Energy, Power and Materials
Critical minerals and mining
copper, uranium, rare earths, miners
- Episodes
- 33
- Share
- 3.3%
- Shows
- 18
- Net sentiment
- +0.64
Up from 2.5% of episodes in the weeks before; net sentiment was +0.55.
Bullish 24Mixed 6Neutral 0Bearish 3
3 weeks
Share of each week's episodes, and net sentiment.
0%2%4%
Sep 21Sep 28Oct 5
Net sentiment
−10+1
Sep 21Sep 28Oct 5
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bullish 24
- Drill results show high grades and wider zones, supporting resource growth and a planned PEA for the company.Fox Tungsten reports initial assays from 20,000-metre 2026 drill program in BC · Proactive - Interviews for investors · Oct 9
- Exploration success at Intersection and Cape Rey points to resource growth and new discovery potential.100.5 g/t gold result boosts AuMEGA Metals exploration · Proactive - Interviews for investors · Oct 8
- Company is advancing uranium exploration projects, with expected growth in demand for uranium as electricity needs rise.Radiant Uranium advances Cross Lake exploration as Uranium demand continues to grow · Proactive - Interviews for investors · Oct 9
- Management argues gold and silver are in a super cycle and the new targets could materially grow the company.Starcore identifies four exploration targets at San Martin Mine in Mexico · Proactive - Interviews for investors · Oct 9
- Management sees high-grade copper-zinc resources and a plan to double them as value-accretive.Valhalla Metals (TSXV:VMXX) - Major Backed Bid to Double Alaska Copper-Zinc Resource · Company Interviews · Oct 8
- Historical drill data reveals promising porphyry copper-gold targets, a value-creating discovery at low cost.Great Plains Metals identifies high-grade porphyry copper-gold targets at Goodrich · Proactive - Interviews for investors · Oct 8
Show 18 moreShow fewer
- Management frames high-grade silver, antimony and gold veins and a potential porphyry system as an exciting exploration upside.Royal Road Minerals CEO: Margaritas silver veins hint at deeper porphyry system · Proactive - Interviews for investors · Oct 8
- Victoria's extended mineralization and bulk-tonnage potential suggest a growing critical minerals resource with upside.Renforth extends Victoria nickel-cobalt mineralization as Queen’s processing study advances · Proactive - Interviews for investors · Oct 8
- Levack restart economics, fast payback and copper-precious metal upside make the project attractive for investors.Magna Mining Moves Forward With Levack Mine Restart · Mining Stock Daily · Oct 8
- Explorer drilling shows flat, shallow polymetallic mineralization that could support an economic mine.Cupani Metals Targets a Raglan-Scale Copper-Nickel System at Blue Lake · Mining Stock Daily · Oct 7
- Gold and antimony prices and historic high-grade veins support the economics of the exploration target.Au Gold (TSXV:AUGC) - Maiden Victorian Gold-Antimony Drilling Set for Late 2026 · Company Interviews · Oct 7
- Project economics look strong at current lithium prices, with high margins and a low capex build.Lithium Ionic (TSXV:LTH) - Sub-$200M Build, $2B NPV at Today's Lithium Prices · Company Interviews · Oct 9
- Strong government and corporate interest in rare earths, copper and critical minerals supports the company's projects.Eastport Critical Metals advances uranium, rare earths and copper-nickel projects in Botswana · Proactive - Interviews for investors · Oct 9
- US security demand for titanium, graphite and heavy rare earths supports the project's strategic value and pricing.Sovereign Metals (ASX:SVM) - US-Aligned Strategy Reshapes $750M Kasiya Funding Plan · Company Interviews · Oct 10
- Management sees copper scarcity and strong demand for mid-tier supply, supporting the project's valuation case.Cobra Resources (LSE:COBR) - Two New Zones Widen Manna Hill Copper Footprint in South Australia · Company Interviews · Oct 10
