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Uranium Update from Per's Cabin – The Sequel
Episode 96
While southern Europe suffers through its latest heatwave, our resident Director of Nuclear Fuel has wisely decamped to the cool serenity of his cabi…
6 hours ago
BESS - Lithium's Second Act
Episode 95
While EVs still represent the lion’s share of lithium demand, a new use case has arrived in the form of BESS - Battery Energy Storage Systems. Used i…
2 weeks ago
Building Energy Security the Chinese Way
Episode 94
When it comes to energy, and nuclear in particular, China is doing things differently. As our guest puts it - China has clearly taken the approach th…
1 month, 2 weeks ago
Rare Earth Elements - The Physical AI Conundrum
Episode 93
With growing talk of robots entering mainstream society, AI may indeed “go physical” in the next few years, but not without a secure, abundant supply…
2 months ago
The Core Case for Uranium
Episode 92
Model the foreseeable demand from the world’s nuclear fleet, including restarts, life extensions and new units coming online. Then model the foreseea…
2 months, 2 weeks ago
A New Rare Earths Supply Chain Is Taking Shape
Episode 91
Rare earths are at the center of a global power struggle. In this episode, Canaccord Genuity mining analyst Reg Spencer unpacks the widening gap betw…
2 months, 4 weeks ago
Fueling the Commodities Cycle
Episode 90
With the recent run up in gold and silver prices, some investors may feel this cycle is over. Not so suggests Adam Rozencwajg. A key element of every…
3 months, 1 week ago
The Future of Sound Money
Episode 89
In recent times, we have seen gold hit multiple all-time highs (53 of these milestones in 2025 alone) and substantial buying by non-western central b…
3 months, 3 weeks ago
Mining for Our Future
Episode 88
Copper, lithium, rare earth metals and other critical materials are taking center stage as strategic industries including defense, AI, and energy see…
4 months, 1 week ago
The Case for Physical Custody of Everything
Episode 87
Craig Tindale’s essay, The Return of Matter: Western Democracies' Material Impairment, has become something of a sensation since being published in D…
4 months, 3 weeks ago