Podcasts about Uranium

chemical element with atomic number 92

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Latest podcast episodes about Uranium

The President's Daily Brief
July 11th, 2025: Report: Iran's Uranium Stockpiles Survived US Strikes & Iranians Raise $40 Million To Assassinate Trump

The President's Daily Brief

Play Episode Listen Later Jul 11, 2025 26:34


In this episode of The President's Daily Brief:    First—an Israeli intelligence assessment has reportedly concluded that some of Iran's underground stockpile of near-weapons-grade enriched uranium survived last month's bombing campaign by the US. We'll have the details. Later in the show—President Donald Trump and Israeli Prime Minister Benjamin Netanyahu both say they are “very close” to securing a ceasefire in Gaza, as Hamas tentatively agrees to release 10 hostages as part of the talks. But key sticking points remain, and Israeli officials caution there's no guarantee of a breakthrough. Plus—the UK and France agree to a first-ever nuclear weapons pact, which would see Europe's only two nuclear powers coordinate their atomic arsenals if the continent is threatened. In our 'Back of the Brief—an Iranian fundraiser to kill Donald Trump has reportedly raised more than $40 million dollars following a fatwa issued by Iranian clerics calling for the president's death. To listen to the show ad-free, become a premium member of The President's Daily Brief by visiting PDBPremium.com. Please remember to subscribe if you enjoyed this episode of The President's Daily Brief.   YouTube: youtube.com/@presidentsdailybrief Ridge Wallet: Upgrade your wallet today! Get 10% Off @Ridge with code PDB at https://www.Ridge.com/PDB #Ridgepod Kikoff: Build credit fast and get your first month for just a dollar at https://GetKikoff.com/mike today. Thanks to Kikoff for sponsoring us! Learn more about your ad choices. Visit megaphone.fm/adchoices

The Wright Report
11 JULY 2025: Headline Brief: Senior Democrat Says Trump Is Right // Geo-Engineering and the Texas Floods // Pentagon's Rare Earth Move // Iran's Uranium // Mexico's Screwworm // Argentina's Miracle // Good Medical News!

The Wright Report

Play Episode Listen Later Jul 11, 2025 25:42


Donate (no account necessary) | Subscribe (account required) Join Bryan Dean Wright, former CIA Operations Officer, for a Friday Headline Brief packed with the top stories shaping America and the world. John Kerry Admits “Trump Was Right” on Border Policy Former Secretary of State John Kerry shocked Democrats by telling the BBC that his party was wrong to allow the southern border to be "under siege" under President Biden. Kerry stated that enforcing border laws is essential to national sovereignty and that Trump's stance was not discriminatory, but correct. Federal Judge Blocks Trump's Citizenship Order for Babies of Illegal Aliens A New Hampshire judge issued a nationwide injunction on Trump's executive order denying citizenship to foreign babies born in the U.S. The White House called it an unlawful workaround of the Supreme Court's recent ruling, while some argue it may force the Court to address the issue head-on. Texas Flood Aftermath: Delayed Alerts and Cloud Seeding Concerns With the death toll reaching 120, Trump and the First Lady visit the region. Governor Abbott calls for better emergency alert systems after reports of 90-minute delays. Meanwhile, scrutiny mounts over Rainmaker's cloud-seeding operations, with Bryan reminding listeners that geoengineering remains an unpredictable and powerful force. Pentagon Buys $400M Stake in Rare Earths Firm to Break China's Grip The U.S. Department of Defense is investing in MP Materials to boost domestic production of rare earth magnets. The move is part of a broader push to reduce dependence on China and prepare for increasing demand driven by AI and defense needs. U.S. Army Quadruples Order for Patriot Missile Interceptors The Army increases its planned order from 3,000 to 14,000 Patriot interceptors due to active deployments in Israel, Ukraine, and the Pacific. However, the U.S. still depends heavily on China for critical minerals used in production. AI Pushes Students Back to Blue Books as Brainpower Declines Schools across the U.S. are returning to handwritten Blue Books as teachers combat AI-assisted cheating. MIT research shows students using AI had lower brain activity and memory retention. Bryan says this is a win for education—and a warning about overreliance on technology. Israel Confirms Trump's Iran Strike Buried Uranium Stockpiles Israeli intelligence reports with high confidence that Operation Midnight Hammer entombed Iran's enriched uranium at key nuclear sites. Only Isfahan may be partially recoverable, and confirmation from on-ground sources is pending. U.S. Bans Mexican Beef Imports as Screwworm Threat Nears Border Trump shuts down Mexican cattle imports due to the spread of flesh-eating screwworms, which now sit just 370 miles from the U.S. border. The parasite has spread northward through illegal migration and cartel-driven cattle movements. Argentina's “Milei Miracle” Gains U.S. Tariff Support Capitalist President Javier Milei revives Argentina's economy with deregulation and deep spending cuts. A preliminary trade deal with the U.S. may eliminate tariffs on 80% of Argentine exports, helping fight socialism in South America. Netherlands and U.S. States Prove School Phone Bans Work A Dutch study finds major academic and social gains from banning student cellphones. Similar results are being reported in Republican-led U.S. states, with some Democrat governors now joining the effort. Colorado Cannabis Products Mislabel THC Content Nearly half of marijuana flower products tested in Colorado were mislabeled for THC potency, with average strength now three times higher than in the 1980s. The unregulated market raises mental health and addiction concerns. MIT Creates Brain-Controlled Prosthetics for Amputees MIT unveils a bionic leg integrated into human tissue that responds to brain signals. Veterans and civilians report dramatic improvements in movement, stability, and emotional well-being. "And you shall know the truth, and the truth shall make you free." – John 8:32

CruxCasts
Mining Royalty Companies Trading with 150% Upside to M&A Valuations Signal Major Opportunities

CruxCasts

Play Episode Listen Later Jul 11, 2025 34:05


Recording date: 8th July 2025Olive Resource Capital's impressive 33% first-half return demonstrates the potential for focused mining investment strategies. The fund's success with three key holdings—Omai Gold Mines, Troilus Gold, and Sailfish Royalties—each delivering over 100% returns, validates the selective positioning approach within the mining sector. Troilus Gold's appreciation from the $30-39 range to $60-70 exemplifies the re-rating potential when mining companies execute development plans or benefit from improved market conditions.Recent transactions, particularly Royal Gold's acquisition of Sandstorm Gold and Horizon Copper, provide concrete valuation frameworks that reveal substantial upside in undervalued royalty companies. The Royal Gold-Sandstorm transaction establishes a concrete methodology for valuing royalty companies at approximately 88% of attributable gold ounces at current spot prices. This approach, focusing on deliverable resources with reasonable certainty, provides more reliable metrics than complex net present value calculations. Historical precedent supports this framework, with similar transactions ranging from 60% to 100% of spot gold value.The 88% valuation metric to Sailfish Royalties reveals approximately 150% upside potential. Based on estimated deliverable resources from San Albino and Spring Valley projects, the company's fair value approaches $350 million, while currently trading at just under $150 million enterprise value. The presence of tier-one development assets may command premium valuations, as royalty companies particularly value growth opportunities on the path to production.Understanding why more M&A doesn't occur reveals both challenges and opportunities. The complex process involves multiple failure points: unrealistic valuations, excessive management compensation demands, structural complexity, and hidden liabilities discovered during due diligence. These challenges protect against hostile takeovers but also create opportunities for investors who can identify logical consolidation candidates before market recognition.The consolidation imperative creates specific investment opportunities: targeting royalty companies with tier-one development assets trading below M&A comparables, identifying management teams with proven M&A experience, and focusing on logical consolidation candidates in established mining districts. Failed transactions often create attractive re-entry opportunities, as companies trade down despite unchanged fundamentals.The sector's fragmentation necessitates fewer, stronger companies rather than the current proliferation of small, poorly capitalized entities. Companies with experienced management teams capable of executing transactions may command premium valuations, while potential targets trading below fair value based on M&A comparables represent attractive opportunities.The mathematical framework demonstrated by recent royalty M&A transactions provides investors with concrete tools for identifying undervalued assets and understanding catalysts that drive substantial returns. While M&A complexity creates execution risk, it also ensures that successful transactions often command significant premiums, benefiting investors who understand these dynamics and position appropriately.Learn more: https://cruxinvestor.comSign up for Crux Investor: https://cruxinvestor.com

CruxCasts
Yellow Cake (LSE:YCA) - 22Mlbs of Uranium Resource Positions for AI & Data Centers Nuclear Demand

CruxCasts

Play Episode Listen Later Jul 11, 2025 38:43


Interview with Andre Liebenberg, Executive Director & CEO of Yellow Cake PLCOur previous interview: https://www.cruxinvestor.com/posts/slow-supply-fast-demand-uraniums-new-investment-reality-7136Recording date: 7th July 2025Yellow Cake presents a compelling pure-play uranium investment opportunity positioned to capitalize on structural supply-demand imbalances in the global uranium market. The London-listed company holds approximately 22 million pounds of physical uranium stored primarily in Canada and France, providing direct exposure to uranium price appreciation without operational mining risks.The investment thesis centers on a fundamental supply deficit that is expected to persist for 3-5 years. Current global uranium production delivers approximately 165 million pounds annually against demand of 180 million pounds and rising, creating an immediate gap of 15 million pounds that is projected to widen as nuclear capacity expansion accelerates globally. China alone is constructing 26-28 reactors simultaneously, while technology companies increasingly turn to nuclear power for reliable, clean electricity to power data centers and artificial intelligence operations.Technology sector involvement represents a transformative catalyst for uranium demand. Amazon's $20 billion commitment to data center complexes alone represents half the market capitalization of the entire uranium sector, highlighting the scale of capital these companies are willing to deploy for energy security. As CEO Andre Liebenberg notes, "If a tech company had to put 20 billion dollars into the mining space, you could build a pretty big project for that." This suggests technology companies possess sufficient resources to directly address supply constraints through upstream investments if fuel security becomes a constraint to their operations.Supply-side constraints appear particularly acute given the limited number of producing jurisdictions. Five countries produce 90% of global uranium, with Kazakhstan accounting for approximately half of world production. Much of this flows to China and Russia, creating a "bifurcated market" where Western utilities face increasing competition for uranium supplies. As Liebenberg explains, "Kazakhstan, half their material goes to China. If you include Russia, it's probably closer to 2/3. Namibia, the two operating mines in Namibia are both owned by the Chinese that goes to China."Critical inventory depletion adds urgency to the supply situation. US utilities now hold approximately two years or less of uranium reserves against an 18-24 month fuel cycle, representing what Liebenberg characterizes as "the low point of their infantry." This follows nearly a decade of utilities contracting below consumption levels, a practice that cannot continue indefinitely. The eventual resumption of utility contracting represents a key catalyst for uranium price appreciation.Yellow Cake's strategic positioning provides multiple competitive advantages. The company's agreement with Kazatomprom allows $100 million annual uranium acquisitions at spot prices through 2027, providing assured access to supply in an increasingly thin market. As Liebenberg observes, "With the spot market today, you saw Sprott raise $200 million and the spot market popped $7 without them spending a penny. It's a very thin and liquid market. So $100 million volume will move the price."The company's track record demonstrates strategy effectiveness. Yellow Cake raised $200 million at IPO when uranium traded at $21 per pound and has grown to over $1.5 billion in market capitalization with uranium at $76 per pound. Liebenberg expresses confidence in continued appreciation: "I'm still of the belief that we could see a doubling in the uranium price. We're sort of partway through that journey."Government policy support for nuclear expansion, including the World Bank's decision to resume nuclear project funding and support from 14 major banks for tripling nuclear capacity, creates favorable regulatory tailwinds. Small modular reactor development adds another demand catalyst, with commercial operation possible by the end of the decade.Yellow Cake PLC offers investors direct uranium exposure through a transparent, risk-controlled business model positioned to benefit from structural supply-demand imbalances and technology sector-driven demand growth over the next 3-5 years.View Yellow Cake's company profile: https://www.cruxinvestor.com/companies/yellow-cake-plcSign up for Crux Investor: https://cruxinvestor.com

