across thousands of events.Biotech MilestoneQuantum BioPharma (QNTM) named Harvard-affiliated neurologist Dr. Salvatore Napoli as Principal Investigator for its planned Phase 2 trial of Lucid-MS, a first-in-class compound targeting demyelination in Multiple Sclerosis. Napoli brings over 20 years of clinical and research experience from the Brigham and Women's Hospital and Harvard Medical School. An FDA Investigational New Drug application is expected within weeks — a critical regulatory milestone before clinical evaluation can begin.Oil & Gas: Namibia in PlayReconAfrica (RECO) has commenced production testing at its Kavango West 1X discovery in Namibia, with updated petrophysical analysis boosting net hydrocarbon pay to 75 metres — up from 64 metres previously. Six zones spanning 345 metres of prospective interval will be tested using Halliburton and Schlumberger services, setting up a near-term production catalyst.Critical Minerals in FocusNouveau Monde Graphite (NOU) executed a binding long-form offtake framework with the Government of Canada for 30,000 tonnes per year of graphite concentrate from its Matawinie Mine in Québec — on a take-or-pay basis over a seven-year term. The deal complements US$335M in committed senior secured project debt from Export Development Canada and the Canada Infrastructure Bank, clearing a path to a positive Final Investment Decision. SAGA Metals (SAGA) acquired a 120-claim titanium project directly from Rio Tinto in Quebec's Havre-Saint-Pierre Anorthosite Complex — the same district as Rio Tinto's world-class Lac Tio operation — with grab samples returning 32.4% TiO₂, 65.1% Fe₂O₃ and 2,260 ppm vanadium. Antimony Resources (ATMY) continues to impress at its Bald Hill project in New Brunswick, where the newly discovered Marcus (West) Zone has expanded to 80 metres of exposed massive stibnite mineralization, resembling the main zone in concentration, while 6,500 of a planned 10,000-metre drill program is complete.Gold ShinesAton Resources (AAN) reported standout polymetallic results from Abu Marawat in Egypt's Eastern Desert, including 21.85 g/t Au, 178 g/t Ag, 0.55% Cu and 5.21% Zn over 20 metres — the kind of high-grade, multi-commodity intercept that underscores the deposit's strategic value. Omai Gold Mines (OMG) further cemented its Tier 1 credentials in Guyana with drill results of 7.74 g/t Au over 13.5m and 10.02 g/t Au over 5.4m at the Wenot deposit. With five rigs turning, an updated Mineral Resource Estimate expected within weeks, and a new geophysical drill target — "The Handle" — now underway, Omai continues to build scale rapidly.AGORACOM Small Cap Breaking News | agoracom.com

In der heutigen Folge sprechen die Finanzjournalisten Philipp Vetter und Holger Zschäpitz über Stagflationssignale, crashende Softwareaktien und ein weiterer Großauftrag für Palantir. Außerdem geht es um CF Industries, Mosaic, Archer-Daniels-Midland, Hubspot, UiPath, Atlassian, Zscaler, Snowflake, Gitlab, MongoDB, Salesforce, Datadog, Servicenow, Intuit, Workday, Gartner, Amazon, SAP, Arm, Apple, Samsung, Microsoft, Ionos, Commonwealth Bank of Australia, National Australian Bank, BHP Group, Rio Tinto, Westpac Banking, ANZ Group, Wesfarmers, Xtrackers S&P ASX 200 (WKN: DBX1A2), iShares MSCI Australia (WKN: A0YJ80), Xtrackers II Australia Government Bond ETF (WKN: DBX0GG). Die Infos zum Buch “Project Maven – A Marine Colonel, His Team, and the Dawn of AI Warfare” von Katrina Manson findet ihr hier: https://wwnorton.com/books/9781324123316 Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

