Podcasts about Uranium

President Trump holds a joint press conference with an Iranian leader who thanks him directly for ending the six week war, then walks through the terms of the new memorandum: Iran will never have a nuclear weapon, the Strait of Hormuz opens permanently and toll free, and the US pays nothing. Trump promises to release the full document and read it word for word at an upcoming press conference, contrasting it sharply with what he calls the disastrous Obama JCPOA. He addresses the buried enriched uranium stockpile, confirming space based surveillance and a plan to eventually destroy it with no rush involved. Trump also responds to Senator Lindsey Graham's skepticism by floating sending the deal to Congress, mentions a White House UFC event from the previous night, and previews a Versailles dinner invitation from the French president before closing with an update on falling oil prices and record stock market highs.

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

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

Former AFL champion turned macro investor Chris Judd returns to unpack the biggest forces shaping markets right now. From the Iran conflict and energy security to the AI arms race, US interest rates, gold and Australia's productivity problem, Chris explains where he thinks consensus is getting it wrong and how he's positioning the Cerutty Macro Fund to take advantage of the next wave of macro trends.In this episode:00:00 – Chris changes his view on Australian small caps03:24 – Iran, the Strait of Hormuz and why energy matters08:07 – Is Australia at the top of the rate cycle?09:24 – Why Chris disagrees with consensus on US rates13:54 – The real bubble is in bonds19:17 – Will AI create a productivity boom?24:07 – Positioning the portfolio for the AI race31:23 – Australia's gas tax and energy policy debate35:51 – Gold, central banks and sovereign reserves41:23 – The most overlooked investment themes43:47 – The best business Chris has ever seen: Tether45:33 – Why Claude is his investing tool of choice46:19 – Final investing advice: know your game ETFs & stocks mentioned: Gold, Oil, Natural Gas, Copper, Uranium, Helium, Sulphur, Bitcoin, Micron Technology (NASDAQ: MU), Google (NASDAQ: GOOGL), Meta Platforms (NASDAQ: META), Amazon (NASDAQ: AMZN), OpenAI, Anthropic, SpaceX, Zoom Communications (NASDAQ: ZM), SK Telecom (NYSE: SKM), Lynas Rare Earths (ASX: LYC), Santos (ASX: STO), BHP Group (ASX: BHP), Ramelius Resources (ASX: RMS), Tether, US Treasuries, US DollarFor Flowpower, go to flowpower.com.au/residential/equitymates and use code EM50 to score an extra $50 welcome credit when you sign up to Flow Power. T&Cs apply.———Want to get involved in the podcast? Record a voice note or send us a messageAnd come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we've got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)We're particularly excited to share our latest show: Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.

Conrad Black emphasizes the vital economic ties between the U.S. and Canada, noting Canada provides 25% of U.S.aluminum and 20% of its uranium. He expresses confidence that Prime Minister Mark Carney will build necessary oil pipelines to both coasts to benefit the Canadian economy, despite opposition from environmental groups and Carney's own "green instincts." (15)1521

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

Most portfolios already own the AI trade — but almost none own the energy underneath it, and that's exactly where the next big opportunity lives.In this episode of Raise Your Average, hosts Pierre Daillie and Mike Philbrick sit down with Justin Huhn, Founder, Lead Analyst and Editor of Uranium Insider, to unpack why uranium is the missing layer beneath the AI trade — and why the structural supply-demand imbalance in the nuclear fuel cycle may be one of the most consequential and overlooked investment opportunities of the decade.Justin traces uranium's journey from a forgotten commodity trading near $18/lb in 2017 to today's spot price of $85 — and explains why the bull case is more durable now than ever. The convergence of AI data center power demand, Western electricity grid strain, reactor life extensions, hyperscaler nuclear power agreements, and a deeply undersupplied fuel cycle has created a structural setup that, in Justin's view, doesn't require the AI tailwind to deliver significantly higher uranium prices. That tailwind is, as he puts it, "a bonus."The conversation covers the full uranium fuel cycle — from mine to reactor — including why supply simply cannot respond as quickly as demand, why utilities are systematically late to contract, how hyperscalers like Microsoft, Google and Amazon entering the nuclear fuel market is a landmark signal, and how advisors can think about positioning uranium as an infrastructure-adjacent hedge on the AI power squeeze.⏱ Chapters00:00 — Introduction: AI, energy crisis, and the nuclear renaissance 04:04 — Why nuclear is the only power source AI infrastructure actually needs 09:07 — Justin Huhn: from $18/lb uranium to the global nuclear renaissance 13:50 — Safety, carbon, and why the anti-nuclear narrative finally broke 16:16 — Western electricity demand awakens: AI and electrification converge 21:32 — U.S. grid stress: data centers testing the limits of existing infrastructure 23:40 — Every U.S. reactor getting life extended; hyperscalers entering the fuel cycle 26:39 — What Microsoft, Google and Amazon signing nuclear deals actually signals 28:49 — Supply vs. demand: why uranium can't be turned on like an oil well 34:44 — Why uranium price is almost irrelevant to reactor restart decisions 39:17 — How utilities contract uranium: long-term deals, herd behaviour and missed timing 44:57 — Why utilities have been "utterly wrong" about price trajectory — and why that matters 50:35 — How Uranium Insider models supply and demand out to 2040 52:40 — The dynamic trading model: doubling money while outperforming ETFs by 50–60% 53:10 — Reading the physical market, sentiment signals, and RSI for trade timing 57:54 — Uranium as an advisor portfolio play: the AI-adjacent energy infrastructure trade 59:07 — SMR demand, OPG Darlington, and what the next leg of the cycle looks like #Uranium #NuclearEnergy #AIInfrastructure #EnergyInvesting #UraniumInsider #NuclearRenaissance #DataCenterPower #SmallModularReactors #UraniumBullMarket #RaiseYourAverage #CriticalMinerals #EnergyTransition #NuclearStocks #UraniumMining #PowerGrid #AIDataCenters #AlternativeEnergy #PortfolioConstruction #InvestmentStrategy #FinancePodcast

So far the US negotiating team has focused like a laser on the 11 bombs worth of Uranium buried by American munitions in Iran - and for good reason. But did you know, Iran also has access to another site with enough plutonium to make 200 bombs that is largely being overlooked?    Obama's nuclear deal left a huge backdoor wide open for Iran, and as this current war continues to develop,  the threat it poses is increasingly becoming harder to ignore. Ben Hilton breaks it down for you.  Sign up for The Israel Guys Show Notes: https://theisraelguys.com/subscribe/ Follow The Israel Guys on X: https://x.com/theisraelguys Join our Telegram channel: https://t.me/theisraelguys #israel #iran #iranwar #israelnews #trump #Hamas #Hezbollah  

Interview with Bradley Langille, President & CEO of GoGold Resources Inc.Our previous interview: https://www.cruxinvestor.com/posts/gogold-resources-tsxggd-awaiting-final-permits-and-green-light-for-227m-silver-mine-6812Recording date: 9th June 2026GoGold Resources has secured the long-awaited environmental permit for its Los Ricos South silver-gold project in Mexico, clearing the final regulatory hurdle and enabling a formal construction decision. The company expects to begin mobilizing within weeks, marking a major transition from development to build. Backed by a strong financial position, GoGold holds approximately $280–285 million in cash against a total project capital requirement of $227 million, allowing it to fully fund construction without raising equity or taking on debt. This funding strength is supported by steady annual free cash flow of $70–80 million from its producing Parral mine.The project is already well advanced, with roughly 75% of detailed engineering completed and key long-lead equipment, including the SAG mill and filter presses, secured. Major contractors have been engaged, and critical infrastructure such as a 36-kilometre power line is under construction. This level of preparation reduces execution risk and could accelerate the estimated 24-month build timeline.Los Ricos South is expected to produce 7.3 million silver-equivalent ounces annually at a low all-in sustaining cost of $12 per ounce, positioning it as a high-margin operation. Notably, the mine's design prioritizes early access to high-grade ore, which is projected to generate around $400 million in after-tax free cash flow within the first 18 months of full production—nearly double the initial capital investment.At the same time, GoGold is advancing the nearby Los Ricos North project, located 18 kilometres away, with plans to align its permitting and development timeline to follow South. Together, the two projects form a broader district strategy that could support long-term production growth.With a fully funded build, strong cash flow, and a clear expansion pipeline, GoGold is positioned as a financially resilient and operationally prepared player in the silver mining sector.View GoGold Resources' company profile: https://www.cruxinvestor.com/companies/gogold-resourcesSign up for Crux Investor: https://cruxinvestor.com

