Natural Resource Stocks

Natural Resource Stocks

By Natural Resource StocksBusinessNewsInvestingBusiness News
Download on the App Store

Natural Resource Stocks episodes

  • Borealis First Production Blast What Happens Next At The Nevada Gold Mine
    Recorded on 1-30-2026TSXV BOGO OTC Pink BORMF FSE L4B0 Andy Millette is on site with Kelly Malcolm President and Chief Executive Officer of Borealis Mining to break down a major restart milestone at the Borealis Gold Mine in Nevada the company’s first production blast and the immediate steps that follow. Kelly walks through what changes now that blasting is complete including excavation starting Monday and how material moves from the pit through crushing and stacking onto the heap leach pad. They map the full recovery loop from circulating solution through the heap to the ADR plant and into gold doré…
    20 min
  • SILVER TO 500: Michael Oliver’s Silver Repricing Shock
    Recorded on January 28, 2026 Michael Oliver, founder of Momentum Structural Analysis, joins Steve Yang to lay out why he believes the real driver of the next major move in metals is not a headline—it’s the bond market. Oliver explains how MSA reads “momentum structure” across asset classes to identify inflection points in gold, silver, miners, oil, the dollar, bonds, equities, and crypto before price narratives catch up. A major focus is silver: why it can go quiet for years and then reprice violently, and how the silver-to-gold relationship can shift fast in late-stage bull phases. Oliver also breaks down…
    47 min
  • Keith Weiner: How to Earn Yield on Gold Paid in Gold
    Recorded on January 28 2026 Steve Yang of Natural Resource Stocks interviews Keith Weiner, PhD of Monetary Metals. Keith’s official main website is linked below along with his verified X and LinkedIn profiles. In this interview, Steve and Keith discuss Monetary Metals and Keith’s work and perspective in the precious metals space. If you follow gold and silver and want more context around how Monetary Metals fits into the broader market, this conversation is designed to give you that framework. Subscribe to the main channel for full interviews and the clips channel for highlights and shorter cuts. #Millettian Key topics…
    50 min
  • Cassiar Gold GLDC Hits Gold In Every Hole At Newcoast And What Comes Next
    Recorded on January 28 2026TSXV: GLDC | OTCQX: CGLCF Cassiar Gold CEO Marco Roque joins Andy Millette to break down fresh drill results from the Newcoast target and why repeated gold hits across multiple seasons are reshaping the upside case for the district. They dig into how Newcoast could evolve into a second Taurus-style system, what the latest broad intercepts and step-outs imply for scale, and how Cassiar is thinking about bulk-tonnage potential versus higher-grade optionality. Marco also addresses the reality of permitting in British Columbia, what Cassiar already has in place, and why having a permitted mill changes the…
    34 min
  • Ecora Royalties Rebrand Explained Why ECOR Stayed the Same
    LSE: ECOR | TSX: ECOR | OTCQX: ECRAF Natural Resource Stocks host Andy Millette sits down with Marc Bishop Lafleche, Chief Executive Officer of Ecora Royalties PLC, for the official name change conversation and a detailed walkthrough of the royalty and streaming business model. Ecora Royalties was previously known as Ecora Resources, and the new name is meant to match what the company is built to do: invest in royalties and streams tied to mining production and development. This is a practical, plain-English breakdown of how royalties and streams work. Instead of operating mines, Ecora aims to build a diversified…
    23 min
  • SDST Gets Fully Permitted in Oklahoma—The Lithium Refinery Timeline Starts Now
    NASDAQ: SDST Recorded on January 22, 2026. Stardust Power is building a battery-grade lithium carbonate processing facility in Muskogee, Oklahoma, designed to strengthen U.S. critical minerals supply chains and support domestic EV and energy storage demand. In this interview, Founder and CEO Roshan Pujari breaks down why the project is positioned as a centrally located refinery hub, what de-risking milestones have already been completed, and what matters most as the company moves from engineering and permitting into financing, construction, and commissioning. Key topics covered in this interview Why Muskogee, Oklahoma is strategically positioned for a refinery hub model Target scale…
    21 min
  • War Outcomes Aren’t About Size—They’re About Incentives And Strategy
    Recorded on January 21, 2026. In this interview, Steve Yang sits down with political scientist Bruce Bueno de Mesquita, known for applying game theory and incentive-driven analysis to real-world politics, conflict, and regime survival. If you’ve ever wondered why leaders make “irrational” decisions that still work politically, this conversation lays out the mechanics behind it—who leaders must keep happy, how coalitions stay loyal, and why credibility in foreign policy is so hard to maintain. We cover why leaders prioritize staying in power above all else, how democracies and autocracies differ in incentives, why smaller actors sometimes beat stronger ones in…
    57 min
  • Gaslighting, Drones, Nuclear Brink: Larry C. Johnson Breaks It Down
    Recorded on January 21, 2026. Steve Yang sits down with Larry C. Johnson — former CIA officer and former U.S. State Department Office of Counterterrorism official — for a wide-ranging conversation on the narratives, incentives, and geopolitical pressure points shaping today’s headlines. #Millettian This interview covers: Guest Links (Larry C. Johnson)Sonar21 (Website): https://sonar21.com/Substack: https://larrycjohnson.substack.com/X (Twitter): https://x.com/LarrySonar21Telegram: https://t.me/sonar_21Patreon: https://www.patreon.com/u80288936 Host & Channel LinksNatural Resource Stocks (Website): https://www.NaturalResourceStocks.netNatural Resource Stocks (YouTube): https://www.youtube.com/@naturalresourcestocksSteve Yang (X): https://twitter.com/SteveYang_MarketSteve Yang (LinkedIn): https://www.linkedin.com/in/steveyang88/Andy Millette (X): https://twitter.com/AndyMilletteAndy Millette (LinkedIn): https://www.linkedin.com/in/andymillette/ Chapters00:00 Intro + Larry’s background01:09 Venezuela + the “regime change” frame04:50 “Gaslighting” and the incentives question09:07 Rare earths…
    38 min
  • Restart Timeline Revealed: Starcore’s Path From Samples To Production
    TSX: SAM | OTC: SHVLF | FRA: V4JA Recorded on January 20, 2026. Starcore International Mines Ltd is a gold and silver producer operating the San Martin underground mine in central Mexico, with a working mill and an active production footprint. In this sit-down, Starcore CEO Robert Eadie explains how the company thinks about operating leverage in a strong metals tape, why a clean capital structure matters, and how the La Tortilla historic silver mine could become a practical near-term growth lever by using existing infrastructure. Key topics covered San Martin production profile and mill capacity Clean structure: no NSR,…
    34 min
  • The Uranium Business Model Nobody Explains
    TSX.V: SYH | OTCQX: SYHBF | FRA: SC1P Host: Steve YangGuest: Jordan Trimble, President & CEO, Skyharbour Resources Skyharbour Resources is an Athabasca Basin uranium explorer advancing two core assets — Russell Lake and Moore Lake — while also running a prospect generator model designed to bring in partners who help fund exploration across a much larger portfolio. In this interview, Jordan breaks down how that model works, what the company is focused on right now, and what catalysts matter most as the uranium market tightens and the supply chain becomes more political. Skyharbour ResourcesWebsite: https://skyharbourltd.com/ Investor Center: https://skyharbourltd.com/investors/stock-information/ News:…
    36 min

About Natural Resource Stocks

From the publisher's feed

Natural Resource Stocks with Andy Millette