Energy, Power and Materials
Critical minerals and mining
copper, uranium, rare earths, miners
- Episodes
- 48
- Share
- 5.1%
- Shows
- 16
- Net sentiment
- +0.77
Up from 3.4% of episodes in the weeks before; net sentiment was +0.59.
Bullish 39Mixed 7Neutral 0Bearish 2
5 weeks
Share of each week's episodes, and net sentiment.
0%2%4%
Sep 21Sep 28Oct 5Oct 12Oct 19
Net sentiment
−10+1
Sep 21Sep 28Oct 5Oct 12Oct 19
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bullish 39
- Management highlights large lithium tonnage and high grades at Trigonning South, suggesting significant upside potential.2517: Huge upside at Cornish Tin & Lithium's Tregonning project · The Vox Markets Podcast · Oct 21
- Resource growth and high-grade drill results support upside potential for Altamira's gold project.How Big Does Altamira Gold's Maria Bonita Need to Be? CEO Michael Bennett Has a Number in Mind · Mining Stock Daily · Oct 19
- Copper prices near record levels make the exploration program attractive and timing favorable for the company.Solis Minerals outlines Peru drilling and Brazil assays · Proactive - Interviews for investors · Oct 20
- Drilling results and partner-funded programmes at multiple uranium, zinc and gold projects suggest upside for the company.Eagle Plains Resources (TSXV:EPL) - Strong Revenue Year, Partner-Funded Drill Programme Advances · Company Interviews · Oct 24
- Management sees strong copper demand and scarce independent projects, arguing the company's valuation should rise after its PFS.Koryx Copper (TSXV:KRY) - Upsized Haib Copper Project PFS Due by November Targeting Over 100,000 tpa · Company Interviews · Oct 23
- Shallow, broad copper intersections and a possible porphyry system suggest scale and value upside for the project.Cobra Resources (LSE:COBR) - Shallow Copper Assays Strengthen Manna Hill Porphyry Case · Company Interviews · Oct 23
Show 33 moreShow fewer
- Drilling results and a pending PEA point to a potential gold mine and resource growth at Perfect Storm and Goldstorm.Tudor Gold Expands Perfectstorm Drilling as Goldstorm PEA Nears · Mining Stock Daily · Oct 22
- Antimony is strategic and supply security is a national priority, supporting the company's US mineral assets.Krait Critical Minerals expands US Antimony portfolio with Nevada acquisition · Proactive - Interviews for investors · Oct 22
- Management sees strong upside from drilling to double Sun's resource and advance Smucker to NI 43-101 standards.Two VMS Projects, One Big Alaska Opportunity: Valhalla Metals in the Ambler District · Mining Stock Daily · Oct 22
- New high-grade gold results and a likely higher resource estimate are seen as accretive to Parbec.Renforth Resources CEO targets Parbec resource boost after new gold discoveries · Proactive - Interviews for investors · Oct 21
- Drill results show a new porphyry copper-gold-moly system, a potentially valuable discovery for the company.Yukon Metals Targets Porphyry Core After Viper Drill Results At AZ · Mining Stock Daily · Oct 21
- Expanding high-grade gold and silver drilling at La Manchuria suggests a potential mine with strong growth and margins.Astra Exploration (TSXV:ASTR) - Chases Million-Ounce Scale as Largest Drill Season Begins · Company Interviews · Oct 21
- Pre-feasibility study shows a long-life, economic clay lithium deposit with strong grade and planned development.With PFS in Hand, Surge Battery Metals Seeks Partners for Nevada North · Mining Stock Daily · Oct 20
- Lower-capex concentrate route and strong gold market could speed Goldfields development and cash flow.Fortune Bay Eyes a Faster, Lower Cost Start at Goldfields · Mining Stock Daily · Oct 20
- Copper demand from defense and AI data centers supports the Johnson Camp mine and resource expansion.Gunnison Copper welcomes special guest as company to debuts on NYSE American under GUNN ticker · Proactive - Interviews for investors · Oct 23
- Interview promotes high-grade gold and antimony resource with cheap drilling and strong infrastructure as an attractive mining opportunity.Galway Metals (TSXV:GWM) - C$14M Secured, High-Grade Gold with Antimony Upside Ahead of 2027 PEA · Company Interviews · Oct 21
- Ballywire's copper, zinc and silver discovery and Europe's critical raw materials push support upside for the project.Group Eleven Resources (TSXV:ZNG) - Copper Takes Center Stage at Ballywire · Company Interviews · Oct 21
- Management argues the adjacent geology resembles a tier-one copper system, supporting upside potential for the project.Leviathan Metals (TSXV:LVX) - Advancing Central Copper in Botswana, Drill Assays Ahead · Company Interviews · Oct 21
- Management sees strong North American demand for critical minerals and expects Panther to benefit from supply needs.2516: Panther Metals to list on CSE · The Vox Markets Podcast · Oct 20
- Multiple explorers report strong gold drill results and expanding deposits, supporting upside for these juniors.Morning Briefing: Collective Mining Extends Apollo Ramp Zone and K2 Gold Reports Strong Dragonfly Drill Results · Mining Stock Daily · Oct 20
- Copper deficit and premium blister copper quality give Meridian strong negotiating leverage with buyers.Meridian Mining's Next Big Catalyst: Financing Cabaçal · Mining Stock Daily · Oct 22
- Drilling success, copper and gallium potential and government interest support the company's prospects.Alaska Silver CEO Aaron Schutt on a Record 9,496 Metres at Illinois Creek · Mining Stock Daily · Oct 20
