OnAir @ IMARC: Peter Wright, executive director of Greenwing

OnAir @ IMARC: Greg Hall CEO from Alligator Energy jumps on

‘Don’t conflate the energy transition with electric vehicles – the future is more bullish than we realise’.

Rick Rule jumps back on the mic for part two, where he covers

0:50 – Silver versus coal – what’s the most hated commodity

4:49 – Coal produces raking in the profits but narrative drives investors away

7:25 – Understanding the silver fundamentals

13:12 – The fastest growing use of silver

14:15 – Vanadium’s place in the energy transition

19:17 – The electrification of everything has decades to run

Want Rick to rank your portfolio? Go here: https://ruleinvestmentmedia.com/

Learn more about Rick’s bootcamps here: https://ruleclassroom.com/

Rick Rule joins Shae Russell to discuss the next generation of resource investors, why the uranium bull market still has room to run and the most hated commodity right now. Part two will play next.

1:41 – The next generation of investor

6:43 – Family offices increasingly fund new explorers

10:54 – Time in the market is better than timing the market

14:25 – Australia continues to benefit from the Inflation Reduction Act

18:53 – What happened to the long term investor?

22:23 – Uranium bull market here to stay

Silver at the surface, zinc in the middle and copper down below.

In this episode, Donald Garner, managing director of Iltanti Resources [ASX:ILT] explains the historical mining of the company’s Herberton project, it's sheer size and scale still to be revealed and why we need to explore for more base metals to make the energy transition happen.   

Timestamps:

2:31 - Diverse projects and one with historic mining

5:22 – Herberton project full of critical minerals

8:14 – ‘Big’ system, potential for a high grade mineralisation

10:33 – Minerals stacked on minerals stacked on minerals

13:32 – Lithium isn’t the only mineral for the energy transition

18:26 – The best unexplored silver project in Australia

23:24 – Ethical mindset the start

If you would like to learn more about Iltani Resources go here: iltaniresources.com.au

Blurb: In this episode, James May from Jervois Global explains

TIMESTAMPS:

3:29 – Finland role as a specialty metals refining hub outside China  

22:15 – The strategic move into nickel

24:29 – Three projects generating  revenue in less than two years

Resources news in under 15 minutes (almost): In this episode

0:51 – Gold falls but Asian bar demand is up

2:16 – Iron ore rallies on the stimulus fairytale

3:40 – ‘Only noise’ is needed to push crude to USD$100 per barrel

6:22 – September uranium rally a taste of what’s to come

7:40 – Uranium’s two prices

12:25 – The legacy clause sucking up uranium supply

Sean Modd from Modd Co Capital is back on the mic for part two of our agriculture commodities chat. Today Sean talks about the risks of Ukraine swapping out wheat crops for sunflower seeds, why Russia needs the Odessa port, the two countries driving up Australia’s milk prices and the risks changing weather patterns mean for global agriculture.

Timestamps:

1:18 – The seaport favoured since Catherine the Great

5:50 – Ukraine may swap wheat for sunflower seeds this planting season

7:06 – Rising wheat prices have always led to a revolution

9:30 – Australia can feed itself but vulnerable to the global price of commodities

11:40 – India’s demand for ice cream is partly responsible

16:30 – US labour dairy cow shortages is adding pressure to

21:31 – Agriculture supply disruptions from La Nina and El Nino

24:51 - Genetically modified food will increase to offset changing weather patterns

28:33 – Fossil fuels that make up petrochemicals are an important part of agriculture

33:55 – The breakfast cocktail of choice

Part 1 with Sean can be found here: (aired 4th September) https://open.spotify.com/episode/03haP6Zfv2Mzo0OgbX5QfY?si=0bbec70503264b87

In this episode, Stan Wholley, managing director of soon to list CGN Resources, discusses why they’ve headed out to the West Arunta – one of the most remote places in Australia – to unearth a potential iron oxide copper gold deposit, plus while there CGN says the ground is also highly prospective for nick sulphides, a smattering of cobalt and even rare earths.

Timestamps:

2:23 – GCN Resources is new to the ASX but a decade in the making

5:19 – The West Arunta – Australia’s last frontier for major discoveries

8:40 – The new ‘elephant’ country

12:12 – Six targets at IPO, plus another the potential to add 10 more

15:10 – An accidental copper discovery

18:58 – Nimble management will allow exploration to follow the rock story

24:02 – Drilling will start the day CGN Resources hits the ASX

27:03 – IOCG prospects Tantor and Surus to be drilled first

31:28 – A classic drink and famous elephants

Learn more about CGN Resources here: CGNResources.com.au

Rising food prices are here to stay, and it has nothing to do with central banks. Join Shae Russell and agricultural commodities trader

Timestamps:

2:45 – How the financial crisis birthed an agricultural commodities trader

5:15 – Trading resources versus agriculture

8:42 – Cooking with Commodities meets Cocktails & Commodities

11:42 – We can’t blame central banks for rising food prices

13:45 – Greening disease may hurt Brazil’s orange crops as well

18:33 – Tea is too complicated for the futures market

23:32 – Ghana and the Ivory Coast control the cocoa trade

29:09 – Chocolate risks becoming political

31:37 – The wage income differential