Podcasts about supply demand

Supply/Demand summary - little market reaction; solid export sales; winter wheat harvest progressing.

"Micron (MU) is going to have more free cash flow in 2026 than all of its prior years combined," says Zed Francis, pointing to it as a leading example to the fundamentals supporting it and other AI memory chipmakers. He outlines the "decent runway" he sees for these companies. Matt Bryson offers more insight into the volatility and explains that demand destruction can reignite a substantial push to the downside. Don't just look in the U.S., either, as Matt points to international firms like SK Hynix and Samsung as other winners to watch. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Grains again struggle to hold gains; Supply/Demand and export sales today; Brazil updates supply/demand estimates.

Spot rates on Asia-Europe and Transpacific are climbing fast. The easy explanation is Hormuz. The right explanation is supply and demand, and the data Lars Jensen pulled this week makes the case clearly.In this episode, Lars Jensen and Caroline Weaver cover:NYFI update: Asia-North Europe spot rates have now exceeded the Chinese New Year peak and are closing in on summer 2025 levels, with futures pointing higher. Asia-USWC and USEC continue their sustained upward trendWhy the rate surge is driven by demand outpacing capacity, not fuel surcharges: Asia-Europe demand up 12%, Transpacific up 11% in April, with capacity failing to keep pace on both tradesWhy the 22% capacity injection planned for Asia-Med in July is a Hormuz spillover effect, not a true demand signal, and what it means for peak seasonHormuz update: Iran-Israel escalation, EU sanctions on the Iranian Revolutionary Guard, Houthi re-entry into the conflict, and what closing Bab el-Mandeb would mean for Persian Gulf bypass routesPanama Canal draft restrictions effective July 3rd, what El Niño means for Lake Gatun water levels, and why Lars sees the early action as a positive signWhy Panamanian flag vessel registrations are dropping 1% per month and what the US-China geopolitical battle has to do with itDownload this week's NYFI ReadLog in to NYSHEX PRO and view the data: Asia-North EuropeAsia-USWC/USEC

Recording date: 26th May 2026Olive Resource Capital views the current phase in commodity markets as a healthy, seasonal consolidation following a strong start to the year. While metals and mining equities have largely moved sideways, this reduced volatility is seen as constructive rather than concerning. According to President and CEO Samuel Pelaez and Executive Chair Derek Macpherson, calmer market conditions often create a gradual upward bias, even as broader investor attention shifts toward high-performing sectors like technology.Olive Resource adjusted its portfolio to reflect rising geopolitical risks, particularly those linked to supply disruptions in the Strait of Hormuz. As a result, exposure to Australia and Asia-Pacific mining equities has been significantly reduced, with capital redirected toward cash or regions offering stronger supply-chain reliability. This shift reflects a broader conviction that deglobalisation is accelerating, increasing the strategic importance of mining assets located in politically aligned and stable jurisdictions.Deglobalisation trends driven by pandemic-era disruptions, geopolitical conflicts, and export restrictions on critical minerals are reshaping investment priorities. Assets in Western countries, even for commodities once considered uneconomic to produce domestically, are gaining value due to their security of supply.Within this context, Olive Resource Capital is emphasizing company-specific opportunities over macro-driven bets. Recent portfolio additions, including White Gold Corp, Prospector Metals, Goldsky Resources, Valhalla Metals, and ValOre Metals, were selected for strong management teams and near-term catalysts such as drill results, resource estimates, and project advancements.Macpherson and Pelaez also highlighted a consistent seasonal strategy in junior mining equities: accumulating positions in the spring as exploration begins, and trimming exposure in the fall when results are released and financing activity increases. Overall, the firm's approach centers on jurisdictional reliability, operational catalysts, and disciplined timing in a market where broad momentum remains limited.Sign up for Crux Investor: https://cruxinvestor.com

Freight rates on both Asia-Europe and Transpacific are strengthening and this week Lars breaks down why the driver is fundamentals, not Hormuz. Meanwhile, a vessel explosion in the Gulf of Oman adds fresh tension to an already fragile situation.In this episode, Lars Jensen and Caroline Weaver cover:Why capacity injection on Asia-North Europe and Transpacific is running well below demand growth, and what that means for peak season ratesA breaking report of a vessel explosion in the Gulf of Oman and what it signals about the state of the Hormuz conflictThe five and a half billion dollar added fuel cost burden on the container shipping industry over the past three months and how it compares to total industry EBITGemini Alliance reliability bouncing back to 85% and a standout 98.5% on Asia-US West CoastThe UK ETS taking effect July 1st and the loophole it closes for carriers routing through UK portsUS consumer sentiment hitting its lowest reading since 1952, and whether that translates to freight demand

Supply/Demand delivers super bullish report for wheat; report summary.

Futures under pressure; cash firm; boxed beef slightly lower; Supply/Demand summary.

Wheat leads higher; markets waiting for crop tour results and Supply/Demand report; weather looking good for rest of Northern Hemisphere.

Is the commodity supercycle the next great investment opportunity, or the biggest threat to the current bull market? Lance Roberts breaks down the growing Wall Street narrative that commodities are entering a multi-year boom driven by deglobalization, underinvestment in energy and metals, AI infrastructure demand, and concerns over long-term dollar dominance. But there's a major problem with the thesis: commodity spikes are inflationary, inflation destroys demand, and higher commodity prices often strengthen the U.S. dollar instead of weakening it. We examine the reflexivity problem, the China demand issue, AI's real impact on commodity consumption, and why the “dollar collapse” narrative may be overstated. Key topics include: 0:00 - INTRO 0:50 - Trump - Xi Preview; Earnings Season Winds Down 4:36 - Economic Data Review 6:53 - The Contrarian Trade Continues 11:41 - The Bull Stampede 12:28 - The Commodity Super Cycle 15:16 - Supply/Demand is most important piece of economic equation 16:50 - The Commodity Reflexivity Loop 18:39 - Commodities are Notorious for Reversal 22:36 - The AI Boom Factor 24:15 - Earnings Recap - Stellar Results 30:46 - What's Driving Market Upside - AI Cap-Ex 36:39 - Prior Peaks in Longterm EPS Growth Estimates...and downturns 40:12 - ISM Mfg. vs S&P 500 Annual % Change (chart) Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, Produced by Brent Clanton, Executive Producer ------- Articles Mentioned in Today's Show: "Commodity Supercycle: The Enemy Of The Bull Thesis (Part 1)" https://realinvestmentadvice.com/resources/blog/commodity-supercycle-the-enemy-of-the-bull-thesis-part-1/ "Earnings Estimate Revisions Are Very Optimistic" https://realinvestmentadvice.com/resources/blog/earnings-estimate-revisions-are-very-optimistic/ "Parabolic Semiconductor Rally Is Pricing In 2028 Already" https://realinvestmentadvice.com/resources/blog/parabolic-semiconductor-rally-is-pricing-in-2028-already/ ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/6Rag3wz8r3k ------- Watch today's "Before the Bell" feature, "Iran Headlines Rattle Markets" here: https://youtu.be/RU_xjKIGiDs ------- Watch our previous show, "Annuities: Smart Move or Costly Mistake?" https://youtube.com/live/bIrBY3SVfbQ ------- * REGISTER for our next Candid Coffee, Saturday, May 16: "Financial Organization Made Simple:" https://streamyard.com/watch/SA6aj2aMdMhf -------- Download Lance's Latest e-book, "Laws of Money & Wealth:"https://realinvestmentadvice.com/ria-e-guide-library/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #Investing #SP500 #MarketOutlook #TechnicalAnalysis #Commodities #CommoditySupercycle #Inflation #BullMarket #Investing