Interview with Keith Boyle, CEO & Director of New Found GoldOur previous interview: https://www.cruxinvestor.com/posts/new-found-gold-tsxvnfg-fully-funded-drill-program-for-2026-10527Recording date: June 9th 2026New Found Gold Corp (TSXV: NFG | NYSE-A: NFGC) is advancing two gold projects in Newfoundland and Labrador, Canada. Its flagship Queensway Gold Project hosts a NI 43-101 resource of 1.39 million ounces of indicated gold at 2.40 g/t and 0.608 million ounces of inferred gold at 1.77 g/t. The Hammerdown Gold Project, acquired in 2025, provides access to the Pine Cove Mill, a fully permitted, operational processing facility that will receive Queensway Phase 1 ore from Q4 2027, with commercial production targeted for 2028.Hammerdown is in the final stages of its ramp-up to commercial production, defined as sustained 700 tonne-per-day throughput with consistent grade from the open pit. At steady state, the operation is projected to generate $40 to $50 million per year in free cash flow at an AISC of approximately $2,500 per ounce - sufficient to cover corporate overhead and fund the exploration program. The Pine Cove Mill is being doubled in throughput capacity as part of the Phase 1 capital program, removing the need for a separate processing facility at Queensway. A $220 million financing package closed in April 2026 funds Phase 1 construction, with $148 million in cash and marketable securities held as of May 2026.Queensway Phase 1 targets approximately 100,000 ounces per year in the first two years at grades of 12 to 12.5 g/t and an AISC of around $1,300 per ounce. The PEA's base case at US$2,500 gold shows an after-tax NPV of C$743 million, an IRR of 56%, and payback of under two years. The operational team being assembled at Hammerdown, including newly promoted General Manager of Mines Mark Ross, will transfer directly to Queensway.A 90,000-metre drill program is underway across a 110-kilometre land package, with the Dropkick zone, returning intercepts of up to 42.79 g/t Au over 14.95 metres and excluded from the current MRE, among the key targets. An updated resource estimate incorporating Dropkick is expected in 2026.—Learn more: https://cruxinvestor.com/companies/new-found-goldSign up for Crux Investor: https://cruxinvestor.com

Interview with Alex Walker, Director & CEO of East Star Resources PLCOur previous interview: https://www.cruxinvestor.com/posts/east-star-resources-lseest-endeavour-xinhai-deals-transform-2026-outlook-8740Recording date: 9th June 2026East Star Resources (LSE:EST) is a London-listed mining company with a focused strategy: identify, advance, and partner world-class copper and gold assets in Kazakhstan, one of the world's most mineral-rich but systematically underexplored countries. The company has moved well beyond its origins as a conventional junior explorer. It now holds two major joint ventures — one with Xinhai Mining on its Verkhuba copper deposit, and one with Endeavour Mining across two Kazakh gold belts alongside a portfolio of 100%-owned projects led by the Rulikha copper deposit.The core investment proposition rests on a simple structural advantage: East Star has secured the funding, operational capability, and technical resources of two large, credible mining companies to advance its assets, whilst retaining material economic interests without bearing the associated capital costs. At Verkhuba, Xinhai is funding the project through to production in exchange for 70% of the asset. East Star keeps 30%, free-carried. With a mining licence application targeted for submission this year, construction planned for end-2027, and first cash flow anticipated by end-2028, Verkhuba represents a defined, near-term pathway to copper production cash flow for East Star shareholders without a single further dilutive equity raise required on their part.The Endeavour Mining joint venture operates on a different but equally compelling logic. Endeavour is committing up to $25 million across two exploration programmes in the Stepnogorsk and Karaganda regions, targeting a minimum 2-million-ounce gold discovery. East Star is free-carried at 20% through to prefeasibility. The company's CEO, Alex Walker, has been explicit about the scale of potential value: a 20% interest in a major gold deposit developed by a FTSE 100 operator could be worth, in his assessment, a billion dollars for East Star's share alone. That outcome is speculative and dependent on exploration success but the structure means East Star reaches the point of knowledge without paying for it.Underpinning both JVs is a proprietary competitive advantage that is difficult to replicate. East Star's geological database combined with years of in-country relationship-building with local authorities, communities, and regional officials, gives the company an informational and operational edge in a jurisdiction where most international explorers are only beginning to establish a presence. Walker describes Kazakhstan in terms that evoke Western Australia a generation ago: a province of extraordinary endowment, with the majority of its mineral belts still available for systematic modern exploration.Beyond the JVs, the 100%-owned pipeline including Rulikha at 23 million tonnes and 2.4% copper equivalent, alongside Rulikha North, Telescope, Picket, and Snowy, all provide additional optionality. Each asset carries independent discovery and JV potential, creating multiple pathways to value creation that are not dependent on any single outcome.For investors seeking exposure to copper and gold in a structure that limits dilution risk, provides near-term production catalysts, and offers meaningful upside from major-company-funded exploration, East Star Resources warrants serious consideration.View East Star Resources' company profile: https://www.cruxinvestor.com/companies/east-star-resourcesSign up for Crux Investor: https://cruxinvestor.com

Interview with Glenn Jessome, President & CEO of Silver Tiger Metals Inc.Our previous interview: https://www.cruxinvestor.com/posts/silvers-designation-opens-support-pathways-as-advanced-projects-target-2026-milestonesRecording date: 6th June 2026Silver Tiger Metals has reached a major milestone at its El Tigre project in Sonora, securing the first Mexican construction permit granted to a foreign mining company since 2019. Now over three months into building a high-margin heap leach silver and gold mine, the project is fully funded by a recent USD 60 million financing round. With earthworks underway and a 50-person camp operational, the build currently remains ahead of schedule. Management anticipates the first doré pour by December 2027, officially transitioning the firm from a development-stage company into a near-term producer.The financial projections for El Tigre are highly compelling. At current spot prices, the surface heap leach mine boasts a standalone after-tax net present value of roughly USD 800 million, an internal rate of return of 92 percent, and generates USD 100 million annually over an initial 10-year life. Crucially, the company also released an assessment for an adjacent underground mine featuring a 15-year lifespan and a USD 830 million valuation. Unlike many Mexican epithermal deposits where surface mining blocks deeper extraction, El Tigre's underground ore body lies entirely outside the surface footprint. This spatial advantage allows both operations to run concurrently, sharing infrastructure and drastically reducing the initial capital expenditure for the underground expansion.Beyond the established plan, Silver Tiger is aggressively pursuing exploration upside. Drilling has resumed on northern veins located 700 meters away, targeting an additional three million tonnes of silver equivalent. This expansion could nearly double the underground resource. Despite a recent dip in share price, the company views its current valuation as a massive discount to the combined theoretical project value of up to USD 1.8 billion. As the December 2027 production target approaches and debt providers actively compete to offer favorable financing terms, Silver Tiger is uniquely positioned to capitalize on a generational peak in precious metal prices.Learn more: https://www.cruxinvestor.com/companies/silver-tiger-metalsSign up for Crux Investor: https://cruxinvestor.com

Interview with Arturo Préstamo Elizondo, Executive Chairman & CEO of Santacruz Silver Mining Ltd.Our previous interview: https://www.cruxinvestor.com/posts/santacruz-silver-mining-tsxvscz-undervalued-investment-series-with-arturo-prestamo-10185Recording date: 9th June 2026Santacruz Silver Mining entered 2026 with improving operations, rising financial strength, and a clearer path to growth across its Bolivian and Mexican assets. In the first quarter, the company produced about 2.3 million silver-equivalent ounces, including 1.3 million ounces of silver and roughly 21,000 tonnes of zinc, alongside smaller lead and copper output. Stronger silver prices and better operating performance helped drive a solid financial quarter, with management expecting production to rise further in the second quarter.The company's most important near-term focus is the Bolivar mine in Bolivia, where excess water in key mining zones has limited access to high-grade silver areas. Santacruz is carrying out a dewatering program to restore output from the Pomabamba and Nena veins, with a goal of returning to budgeted production levels by the fourth quarter of 2026. Management believes this recovery will not only lift silver volumes but also lower mining costs at one of its most important assets.Despite more than a month of political unrest in Bolivia tied to tensions between President Luis Arce and former President Evo Morales, Santacruz says its operations have remained on budget and uninterrupted. The company has reduced risk by storing key supplies in advance and using rail for most concentrate shipments, limiting exposure to road blockages.Santacruz is also positioning itself for the next phase of growth. It expects to move from the TSX Venture Exchange to the TSX main board within weeks, a step intended to improve liquidity and attract a broader investor base. Management also plans to launch a share buyback, signaling confidence that the market undervalues the business. Beyond Bolivar, the company is advancing Soracaya, a brownfield Bolivian asset with a strong silver profile, as its main medium-term growth project in a silver market supported by persistent supply deficits.View Santacruz Silver Mining's company profile: https://www.cruxinvestor.com/companies/santacruz-silver-miningSign up for Crux Investor: https://cruxinvestor.com

Interview with Thomas Abraham-James, President & CEO of Pulsar Helium Inc.Our previous interview: https://www.cruxinvestor.com/posts/pulsar-helium-tsxvplsr-building-americas-primary-helium-supply-9105Recording date: 8th June 2026Pulsar Helium (TSXV:PLSR) sits at the intersection of a structural commodity supply crisis and an accelerating domestic US critical minerals agenda. The company is developing the Topaz helium project in northern Minnesota, a primary helium resource that does not depend on natural gas production economics, carries an average helium concentration of 8.1% across seven drilled wells, and is now backed by a completed regulatory framework, a major US engineering partner, and production-ready drilling scheduled for September 2026.More than 95% of global supply is produced as a byproduct of natural gas processing, which means output cannot be increased in response to price signals. When a major production node goes offline, the market has no rapid self-correcting mechanism. Two major nodes are now offline simultaneously. The closure of the Strait of Hormuz to container shipping has cut Qatar's export route — Qatar historically supplying approximately 35% of global helium. Russia, contributing a further 10%, has introduced export controls. The combined disruption has removed approximately 45% of global helium supply from the market. The CEO of QatarEnergy has indicated that restoring full production capacity could take three to five years. US customers are already reporting order allocations of 50% of typical volumes, with premiums on top.Against this backdrop, Topaz's geological profile is genuinely differentiated. The project was identified following an accidental discovery during nickel and copper exploration drilling, when a drill hole returned helium concentrations between 10-12% and is among the highest ever recorded. Since listing via IPO in the third quarter of 2023, Pulsar has drilled seven wells across the project area. All seven encountered gas. The current average concentration of 8.1% places Topaz in an entirely different grade regime from conventional byproduct production and makes primary extraction commercially viable as a standalone helium operation.The regulatory picture has materially improved. Minnesota had no prior framework for gas production. In 2024, the state legislated helium as a regulated commodity. In June 2026, the operational regulations were finalised — a process driven substantially by Pulsar's own work at Topaz. The removal of this non-geological risk represents a meaningful de-risking event for the project's development timeline.The confirmation of Helium-3 at Topaz adds a longer-horizon dimension. Helium-3 has applications in quantum computing and fusion research and is currently transferred between US government agencies at approximately US$18.7 million per kilogram. No commercial separation process exists at scale yet, and management has been measured in how it frames characterising Helium-3 as the cherry on top whilst keeping Helium-4 production as the operational priority. That framing is appropriate, but the optionality is real.The risk profile is consistent with a development-stage company. The resource has not yet been independently quantified at full scale. The economic assessment is pending. Production-ready well drilling has not yet commenced. Investors should size positions accordingly. But for those with the risk appetite for early-stage resource exposure, the combination of a 100% drilling success rate, a completed regulatory framework, a confirmed supply crisis with a multi-year recovery horizon, and an engineering partner already at work makes the near-term catalyst pathway unusually clear.View Pulsar Helium's company profile: https://www.cruxinvestor.com/companies/pulsar-heliumSign up for Crux Investor: https://cruxinvestor.com

Interview with Hayden Locke, President & CEO of Marimaca Copper Corp.Our previous interview: https://www.cruxinvestor.com/posts/marimaca-copper-tsxmari-tier-one-discovery-potential-alongside-mod-growth-10320Recording date: 8th June 2026Marimaca Copper's Pampa Medina discovery in Chile's Antofagasta region is emerging as a potentially world-class copper asset, with drilling confirming both exceptional grades and expanding scale. Recent results from key drill holes have defined an ultra high-grade bornite-rich core, including intersections such as 16 metres at 5.7% copper and 62.6 g/t silver. These findings sit within a broader mineralised column that can reach up to 100 metres in thickness at average grades around 1.2% copper, significantly enhancing the project's economic potential.Drilling has now confirmed mineralisation across an area exceeding 2 square kilometres, with the system remaining open along a northeast–southwest trend and at depth. Based on early geometric assumptions, the deposit could host between 120 million and 500 million tonnes of ore, depending on true thickness. The presence of mineralisation in multiple geological units, including newly identified zones in basement rocks, further supports the potential for substantial expansion.These developments are prompting a shift in mining strategy. Rather than a selective underground approach, Marimaca is evaluating bulk mechanised mining methods that could lower costs and allow extraction of a larger portion of the mineralised column. This shift could materially increase recoverable tonnage and improve project economics.While the Marimaca Oxide Deposit remains the company's near-term development priority—and is considered valuable enough to justify the current market valuation on its own—Pampa Medina is increasingly seen as a standalone tier-one opportunity. Ongoing drilling, a forthcoming maiden resource estimate, and strong copper market fundamentals position the discovery as a potentially significant asset in a supply-constrained global market, with the scale and location likely to attract interest from major mining companies.View Marimaca Copper's company profile: https://www.cruxinvestor.com/companies/marimaca-copperSign up for Crux Investor: https://cruxinvestor.com

Interview with Dr. Mike Jones, MD of Impact Minerals Ltd.Our previous interview: https://www.cruxinvestor.com/posts/impact-minerals-asxipt-pitch-perfect-october-2025-8328Recording date: 8th June 2026Impact Minerals Limited (ASX:IPT) is undergoing a deliberate and material transformation. What began as a junior mining explorer is becoming, under the direction of Managing Director Dr. Mike Jones, a specialty chemicals and material science company with a credible path to producing high-purity alumina which is  a critical input for battery separators, artificial sapphire, advanced ceramics, and semiconductor components.The company's commercial strategy rests on two interconnected assets. The first is a 50% stake in Alluminous, which holds a patented solvent extraction process for producing HPA from widely available chemical feedstock. That intellectual property is now protected across the United States, Canada, and Southeast Asia, jurisdictions that management views as the primary commercialisation markets. The second is the Lake Hope clay project in Western Australia, where a Pre-Feasibility Study has been completed and work toward a Definitive Feasibility Study is underway.What has sharpened investor attention recently is a process engineering breakthrough at the Alluminous pilot plant. By modifying the orientation of impellers in the solvent extraction stage, the team achieved up to ten times the originally designed throughput. Dr. Jones has stated that this discovery could allow the company to reach production capacity comparable to its listed peers for under AU$10 million in capital — against the AU$200 million-plus spent by those peers to reach similar output levels. The scoping study for a 2,000-tonne-per-annum commercial plant is expected to provide independent cost validation shortly, making it one of the most significant near-term catalysts for the stock.The competitive context is instructive. Alpha HPA carries a market capitalisation of approximately AU$650–700 million. Advanced Energy Minerals trades at approximately AU$250–300 million. Both began as resource companies and have re-rated substantially as they have moved toward production. Impact Minerals currently sits at a significant discount to both, at a stage where the technology has been proven in batch mode, IP is protected, and initial customer engagement — including 3kg sapphire-grade samples dispatched to European buyers — is underway.The market entry strategy is measured. Rather than chasing premium 5N pricing immediately, management has chosen to enter the higher-volume 3N advanced ceramics segment first, building commercial credibility before moving up what Dr. Jones calls the "pyramid of purity." This approach mirrors the path taken by peers and reduces the risk of prolonged customer qualification timelines.The company's byproduct streams add further resilience to the investment case. Potash which is almost entirely imported into Western Australia and aluminium chlorohydrate have both attracted early buyer interest and are the subject of a separate scoping study. A joint venture on these streams would allow Impact to advance its HPA programme without proportional increases in capital expenditure.The principal risks are clear and should be held alongside the opportunity. Back-end engineering challenges remain unresolved, the technology has not yet been demonstrated at scale, and the company is pre-revenue. However, with patent protection secured, a breakthrough in production efficiency, a clear commercialisation roadmap, and peers trading at valuations ten to twenty times higher, the risk-reward profile at current prices warrants serious investor attention.View Impact Minerals' company profile: https://www.cruxinvestor.com/companies/impact-mineralsSign up for Crux Investor: https://cruxinvestor.com

Interview with Frederick H. Earnest, President & CEO of Vista GoldOur previous interview: https://www.cruxinvestor.com/posts/vista-gold-nysevgz-undervalued-investment-series-with-frederick-h-earnest-9735Recording date: 4th June 2026Vista Gold is advancing its Mt Todd gold project in Australia's Northern Territory through a disciplined three-pillar strategy focused on permitting, people, and engineering, as it moves toward a definitive investment decision. The project, one of the largest undeveloped gold assets in the country, holds 5 million ounces in reserves and 10 million ounces in total resources. Recent efforts have centered on resizing operations from 50,000 to 15,000 tons per day to improve capital efficiency, prompting modifications to existing permits rather than entirely new approvals.Permitting remains the most time-sensitive component. Key steps include updates to mining and operating permits, engagement with Aboriginal stakeholders, and preparation for federal environmental approval under the EPBC Act. The application is expected in late 2026, with a decision timeline of six to nine months.At the same time, Vista Gold is strengthening its leadership team, hiring senior executives across technical, approvals, and external relations functions. The company is also recruiting an Australia-based Managing Director to oversee local development and support financing efforts, including a potential listing on the Australian Securities Exchange.Engineering optimization is a major value driver. Metallurgical testing aims to refine processing efficiency, while a geotechnical study on the Batman Pit could significantly reduce waste movement. If successful, this adjustment may lower mining costs by up to $200 million or unlock additional gold reserves.Project economics are highly sensitive to gold prices. At $3,300 per ounce, Mt Todd carries a net present value of $2.2 billion and an internal rate of return near 45%. With gold trading above $4,500, the project's upside is substantially greater. Despite this, Vista Gold's market valuation remains well below its estimated asset value, positioning the project as a leveraged play on strong gold market conditions.View Vista Gold's company profile: https://www.cruxinvestor.com/companies/vista-gold-corporationSign up for Crux Investor: https://cruxinvestor.com

Interview with Peter Akerley, President & CEO of Erdene Resource Development Corp.Our previous interview: https://www.cruxinvestor.com/posts/erdene-resource-development-tsxerd-first-gold-flows-as-multi-mine-district-strategy-unfolds-8931Recording date: 6th June 2026Erdene Resource Development has entered a new phase as a gold producer with the successful commissioning of its Bayan Khundii mine in southwestern Mongolia. The operation reached commercial production in early 2026 and is already generating strong financial results, including roughly C$100 million in revenue and EBITDA margins մոտ 50%. However, the company's immediate priority is improving ore grades, which are currently around 2.5 g/t compared to the 3.8 g/t reserve target. Addressing dilution and optimizing processing are expected to significantly lower costs and boost cash flow.The mine was developed through a 50/50 joint venture with Mongolian Mining Corporation (MMC), whose local expertise and workforce enabled construction to be completed in just 22 months at a cost of $120 million. This partnership remains central to operations, while Erdene retains long-term upside through a royalty structure that increases its economic share after certain production thresholds are reached.Looking ahead, Erdene is focused on expanding production within the Khundii Minerals District. Near-term opportunities include integrating the high-grade Dark Horse satellite deposit and evaluating a heap leach facility to process lower-grade material, potentially adding up to 35,000 ounces annually. Exploration success to the west of the current pit could also extend mine life and increase output.Beyond Bayan Khundii, the company holds additional assets that are not fully reflected in its valuation. These include the Altan Nar gold-polymetallic project and the large Zuun Mod molybdenum-copper deposit, with a preliminary economic assessment expected in late 2026. Financially, Erdene is in a solid position with no corporate debt and plans to fully repay project-level debt by 2027, after which it may prioritize expansion, dividends, or share buybacks.View Erdene Resource Development's company profile: https://www.cruxinvestor.com/companies/erdene-resource-developmentSign up for Crux Investor: https://cruxinvestor.com

Enjoyed our podcast? Shoot us a text and let us know—because great conversations never end at the last word!This week on TezTalks Radio, host Brandon Langston welcomes back Ben Elvidge to discuss the next evolution beyond Uranium.io: **Metals.io>.Last time, the conversation focused on uranium and the challenge of making a difficult physical commodity accessible through modern financial infrastructure.This time, the lens gets much wider.Metals.io expands that vision into a broader universe of materials including gold, uranium, strategic metals, and upcoming additions like cobalt, silver, palladium, and nickel. At the heart of the discussion is a simple question:Why are some of the world's most important materials still so difficult for ordinary investors to access directly?

To join Uranium Insider's email list: https://bit.ly/4p6b3pN This video is intended for entertainment and educational purposes ONLY. Always do your own due diligence before making any financial decisions. In this episode, Justin discusses the de-risked primary and secondary demand, and the fragile uranium supply chain supporting it. Justin Huhn is the Founder and Publisher of the Uranium Insider Newsletter...the only investing newsletter that focuses solely on #uranium and publishes on a regular monthly basis. Tags: Cameco CCJ Small Modular Reactor SMR Commodities Uranium Stock Markets Technical Analysis SP500 Dow Nasdaq Insider Picks Charts Resource Investing #nuclear #gold #silver #inflation #recession #depression #bitcoin #dollar #dxy #macro #monetary #communism #capitalism #money #currency #debt #crisis #food #water #prepare #climatechange #energy #crypto #investing #ai

Interview with Rudi Deysel, Managing Director & CEO of West Wits MiningOur previous interview: https://www.cruxinvestor.com/posts/west-wits-mining-asxwwi-delivers-first-gold-and-sets-course-on-expansion-pathway-9773Recording date: 5th June 2026West Wits Mining has reached a pivotal stage in the development of its Qala Shallows gold project in South Africa, marking a transition from early-stage infrastructure work to direct ore extraction. The company has successfully completed a key underground decline and broken into Level 2, enabling access to the primary ore body and setting the foundation for improved production performance.This milestone allows the operation to shift from extracting lower-grade development ore—previously diluted by surrounding waste rock—to higher-grade stoping ore sourced directly from the reef. As stoping activities expand, gold grades are expected to progressively increase toward a target of approximately 3 grams per tonne, improving recoveries, reducing unit costs, and strengthening overall project economics.Operational readiness has been supported by new mining equipment and an expanded fleet, enabling simultaneous work across multiple mining faces. This enhances flexibility, reduces downtime, and supports consistent production rates while reinforcing safety and operational discipline.West Wits is also advancing a scoping study, due by the end of July 2026, to define the optimal pathway for scaling the project to a steady-state production target of 70,000 ounces per year by 2028. The study will evaluate mining methods, processing options, and infrastructure requirements, including the potential use of third-party facilities versus a standalone plant.Financially, the company is nearing closure of a syndicated debt facility that will fund remaining capital requirements through to projected break-even, estimated within 30 months of the feasibility baseline.Beyond Qala Shallows, West Wits is progressing exploration at its Bird Reef Central project, aiming to establish a resource from a gold-uranium target. Together, these developments position the company for multi-asset growth within the historically significant Witwatersrand Basin.View West Wits Mining's company profile: https://www.cruxinvestor.com/companies/west-wits-miningSign up for Crux Investor: https://cruxinvestor.com

Interview with Heye Daun, President & CEO of Koryx CopperOur previous interview: https://www.cruxinvestor.com/posts/koryx-copper-inc-tsxvkry-institutional-capital-backs-haib-development-pfs-by-year-end-9455Recording date: 4th June 2026Koryx Copper is advancing the Haib copper-molybdenum-gold project in Namibia into what could become one of the world's significant long-life copper operations. The company is targeting annual production of approximately 120,000 tonnes of copper, with a mine life exceeding 30 years, positioning Haib among a limited group of large-scale development-stage projects globally.A major shift in the project's economics comes from the introduction of coarse particle flotation (CPF), a proven processing technology that enables early rejection of about 25% of low-grade material while losing only a small fraction of contained copper. This significantly increases the effective grade of processed ore, lifting copper equivalent grades to around 0.5% in the first decade—well above historical perceptions of Haib as a low-grade deposit.Koryx has also simplified the flowsheet by eliminating heap leaching and moving to a fully flotation-based system. This change not only reduces operational complexity but allows recovery of molybdenum and gold byproducts, adding roughly 15% to project value. Combined with an improved strip ratio and optimized mine plan, these enhancements are expected to increase net present value and key economic metrics by 20–30%.The project will require an estimated $1.8 billion in capital expenditure, making a strategic partnership the most likely development path. Koryx is actively engaging potential partners, including major mining companies, commodity traders, and institutional investors, with joint ventures or acquisition scenarios viewed as probable outcomes.Located in Namibia, a stable and mining-friendly jurisdiction, Haib benefits from established infrastructure, regulatory clarity, and access to power and water resources. With global copper demand rising due to electrification trends and limited new supply, Haib's scale, improved economics, and long mine life position it as a compelling asset in the evolving copper market.View Koryx Copper's company profile: https://www.cruxinvestor.com/companies/koryx-copperSign up for Crux Investor: https://cruxinvestor.com

Justin discusses the supply and demand developments for the uranium market for 2025, and how they are setting up the next move for uranium in 2026. To join our email list, click here: https://bit.ly/4p6b3pN

Recording date: 5th June 2026Global financial markets are exhibiting a striking disconnect between geopolitical risk and investor behavior, as major U.S. equity indices simultaneously reached record highs despite escalating tensions in the Strait of Hormuz. Ongoing missile exchanges and a fragile ceasefire between the United States and Iran have done little to unsettle equities, creating what market observers describe as a “Goldilocks” environment where negative macro risks are largely ignored. At the same time, attention has narrowed sharply toward the anticipated $75 billion SpaceX initial public offering, which is drawing liquidity away from bonds, Bitcoin, and commodities.The scale of the SpaceX IPO is expected to have meaningful mechanical effects on markets. With rapid inclusion into major indices, institutional investors are likely to position ahead of forced index buying, potentially diluting existing index constituents. This dynamic has contributed to strong performance in select equity sectors, particularly technology, while other asset classes lag.In contrast to declining gold and oil prices, copper has emerged as a standout performer. Supply-side constraints - including reduced production guidance from major miners such as Freeport-McMoRan, Ivanhoe Mines, and Codelco - have tightened the market. Additional risks stem from the Strait of Hormuz, a critical transit route for sulfuric acid used in copper processing. Stronger-than-expected industrial data from both the United States and China has further reinforced demand for the metal.Meanwhile, developments in the mining sector highlight emerging friction in global dealmaking. Chinese regulators have raised concerns that Zijin Mining's proposed acquisition of Allied Gold is overpriced, signalling potential constraints on future outbound mergers and acquisitions.Against this backdrop, investors are adopting a cautious stance. Elevated cash positions and expectations of summer volatility - driven by geopolitical uncertainty, IPO-related liquidity shifts, and seasonal commodity weakness - suggest that while markets appear calm, underlying risks remain significant.Sign up for Crux Investor: https://cruxinvestor.com

Interview with William Sheriff of Manhattan MetalsRecording date: 22nd May 2026Manhattan Metals Corp is a pre-IPO gold and silver company with a business model that is straightforward in concept but rare in practice: acquire small, high-grade gold deposits in Nevada that major mining companies overlook, and process them through a centrally owned mill to generate near-term cash flow. The company was founded by Bill Sheriff, a veteran geologist with decades of exploration experience in Nevada and a track record of executing this exact model in the Yukon.The core insight behind Manhattan Metals is that Nevada, one of the most gold-rich states in the US, with more than 300 identified gold districts, contains hundreds of viable deposits that sit idle because they do not meet the scale requirements of major producers. A deposit of 250,000 ounces of gold is worth over one billion dollars at current prices. Yet without a mill and without institutional-scale tonnage, it generates nothing. Manhattan Metals is positioning itself as the entity that provides the missing infrastructure.The company has already acquired a 400-ton-per-day gravity flotation mill which is a tangible hard asset that distinguishes it from the majority of junior mining companies whose primary asset is a future promise. The mill needs to be relocated and repermitted, a process expected to take approximately two years, and site selection is the near-term priority before a public listing proceeds. A smaller 20-to-25-ton-per-day circuit is also planned for exceptionally high-grade, low-tonnage material.Manhattan Metals currently controls seven Nevada properties, including one with a historic resource of several hundred thousand ounces and an underexplored high-grade vein system with only three drill holes completed. Beyond its owned assets, the company has identified more than 50 additional candidate deposits and owns an in-house reverse circulation drilling rig to validate them cost-effectively. The technical team includes a senior metallurgist with international milling and heap-leach experience which Sheriff acknowledges is in short supply across the industry.The investment case rests on several distinct pillars. First, the strategy addresses a segment of the market with no meaningful competition, as both major miners and conventional juniors are oriented toward different scale targets. Second, the model is designed to generate revenue relatively quickly compared to traditional junior mining timelines, reducing the dilution risk that characterizes most early-stage resource companies. Third, management has signaled a long-term intention to pay dividends, an unusual and investor-friendly commitment in this sector.The primary risks are permitting timeline uncertainty, the pre-revenue nature of the company, and the operational complexity of moving and reestablishing a milling facility. These are real and material considerations. However, the combination of a proven operator, owned infrastructure, an in-house drilling capability, and a clearly defined pipeline of assets positions Manhattan Metals as one of the more substantively prepared pre-IPO mining companies currently approaching public markets.For investors seeking gold exposure grounded in operational execution rather than speculative exploration, Manhattan Metals represents a proposition worth evaluating closely as it moves toward its public listing.Learn more: https://cruxinvestor.comSign up for Crux Investor: https://cruxinvestor.com

Interview with Janet Lee Sheriff, Director & CEO of Verdera EnergyOur previous interview: https://www.cruxinvestor.com/posts/verdera-energy-tsxvv-premium-uranium-portfolio-with-20m-to-spend-9385Recording date: 22nd May 2026Verdera Energy is emerging as a uranium development company focused on unlocking the potential of New Mexico, a jurisdiction that management believes could play an increasingly important role in future US uranium supply. At a time when energy security, nuclear power expansion, and artificial intelligence-driven electricity demand are becoming major investment themes, the company is positioning itself to benefit from a growing emphasis on domestic uranium production.The foundation of the investment case is the company's substantial resource base at approximately 88 million pounds of historic and known uranium resources across multiple projects in New Mexico. The flagship West Largo project is currently undergoing modernization through an updated NI 43-101 technical report, while additional work is being completed to evaluate resource expansion opportunities and future development pathways.A key differentiator for the company is its focus on in-situ recovery (ISR) uranium projects. ISR has become one of the preferred uranium extraction methods due to its potential for lower capital requirements and reduced environmental disturbance compared to conventional mining techniques. Management believes West Largo represents one of the most attractive ISR opportunities in the United States and could become a significant asset as domestic uranium demand grows.Beyond its resource base, Verdera possesses a potentially valuable strategic asset in the form of historical geological information. According to management, the company controls more than 90% of the proprietary uranium exploration data available in New Mexico. This extensive database, accumulated from previous operators including Kerr-McGee and URI, may help reduce exploration risk, improve targeting efficiency, and accelerate project advancement.The broader opportunity extends beyond individual projects. Management believes New Mexico remains an underappreciated uranium jurisdiction despite hosting substantial uranium resources and important nuclear-related infrastructure. As the United States seeks to reduce dependence on imported uranium and strengthen domestic supply chains, jurisdictions capable of supporting large-scale uranium production may receive increasing attention from investors, industry participants, and policymakers.Another important aspect of Verdera's strategy is its emphasis on community engagement and social licence. The company recognizes that historical uranium mining activities created concerns among local communities and Indigenous groups. CEO Janet Lee Sheriff brings approximately three decades of experience working with Indigenous communities in Canada's Yukon and is applying a similar relationship-based approach in New Mexico. Through educational initiatives, stakeholder engagement, and industry conferences, management is seeking to build trust and support for future development activities.Looking ahead, investors should monitor several potential catalysts. These include updated resource estimates, technical studies, permitting milestones, drilling programs, infrastructure planning, and potential strategic partnerships. The company is also evaluating opportunities involving central processing facilities and possible joint ventures that could support future project development.As nuclear energy continues to gain support as a reliable, low-carbon power source and as electricity demand rises from emerging technologies such as artificial intelligence, domestic uranium production is becoming increasingly important. With a large resource base, significant proprietary data holdings, experienced leadership, and exposure to a strategic uranium jurisdiction, Verdera Energy offers investors a way to participate in the evolving US  uranium development story.View Verdera Energy's company profile: https://www.cruxinvestor.com/companies/verdera-energySign up for Crux Investor: https://cruxinvestor.com

Please enjoy my conversation with Rebecca Hunter, VP of Exploration at Forum Energy Metals $FMC.V.Rebecca has spent her life exploring the world for commodities, specifically uranium.This week, we get a boots-on-the-ground view of what it's like to explore for uranium. We discuss everything that goes into it, including geophysics, drilling, capital allocation, where to drill, and what red flags Rebecca sees in other junior explorer companies.Finally, we end the conversation discussing the uranium market, it's supply/demand imbalance, and what higher prices mean for the future of yellow cake.If you enjoyed this episode, please follow Rebecca on Twitter @UraniumHuntress.Also, please note that I do not own shares in $FMC.V. This podcast is for entertainment/educational purposes only. Please do you own work before investing in any security.

For review:1. The United States imposed sanctions Thursday on Cuban President Miguel Díaz-Canel in the latest move by the Trump administration.2. A statement attributed to Iran's supreme leader on Thursday said that the United States and Israel had been dealt a “decisive blow” in their war with the Islamic Republic, as the US sent mixed signals about whether the fighting could resume.3. US President Donald Trump tells reporters that Washington does not need a deal with Iran to get enriched uranium from the country.“We could get it right now. I don't think they could stop us if we wanted, but there's no reason to. It's entombed,” he says.4. Israel and Lebanon agreed on Wednesday to renew their fragile ceasefire and create a number of “pilot” security zones inside Lebanon from which Hezbollah terrorists would be banned.5. The Israeli Air Force and Israeli Navy carried out strikes in the Gaza Strip overnight into Thursday, killing top commanders in Hamas's general security mechanism, the military announced.6. Ukraine President Volodymyr Zelensky has called for a face-to-face meeting between himself and Vladimir Putin in a renewed bid to end the war.In an open letter to the Russian president, the Ukrainian leader said it would be "wrong to simply wait" until the war in Europe becomes the focus of the US's attention once more, adding peace could only come "through direct engagement between" Ukraine and Russia.7. Republicans defeated an amendment to the FY27 Defense Policy Bill that would have stripped $1 billion in funds for the Trump-class Battleship during a House Armed Services Committee mark up of the bill today.8. US Army SP Howitzer Modernization.