- Multiple junior miners reported strong drill and assay results, supporting exploration upside.Morning Briefing: Magna Mining Publish Levack PEA and Give Approval for Restart · Mining Stock Daily · Oct 8
- Uranium supply is tight and prices could rise to $150 to $200 a pound over the cycle.Uranium’s Supply Crunch Is Getting Worse — And Prices Could Go Much Higher · Wealthion · Oct 7
- Indonesian supply cuts and rising prices improve nickel economics for Magna's Sudbury deposits.[REPLAY] Jason Jessup (Pt. 2): Thinking Bigger Than FNX Mining · Value Hive Podcast · Oct 9
- Declining copper grades reduce byproduct silver output, tightening future silver supply.**Silver Investors!** ⏰⏰ You Best HEAR This NEXT LEVEL Idea - (Gold and Precious Metals) · SILVER / GOLD / $UFD: Surviving Global Economic Shifts | RONS BASEMENT · Oct 10
- China dominates rare earth supply, giving it leverage and making US dependence a key bargaining point.Trump Needs China — But China Wants a Multipolar World | Silk and Steel · UK Column News · Oct 7
- Coal mine activity is picking up after years of decline, lifting mining equipment demand.EP. 54: Is The AI Boom Causing Machinery Scarcity? · Pitch The PM · Oct 8
- Efforts to build China-free rare earth supply chains are gaining traction despite multi-year timelines.Ten31 Timestamp: Gilt Trip · TFTC: A Bitcoin Podcast · Oct 5
- Metals and rare earths are expected to grow in line with power markets and electrification.EP231: Good Call Bad Call FAQ on Oil Markets · Super-Spiked Podcast · Oct 10
- Materials that reduce reliance on rare earths and cobalt in magnets and batteries would be valuable.Synthesis Superintelligence: from Semiconductors to Superconductors — Periodic Labs’ Liam Fedus and Ekin Dogus Cubuk · Latent Space · Oct 8
Bearish 3
- Rare earth magnet export controls and quota rumors create supply risk for servo motors used in robots.The Quiet War Over Robot Actuator Supply Chains · The Robotics Business with Fexingo: Automation, Industrial Robots, and Hardware Startups · Oct 10
- Afrimat's iron ore and anthracite businesses took heavy losses from freight costs and permitting delays.From just R15k to 6 million SA socks. Plus: A storm at Afrimat · Bruce Whitfield’s Business Week · Oct 8
- China's rare earth export controls were the most effective coercive tool, threatening US automakers and batteries.How to deter China over Taiwan without poking Beijing in the eye | Zack Cooper · Defense Disrupted · Oct 8
Mixed 6
- Copper deficit thesis is real but underpriced, while lithium cycle looks ambiguous with possible 2027 surplus risk.The World Is Underestimating the Coming Copper Crisis | Will Thompson · Mining Stock Daily · Oct 9
- Strike threats at Escondida and Centinela tighten supply, while Vedanta's expansion plans add future output.Brazil Heads to a Runoff and Vale Jumps, Chile Copper Strike Clock Starts, and Vedanta Plans US$2.3 Billion Push · The Mining Insider · Oct 5
- Uranium supply deficits support prices, but Kazatomprom warns the sector has been neglected for years.Highlights from the 2026 World Nuclear Symposium · World Nuclear News · Oct 9
- Cobre Panama closure recommendation is less severe than first reported, with a 25-year runway and negotiation still pending.Big Canadian Deals, Micron’s AI Boom & Nike Continues to Struggle · The Canadian Investor · Oct 8
- Lithium is volatile; demand story intact but prices and execution swing widely.the call: Thursday 8 October | head to head · The Call from ausbiz · Oct 8
- Electrification supports copper demand, but the trade is crowded and volatile.the call: Wednesday 7 October · The Call from ausbiz · Oct 7
Around it
Companies named
- Magna Mining3
- Glencore 2
- Cameco 2
- Kazatomprom2
- BHP1
- Vedanta Copper1
Shows that covered it most
- Proactive - Interviews for investors8
- Company Interviews5
- Mining Stock Daily4
- The Call from ausbiz2
- TFTC: A Bitcoin Podcast1
- The Mining Insider1
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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