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America’s next critical mineral opportunity? Antimony. While lithium and copper dominate headlines, antimony is rapidly emerging as one of the most strategically important minerals in the world—and NevGold is positioning to become a key domestic supplier. Used in: - Military munitions - Semiconductors & chips - Flame retardants -...

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BTV & CEO Clips

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26,497 просмотров • 3 месяцев назад •via X (Twitter)

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China owns Canada’s ONLY antimony mine. And shut it down. Antimony is in every bullet, every missile, every night-vision system. No army on earth can fight a day without it. China bought the Beaver Brook mine in Newfoundland for $29.5 million. Shuttered it in 2023. One year later, Beijing banned antimony exports to the US military. Prices went from $5,900/tonne to nearly $60,000. This mine could produce 5% of global supply. Instead it sits idle under Chinese state control, an hour from a Canadian military base designated for F-35s. The US launched a $10 billion critical minerals reserve. Signed 11 bilateral deals. Canada signed zero. Carney calls China a “strategic partner.” China is using our own resources as a weapon against the West.
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China owns Canada’s ONLY antimony mine. And shut it down. Antimony is in every bullet, every missile, every night-vision system. No army on earth can fight a day without it. China bought the Beaver Brook mine in Newfoundland for $29.5 million. Shuttered it in 2023. One year later, Beijing banned antimony exports to the US military. Prices went from $5,900/tonne to nearly $60,000. This mine could produce 5% of global supply. Instead it sits idle under Chinese state control, an hour from a Canadian military base designated for F-35s. The US launched a $10 billion critical minerals reserve. Signed 11 bilateral deals. Canada signed zero. Carney calls China a “strategic partner.” China is using our own resources as a weapon against the West.

🇨🇦 Antonio Tweets

428,037 просмотров • 4 месяцев назад

Let’s set the record straight. At U.S. Antimony $UAMY, we’re not pumpers or promoters — we’re producers, performers, and executors. When this leadership team took over two years ago, we made clear promises. Since then, we’ve delivered — building, producing, and executing every step of the way. If you disagree, leave the receipts in the comments. Seeing increasing short interest and misinformation across financial and media channels is disheartening. But make no mistake: the facts speak for themselves. ✅ UAMY is North America’s only permitted antimony smelter and producer of military-grade antimony metal. ✅ In October 2025, we began domestic mining operations at Stibnite Hill, Montana, with high-grade vein discoveries and truckloads of material already processed. We are the first and only company to mine antimony domestically in 40 years. ✅ We have a $245 million, five-year DLA contract to supply antimony ingot metal to replenish the U.S. National Defense Stockpile — something no “button-sized ingot promoter” can claim. ✅ Any conversations with China have had zero mention of antimony. Antimony is the queen on the chessboard and China will never supply it to us again. See my earlier posts. Recent statements suggesting “no existing U.S. production” or claims of being “the first” domestic producer are simply incorrect. This is a time for unification, mobilization, and re-industrialization — not division. If America and its allies truly seek critical mineral independence, then our financial, defense, industrial, and technology sectors must align and invest in one another to accelerate this transformation. At U.S. Antimony, we’ll keep doing what we do best: producing, performing, and progressing — for our shareholders, our partners, and our country. 🇺🇸
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Let’s set the record straight. At U.S. Antimony $UAMY, we’re not pumpers or promoters — we’re producers, performers, and executors. When this leadership team took over two years ago, we made clear promises. Since then, we’ve delivered — building, producing, and executing every step of the way. If you disagree, leave the receipts in the comments. Seeing increasing short interest and misinformation across financial and media channels is disheartening. But make no mistake: the facts speak for themselves. ✅ UAMY is North America’s only permitted antimony smelter and producer of military-grade antimony metal. ✅ In October 2025, we began domestic mining operations at Stibnite Hill, Montana, with high-grade vein discoveries and truckloads of material already processed. We are the first and only company to mine antimony domestically in 40 years. ✅ We have a $245 million, five-year DLA contract to supply antimony ingot metal to replenish the U.S. National Defense Stockpile — something no “button-sized ingot promoter” can claim. ✅ Any conversations with China have had zero mention of antimony. Antimony is the queen on the chessboard and China will never supply it to us again. See my earlier posts. Recent statements suggesting “no existing U.S. production” or claims of being “the first” domestic producer are simply incorrect. This is a time for unification, mobilization, and re-industrialization — not division. If America and its allies truly seek critical mineral independence, then our financial, defense, industrial, and technology sectors must align and invest in one another to accelerate this transformation. At U.S. Antimony, we’ll keep doing what we do best: producing, performing, and progressing — for our shareholders, our partners, and our country. 🇺🇸

United States Antimony Corporation NYSE: UAMY

28,406 просмотров • 10 месяцев назад

Only two mines in the world produce the critical mineral antimony. Both are owned by a Chinese state mining company. One of those mines is in Canada - now shuttered by Minmetals effectively giving China world control of this important military mineral. Now the Liberals are building a $700 million dollar road to another mine in the arctic also owned by Minmetals as reported by my colleague Gabriel Hardy Canada must take back control of our natural resources including minerals that are critical to our sovereignty.
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Only two mines in the world produce the critical mineral antimony. Both are owned by a Chinese state mining company. One of those mines is in Canada - now shuttered by Minmetals effectively giving China world control of this important military mineral. Now the Liberals are building a $700 million dollar road to another mine in the arctic also owned by Minmetals as reported by my colleague Gabriel Hardy Canada must take back control of our natural resources including minerals that are critical to our sovereignty.

Jeff Kibble CML

46,117 просмотров • 4 месяцев назад

The Critical Mineral You’re Overlooking 5E Advanced Materials is positioning itself around one of the most overlooked—but essential—materials: boron. Used in everything from electronics and energy to defense systems, boron is critical—yet most supply comes from overseas. Why it matters now: • Growing demand across multiple industries • U.S. push for domestic supply chains • Limited global production sources 5E’s approach: • Vertically integrated U.S. project • Fully permitted and advancing toward production • Focused on building a domestic boron supply A material most investors ignore— at the center of modern technology. Learn more:
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The Critical Mineral You’re Overlooking 5E Advanced Materials is positioning itself around one of the most overlooked—but essential—materials: boron. Used in everything from electronics and energy to defense systems, boron is critical—yet most supply comes from overseas. Why it matters now: • Growing demand across multiple industries • U.S. push for domestic supply chains • Limited global production sources 5E’s approach: • Vertically integrated U.S. project • Fully permitted and advancing toward production • Focused on building a domestic boron supply A material most investors ignore— at the center of modern technology. Learn more:

BTV & CEO Clips

48,481 просмотров • 4 месяцев назад

⚡ CRITICAL ELEMENTS LITHIUM CORPORATION: Powering Quebec’s Next Lithium Supply Hub | As seen on BTV - Business Television As global lithium demand accelerates, Quebec is emerging as a cornerstone of North America’s battery supply chain — and Critical Elements Lithium is positioned at the forefront. The company’s flagship Rose Lithium-Tantalum Project is one of the most advanced hard-rock lithium projects in North America. With key permits secured and detailed engineering well advanced, Rose is positioned to move quickly toward construction once a final investment decision is made. Strategically located with year-round road access and nearby connection to Hydro-Québec — one of the cleanest and lowest-cost power grids globally — the project is designed to deliver responsible, low-carbon lithium supply to EV and energy storage markets. Investor decision factors - Final investment decision to be taken on Rose once project financing is in place - Key permits secured - Access to low-carbon Hydro-Québec power - Conditional Government and institutional financing support With global lithium demand projected to grow from approximately 1.2 million tonnes to nearly 3 million tonnes by 2030, management believes new supply will be critical — and Rose is positioned to be part of that solution. Learn more:
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⚡ CRITICAL ELEMENTS LITHIUM CORPORATION: Powering Quebec’s Next Lithium Supply Hub | As seen on BTV - Business Television As global lithium demand accelerates, Quebec is emerging as a cornerstone of North America’s battery supply chain — and Critical Elements Lithium is positioned at the forefront. The company’s flagship Rose Lithium-Tantalum Project is one of the most advanced hard-rock lithium projects in North America. With key permits secured and detailed engineering well advanced, Rose is positioned to move quickly toward construction once a final investment decision is made. Strategically located with year-round road access and nearby connection to Hydro-Québec — one of the cleanest and lowest-cost power grids globally — the project is designed to deliver responsible, low-carbon lithium supply to EV and energy storage markets. Investor decision factors - Final investment decision to be taken on Rose once project financing is in place - Key permits secured - Access to low-carbon Hydro-Québec power - Conditional Government and institutional financing support With global lithium demand projected to grow from approximately 1.2 million tonnes to nearly 3 million tonnes by 2030, management believes new supply will be critical — and Rose is positioned to be part of that solution. Learn more:

BTV & CEO Clips

446,810 просмотров • 6 месяцев назад

Canada may be entering a new resource supercycle. The global push toward electrification is creating massive demand for the materials and energy sources Canada already possesses. Lithium. Copper. Graphite. Cobalt. LNG. Nuclear. Canada has them all. As countries race to secure critical minerals and energy supply, Canada is increasingly positioned as a key supplier to the global economy. But it’s bigger than mining alone. The opportunity spans: - Critical mineral development & processing - LNG and domestic energy production - Renewable energy infrastructure - Nuclear & grid expansion - Large-scale industrial investment The shift toward electrification isn’t slowing down. And according to Lance Mortlock, EY Canada Managing Partner, Industrials & Energy, Canada could be moving into a “build economy” — one designed to attract long-term capital and industrial growth. Watch the full interview on BTV. Learn More:
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Canada may be entering a new resource supercycle. The global push toward electrification is creating massive demand for the materials and energy sources Canada already possesses. Lithium. Copper. Graphite. Cobalt. LNG. Nuclear. Canada has them all. As countries race to secure critical minerals and energy supply, Canada is increasingly positioned as a key supplier to the global economy. But it’s bigger than mining alone. The opportunity spans: - Critical mineral development & processing - LNG and domestic energy production - Renewable energy infrastructure - Nuclear & grid expansion - Large-scale industrial investment The shift toward electrification isn’t slowing down. And according to Lance Mortlock, EY Canada Managing Partner, Industrials & Energy, Canada could be moving into a “build economy” — one designed to attract long-term capital and industrial growth. Watch the full interview on BTV. Learn More:

