Resource news in under 15 mins: Property woes grip China, dragging the Aussie dollar down with it, but it’s not the only factor putting pressure on the currency. Gold heads south for the Australian winter yet copper and silver turn north. Plus, one bank makes a contrarian call on oil…

Timestamps:

0:35 - Gold heads south…will it retest US$1,840?    

1:50 – Silver and copper move up on low stockpiles

3:54 – Oil bulls warn there’s an oil deficit coming   

5:44 – One bank says the opposite…and that oil will see big falls next year

7:15 – Chinese property developer defaults on payments, spooks the Aussie dollar

9:20 – Imported inflation: The problem the RBA hasn’t talked about

10:05 – Aussie dollar: Lower for longer

11:45 – Aussie’s aren’t familiar with long term currency weakness 

13:20 – Would a weak Aussie dollar lead to a resurgence in local manufacturing?

Resource news in under 15 mins: Rumblings in the LNG market could see natural gas prices double, gold dips and looks set to go lower, and China pursues the tech war with gusto but its recent announcement of export controls on semiconductor metals has had unintentional consequences.

Timestamps

0:34 – Gold dips as US inflation falls  

2:24 – Strike action threatens gas prices

4:28 – No big bang for Chinese stimulus

5:54 – US locks China out of the computer chip market

7:40 – China hits back with export controls for two metals

8:55 – The unintended consequences of political policy

10:00 - The secret metal to high powered electronics

12:23 – Iltani Resources has Australia’s highest grade indium deposit

Without silver, there’s no computers, no phone, no solar panels, or even light switches. The ‘other’ precious metal is both a commodity and a precious metal. Today, Andy Schectman, CEO of Miles Franklin Precious Metals joins Shae Russell as they discuss silver’s duality, the role it plays from green technology to military applications and why

Timestamps:

2:33 – Understanding silver’s duality as a metal

4:21 – From green technology to military applications

8:08 – The 200 million ounce deficit

11:29 – ‘Investor’s don’t buy silver when it’s on sale’

15:14 ­– The generational disconnect from precious metals

18:11 – How a banking crisis brought people to gold and silver

24:15 – Maple Leaf’s or Silver Eagle’s?

26:11 – Make it a double

Resource news in under 15 minutes: Copper, tin and silver to name just a few metals are all in short supply, the best is still to come for mineral exploration, Jim Rickards on the rise of the BRICS power bloc, investing lessons from Rick Rule and too many stock holders are looking for quick gains and have forgotten patience required for long term gains.

Timestamps

1:09 – Spot silver falls…but we desperately need to find more  

2:48 – Fed says there’ll be a soft landing, several others say a US recession is inevitable

4:18 – Crude rallies, copper holds but Chinese stimulus set to disappoint

5:32 – OJ futures hit all time high

6:18 – Obscure metal rallies

7:37 – ‘This was a metals conference’

9:07 – Geologist says the resource industry is ready to blossom

10:02 – Jim Rickards on the rise of the BRICS power bloc

12:03 – Do investors not know how to invest anymore?

13:00 - Investing lessons from Rick Rule

Dan Porter from Pure Asset Management comes back for the final installment, where he and Shae Russell discuss why incumbent energy systems don’t turn on a dime, how permitting and funding are slowing down the energy transition and the two critical minerals you must put on your watch list.

Timestamps

00:58 – The energy transition is about moving from ‘liquids to solids’

3:19 – To achieve any of the ESG requirements you need a lot more mining

4:16 – Permitting times for mining have blown out in the past decade

7:40 – Metals exchanges are drained of stockpiles

9:46 – Enormous opportunities for investors when lack of supply is realised

12:58 – There are very few fund manager ‘eyes’ on the resource industry

14:48 – Can Australia become a critical minerals processor?

20:21 – Price floors are becoming more common in offtake agreements

22:53 – The struggle to lock in a long term supply of minerals

23:55 – Two battery metals for your watch list: one for EVs and one for large battery storage

26:30 – What pairs well with a steak

Find part 1 here: https://open.spotify.com/episode/1xFP81Li9q12YZfuplcnLu?si=hwGBE8Y9QKWXgvsnpsLvqg

Dan Porter from Pure Asset Management joins Shae Russell in

Timestamps:

1:35 – From coal analyst to resource fund manager

4:32 – The ultimate contrarian indicator

5:36 – Why we rely on alternating current rather than direct current electricity

8:33 – Our centralised energy systems

11:23: - Solar energy is significantly cheaper yet the infrastructure

12:26 – The missing trillion dollars from the energy transition equation

16:55 – Baseload power is needed overnight

21:31 – Intermittent energy needs

Resource news in under 15 minutes: Markets hinge on hope for Chinese stimulus but it may not come the way we remember it. Silver joins gold

Timestamps:

0:38 – Disappointing Chinese data leaves markets hoping for stimulus that may never come

3:03 – Gold reaches a five week high

4:22 – Silver breaks through past resistance

5:03 – Coppers moves higher on stockpile concerns

5:45 – Are traders becoming bullish on oil?

7:09 – Orange juice rallies and the Duke Brothers finally win

10:00 – Russia ends the Black Sea Grain Initiative

11:35 – There’s no switch to EVs without graphite

Recorded live at the Mines & Money Connect Melbourne conference

Timestamps

1:22 – Three things impacting commodities right now

2:25 - Breaking down the moving parts within ESG

5:48 – The underinvestment in energy

7:31 – A wall of money is behind the energy transition

11:32 - How the Inflation Reduction Act could benefit Australian and Canadian explorers

13:04 – High inflation costs are causing feasibility studies to be redone

15:51 – Two metals investors should consider

18:17 – Is this breakfast martini?

If you would like to more learn more about the Lowell Resources Fund go here: https://www.lowellresourcesfundsmanagement.com.au

Resource news in under 15 minutes: Gold remains subdued, the silver price goes nowhere though ANZ bank warns of a shortage, Brent is moves higher but can it hold? Copper traders are puzzled as stockpiles are drained but it’s not matched up with demand, cobalt rallies but why, keep your eyes on the wheat price for the next week, two companies debut on the ASX and what the markets think the Fed will do in July.

Time stamps

0:45 - The ASX welcomes two new explorers

1:17 – Gold range bound ahead of expected Fed July hike

2:39 – Australian bank warns of a silver deficit

6:59 – Russia may not renew Black Sea Grain corridor

10:25 – Cobalt spreads pushing cobalt price higher

13:38 – US embraces economic nationalism

In this episode, Sam Lee Mohan, Managing Director of Frontier Energy breaks down what the ‘colours’ of hydrogen really mean, how technology behind this gas will change the energy landscape and lays out two key pathways to revenue.

Timestamps:

1:50 – What is hydrogen?

3:08 – The ‘colours’ of hydrogen defines the technology used to create it

4:13 – Bringing these projects to life

9:43 – How solar farms make hydrogen green

13:13 – Revenue generation will come in two stages

15:42 – Baseload power coming off the WA grid and how Frontier Energy fits in

17:18 - Can you build it, approve it and make money from it? The three pillars underpinning Frontier Energy

19:52 – Clear pathways to revenue