In this episode of The President's Daily Brief: American and Israeli strikes may have damaged Iran's nuclear facilities, but one critical question remains unanswered: where is Tehran's stockpile of highly enriched uranium? We examine new reporting on the mystery surrounding Iran's nuclear material and why its location could shape the future of any deal between Washington and Tehran. Vladimir Putin is tightening his grip on Russia's economy as some of the country's wealthiest oligarchs see their business empires threatened by an expanding campaign of state asset seizures. Ukraine launches a large-scale drone attack targeting St. Petersburg just as Russia's premier economic summit—often referred to as "Putin's Davos"—gets underway, bringing the war to the doorstep of Russia's political and business elite. In today's Back of the Brief, federal prosecutors accuse a California businessman of spending years helping Iran acquire sensitive American technology allegedly destined for the regime's nuclear and military programs. To listen to the show ad-free, become a premium member of The President's Daily Brief by visiting https://PDBPremium.com. Please remember to subscribe if you enjoyed this episode of The President's Daily Brief.  YouTube: youtube.com/@presidentsdailybrief Blocktrust: Move your retirement into the next generation of assets, go to https://mikebakercrypto.com now to claim your $2,500 Bitcoin bonus. Ethos Life Insurance: Protect your family with life insurance from Ethos. Get up to $3 million in coverage in as little as 10 minutes at: https://ethos.com/PDB Chapter: Compare every medicare plan call 915-671-5252 today! Chapter and its affiliates are not connected with or endorsed by any government entity or the federal Medicare program. Chapter Advisory, LLC represents Medicare Advantage HMO, PPO, and PFFS organizations and stand alone prescription drug plans that have a Medicare contract. Enrollment depends on the plan's contract renewal. While we have a database of every Medicare plan nationwide and can help you to search among all plans, we have contracts with many but not all plans. As a result, we do not offer every plan available in your area. Currently we represent 50 organizations which offer 18,160 products nationwide. We search and recommend all plans, even those we don't directly offer. You can contact a licensed Chapter agent to find out the number of products available in your specific area. Please contact https://Medicare.gov, 1-800-Medicare, or your local State Health Insurance Program (SHIP) to get information on all of your options. Learn more about your ad choices. Visit megaphone.fm/adchoices

Interview with Hugh Agro, President & CEO of Revival Gold Inc.Debra Struhsacker, US Permitting & Public Policy AdvisorOur previous interview: https://www.cruxinvestor.com/posts/revival-gold-tsxvrvg-funded-to-2028-decision-targets-2029-output-up-to-350m-cash-flow-10284Recording date: 27th May 2026Revival Gold, a Canadian-listed junior mining company, is advancing two gold projects in the United States—Mercur in Utah and Beartrack-Arnett in Idaho—with a combined resource of approximately 6 million ounces. Despite an estimated net asset value of around $1.3 billion, the company's market capitalization remains near $200 million, highlighting a significant valuation gap that underpins its investment case.The Mercur project is the company's primary near-term focus and is positioned as a potential low-cost, high-cash-flow operation. Located on private land in Utah, Mercur benefits from simplified permitting under state jurisdiction, reducing regulatory complexity and timelines. The project also has strong infrastructure advantages, including existing power, road access, and water resources. Revival Gold is targeting a preliminary feasibility study by the first quarter of 2027, followed by a full feasibility study by year-end and a construction decision in early 2028. At current gold prices, Mercur is to generate annual free cash flow of $300–$350 million.The broader regulatory environment in the United States has become increasingly supportive of domestic mining. Recent reforms to the National Environmental Policy Act, alongside federal policy shifts prioritizing mineral security, have streamlined permitting processes and improved project visibility. These changes are expected to benefit companies like Revival Gold operating in mining-friendly jurisdictions.Beartrack-Arnett, the company's second asset in Idaho, already has a completed feasibility study and existing infrastructure. However, management believes it is largely unrecognized in the current valuation, offering additional upside potential as exploration continues to expand the resource at depth.With a clear development timeline, favorable jurisdictional dynamics, and significant leverage to rising gold prices, Revival Gold represents a leveraged play on U.S.-based gold development, with substantial re-rating potential as key milestones are achieved.View Revival Gold's company profile: https://www.cruxinvestor.com/companies/revival-gold-incSign up for Crux Investor: https://cruxinvestor.com

Captured by alien invaders who believe nuclear weapons are an impossible myth, a desperate resistance fighter swallows Earth's last capsule of Uranium-235 and baits his torturers into triggering the ultimate human atomic bomb.If you have a story you'd like to contribute to the series, you can visit https://submissions.soundconceptmedia.com/You can support the show by becoming a paid subscriber on Substack: https://auditoryanthology.substack.comBy becoming a paid subscriber you can listen to every episode completely ad-free!Curator: Keith Conrad linktr.ee/keithrconradNarrator: Darren Marlar https://darrenmarlar.com/Other shows hosted by Darren:Weird Darkness: https://weirddarkness.com/Paranormality Magazine: https://weirddarkness.tiny.us/paranormalitymagMicro Terrors: Scary Stories for Kids: https://weirddarkness.tiny.us/microterrorsRetro Radio – Old Time Radio In The Dark: https://weirddarkness.tiny.us/retroradioChurch of the Undead: https://weirddarkness.tiny.us/churchoftheundead Hosted on Acast. See acast.com/privacy for more information.

Keith Bodnarchuk, President and CEO of Cosa Resources Corp. (TSXV: COSA) (OTCQB: COSAF) (FSE: SSKU), joins me to review the news released on May 26th regarding the multiple intercepts of uranium mineralization from the winter drill program, followed by the news on May 28th which announced summer plans for the largest drill program to date at the Company's Murphy Lake North ("MLN") project.      Muphy Lake North is a joint venture between Cosa and Denison Mines Corp. (TSX: DML) (NYSE American: DNN) and is located three kilometres east of IsoEnergy's Hurricane deposit, in the eastern Athabasca Basin, Saskatchewan. Cosa is the project operator and holds a 70% interest with Denison holding a 30% interest.    Winter Drill Program Assay Highlights Uranium mineralization confirmed in three holes featuring a best intercept in drill hole # MLN26-013 of 5.0 metres averaging 0.55% U3O8 including 0.5 metres 1.7% U3O8 along the Cyclone trend The 5.0 metre uranium intersection in MLN26-013 also contains 4.1% nickel and 1.7% cobalt, consistent with multiple polymetallic eastern Athabasca uranium deposits including Cigar Lake, Key Lake, and Hurricane Uranium mineralization is shallow at 265 metres depth and remains open along strike for 600 metres to the west and 600 metres to the east   Summer Drill Program: Multiple intersections of unconformity related uranium mineralization remain open along strike for 600 metres in both directions; drilling to focus on step-out tests of the Cyclone mineralization approximately 265 metres below surface Largest drill program to date at Murphy Lake North will commence in mid-June and comprise approximately 6,000 metres and15 drill holes Denison participating in funding 2026 exploration at MLN to maintain its 30% interest   Next Steps Crews are preparing to mobilize, and a rapid start-up is expected as the drill and supporting equipment remains on site at MLN. The Company expects to announce the commencement of drilling in mid-June, which will take approximately two months to complete, and will be followed by drilling at the Company's Darby joint venture.       If you have any questions for Keith regarding Cosa Resources, then please email them into me at Shad@kereport.com   * In full disclosure, Shad is a shareholder of Cosa Resources at the time of this recording and may choose to buy or sell shares at any time.   Click here to follow the latest news from Cosa Resources   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.  

