Energy, Power and Materials
Critical minerals and mining
copper, uranium, rare earths, miners
- Episodes
- 25
- Share
- 2.4%
- Shows
- 17
- Net sentiment
- +0.35
Down from 2.7% of episodes in the weeks before; net sentiment was +0.71.
Bullish 13Mixed 5Neutral 2Bearish 5
2 weeks
Share of each week's episodes, and net sentiment.
0%2%4%
Sep 21Sep 28
Net sentiment
−10+1
Sep 21Sep 28
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bullish 13
- Strong high-grade copper drill results and a growing project pipeline support upside for Vizsla's mining assets.Vizsla Copper: High-Grade Drilling Expands the Palmer Story · Mining Stock Daily · Sep 30
- Drill results show wide, high-grade gold mineralization and strong oxide recoveries, supporting project economics.K2 Gold: Mojave’s High-Grade Core Continues to Hold Together · Mining Stock Daily · Sep 30
- Drill results and a fully permitted mill suggest upside for a restart and district consolidation.Nuvau Minerals: A Forgotten Quebec Mining District Gets a New Look · Mining Stock Daily · Sep 29
- Multiple junior explorers reported positive drill and production results across copper, gold and silver projects.Morning Briefing: Hercules Metals Intersects 0.58% CuEq over 287 m · Mining Stock Daily · Sep 30
- Multiple drilling results with high-grade intercepts and resource growth suggest upside for explorers.Morning Briefing: Equinox Gold Shares Canadian Exploration Success · Mining Stock Daily · Sep 29
- Management sees strong domestic policy support and a larger resource that could advance the project toward development.Stillwater West Triples in Size and Pivots Toward Development · Mining Stock Daily · Sep 28
Show 7 moreShow fewer
- Upgraded high-grade resource and a PEA underway suggest a developable, expanding project with strong economics.Mithril Silver & Gold Looks to Double Its Resource at Copalquin · Mining Stock Daily · Sep 28
- Project Vault and Ex-Im financing aim to build supply chain security and capital for minerals projects.Ep 163: John Jovanovic on Turning Around the U.S. Export-Import Bank, Trump’s $12B Critical Mineral Reserve, and "Revenge of the Physical World" · Joe Lonsdale: American Optimist · Sep 29
- With China supplying most rare earths, domestic mining and processing are presented as strategically essential and re-rated.The WINNING investment strategy for the America-first bull market! · Full Signal · Sep 30
- Recycling used fuel reduces dependence on new uranium mining and fuel supply-chain risk.#1,090 Changing the Nuclear Model with John Hanson · The Ranch Podcast · Oct 1
- Record-low inventories and stockpiling suggest copper could rally sharply into 2027.Daily Digest Sep 29: Anthropic Records $42 B Loss, OpenAI Scraps Astra, Taxpayers Paid $600 M for Vaccine Data They Can't Get · Peak Prosperity · Sep 29
- Analysts see scarce tungsten supply tightening as China restricts exports, favoring miners controlling tungsten.Daily Digest Sep 28: Trump's FDA Pick Says Vaccines Safe and Effective, Italy Caps Fuel Prices, Gates Says AI Can Kill Billions · Peak Prosperity · Sep 28
- Onshoring critical mineral extraction, including biology-based rare earth methods, is a growing priority.When Does “Too Early” Become “Right Now”? | Zachary Bogue, DCVC · Ex Machina Podcast · Sep 30
Bearish 5
- China's rare earth dominance leaves allies exposed, and controls are set to return.Regional Reactions to the US-China Summit · Hudson Institute Events Podcast · Oct 1
- China controls most rare earth mining and processing, and the export pause lasts only until early 2027.TAPPED: A Managed Cold War · Politicology · Oct 3
- US dependence on Chinese rare earths is a vulnerability, and the trade truce's short extension unsettles firms.What's next for US-China relations after Xi Jinping's state visit? · The Beijing Brief · Sep 30
- Copper supply is growing and Chinese demand is weakening, with inventories at 20-year highs.The Outlook for Energy and Natural Resources Stocks · Barron's Live · Sep 29
- Describes gold miners and loggers destroying rainforest, a threat to protected land.Most Replayed Moment: I Met An Uncontacted Tribe! The Secret World Hidden In The Amazon Rainforest - Paul Rosolie · The Diary Of A CEO with Steven Bartlett · Oct 2
Mixed 5
- Demand is rising, but processing bottlenecks, price volatility and slow capacity buildout complicate supply.Guest: Clarie Li of Moody’s Ratings on vulnerable critical minerals; Cargo thefts intensify; Who pays for warehouse fires? · Logistics Matters with DC VELOCITY · Oct 2
- Gold M&A and discoveries are positive, but rare earth workforce shortages pose a longer-term constraint.Morning Briefing: North Star Reject Gold Fields Bid · Mining Stock Daily · Sep 28
- Uranium Energy holds inventory to keep exposure to future prices, but no sale or price gain is assured.Daily Earnings: Volume, Inventory and Capacity | CCL, KMX, UEC | Sep 29 · Earnings Unscripted: Stock Earnings Calls & Analysis · Sep 30
- Copper output constrained by declining ore grades and longer mine lead times, with drought risks secondary.E254｜超级厄尔尼诺来了，我们的日常所需真会因它涨价吗？ · 硅谷101 · Sep 29
- Supply chain talks on rare earths are noted, with further negotiations expected but no clear outcome.Satoshi (AI) + Blockchain DXB 🔴 28th Sep 🔴 🔴 China–U.S. Historic State Visit 👀 CFTC Targets Cash FX 🔴 Vitalik: Ethereum’s 2030 vision ⭕️ OpenAI + Anthropic Senate Probe in AUS · Blockchain DXB · Sep 28
Neutral 2
- China's dominance in rare earth processing gives it leverage the US relies on.U.S.-China : A new superpower détente? · In Focus by The Hindu · Oct 2
- Northern Star rejected an unsolicited takeover bid from Gold Fields as opportunistic.The Daily Allocator: Boeing's landing-software flaw, Northern Star says no, and futures turn lower · The Angus Briefing · Sep 28
Around it
Companies named
- Gold Fields2
- Glencore2
- Mithril Silver & Gold1
- North Star Resources1
- MP Materials1
- USA Rare Earth1
Shows that covered it most
- Mining Stock Daily8
- Peak Prosperity2
- Blockchain DXB1
- The Angus Briefing1
- 硅谷1011
- Barron's Live1
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
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