Natural Resource Stocks

Natural Resource Stocks

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Natural Resource Stocks episodes

  • Nicola Mining Starts New Craigmont Copper Drilling as 2026 Catalysts Build
    Recorded on April 22 2026 TSXV NIM | NASDAQ NICM Steve Yang sits down with Peter Espig to break down Nicola Mining’s 2026 roadmap across gold, silver, copper, production, exploration, and capital markets strategy. Nicola is building a British Columbia focused story around permitted assets, operating cash flow, and multiple near term catalysts that management believes can materially reshape the company’s profile. Espig explains why Dominion is targeted to begin mining in July 2026, how Treasure Mountain could reopen into a stronger silver market, and why New Craigmont is one of the most important copper exploration swings in the company’s…
    39 min
  • Northern Lights CEO Went All In On Horetzky Copper
    Recorded on April 22, 2026 CSE: NLR | OTCQB: NLRCF In this Natural Resource Stocks interview, Steve Yang speaks with Luka Capin and Bernie Kreft of Northern Lights Resources about why Horetzky in British Columbia has become the center of the company’s copper story and why management keeps drawing attention to its similarities with major Babine belt analogues. Luka explains why he went all in on Northern Lights, why he sees Horetzky as a repeatable discovery setup rather than a blind swing, and how the company is trying to turn technical work into clear drilling catalysts. Bernie discusses his long…
    20 min
  • Jim Rogers Says the U.S. Dollar Wins Because the Crowd Still Believes
    Recorded on April 21 2026 Jim Rogers returns to Natural Resource Stocks for a sharp macro discussion on why he has sold all of his U.S. stocks, why he is still holding U.S. dollar cash, and why broad confidence across markets makes him more cautious, not less. In this interview, Rogers explains how crowd psychology, central bank money creation, and an unusually long stretch of market strength can create the kind of setup that leaves investors asking harder questions. He also breaks down why he still owns gold and silver, why he is not buying more at these highs, and…
    22 min
  • Maple Gold Targets a Major Re-Rating With Resource Update and 2027 Plan
    Recorded on April 21, 2026 TSXV: MGM | OTC: MGMLF In this interview, Andy Millette sits down with Kiran Patankar, President, Chief Executive Officer and Director of Maple Gold Mines, to break down the company’s expanding 2026 exploration story across the Douay and Joutel gold projects in Québec’s Abitibi belt. Maple Gold says the current winter campaign is the largest drill program in company history, with a 30000m program already well advanced and a broader path toward nearly 100000m of drilling as the company pushes step-out growth, updated resources, and a clearer roadmap into 2027. Patankar explains why Joutel’s past-producing…
    40 min
  • Alex Krainer Says Europe Could Break Under Energy Pressure
    Recorded on April 21 2026 In this Natural Resource Stocks interview, Andy Millette sits down with Alex Krainer for a wide ranging discussion on the Iran war, the Strait of Hormuz, the Persian Gulf blockade, China trade pressure, Europe’s energy vulnerability, and the financial incentives behind permanent conflict. Krainer explains why he believes the military logic around Iran never made sense, why the blockade worsened the situation, and why the Strait of Hormuz remains one of the most important choke points in the world. He also lays out how China and Europe are exposed to shipping and energy disruptions, why…
    44 min
  • First Phosphate Says This Quebec Asset Could Electrify Half of North America
    Recorded on April 17, 2026 CSE: PHOS | FSE: KD0 | OTCQX: FRSPF | OTCQX ADR: FPHOY Steve Yang sits down with John Passalacqua, CEO and Director of First Phosphate Corp, to break down why management believes phosphate is one of the most overlooked materials in the LFP battery supply chain. The conversation covers the scale of the Bégin-Lamarche project in Saguenay Lac Saint Jean, how management frames the asset in battery terms, and why First Phosphate sees a mine to market strategy as its edge. John also explains the Quebec jurisdiction story, including workforce, roads, rail, hydroelectric power, and…
    25 min
  • Oil Is Power and Why It Still Controls the World Another Look with Tiffany Georgopoulos
    Another Look with Tiffany Georgopoulos explores why oil is not just an energy source but one of the most important strategic forces shaping geopolitics, inflation, trade, currency power, and long term market opportunity. Tiffany breaks down how oil pricing actually works, why Brent matters globally, how the petrodollar system reinforced US financial dominance, and why alternative settlement systems now matter more than most investors realize. This episode connects the Strait of Hormuz, Venezuela, structural underinvestment in energy, and the growing pressure on dollar based trade into one bigger macro framework. If you want a sharper lens on why energy keeps…
    23 min
  • Justin Huhn Says Uranium May Still Be Earlier Than Most Investors Think
    Recorded on April 16, 2026 Justin Huhn of Uranium Insider joins Steve Yang to break down why uranium surged into the high 90s and 100 area earlier this year, why it cooled back into the mid 80s, and why he believes the real signal now is not short term spot volatility but a tightening long term contracting market. Justin explains the difference between spot and term uranium, why utility demand matters more than headline price swings, and how AI, data centers, reactor restarts, life extensions, and new builds are quietly reshaping the long term demand picture. He also lays out…
    35 min
  • Borealis Mining Is Already Producing Gold While Sandman Speeds Toward Development
    Recorded on April 16 2026 TSX Venture: BOGOOTCQB: BORMFFrankfurt: L4B0 Borealis Mining is no longer just talking about production. In this interview, Kelly Malcolm explains how the company is already fully mining at the Borealis Mine in Nevada while simultaneously pushing Sandman into a much more advanced development phase. He breaks down why the latest Sandman economics changed the pace of the story, what detailed engineering and permitting work now looks like, and why metallurgy, hydrogeology, and geotechnical work matter before any true construction call. Kelly also lays out how Borealis wants mine cash flow to help fund Sandman, advance…
    15 min
  • Fusion Fuel Says It Is Building A Four-Part Energy Platform Around Real Revenue
    Recorded on April 16 2026 Fusion Fuel Green PLC trades on Nasdaq under HTOO. In this interview, John-Paul Backwell and Frederico Figueira de Chaves break down how Fusion Fuel is trying to build a diversified energy platform with current cash flow from its UAE gas business and longer-dated upside from natural gas and uranium royalties. Andy presses them on what is actually producing today, where the revenue comes from right now, and why management believes the current gas business is the real engine while royalties and BioSteam create future upside. The conversation also digs into the South Africa BioSteam rollout,…
    27 min

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