BTV & CEO Clips

64,788 просмотров • 3 месяцев назад

⚔️ The Silent War for Critical Minerals A silent war is currently playing out on a global scale—not with weapons, but for the control of critical minerals. 🌍💎 To counter China’s dominance, securing the supply of raw materials like copper is no longer just an industrial issue: it has become an absolute national security imperative for the United States. 🇺🇸🛡️ Today, copper is the true backbone of this fight, indispensable for powering: 🪖 The U.S. military's advanced defense systems. 🤖 Next-generation AI data centers. ⚡ The entire national energy grid. 🏗️ 🏛️ The Strategic Response: Project Vault Recognizing this strategic urgency, President Trump has made this a top priority. His administration recently launched "Project Vault," a historic $12 billion strategic minerals reserve designed to stockpile essential resources. 💰🔒📦 The goal of this "America First" policy is clear: 🗽 Secure America’s mineral independence. 🥊 Counter Chinese global influence. 📈 Fast-track domestic production by backing strategic American projects. 🦅 Here is how this geopolitical battle is reshaping the market and creating an unprecedented opportunity: 🚀📈🔥
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⚔️ The Silent War for Critical Minerals A silent war is currently playing out on a global scale—not with weapons, but for the control of critical minerals. 🌍💎 To counter China’s dominance, securing the supply of raw materials like copper is no longer just an industrial issue: it has become an absolute national security imperative for the United States. 🇺🇸🛡️ Today, copper is the true backbone of this fight, indispensable for powering: 🪖 The U.S. military's advanced defense systems. 🤖 Next-generation AI data centers. ⚡ The entire national energy grid. 🏗️ 🏛️ The Strategic Response: Project Vault Recognizing this strategic urgency, President Trump has made this a top priority. His administration recently launched "Project Vault," a historic $12 billion strategic minerals reserve designed to stockpile essential resources. 💰🔒📦 The goal of this "America First" policy is clear: 🗽 Secure America’s mineral independence. 🥊 Counter Chinese global influence. 📈 Fast-track domestic production by backing strategic American projects. 🦅 Here is how this geopolitical battle is reshaping the market and creating an unprecedented opportunity: 🚀📈🔥

Trump Fact News 🇺🇸

84,104 просмотров • 4 месяцев назад

Rebuilding America’s Iron Supply Starts Now 🇺🇸 The global shift toward domestic supply chains is accelerating—and iron is at the center of it. North American Iron is advancing a project designed to reduce U.S. reliance on imported pig iron by reclaiming Minnesota’s historic iron ore reserves. Why it matters: • U.S. demand: ~13M tons of pig iron • Imports: ~4–5M tons annually • Domestic solution: 2M tons/year targeted production This isn’t just about strategic resources — it’s about national security, industrial capacity, and supply chain independence. With permitting underway (target: 2026) and production aimed for 2029, North American Iron is positioning itself to become the first U.S.-based merchant pig iron producer. A legacy resource. A modern critical need. A supply gap ready to be filled. Watch the full feature:
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Rebuilding America’s Iron Supply Starts Now 🇺🇸 The global shift toward domestic supply chains is accelerating—and iron is at the center of it. North American Iron is advancing a project designed to reduce U.S. reliance on imported pig iron by reclaiming Minnesota’s historic iron ore reserves. Why it matters: • U.S. demand: ~13M tons of pig iron • Imports: ~4–5M tons annually • Domestic solution: 2M tons/year targeted production This isn’t just about strategic resources — it’s about national security, industrial capacity, and supply chain independence. With permitting underway (target: 2026) and production aimed for 2029, North American Iron is positioning itself to become the first U.S.-based merchant pig iron producer. A legacy resource. A modern critical need. A supply gap ready to be filled. Watch the full feature:

BTV & CEO Clips

43,429 просмотров • 3 месяцев назад

America imports 100% of its natural graphite. Titan Mining is changing that as the first end-to-end natural flake graphite producer in the U.S. in 70+ years. As America accelerates efforts to secure domestic supply chains for critical minerals, Titan Mining Corporation is changing that as the first end-to-end natural flake graphite producer in the U.S. in 70+ years. Fourth-largest zinc producer in the United States. Expanding into graphite and germanium. With operations in upstate New York, Titan is building a critical minerals hub focused on materials essential to: - Defense & communications systems - Batteries & energy storage - AI & semiconductors Now scaling toward: • ~40,000 tonnes of graphite production capacity • Supplying ~50% of U.S. domestic graphite demand • Recovering germanium from existing zinc streams • Advancing projects backed by U.S. government support Critical minerals are no longer just commodities - they’re strategic assets. Watch the full feature on BTV. Learn More:
2:10

America imports 100% of its natural graphite. Titan Mining is changing that as the first end-to-end natural flake graphite producer in the U.S. in 70+ years. As America accelerates efforts to secure domestic supply chains for critical minerals, Titan Mining Corporation is changing that as the first end-to-end natural flake graphite producer in the U.S. in 70+ years. Fourth-largest zinc producer in the United States. Expanding into graphite and germanium. With operations in upstate New York, Titan is building a critical minerals hub focused on materials essential to: - Defense & communications systems - Batteries & energy storage - AI & semiconductors Now scaling toward: • ~40,000 tonnes of graphite production capacity • Supplying ~50% of U.S. domestic graphite demand • Recovering germanium from existing zinc streams • Advancing projects backed by U.S. government support Critical minerals are no longer just commodities - they’re strategic assets. Watch the full feature on BTV. Learn More:

BTV & CEO Clips

51,491 просмотров • 3 месяцев назад

🚨BREAKING: COPPER IS BACK IN THE SPOTLIGHT Canada–US trade talks are now including critical minerals, right as copper demand is projected to jump from 28.3Mt in 2025 to 42.4Mt by 2040. The potential supply gap? ~10.1Mt a year. And bringing a new mine online can take ~17 years Three names I want exposure to here: $FCX, $TECK and $NRED FCX for scale, TECK for Canadian production, and NRED for the earlier-stage opportunity at Wilmac - ~16,078 hectares with multiple potential porphyry targets Copper is becoming strategic. I don’t think this trade is anywhere close to finished
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🚨BREAKING: COPPER IS BACK IN THE SPOTLIGHT Canada–US trade talks are now including critical minerals, right as copper demand is projected to jump from 28.3Mt in 2025 to 42.4Mt by 2040. The potential supply gap? ~10.1Mt a year. And bringing a new mine online can take ~17 years Three names I want exposure to here: $FCX, $TECK and $NRED FCX for scale, TECK for Canadian production, and NRED for the earlier-stage opportunity at Wilmac - ~16,078 hectares with multiple potential porphyry targets Copper is becoming strategic. I don’t think this trade is anywhere close to finished

TradePulse

13,877 просмотров • 19 дней назад

This is huge for the commodity sector US minerals and supply chain czar David Copley on the US plans to regain independence: - Mining will get a lot of attention from governments around the world - Mining is a priority area for US national development - Critical minerals in the US are priority no. 1 - The US will continue stockpiling minerals - The US wants to increase profitability in the rare earth space - Over the next few years, the US is going to invest 100s of B in the mining sector - The US wants a roadmap for every mineral vital to its economy This is a game changer for the industry, especially with regard to rare earths. Rare earths aren’t rare, but their mining and processing are very environmentally damaging. Western companies with ESG mandates can’t compete with Chinese counterparts, which don’t face these regulations and also enjoy state subsidies. The result was absolute dominance. China’s subsidized low prices forced Western companies out of business and increased China’s market share to up to 97% of rare earth processing and ~60% of rare earth mining. In the future, I wouldn’t be surprised if there are two pricing schemes for critical minerals: one for China/BRICS and one for the West. This race to regain critical minerals independence will lead to more supply shocks and subsequent price spikes.... creating a once-in-a-lifetime opportunity in the commodity space. The era of commodities is about to begin
4:45

This is huge for the commodity sector US minerals and supply chain czar David Copley on the US plans to regain independence: - Mining will get a lot of attention from governments around the world - Mining is a priority area for US national development - Critical minerals in the US are priority no. 1 - The US will continue stockpiling minerals - The US wants to increase profitability in the rare earth space - Over the next few years, the US is going to invest 100s of B in the mining sector - The US wants a roadmap for every mineral vital to its economy This is a game changer for the industry, especially with regard to rare earths. Rare earths aren’t rare, but their mining and processing are very environmentally damaging. Western companies with ESG mandates can’t compete with Chinese counterparts, which don’t face these regulations and also enjoy state subsidies. The result was absolute dominance. China’s subsidized low prices forced Western companies out of business and increased China’s market share to up to 97% of rare earth processing and ~60% of rare earth mining. In the future, I wouldn’t be surprised if there are two pricing schemes for critical minerals: one for China/BRICS and one for the West. This race to regain critical minerals independence will lead to more supply shocks and subsequent price spikes.... creating a once-in-a-lifetime opportunity in the commodity space. The era of commodities is about to begin

Lukas Ekwueme

33,756 просмотров • 7 месяцев назад

⚙️Cascadia Minerals Ltd: Advancing One of Yukon’s Rarest High-Grade Copper Assets | As Seen on BNN Bloomberg Cascadia Minerals is gaining serious momentum in the Yukon. With its acquisition of Granite Creek Copper and the advanced stage Carmacks Copper-Gold Project, the company now controls one of the few high-grade, road-accessible copper-gold deposits in North America. - Carmacks hosts strong copper-gold grades, existing infrastructure, and a 177 km² land package with multiple untested targets — offering significant room for growth. - With copper supply tightening and high-quality projects in friendly jurisdictions at a premium, Cascadia sees strong potential for a near-term re-rate. - Cascadia recently completed ~4,000 metres of drilling as it works toward doubling the current resource, backed by low exploration costs and rising global copper demand. - Hole CD-25-033 returned 26.33 m of 1.52% Copper and 0.42 g/t Gold, 10 of the 11 2025 holes hit copper mineralization with 8 more holes to be released. Learn more:
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⚙️Cascadia Minerals Ltd: Advancing One of Yukon’s Rarest High-Grade Copper Assets | As Seen on BNN Bloomberg Cascadia Minerals is gaining serious momentum in the Yukon. With its acquisition of Granite Creek Copper and the advanced stage Carmacks Copper-Gold Project, the company now controls one of the few high-grade, road-accessible copper-gold deposits in North America. - Carmacks hosts strong copper-gold grades, existing infrastructure, and a 177 km² land package with multiple untested targets — offering significant room for growth. - With copper supply tightening and high-quality projects in friendly jurisdictions at a premium, Cascadia sees strong potential for a near-term re-rate. - Cascadia recently completed ~4,000 metres of drilling as it works toward doubling the current resource, backed by low exploration costs and rising global copper demand. - Hole CD-25-033 returned 26.33 m of 1.52% Copper and 0.42 g/t Gold, 10 of the 11 2025 holes hit copper mineralization with 8 more holes to be released. Learn more:

BTV & CEO Clips

462,982 просмотров • 9 месяцев назад

Kristi L. Noem is joining NovaRed Mining - as a strategic adviser, and OMG, this is a major headline for the critical-minerals space. Her resume is stacked: farmer, rancher, business owner, South Dakota state lawmaker, U.S. Congresswoman, 33rd Governor of South Dakota, 8th U.S. Secretary of Homeland Security, and now U.S. Special Envoy for the Shield of the Americas. That means decades of experience across agriculture, energy, infrastructure, economic development, public policy, emergency management, transportation security, and national security. Why is this powerful for NRED? Because NovaRed is focused on copper-gold exploration in British Columbia, and copper is becoming a strategic material for the U.S., Canada, and allied nations. Copper powers electric grids, AI data centers, defense systems, transportation, advanced manufacturing, and the infrastructure behind modern economies. In a world where secure supply chains matter more than ever, NovaRed’s copper story connects directly to national security, energy security, and North American resource independence. NovaRed Mining: exploration, AI-enhanced technology, copper, and critical-minerals security. Not investment advice. Personal advisory capacity only. No government endorsement.
1:17

Kristi L. Noem is joining NovaRed Mining - as a strategic adviser, and OMG, this is a major headline for the critical-minerals space. Her resume is stacked: farmer, rancher, business owner, South Dakota state lawmaker, U.S. Congresswoman, 33rd Governor of South Dakota, 8th U.S. Secretary of Homeland Security, and now U.S. Special Envoy for the Shield of the Americas. That means decades of experience across agriculture, energy, infrastructure, economic development, public policy, emergency management, transportation security, and national security. Why is this powerful for NRED? Because NovaRed is focused on copper-gold exploration in British Columbia, and copper is becoming a strategic material for the U.S., Canada, and allied nations. Copper powers electric grids, AI data centers, defense systems, transportation, advanced manufacturing, and the infrastructure behind modern economies. In a world where secure supply chains matter more than ever, NovaRed’s copper story connects directly to national security, energy security, and North American resource independence. NovaRed Mining: exploration, AI-enhanced technology, copper, and critical-minerals security. Not investment advice. Personal advisory capacity only. No government endorsement.

Victor Renard

62,593,501 просмотров • 2 месяцев назад

While gold dominates the headlines, our largest shareholder, Frank Giustra, believes one of the biggest investment opportunities may be unfolding in copper. After 45 years financing and building mining companies, Frank argues the world is facing a structural copper supply deficit. In his latest interview with Kitco NEWS, Frank discusses: - Why copper demand continues to accelerate - The supply gap the market still isn’t pricing in - How AI and data centres are becoming major copper consumers - The long-term implications for copper producers and developers - Why critical minerals are becoming increasingly strategic For investors focused on the next major commodity cycle, this is an interview worth watching: $CGNT.V $LBCMF
0:36

While gold dominates the headlines, our largest shareholder, Frank Giustra, believes one of the biggest investment opportunities may be unfolding in copper. After 45 years financing and building mining companies, Frank argues the world is facing a structural copper supply deficit. In his latest interview with Kitco NEWS, Frank discusses: - Why copper demand continues to accelerate - The supply gap the market still isn’t pricing in - How AI and data centres are becoming major copper consumers - The long-term implications for copper producers and developers - Why critical minerals are becoming increasingly strategic For investors focused on the next major commodity cycle, this is an interview worth watching: $CGNT.V $LBCMF

Copper Giant

13,112 просмотров • 2 месяцев назад

GOLD TELEGRAPH CONVERSATION 12: SEAN BOYD “World economies and financial systems aren’t on a solid footing… smart money understands that and has moved more smartly towards gold.” Join me for a timely conversation with the former CEO and current Chair of Agnico Eagle Mines, one of the world’s leading gold producers, as we explore why gold is breaking out across currencies, why critical minerals are now strategic, and why Canada’s mining moment has arrived. Sean has spent decades building one of the highest-quality businesses in global mining, grounded in discipline, jurisdictional strength, and a deep belief that optionality becomes strategic in supply-constrained times. In this discussion, Sean explains why gold has evolved from a trading instrument into a must-have investment vehicle, why the real bottleneck in critical minerals is processing capacity, and why Canada needs coordination, speed, and conviction to compete. Thank you for joining me again, Sean. I hope you all enjoy. TIMESTAMPS: (0:56) – Gold as a signal of structural change: what is the market finally pricing in? (3:01) – Physical vs paper: is participation changing how gold is priced? (5:01) – East vs West gold accumulation and a shifting monetary order (6:47) – Gold as a sovereign asset: planning for a structural bull market (9:57) – Beyond gold: which critical minerals can Canada lead in? (12:58) – How real is the looming copper supply deficit? (15:03) – Stockpiling, export controls, and the rise of resource nationalism (16:56) – Is Canada doing enough to turn geology into supply? (20:23) – Why a jurisdiction-first strategy built a world-class miner (24:03) – Consolidation in Canadian mining (26:25) – Optionality becomes strategic in a supply-constrained world (28:43) – Agnico’s long-term vision for Nunavut (32:28) – Mining, macro, and Arctic sovereignty (36:17) – Sovereign debt, inflation, and gold’s long-term signal (39:50) – Central banks, QE, and the flight to real assets (43:29) – Interest rate volatility and the new reality of mine financing (50:31) – What macro indicator matters most right now? (52:41) – If Canada fixed one thing to accelerate mining, what would it be? (55:42) – Permitting: protecting communities while enabling projects (59:50) – The global race for critical minerals and Canada’s window (1:03:32) – Does Canada need a national mining strategy? (1:06:59) – A million dollars in gold: The Canada-wide treasure hunt (1:10:32) – Leadership lessons for the next generation of miners
1:14:07

GOLD TELEGRAPH CONVERSATION 12: SEAN BOYD “World economies and financial systems aren’t on a solid footing… smart money understands that and has moved more smartly towards gold.” Join me for a timely conversation with the former CEO and current Chair of Agnico Eagle Mines, one of the world’s leading gold producers, as we explore why gold is breaking out across currencies, why critical minerals are now strategic, and why Canada’s mining moment has arrived. Sean has spent decades building one of the highest-quality businesses in global mining, grounded in discipline, jurisdictional strength, and a deep belief that optionality becomes strategic in supply-constrained times. In this discussion, Sean explains why gold has evolved from a trading instrument into a must-have investment vehicle, why the real bottleneck in critical minerals is processing capacity, and why Canada needs coordination, speed, and conviction to compete. Thank you for joining me again, Sean. I hope you all enjoy. TIMESTAMPS: (0:56) – Gold as a signal of structural change: what is the market finally pricing in? (3:01) – Physical vs paper: is participation changing how gold is priced? (5:01) – East vs West gold accumulation and a shifting monetary order (6:47) – Gold as a sovereign asset: planning for a structural bull market (9:57) – Beyond gold: which critical minerals can Canada lead in? (12:58) – How real is the looming copper supply deficit? (15:03) – Stockpiling, export controls, and the rise of resource nationalism (16:56) – Is Canada doing enough to turn geology into supply? (20:23) – Why a jurisdiction-first strategy built a world-class miner (24:03) – Consolidation in Canadian mining (26:25) – Optionality becomes strategic in a supply-constrained world (28:43) – Agnico’s long-term vision for Nunavut (32:28) – Mining, macro, and Arctic sovereignty (36:17) – Sovereign debt, inflation, and gold’s long-term signal (39:50) – Central banks, QE, and the flight to real assets (43:29) – Interest rate volatility and the new reality of mine financing (50:31) – What macro indicator matters most right now? (52:41) – If Canada fixed one thing to accelerate mining, what would it be? (55:42) – Permitting: protecting communities while enabling projects (59:50) – The global race for critical minerals and Canada’s window (1:03:32) – Does Canada need a national mining strategy? (1:06:59) – A million dollars in gold: The Canada-wide treasure hunt (1:10:32) – Leadership lessons for the next generation of miners

Gold Telegraph ⚡

828,167 просмотров • 8 месяцев назад

President Donald J. Trump has officially announced Project Vault – a strategic U.S. stockpile of critical minerals. And since silver is now classified as a critical mineral – the precious metal could be а part of it. Project Vault can include any material classified as “critical” by the U.S. Geological Survey, a White House official told CNBC today. Months ago, Rob McEwen , Chairman & Chief Owner of McEwen Inc., said this was coming. In this clip, he explains why the U.S. had to move as China raced ahead securing copper, silver, and other critical resources. And even automakers began hiring geologists to lock up long-term supply. This is why you follow The Real Story with Michelle Makori and Miles Franklin Precious Metals – to see the shifts before they make headlines. Stay ahead of the curve. Watch the full interview here:
1:22

President Donald J. Trump has officially announced Project Vault – a strategic U.S. stockpile of critical minerals. And since silver is now classified as a critical mineral – the precious metal could be а part of it. Project Vault can include any material classified as “critical” by the U.S. Geological Survey, a White House official told CNBC today. Months ago, Rob McEwen , Chairman & Chief Owner of McEwen Inc., said this was coming. In this clip, he explains why the U.S. had to move as China raced ahead securing copper, silver, and other critical resources. And even automakers began hiring geologists to lock up long-term supply. This is why you follow The Real Story with Michelle Makori and Miles Franklin Precious Metals – to see the shifts before they make headlines. Stay ahead of the curve. Watch the full interview here:

Miles Franklin Precious Metals

15,585 просмотров • 6 месяцев назад

🏭 REINDUSTRIALIZATION & COMMODITIES: THE NEW AMERICAN GRAND STRATEGY A tectonic shift is underway. The U.S. is no longer claiming global leadership—it's retreating to its own hemisphere. Here’s what this means for the future of power, commodities, and industry: THE GRAND STRATEGY: “WESTERN HEMISPHERE” IS THE NEW KEY PHRASE 🇺🇸 Official U.S. strategy documents now consistently refer to the “Western Hemisphere,” not the world. ➡️ This is a strategic admission: global dominance is unsustainable. The focus is now on a geographically defined sphere of control. ⚠️ The new National Security Strategy (NSS) is blunt: military strength is built on economic and industrial capacity. Without a strong production base, there is no military might. REINDUSTRIALIZATION = NATIONAL SECURITY ✅ The NSS declares reindustrialization the top national priority. ➡️ It calls for national mobilization, scaling arms production, reshoring critical supply chains, and preparing for a long-term systemic competition with China. 🛡️ The bedrock of American power is no longer the aircraft carrier—it’s the factory floor, the mine, and the semiconductor fab. 🔗 This is a return to a resource-based and production-centric view of power. HEMISPHERIC DOMINANCE: THE “DONROE DOCTRINE” IN ACTION ✅ A modern, hardened version of the 1823 Monroe Doctrine is now U.S. policy. ➡️ The hemisphere is to be stabilized, controlled, and shielded from external powers. It will serve as the exclusive U.S. production space, resource zone, and security perimeter. 🇻🇪 The Venezuela operation was the clearest signal: absolute U.S. control in its backyard is non-negotiable. 🗺️ This means securing critical minerals, energy, and supply chains from Alaska to Argentina. THE IMPLICATIONS FOR COMMODITY INVESTORS ➡️For commodity investors, this is a historic re-rating event. ➡️Capital will flood towards miners and developers that provide the secure, strategic supply that this new era of hemispheric competition desperately requires. ➡️Reindustrialization and hemispheric security require physical stuff. This mandates a multi-decade boom in demand for both energy commodities (oil, gas, uranium) and industrial & critical minerals (copper, nickel, silver, rare earths ecc.) Current personal portfolio for this commodity supercycle: (No investment advice - DYODD) Silver: $HL $EXK $AG $SCZ $AGMR $SSV $GSVR $ABRA $AAG $MGG $KTN $EQTY Gold: $TUD $GWM $PEX (Copper) Platinum/Gold/Lithium: $SBSW Nickel/Copper/Cobalt/PGE/Rhodium: $PGE.V Lithium: $BRW Uranium/REE: $UUUU Graphene: $HGRAF
1:19

🏭 REINDUSTRIALIZATION & COMMODITIES: THE NEW AMERICAN GRAND STRATEGY A tectonic shift is underway. The U.S. is no longer claiming global leadership—it's retreating to its own hemisphere. Here’s what this means for the future of power, commodities, and industry: THE GRAND STRATEGY: “WESTERN HEMISPHERE” IS THE NEW KEY PHRASE 🇺🇸 Official U.S. strategy documents now consistently refer to the “Western Hemisphere,” not the world. ➡️ This is a strategic admission: global dominance is unsustainable. The focus is now on a geographically defined sphere of control. ⚠️ The new National Security Strategy (NSS) is blunt: military strength is built on economic and industrial capacity. Without a strong production base, there is no military might. REINDUSTRIALIZATION = NATIONAL SECURITY ✅ The NSS declares reindustrialization the top national priority. ➡️ It calls for national mobilization, scaling arms production, reshoring critical supply chains, and preparing for a long-term systemic competition with China. 🛡️ The bedrock of American power is no longer the aircraft carrier—it’s the factory floor, the mine, and the semiconductor fab. 🔗 This is a return to a resource-based and production-centric view of power. HEMISPHERIC DOMINANCE: THE “DONROE DOCTRINE” IN ACTION ✅ A modern, hardened version of the 1823 Monroe Doctrine is now U.S. policy. ➡️ The hemisphere is to be stabilized, controlled, and shielded from external powers. It will serve as the exclusive U.S. production space, resource zone, and security perimeter. 🇻🇪 The Venezuela operation was the clearest signal: absolute U.S. control in its backyard is non-negotiable. 🗺️ This means securing critical minerals, energy, and supply chains from Alaska to Argentina. THE IMPLICATIONS FOR COMMODITY INVESTORS ➡️For commodity investors, this is a historic re-rating event. ➡️Capital will flood towards miners and developers that provide the secure, strategic supply that this new era of hemispheric competition desperately requires. ➡️Reindustrialization and hemispheric security require physical stuff. This mandates a multi-decade boom in demand for both energy commodities (oil, gas, uranium) and industrial & critical minerals (copper, nickel, silver, rare earths ecc.) Current personal portfolio for this commodity supercycle: (No investment advice - DYODD) Silver: $HL $EXK $AG $SCZ $AGMR $SSV $GSVR $ABRA $AAG $MGG $KTN $EQTY Gold: $TUD $GWM $PEX (Copper) Platinum/Gold/Lithium: $SBSW Nickel/Copper/Cobalt/PGE/Rhodium: $PGE.V Lithium: $BRW Uranium/REE: $UUUU Graphene: $HGRAF

Mark

20,616 просмотров • 7 месяцев назад

Sam Riggall, CEO of Sunrise Energy Metals appeared on Bloomberg TV Monday, June 15, to discuss our Syerston Scandium Project and G7 countries’ plans to reduce their dependence on China for critical metals…One could benefit by listening carefully to his conversation… Sunrise’s Syerston Scandium Project is the largest and highest-grade deposit of scandium in the world. As G7 countries seek to reduce Chinese supply for rare earths like scandium to a maximum of 60%, Sunrise will serve as an alternative, given that China currently produces approximately 85% of global supply. Sunrise’s deposit holds over 32,000 tonnes of contained scandium in mineral resources: enough to meet global scandium demand for many decades to come. Scandium’s absolutely critical applications are numerous and significant: both in defense (where it is primarily used as a lightweight yet incredibly strong alloy in military and space applications) and for thousands of civilian applications (such as Radio Frequency filtering chips to enable 5G and 6G wireless, and Solid Oxide Fuel Cells to produce energy efficiently). Scandium is also integral to the future of AI…Sunrise is a cornerstone investor in Agni Semi, the company developing the next-generation of non-volatile memory chips using ferro-diodes manufactured with aluminum scandium nitride (AlScN). Agni will produce the most energy-efficient non-volatile memory chips on the market, facilitating the massive rollout of AI that is only set to consume more energy and memory as models continue to snowball…Agni’s chips can operate up to 600ºC, which have the potential to benefit the geothermal drilling technology we are developing at I-Pulse Group. In scandium’s critical applications, there is no known substitute metal that can deliver the same level of efficiency. Founding and serving as Chairman of our companies is a passion. Like I-Pulse, Sunrise Energy Metals is not only a mining company; Sunrise will also become a leading technology powerhouse in all things scandium as we make strategic investments in the downstream scandium value chain. The importance of this rare earth metal that you may have just heard of cannot be overstated. Now is the right time to learn more about Sunrise Energy Metals…
6:02