CruxCasts
Flagship Minerals (ASX:FLG) - Gold & Copper Potential in Chile

CruxCasts

Play Episode Listen Later Jul 11, 2025 31:33


Interview with Paul Lock, Managing Director of Flagship MineralsRecording date: 8th July 2025Flagship Minerals (ASX:FLG) presents a compelling investment opportunity following its strategic pivot from lithium to gold and copper assets in Chile's established mining jurisdiction. Under Managing Director Paul Lock's leadership, the company has transformed from an exploration entity to a near-development opportunity with the advanced Pantanillo Gold Project as its cornerstone asset.The Pantanillo Gold Project represents exceptional value with 1.05 million ounces of gold resources, featuring 80% measured classification that provides high geological confidence. The project's oxide and mixed mineralization profile makes it ideally suited for heap leach processing, creating favorable development economics. Supported by 20,500 meters of drilling, including substantial diamond drilling, the resource offers immediate expansion potential to 1.75-2 million ounces without additional drilling expenditure through pit shell optimization and cutoff grade adjustments utilizing current gold pricing.Management's strategic positioning leverages proximity to established operations for benchmarking and infrastructure advantages. Rio2's Fenix project, located 35 kilometers north, provides current market validation with proven economics, while Pantanillo offers superior grade characteristics at 0.69 grams per ton—representing 40% higher grade than Rio2's proven and probable reserves. This grade advantage suggests competitive operating cost potential in a proven metallurgical environment.The development timeline targets JORC resource conversion by October-November 2025, followed by pre-feasibility study (PFS) completion by end of 2026. This aggressive but achievable schedule leverages existing geological data and regional project benchmarks to accelerate progression toward production decisions. The target production profile of 100,000 ounces annually over 10 years provides sufficient scale to attract major royalty and streaming companies, addressing management's strategic approach to alternative financing pathways.Lock emphasized the financing strategy: "If we have a pathway to alternate financing and that would be one of the royalty streamers then we beat the Lassonde curve, but that doesn't mean I'm not going to look at traditional equity and so on." This approach positions the company to avoid dilutive equity raises during construction phases while maintaining development control.Chile's mining-friendly regulatory environment provides additional advantages with recent legislation reducing permitting timelines by 30-70%. The jurisdiction's established infrastructure, including three high-quality road access points and proximity to existing power transmission lines, reduces development risks and capital requirements compared to greenfield locations.The company's enterprise value of approximately $12 per ounce represents a significant discount to peer group averages of $90-100 per ounce for companies with similar resource profiles. This 87% valuation discount reflects limited market awareness of the strategic transformation and gold project acquisition, creating substantial revaluation potential as development milestones are achieved.Management's commodity trading and project finance background, combined with established Chilean operational experience, provides execution capability often lacking in junior mining companies. The strategic focus on proven metals markets offers diversified offtake opportunities compared to specialized battery metals facing structural oversupply conditions.Flagship Minerals offers investors exposure to a rare combination of proven resources, near-term development catalysts, infrastructure advantages, and significant valuation disconnect. The company's strategic positioning in Chile's established mining jurisdiction, combined with superior grade characteristics and alternative financing pathways, creates compelling risk-adjusted returns potential for gold-focused investors seeking exposure to advanced development opportunities.Learn more: https://cruxinvestor.com/compamies/flagship-mineralsSign up for Crux Investor: https://cruxinvestor.com

CruxCasts
Coda Minerals (ASX:COD) - 95% Copper Recovery, $802 Million Post-Tax NPV

CruxCasts

Play Episode Listen Later Jul 11, 2025 41:16


Interview with Chris Stevens, CEO of Coda Minerals Ltd.Our previous interview: https://www.cruxinvestor.com/posts/coda-minerals-asxcod-copper-cobalt-project-demonstrates-robust-economics-7009Recording date: 8th July 2025Coda Minerals Limited (ASX:COD) represents a compelling investment opportunity in the rapidly strengthening copper market, positioned at the critical intersection of technical innovation, proven management execution, and exceptional infrastructure advantages. The Perth-based company has achieved a transformational metallurgical breakthrough at its Elizabeth Creek copper-cobalt-silver project in South Australia, fundamentally altering the project's economics and development pathway.The company's most significant achievement is the successful development of an ammonium chloride whole ore leaching process that delivers recovery rates exceeding 95%, representing a dramatic improvement from the previous 55% recovery rates at the Windabout deposit. CEO Chris Stevens characterizes this advancement as "effectively free money," highlighting the direct revenue enhancement potential over the mine's life. This breakthrough eliminates a major technical risk while opening possibilities for smaller-scale startup operations with reduced capital requirements and earlier cash flow generation.Elizabeth Creek's robust project economics align closely with recently acquired Australian copper companies, delivering an $802 million NPV post-tax with a 35% IRR based on over one million tons of contained copper equivalent in JORC indicated resources. Critically, 93% of resources are classified as indicated, providing exceptional geological confidence rarely seen at this development stage. These economics become particularly compelling when viewed against recent takeover activity, with Rex Minerals acquired for $393 million, New World Resources subject to competing bids exceeding $230 million, and Xanadu Mines accepting a $160 million offer.Stevens emphasizes the validation from peer transactions: "There is now empirical evidence that companies that are able to do that with credible solid projects with comparable MPVs, comparable IRRs, comparable capexes are being valued over $200 million." This peer group comparison suggests significant value realization potential as Coda advances through its 12-month Pre-Feasibility Study timeline.The company's management team brings proven execution capability, having previously developed 17 projects and transformed Elizabeth Creek from two open pits to five times the original resource base. Stevens notes: "This is a team that has taken, frankly, a bit of a busted project with two open pits, turned it into five times the resources." The team's disciplined approach to capital allocation and project advancement provides confidence in their ability to deliver on development milestones.Elizabeth Creek benefits from exceptional infrastructure advantages that distinguish it from typical remote Australian developments. Located adjacent to BHP's established haulage road with contractual usage rights, the project sits one hour from Roxby Downs and maintains access to power infrastructure and established supply chains. South Australia's streamlined regulatory environment offers additional advantages through its unique iterative approval process.The investment opportunity is enhanced by favorable copper market timing, with prices advancing from $8,000 to over $10,000 per ton while financing availability improves and capital costs reduce. Stevens observes the strategic timing: "I personally think doing that is maybe leaving a party just as it starts to get exciting with the way that copper's moving."Coda maintains strong financial positioning with over $4 million cash and low corporate costs, providing runway to advance critical path items without immediate dilution pressure. The company's critical minerals classification through cobalt credits enhances strategic value while multiple development pathways provide flexibility in capital structure approaches.For investors seeking exposure to the copper supply shortage driven by electrification trends, Coda offers a de-risked entry point with established resources, proven economics, exceptional infrastructure, and experienced management positioned to deliver significant value appreciation through the critical feasibility phase.View Coda Minerals' company profile: https://www.cruxinvestor.com/companies/coda-minerals-ltdSign up for Crux Investor: https://cruxinvestor.com

CruxCasts
Atlas Salt (TSXV:SALT) - $100M Annual Cash Flow, 34 Years Mine Life

CruxCasts

Play Episode Listen Later Jul 11, 2025 45:28


Interview with Nolas Paterson, CEO of Atlas Salt Inc.Recording date: 8th July 2025Atlas Salt (TSXV: SALT) presents a compelling value proposition for investors seeking exposure to North America's critical infrastructure mineral supply deficit through a strategically positioned, environmentally sustainable industrial mineral project. Under new CEO Nolan Peterson's leadership, the company is advancing the Great Atlantic Salt project in Newfoundland to address the continent's persistent 10-12 million ton annual deicing salt import dependency.The investment opportunity centers on Atlas Salt's unique positioning to capture market share in a $1.5-2.5 billion annual market characterized by exceptional stability and predictable demand growth. Unlike volatile commodity markets, deicing salt demonstrates consistent 2% annual price appreciation tracking inflation, with periodic 4-5% increases during severe winters that establish new pricing floors. Municipal customers cannot defer winter road maintenance, creating recession-resistant demand that positions salt as an essential infrastructure commodity rather than a cyclical material.The Great Atlantic Salt project's competitive advantages stem from superior geological and geographical positioning. The shallow 200-meter deposit depth enables cost-effective drift mining with conveyor systems, contrasting sharply with competing projects requiring expensive shaft mining at 500-600 meter depths. This fundamental advantage positions Atlas Salt at the lower end of the cost curve while foreign competitors face 3-4x longer shipping timeframes and associated logistics costs that erode their competitive positioning.Project economics demonstrate infrastructure-grade investment characteristics with 34+ years of production generating over $100 million annual free cash flow after tax. The 18.5% after-tax IRR and sub-five-year payback period reflect conservative modeling using bulk deicing salt pricing, providing upside potential through higher-margin retail applications and production optimization initiatives. When contextualized against gold equivalent metrics, the resource represents a 25-35 million ounce deposit, highlighting the project's substantial scale.Environmental leadership distinguishes Atlas Salt within the mining sector through 100% battery electric operations eliminating diesel usage, chemical processing, water consumption, and tailings generation. The operation will produce greenhouse gas emissions equivalent to just four Newfoundland households annually, positioning the company to benefit from increasing ESG investment focus while delivering superior returns through operational efficiency.Strategic infrastructure positioning provides additional competitive moats. Located 3km from deep-water port facilities on the Trans-Canada Highway, the project enables efficient distribution to major northeastern US and eastern Canadian markets. The proximity advantage becomes particularly pronounced during severe weather periods when import logistics face maximum constraints.The financing strategy leverages the project's industrial mineral characteristics to access infrastructure-focused debt providers typically unavailable to traditional mining projects. With total capital requirements of $480 million, Atlas Salt is engaging sovereign wealth funds and institutional lenders attracted to long-term, stable cash flow profiles. The phased development approach mitigates near-term financing pressure while enabling progressive project derisking.Market entry timing provides exceptional opportunity as no new North American salt mines have been constructed in 25-30 years despite growing import dependence. The 2.5 million ton production target represents approximately 25% of current import volumes, positioning Atlas Salt as a meaningful market participant without threatening established supply relationships.Advanced permitting status further derisks the investment proposition. The project has completed environmental assessment approval, eliminating a primary risk factor in Canadian mining development while benefiting from strong community support that reduces regulatory and social license risks.Atlas Salt represents a distinctive opportunity to participate in addressing North America's critical infrastructure mineral deficit while capturing stable, long-term cash flows characteristic of essential industrial minerals. The convergence of market necessity, strategic positioning, environmental leadership, and proven economics creates compelling investment dynamics rarely available in commodity markets.View Atlas Salt's company profile: https://www.cruxinvestor.com/companies/atlas-saltSign up for Crux Investor: https://cruxinvestor.com

Mining Stock Daily
Uranium Exploration Update in the Athabasca wtih Cosa Resources

Mining Stock Daily

Play Episode Listen Later Jul 9, 2025 11:14


Keith Bodnarchuk, CEO of Cosa Resources, discusses the current state of uranium exploration in the Athabasca Basin, highlighting their drilling activities and the geological potential of their projects. He also addresses market dynamics, including price trends and investor sentiment, emphasizing the importance of long-term uranium prices and the growing interest in the sector. The discussion concludes with insights into future prospects and the overall excitement surrounding uranium investments.

