Oil Prices Rise as Houthi Militants Enter Middle East War
The video discusses how the Houthi militia’s decision to join the Israel‑Hamas conflict is reshaping energy markets, especially by bringing the Red Sea into the geopolitical risk calculus. Following a weekend missile launch toward Israel, oil futures jumped to about $115 a barrel, up from the low‑$100s last week. Analysts highlighted the strategic importance of the Bab al‑Mandeb choke point, where Saudi Arabia’s southern pipeline and the UAE’s Fujairah terminal serve as rare alternatives to the Hormuz strait, which remains blocked by Iran. As one commentator noted, “We’re up today…115…risk of escalation making traders nervous,” underscoring the shift from optimism about a peace process to heightened fear of broader conflict. The discussion also referenced recent attacks on vessels near Fujairah that have halted loading for several days. The heightened risk could sustain higher crude prices, pressure shipping routes, and force market participants to re‑price supply‑chain contingencies, reinforcing the Red Sea’s emerging role as a critical flashpoint for global oil supply.
Research Talks: Cadence Minerals, Critical Mineral Resources, Beeks Financial Cloud, Red Light
The Research Talks podcast opened with a market overview, noting that geopolitical uncertainty—particularly the Iran situation—has pushed investors into cash and physical gold, yet the long‑term bullish thesis for commodities, especially precious metals, remains intact. The hosts then turned to Cadence...
Is This Time Different For Lithium?
The video revisits lithium’s market dynamics, arguing that the sector is entering a new, structurally bullish phase. Host Antonio introduces Chris Williams, a former oil‑and‑gas engineer turned lithium analyst, who outlines a 20%+ annual demand growth driven by electric‑vehicle (EV) rollouts,...
Revolutionary Plant Tech Rapid Expansion and Versatile Production
American Resources Corp is doubling the capacity of its ReElement plant to over 16,000 metric tons, marking a rapid expansion of its critical‑minerals production. CEO Mark Jensen cited soaring defense demand, the facility’s modular scalability, and a construction phase that...
Zambia Copper Discovery 4km Strike, Huge Potential Unveiled
Midnight Sun Mining is expanding its Dumbwa copper discovery in Zambia, having delineated a 4‑kilometre strike within a broader 20‑kilometre geological anomaly. The company has completed 166 drill holes and is targeting a potential resource of up to 1.5 billion tonnes...
What Are We Missing About Mining in Mexico? | Riverside Resources CEO Interview
The interview with Riverside Resources’ CEO focuses on the evolving landscape of mining in Mexico, tracing regulatory shifts from the 1992 law that opened the sector to foreign investors through the recent 2023 reforms that stopped the issuance of new...
Peloton Minerals' Ted Ellwood on What the Drilling Campaign Reveals About the Quality of Minerals
Peloton Minerals’ recent drilling campaign aimed to validate surface‑based geophysical models and assess the mineral potential of a paleo‑lake clay deposit spanning roughly 7 km by 3.5 km. After a year‑and‑a‑half of systematic surface exploration, the company drilled four widely spaced holes—the...
Rome’s Upcoming Newsflow
The video outlines the company’s short‑term newsflow roadmap, highlighting a series of technical disclosures slated for the coming weeks. Management plans to issue a regulatory news service (RNS) update within two weeks, followed by the release of assay results as...
Aluminum Shortages Coming Soon || Peter Zeihan
Peter Zeihan warns that the ongoing conflict in the Persian Gulf, including the closure of the Strait of Hormuz, is set to trigger a sharp contraction in global aluminum supply. He explains that the region hosts six major primary smelters—Saudi...
First Class Metals: Oversubscribed Raise & Gold Momentum Builds
First Class Metals announced a £400,000 raise through a heavily oversubscribed retail offer, underscoring strong investor appetite for the junior miner. The company emphasized that the capital will fund the next phase of its Sunbeam project, including a field season...
Spain-Algeria Deal Aims to Increase Gas Imports
Spain and Algeria announced a deal that will see the trans‑Mediterranean pipeline operating at near‑full capacity, effectively boosting Algerian gas flows into Spain. The agreement comes as Spain phases out its remaining Russian gas contracts and leans on its sizable...
Copper Futures Reverse Gains Amid Geopolitical Tension. 3/26/26
Copper futures reversed the gains made on Tuesday, slipping back toward Tuesday’s close and trading near $5.45 per pound as of the session’s end. The drop follows a 0.33% gap‑down open and a low of $5.4450, representing a 2.09% intraday decline....
Rio Tinto Shifts Focus to Core Commodities
Rio Tinto announced the closure of its last diamond mine, ending more than half‑century in the gemstone sector and confirming a strategic pivot toward its traditional bulk‑metal portfolio. Analysts note the diamond business had become marginal, hampered by synthetic competition and...
Why the Strait of Hormuz Crisis Is Hitting Europe’s Energy Supply: Explainer
Europe faces a fresh energy shock as Iran’s effective shutdown of the Strait of Hormuz chokes the main shipping lane for Middle‑East oil and liquefied natural gas. The blockage has halted LNG cargoes that Europe relies on, especially from Qatar,...
The TRUTH About Strikepoint’s Gold Plan
The interview opens with J. Martin recounting his tenure at Northern Empire, where he orchestrated a lightning‑fast turnaround of the Sterling gold project—acquired for roughly $10 million and sold 16 months later for $120 million to Kore. He highlights the pivotal role of...
PBBM Announces Fresh Reservoir of Natural Gas in Malampaya Field | The Big Story Supercut
President Ferdinand Bongbong Marcos Jr. announced a new natural‑gas discovery in the Malampaya Phase 4 project, with the Camago 3 well capable of producing up to 60 million standard cubic feet per day. The revelation comes as the Philippines grapples with a tightening...
Atomic Eagle (ASX:AEU) - Scaling Proven Zambian Uranium Asset Toward Production
Atomic Eagle (ASX:AEU) announced a strategic push to scale its flagship Mantunga uranium project in Zambia, highlighting a 24% resource uplift to 58.8 million pounds at 309 ppm and a cash balance of $19 million to fund an aggressive 2024 drilling campaign. The...
Lions Bay Capital Targets 4.5m Ounces of Gold in SA
Lions Bay Capital announced a definitive offer to acquire the Vantage gold assets in South Africa, a portfolio that includes underground mines, processing facilities and an estimated 4.5 million ounces of gold. The transaction is being executed through a newly formed...
Is This Copper-Gold Explorer Really Worth The $250M? | San Lorenzo Gold CEO Interview
The interview centers on San Lorenzo Gold (TSXV:SLG) and its flagship Salvadora project in Chile’s Atacama region, a roughly 10,000‑hectare land package situated about 15 km from the operating El Salvador copper mine. The company has identified five drill targets and is...
This Is How Dirty #Colombian #gold Becomes Untraceable. #Colombia #mine #mining #industry #cartel
The video exposes how Colombian gold, mined in the Siggoia region, is transformed into an untraceable commodity through cartel‑controlled processing. Miners like Diego, who began digging at fourteen, are coerced into selling ore or joining armed groups, linking small‑scale extraction...
Aftermath Silver Reports Strong Phase 3 Drill Results at Berenguela Project in Peru
Aftermath Silver announced Phase 3 drill results from its Berenguela project in Peru, highlighting a high‑grade silver‑copper intersection that could underpin early mine feed. The drilling program pursued three goals: upgrade inferred resources to measured status, generate material for metallurgical testing, and...
How US Scrap Markets Are Responding to Aluminum Supply Disruption
The video examines how the recent US‑Israel‑Iran conflict is unsettling the United States scrap aluminum market, a sector that relies on roughly one‑fifth of its primary aluminum imports from the Middle East. Argus senior reporter Alex Nikl outlines the immediate...
Ignore Short Term NOISE: Bullish Trends Driving GOLD 'Firmly Intact'
The interview with Tim Smith, CEO of US Gold Mining, centered on the paradoxical dip in gold prices despite heightened geopolitical risk from the Iran conflict, and on the company’s flagship Whistler gold‑copper project in Alaska. Smith explained that gold’s 14%...
Here's How the Deepest #gold #mines in #Colombia Work. #mining #miner #industry
The video tours Colombia’s deepest gold mine operated by Aerys, showcasing a hybrid operation where high‑tech mechanization meets traditional artisanal labor. Robotic arms drill holes for dynamite while a rail car drops workers six levels underground. Human crews, led by foreman...
Uranium Investing in 2026: Money May Move Down the Curve Whilst African Supply Moves East
The video examines the 2026 uranium investment landscape, focusing on how producer equities have begun to outpace spot prices and how African supply is increasingly flowing toward Asian markets, particularly China. Host Chris Crossad and analyst Matt discuss recent data,...
Dark Side of the Gold BoomーNHK WORLD-JAPAN NEWS
The video examines how the recent quadrupling of gold prices has sparked a surge in illegal gold mining across Peru’s Madre de Dios region, turning the Amazon rainforest into a front line of environmental devastation. Driven by desperate farmers and former...
Lawrence Lepard: Silver Miners' Profits Up 500% and Nobody Noticed #Silver #Mining
Lawrence Lepard says rising silver prices—around $75 per ounce in his example—have boosted miners’ per‑ounce margins from roughly $10 to $50, a roughly 500% increase in profit in just over a year. Despite that surge in profitability, silver equities only...
Livium CEO on Recycling Demand “Hockey Stick”
Livium Limited’s CEO Simon Linge told investors the company’s Envirostream division is scaling rapidly to meet soaring demand for lithium‑ion battery recycling. Livium now processes end‑of‑life packs for global OEMs such as BYD, Hyundai, Volvo Energy and LG Energy Solution,...
How Hard Is It to Grow a Gold Resource to 3M Oz in Nevada? | A2Gold CEO Interview
The interview focuses on A2 Gold’s ambition to scale its Nevada assets to a multi‑million‑ounce gold resource, a benchmark often cited as the threshold for a junior miner to become an attractive acquisition target. CEO Peter outlines the company’s current...
Metals One Funding for the Gold Acqusition
Metals One announced it has placed a deposit to satisfy the business rescue practitioner, signalling its financial capacity to pursue the proposed gold acquisition. The practitioner is expected to call a meeting within days, after which a detailed rescue plan will...
Toogood Gold (TSXV:TGC) - 30/30 Quinlan Holes Hit Gold, Table Mountain LOI Targets Q3 Drilling
Toogood Gold (TSXV:TGC) provided an operational update on its Newfoundland Quinland discovery, highlighting the completion of a 30‑hole drill program that intersected the gold‑bearing intrusive dyke in every hole. The company also referenced a pending Letter of Intent for its...
Don Durrett: The Simple Math Behind $100 Silver Mining Stocks #Silver #Mining
Investor Don Durrett argues that simple arithmetic shows steep upside in underappreciated silver miners if silver reaches $100. Using conservative assumptions—1 million ounces of annual production, $100 silver price, $50 break-even—he calculates $50 million free cash flow per million ounces,...
Inside Commodities - The Impact of the Hormuz Situation on Aluminium
The video examines how the escalating conflict in the Strait of Hormuz is reshaping the global aluminium market, focusing on the Gulf Cooperation Council (GCC) region’s growing role as a low‑carbon supplier. The GCC now produces roughly 9% of worldwide...
New Pipeline Report Misused by Danielle Smith to Justify Oil Sands Expansion
The video dissects a newly released economic study that claims a new west‑coast pipeline could add $31 billion annually to Canada’s GDP. Alberta Premier Danielle Smith seized on the headline, tweeting that the report proves “real economic boost” from additional pipelines...
'Uncertainty' In Markets Driving Major Opportunity in URANIUM For Contrarians
The episode of Commodity Culture features Vera Energy CEO Janet Lee Sheriff discussing the current uranium market and why contrarian investors may find a sizable upside. Sheriff points to a tightening structural supply deficit—U.S. demand of 48 million pounds a year far...
Don Durrett: Gold Miners Are Still Extremely Cheap and We're Early #Gold #Mining
In a recent interview, market strategist Don Durrett argues that gold‑mining equities remain dramatically undervalued and that the sector is still in the early stage of a new bull cycle. Durrett points out that Wall Street has not yet entered the...
Quantum Blockchain Technologies CEO on US Patent Update, Strategy & Next Steps
The interview with Francesco Gardin, CEO of Quantum Blockchain Technologies (QBT), centered on a recent final rejection from the U.S. Patent and Trademark Office and the company’s next steps. Gardin explained that while the term “final rejection” sounds conclusive, historically...
Empire Metals, Caledonia Mining, Quantum Helium, Great Southern Copper, Quadrise, Futura Medical
The Proactive roundup highlighted six small‑cap miners and tech firms that posted notable milestones this week. Empire Metals confirmed a 2.2 billion‑ton titanium deposit in Western Australia and is gearing up for a scoping study and potential ASX listing. Caledonia Mining...
KEFI's Big £34m Raise
KEFI, the Australian gold explorer, announced a £34 million equity raise, supplemented by a £1 million retail offering, to fully fund its flagship Tulu Cappy development in Ethiopia. The capital raise was prompted by two forces: a sudden geopolitical shock from the Middle‑East...
Great Western Ramps up Tungsten Exploration
Great Western Mining’s new CEO, Ed Ly, disclosed that the company is expanding its exploration footprint around the Defender‑Pine Crow tungsten project in Nevada. The firm has pegged additional ground to create a buffer zone for upcoming geophysical work and surface...
Pakistan Faces Economic Crisis as Middle East Conflict Drives Inflation & Austerity
The video examines how the intensifying Middle East conflict is deepening Pakistan's economic crisis, prompting the prime minister to announce emergency austerity measures. With 80% of oil imports sourced from the Persian Gulf, any disruption to the Strait of Hormuz...
LIVE: U.S. Energy Secretary Chris Wright Discusses Iran War at CERAWeek in Houston — 3/23/2026
U.S. Energy Secretary Chris Wright addressed the Iran war at CERAWeek in Houston, noting the conflict’s unprecedented impact on global oil supplies. He hinted that President Donald Trump may be moving toward a diplomatic resolution, which markets have welcomed as...
Uranium Market Update | Justin Huhn and Jimmy Connor
The discussion centered on the current state of the uranium market, highlighted by a free virtual conference scheduled for March 28 and a deep dive into how geopolitical events are influencing supply chains. Host Justin Huhn and analyst Jimmy Connor...
Natural Gas Prices Soar, As Iran War Continues
The video examines how the ongoing Iran‑Israel conflict and the resulting closure of the Strait of Hormuz have sent global LNG prices soaring, with spot rates climbing from roughly $10 per MMBtu last month to $30 today. Industry insiders cite fear...
Copper Is Strong — But Be Ready
The video examines the current state of the copper market, emphasizing that fundamentals are exceptionally strong—driven by robust supply‑demand dynamics, intensified usage across sectors, and a decade‑long underinvestment that has tightened available inventory. Speaker notes that demand intensity and limited new...
Picturing Landscape in an Age of Extraction
The evening celebrated Stephanie O. Rock’s new monograph, *Picturing Landscape in an Age of Extraction* (University of Chicago Press), which situates European art history within the environmental and colonial economies of 1780‑1850. Rock argues that late‑eighteenth‑ and early‑nineteenth‑century landscape painting...
Richmond Hill Gets Set to Drill
Richmond Hill Resources announced an imminent drill campaign at its Martell Gold deposit in Ontario’s Superior Province, aiming to modernize historic data and assess multiple vein structures. The company plans to drill 10‑13 holes totaling about 1,100‑1,300 metres, using oriented core to...
Zimbabwe Fuel Prices Top $2 for First Time as Middle East Conflict Drives Hike
Zimbabwe announced its first-ever fuel prices above the $2‑per‑liter threshold, with diesel hitting $2.50 and premium petrol around $2.19. The surge follows a week where prices hovered between $1.71 and $1.77 per litre. The government attributes the jump to the ongoing...
Gas Prices in UK and Europe Soar After Strikes on Energy Facilities in Qatar and Iran | BBC News
The BBC interview focused on the sharp rise in European gas prices after coordinated strikes on energy facilities in Qatar and Iran, which have pushed wholesale rates to more than twice pre‑conflict levels. Spanish Foreign Minister José Manuel Álvarez Bueno used...
The TRUTH About This Unprecedented Copper Setup
The conversation centers on the evolving copper landscape, where heightened demand and shifting economics are prompting a reassessment of what projects qualify for development. Colin emphasizes that, despite changing market conditions, the core fundamentals—geology, metallurgy, and ore variability—remain non‑negotiable, especially...