En 2026, la IA es un doble filo para el ESG: consume energía masiva (demanda de centros de datos crecerá entre el 165-220% para 2030, según Goldman Sachs y AIE), pero también algo extraordinario que acelerará la sostenibilidad como nunca. Maersk: IA optimiza rutas y puertos : reduce emisiones 9-15% en shipping (3% de emisiones globales). Unilever: Monitorea 24M hectáreas de palma con IA + satélites: cero deforestación y menos desperdicio en helados (~10%). PepsiCo: Lay's Smart Farm con IA : reduce el uso en -15% pesticidas, -5% agua, +5% productividad en cultivos regenerativos. Rio Tinto (minería): Computer vision detecta especies amenazadas en Weipa (Australia) y minimiza el impacto ambiental en la extracción de minerales críticos.

RampartThe Chairman's LoungeCurious Worldview Substack*Leave a review on Apple or Spotify* (nothing does more to help grow the show)Podcast Starter PacksInvestigative JournalistsOffshore Finance/Kleptocracy & Money LaunderingGeopolitics/Economics/Economic DevelopmentExplorers & Adventurers---Who is Joe Aston?For my Australian audience, you'll likely know him from his debut book The Chairman's Lounge, a forensic and damning account of Qantas. But for anyone international, put simply, Joe is among Australia's most consequential journalists.He took over the Australian Financial Review's Rear Window column at just 28, and across a twelve-year tenure transformed it into the most anticipated daily column in Australian business and politics. His former editor called it journalism "like never before seen in Australia and arguably the world." Joe's reporting contributed to the downfall of the CPA Australia CEO and board, the resignation of Rio Tinto's chairman, Alan Joyce's early exit from Qantas, and a long list of uncomfortable reckoning in between.In and amongst the many themes that this podcast covers, the most consistent among them has been journalism and good journalists. And I say that because I think I caught Joe at an interesting juncture in his life. In the last twelve months Joe's gone independent. Leaving the security of the AFR to launch his own media company, Rampart. The work is the same. Breaking the stories from business and politics that his readers have come to expect, but the model is new, and it puts Joe in unfamiliar territory as an entrepreneur which I think is another example of how media business models are being re-cast, and indicative of the direction the best talent is heading towards. We recorded this about ten months into the Rampart journey. We cover his influences, his early years in PR, his personal battles, Rampart and throughout it all, what Joe judges to be, good journalism. Timestamps with Joe Aston00:00 Introduction To Joe02:06 Joe's Influences08:01 Alcoholism14:54 From The Rear Window To Rampart33:59 Journalistic Courage and Ethical Boundaries44:04 Lessons from PR and Corporate Life54:49 Goals for Rampart and Future Media Innovation01:08:06 Serendipity

Send a textDaniel Gledhill is a seasoned manufacturing and engineering leader whose career bridges high-risk industrial operations and precision-driven medical device manufacturing. Daniel leads engineering teams responsible for multiple production areas supporting transcatheter heart valve delivery systems—products where quality, reliability, and patient safety are absolutely critical.Daniel's journey to medical devices began in heavy industry, where he worked as a process, chemical, and metallurgical engineer at Rio Tinto, including leadership roles at copper smelters overseeing sulfuric acid plants, powerhouses, and byproduct operations. These early roles shaped his systems-level thinking, comfort with complex processes, and respect for disciplined operations—skills that would later translate powerfully into regulated medical manufacturing environments.Over nearly ten years at Edwards Lifesciences, Daniel has progressed from manufacturing management into senior engineering leadership, guiding teams through scale-up, process improvement, cross-functional collaboration, and organizational change. His work sits at the intersection of engineering, manufacturing, quality, and leadership—where decisions directly impact both operational performance and patient outcomes.Daniel holds a Bachelor's degree in Chemical Engineering from the University of Utah, along with an MBA from the University of Utah's David Eccles School of Business. This combination of technical and business education informs his balanced approach to leadership—one that values data, people, and long-term system health over short-term wins.In this conversation, we explore what it really means to lead engineering teams in medical device manufacturing, how leadership expectations evolve as engineers move into management, and what lessons from heavy industry can sharpen execution in highly regulated, patient-critical environments.LINKS:Guest LinkedIn: https://www.linkedin.com/in/daniel-gledhill-a6155237/Guest website: https://www.edwards.com/  Aaron Moncur, hostDownload the Essential Guide to Designing Test Fixtures: https://pipelinemedialab.beehiiv.com/test-fixture Subscribe to the show to get notified so you don't miss new episodes every Friday.The Being An Engineer podcast is brought to you by Pipeline Design & Engineering. Pipeline partners with medical & other device engineering teams who need turnkey equipment such as cycle test machines, custom test fixtures, automation equipment, assembly jigs, inspection stations and more. You can find us on the web at www.teampipeline.us Watch the show on YouTube: www.youtube.com/@TeamPipelineus