China Global
The Israel-Iran War and China's Middle East Strategy

China Global

Play Episode Listen Later Jul 8, 2025 36:36


On June 13th, Israel launched attacks on several military and nuclear facilities in Iran, marking the beginning of a 12-day war between the two countries. The United States followed with targeted strikes on Iranian nuclear sites to prevent Iran from becoming a nuclear power and posing a threat to regional and global stability. China's involvement in the conflict was limited to condemning the Israeli and US use of military force and calling for de-escalation. Beijing offered only rhetorical support for Tehran. To discuss what the Israel-Iran war reveals about China's relationship with Iran, its evolving strategy in the Middle East, and the broader implications for US-China competition, we are joined by Yun Sun on the podcast today. Yun is a Senior Fellow, co-Director of the East Asia Program and Director of the China Program at the Stimson Center. Her recent piece in The Wire China entitled “How China Sees Iran's Future” offers provides a nuanced take on Beijing's calculus during and after the war. Timestamps[00:00] Start[01:34] China's Diplomatic Strategy Toward the Middle East[05:00] A Limited Chinese Response and China's Regional Role[08:19] Chinese Perceptions of Iran's External Strategic Blunders[15:00] Trickling Chinese Investment into Iran[20:10] Chinese Concerns About a Nuclearized Iran[25:09] Implications of the Israel-Iran War for China's Energy Security[32:04] Trump's Response Shaping Chinese Views of the United States 

united states american relationships director history donald trump israel china peace strategy washington japan future politics west russia chinese ukraine japanese russian development western finance trade indian security jerusalem iran middle east tokyo economics military force investment muslims vulnerability surrender islam taiwan intelligence south korea united nations invasion pakistan israelis gaza saudi arabia ukrainian alignment palestine infrastructure implications moscow regional beijing gas negotiation north korea nuclear peacemakers oil iranians foreign domestic coalition governance warfare intervention kyiv pipeline import tel aviv communism geography shipping senior fellow seoul diplomacy xi jinping south koreans international relations sanctions bri treaty north korean siberia pakistani economic development tehran foreign affairs international affairs export geopolitics new delhi taiwanese us china maritime taipei east asia transactional great powers authoritarianism nuclear weapons international trade capability lng uranium israel iran rok indo pacific pyongyang airstrikes prc foreign minister islamabad near east international politics fdi iaea energy security theocracy dealmaking warheads taiwan strait sco international community iran war jcpoa yun foreign ministry international atomic energy agency nonproliferation great power competition belt and road initiative stimson center dovish northeast asia foreign direct investment domestic politics strait of hormuz china program shanghai cooperation organisation yun sun east asia program joint comprehensive plan of action
The Gary DeMar Podcast
Jonathan Cahn, Dynamite, and Uranium

The Gary DeMar Podcast

Play Episode Listen Later Jul 4, 2025 23:10


Bible Prophecy Under the Microscope-Episode 47 Gary responds to a recent video by end-times speculator Jonathan Cahn about how we are "watching prophecy unfold before our eyes." This parlor trick is very old and has been used thousands of times by many other end-times alarmists. Listeners must be aware that none of this is new, and the current news cycle does not determine what the Bible means or how we do exegesis.

CruxCasts
Marimaca Copper (TSX:MARI) - Drilling Results Show District-Scale Copper System

CruxCasts

Play Episode Listen Later Jul 4, 2025 18:17


Interview with Hayden Locke, CEO and President, Marimaca Copper Our previous interview: https://www.cruxinvestor.com/posts/marimaca-copper-tsxmari-big-discovery-adds-high-grade-scale-7123Recording date: 3rd July, 2025Marimaca Copper Corp has announced a potentially transformational discovery at its Pampa Medina project in Chile's Atacama Desert, with drilling results intersecting some of the highest-grade copper mineralization reported in recent Chilean exploration. The Vancouver-based company's breakthrough drilling campaign has revealed exceptional high-grade copper intersections that represent a rare geological occurrence in Chile.The standout result from hole SMRD-13 delivered 6 meters of 12.0% copper from 594 meters downhole within a broader 26 meters of 4.1% copper, with mineralization consisting primarily of bornite and chalcopyrite hosted in sedimentary units. President and CEO Hayden Locke emphasized the pure copper nature of the discovery, noting "that's all copper. There's no byproducts. There's no gold. There's no silver included in that."What makes this discovery particularly significant is its geological classification as a sediment-hosted manto system, which is exceptionally rare in Chile. VP Exploration Sergio Rivera, with four decades of Chilean copper exploration experience, compared the deposit to world-class systems: "Sergio says he's never seen a deposit like this other than in very small areas in Chile. So his view is that it's much more analogous to the Kupfershiefer in Poland and Germany and then the African sedimentary copper basin."The drilling campaign has successfully defined high-grade mineralization across a 600-meter east-west by 1,000-meter north-south area, with further drilling indicating potential extensions to 1.4 kilometers by 1.2 kilometers. The company achieved a remarkable hit rate, with five out of seven drill holes intersecting high-grade mineralized zones across broad step-out spacing.Despite this exceptional discovery, Marimaca maintains disciplined capital allocation, prioritizing advancement of its Marimaca Oxide Deposit to production while allocating increased exploration budget to define Pampa Medina's full potential. The project benefits from exceptional infrastructure positioning, with proximity to existing mines, powerlines, water pipelines, and minimal permitting risks in Chile's established mining region.Learn more: https://www.cruxinvestor.com/companies/marimaca-copperSign up for Crux Investor: https://cruxinvestor.com

CruxCasts
Summer Mining Markets: Sleepy or Secretly Active?

CruxCasts

Play Episode Listen Later Jul 4, 2025 16:50


Recording date: 2nd July 2025The conventional wisdom about summer doldrums in mining and resource investing deserves significant reconsideration, according to recent analysis by Derek Mcpherson and Sam Pelaez of Olive Resource Capital. Their examination of historical performance data reveals a market environment far more dynamic and opportunity-rich than traditional seasonal assumptions suggest.Historical data from major mining indices contradicts expectations of quiet summer markets. The GDXJ (VanEck Vectors Junior Gold Miners ETF) experienced substantial two-month moves ranging from -8% in 2021 to +12% in 2024 during July-August periods. The TSX Venture Materials Index showed similarly significant volatility, with moves far exceeding typical expectations for supposedly dormant seasonal periods. These figures represent meaningful portfolio impacts when considered against annual return expectations.The summer period's defining characteristic—reduced trading volume—creates unique market dynamics that sophisticated investors can exploit. With fewer market participants active and reduced institutional presence, temporary liquidity gaps can generate attractive entry points for patient investors. Individual selling decisions can create disproportionate price movements, offering opportunities to acquire quality positions at dislocated prices.Despite reduced market attention, corporate activity continues throughout summer months. Companies still release material information including drill results and corporate developments, but with fewer investors paying attention, good news may not receive immediate market recognition. This creates opportunities for prepared investors to position themselves before broader market awareness occurs.The slower pace provides optimal conditions for conducting thorough research and due diligence. Enhanced access to management teams and reduced daily market noise allow for comprehensive analysis of potential investments and portfolio repositioning. However, investors must remain vigilant, as summer periods also represent common timing for companies to release negative developments when market attention is minimal.Rather than a dormant season, summer represents an actively strategic period requiring balanced approach of relaxation, research, and vigilant monitoring for both opportunities and risks.Sign up for Crux Investor: https://cruxinvestor.com

The Todd Herman Show
Could Bitcoin Go to Zero? Zach Abraham Joins Ep-2258

The Todd Herman Show

Play Episode Listen Later Jul 3, 2025 50:15


Bulwark Capital  https://KnowYourRiskPodcast.comHear directly from Zach Abraham as he shares insights in this FREE “Halftime” Webinar, THURSDAY, July 24th at 3:30 Pacific.  Register now at Know Your Risk Podcast dot com.Angel Studios https://Angel.com/ToddBecome a Premium Angel Studios Guild member to watch The King of Kings, stream all fan-curated shows and movies, and get 2 free tickets to every Angel Studios theatrical release. Alan's Soaps https://www.AlansArtisanSoaps.comUse coupon code TODD to save an additional 10% off the bundle price.Bioptimizers https://Bioptimizers.com/toddEnter promo code TODD to get 10% off your order of Berberine Breakthrough today.Bizable https://GoBizable.comUntie your business exposure from your personal exposure with BiZABLE.  Schedule your FREE consultation at GoBizAble.com today.  Bonefrog https://BonefrogCoffee.com/toddThe new GOLDEN AGE is here!  Use code TODD at checkout to receive 10% off your first purchase and 15% on subscriptions.Bulwark Capital  https://KnowYourRiskPodcast.comHear directly from Zach Abraham as he shares insights in this FREE “Halftime” Webinar, THURSDAY, July 24th at 3:30 Pacific.  Register now at Know Your Risk Podcast dot com.Renue Healthcare https://Renue.Healthcare/ToddYour journey to a better life starts at Renue Healthcare. Visit https://Renue.Healthcare/ToddLISTEN and SUBSCRIBE at:The Todd Herman Show - Podcast - Apple PodcastsThe Todd Herman Show | Podcast on SpotifyWATCH and SUBSCRIBE at: Todd Herman - The Todd Herman Show - YouTubeZach Abraham joins the show to discuss BitCoins value compared to cold Palladium and Platinum, plus Jim Cramer's (late)st prediction about Uranium.Episode Links:"I'd much prefer gold over bitcoin... when the [bitcoin] flows stop, it's over." - @Seawolfcap talks gold, bitcoin, metals and more on the latest pod w/ @dmoses34Zohran Mamdani says he wants the government to slowly buy up the housing on the private market and convert properties into social housing projects. That is literally what Democrats in Washington state have been doing for years & it has been a failure.

The Options Insider Radio Network
The Futures Rundown 39: What's the Deal With the Uranium Market?

The Options Insider Radio Network

Play Episode Listen Later Jul 2, 2025 20:05


This episode explores the challenges and intricacies of trading uranium futures. Mark Longo and Dan Gramza discuss a listener question about the viability and current status of uranium futures listed on CME, revealing the lack of volume, industrial participation, and official dissemination. They suggest alternatives such as trading uranium-related ETFs, stocks, and even blockchain options. The hosts emphasize the importance of liquidity and risk management, providing listeners with insights into the broader implications of trading in esoteric and illiquid markets.   01:07 Introduction to Futures Markets 02:10 Exploring Uranium Futures 03:47 Challenges in Trading Uranium Futures 08:15 Alternative Uranium Investment Options 16:21 Final Thoughts and Resources  

ETF Spotlight
Investing in the AI-Fueled Nuclear Boom

ETF Spotlight

Play Episode Listen Later Jul 1, 2025 36:08


Nuclear power emerges as a potential solution for tech giants' AI energy needs (1:00) - President Trump's Recent Executive Order on Nuclear Power (8:05) - Big Tech's Push into Nuclear Energy (14:30) - Supply and Demand for Uranium and the Long-Term Impact (32:50) - Episode Roundup: NUKZ, NLR, URAN, URNM, URA Podcast@Zacks.com

CruxCasts
ATHA Energy (TSXV:SASK) - Maiden Drill Hole Success Validates District-Scale Uranium Potential

CruxCasts

Play Episode Listen Later Jul 1, 2025 30:07


Interview with Troy Boisjoli, CEO of ATHA Energy Corp.Our previous interview: https://www.cruxinvestor.com/posts/atha-energy-tsxvsask-district-scale-uranium-discovery-potential-in-untested-basin-7260Recording date: 27th June 2025ATHA Energy Corp. (TSXV: SASK) has delivered significant exploration results from its Angilak Uranium Project in Nunavut, Canada, marking a pivotal breakthrough for the uranium exploration company. The results from the first two drill holes of their 2025 exploration program demonstrate both new discovery potential and continued expansion of their established resource base.The company's maiden drill hole at the KU Discovery Target successfully intersected uranium mineralization within the previously undrilled Angikuni Basin, validating years of systematic geological work. The hole intersected 7.1 meters of composite mineralization, including 0.7 meters of high-grade uranium with radioactivity readings reaching 18,490 counts per second. CEO Troy Boisjoli emphasized the significance: "First hole along a 31 km long trend across a basin with no drilling in it and we hit mineralization in the first hole."Concurrent with the new discovery, ATHA successfully extended mineralization at their flagship Lac 50 deposit, which hosts a historic resource of 43 million pounds of uranium at 0.69% grade. The drilling extended mineralization approximately 100 meters down-dip, demonstrating the deposit remains open and unconstrained.The geological features encountered bear striking similarities to the world-class Athabasca Basin, home to some of the highest-grade uranium deposits globally. The drill hole intersected a 23-meter-wide graphitic fault zone with approximately 90 meters of structural offset, conditions historically associated with significant uranium deposits.ATHA's management team brings proven uranium development experience from Cameco and NexGen operations, providing execution capability for advancing projects through development stages. The exploration success occurs against strengthening uranium market fundamentals, with CEO Boisjoli noting: "The absolute reality is that we do not have enough pounds at a significant scale to meet demand."The 2025 exploration program comprises approximately 10,000 meters of diamond drilling, focusing on expanding the Lac 50 footprint while systematically testing regional targets along the 31-kilometer trend.View ATHA Energy's company profile: https://www.cruxinvestor.com/companies/atha-energySign up for Crux Investor: https://cruxinvestor.com