Is the commodity supercycle the next great investment opportunity, or the biggest threat to the current bull market? Lance Roberts breaks down the growing Wall Street narrative that commodities are entering a multi-year boom driven by deglobalization, underinvestment in energy and metals, AI infrastructure demand, and concerns over long-term dollar dominance. But there's a major problem with the thesis: commodity spikes are inflationary, inflation destroys demand, and higher commodity prices often strengthen the U.S. dollar instead of weakening it. We examine the reflexivity problem, the China demand issue, AI's real impact on commodity consumption, and why the "dollar collapse" narrative may be overstated. Key topics include: 0:00 - INTRO 0:50 - Trump - Xi Preview; Earnings Season Winds Down 4:36 - Economic Data Review 6:53 - The Contrarian Trade Continues 11:41 - The Bull Stampede 12:28 - The Commodity Super Cycle 15:16 - Supply/Demand is most important piece of economic equation 16:50 - The Commodity Reflexivity Loop 18:39 - Commodities are Notorious for Reversal 22:36 - The AI Boom Factor 24:15 - Earnings Recap - Stellar Results 30:46 - What's Driving Market Upside - AI Cap-Ex 36:39 - Prior Peaks in Longterm EPS Growth Estimates...and downturns 40:12 - ISM Mfg. vs S&P 500 Annual % Change (chart) Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, Produced by Brent Clanton, Executive Producer ------- Articles Mentioned in Today's Show: "Commodity Supercycle: The Enemy Of The Bull Thesis (Part 1)" https://realinvestmentadvice.com/resources/blog/commodity-supercycle-the-enemy-of-the-bull-thesis-part-1/ "Earnings Estimate Revisions Are Very Optimistic" https://realinvestmentadvice.com/resources/blog/earnings-estimate-revisions-are-very-optimistic/ "Parabolic Semiconductor Rally Is Pricing In 2028 Already" https://realinvestmentadvice.com/resources/blog/parabolic-semiconductor-rally-is-pricing-in-2028-already/ ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/6Rag3wz8r3k ------- Watch today's "Before the Bell" feature, "Iran Headlines Rattle Markets" here: https://youtu.be/RU_xjKIGiDs ------- Watch our previous show, "Annuities: Smart Move or Costly Mistake?" https://youtube.com/live/bIrBY3SVfbQ ------- * REGISTER for our next Candid Coffee, Saturday, May 16: "Financial Organization Made Simple:" https://streamyard.com/watch/SA6aj2aMdMhf -------- Download Lance's Latest e-book, "Laws of Money & Wealth:"https://realinvestmentadvice.com/ria-e-guide-library/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #Investing #SP500 #MarketOutlook #TechnicalAnalysis #Commodities #CommoditySupercycle #Inflation #BullMarket #Investing

Grains retreat from highs last week; weather looks good for row crops; markets looking forward to Tuesday's Supply/Demand report and US/China summit; weekly FOB update.

Grain complex under pressure on Iran peace talks; STATS Canada stocks report; EIA energy report; market waits for Kansas crop tour and Supply/Demand next week.

Tim Quast evaluates the Mag 7 using supply‑and‑demand signals rather than earnings hype ahead of a major big tech week. He sees Apple (AAPL) and Microsoft (MSFT) with the strongest setups, warning that Meta Platforms (META), Alphabet (GOOGL), and Amazon (AMZN) may be overextended. Quast argues market mechanics and derivatives positioning matter more than narratives this earnings season.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