Fred Bell, COO of Elemental Royalty, joins the program to provide a corporate update following a landmark period that included a NASDAQ listing and the expansion of the company's credit facility to $200 million,. The conversation highlights significant operational milestones, such as first production at the Chapi copper mine and the de-risking of the Cactus project through Hudbay's recent acquisition. Bell also details the rapid success of the company's royalty generation strategy, which has attracted tier-one partners like Rio Tinto and BHP to advance its diverse global portfolio. To conclude, the episode delves into Elemental's pioneering dividend policy, which gives shareholders the option to receive their yield in cash or gold-backed Tether Gold (XAUT) tokens.

Interview with Heye Daun, President & CEO of Koryx Copper Inc.Our previous interview: https://www.cruxinvestor.com/posts/koryx-copper-tsxvkry-seasoned-executives-aim-to-unlock-value-in-huge-namibian-copper-project-6281Recording date: 1st March 2026Koryx Copper Inc. is developing the Haib copper project in Namibia, one of sub-Saharan Africa's most stable and established mining jurisdictions. Under the leadership of CEO Heye Daun, a Namibian citizen, mining engineer, and serial dealmaker, the company has transformed a previously mismanaged junior mining asset into a credible large-scale copper development opportunity in under two years.The Haib project was drilled originally by Rio Tinto in the 1970s but was left undeveloped as copper prices at the time did not support a low-grade sulfide deposit. It eventually passed to Deep South Resources, which proposed bio-heap-leach processing, a method not proven at commercial scale for sulfide material, and subsequently lost its operating licenses. When Daun's team assumed control, they reinstated conventional milling and flotation, the standard and bankable processing route for sulfide copper, and rebuilt both the technical and financial credibility of the asset from the ground up.The resulting PEA published in 2025 modelled just under 100,000 tonnes of annual copper production at a capital cost of approximately $1.5 billion, using a copper price of $4.30 per pound which roughly 30% below spot at the time of the PDAC 2026 interview. The middle-of-the-cost-curve economics hold up at conservative assumptions, and management's stated approach to study assumptions has historically been validated: on both prior Namibian transactions, the step from PEA to PFS maintained or improved the project scope rather than contracting it.The next milestone is the PFS, expected by end of 2026. This study will sharpen engineering and cost estimates, providing a more bankable document for potential financing discussions and strategic partner conversations. Alongside the PFS, Koryx is expanding its mineral resource and adding exploration ground around the Haib project, with a new, larger resource estimate expected in the near term.Financially, the company has moved from a $10 million market capitalisation to raising over $100 million, including a $51 million institutional placement that attracted Middle Eastern and Chinese financial groups as strategic participants. The company states it is sufficiently capitalised to reach an investment decision without further dilutive financing in the near term.The long-term construction path is expected to involve a major mining company or capital partner given the scale of investment required. Daun has been explicit about this: a $1.5 to $2 billion project is beyond the appropriate scope for a junior developer to build independently. Whether that takes the form of a joint venture, acquisition, or offtake-led financing arrangement will be determined in part by prevailing market conditions and the company's share price at the time of the investment decision.For investors, the near-term investment case rests on two catalysts: the mineral resource expansion and the PFS delivery. Both are well-defined, time-bounded events that, if executed credibly, represent meaningful de-risking steps for an asset that already has institutional and strategic interest at the door.View Koryx Copper's company profile: https://www.cruxinvestor.com/companies/koryx-copperSign up for Crux Investor: https://cruxinvestor.com