- Mining jurisdictions like Guyana and Uruguay are presented as open for development, with projects advancing.Gold Frontiers in Guyana and Uruguay: Listings, Drill Rigs, Near-Term Catalysts · Company Interviews · Oct 24
- Copper, lithium and gold royalty assets are positioned for growth, with Los Azules and Mariana expected to generate cash flow.2518: Rundown on TNR's portfolio · The Vox Markets Podcast · Oct 23
- Management sees Barbrook gold restart and full ownership as a path to near-term cash flow.Metals One eyes Barbrook gold restart as it moves to take full control of South African assets · Proactive - Interviews for investors · Oct 22
- Company argues its phosphate project can supply domestic fertiliser demand, with a clear market-to-mine strategy.Canadian Phosphate targets Canada's fertiliser supply · Proactive - Interviews for investors · Oct 19
- Western price floors and supply-chain pressure are lifting rare earth prices and pricing for Rainbow's heavy elements.Rainbow Rare Earths eyes US listing as Phalaborwa and Brazil projects advance · Proactive - Interviews for investors · Oct 21
- Expanded resource, improved recoveries and a staged build-out strengthen the mining development case.New Found Gold (TSX:NFGC) - Queensway PEA & MRE Update · Company Interviews · Oct 25
- Strong gold-mining economics and a favorable equity market support restarting an old mine and expanding it.Horizon Gold DFS: Eyes 2028 production at Gum Creek · Proactive - Interviews for investors · Oct 20
- Royalty assets on copper and lithium projects in Argentina are expected to generate future cash flows as they reach production.2515: TNR Gold’s successful strategy highlighted by Altius approach · The Vox Markets Podcast · Oct 19
- Gold production ramp-up, low costs, and uranium resource upgrade drive the growth case.West Wits Mining (ASX:WWI) - 'Undervalued?' Investment series, with Rudi Deysel · Company Interviews · Oct 24
- Higher-grade drilling results and restart plans point to upside for the Manhattan resource.Scorpio Weighs Gold Wedge Underground Restart After Higher Grade Drilling · Mining Stock Daily · Oct 21
- Projected uranium supply deficit and long mine lead times point to higher long-term uranium prices.Orderpad | Uranium Stocks Down 20%+! Nuclear Energy Boom & 2 ASX Stock Picks (URNM & SLX) · Talk Money To Me · Oct 22
- Forecast of a copper supply shortage from 2028 needing large mine investment supports the copper outlook.Morning Briefing: Hudbay and Magna Greenlight Copper Projects; AbraSilver Reports Its Strongest Gold Intercept · Mining Stock Daily · Oct 21
- Canada's 100% first-year mine depreciation and faster permitting should attract investment and M&A in Canadian miners.Michael Gentile Sees a Major Opportunity in Canadian Mining · Mining Stock Daily · Oct 20
- Host argues silver supply is constrained as most output is a copper, lead and zinc byproduct.Silver Analysts FIGHT! 🥊 Here’s What to EXPECT (Gold & Silver Price News) · SILVER / GOLD / $UFD: Surviving Global Economic Shifts | RONS BASEMENT · Oct 20
- Project Vault's up to $1 billion in loans supports secure critical mineral supply for manufacturers.Morning Briefing: Gold and Silver Under Pressure; Heliostar Reports High-Grade Gold at Ana Paula · Mining Stock Daily · Oct 19
- US tariff stockpiling and Chinese recycled-copper shortfall tighten copper, with forecast 10% upside.Why Oil Prices Are Surging Despite Recovering Supply · Exchanges · Oct 23
- Copper up 35% year over year, with further upside expected as US and China compete for metal.Why Oil Prices Are Surging Despite Recovering Supply · Exchanges · Oct 23
Bearish 2
- Chinese rare earth licensing can be withdrawn at any time, leaving European supply chains exposed.EU-China trade talks: Can Europe bargain with Beijing? · Geopolitics and Business · Oct 19
- Rare earth magnet supply is dominated by China and US policy has been slow to respond.Building our piece of the electric stack · Volts · Oct 23
Mixed 7
- Term contracting is strong and prices near $90, but developers struggle to fund new mines amid weak equities.October 20, 2026: Contracts come before new mines · Uranium Spotlight: Nuclear's Resurgence in a Clean Energy World · Oct 20
- Debate over whether African ownership of minerals and value addition matter versus revenue use and Chinese control.Why Africa Matters to China · The China in Africa Podcast · Oct 20
- China's dominance over rare earths gives it leverage over chip and AI supply chains.The Quiet Dragon: Why President Xi Came Solo to Face Trump · On The Ground in China · Oct 19
- Rare earth magnets are about 90% foreign-sourced, creating supply risk that drives rare-earth-free alternatives.The Next AI Breakthrough Isn't Chips — It's What They're Made Of (with Shalini Sharma, Ph.D.) · Chip Stock Investor Podcast · Oct 23
- Brazil's rare earth and niobium deposits attract foreign interest, but the government reacted late to USA Rare Earth's acquisition.The World Cup of Politics (Brazil Elections) · The Jacob Shapiro Podcast · Oct 23
- Rare earth dependence on China is a major lever, though allied supply chains remain a long-term project.The Eurofile Live: Are Europe and China on an Economic Collision Course? · The Eurofile · Oct 22
Around it
Companies named
- TNR Gold2
- Cameco2
- Altamira Gold1
- Canada Phosphate1
- Mariana Lithium1
- Los Azules1
Shows that covered it most
- Mining Stock Daily13
- Company Interviews10
- Proactive - Interviews for investors8
- The Vox Markets Podcast4
- Exchanges2
- Geopolitics and Business1
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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