March 22, 2025

Joe Mazumdar & Dan Steffens - Investing In Gold, Copper, Nat Gas & Oil Stocks: Equity Performance, Sector Trends and Opportunities

1 hour 2 minutes

Welcome to The KE Report Weekend Show!

On this weekend’s show, we focus on resource stocks, covering gold, copper, natural gas, and oil. We review equity performance, highlight sector trends, and discuss where some of the best opportunities may lie.

If you enjoy the show, be sure to explore our website (kereport.com), podcast feed (KER Podcast), YouTube channel, and follow us on X for more market commentary and company interviews. Don’t forget to subscribe and leave us a review!

Segment 1 & 2 - Joe Mazumdar, Editor of Exploration Insights, shares his insights on recent breakouts in gold, silver, and copper, noting that mid-tier producers offer better growth prospects than majors through M&A and reserve expansion. He highlights strategic investments by producers in juniors, the importance of jurisdictional advantages in the U.S., and the growing role of critical minerals like antimony in both permitting and government funding.

Click here to visit the Exploration Insights website to follow along with Joe.

Segment 3 & 4 - Dan Steffens, President of the Energy Prospectus Group, discusses the strength of natural gas prices as storage levels remain low and demand for LNG exports grows. He highlights the rapid expansion of U.S. and Canadian LNG export capacity, which is expected to tighten supply further and drive prices higher. Dan also shares his top stock picks for companies best positioned to benefit from rising gas prices, emphasizing those with strong marketing strategies and premium pricing access. Additionally, he examines the potential impact of tariffs on Canadian energy stocks and identifies undervalued opportunities in the sector.

Click here to visit the Energy Prospectus Group website for more energy market and stock analysis. Also you can email Dan for his recently updated company profiles at [email protected]. Or myself at [email protected].

...more