What happens when geopolitical tensions collide with domestic economic pressures? In this episode, Gene Tunny is joined by John Humphreys and Tom Switzer to unpack the economic fallout from escalating tensions with Iran. The conversation then turns to Australia's housing affordability crisis—examining whether government policies, population growth, or supply constraints are to blame. Gene would love to hear your thoughts on this episode. You can email him via contact@economicsexplored.com.  Takeaways Housing affordability remains a major challenge in many advanced economies, with strong demand outpacing limited supply. Policies like Australia's 5% deposit scheme can boost prices by increasing demand in an already constrained market. Both supply and demand matter—increasing construction and managing population growth are key levers. International examples (such as Canada) suggest that policy changes can influence housing outcomes. Timestamps Iran Nuclear Tensions and Market Reactions (0:00) Impact of the 5% Deposit Scheme on Housing Affordability (6:02) Supply and Demand Dynamics in Housing (7:51) Proposed Solutions and Policy Reforms (14:50) Long-term Factors Contributing to Housing Affordability (18:55) Final Thoughts and Call to Action (24:08) Links relevant to the conversation Australian Taxpayers' Alliance livestream, Thursday 9 April: https://www.youtube.com/live/hoRKqJhBhUQ?si=_1uHKUG6zCO7vBP1 Tom Switzer's show, Switzerland: https://www.youtube.com/@TomSwitzerMedia Lumo Coffee promotion 10% of Lumo Coffee's Seriously Healthy Organic Coffee. Website: https://www.lumocoffee.com/10EXPLORED Promo code: 10EXPLORED 

Grains mixed following quiet Supply/Demand report; solid export sales; light rains over dry western plains.

Acknowledgement of Country// Headlines:Ceasefire updates in US-Israeli war on Iran, Israeli war on LebanonBen Roberts-Smith arrested on war crimes accusationsGovernment pursues NDIS growth reduction measuresMeta and TikTok accused of censoring life-saving drug harm reduction contentVictorian universities accused of abusing Freedom of Information Act processesFarm Transparency International v The Game Meats Company case Content warning for sexual violence: 13 YARN (13 92 76), Suicide Callback Service 1300 659 467.We played a speech from International Women's Day by Kelly Flanagan, a Wiradjuri woman and survivor of intergenerational trauma, family violence and the prison system, and a member of the collective FIGJAM (Formerly Incarcerated Girls Justice Advocates Melbourne). Kelly spoke about the realities of imprisonment, survival and life beyond the system.// Demi Adejuyigbe, director, comedian, musician, writer, performer based in LA, joined us to discuss his Melbourne International Comedy Festival show 'The Wheel'. Hot off the heels of his award-nominated special 'Demi Adejuyigbe Is Going To Do One (1) Backflip', he returns with a brand-new interactive hour of unpredictable songs, clownish bits, tight jokes, and surprise special guests. In this interview Inez and Demi discussed what it takes to curate a special (and do a backflip), their mutual love for heist films, the importance of independent media, and what to expect at Demi's latest show. The Wheel is running from 7-19 April at The Greek, 168 Lonsdale Street, Melbourne - get your tickets here.// Dr Alistair Sisson, Macquarie University-based housing researcher and urban geographer, spoke with us about a range of housing policy concerns including the impact of supply chain disruptions on residential construction and calls for tax reform in the lead up to this year's Federal Budget. Alistair is a Macquarie University Research Fellow whose work focuses on housing, planning and urban development.//Jessica Harrison, Australian Unemployed Workers' Union member and co-presenter of 3CR's Breadline show, spoke about the ongoing fight to Abolish Work for the Dole leading up to the 10th anniversary of the death of Josh Park Fing in April 2016. Jessica has been active in the AUWU since it was founded, starting the Wonthaggi Branch, and is now on the committee of management. Catch Jessica on Breadline, Mondays at 6PM on 3CR 855AM. Register to attend the 'Justice for Josh: 10 Years On' gathering outside the office of Andrew Giles MP in Thomastown on Friday the 17th of April from 1-2PM here.//

Wheat leads grains lower while soybeans manage a higher close; heavy farmer selling pressures basis; Supply/Demand shows no surprises; EIA proposing to release huge volume of crude oil from strategic reserve.

Grains spike higher then close lower in huge volume day, signs of a top? wheat and soybeans basis sliding; grains gapping lower on night session; Supply/Demand out today.

