Commodity Culture

Teague Egan, CEO of EnergyX, believes that the lithium market is firmly on the comeback trail, as prices start to rise and demand experiences a massive increase, largely driven by battery energy storage systems used to power AI data centers, along with continuing EV adoption. Teague breaks down the investment thesis for lithium in 2026, along with explaining how EnergyX fits into the picture, with...

Earn up to a 4% yield on your physical gold or silver, paid in gold ounces: https://Monetary-Metals.com/Commodity Keith Weiner breaks down why gold and silver have been falling as the war in Iran escalates, and although he believes the long term trajectory for both metals is much higher, he cautions against hoping for a massive spike in gold because in such a scenario, the war could go nuclear. Ke...

Ian Graham, President of Oroco Resource Corp. (OTCQB: ORRCF | TSX-V: OCO) sees a myriad of drivers poised to send the copper price soaring higher and he gets into the weeds on supply-demand dynamics, recent price action, long term forecasts, and much more. Ian also explains how Oroco Resource fits into the picture, with the second phase of their drill program at their flagship Santo Tomás project...

Ian Harris, CEO of Copper Giant (OTCQB: LBCMF | TSXV:CGNT) sees copper as the next metal to rise dramatically, as the supply side faces a myriad of challenges and the accelerating AI arms race drives demand beyond the expectations of many analysts. Ian explains how Copper Giant fits into the picture, along with providing an update on their 2026 exploration plans and their upcoming PEA for their fl...

Earn up to a 4% yield on your physical gold or silver, paid in gold ounces: https://Monetary-Metals.com/Commodity Ed Steer has been carefully watching the concentrated short positions in the silver market, along with the latest data on inventories and deliveries on the COMEX, LBMA, and Shanghai Futures Exchange, and what he sees is shocking. Ed believes the bullion banks shorting silver have reach...

Earn up to a 4% yield on your physical gold or silver, paid in gold ounces: Monetary-Metals.com/Commodity Subscribe to the FREE Commodity Culture Newsletter: https://readplaza.com/commodityculture Follow Jesse Day on X: https://x.com/jessebday Commodity Culture on Youtube: https://youtube.com/c/CommodityCulture

Mark Mukhija, CEO of Eagle Nuclear Energy (NASDAQ: NUCL) points out that we are already in a significant and persistent supply deficit for uranium, and demand has nowhere to go but up as big tech and governments move to ramp up nuclear energy generation in the face of an AI arms race that will send electricity requirements soaring. Mark also breaks down how Eagle Nuclear Energy fits into the pictu...

Get 25% off Mining Stock Monkey VIP for one year. Limited to the first 20 listeners: https://miningstockmonkey.com/products/vip?promo=JESSE25 Jordan Rusche has a simple but powerful strategy when it comes to the mining sector: buy stocks that are cheap and sell them when they get expensive. Although this sounds easy, the world of junior mining is fraught with risk, and failure is the rule rather t...

Gianni Kovacevic sees the continued rise of both gold and silver as inevitable, with out-of-control money printing, ballooning government debt and deficits worldwide, and a major geopolitical risk premium ignited by war with Iran. Gianni also dives into the value being presented by lithium, phosphate, copper, and natural gas, along with the companies he's investing in to take advantage of wha...

Marc Faber has had enough of America's hegemonic aggression and their role as Israel's puppet on the international stage, and this latest attack on Iran, which threatens to engulf the Middle East in war, is yet another example of short sighted policies driven by blackmailed politicians devoid of empathy. Marc speculates how this war could evolve, how it could affect gold, silver, and fin...

Drew Zimmerman, CEO of Noble Plains Uranium (OTCQB: NBLXF | TSXV: NOBL), points out that the US government, along with tech giants such as Meta and Google, have placed a massive bet on nuclear being the future of energy production, and that means uranium demand is continuing to skyrocket in the face of persistent supply deficits. Drew also breaks down how Noble Plains Uranium fits into the picture...

Edward Dowd sees a massive storm on the horizon when it comes to the broad market and he thinks that when reality finally sets in, we're headed for a 40 to 50% correction as capital flees overvalued tech. Ed outlines which areas of the market he thinks could act as a ballast, including gold and silver, along with diving into the Epstein files, the alien invasion distraction tactics being empl...

