Why Aluminium Just Hit a Four Year High
In this episode, Alan "Aluminium" Clark of CM Group breaks down why aluminium prices have surged to a four‑year high, linking the rally to supply shocks at key refineries, tightening alumina margins, and China’s heavy reliance on Guinean bauxite. He explains the bauxite‑to‑alumina‑to‑primary aluminium conversion ratios, the shift from vertically integrated to merchant‑based market structures, and the strategic implications of new alumina refineries in Guinea and Indonesia. Clark also highlights how geopolitical factors, such as the Iran crisis and Middle‑East production, intersect with these dynamics, offering listeners a nuanced view of the commodity’s global supply chain.
Listeners Are Back Pitching Their Top Mining Stocks
In this episode the hosts reopen their listener‑driven stock‑pitch format, giving retail investors a platform to recommend junior mining companies. Two pitches dominate the discussion: Auric Mining (AWJ), a cash‑generating gold producer in Western Australia with a low market cap...
Metal Movers: Inside the Global Tungsten Squeeze
The episode examines the sharp rise in global tungsten prices, tracing it from China's export controls to a deeper, structural supply shortage caused by aging mines, limited investment, and reduced output. Experts explain how the squeeze affects both Chinese domestic...
226 - Is Orbital Cleanup the Launchpad for Asteroid Mining?
In this episode, host explores the growing problem of orbital debris and its potential as a springboard for asteroid mining. Joel Sercel, CEO and founder of TransAstra, explains how his company’s capture technology can safely remove defunct satellites and repurpose...
Greenland’s Critical Raw Material Potential and China’s Current Interest in the Arctic
In this episode of Polar Geopolitics, host Eric Pagli discusses China's growing interest in the Arctic, focusing on Greenland's critical raw material potential, with insights from China specialist Gerhard Hegelund and Greenland mining expert Nick Bake‑Heilman. The conversation explores China's...
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,...