Futures soar higher on sharply higher energies, food supply fears, and short-covering; shipping costs soaring as well; US dollar rallying, making US exports more expensive; Supply/Demand report tomorrow.

Join Jack Rusk, CEO and Co-Founder of C.Scale, for a deep dive into why the climate conversation in building design and construction is more active today than ever before. As the industry shifts toward decarbonization, the challenge isn't just "wanting" to go green—it's about the data required to get low-carbon materials procured. Jack explores how C.Scale is bridging the gap between supply and demand, providing the transparency needed to turn sustainable building products into a massive competitive advantage.

Ohio has long been at the forefront of the school choice movement—and today tens of thousands of students participate in one of the state's five scholarship programs. In this episode of LiberatED, Kerry McDonald talks with Rabbi Eric "Yitz" Frank, President of School Choice Ohio, and Ann Riddle, Director of Provider School Outreach at School Choice Ohio, to explore how Ohio became a national leader in education freedom. They trace the evolution of the state's first Cleveland Scholarship Program in 1995 to today's increasingly robust voucher programs. But as demand for choice continues to grow, a new challenge has emerged: supply. From facilities constraints to regulatory considerations, what does it take to expand schooling options at scale? The conversation also turns to the new federal education freedom tax credit program and how Ohio is uniquely positioned to benefit—potentially expanding choice to even more families. If you're interested in the intersection of policy, advocacy, and education entrepreneurship, this episode offers a compelling look at how one state is leading the school choice movement. *** Sign up for Kerry's free, weekly email newsletter on education trends at edentrepreneur.org. Kerry's latest book, Joyful Learning: How to Find Freedom, Happiness, and Success Beyond Conventional Schooling, is available now wherever books are sold!

Futures stall after higher opening; cash quiet; boxed beef slightly lower; cash feeders lower; USDA raises cash price estimates in Supply/Demand report.

Corn and wheat quiet following Supply/Demand report while beans push higher; report summary; weather condition update for North and South America.

Quiet day for grains, waiting for today's Supply/Demand report; Russian exports still slow due to weather; Ukraine exports slow due to infrastructure damage; solid export inspections.

David Fetherstonhaugh believe high-bandwidth memory is the real powerhouse driving the AI super cycle. Companies like SK Hynix and Micron (MU), along with their supply constraints, have become a critical focus behind the tech trade for that very reason. David makes the distinction between demand-driven and user-driven cycles to storage chips and how each play a part in memory chip stocks' substantial rallies. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Grains mixed as the market adjusts to index fund rebalancing and slowing export sales; Supply/Demand, Quarterly Stocks and Winter Wheat Plantings reports on Monday; markets waiting for Supreme Court decision on export tariffs.

Gaurav Saran expects a record-breaking year in inventory returns to retailers this year. It's a strain for employees but one that can be alleviated with AI. Gaurav explains where he sees the evolving technology serving as a disruptor, both for good and bad. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Tips for the Holidays by Brittney Tollinchi gives us great advice on how to do more of the things we would love to do during the season, not just what we feel obligated to do.  Cliff's "In the News" is ELECTRIC EGG COOKERS.  Cliff's "Inside the Music" is SUPPLY & DEMAND.  Music - "Mama's Got Her Dancing Shoes On" (music only) by Bev & Cliff Nelson, Mary Lyn Bates.  "Supply & Demand" (full song) by Cliff Nelson, Dee Briggs, Dave Smith, Bill Storms.

Grains mixed following Supply/Demand report; S&D summary; Argentina lowers grain export taxes; more confusion surrounding China soybean purchase commitments. 

Grains pulled lower by weaker soybeans; export inspections; export sales for week ending 11/6; Supply/Demand today.

Wheat and corn higher for the week but soybeans weaker on disappointing Chinese trade progress; USDA to announce farmer aid package today; Supply/Demand tomorrow; world FOB weekly update.

Supply/Demand report delivers bearish news and volatility; world FOB update.

Corn and soybeans back to recent highs, expecting bullish Supply/Demand results tomorrow; Argentina projecting record wheat production; Brazil expecting record soybean production and exports.

Grains mixed as they wait for Friday's Supply/Demand report; pre-release estimates summary; Russia's grains exports see a slow start for this market year.

In this episode, Paul explains how the basic principles of economics — supply, demand, and value — directly apply to leadership. Learn how to balance time, energy, and priorities like an economist, and how to keep your leadership economy stable, healthy, and productive.Host: Paul FalavolitoConnect with me on your favorite platform: Facebook, Twitter, Instagram, TikTok, LinkedIn, Substack, BlueSky, Threads, LinkTreeView my website for free leadership resources and exclusive merchandise: www.paulfalavolito.comBooks by Paul FalavolitoThe 7 Minute Leadership Handbook: bit.ly/48J8zFGThe Leadership Academy: https://bit.ly/4lnT1PfThe 7 Minute Leadership Survival Guide: https://bit.ly/4ij0g8yThe Leader's Book of Secrets: http://bit.ly/4oeGzCI

Grains react to Supply/Demand report; dry weather speeding up maturity and harvesting.

Grains get a bounce ahead of today's Supply/Demand report; Brazil increase last year's production for corn and soybeans.

Grains continue to slip ahead of Supply/Demand report; export sales disappointing; Argentina expecting record corn production this year.

Grains quietly lower, waiting for Friday's Supply/Demand report.

Interview with Philip Williams, Director & CEO of IsoEnergy Ltd.Our previous interview: https://www.cruxinvestor.com/posts/the-next-uranium-supercycle-energy-fuels-isoenergy-on-geopolitics-mills-and-market-gaps-7209Recording date: 4th September 2025IsoEnergy presents a compelling investment opportunity in the uranium sector through its strategically diversified portfolio approach at a time when supply-demand fundamentals are increasingly favorable. The company operates across three premier uranium jurisdictions—Canada, the United States, and Australia—with assets spanning the development spectrum from early-stage exploration to near-term production capability.The Hurricane deposit in Saskatchewan's Athabasca Basin represents IsoEnergy's crown jewel asset, featuring some of the highest uranium grades globally in the world's premier uranium jurisdiction. CEO Philip Williams characterizes Hurricane as a generational asset that will become increasingly valuable as existing mines approach depletion. Cigar Lake, a major producing mine, faces ore exhaustion by 2035, creating what Williams describes as an appreciating asset scenario where every day that goes by, it increases in value.The company's financial strength distinguishes it from capital-constrained competitors. With $85 million in cash and strategic backing from NextGen Energy, which owns 31% of IsoEnergy and contributed $12 million to a recent $50 million financing, the company can optimize development timing rather than rushing to production. This financial flexibility has become increasingly important as the industry faces execution challenges, with multiple uranium companies issuing negative production guidance throughout 2025.Williams observes a fundamental shift in uranium demand dynamics, noting the presence of technology companies like Microsoft at the 2025 World Nuclear Association Symposium actively seeking nuclear power for data centers. This demand evolution coincides with artificial intelligence and cloud computing infrastructure expansion requiring reliable baseload power generation, representing a paradigm shift beyond traditional utility demand.The supply side presents compelling fundamentals despite execution challenges across the industry. Williams argues that the actual real price of getting that marginal pound of production out of the ground is much higher than anyone thinks, suggesting current uranium prices fail to reflect true production economics. Cameco's recent guidance reduction for its McArthur asset exemplifies broader industry production disappointments that have yet to drive appropriate price discovery.IsoEnergy's near-term production optionality comes through the Tony M project in Utah, where the company plans bulk sampling to extract 10,000 to 20,000 pounds of uranium—the first mining activity in nearly 15 years.The company's strategic partnership model multiplies uranium exposure beyond direct asset ownership. IsoEnergy maintains equity positions worth approximately $40 million across six to seven uranium juniors, creating what Williams describes as "lots of shots on goal." The Pure Point joint venture exemplifies this strategy, with the partnership's summer discovery of over 5% uranium grades validating the approach.IsoEnergy's portfolio construction addresses multiple investor preferences across the uranium value chain. Williams notes the company can offer near-term cash flow, high value exploration in the best place in the world, and call optionality with large or high-grade projects. This diversification provides multiple pathways to value creation while mitigating the single-asset risks that have challenged other uranium developers.The combination of world-class assets, strong financial positioning, strategic partnerships, and experienced management positions IsoEnergy to capitalize on the emerging uranium supply-demand imbalance while avoiding the execution risks that have affected competitors.View IsoEnergy's company profile: https://www.cruxinvestor.com/companies/isoenergySign up for Crux Investor: https://cruxinvestor.com

There is no housing market; there are housing markets. We all know that, but all too often forget. Now, as mortgage rates and increasing supply challenge the for-sale sector, rental supply has tapered from its peak, and that sector is firming. Moreover, dynamics vary, often markedly, depending on geography. The nation is dotted with dozens of rental markets that sum to a whole, but each has a different story. On this podcast, Chris Nebenzahl and Zak Nyberg join Dean Wehrli to weave us through the rental market maze. Chris is JBREC's Vice President of Rental Research, who keeps an eye on national trends. Zak is a Vice President of our consulting practice who has conducted rental feasibility work throughout the Sun Belt markets and up the Atlantic Seaboard. We cover supply and demand, rental trends, regional variations, amenities, the capital markets, and more in this episode. 

Vikram Handa is Managing Director of Epsilon Advanced Materials, a leading global manufacturer of sustainable and high-quality Anode & Cathode battery materials for EV and ESS.  Vikram joined the podcast as part of our Critical Minerals Series to break down the supply & demand dynamics of Graphite around the globe. **Disclaimer: This podcast is meant for informational purposes only and does not constitute investment advice.A big thanks to our 3 Minerals & Royalties Podcast Sponsors:--Tracts: If you are interested in learning more about Tracts title related services and software, then please call 281-892-2096 or visit https://tracts.co/ to learn more.--Riverbend Energy Group: If you are interested in discussing the sale of your Minerals and/or NonOp interests w/ Riverbend, then please visit www.riverbendenergygroup.com for more information--Farmers National Company: For more information on Farmer's land management services, please visit www.fncenergy.com or email energy@farmersnational.com

Markets see strong reaction to Supply/Demand report; report summary.

****For an academic understanding of cap rate movements, check out minute 17 from this video here: https://youtu.be/ueCl6Zyl16o

Soybeans lead higher but struggle to hold gains; Supply/Demand report today; CPI in line with estimates.

Grains mixed last week; soybeans higher this morning on Trump talk; Black Sea wheat production adjustments; Supply/Demand tomorrow.

Futures bounce on very strong export sales; Supply/Demand estimates out.

Grains continue lower after Supply/Demand report; excellent weather ahead for pollination; tariff threats cast more bearishness.

On this episode of The Horizon, host John Chang shares key insights from his recent workshop at the Best Ever Conference about critical market trends impacting real estate investment in 2025. Chang analyzes how the new Trump administration's potential policies on tariffs and immigration could impact economic growth, construction costs, and labor markets. He explains why multifamily fundamentals are strengthening as construction pipelines drop dramatically (with starts down 75% from peak) while demographic demand drivers remain strong. Drawing parallels to previous market cycles, Chang notes that the current cap rate expansion represents only the fourth significant instance since 1992, and historically, investments made during these periods have delivered superior returns. The episode provides a comprehensive outlook for commercial real estate investors navigating political uncertainty while positioning for long-term growth. Sponsors: Vintage Capital Capital Gains Tax Solutions Learn more about your ad choices. Visit megaphone.fm/adchoices