In this week's long-form we connect with Ronnie Stoeferle, a fund manager at Incrementum, to discuss various aspects of the gold market and the mining industry. He shares observations on the gold trade in 2024, highlighting the sentiment and positioning shifts. Stoeferle also discusses the importance of the next $100-$150 in gold and the long-term trend of the precious metal. He explores the performance of gold in foreign currencies and the role of fiscal policy versus monetary policy. Additionally, Stoeferle shares insights on interest rate cuts, the potential crumbling of the Federal Reserve, and the challenges and potential of the mining industry.
In the second segment, we publish an excerpt from Chris Berry's Power Current Podcast, also found on the Clear Commodity Network. Chris welcomes Ernest Scheyder of Reuters to discuss the latest book, "The War Below: Lithium, Copper, and the Global Battle to Power Our Lives". The book explores the tension and choices surrounding critical minerals and the energy transition. It delves into the challenges and complexities of mining projects, the role of consumers in shaping mining practices, and the potential impact of technology on critical minerals. The book also examines the role of government, the potential of battery recycling, and the similarities between the shale revolution and critical minerals. It highlights the importance of curiosity in journalism and writing and shares personal experiences and favorite moments from the author's research.
We'd like to thank our sponsors:
Arizona Sonoran Copper Company (ASCU:TSX) is focused on developing its brownfield copper project on private land in Arizona, a tier 1 location. The Cactus Mine Project is located less than an hour's drive from the Phoenix International airport via highway i-10, and with grid power and the Union Pacific Rail line situated at the base of the Cactus Project main road. With permitted water access, a streamlined permitting framework and infrastructure already in place, ASCU's Cactus Mine Project is a lower risk copper development project in the infrastructure-rich heartland of Arizona.For more information, please visit www.arizonasonoran.com.
Fireweed Metals is advancing 3 different projects within the Yukon and Northwest Territories, including the flagship Macmillan Pass Project, a large zinc-lead-silver deposit and the Mactung Project, one of the largest and highest-grade tungsten deposits in the world. Fireweed plans to advance these projects through exploration, resource definition, metallurgy, engineering, economic studies and collaboration with indigenous people on the path to production. For more information please visit fireweedmetals.com.
Vizsla Silver is focused on becoming one of the world’s largest single-asset silver producers through the exploration and development of the 100% owned Panuco-Copala silver-gold district in Sinaloa, Mexico. The company consolidated this historic district in 2019 and has now completed over 325,000 meters of drilling. The company has the world's largest, undeveloped high-grade silver resource, which will grow with a resource update in early 2024. Learn more at https://vizslasilvercorp.com/
Victoria Gold operates the Eagle Gold Mine within the Dublin Gulch Property. Eagle is the largest gold mine in Yukon's long history of gold production. In addition to the long-life Eagle Gold Mine, the Dublin Gulch property has upsized exploration potential including priority targets Raven and Lynx among others. Follow all the gold production and exploration news at vgcx.com.
Morning Briefing: Collective Mining Brings in a Strategic Investor; Newcore Adds to Enchi
Keith Morrison of Premium Nickel Comments on Recent Drill Results
Meridian Mining Continues to Expand Cabacal and Santa Helena
Arizona Sonoran Editorial on their PFS Published for the Cactus Project
Morning Briefing: Orla Mining to Acquire Contact Gold
Andrea Hotter, Indonesia's Wrecking Ball of a Nickel Market, and the Next Signs of a Metal Super Cycle
Wojtek Wodzicki Comments on NGEx Bonanza Grades at Lunahuasi
No Bear. No Bull. Making Sense of the Gold Market with Jordan Roy-Byrne
Minera Alamos Moving Ahead at Santana while Awaiting Permit Amendment
Morning Briefing: Arizona Sonoran Copper Publishes Cactus PFS
Zach Flood Comments on New High-Grade Results from Frotet
Ridgeline Vends its Robber Gulch Project to Scout Discoveries
Mineral Resource Update from Tudor Gold
Rio2 Prepares for Financing Options Following EIA Approval
Morning Briefing: NGEx Drills Bonanza Grades at Lunahuasi with 102m of 4.5% CuEq
Construction Update from Ascot's Premier Gold Mine
Tony Makuch on Discovery Silver's Feasibility Study for Cordero
High Grade Copper and PGM Hits from Magna Mining
Elemental Altus Royalties to Receive $12M
Morning Briefing: Osino Receives New Bid for Twin Hills; Discovery Silver Publishes Feasibility Study
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast