
In this episode, host Jonas interviews uranium expert Brandon Munro about Bannerman Resources' landmark deal with China National Nuclear Corporation (CNNC), which sees CNNC acquire a 43% stake in the Etango uranium project in Namibia. Munro explains the decade‑long journey, the strategic shift to a smaller, modular Etango 8 development, and why traditional syndicated financing was unattractive given low long‑term price assumptions. He also outlines how the partnership provides the capital and flexibility needed to move the project forward amid a resurging uranium market, while navigating ESG, covenant, and geopolitical considerations.

In this episode, YJ Lee, founder of the Arcane Green Metal Fund, explains why the July 2024 lithium price dip was a prime buying window and projects a conservative 4.6 Mt lithium demand by 2030, driven by a 33% annual growth...