Cocktails and Commodities

Blurb: In this episode, James May from Jervois Global explains Finland’s role as a specialty metals refining hub outside of China, why being both miner and refiner allows the company to catch all parts of the cobalt supply chain and the company’s strategic move into nickel refining. TIMESTAMPS: 1:19 - Jervois, Jervois or Jervois? 3:29 – Finland role as a specialty metals refining hub outside China...

Resources news in under 15 minutes (almost): In this episode Shae Russell discusses gold’s drop as the Fed warns there’s another rate hike in the air, iron ore is at a five month high, Brent crude eyes off triple digit prices and uranium bulls unite. 0:51 – Gold falls but Asian bar demand is up 2:16 – Iron ore rallies on the stimulus fairytale 3:40 – ‘Only noise’ is needed to push crude to USD$100...

Sean Modd from Modd Co Capital is back on the mic for part two of our agriculture commodities chat. Today Sean talks about the risks of Ukraine swapping out wheat crops for sunflower seeds, why Russia needs the Odessa port, the two countries driving up Australia’s milk prices and the risks changing weather patterns mean for global agriculture. Timestamps: 1:18 – The seaport favoured since Catherin...

In this episode, Stan Wholley, managing director of soon to list CGN Resources, discusses why they’ve headed out to the West Arunta – one of the most remote places in Australia – to unearth a potential iron oxide copper gold deposit, plus while there CGN says the ground is also highly prospective for nick sulphides, a smattering of cobalt and even rare earths. Timestamps: 2:23 – GCN Resources is n...

Rising food prices are here to stay, and it has nothing to do with central banks. Join Shae Russell and agricultural commodities trader Sean Modd, of Modd Co Capital in this two-part ‘ag’s’ series. In part one, Sean and Shae discuss the volatility in tea prices, the insect born disease destroying orange crops and why the humble chocolate bar is about to get political. Timestamps: 2:45 – How the fi...

Resource news in under 15 mins: Property woes grip China, dragging the Aussie dollar down with it, but it’s not the only factor putting pressure on the currency. Gold heads south for the Australian winter yet copper and silver turn north. Plus, one bank makes a contrarian call on oil… Timestamps: 0:35 - Gold heads south…will it retest US$1,840?     1:50 – Silver and copper move up on low stockpile...

Resource news in under 15 mins: Rumblings in the LNG market could see natural gas prices double, gold dips and looks set to go lower, and China pursues the tech war with gusto but its recent announcement of export controls on semiconductor metals has had unintentional consequences. Timestamps 0:34 – Gold dips as US inflation falls   2:24 – Strike action threatens gas prices 4:28 – No big bang for...

Without silver, there’s no computers, no phone, no solar panels, or even light switches. The ‘other’ precious metal is both a commodity and a precious metal. Today, Andy Schectman, CEO of Miles Franklin Precious Metals joins Shae Russell as they discuss silver’s duality, the role it plays from green technology to military applications and why one department warns silver may be the first element to...

Resource news in under 15 minutes: Copper, tin and silver to name just a few metals are all in short supply, the best is still to come for mineral exploration, Jim Rickards on the rise of the BRICS power bloc, investing lessons from Rick Rule and too many stock holders are looking for quick gains and have forgotten patience required for long term gains. Timestamps 1:09 – Spot silver falls…but we d...

Dan Porter from Pure Asset Management comes back for the final installment, where he and Shae Russell discuss why incumbent energy systems don’t turn on a dime, how permitting and funding are slowing down the energy transition and the two critical minerals you must put on your watch list. Timestamps 00:58 – The energy transition is about moving from ‘liquids to solids’ 3:19 – To achieve any of the...

Dan Porter from Pure Asset Management joins Shae Russell in part one of their two-part energy discussion. Today they cover the one trillion dollars not factored into the renewable equation, why crushing rocks need so much energy, the uncomfortable truth about coal, understanding our complex energy grid and how renewable energy fits into our existing distribution network. Timestamps: 1:35 – From co...

