Matt Badili, Editor of the New Energy Investor, published under Mangrove Investor, joins us for a wide-ranging conversation on the energy transition trends, backed by policy makers and manufacturing companies, and their impact on commodities, the electric grid, and daily life.
We take a nuanced look at what global trends are gaining or losing traction, and what perceptions have changed regarding the proposed transition from legacy hydrocarbons like coal, oil, and natural gas, to more of a focus on carbon-free energy generation sources like nuclear, solar, and wind, in addition to more energy storage.
These various newer power generation methods necessary for swapping oil and gas for electricity, impact both the reliability of the power grid and even the space necessary to accommodate this power generation. Each energy input and energy storage platform has different strengths and weaknesses, and also requires different commodities like copper, silver, uranium, lithium and rare earths. It’s a nuanced discussion, and by the end we tie in some of the investing themes and takeaways.
Click here to visit the Mangrove Investor website to follow along with Matt’s market commentary.
Elemental Altus – Q1 2024 Financials, A Royalty Acquisition, And Royalty Partner Updates
Faraday Copper - Corporate Overview: Copper Creek Project, 4.2 Billion Lbs Copper Resource, Expansion Drilling This Year
Nick Hodge – Still Constructive On Copper, Gold, Silver, And Uranium Stocks, As The Recent Breakouts Are Consolidated
Jordan Roy-Byrne - Gold Vs Other Commodities Vs S&P, Which Stocks To Invest In
Fury Gold Mines - Éléonore South Drill Results, Future Exploration Plans For 2024
Lawrence Roulston - Mining Market Cycles, Copper Market Overview, Golden Triangle, MTB Metals Exploration Plans
Graphene Manufacturing Group - Answering Your Questions On Battery Development, THERMAL-XR, Graphene Production, Other Growth Avenues
Sean Brodrick – Despite Pullbacks In Oil, Uranium, Copper, Silver, and Gold – The Megatrends Are Still In Place
Matt Badiali - Uranium: Why Matt Is Back In The Bullish Camp
Targa Exploration - 2024 Exploration Program To Focus On The Opinaca Project
Midnight Sun Mining - $10Million Raised, New Cooperative Exploration Plan With First Quantum Mining Targeting Possible Near Term Production
Craig Hemke - Economic Data Recap, Stagflation, Gold & Silver Market Trends
Abitibi Metals - Recent Drill Results from B26 Deposit Intersects High Grade Copper
Weekend Show - Matt Geiger & Axel Merk - Gold, Silver, Copper, and Equity Trends
Dana Lyons – Trading The Recent Volatility In US Equities, Copper, Gold, And Silver
Marc Chandler - Rate Cuts to Election Results: Market Predictions
Thor Explorations – Update On Q1 Financials With An Exploration Update At Segilola and Douta
Peter Krauth – Pro Tips On Stacking Silver And Investing In Silver Stocks As They Break Out
Jeff Christian - Silver Volatility, Short Squeeze, And Price Forecasts
Surge Copper – Exploration And Development Update At The Copper-Moly-Silver-Gold Berg Project
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