Stijn Schmitz welcomes Dr. Nomi Prins to the show. Dr. Nomi Prins is Founder of Prinsights Global and Substack. The discussion opens with a broad assessment of global economic headwinds, including the ongoing blockage of the Strait of Hormuz and rising bond yields. Dr. Prins explains that even a hypothetical resolution to the strait crisis would not immediately ease supply backlogs, keeping oil prices elevated and contributing to persistent inflation. She notes a significant dislocation between struggling economic confidence and stock markets reaching all-time highs, fueled by large asset funds and cash waiting on the sidelines. The conversation shifts to the beneficiaries of supply disruptions, where Dr. Prins sees value in oil producers outside the Middle East, such as those in Colombia, which can bypass the strait. She then highlights uranium as a critical, underappreciated story, emphasizing that nuclear energy's role in powering data centers and AI creates surging demand against a backdrop of severely constrained supply, with new mines taking up to 18 years to develop. This supply deficit, she argues, makes current uranium prices appear very low. Addressing inflation and central bank policy, Dr. Prins anticipates that while short-term rates will likely remain unchanged, the Federal Reserve may increase long-term bond purchases, effectively reawakening quantitative easing to manage debt servicing costs. She believes this will not significantly stimulate the broader economy but that real growth will come from hard assets and commodities like copper and silver, which are essential for electrification and in structural deficit. On gold, she remains bullish, citing its stability and the fact that central banks now hold it as their top reserve currency, viewing it as a long-term diversifier. She maintains a year-end gold price target of $6,000. The interview concludes with Dr. Prins pointing to significant investment opportunities in junior mining, particularly in copper, uranium, and rare earth elements, for investors who can look past current geopolitical volatility. Timestamps: 00:00:00 – Introduction 00:00:41 – Global Economy Headwinds 00:01:08 – Strait of Hormuz Disruptions 00:03:20 – Oil Price Outlook 00:06:30 – Oil Producer Opportunities 00:09:43 – Uranium Energy Security 00:13:00 – Commodity Supply Shortages 00:18:28 – Fuel Shortages 00:20:40 – Inflation and QE Outlook 00:26:46 – Gold Market Stability 00:31:33 – Mining Sector Investments 00:35:00 – Concluding Thoughts Guest Links: X: https://x.com/nomiprins Website: https://nomiprins.com Substack: https://prinsights.substack.com Dr. Nomi Prins as a Wall Street insider and outspoken advocate for economic reform, Nomi Prins is a leading authority on how the widespread impact of financial systems continues to affect our daily lives. She has spent decades analyzing and investigating economic and financial events at the ground level and meeting with those that shape the world’s geopolitical-economic framework. She continues to break stories by conducting independent research, writing best-selling books, and traversing the globe to share her knowledge and demystify the world of money. Before becoming a renowned journalist and public speaker, Nomi reached the upper echelons of the financial world where she worked as a managing director at Goldman Sachs, ran the international analytics group as a senior managing director at Bear Stearns in London, was a strategist at Lehman Brothers and an analyst at the Chase Manhattan Bank. During her time on Wall Street, she grew increasingly aware of and discouraged by the unethical practices that permeated the banking industry. Eventually, she decided enough was enough and became an investigative journalist to shed light on the ways that financial systems are manipulated to serve the interests of an elite few at the expense of everyone else.

Send us Fan MailThomas Lamb, CEO of Myriad Uranium (OTC: MYRUF), joins host Tim Gerdeman and WTR analyst Dimitri Silverstein to discuss the company's flagship Copper Mountain Uranium Project in Wyoming and the catalysts that could materially re-rate the asset over the next 12 months. Lamb walks through the December 2025 airborne geophysics program that identified significant new anomaly areas east of the known resource, the Phase 2 drilling program now underway and the key milestones investors should track, and the strategic rationale for consolidating 100% ownership through the Rush Rare Metals merger. The conversation also covers the monetization of the Red Basin project in New Mexico and what the entry of technology-sector investors into uranium signals about where institutional capital is heading as AI data centers and energy security drive renewed demand for domestic nuclear fuel supply. 

The Australian share market rose for the first time this week, climbing to near four-week highs after softer economic growth data suggested interest rate pressures may ease. Energy and mining stocks led gains, with copper continuing its strong run. Uranium miners surged on international supply news, while retail stocks retreated on spending concerns. US markets hit record highs overnight, providing additional momentum for local investors. Steve Daghlian is a Market Analyst at CommSec. Each episode, he breaks down the day's market movements and explains 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.

00:00 Intro01:26 Pres. Trump Opposes Iran Uranium Transfer to China03:16 Boeing CEO: China Could Order More Jets Down the Road05:03 WH: ‘Kinetic Is Back' if Trump Doesn't Think Deal Achievable09:01 Lex Fridman China Trip Goes Viral Over Spy Jokes11:19 Japan, Philippines to Elevate Ties Amid China Threats17:47 China Ramps Up Development of Humanoid Robots19:04 EU Fines Temu $232M Over Illegal Product Sales20:27 Temu Expands in Europe as U.S. Business Slows

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

Jon Bey, CEO of Standard Uranium (OTCQB: STTDF | TSX-V: STND) believes we are still in the early stages of a generational bull market in uranium and with the supply deficit continuing to worsen, he sees a major breakout ahead for both the metal and the miners. Jon explains how Standard Uranium fits into the picture, with their portfolio of highly prospective land across the Athabasca Basin and a track record of high-grade uranium discovery.Standard Uranium Website: https://www.standarduranium.caFollow Standard Uranium on X: https://x.com/StandardUraniumFollow Standard Uranium on Linkedin: https://www.linkedin.com/company/standarduraniumDisclaimer: Commodity Culture was compensated by Standard Uranium for producing this interview. Jesse Day is not a shareholder of Standard Uranium. Nothing contained in this video is to be construed as investment advice, do your own due diligence.Join the LIVE Commodity Culture Bootcamp June 27: https://join.jesseday.caSubscribe to the FREE Commodity Culture Newsletter: https://readplaza.com/commoditycultureFollow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

In this episode of the National Crawford Roundtable podcast the guys review the latest on the War with Iran. Is there a cease-fire or not? Is Iran playing Trump by dragging out the negotiations? If Iran doesn't open the Strait of Hormuz unconditionally, or turn over enriched Uranium, and Islamic Fundamentalist Fanatics retain power, should we conclude they won? The guys discuss the Senate GOP uprising over Trump's "Anti-Weaponization Fund." Why all of the GOP backlash? Why the hostility toward Trump? And the guys also talk about Trump's personal grievances--has he lost his way? With the clock ticking on the midterms, is there any time left for Trump to mend any fences or to increase his chances of hanging onto the House and Senate?

Following my recent pieces on Namibia, several readers got in touch asking pretty much the same question: Fine. But how do you actually invest there?Frontier markets are notoriously difficult to access. Interesting companies are privately owned, illiquid, unlisted or buried on obscure exchanges your broker has never heard of, or they carry their own small company risk that does not reflect the broader themes of the country.To try and answer the question properly, I spoke to economist Rowland Brown, founder of Cirrus Capital, the country's largest stockbroker, to discuss the best ways to invest in Namibia and where he sees the biggest opportunities.The full interview follows, but here are 7 things that stood out to me.1. Namibia's growth could accelerate dramaticallyNamibia has averaged around 4.5% annual growth since independence in 1990. But Brown thinks the next decade could look very different. The reason is oil.Offshore discoveries by majors such as Shell plc and TotalEnergies could transform the country's fiscal position. Brown estimates that production of 450,000 barrels per day by 2030 could increase government revenues by roughly 60%, which is quite frankly an astonishing number.Namibia today has a population of roughly 3 million people. It is rich in uranium, diamonds, copper, gold and fisheries. Add large-scale oil production and the country starts to look strategically very important.2. The banks are surprisingly attractiveOne thing I had not appreciated before speaking to Brown was how profitable Namibian banks are. According to him, the major listed banks are producing returns on equity of roughly 20-30%, while trading on earnings multiples of only four to five times.The problem is that these banks are listed only on the Namibian Stock Exchange, meaning overseas investors generally need a local broker to access them.The main players include Standard Bank Namibia, First National Bank Namibia and Capricorn GroupBrown is particularly positive on Standard Bank Namibia because of its positioning for both the uranium and oil industries. Chinese involvement in Namibian uranium mining has also strengthened relationships and financing channels there.3. But there is also a way to buy Namibian government debtThis was another thing I did not know. There is an exchange traded Namibian government bond index called STXNAM, tradable in Johannesburg.Namibian government debt currently yields around 12%, while inflation is around 3%, according to Brown.That obviously comes with frontier-market risk, but Namibia's debt position is arguably stronger than many developed countries. Roughly 80% of the debt is domestically owned, largely by pension funds and banks.Unlike other countries I could mention, Namibia has not yet completely financialised itself into oblivion. Ahem.If you live in a third world country such as the UK, I urge you to own gold or silver. The pound will be further devalued, as will the euro and dollar. The bullion dealer I use and recommend is The Pure Gold Company. They deliver to the UK, the US, Canada and Europe. More here.4. Uranium remains one of the biggest long-term themesNamibia is already the world's third-largest uranium producer - a lot of that uranium is at the margin. China has a role to play in this. Chinese investors came into Namibian uranium aggressively after Fukushima , when uranium prices were deeply depressed and western capital had largely disappeared.With uranium prices having recovered, those investments are working. We discussed various companies operating in Namibia including Paladin and Deep Yellow, the problem is that many of them are multi-jurisdictional, so you don't get the pure country play. ASX-listed Bannerman Energy (ASX:BMN) is the closest to being a near-pure Namibia uranium play.5. Oil exposure is harder than you thinkAs with uranium, the oil frustration is that the obvious opportunities are often buried inside giant conglomerates.Brown mentioned Sintana Energy (SEI.V), Hosken Consolidated Investments (HCI), which holds a near-50% stake in London-based, privately owned Impact Oil & Gas, which owns significant exploration rights in the Venus discovery offshore Namibia, and Reconnaissance Energy Africa (RECO.V). ReconAfrica is a speculative onshore exploration story and Brown was careful to stress that it remains high risk.6. Copper may ultimately become the biggest storyOne company we discussed at length was Koryx Copper (KRY.V), which is now a development story rather than a speculative discovery punt.The project benefits from simple geology and open-pit potential, good access to roads and ports, nearby power and water infrastructure and significant associated goldBrown repeatedly emphasised on management quality, and I actually met the boss too while I was out there - Heye Dawn - an impressive man. Junior mining is littered with “lifestyle companies”. This is not one of those situations, though it remains speculative mining investment and is vulnerable to falling copper prices, being quite low grade. But I am quite bullish about copper, as you know.7. The currency question is fascinatingNamibia's currency is pegged to the South African rand. The rand is not exactly the Swiss franc.But Brown made an interesting point: without the peg, Namibia's currency would probably be wildly volatile because of the country's dependence on commodity exports. So the peg may actually make Namibia more investable, not less.Longer term, if oil revenues become large enough, Namibia could gain greater flexibility, perhaps moving towards some form of trade-weighted currency basket more heavily linked to the US dollar.That is speculative for now, albeit interesting.Anyway, enough from me.The full interview with Rowland Brown follows. For those who want to go deeper into the weeds on Namibia, uranium, copper, oil, banks and frontier-market investing, I recommend you listen. Brown knows his onions. And you can contact Rowland via Cirrus Capital.One thing becomes very clear very quickly. Namibia may still be a small frontier market, but it no longer feels peripheral.Thank you for being a subscriber to The Flying Frisby.Until next time,Dominic This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.theflyingfrisby.com/subscribe

