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Money of Mine

Money of Mine

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Interviews and commentary on mining and commodities (metals, bulks, energy), market drivers, M&A, and macro.

Recent Posts

The Uranium Deal 10 Years in the Making (Brandon Munro)
Podcast•Feb 27, 2026•1h 8m

The Uranium Deal 10 Years in the Making (Brandon Munro)

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.

By Money of Mine
The Ultra Bull Case for Lithium (YJ Lee)
Podcast•Feb 20, 2026•51 min

The Ultra Bull Case for Lithium (YJ Lee)

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...

By Money of Mine