We dive into the idea of “Supercycle 2.0” — a massive, multi-decade investment and industrial boom being driven not by China’s urbanisation, but by artificial intelligence. Drawing from Simon Catt’s latest “Coffee with Catt” commentary, we explore the argument that AI is not just a software revolution; it’s fundamentally a commodities, energy, and infrastructure story.

Find the written piece at https://www.cattcalls.com/coffee-with-catt/issue-8

Join the conversation on X: @CattCalls

Companies and projects discussed:

First Tin (LSE:1SN) — Taronga Tin Project

Gippsland Critical Minerals (unlisted) — The Fingerboards Rare Earth and Zircon

Gladiator Metals (GLAD:TSX) — Whitehorse Copper Project

Sherritt International (S:TSX) — Fort Saskatchewan Nickel and Cobalt

#silver #gold #tin #commodities #investing #AI #nickel #cobalt #copper #datacentres #mining #cuba #Trump #commoditysupercycle

Tin may not grab the headlines like lithium or copper — but according to Bill Scotting of First Tin, it has the best structural dynamics of any base metal today.In this interview from Arlington Rapallo 2025, Bill sits down with Simon Catt to discuss: • Why tin is the best performing base metal in recent years • The fragile supply side — outages in Myanmar, Peru, Bolivia, Brazil, Indonesia, and the DRC • Why over 90% of tin supply from emerging markets can’t keep up with demand • First Tin’s projects in Australia (Taronga) and Germany (Tellerhäuser), and the permitting pathway ahead • His outlook on financing — from government-backed debt to strategic off-take deals • Why he believes First Tin shares could re-rate 10x over five years once projects move into construction • The role of Metals X as a shareholder and the broader strategic landscape for tin • Why the energy transition and digital transformation will keep driving tin demand higherBill also shares his personal conviction — as both CEO and shareholder — in tin’s future, and outlines how First Tin could deliver real growth for investors.🎥 Recorded live at Arlington Rapallo 2025, Villa Porto Rapallo, Italian Riviera.🎬 Filmed by ​⁠‪@MiningNetwork‬ 🌐 More at www.cattcalls.com#Tin #Mining #Investing #BaseMetals #EnergyTransition #CriticalMinerals #FirstTin #CattCalls #ArlingtonRapallo2025

WEBINAR REPLAY: The Eye of the Silver Storm | Eric Sprott, Diane Garrett & Simon Catt on Hycroft’s 200 Bagger Potential.The Eye of the Silver Storm is here.Eric Sprott (“Mr Silver”), Diane Garrett (CEO, Hycroft Mining) and Simon Catt (Catt Calls) discuss silver’s explosive setup — why Eric believes prices could reach $200 and beyond, and why Hycroft might be a 200-bagger in the making.🔹 Hycroft — America’s #1 silver & #2 gold endowment🔹 Smart Money moves — why Diane was in London meeting new investors🔹 Fosterville déjà vu — could Hycroft mirror Eric’s first billion-dollar discovery?🔹 Drill results coming — why the next assays matter mostSilver and gold may be correcting today — but the story’s only getting started.🎥 Watch more at CattCalls.com#Silver #HycroftMining #EricSprott #DianeGarrett #SimonCatt #CattCalls #200Bagger #SilverPrice #Gold #Commodities #MiningStocks #Investing #WallStreet #SilverBullRun

Advance Metals (ASX: AVM) has intersected visible gold in deep drilling at its Happy Valley Deposit, part of the Myrtleford Project in Victoria’s renowned Goldfields — extending mineralisation 140 metres below previous drilling and signalling major growth potential.🪙 Key Highlights:• Visible gold observed from 465m downhole in diamond hole AMD014A — the deepest intersection yet.• The high-grade gold system may now extend over 500m vertically, and remains open in all directions.• Logging and assays underway, with results expected late November to early December 2025.• Exploration fully funded following a recent $13 million placement to global institutional investors.Managing Director Adam McKinnon calls it “perhaps the single most significant result for the Myrtleford Project to date.”The latest step-down hole demonstrates strong continuity and high-grade tenor at depth — positioning Happy Valley as a potentially regionally significant gold discovery, comparable to early exploration success at Southern Cross Gold’s Sunday Creek.With drilling ongoing and further programs at nearby prospects like Queen of the Hills set to begin soon, Advance Metals is well-funded and ready to unlock the full potential of the Victorian Goldfields.🔗 Learn more at www.advancemetals.com.au#Gold #ASX #Mining #AdvanceMetals #Exploration #HappyValley #VictorianGoldfields #VisibleGold #GoldStocks

In this episode of Catt Calls, Simon sits down with Tony Makuch ( ‪@DSV-tv‬ ) one of the sharpest operators in the gold sector, for a wide-ranging conversation on Porcupine, Cordero, and what it actually takes to transform a mining portfolio into a tier-one, high-margin machine.Tony breaks down:• Why Porcupine might be one of the most undervalued gold assets in Canada• The path to 500,000–1,000,000 oz/year production• How margins shift when gold prices double• Turning tier-two assets into 5x–20x shareholder outcomes• Succession planning, leadership depth, and building a business that lasts decades• Why exploration upside remains huge even after 100+ years of mining in TimminsIf you want real insight into how value is created in mining (not the brochure version) this is the one to watch.📌 Subscribe to Catt Calls for unfiltered conversations from the front lines of mining, markets, and the people crazy enough to build the next generation of metals producers.#CattCalls #GoldMining #SilverMining #PorcupineGold #CorderoProject #MiningStocks #GoldInvesting #SilverInvesting #TonyMakuch #SimonCatt #MiningFinance #PreciousMetals #GoldPrice #SilverPrice #TierOneAssets

Hycroft has just delivered one of the most compelling high-grade silver intercepts seen in years — and it may change the entire investment case.In this episode of Catt Calls, Simon Catt sits down with Diane Garrett, CEO of Hycroft Mining, and Alex Davidson, Vice President of Exploration, to break down the significance of Vortex Hole 70 — over 30 metres of continuous high-grade silver averaging more than 400 g/t, with sections running as high as 700 g/t silver plus gold.Alex explains why this intercept is different: exceptional grade continuity, targeted at a key structural intersection, in an area with almost no historical drilling. The result opens up a new, three-dimensional growth story at Vortex — open to the north, south, and west — and points to scale that was not previously understood.The conversation then steps back to the bigger picture: • Why Vortex and Brimstone may represent multiple high-grade deposits within a giant system • How these discoveries differ fundamentally from Hycroft’s historic low-grade, bulk-tonnage resource • The growing case for selective underground mining as a lower-capex, higher-margin starting point • What this means for cash flow, optionality, and project sequencingDiane Garrett outlines how these discoveries are already reshaping Hycroft’s corporate and technical strategy, including: • Expansion of the 2026 exploration program • Additional drill rigs coming online • Engineering work underway on underground access • A clear path toward a maiden high-grade silver resource, expected early Q1 2026 as part of an updated technical reportThe interview wraps with a fast-paced quickfire Q&A, covering assay timelines, news flow expectations, and why Hycroft’s balance sheet, scale, and timing may be uniquely positioned as silver reasserts itself as a strategic metal.To the moon?According to the team, this may not stop there — it could be a silver solar system#HycroftMining #DianeGarrett #Catt Calls#highgradesilver #silverdiscovery#Vortexsilver #Brimstonesilver#silverintercept#silverexploration#undergroundsilvermining#mininginterview