Sam Riggall, CEO of Sunrise Energy Metals appeared on Bloomberg TV Monday, June 15, to discuss our Syerston Scandium Project and G7 countries’ plans to reduce their dependence on China for critical metals…One could benefit by listening carefully to his conversation… Sunrise’s Syerston Scandium Project is the largest and highest-grade deposit of scandium in the world. As G7 countries seek to reduce Chinese supply for rare earths like scandium to a maximum of 60%, Sunrise will serve as an alternative, given that China currently produces approximately 85% of global supply. Sunrise’s deposit holds over 32,000 tonnes of contained scandium in mineral resources: enough to meet global scandium demand for many decades to come. Scandium’s absolutely critical applications are numerous and significant: both in defense (where it is primarily used as a lightweight yet incredibly strong alloy in military and space applications) and for thousands of civilian applications (such as Radio Frequency filtering chips to enable 5G and 6G wireless, and Solid Oxide Fuel Cells to produce energy efficiently). Scandium is also integral to the future of AI…Sunrise is a cornerstone investor in Agni Semi, the company developing the next-generation of non-volatile memory chips using ferro-diodes manufactured with aluminum scandium nitride (AlScN). Agni will produce the most energy-efficient non-volatile memory chips on the market, facilitating the massive rollout of AI that is only set to consume more energy and memory as models continue to snowball…Agni’s chips can operate up to 600ºC, which have the potential to benefit the geothermal drilling technology we are developing at I-Pulse Group. In scandium’s critical applications, there is no known substitute metal that can deliver the same level of efficiency. Founding and serving as Chairman of our companies is a passion. Like I-Pulse, Sunrise Energy Metals is not only a mining company; Sunrise will also become a leading technology powerhouse in all things scandium as we make strategic investments in the downstream scandium value chain. The importance of this rare earth metal that you may have just heard of cannot be overstated. Now is the right time to learn more about Sunrise Energy Metals…

Robert Friedland

66,858 просмотров • 2 месяцев назад

Chamath explains four key industries that the US needs to onshore: 1) The AI Supply Chain 🧠 2) Energy ⚡️ 3) Critical Minerals and Rare Earths ⛏️ 4) Pharma APIs 💊 On E223, Ezra Klein asked Chamath Palihapitiya what success would look like for Trump's tariff / onshoring agenda: Chamath: "There is a major issue that the United States has that's much bigger than China." "We are not in a position to take care of what we need." "We depend on folks whose view of the United States can change in real time." Ezra: "Give me what indices you are going to look for." Chamath: "We need to measure and protect four critical areas." 1) The Entire AI Supply Chain 🧠 "Number one is all of the technology, both the chips, as well as the enabling technology around artificial intelligence." "It must be a robust, largely American supply chain." 2) Energy ⚡️ "Number two is energy." "We do not have the capability we need to make the energy we need quickly." "In many ways, we have critical supply chains that can be shut off by China around photovoltaics." 3) Critical Minerals and Rare Earths ⛏️ "Number three... there are critical material inputs that drive the material science of the future." "So we have a critical minerals and rare earths and material science input problem." 4) Pharma APIs 💊 "And then the fourth, Ezra, are pharma APIs." "So that when American citizens get sick, we have the ability to not just make it, but also design it and manufacture it."
1:03

Chamath explains four key industries that the US needs to onshore: 1) The AI Supply Chain 🧠 2) Energy ⚡️ 3) Critical Minerals and Rare Earths ⛏️ 4) Pharma APIs 💊 On E223, Ezra Klein asked Chamath Palihapitiya what success would look like for Trump's tariff / onshoring agenda: Chamath: "There is a major issue that the United States has that's much bigger than China." "We are not in a position to take care of what we need." "We depend on folks whose view of the United States can change in real time." Ezra: "Give me what indices you are going to look for." Chamath: "We need to measure and protect four critical areas." 1) The Entire AI Supply Chain 🧠 "Number one is all of the technology, both the chips, as well as the enabling technology around artificial intelligence." "It must be a robust, largely American supply chain." 2) Energy ⚡️ "Number two is energy." "We do not have the capability we need to make the energy we need quickly." "In many ways, we have critical supply chains that can be shut off by China around photovoltaics." 3) Critical Minerals and Rare Earths ⛏️ "Number three... there are critical material inputs that drive the material science of the future." "So we have a critical minerals and rare earths and material science input problem." 4) Pharma APIs 💊 "And then the fourth, Ezra, are pharma APIs." "So that when American citizens get sick, we have the ability to not just make it, but also design it and manufacture it."

The All-In Podcast

486,461 просмотров • 1 год назад