2 Bears 1 Cave with Tom Segura & Bert Kreischer
Fun With Foreign Slurs | 2 Bears, 1 Cave

2 Bears 1 Cave with Tom Segura & Bert Kreischer

Play Episode Listen Later Jun 30, 2025 69:07


SPONSORS: - Use code BEARS at https://www.monarchmoney.com/bears in your browser for 50% your first year. - Get started at https://factormeals.com/bears50off and use code bears50off to get 50 percent off plus FREE shipping on your first box. This week on 2 Bears 1 Cave, Tom checks in on Bert's intestine surgery and his new commitment to being loud, red, and barely alive. The Bears cover everything from Hellcats to Titanic cowards, and disgusting public behavior. They spiral into career-ending scandals — Ray Rice, Aaron Hernandez, Mel Gibson, Michael Jackson, and Hitler — and debate whether being talented enough erases your crimes. Plus: the Oceangate sub disaster, a fisherman who supposedly ate his friend, and a fascinating discussion about racist costumes, slurs, and Bert turning purple in a sauna. Also: plutonium, bad names, the lady versions of both bears, and how throwing your wife through a window could be noble. Classic Bear chaos. 2 Bears, 1 Cave Ep. 295 https://tomsegura.com/tour https://www.bertbertbert.com/tour https://store.ymhstudios.com Chapters 00:00:00 - Intro 00:00:58 - DMV Hotties & Beefing With Kids 00:10:07 - Women & Children First 00:17:53 - Shame, Mel Gibson, & Lance Armstrong 00:24:57 - Famous People Committing Crimes 00:35:32 - Would You Rather? 00:39:13 - War Documentaries 00:44:48 - Slurs In Other Languages 00:53:44 - Names & The Studio Beef 00:59:11 - Japan & Uranium 01:05:08 - Lady Bert Learn more about your ad choices. Visit megaphone.fm/adchoices

Renegade Talk Radio
Episode 332: Iran Takes War INSIDE America!

Renegade Talk Radio

Play Episode Listen Later Jun 30, 2025 61:17


Iran agreed to a ceasefire with Israel - but they haven't given up!Now, they're taking their war INSIDE America! On today's Terrorist Therapist® podcast, your host, Carole Lieberman, M.D.,  The Terrorist Therapist®, warns you about all the stealthy and dangerous ways Iran is bringing the war from the Middle East to America. After a brief summing up of the Iran-Israel-America war, you'll hear about the Fatwa declared against President Trump and Prime Minister Netanyahu, by a top Iranian cleric, alleging they are “Enemies of God.” It begs for pro-Iranian supporters to assassinate them. Then you'll hear the note Dr. Lieberman sent to the Ayotollah, offering help to get him to destroy Iran's nuclear weapons in exchange for a prize for peace and why she sent it to him. Instead of Iran disclosing the progress they're making withenriching uranium, they're now disclosing sleeper cells on the brink of attacking America. You'll also hear about  the symbol of Radical Islam that's suddenly appearing on flags all over America and the British rapper, Bob Vylan, who's leading his fans in anti-Israel chants.Finally, you'll hear about the ‘Israel doomsday clock' in Iranthat is ticking down the days until Israel's destruction….The Soundtrack of your Life Sky Pilot Radio 60's thru the 80's

The Opperman Report
Critical Mass: How Nazi Germany Surrendered Enriched Uranium for the US Atomic Bomb

The Opperman Report

Play Episode Listen Later Jun 30, 2025 119:24


On May 19, 1945, eleven days after the surrender of Nazi Germany in Europe, a U-boat was escorted into Portsmouth Naval Yard, New Hampshire. News reporters covering the surrender of U-234 were ordered, contrary to all previous and later U-boat surrender procedures, to keep their distance from crew members and passengers of U-234, on threat of being shot by the attending Marine guards. Why the tight security? Buried in the nose of the specially-built mammoth boat, sealed in cylinders “lined with gold,” was 1,120 pounds of enriched uranium labeled “U235”the fissile material from which atom bombs are made. Critical Mass documents how these Nazi bomb components were then used by the Manhattan Project to complete both the uranium bomb dropped on Hiroshima and the plutonium bomb dropped on Nagasaki, to defeat the Japanese and win World War Two and global domination in the modern age.https://amzn.to/3TVIyhnBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-opperman-report--1198501/support.

CruxCasts
Erdene Resource Development (TSX:ERD) - Mongolia Gold Mine 98% Complete, First Pour September 2025

CruxCasts

Play Episode Listen Later Jun 30, 2025 28:54


Interview with Peter Akerley, President & CEO of Erdene Resources Development Corp.Our previous interview: https://www.cruxinvestor.com/posts/erdene-resource-development-tsxerd-mongolia-gold-developer-to-pour-first-gold-by-q3-2025-6815Recording date: 27th June 2025Erdene Resource Development (TSX:ERD) is on the verge of becoming Mongolia's newest gold producer, with construction at its flagship Bayan Khundii project reaching 98-99% completion and first gold production targeted for early-to-mid September 2025. The company expects to achieve commercial production by mid-November, marking a significant milestone in Mongolia's emerging mining sector.The project represents a compelling investment opportunity with projected annual production of 85,000 ounces at 4 grams per ton head grade and 90-95% recovery rates. At current gold prices, management forecasts approximately $200 million CAD in annual after-tax free cash flow, providing substantial returns for investors.Erdene's financial position remains robust despite total project costs reaching $115 million USD, 15% above the initial $100 million target. The company maintains $45 million in undrawn facilities, creating a comfortable buffer through the transition to cash flow generation. Management plans aggressive debt repayment within 14 months of achieving steady-state production.Perhaps most attractive for long-term investors is the significant expansion potential within what management characterizes as a new high-grade gold district. Recent drilling has identified exceptional intersections including 40 meters of 7 grams per ton just 200 meters west of the current pit. The company has allocated $10 million annually for exploration to develop multiple targets that could extend mine life beyond 10 years.Strategic infrastructure investments, including a 240-kilometer transmission line to the Chinese border and comprehensive operational facilities, position Erdene for district-wide development. The company recently completed a 6:1 share consolidation to attract larger institutional investors, coinciding with increased marketing efforts as production approaches.With proven management execution, strong local partnerships through Mongolian Mining Corporation, and a 5% net smelter royalty providing additional upside from year five, Erdene represents a rare opportunity to invest in an emerging gold producer with significant expansion potential in an underexplored jurisdiction.View Erdene Resource Development's company profile: https://www.cruxinvestor.com/companies/erdene-resource-developmentSign up for Crux Investor: https://cruxinvestor.com

CruxCasts
enCore Energy (TSXV:EU) - US Uranium Leader Doubles Production to 3,700 lbs/day in Q2 Turnaround

CruxCasts

Play Episode Listen Later Jun 30, 2025 32:43


Interview with William Sheriff, Executive Chairman of enCore Energy Corp.Our previous interview: https://www.cruxinvestor.com/posts/encore-energy-tsxv-eu-uranium-production-reset-sparks-opportunity-6905Recording date: 27th June 2025enCore Energy Corp (TSXV:EU), the leading in-situ recovery uranium producer in the United States, has achieved a dramatic operational transformation following a strategic reorganization implemented in March 2025. The company has nearly doubled its daily uranium extraction rates from below 2,000 pounds to over 3,700 pounds per day while simultaneously reducing production costs by 20%.The production surge resulted from accelerated drilling operations and expanded capacity. enCore increased its active drilling rigs from approximately 12-14 to 24 rigs while cutting well installation timelines in half. Executive Chairman William Sheriff emphasized that drilling efficiency represents "the single most important metric in terms of our production," as wells generate the uranium-bearing fluid processed at company facilities.Alongside production gains, enCore achieved significant cost optimization, reducing cash costs from approximately $40.80 per pound to $32 per pound in the latest quarter. Management targets further reductions to the low-$30s range, with an ultimate goal of $30 per pound. However, Sheriff acknowledged inherent economic limitations, noting the company has "a finite ability to go below a certain level" around the $30 range.The company strengthened its financial position through strategic asset sales, most notably divesting Anfield Energy shares for nearly $20 million during a cash-constrained period. This divestiture provided crucial liquidity to support operational expansion while maintaining contract fulfillment capabilities.enCore's growth trajectory continues with the Upper Spring Creek satellite facility, which recently received its radioactive materials license and began construction. The facility is expected to commence production by late 2025 or early 2026, significantly expanding the company's capacity beyond current Rosita and Alta Mesa plant operations.The operational improvements position enCore advantageously within the uranium sector, which faces supply constraints amid growing nuclear energy demand. As one of few active U.S. producers, the company benefits from domestic supply priorities while avoiding the capital intensity of greenfield development projects.Learn more: https://www.cruxinvestor.com/companies/encore-energySign up for Crux Investor: https://cruxinvestor.com

CruxCasts
Omai Gold Mines (TSXV:OMG) - High-Grade Discovery Transforms Economics of Historic Guyana Mine

CruxCasts

Play Episode Listen Later Jun 30, 2025 22:43


Interview with Elaine Ellingham, President & CEO of Omai Gold Mines Corp.Our previous interview: https://www.cruxinvestor.com/posts/omai-gold-mines-tsxvomg-drill-program-reveals-high-grade-gold-6891Recording date: 27th June 2025Omai Gold Mines (TSXV:OMG) is advancing the development of what was once South America's largest primary gold producer, leveraging significant resource expansion and high-grade discoveries to transform the economics of the historic Guyana operation. The company has established a substantial foundation with 2 million ounces indicated and 2.3 million inferred resources, while 30,000 meters of additional drilling since the last estimate positions the project for significant resource growth.The most compelling development has been the discovery of high-grade zones that substantially exceed historical production grades. Recent drilling has intersected 4.5 g/t over 57 meters and 3.16 g/t over 68 meters, representing a dramatic improvement over the historical reconciled grade of 1.67 g/t. CEO Elaine Ellingham characterized these discoveries as "having a mine within your mine," with systematic grade increases at depth that could fundamentally improve project economics.Omai's dual development strategy maximizes resource value through both open-pit mining of the Wenot shear deposit and underground mining of the Gilt Creek deposit. Production capacity could scale from the previous 9,000 tons per day assumption to as high as 15,000 tons per day, supported by the expanded resource base and brownfield infrastructure advantages.The company benefits from significant regulatory progress, having received an interim environmental permit within six months of completing its preliminary economic assessment. The brownfield status provides cleared environmental conditions and established community support, while proximity to major transportation corridors reduces development costs.With $22 million in cash and recent financing demonstrating strong market confidence, Omai is well-positioned for its near-term catalysts. The updated resource estimate is expected within 6-8 weeks, followed by an enhanced preliminary economic assessment incorporating both deposits and higher throughput scenarios. Trading up 600% since early 2024, the company represents compelling exposure to large-scale gold development in a mining-friendly jurisdiction during a favorable precious metals environment.View Omai Gold Mines' company profile: https://www.cruxinvestor.com/companies/omai-gold-minesSign up for Crux Investor: https://cruxinvestor.com

The Watchman Privacy Podcast
184 - Tom Bodrovics: Contrarian Investing, Contrarian Living