Vycarb is commercializing a carbon storage technology that mimics ocean chemistry, converting CO2 into bicarbonate—a stable molecule that remains sequestered for hundreds of thousands of years. Based in Brooklyn, the company operates at the intersection of hard science and market-making in carbon removal, where customers, verification standards, and pricing mechanisms are all emerging simultaneously. Garrett Boudinot shares how Vycarb navigated this complexity: closing their first deals with progressive offset aggregators, pivoting from voluntary ESG buyers to compliance-driven ICPs as market dynamics shifted in 2022-2023, and building international pipeline in Asia Pacific and Europe that became essential when US climate policy reversed in 2025.Topics Discussed:Early customer strategy with Frontier Fund and Milkywire as market-making offset aggregators The 2022-2023 market shift from voluntary ESG purchasing to compliance-driven urgency ICP evolution: identifying customers facing carbon taxes versus sustainability commitments International expansion into Singapore and Asia Pacific compliance markets pre-2025 Raising a US climate tech seed round in 2025 during sector-wide funding contraction Scaling pilots iteratively while building verification methodologies for a nascent category Marketing strategy: facility tours, industry-specific PR in cement and aluminum, strategic investor logos Transition from performance metric validation to site-specific commercial design Leveraging strategic investors (Idemitsu, Rio Tinto, Mitsui, Shell) for channel partnerships Building distributed deployment capability from centralized Brooklyn pilot operationsGTM Lessons For B2B Founders:Find customers where your solution impacts P&L, not just valuesProgressive customers build category infrastructure, not just revenueGeographic diversification is risk mitigation, not just expansionCentralized demonstration beats distributed ops at early stageProof of execution replaces messaging in nascent categoriesConvert strategic investors into channel partnersBuild verification infrastructure as you scale, not after//Sponsors:Front Lines — We help B2B tech companies launch, manage, and grow podcasts that drive demand, awareness, and thought leadership. www.FrontLines.ioThe Global Talent Co. — We help tech startups find, vet, hire, pay, and retain amazing marketing talent that costs 50-70% less than the US & Europe. www.GlobalTalent.co//Don't Miss: New Podcast Series — How I HireSenior GTM leaders share the tactical hiring frameworks they use to build winning revenue teams. Hosted by Andy Mowat, who scaled 4 unicorns from $10M to $100M+ ARR and launched Whispered to help executives find their next role.Subscribe here: https://open.spotify.com/show/53yCHlPfLSMFimtv0riPyM

Another season and another road loss at Real Salt Lake. Aaron and Jeremiah do a bit of a debrief on this latest loss down at what was formerly known as Rio Tinto stadium. The guys also dive into the remaining games on this roadtrip as well as figuring out how many points we need for this stretch to keep at least one foot out of doom. In the second segment as part of a crossover event with Lobbing Scorchers Jeremiah talks to John Morrissey of Backheeled about the convergence of USL, MLS and MLS NextPro.Follow John Morrissey on Backheeled.Sponsor

Another season and another road loss at Real Salt Lake. Aaron and Jeremiah do a bit of a debrief on this latest loss down at what was formerly known as Rio Tinto stadium. The guys also dive into the remaining games on this roadtrip as well as figuring out how many points we need for this stretch to keep at least one foot out of doom. In the second segment as part of a crossover event with Lobbing Scorchers Jeremiah talks to John Morrissey of Backheeled about the convergence of USL, MLS and MLS NextPro.Follow John Morrissey on Backheeled.Sponsor

