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: Bravo Mining Drills Massive Sulphide at Luanga
The 2024 US Election and What it Means for America's Mining and Exploration Industry
Lauren Megaw on How Exploration Teams are Reassessing Projects to Meet Critical Mineral Demands
Rob McEwen on the Los Azules Drill Program in this Copper Market
Morning Briefing: Vizsla Silver Drills 2,561 g/t AgEq over 2.4m at Napoleon
Western Alaska Closes Financing and Begins Looking into its Gallium Potential
Corporate and Exploration Update from American Eagle Gold
Morning Briefing: Solaris Terminates Minority Equity Investment
Paul Gurney on Copper's Outperformance, Gold Mining Expectations and Sidelined Investors
Introduction to Atacama Copper and CEO Tim Warman
Rob Sinn and a New Sensation of the TSX-V Being in an Uptrend
Morning Briefing: Awalé Resources make Board Changes, Arizona Metals Welcome Former Wesdome CEO
Matt Badiali on the Nature of this Copper Market and an Exploration Update from Quetzel
Viva Gold: Shaping the Tonopah Gold Project for a Technical Report
Tony Greer on the CPI Print Giving the Green Light for Stocks and Metals
Infinico Completes First Drilling at Nicobi
Morning Briefing: ATEX Resources Drills 68.0 metres of 2.02% CuEq
Outback Goldfields Moving its Efforts to Finland
Meridian Mining Advancing Cabaçal Towards PFS
Morning Briefing: Intrepid Drills 198m of .68% CuEq in Arizona; Troilus Publishes its Feasibility Study
Create your
podcast in
minutes
It is Free
The emPOWERed Half Hour
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast