What Are Rare Earth Elements #rareearth #investing
The video introduces Sprott’s newly launched exchange‑traded fund that gives investors exposure to rare‑earth companies outside China, while first explaining what rare earth elements are. Rare earths comprise 17 elements such as neodymium and terbium and are essential to defense, technology and energy systems. They are a subset of “critical materials,” a broader group that also includes copper, lithium and uranium. China currently produces 69 % of global mine output and refines 91 % of the supply, creating a strategic vulnerability for other nations. Sprott’s REXC (ticker) is positioned as the only ETF focused on non‑Chinese rare‑earth producers. The hosts stress that governments are pouring billions into alternative supply chains, and they point viewers to sprott.com and sprottetfs.com for education and fund details. For investors, the ETF offers a way to hedge geopolitical risk and tap into growing demand as countries diversify away from China, potentially driving capital flows into a nascent but strategically important sector.
No Stopping Oil Price Shock | Rory Johnston and Jimmy Connor
The video features Rory Johnston of Commodity Context discussing why oil prices have stalled around $100‑$110 despite expectations of $200 after the Strait of Hormuz closure and US‑Iran tensions. Johnston points to two dominant forces: relentless political jaw‑boning, especially Trump’s social‑media...
Michael Oliver: Silver Going Much Higher
In a recent commentary, Michael Oliver argues that silver is poised for a substantial rally, pointing to its historically low price ratio to gold. He notes that silver’s price is currently only 1% of gold’s, the lowest since the 2010‑11 bull...
Finding Value in Small Cap Stocks | Philippe Hynes and Jimmy Connor
In a recent Bloor Street Capital interview, Philippe Hynes, President and CIO of Tonus Capital, outlined the firm’s focus on uncovering hidden value in small‑cap equities. Tonus runs two vehicles—a U.S.–Canadian Strategy Fund and a U.S. Small Cap Fund—designed to...
Andean Precious Metals: Gold & Silver Producer in the Americas | JC Sandoval and Jimmy Connor
Andean Precious Metals, founded in 2017, transformed a distressed Bolivian oxide‑processing plant into a steady silver‑producing operation while adding the Golden Queen gold mine in California. The company went public in 2021 and, by early 2023, amassed nearly $100 million in...
Paladin Energy Update | Paul Hemburrow and Jimmy Connor
Paladin Energy used the interview to outline its dual‑track strategy: completing the ramp‑up of its flagship Langer Heinrich uranium mine in Namibia while advancing the newly acquired Patterson Lake South (PLS) project in Canada’s Athabasca Basin. The company highlighted that...
Kazatomprom: The World's Largest Uranium Producer | Dastan Kosherbayev and Jimmy Connor
Kazatomprom, the world’s largest uranium producer, outlined its 2026 production target of 27.5‑29 kilotons (71‑75 million pounds) and discussed the ongoing sulfuric‑acid supply issue that underpins leaching operations. The company said a third in‑house sulfuric‑acid plant, slated for completion in Q1 2027, will satisfy...
IsoEnergy Update | Phil Williams and James Connor
ISO Energy used the interview to detail recent milestones, including a well‑received capital raise and the pending acquisition of Toro Energy’s Win Luna project in Western Australia. The company, listed on the TSX (ISO) and NYSE (ISOU) with a $900 million...
Denison Mines Update | David Cates and Geoff Smith
Denison Mines outlined its transition from developer to producer, highlighting the imminent start of construction at the Phoenix in‑situ recovery (ISR) uranium mine. Final permits have been secured, site preparation is underway, and civil and earthworks will commence in March,...
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...
CPP Investments | Frank Ieraci and Jimmy Connor
In a candid interview, Frank Ieraci, global head of active equities at CPP Investments, outlined how the crown‑owned pension fund, with roughly $780 billion in assets, translates contributions from 22 million Canadians into long‑term retirement income. He explained the fund’s portfolio composition—about...
Michael Oliver Silver Is Going to $300 to $500 This Year #silver #gold #investing
In a recent video, market commentator Michael Oliver argues that silver is poised to surge to $300‑$500 this year, citing its historically low valuation relative to gold as a catalyst. Oliver points out that silver’s price currently represents just 1% of...
The Founding of Wheaton Precious Metals | Randy Smallwood and Jimmy Connor
The interview traces Wheaton Precious Metals’ origins, from a 2004 silver‑streaming concept designed to fund Gold Corp. to its current status as the world’s largest precious‑metals streaming firm. Randy Smallwood explains how a simple commodity‑swap idea evolved into a structured...
Free Virtual Silver Conference Feb 14 at 8am ET
The video announces a free virtual Silver Conference set for Saturday, February 14 at 8:00 a.m. Eastern Time, aimed at addressing the recent turbulence in precious‑metal markets. Over the past weeks silver plunged 30% in a single session—the steepest one‑day decline...