Ian Everard reveals that the current spot price of silver isn't reflecting the reality on the ground: supply is extremely scarce and premiums are pushing certain sovereign coins over $100 an ounce. Ian breaks down how Trump's recent tariff increase, a potential war with Iran, and increasing monetary and industrial demand are changing the game when it comes to the silver market. Visit our...

Josef Schachter believes that current prices in the energy sector are presenting a massive opportunity for contrarians who can see the writing on the wall: oil and gas demand are rising, not falling, and supply is become severely constrained, leading to setup that Josef thinks will ultimately bring us back past $100, and to new all-time highs. Get Your 'Stack Silver Not Fiat' Shirt: http...

Col. Douglas Macgregor believes that a war with Iran is inevitable and although he thinks Trump doesn't want to strike, his paymasters in Israel will force his hand to advance their own agenda of domination over the Middle East. Get Your 'Stack Silver Not Fiat' Shirt: https://commodity-culture-shop.fourthwall.com/products/stack-silver-not-fiat-t-shirt The National Conversation: http...

After a historic 43-year bull run in the broad market, David Hunter sees a global bust ahead that hasn't been since since the Great Financial Crisis of 2008 and on the other side, a commodities supercycle unlike anything the world has ever seen, with price targets of $20,000 for gold, $500 silver, and $500 oil. David admits those calls may be on the low end for the economic environment he see...

Will Ulrich, Co-CEO of Presidio Petroleum (NYSE: FTW) believes we are lifetimes away from peak oil demand and underinvestment in the sector, along with the overhang of ESG mandates that are starting to disappear, mean that a repricing of the equities could be inevitable up ahead. Will also dives into how Presidio fits into the picture, with their focus on optimizing existing production and generat...

Doomberg believes that geopolitical events are most accurately explained through the lens of energy, and no group of so-called leaders has failed more tremendously when it comes to energy policy than those that claim to represent the EU member states. Doomberg breaks down why he sees no hope for the continued survival of the European Union, along with providing his take on whether oil flows from V...

David Jensen believes that the only way to resolve the massive and rapidly expanding silver supply deficit is a reset to multiples of current price levels, and the paper market stands no chance of tamping down markets while faces with an inescapable physical shortage. David breaks down all the data surrounding his thesis, explains why gold and silver are already finding use in a new sound money ec...

Thomas Lamb, CEO of J2 Metals (TSXV: JTWO) thinks that despite the recent pullback, the future for silver is back to triple digits as there's just no answer to the widening supply deficit driven by a growing industrial demand and a major lack of mine supply. Thomas also dives into J2 Metals, with top tier gold projects in Quebec and Alaska, and a large-scale silver project in Mexico. J2 Metal...

Shawn Khunkhun, CEO of Dolly Varden Silver (NYSE-A: DVS | TSXV: DV) is thrilled we saw silver run to triple-digits, and he believes that ultimately, the price trajectory for the metal is back past all-time highs but he points out that at today's silver price, the miners are set to go absolutely ballistic. Shawn also dives into some exciting news from Dolly Varden Silver, including their recen...

Steve Penny thinks the recent drawdown in silver is a temporary anomaly, and as global debt skyrockets and governments keep printing currency, silver will ultimately rise to $500 an ounce. Steve lays out his thesis, along with providing his strategy for investing in silver mining stocks, knowing when to take profits, and much more. Get Your 'Stack Silver Not Fiat' Shirt: https://commodit...

Mario Innecco believes the recent dramatic crash in the silver price was largely driven by market manipulation orchestrated by bullion banks short the metal, as the COMEX circuit breakers mysteriously failed to activate while prices plunged. Mario thinks that ultimately, reality will prevail over desperate bankers and when reckoning arrives, silver will soar past triple digits and fiat currency wi...

Sam Hartmann, VP of Exploration at F3 Uranium (OTCQB: FUUFF | TSXV: FUU) thinks the catalysts driving the uranium market continue to grow stronger, and he points out that although AI data centers and SMR adoption are interesting narratives, it's the glaring and growing supply deficit that will drive this market to higher prices. Sam also breaks down how F3 Uranium fits into the picture, with...

Alasdair Macleod has a theory that one of the reasons China has been accumulating such massive amounts of silver, along with being one of the biggest producers of the metal in the world, is to prepare for a move to back the yuan and go on a silver standard in the country. Alasdair makes his case for what could be an earth-shattering move that would hasten the death of the dollar and change our mon...