1. Iranian Uranium Stockpile Iran’s enriched uranium stockpile is the central sticking point in negotiations. The U.S. position is: Iran must surrender, transfer, or destroy its uranium entirely No compromise on retaining enriched material is acceptable This is a more aggressive stance than past U.S. policies (e.g., Obama-era agreements focused on limits, not elimination). 2. Diplomacy to Pressure Strategy Diplomatic negotiations Active military pressure Mentions: “self-defense strikes” naval deployments near the Strait of Hormuz 3. Strait of Hormuz as a Global Pressure Point The strategic importance of the Strait of Hormuz: ~20% of global oil supply passes through it Disruptions affect oil prices, inflation, and global markets Current situation: Partially open Highly militarized Unstable 4. Negotiation Dynamics Multiple countries involved as mediators: Oman, Qatar, Pakistan Possible compromise ideas mentioned: Transfer uranium to third countries (Pakistan, Turkey, Russia, China) Dilution under supervision 5. Global Stakeholders China → dependent on oil flow Europe → sensitive to energy prices Gulf states → reliant on exports Israel → concerned about security Russia → may benefit from energy instability 6. Economic and Market Impact Disruptions to shipping have caused: Increased insurance costs Rerouted vessels Oil market volatility Please Hit Subscribe to this podcast Right Now. Also Please Subscribe to the The Ben Ferguson Show Podcast and Verdict with Ted Cruz Wherever You get You're Podcasts. And don't forget to follow the show on Social Media so you never miss a moment! Thanks for Listening X: https://x.com/benfergusonshowYouTube: https://www.youtube.com/@VerdictwithTedCruzSee omnystudio.com/listener for privacy information.

Donald Trump says the latest negotiations with Iran are "proceeding nicely," but the details of any nuclear deal remain elusive, as U.S. forces strike new Iranian targets near the Strait of Hormuz. How should proposed terms be evaluated, particularly in comparison to President Obama's agreement, known as the JCPOA? Learn more about your ad choices. Visit megaphone.fm/adchoices

Trump Says Iran's Enriched Uranium Will Be Turned Over To US Or Destroyed Under IAEA Oversight

U.S. President Donald Trump lays out three possible paths for dealing with Iran's stockpile of enriched uranium as negotiations continue over a broader peace deal.Voters are finalizing their choices for several key congressional races in Texas on Tuesday. All eyes will be on the Republican primary runoff for the U.S. Senate, where Texas Attorney General Ken Paxton faces incumbent Sen. John Cornyn (R-Texas).

 Interview with Stephen Soock, VP Investor Relations & Development, Heliostar MetalsOur previous interview: https://www.cruxinvestor.com/posts/heliostar-metals-tsxvhstr-self-funded-growth-fuels-push-to-300000-gold-ounces-per-annum-9450Recording date: 20th May 2025Heliostar Metals is advancing a multi-phase strategy to transform itself into a mid-tier gold producer, targeting annual output of 300,000 ounces by the end of the decade. The company's recent performance highlights both operational momentum and financial strengthening, supported by three producing assets and a growing development pipeline.In the first quarter of 2026, Heliostar produced 11,743 ounces of gold at all-in sustaining costs of $1,996 per ounce, generating $14 million in net income. Working capital increased significantly from $40 million to $70 million, reflecting strong cash flow even as the company continued investing in exploration and development. While costs benefited from temporary by-product credits, full-year guidance remains around $2,100 per ounce.San Agustin has returned to production and is expected to deliver 50,000 to 55,000 ounces annually, with potential to extend its current 14-month mine life through ongoing drilling. At La Colorada, the company is transitioning to higher-grade sources while using innovative leaching techniques to extract additional value from existing material.Heliostar's flagship Ana Paula project in Mexico is central to its long-term growth. The underground development is advancing toward a feasibility study in mid-2027, with a construction decision to follow. The project targets annual production of 100,000 ounces by late 2028 and benefits from strong local support and existing infrastructure.The recent acquisition of the Goldstrike project in Utah adds one million ounces of measured and indicated resources, enhancing future production optionality while preserving near-term capital through deferred payments.Heliostar expects to generate approximately $150 million in internal cash flow over the next 2.5 years, funding much of its development pipeline. Combined with disciplined execution and selective financing, the company is positioning itself for sustained, self-funded growth.Learn more: https://www.cruxinvestor.com/companies/heliostar-metalsSign up for Crux Investor: https://cruxinvestor.com 

This week's episode features Ben Elvidge, Product Lead of xU3O8, Head of Alternative Assets at Trilitech, in conversation with host Adrian Pocobelli about the tokenization of uranium on the Tezos blockchain. Elvidge discusses the multiyear development process behind the project, the challenges of metal tokenization, and the lengthy path to regulatory compliance. He also explains the financial mechanics of tokenization and how a blockchain-based structure differs from an ETF. All this and more with host Adrian Pocobelli. “Rattlesnake Railroad”, “Big Western Sky”, “Western Adventure” and “Battle on the Western Frontier” by Brett Van Donsel (⁠www.incompetech.com⁠). Licensed under Creative Commons: By Attribution 4.0 License ⁠creativecommons.org/licenses/by/4.0⁠ Apple Podcasts:⁠ https://podcasts.apple.com/ca/podcast/the-northern-miner-podcast/id1099281201⁠ Spotify:⁠ https://open.spotify.com/show/78lyjMTRlRwZxQwz2fwQ4K⁠ YouTube:⁠ https://www.youtube.com/@NorthernMiner⁠ Soundcloud:⁠ https://soundcloud.com/northern-miner

In Rogue Allies, Bruce Bechtol explores the nuclear and cyber dimensions of the alliance. North Korea provided Iranwith highly enriched uranium warhead designs and constructed their underground nuclear facilities. The transfer includes advanced missile boosters, like those for the Hwasong-15. Bechtol also identifies North Korea as a leading global cyber thief, using malware and cryptocurrency laundering to evade international sanctions. This cooperation forms an "axis of resistance" alongside Russia and China, where North Korea acts as a critical technological and hardware provider. (2/4)DECEMBER 1956

Senate Republicans delay voting on President Donald Trump's ICE funding bill in a revolt against his $1.8 billion ‘anti-weaponization' fund. The DNC releases its long-awaited 2024 ‘autopsy' and then rejects its findings. Iran's Supreme Leader says its near-weapons-grade uranium should not leave the country. And Grok falls flat in Washington. Listen to the Morning Bid podcast ⁠⁠here⁠⁠. Sign up for the Reuters Econ World newsletter ⁠⁠here⁠⁠. Listen to the Reuters Econ World podcast ⁠⁠here⁠⁠. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices

Supreme Leader says enriched uranium must stay in Iran. US indicts former Cuban President Raúl Castro over 1996 downing of planes. Jim Kennedy, Kennedy Institute for Public Policy Research, breaks down this week's top headlines. Trump's $1.776 billion 'weaponization' fund sparks outrage, but court challenges will be tough. World Cup news. Jailed for 37 days for posting a meme of Pres. Trump, Tenn. man reaches settlement for civil rights violation. Movies opening this weekend. Memorial Day travel. 

War Room Ayatollah Orders Highly-Enriched Uranium to Remain in Iran, Stymying Trump's Basis for Deal… PLUS, Trump Allies Line Up to Apply for $2 Billion Weaponization Fund