Interview with Matthew D. Gili, President & CEO of Ur-EnergyOur previous interview: https://www.cruxinvestor.com/posts/ur-energy-amexurg-new-leadership-takes-helm-at-active-us-uranium-producer-7904Recording date: 7th February 2026Ur-Energy is positioning itself as a leading domestic uranium producer at a critical juncture for American nuclear fuel security. The Wyoming-based company operates in a market where the United States consumes approximately 50 million pounds of U308 annually but produces only 2-3 million pounds domestically, creating a substantial supply-demand imbalance that favors existing producers.Under new leadership from Matthew D. Gili, who joined in June 2025 with operational experience from Rio Tinto, Barrick Gold, and i-80 Gold, the company is executing a three-tiered growth strategy. The Lost Creek facility, Ur-Energy's primary production hub, is ramping toward record fourth-quarter output with demonstrated recovery rates exceeding 80%. The in-situ recovery (ISR) operation benefits from favorable geology and straightforward chemistry, utilizing oxygen, carbon dioxide, and bicarbonate as reagents.The near-term catalyst is Shirley Basin, a satellite facility currently under construction that will commission in the first quarter of 2026. The operation will load uranium onto resin in the wellfield before transporting it to Lost Creek for processing, leveraging existing infrastructure to minimize capital requirements. With a resource base of approximately 9 million pounds, Shirley Basin is expected to commence yellowcake production in the second quarter.Looking further ahead, the Lost Soldier project represents medium-term expansion optionality. With 4,000 historical drill holes establishing geological confidence, the company is conducting hydrological testing through 18 test wells to determine ISR viability. Management targets publication of a preliminary economic assessment in the third or fourth quarter of 2026, with Lost Soldier envisioned as an even more streamlined satellite requiring only resin capture facilities.The $120 million convertible financing completed in December 2025 provides capital to complete Shirley Basin while maintaining flexibility for a Lost Soldier construction decision and potential portfolio acquisitions. Ur-Energy's contracting strategy balances revenue certainty—with 100% of 2026 production contracted and approximately 70% for 2027—against exposure to uranium price appreciation in a market where policy support for domestic production continues strengthening.View Ur-Energy's company profile: https://www.cruxinvestor.com/companies/ur-energy-incSign up for Crux Investor: https://cruxinvestor.com

In this episode of the Market Maker Podcast, we break down the major M&A transactions reshaping global markets, spanning banking, asset management, mining, media and artificial intelligence.We begin with Santander's $12.2 billion acquisition of Webster Bank and examine what this signals about European banks expanding into the United States. We discuss capital efficiency, deposit strategy and the broader shift in global banking power.Next, we analyse Nuveen's $13.5 billion takeover of Schroders, creating a $2.5 trillion asset management group. We explore consolidation in active management, competitive pressure from passive giants, and what this means for London-listed institutions.We then turn to the mining sector, where merger talks between Rio Tinto and Glencore have once again collapsed. We examine copper's growing strategic importance in the AI era, valuation disagreements, and the geopolitical complexities surrounding critical minerals.In media, Paramount strengthens its $108 billion hostile bid for Warner Bros Discovery. We break down ticking fees, breakup guarantees and how deal structuring can determine takeover outcomes.Finally, we cover Anthropic's $30 billion capital raise at a $350 billion valuation and discuss the sustainability of the AI funding race as competition intensifies between OpenAI, Big Tech and emerging players.If you're interested in mergers and acquisitions, global markets, corporate strategy and the forces shaping capital allocation, this episode provides a structured deep dive into the week's most important developments.(00:00) Episode Overview(02:42) Santander's $12BN US Deal(21:20) Nuveen Buys Schroders(36:02) Mining Mega-Merger Fails(45:57) $108BN Media Takeover Battle(53:37) Anthropic's $30BN Raise