Natural Resource Stocks

Natural Resource Stocks

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Natural Resource Stocks episodes

  • Starcore CEO Robert Eadie On Growing A Mexican Gold And Silver Producer
    In this Natural Resource Stocks company interview, hosts Andy Millette and Steve Yang sit down with Robert Eadie, CEO, President and Director of Starcore International Mines Ltd, a gold and silver producer with its flagship San Martin underground mine in central Mexico. Eadie explains how Starcore generates steady production of about eight hundred ounces per month and why he believes the mine still holds significant untapped potential across nearly thirteen thousand hectares of ground. He walks through how the team has focused on safety, efficiency and disciplined capital allocation to keep operations profitable through volatile commodity cycles. The conversation then…
    21 min
  • Matt Warder The Coal Trader On AI Data Centers And Coal Demand
    In this Natural Resource Stocks interview, host Steve Yang sits down with Matt Warder, founder of Seawolf Research and creator of The Coal Trader, an energy, metals, and mining analyst with nearly two decades of experience in global resource and industrial markets. Matt has advised miners, institutions, and governments on coal, iron ore, and steel, and now runs The Coal Trader platform focused on coal and related commodity cycles. The opinions expressed in this interview are solely those of the guest and do not necessarily reflect the views of Natural Resource Stocks or Galt Consulting Group. This content is for…
    47 min
  • F3 Uranium Adds Tetra Zone To JR Zone In The Athabasca Basin
    F3 Uranium is a Canadian uranium exploration company focused on the southwest Athabasca Basin where grades can reach many times the global average The company is advancing the Patterson Lake North project which now includes the ultra high grade JR Zone discovery and the new Tetra Zone on the Broach property along with the broader Minto and PLN land packageF3 Uranium+1 In this Natural Resource Stocks interview host Andy Millette sits down with F3 Uranium vice president of exploration Sam Hartman to walk through how the team went from grassroots exploration to multiple high grade discoveries on one trend They…
    27 min
  • Contango Ore Dolly Varden High Grade Merger Story
    Contango ORE NYSE American CTGODolly Varden Silver TSX Venture DV NYSE American DVS OTCQX DOLLF FSE DVQ For more information about the merger, please visit:https://contango-ore-to-merge-with-dollar-varden-silver.com/ Recorded on December 9, 2025. In this Natural Resource Stocks company feature, host Andy Millette sits down with Contango ORE chief executive Rick Van Nieuwenhuyse and Dolly Varden Silver chief executive Shawn Khunkhun to walk through a merger they believe creates a new high grade gold and silver platform in North America. Contango brings cash flow from the Manh Choh gold joint venture in Alaska together with the Johnson Tract and Lucky Shot high grade…
    23 min
  • Metals Lead While Energy Lags Darrell Fletcher On The New Commodity Cycle
    Darrell Fletcher Managing Director of Commodities at Bannockburn Capital Markets joins host Steve Yang to break down why metals have broken away from energy and what that means for investors heading into 2026. With more than twenty five years of experience navigating volatile commodity markets Darrell focuses on real trading flows hedging behavior and how large players are actually positioned rather than just headline narratives. In this interview Darrell explains why precious metals and copper are leading the commodity complex while crude oil and natural gas have lagged and how that leadership ties directly into tariffs energy transition policy and…
    36 min
  • Bond Market Panic And The New Gold Cycle With Michael Oliver
    Technical analyst Michael Oliver, founder and chief analyst of Momentum Structural Analysis, joins host Andy Millette on Natural Resource Stocks to walk through the charts he thinks matter most right now and why the next big move in markets is already underway. Using his proprietary momentum work, Michael argues that gold has just broken out of an eleven-year base versus the S&P 500 and that the money flow into monetary metals is only just beginning, not ending. Michael explains why every major stock market bear of the last fifty years saw money migrate into gold, why the classic 60/40 portfolio…
    32 min
  • Newfoundland District Scale Play In Gold Silver Copper And Zinc
    Canstar Resources is a Newfoundland-focused explorer targeting high-grade gold and critical metals across its Golden Baie and Buchans Mary March projects in one of Canada’s most prolific historic mining regions. Golden Baie is a large, district-scale land position with high-grade gold and antimony showings along a major regional structure that already hosts multiple known deposits. Buchans and Mary March sit in the historic Buchans VMS mining camp, famous for very high-grade zinc, copper, lead, gold and silver production. In this Natural Resource Stocks interview, host Andy Millette speaks with Juan Carlos Giron Jr, President and CEO of Canstar Resources, about…
    34 min
  • Risks Higher Than Any Time Since 1941? Jeffrey Christian on Metals & War
    In this Natural Resource Stocks interview, host Steve Yang sits down with Jeffrey M. Christian, managing partner and founder of CPM Group, an independent commodities research and consulting firm focused on precious and specialty metals. Jeffrey explains how his team really looks at gold and silver: macro drivers, physical supply and demand, investment flows and central bank activity, so serious #Millettian investors can filter signal from noise. They open with the move that set social media on fire: silver jumping about $10 and gold roughly $150 in five trading days. Jeffrey breaks down why futures roll mechanics, positioning and short-term…
    1 hr 1 min
  • Spartan Metals CEO Brett Marsh On Critical Minerals For US Defense And AI
    In this Natural Resource Stocks company interview, host Steve Yang speaks with Brett R Marsh, President and Chief Executive Officer of Spartan Metals Corp, a US focused critical minerals explorer advancing the Eagle Tungsten Silver Rubidium Project in eastern Nevada. Spartan is building a district scale story around tungsten, rubidium, silver and other critical metals, aiming to position Eagle as a future domestic supply source for United States defense, technology and industrial users. Brett explains why Eagle stands out as one of the highest grade historic tungsten districts in the United States. He walks through the past producing Tungstonia and…
    25 min
  • Where Will The Copper Come From Next? Andina Copper’s Argentina And Colombia Discoveries
    In this Natural Resource Stocks company interview, host Steve Yang sits down with Joseph van den Elsen, President and CEO of Andina Copper, to dig into how this South America focused explorer is trying to turn a portfolio of copper and copper gold discoveries into a meaningful new producer. Andina Copper holds the high grade Piuquenes copper gold porphyry discovery in San Juan, Argentina, the Cobrasco copper moly porphyry in Chocó, Colombia, and an undrilled copper gold target in Chile’s Coastal Cordillera, all positioned along the world’s premier Andean porphyry belt. Joseph explains how the team thinks about grade, scale,…
    29 min

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