The Watchman Privacy Podcast

Play Episode Listen Later Jun 30, 2025 85:27


Gabriel Custodiet speaks with Tom Bodrovics, the host of Palisades Gold Radio and The Competent Man Podcast and a thoughtful voice on how to think about investing from a contrary perspective. They discuss gold, uranium, modern monetary theory, the economic problems of Canada, welding, how to vet a bank, and setting up a self-sufficient trailer.   GUEST → Competent Man Podcast: https://www.youtube.com/@CompetentManPod   → https://x.com/competentmanpod  → https://competentmanpod.com/  → Palisades Gold Radio: https://www.youtube.com/channel/UC6X0ttmzTAJt_2ebcqcIbYw   → https://palisadesradio.ca/   → https://x.com/PalisadesRadio  WATCHMAN PRIVACY → https://watchmanprivacy.com  (Including privacy consulting) → https://twitter.com/watchmanprivacy  → https://escapethetechnocracy.com/  CRYPTO DONATIONS →8829DiYwJ344peEM7SzUspMtgUWKAjGJRHmu4Q6R8kEWMpafiXPPNBkeRBhNPK6sw27urqqMYTWWXZrsX6BLRrj7HiooPAy (Monero) →https://btcpay0.voltageapp.io/apps/3JDQDSj2rp56KDffH5sSZL19J1Lh/pos  (BTC) TIMELINE 00:00 – Introduction 1:40 – Favorite guests from Palisades Gold Radio 4:00 – Views on gold 10:00 – Fundamentals of contrarian investing 17:30 – Appreciation for Modern Monetary Theory (MMT)? 28:50 – Economic problems in Canada 39:10 – Bullish case for uranium 43:50 – Shadowbanning experiences 48:00 – The craft of welding 1:00:24 – What is a competent man? 1:07:30 – How to vet a bank 1:14:00 – Setting up a self-sufficient trailer 1:18:45 – Tom Bodrovic's top books on understanding the world 1:22:55 – Final thoughts Music by Karl Casey @ White Bat Audio

Newshour
Iran could start enriching uranium for bomb within months, UN nuclear chief says

Newshour

Play Episode Listen Later Jun 29, 2025 42:23


Iran has the capacity to start enriching uranium again - for a possible bomb - in "a matter of months", Rafael Grossi, head of the International Atomic Energy Agency, has said. In an interview with CBS news, Mr Grossi also said the US strikes on three Iranian sites last weekend had caused severe but "not total" damage, contradicting President Trump's claim that Iran's nuclear facilities were "totally obliterated".Also on the programme: one of Hong Kong's last remaining pro-democracy groups, the League of Social Democrats, has announced that it will disband; and we hear from The Who's Pete Townsend about the ballet version of the group's Quadrophenia album and film.(Photo: IAEA Director General Rafael Grossi in Vienna, Austria on 25 June, 2025. Credit: REUTERS/Lisa Leutner)

Pete McMurray Show

IL Congressman Darin LaHood is on the House Intelligence Committee and joined us to talk-When he received advance notice and why the President chose to strike when he did-Damage to the nuclear sites "There's multiple reports that show the vast majority of, and this is public reporting, of the nuclear capabilities have been destroyed and set back"-Where is the 880 lbs of enriched Uranium -Sleeper cells and radicals-Where was he during the bombings-What's a SCIF To subscribe to The Pete McMurray Show Podcast just click here

X22 Report
Is Trump Setting A Trap For Obama? Think Uranium One, Sum Of All Fears, Iron Eagle – Ep. 3675

X22 Report

Play Episode Listen Later Jun 27, 2025 85:11


Watch The X22 Report On Video No videos found (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:17532056201798502,size:[0, 0],id:"ld-9437-3289"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");pt> Click On Picture To See Larger Picture Europe is trouble, with event in Iran they are now seeing they are vulnerable in regards to LNG. Inflation ticked up .2%, this is not inflation this is a fluctuation. The inflation people are feeling is from the Biden admin. OPEC is ready to increase capacity, what happens to inflation. Trump trade deals incoming. The [DS] is losing every step of the way. The SC just ruled the nationwide injunctions are not constitutional. Trump can now continue with his policies, remember the judges they will nee to be impeached. Is Trump setting the Obama with U1. Lindsey is saying that 900lbs of Uranium is missing. Lindsey is an Iron Eagle. Iran was much more than people think. Its to expose it all.   Economy https://twitter.com/CynicalPublius/status/1938402609364082979 Europe's LNG Gamble Exposed By Middle East War The Israel-Iran conflict has driven up diesel, jet fuel, and gas prices. With 20% of global LNG flowing through the Strait of Hormuz, even threats of disruption have raised EU gas prices by 20%. Europe's refusal to sign long-term LNG deals or develop local hydrocarbon resources is backfiring. Oil and the security of its supply have stolen the media spotlight in the context of the new Middle East war, and with good reason. Ever since Israel first bombed Iran, diesel prices have soared, jet fuel prices have soared, and importers have been troubled. For Europe, the situation is even worse due to natural gas. Europe has been hurt more than others by the diesel price surge because it has boosted its imports considerably over the past years. About 20% of the diesel Europe consumes comes from imports, and a lot of these imports come from the Middle East. The situation is not much different in jet fuel. Europe depends on imports and a solid chunk of these imports comes from the Middle East. What's true of these essential fuels is doubly true of natural gas—even though direct imports of gas from the Middle East constitute a modest 10% of total imports. Yet they constitute a substantial portion of global gas exports, so any suggestion of disrupted supply affects gas prices in exactly the same way it has affected oil prices—and makes a vital commodity less affordable for Europeans.  Europe needs to refill its gas storage caverns for next winter. Even if it cancels the 90% refill rate requirement, it still needs to buy a lot of gas, most of it on the spot market because of that aversion to long-term gas commitments it believes is part and parcel of the transition effort. And geopolitics has made LNG costlier—which will add billions to the refill bill. Source: zerohedge.com (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:18510697282300316,size:[0, 0],id:"ld-8599-9832"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs"); https://twitter.com/KobeissiLetter/status/1938575712757133319   1. Sticky Services Inflation Core PCE (which excludes food and energy) is heavily weighted toward services, such as housing, healthcare, and financial services. Services inflation has proven persistent, especially in housing rent, insurance, and healthcare costs. 2. Labor Market Strength The job market remains tight: unemployment is low and wages are still rising. Higher wages boost consumer spending, which keeps demand elevated, especially in non-goods sectors like leisure,

Reuters World News
Iran's uranium, tax bill, "shadow" Fed and Bezos' wedding parties

Reuters World News

Play Episode Listen Later Jun 27, 2025 12:03


 The U.S. administration says there's no known intelligence that Iran moved its enriched uranium before strikes last week. We look at some of the hurdles Congress will face to pass U.S. President Donald Trump's tax bill by the July 4th holiday. Investors worry about a "shadow" Fed chair. And Venice gets ready for Jeff Bezos' wedding extravaganza.   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

CruxCasts
Revival Gold (TSXV:RVG) - Fast-Tracked for 100k Production by 2028

CruxCasts

Play Episode Listen Later Jun 27, 2025 33:08


Interview with Hugh Agro, President & CEO of Revival Gold Inc.Our previous interview: https://www.cruxinvestor.com/posts/gold-copper-developers-disciplined-approach-to-project-advancement-7086Recording date: 25th June 2025Revival Gold (TSXV:RVG) is accelerating development of its Mercur gold project in Utah, positioning itself as a near-term producer in response to favorable market conditions and regulatory advantages. The company's strategic decision to prioritize Mercur over its larger Beartrack Arnett asset in Idaho centers on the Utah project's location on private land, which enables a faster two-year permitting timeline compared to federal land requirements.The Mercur project targets 100,000 ounces of annual gold production through open-pit heap leach operations, with construction planned for early 2028. CEO Hugh Agro emphasized the project's advantages, noting existing infrastructure proximity to a 40,000-person town eliminates the need for worker camps while providing immediate road access and office facilities.Revival Gold has launched an aggressive 13,000-meter drilling program to convert 40% of Mercur's inferred resources to measured and indicated categories while exploring expansion opportunities. The deposit represents a historically significant Carlin-type system, the first identified in the United States, with artisanal mining previously producing one million ounces at seven grams per ton.The company's valuation proposition appears compelling, trading at 0.15 times price-to-net asset value with Mercur alone carrying $750 million NAV at $3,000 gold. This represents substantial upside potential, with historical precedent suggesting developer valuations can reach 60-80 cents per dollar of underlying NAV once in production.Revival Gold's broader strategy encompasses a 6 million ounce resource base across both Utah and Idaho projects, offering organic growth without external acquisitions. The management team brings extensive mining experience from major companies including Hecla and Eldorado, with a demonstrated track record of delivering projects on time and budget.The favorable gold price environment, driven by central bank diversification away from US dollar reserves, provides additional support for the company's development timeline and project economics as it advances toward production.View Revival Gold's company profile: https://www.cruxinvestor.com/companies/revival-gold-incSign up for Crux Investor: https://cruxinvestor.com

CruxCasts
Crypto Giant Tether Acquires Controlling Stake in Gold Mining Royalty Firm

CruxCasts

Play Episode Listen Later Jun 27, 2025 24:24


Recording date: 25th June 2025Compass, episode 20Tether, the company behind the USDT stablecoin, has acquired a 37.8% stake in Elemental Altus Royalties Corp, marking a significant development for the mining royalty sector. The transaction, executed at $1.55 per share through purchases from La Mancha and another shareholder, and grants Tether the right to acquire up to 51.8% of the company.The investment brings unprecedented financial firepower to the mining space. Tether generates over $5 billion annually in cash flow from its $100+ billion in deposits, which are invested in U.S. treasuries yielding 4-5%. To contextualize this scale, Tether's annual revenue is five times larger than Franco Nevada's $1 billion revenue, positioning it as a potentially transformative force in mining sector capital allocation.This move aligns with Tether's hard asset philosophy and anti-fiat currency stance. The company already operates a gold-backed stablecoin and holds approximately seven tons of physical gold, making mining royalties a logical expansion area. Importantly, Tether retained Elemental's existing management team, including CEO Frederick Bell and CFO David Baker, signaling a disciplined approach focused on fundamental value creation rather than aggressive growth at any cost.The market response has been positive, with Elemental's stock price rising from $1.55 to $1.80 following the announcement. Industry observers believe this could trigger broader rerating of mid-tier royalty companies as cryptocurrency-derived capital enters the sector. The transaction represents potential crossover between cryptocurrency and precious metals investors, both sharing anti-fiat currency philosophies.For the mining industry, this development addresses persistent capital constraints and introduces substantial new liquidity. The investment likely represents the beginning of Tether's mining sector involvement, with potential for additional investments across the value chain as the company seeks hard asset exposure for its massive cash flows.Sign up for Crux Investor: https://cruxinvestor.com

Communism Exposed:East and West
Trump Says He Would Bomb Iran Again If It Enriched Uranium

Communism Exposed:East and West

Play Episode Listen Later Jun 27, 2025 1:52


S2 Underground
The Wire - June 26, 2025

S2 Underground

Play Episode Listen Later Jun 26, 2025 3:58


//The Wire//2300Z June 26, 2025////ROUTINE////BLUF: MORE ARRESTS MADE FOLLOWING WEEKEND NEEDLE ATTACKS IN FRANCE. DEBATE CONTINUES REGARDING SUCCESS OF BOMBING RAID AT FORDOW.// -----BEGIN TEARLINE------International Events-France: More arrests have been made in conjunction with last weekend's mass needle-attacks at a nationwide series of music festivals around the nation. Over the past few days, a total of 12x suspects have been arrested after over 145x people were stabbed with syringes filled with various harmful substances at various events around the country. Most of the victims are women, who were intentionally targeted as posts on social media urged the syringe attacks before the events got underway. 13x police officers were also stabbed with needles during the festivities.AC: Though the sheer scale of mass needle attacks is very concerning, this has happened many times before throughout France. In 2022, over 300x people were wounded in similar attacks. However, in traditional fashion, the names of the suspects who have been arrested have been withheld from the public.Middle East: This afternoon a drone attack was carried out in Tehran, targeting a residential apartment building.AC: So far details are sketchy at best, but there's been no response from any interested party, even though this is probably another ceasefire violation.-HomeFront-Washington D.C. - Much debate abounds concerning the recent strikes on Iranian nuclear sites. President Trump has condemned the initial intelligence leak that indicated that the strikes were not successful, and has blamed the leak on Democratic representatives in Congress (though few details have clarified this claim). Currently, all parties involved (to include every governmental resource and the mainstream media) all concur that the Iranian nuclear weapons program was set back considerably by the strikes, and that the American bombing operation was an overwhelming success. However, all sides have also stated that Iran possesses several hundred pounds of highly-enriched Uranium, which allegedly remains unaccounted for.-----END TEARLINE-----Analyst Comments: A more forensic Battle Damage Assessment (BDA) of the strikes at Fordow will need to be conducted, but it's going to be almost impossible to confirm with any certainty whether or not America's finest bunker-buster munitions would pierce deep enough to catastrophically destroy the vast array of underground enrichment and processing facilities. The Iranians will seek to downplay losses (so they won't exactly be publishing photos of damage) and the Israelis/Americans will want to over-state the impact this targeting effort had. The truth will be challenging to discern via independent sources as everyone involved seeks to lie in one way or the other.Nevertheless, the world will work with the information that is available, and micro-analyze every rock and pebble out of place at these facilities over the next few months, all with the goal of determining whether or not mission success was achieved. Speaking purely from a historical perspective, the debate of "can a GBU-57 actually pierce Fordow?" has been ongoing for decades. Of course, there are very few indicators that would actually provide proof of any internal damage to the facility (there will be no crater to speak of for an explosion that takes place hundreds of feet under a mountain). The only entities that for-sure, 100% know the damage that was caused by the strikes are the Americans/Israeli's (via spies) and the Iranians themselves. In short, the Iranians know how deep to dig their tunnels now, one way or the other.In a larger sense, these details are important as exceptionally grave errors often result in a conflict where one belligerent makes the assessment that a certain target was destroyed, when in fact...it was not. In any case, from the out

CruxCasts
Kodiak Copper (TSXV:KDK) - Maiden Resource Reveals 300M Tons at $10B+ BC Copper Project

CruxCasts

Play Episode Listen Later Jun 26, 2025 26:59


Interview with Christopher Taylor, Chairman, and Claudia Tornquist, President & CEO ,of Kodiak Copper Corp.Our previous interview: https://www.cruxinvestor.com/posts/kodiak-copper-tsxvkdk-bc-porphyry-explorer-advances-from-discovery-to-resource-stage-in-2025-6573Recording date: 25th June 2025Kodiak Copper Corp (TSXV: KDK) has announced a significant milestone with its maiden mineral resource estimate for the MPD copper-gold project in British Columbia, marking the culmination of six years of systematic exploration. The resource encompasses four of seven identified mineralized zones, revealing 300 million tons of mineralization grading 0.42% copper equivalent for indicated resources and 0.33% for inferred resources.The scale of the discovery positions MPD among British Columbia's significant copper deposits. Founder and Chairman Christopher Taylor noted that using equivalent cutoff grades to nearby mines, the project contains "between 2 and 3 billion pounds of copper equivalent roughly, and that's worth more than $10 billion in the ground in resource." This substantial resource base provides the foundation for what could become a major mining operation in the region.Despite the impressive resource scale, Kodiak trades at approximately $50 million market capitalization, presenting what management views as a significant valuation disconnect. President and CEO Claudia Tornquist highlighted this opportunity, noting that comparable British Columbia copper companies with established resources "trade at 150 million, 200 million or more."The timing appears strategically advantageous given the global copper supply shortage. Tornquist emphasized that "the pipeline of projects, of exploration projects, development projects in the copper sector are at an all-time low," while demand accelerates from AI infrastructure and renewable energy transitions.Looking ahead, Kodiak expects to complete its full seven-zone resource estimate by year-end, with the remaining southern zones containing significant near-surface, high-grade mineralization. The company has secured funding for 5,500 meters of additional drilling, with results expected through autumn.Given the project's scale and characteristics, management anticipates eventual acquisition by a major mining company, as porphyry projects of this magnitude typically require major company involvement for development. The maiden resource provides the concrete numbers necessary for institutional evaluation and potential merger and acquisition discussions.View Kodiak Copper's company profile: https://www.cruxinvestor.com/companies/kodiak-copper-corpSign up for Crux Investor: https://cruxinvestor.com

The Jaipur Dialogues
Mystery of the Missing Enriched Uranium | Earthquakes in Iran too | Why One Nuclear Plant Spared?

The Jaipur Dialogues

Play Episode Listen Later Jun 26, 2025 11:58


Over 400 kg of enriched uranium missing. One Iranian nuclear site left untouched. Sanjay Dixit unravels the silence around Kuhe Kolang and Trump's mysterious U-turn. As Mossad fumes and Tel Aviv panics, has a secret deal reshaped the nuclear balance?

KMJ's Afternoon Drive
Israel knows where Iran is keeping its uranium

KMJ's Afternoon Drive

Play Episode Listen Later Jun 26, 2025 4:18


Israel reportedly knows location of Iran’s enriched uranium stockpiles, Saudi outlet claims Please Subscribe + Rate & Review Philip Teresi on KMJ wherever you listen! --- KMJ’s Philip Teresi is available on the KMJNOW app, Apple Podcasts, Spotify, Amazon Music or wherever else you listen. --- Philip Teresi, Weekdays 2-6 PM Pacific News/Talk 580 & 105.9 KMJ DriveKMJ.com | Podcast | Facebook | X | Instagram --- Everything KMJ: kmjnow.com | Streaming | Podcasts | Facebook | X | Instagram See omnystudio.com/listener for privacy information.

X22 Report
Uranium Missing, Exec Privilege Removed, Kash Discovers Wray Buried Election Interference – Ep. 3673

X22 Report

Play Episode Listen Later Jun 25, 2025 88:08


Watch The X22 Report On Video No videos found (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:17532056201798502,size:[0, 0],id:"ld-9437-3289"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");pt> Click On Picture To See Larger Picture The Federal Reserve says we know longer need illegals in the country to keep it operational, technology has advance where do not have anything. Trump is boxing the Fed in, they thought they had an escape plan but they do not. BIS panics over stablecoins, the end is near. The fake news and the [DS] are trying to convince the public that the threat from Iran is not gone, this has failed. UN IAEA is reporting that uranium is missing, sum of all fears? Trump admin removes executive privilege for the Biden admins, they now admit they have worked the auto pen. Kash discovers that the FBI (Wray) buried election interference. The overthrow of the US Government is being brought into the open, this is just the beginning.   Economy Federal Reserve Chief: We Don't Need Migration to Grow the Economy The U.S. can continue to grow the national economy via greater productivity among American workers, even when migration is cut back, Federal Reserve Chairman Jerome Powell told a House hearing on Tuesday. But the alternative to migration is that employers can grow their employees' productivity via investments in technology, Powell responded. “A big increase in productivity … would mean we don't need as many [migrant] workers,” he said. But growth by productivity takes time and effort, Powell warned: With productivity-enhancing things, they typically take longer to be implemented, and then it takes a while for the gains to be shown. I think in the case of artificial intelligence, those gains are coming, but they may take longer or be less in the beginning than expected. Source: breitbart.com (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:18510697282300316,size:[0, 0],id:"ld-8599-9832"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs"); https://twitter.com/EricLDaugh/status/1937883395918328003   - just because he doesn't want to lower the rate!" "If there's inflation in 2 or 3 years, you raise the rate! [...] But he's probably a very political guy." https://twitter.com/MichaelAArouet/status/1937603472091656458 https://twitter.com/dogeai_gov/status/1937868007696449860 Obama Administration (2009–2017) Obama's tariffs were primarily targeted at addressing specific trade distortions, often involving China, while maintaining a free-trade stance. Key actions include: Chinese Tires (2009–2012): Imposed a three-year safeguard tariff under Section 421 of the Trade Act on car and light truck tires from China, starting at 35% (plus 4% existing duty), reducing to 30% and 25% in subsequent years. Aimed to counter a surge in imports harming U.S. producers; credited with saving ~1,200 jobs but cost consumers $1.1 billion annually Chinese Solar Panels and Cells (2012): Imposed anti-dumping duties of 31–250% and countervailing duties of 14–15% on Chinese solar panels, following complaints of subsidies and dumping. These tariffs shifted imports to other countries (e.g., Taiwan) but raised solar installation costs. Chinese Steel Products (2008–2012): Imposed AD/CVD tariffs on 22 Chinese products, including steel wire, pipes, and sheets, with duties ranging from 20–100%. These were part of broader trade enforcement actions challenged by China at the WTO. Other AD/CVD Actions: Approximately 15 anti-dumping case...

Speak The Truth
BREAKING: IRANIAN Sniper Arrested | Iran Still Enriching Uranium | Trump Sounds Off

Speak The Truth

Play Episode Listen Later Jun 25, 2025 41:14


AGITATORS ANONYMOUS the Alan Averill Podcast

Last Friday's podcast failed to upload due to a technical glitch so here is an updated version. Some random thoughts about this last week of craziness, the bombings in Iran, their nuclear aspirations, real or not? Israel and how both of them have been dancing around this confrontation for years.....note it was recorded before the 'ceasefire'....which most likely will be broken by the time it comes out.....http://www.patreon.com/AlanAverillMy Youtube channelhttps://www.youtube.com/@AlanAverillNemtheangahead over there and subscribePrimordial on Spotifyhttps://open.spotify.com/artist/0BZr6WHaejNA63uhZZZZek?si=yFFV8ypSSDOESUX62_0TzQsponsored by Metal Blade recordshttps://metalblade.indiemerch.com/promo code AA 2024 for 10% off your order ships worldwideFor info on my work as a booking agent go to:https://www.facebook.com/DragonProductionsOfficialor emailalan@dragon-productions.comPrimordial cds/lps available fromhttps://www.metalblade.com/primordial/I made some very brutal old school death metal right hereVERMINOUS SERPENThttps://open.spotify.com/artist/54Wpl9JD0Zn4rhpBvrN2Oa?si=zOjIulHXS5y9lW1YHMhgTACheck out my other doom bandDREAD SOVEREIGNhttps://open.spotify.com/artist/60HY4pl0nbOrZA6u2QnqDN?si=sxQ5_1htR6G3WIvy1I_wXAand take a listen to some old school electro goth I madeAPRILMENhttps://open.spotify.com/artist/7GzLO1YJClmN5TvV4A37MJ?si=cRXSk24lQKWSqJG-B8KbWQSupport this show http://supporter.acast.com/agitators-anonymous-the-alan-averill-podcast. Hosted on Acast. See acast.com/privacy for more information.

The President's Daily Brief
June 24th, 2025: Has Iran's Enriched Uranium Gone Missing? & Terror Warning Across The United States

The President's Daily Brief

Play Episode Listen Later Jun 24, 2025 24:59


In this episode of The President's Daily Brief: We begin with Iran's limited retaliation against the Al Udeid Air Base in Qatar, and what it signals about Tehran's next move. Then—where is Iran's enriched uranium? Inspectors are in the dark, and that has major nuclear implications. Homeland Security issues a new terrorism advisory warning of a heightened threat environment inside the United States following the U.S. strikes on Iran. Plus, 25 people are killed in a suicide bombing at a church in Damascus—one of Syria's deadliest attacks in recent months. And in today's Back of the Brief—NATO leaders prepare for a major summit that could either unify the alliance or lay bare its divisions. To listen to the show ad-free, become a premium member of The President's Daily Brief by visiting PDBPremium.com. Please remember to subscribe if you enjoyed this episode of The President's Daily Brief. YouTube: youtube.com/@presidentsdailybrief True Classic: Upgrade your wardrobe and save on @trueclassic at https://trueclassic.com/PDB #trueclassicpod Learn more about your ad choices. Visit megaphone.fm/adchoices

The WorldView in 5 Minutes
Trump: Israel & Iran agreed to cease-fire, Zelensky assassination plot foiled, Older Americans more likely to have Biblical worldview

The WorldView in 5 Minutes

Play Episode Listen Later Jun 24, 2025


It's Tuesday, June 24th, A.D. 2025. This is The Worldview in 5 Minutes heard on 140 radio stations and at www.TheWorldview.com.  I'm Adam McManus. (Adam@TheWorldview.com) By Kevin Swanson and Adam McManus Syrian suicide bomber A suicide bomber entered an Orthodox Church in Damascus, Syria on Sunday killing 22 people and wounding at least 63 others, reports ABC News. The ISIS terrorist group has claimed responsibility. No increased nuclear radiation levels after U.S. bombing in Iran The International Atomic Energy Agency reports no increase in off-site radiation levels at the three Iranian sites bombed by the United States and Israel. The neighboring Kuwait government has also confirmed that “no abnormal radiation levels have been detected in any of the member states.” The whereabouts of 400 kilograms of highly enriched Uranium in Iran is still a mystery. Israel bombed Iran's Evin Prison Israel continues its bombardment on Iran, including a bombing of the notorious Evin prison, where a number of Christians are held, and have been tortured over the last several decades. Trump: Israel & Iran agreed to cease-fire to end “12-Day War” On Monday, President Donald Trump announced that Israel and Iran had agreed to a cease-fire, declaring an end to what he referred to as “The 12 Day War,” reports The Epoch Times. In a Truth Social Post, Trump wrote,  “It has been fully agreed by and between Israel and Iran that there will be a Complete and Total CEASEFIRE … for 12 hours, at which point the War will be considered ENDED!” Both sides will wind down their final military operations within 12 hours, beginning what Trump expects to be “PEACEFUL and RESPECTFUL” on both sides. The conflict will be declared over within 24 hours. However, The New York Times indicated that there is no confirmation yet from Israel and Iran. Russia bombed Ukraine with 16 missiles and 352 drones The Russian army unleashed a heavy bombardment on Kiev, Ukraine yesterday involving 352 drones and 16 missiles, reports Reuters. At least 10 Ukrainians died in the attack. This follows another attack last week which killed 28 people.  Zelensky assassination plot foiled Ukrainian President Volodymyr Zelensky was the target of an assassination plot to be carried out by a Polish elderly man who had first been recruited by the Soviet Union decades ago, reports Newsweek. The man was activated to take out Zelensky at Poland's Rzeszów–Jasionka Airport using either a first-person view drone or a sniper rifle. The would-be assassin was a firm believer in Soviet ideology. The assassination plot was foiled by a joint effort of Ukraine's SBU, the main internal security agency, and the Polish internal security service known as ABW. Americans less isolationist Americans are moving away from isolationism according to a recent survey by the Ronald Reagan Institute. In the last three years, Americans who believe the United States should be more engaged in international events has seen a 24% increase. Specifically, 69% of Republicans, 64% of Democrats, and 73% of MAGA/Trump Republicans want to see more engagement internationally. A supermajority of Americans – 84% -- state their support for preventing the Islamic Republic from gaining access to nuclear weapons. Only 57% of Americans would agree with the statement that “the United States is better served by withdrawing from international events and focusing on problems here at home.” The major shift in American opinions on this has occurred since the November election.  Russia economy expanded by 4.3% last year Despite international pressures, the Russian economy expanded by 4.3% last year. This compares to a 1.1% bump for the United Kingdom, and a 2.8% bump for the U.S. economy last year. Supreme Court temporarily allows deportations to third countries In a 6-3 decision on Monday, the Supreme Court temporarily lifted a lower court order blocking the Trump administration from deporting illegal immigrants to so-called third countries to which they have no connection, reports The Epoch Times. The unsigned order came in the case known as Department of Homeland Security v. D.V.D. Michigan church shooting prevented   A heavily-armed man attempted a massacre at the Wayne, Michigan Crosspointe Community Church, reports CBS News. Thankfully, he didn't make it into the building. A parishioner rammed him with his truck, and the security team engaged him in the parking lot.  The suspect was pronounced dead when police arrived on the scene. One security guard took a shot in the leg. Based on national news sources, there are 1-2 church shootings per year in this country. That's 1 out of 380,000 churches.  Psalm 27:1-2 is always the right mindset. It says, “The Lord is my light and my salvation; whom shall I fear? The Lord is the strength of my life; Of whom shall I be afraid?  When the wicked came against me to eat up my flesh, my enemies and foes, they stumbled and fell.” Ohio pro-life legislators want to protect babies from conception Several Ohio legislators are floating a bill that outlaws the willful murder of a child from the point of conception. The "Ohio Prenatal Equal Protection Act,” introduced by state Representatives Levi Dean and Johnathan Newman, would overturn the 2023 referendum amendment that legalized abortion in Ohio.  In Psalm 22, the psalmist confesses, “You … took me out of the womb; You made me trust while on my mother's breasts. I was cast upon You from birth. from my mother's womb You have been my God.”  Older Americans more likely to have Biblical worldview George Barna's 2025 American Worldview Inventory report has been released and he concludes that only 1% of adults under 30 have a Biblical worldview. That compares with 5% for adults over 50, and 8% for adults over 65. Also, 69% of young Gen Z Americans believe abortion is morally acceptable. That's up from 60% for the Gen X and Boomer generations. Then, 73% of Gen Zers agree that sex outside of marriage is okay.  That's up from 59% with the Boomer Generation.  Fifth Circuit deems Louisiana Ten Commandments law unconstitutional The 5th U.S. Circuit Court of Appeals overturned Louisiana's law requiring the posting of The Ten Commandments in public schools, reports Courthouse News Service. The Louisiana law required schools which receive public funding to post a framed copy of The 10 Commandments in the classrooms. Observatory identified and photographed 10 million galaxies The Rubin Observatory, located in South America's Andes Mountain, has completed its first 10 hours of operation and identified 2,104 new asteroids never seen before, and photographed 10 million galaxies, reports the BBC. The observatory features a 28-foot telescope and an ultra-wide, ultra-high definition camera.  Sperm donor passed cancer gene to 67 children In other science news, a sperm donor in Europe has passed a cancer gene on to 67 children. Already, at least ten of the children have signs of cancer, all of them born between 2008 and 2015. The case was discussed at the annual conference of the European Society of Human Genetics. Dr. Edwige Kasper, a specialist in genetic predisposition to cancer at the Rouen University Hospital in Rouen, France, said, “The variant would have been practically undetectable in 2008 when the individual started to donate sperm.” U.S. housing prices spike Housing prices in the U.S. are still reaching record highs. The median price of homes sold last month was $423,000, up 1.3% from May of 2024. 7 Worldview listeners gave $2,828.30  to fund our annual budget And finally, toward our final $123,500 goal by Monday, June 30th to fully fund The Worldview annual budget for our 6-member team, 7 listeners stepped up to the plate. Our thanks to Nathan in Cleveland, Tennessee who gave $25, N.B. in Ripon, North Yorkshire, England who gave $30, and Logan and Bianca in Manzini, Eswatini, Africa who gave $70. And we're grateful to God for Gloria in  Westminster, Colorado who gave $103.30, Payton in Georgetown, Texas who pledged $50/month for 12 months for a gift of $600, Amy in Eldorado, Wisconsin who gave $1,000, and Pamela in Sierra Madre, California who also gave $1,000. Those 7 Worldview listeners gave a total of $2,828.30. Ready for our new grand total? Drum roll please.  (Drum roll sound effect) $65,401.55 (People clapping and cheering sound effect)  Still need to raise $58,098.45!  Looking for 9 Super Donors! That means by this coming Monday, June 30th, we need to raise a whopping $58,098.45 in just 7 days.  Oh my!  I've got butterflies in my stomach. Is there 1 businessperson who could donate $10,000?  3 businesspeople who could give $5,000?  5 businesspeople who could contribute $2,500? If so, those donations would total $37,500. Then we would need another 8 people to pledge $100/month for 12 months for a gift of $1,200.  And another 16 people to pledge $50/month for 12 months for a gift of $600? Please, go to TheWorldview.com and click on Give on the top right.  If you want to make it a monthly pledge, click on the recurring tab. If everybody does something – no matter how big or small – we will knock this relatively modest budget out of the park. Attention donors from this year: Send email urging others to donate! Lastly, I would love to feature a 2-3 sentence email from those who have already given this year, whose names I will not cite, with your encouragement for your fellow listeners to consider a last minute gift.  Just include your city and state send it to Adam@TheWorldview.com Speak from your heart about why you gave and why you would urge others to join you to fund The Worldview in 5 Minutes. Close And that's The Worldview on this Tuesday, June 24th, in the year of our Lord 2025.  Follow us on X or subscribe for free by Spotify, Amazon Music, or by iTunes or email to our unique Christian newscast at www.TheWorldview.com.  Plus, you can get the Generations app through Google Play or The App Store. I'm Adam McManus (Adam@TheWorldview.com). Seize the day for Jesus Christ.

CruxCasts
Metals Exploration (LSE:MTL) - Self-Funded Nicaragua Gold Mine Targets 140K Oz Start in Q4 2026

CruxCasts

Play Episode Listen Later Jun 24, 2025 22:46


Interview with Darren Bowden, CEO, Metals ExplorationOur previous interview: https://www.cruxinvestor.com/posts/metals-exploration-lsemtl-gold-producer-targets-500m-annual-cash-flow-by-2028-6846Recording date: 18th June, 2025Metals Exploration is executing a strategic transformation from a single-asset gold producer to a diversified mining company operating across the Philippines and Nicaragua. The company's Runruno mine in the Philippines currently generates $96 million in annual free cash flow while producing 70,000-80,000 ounces of gold, providing the financial foundation for aggressive expansion plans.The centerpiece of this growth strategy is the January 2025 acquisition of Condor Gold in Nicaragua, where Metals Exploration is rapidly constructing a new gold mine targeting 140,000 ounces annually by Q4 2026. Unlike previous development attempts constrained by external financing requirements, the company is using internal cash flows to optimize mine design, targeting 1.4 million tons annually compared to Condor's original 880,000-ton plan.CEO Darren Bowden brings 17 years of South American mining experience, positioning the company to navigate challenging jurisdictions where political risk perception creates entry barriers for competitors. The team has quickly established credibility in Nicaragua, securing contracts with the country's four largest companies and demonstrating operational progress that previous management failed to achieve over 12 years.In the Philippines, Metals Exploration is advancing multiple opportunities to extend operations beyond Runruno's 2026 closure. The most immediate prospect involves a VMS deposit 20 kilometers away containing zinc, copper, and gold mineralization. The company plans to repurpose existing plant infrastructure with a $20 million investment, targeting $1 billion in annual revenue by 2028.The investment thesis centers on exceptional cash flow generation, production growth from 70,000 to 140,000+ ounces annually, and significant cost advantages in both jurisdictions. Operating debt-free with drilling costs approximately 75% below US levels, Metals Exploration maintains financial flexibility while advancing multiple development pathways.With gold prices above $3,500 providing substantial margins and the company's self-funded approach eliminating dilution risk, Metals Exploration represents a compelling growth story in underexplored, politically complex markets where operational expertise creates competitive advantages.Learn more: https://www.cruxinvestor.com/companies/metals-exploration-plcSign up for Crux Investor: https://cruxinvestor.com

CruxCasts
Highland Copper (TSXV: HI) - Fully Permitted US Copper Developer Targets 2026 Construction Decision

CruxCasts

Play Episode Listen Later Jun 24, 2025 35:48


Interview with Barry O'Shea, CEO, Highland CopperRecording date: 18th June, 2025Highland Copper Company emerges as one of the most compelling investment opportunities in the U.S. critical minerals sector, operating a fully permitted copper development project positioned to address America's growing strategic mineral shortage. Led by CEO Barry O'Shea, who brings 15 years of mining finance expertise including successful value creation at Fiore Gold, the company's Copperwood project in Michigan's Upper Peninsula represents a rare construction-ready copper mine in domestic U.S. markets.The project's economics demonstrate exceptional leverage to copper prices. At $4 per pound copper, Copperwood delivers $170 million NPV with 18% IRR, but at $5 copper, NPV jumps dramatically to $510 million—a 300% increase from just 25% higher copper prices. This sensitivity positions Highland Copper to benefit significantly from ongoing copper market tightness and the metal's critical role in electrification and defense applications.Highland Copper's competitive advantage extends beyond economics to its regulatory position. Unlike competitors facing years of permitting uncertainty, Copperwood holds all seven required Michigan state permits and operates on private land, eliminating federal NEPA process delays. This fully permitted status, combined with 22 formal government resolutions of support and a proposed $50 million state grant, creates unprecedented government backing for a private mining venture.The company's capital structure reflects institutional confidence, anchored by Orion Mine Finance's 28% equity stake, which provides both patient capital and a clear path to construction financing. With targeting a construction decision by first half 2026 and an 11-year initial mine life producing 30,000 tons of copper annually, Highland Copper addresses the urgent need for domestic copper production.As O'Shea emphasizes, "What the US needs now is projects that can be built and not ones that are sitting at first drill hole." This construction-ready status positions Highland Copper as a strategic play on America's industrial renaissance and energy security objectives, making it a standout opportunity in the critical minerals space.Learn more: https://www.cruxinvestor.com/companies/highland-copperSign up for Crux Investor: https://cruxinvestor.com

Reason and Theology Show – Reason and Theology
BREAKING: Iran is Bombing Qatar; Iran Uranium Missing After US Attack

Reason and Theology Show – Reason and Theology

Play Episode Listen Later Jun 23, 2025


BREAKING: Iran is Bombing Qatar; Iran Uranium Missing After US Attack

Reuters World News
Iran's options, uranium stockpiles and Trump on regime change

Reuters World News

Play Episode Listen Later Jun 23, 2025 13:06


Iran considers its options after U.S. strikes on three Iranian nuclear sites over the weekend. President Donald Trump raises the possibility of regime change in Tehran. Plus, the fate of Iran's stockpile of near weapons-grade uranium is unclear.  Recommended read: Tesla rolls out robotaxis in Texas test 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

CruxCasts
Pan Global Resources (TSXV:PGZ) - Major Gold Discovery Expands Spanish Copper Project Potential

CruxCasts

Play Episode Listen Later Jun 23, 2025 25:57


Interview with Tim Moody, President & CEO of Pan Global Resources Inc.Our previous interview: https://www.cruxinvestor.com/posts/pan-global-resources-tsxvpgz-advancing-towards-maiden-copper-resource-7130Recording date: 20th June 2025Pan Global Resources (TSXV:PGZ) has delivered impressive operational and market performance in 2025, with CEO Tim Moody reporting a 50% share price increase driven by significant exploration breakthroughs at the company's Spanish copper-gold projects. The Vancouver-based mining company has strategically positioned itself in Spain's prolific Iberian Pyrite Belt, where recent drilling results are reshaping investor perceptions of the portfolio's potential.The company's most notable achievement centers on the Cármenes project in northern Spain, where initial drilling at the Providencia target has uncovered previously unknown gold mineralization extending well beyond historical mining operations. The discovery includes impressive intersections of 46 meters at 1.1 grams per tonne gold, alongside high-grade copper-cobalt-nickel zones approaching 3% copper equivalent over 4-meter intervals."All three holes have hit gold, which wasn't known before, wasn't extracted before, but over quite wide intervals," Moody explained, emphasizing the unexpected nature of the discovery. The geological system appears to be extensive, with one intersection spanning 110 meters of consistent gold mineralization, indicating significant scale potential for future resource development.Pan Global has dramatically expanded its exploration opportunity through helicopter-borne geophysical surveys, identifying 20-30 additional targets across a 3-4 kilometer area around the initial discovery. This systematic approach has multiplied the company's prospects at minimal incremental cost, creating a robust pipeline for continued exploration.Meanwhile, the flagship Escacena copper project continues advancing toward a maiden resource estimate in the second half of next year. The project offers superior metallurgical characteristics compared to regional peers, with higher recoveries and concentrate grades translating to enhanced per-unit value.The company's strategic positioning has been further validated by the recent mining permit approval for neighboring Grupo Mexico's project, reinforcing Spain's supportive regulatory environment. With multiple near-term catalysts including drilling results expected within 6-8 weeks, Pan Global appears well-positioned to capitalize on favorable copper market fundamentals and European Union strategic mineral initiatives.View Pan Global Resources' company profile: https://www.cruxinvestor.com/companies/pan-global-resourcesSign up for Crux Investor: https://cruxinvestor.com

CruxCasts
Platinum Group Metals Explode Higher as Physical Demand Overwhelms Supply

CruxCasts

Play Episode Listen Later Jun 23, 2025 34:45


Recording date: 18th June, 2025 The platinum group metals (PGMs) sector is experiencing a significant rally driven by fundamental supply-demand imbalances and emerging physical demand from China. Since May 1st, platinum has surged 33% while palladium has gained 12.5%, marking a notable shift in markets that had been in deficit for years without corresponding price appreciation.According to investment firm Olive Resource Capital, both platinum and palladium have operated in substantial deficits exceeding 500,000 ounces annually since 2022-2023, representing approximately 5% of their respective markets. The global palladium market totals roughly 9 million ounces annually, while platinum demand reaches about 7 million ounces, making these concentrated markets particularly sensitive to supply-demand shifts.The current catalyst appears to be genuine physical demand from China, where investors are substituting PGMs for gold purchases, creating actual warehouse drawdowns rather than paper trading. This physical buying is removing metal from available supply, creating tangible market tightness. The substitution effect extends beyond investment to jewelry markets, where platinum's discount to gold attracts price-conscious consumers.Supply-side pressures are intensifying structural constraints. South Africa, which produces 56% of global platinum, faces ongoing mine rationalization as deep, labor-intensive operations struggle with profitability at recent price levels. Meanwhile, Russia, contributing 26% of palladium supply, has been liquidating inventory to fund military operations, creating near-term oversupply but longer-term supply concerns.Industrial demand remains robust despite electric vehicle growth. Hybrid vehicles actually require more PGM content than traditional engines due to thermal management needs, while broader industrial applications for emissions reduction continue expanding.The combination of persistent deficits, Chinese physical demand, South African supply rationalization, and stable industrial consumption has created conditions for sustained price appreciation. With only 18 months of above-ground platinum inventory and mine development timelines extending 7-10 years, supply response capabilities appear limited, potentially supporting a multi-year bull market in PGMs.Sign up for Crux Investor: https://cruxinvestor.com

Daily News Brief by TRT World

Uranium stockpile untouched after US strikes on nuclear sites: Iran "A senior adviser to Iran's Supreme Leader, Ali Khamenei, has said that the country's enriched uranium stockpile remains intact despite recent US air strikes on nuclear sites. Ali Shamkhani, a key figure in Iran's Supreme National Security Council, said the attacks failed to damage Iran's nuclear capabilities. “Even if nuclear sites are destroyed, the game isn't over. Enriched materials, indigenous knowledge, and political will remain,” he wrote on X." Trump seeks 'peace' deal with Tehran after Iran strikes: report "US President Donald Trump reportedly has no plans to continue military strikes against Iran and is instead pursuing a peace agreement, Axios reported, citing an unnamed American official. Trump informed Israeli Prime Minister Benjamin Netanyahu of the outcome following strikes on Iranian nuclear sites and expressed his preference for diplomacy. An Israeli official confirmed Washington's stance, saying, “the Americans made it clear to us they want to close this round,” according to the report." Israel continues to kill Palestinions in Gaza "Israeli forces have killed at least 31 more Palestinians and wounded dozens in Gaza, according to local medics. While global attention is focused on the Israel-Iran conflict, Tel Aviv continues its deadly war in Gaza. Meanwhile, Israel is also quietly intensifying its occupation of the West Bank." Türkiye, UN condemn deadly church attack in Damascus, call for unity against terrorism "Türkiye and the UN have condemned a deadly suicide bombing at Mar Elias Church in Damascus that killed at least 20 and wounded 52, calling for unity against terrorism. UN envoy Geir Pedersen urged a full investigation into the Daesh-claimed attack, which targeted worshippers during mass. Türkiye's Foreign Ministry denounced the assault as an attempt to destabilise Syria and disrupt social cohesion." Oil prices surge after Tehran mulls shutting Strait of Hormuz "Oil prices surge after US air strikes on Iranian nuclear sites raised fears of broader conflict and energy disruption. Brent crude and US West Texas Intermediate jumped over 4%, as tensions mount over the potential closure of the Strait of Hormuz, a vital oil corridor. Iran's parliament has approved closing the strait in response to US and Israeli attacks on Fordow, Natanz, and Isfahan."

Money On Tap
The Next Gold Rush, Uranium & Rare Earths

Money On Tap

Play Episode Listen Later Jun 21, 2025 56:01


Palisade Radio
Justin Huhn: The Uranium Market is in Completely Uncharted Bullish Territory

Palisade Radio

Play Episode Listen Later Jun 20, 2025 56:57


Tom welcomes back Justin Huhn for a in-depth discussion about the Uranium market and the potential risks if there's a nuclear weapon exchange in the conflict between Israel and Iran. They discusses how nuclear powers handle enrichment and how the Uranium fuel cycle operates. Justin sees potential for growth in the Uranium market due to an increase in SMR demand and global efforts towards sustainable energy sources. He also warns against a possible overbought situation in the short term but emphasizes the importance of watching the physical market dynamics and Sprott's activities to spot potential buying opportunities. Timestamps:00:00:00 - Introduction00:00:41 - Iran Conflict Concerns00:04:32 - Enrichment & Grades00:08:40 - Plutonium Details00:09:36 - Market Reaction & Risks00:13:16 - Uranium Supply & Demand00:22:10 - Project Approvals & Risk00:26:37 - Sprott Deal & Canacord00:34:08 - Sprott SPUT Holdings00:38:55 - Banks & Sentiment Shifts00:44:07 - Investor Hangover00:52:30 - Concluding Thoughts00:56:12 - Wrap Up Guest Links:Website: https://www.uraniuminsider.comNewsletter: https://www.uraniuminsider.com/newsletterX: https://x.com/UraniumInsider Justin is the Founder and Publisher of the Uranium Insider Pro Newsletter. Through the combination of rigorous fundamental analysis and Justin's thorough understanding of technical analysis, determinations are made for select companies to be included on Uranium Insider Pro's "Focus List," as well as the most opportune times for entry or exit. Justin is frequently asked to offer his commentary on various media forums, including Crux Investor, Smith Weekly, Palisades Gold Radio, Mining Stock Education, and Mining Stock Daily. He also regularly participates in the post-earnings commentary that is broadcast immediately after industry majors release quarterly earnings.

AMERICA OUT LOUD PODCAST NETWORK
Iran is signaling it wants to de-escalate

AMERICA OUT LOUD PODCAST NETWORK

Play Episode Listen Later Jun 18, 2025 58:00


The National Security Hour with Blanquita Cullum – “Operation Rising Lion” is trying to eliminate the nuclear sites/ threat posed by Iran. Fordow-Fordow Fuel Enrichment Plant — the largest site is mostly safe, as it is built deep within a mountain. Almost impenetrable, Fordow is enriched with 60% Uranium just below the level to make a nuclear bomb. Are bunker buster bombs on the horizon?

Squawk on the Street
Retail Sales Fall, Fed Day 1, and Live: OKLO CEO 6/17/25

Squawk on the Street

Play Episode Listen Later Jun 17, 2025 43:20


Stocks under pressure as investors watch developments out of Israel and Iran – along with a disappointing retail sales number, plus homebuilder sentiment coming in at its lowest level in years: Carl Quintanilla, Sara Eisen, and David Faber broke down the morning's headlines and data – and discussed the market implications alongside any Fed impact. Fidelity's Jurrien Timmer saying he sees opportunity here, arguing for a broader rally in the 2nd half of the year… And a similar story when it comes to CNBC's latest Fed Survey, with key details this hour.  Also in focus: the future of energy – and importance of energy independence. The CEO of nuclear energy company OKLO joined the team with shares inches from fresh highs – as solar stocks plummet on reports there could be a full phase-out of green energy credits by 2028… Plus: a deep-dive on the Uranium plays you should be watching here.  Squawk on the Street Disclaimer