Resource news in under 15 minutes: Markets hinge on hope for Chinese stimulus but it may not come the way we remember it. Silver joins gold and rallies higher, how a Floridian frost drove up the cost of breakfast and a major miner puts the spotlight back on graphite. Timestamps: 0:38 – Disappointing Chinese data leaves markets hoping for stimulus that may never come 3:03 – Gold reaches a five week...

Recorded live at the Mines & Money Connect Melbourne conference on June 15: Lowell Resources Fund chief investment officer John Forwood, joins Shae Russell to discuss the hidden costs impacting commodity prices, how the US Inflation Reduction Act will benefit ASX explorers and the two metals all investors should put on their radar.   Timestamps 1:22 – Three things impacting commodities right n...

Resource news in under 15 minutes: Gold remains subdued, the silver price goes nowhere though ANZ bank warns of a shortage, Brent is moves higher but can it hold? Copper traders are puzzled as stockpiles are drained but it’s not matched up with demand, cobalt rallies but why, keep your eyes on the wheat price for the next week, two companies debut on the ASX and what the markets think the Fed will...

In this episode, Sam Lee Mohan, Managing Director of Frontier Energy breaks down what the ‘colours’ of hydrogen really mean, how technology behind this gas will change the energy landscape and lays out two key pathways to revenue. Timestamps: 1:50 – What is hydrogen? 3:08 – The ‘colours’ of hydrogen defines the technology used to create it 4:13 – Bringing these projects to life 9:43 – How solar fa...

In this episode, Peter Moore executive chairman of Sierra Nevada Gold [ASX:SNX] talks through the prolific Walker Lane trend in Nevada and the two key projects to keep your eye on as drilling starts next month. Timestamps: 1:30 – Exploring in Nevada for over ten years 3:34 – Walker Lane trend hasn’t seen large scale modern exploration 5:28 – Two key projects to watch over the next six months 8:14...

Recorded live at the Mines & Money Connect Melbourne conference: ABC Refinery’s Head of Institutional Markets Nick Frappell joins Shae Russell to discuss the recent Fed pause and how investors should brace for more hikes. Can the Aussie dollar maintain its momentum? Plus silver continues to struggle and why Shae was booed over her gold price forecast. Please note, this episode was recorded on...

“Looking for something the size of a football field 1,000m deep”. In this episode Andrew Vigar, executive chairman for Terra Uranium [ASX:T92], talks through how the company moved from concept to drilling in less than two years, what it will take to find uranium deep undercover and why ‘solution mining’ will mean less capital expenditure for development, speed up the ability to mine (should they f...

Resource news in under 20 minutes: Gold dips down and breaks below technical support, oil doesn't know which way to go and will China's central bank's rate cut stimulate the local property sector? Plus Shae looks at why investors are so excited about lithium explorer Recharge Metals and how newly listed True North Copper is out part of the new mineral economy rush in outback Queensland...

Dr Cameron Perks, principal analyst for Lithium at Benchmark Minerals Intelligence returns for part two of his lithium interview. Today he discusses the rise of economic nationalism and the impact on lithium, why Elon Musk might just need better advisors and is the market ready to pay a premium for provenance? Timestamps: 0:39 – Will Australian lithium miners embrace the downstream process?   2:58...

Understanding the lithium spot price: From a room full of people to several over-the-counter markets, Dr Cameron Perks joins Shae Russell to explain the lithium market dynamics. In part one of this two part series, Cameron breaks down lithium pricing, explains direct lithium extraction potential and how it will close the supply gap, plus we look at the role automakers are playing in mining off tak...

Resource news in under 15 minutes: Iron ore, copper, gold and brent crude are all higher this week, but why? Mining exploration expenditure drops leaving many junior miners as potential takeover targets, why Namibia rattling the economic nationalism cage may be good for uranium stocks in the long run and how the global commodity price crash won’t stop Australia’s inflation woes just yet. Timestamp...

     Join Shae Russell and legendary mining investor Rick Rule as they discuss key events driving several commodities this year. In this episode, Rick explains why gold has room to run higher, what the Chilean government nationalising the lithium sector means for Australia and the stealth bull market building in uranium. Timestamps · 1:20 – Why gold will outperform in 2023 · 2:59 ­– Exploration st...