Critical Minerals Roundtable: Fall 2025

Описание: Critical minerals are the strategic metals that are front and center for investors and governments alike, Grizzle's latest installment of the Critical Minerals Roundtable provides invaluable insights on the key metals including: copper, uranium, lithium, nickel and cobalt.

COMPANIES:
◼️Power Metallic (TSXV:PNPN) - Terry Lynch, CEO: https://www.powermetallic.com/
◼️Anfield Energy (TSXV:AEC) (NASDAQ:AEC) - Corey Dias, CEO: https://anfieldenergy.com/
◼️Ecora Resources (TSX:ECOR) (LSE:ECOR) - Marc Bishop Lafleche, CEO: https://www.ecora-resources.com/inves...
◼️Lithium Royalty Corp (TSX:LIRC) - Rob Weir, VP Corp Development: https://lithiumroyaltycorp.com/
◼️Hot Chili (TSXV:HCH) (ASX:HCH) - Christian Easterday, CEO: https://www.hotchili.net.au/

Agenda:
0:00 Intro
◼️Supply & Demand
2:44 The Strategic Importance of Critical Minerals
4:41 Addressing the Uranium Supply Crunch: Higher Prices vs. Regulatory Bottlenecks
5:47 Preferred Commodity Exposure
7:02 Where will Copper Supply Growth Come From?
8:18 Underappreciated Sources of Lithium Demand
9:07 Where is Consensus Wrong?
10:57 The Value of Commodities vs. Financial Assets
13:13 Copper Supply Disruptions
17:14 Copper vs. Oil
19:54 Energy Security: Nuclear Power & AI
21:12 International vs. Domestic: Buyers of Emerging US Uranium Production
22:19 US-Russian Relations & The Western Uranium Complex
◼️Capital & Financing
22:50 Funding Environment vs. Past Cycles
29:08 Royalty Pricing
31:13 Investor Appetite for Copper Investments
33:13 Majors and Limited Copper Assets
35:12 Governments Taking Stakes in Critical Minerals Companies
36:03 New Uranium Investors
36:43 Will the US Government Continue to Ease the Path to Production?
37:29 The Evolution of Lithium Pricing

◼️Company Specific
38:50 Power Metallic: Copper, Polymetallics, PGMs & Nickel
44:11 Ecora Resources: Copper, Uranium, Nickel, Cobalt & Rare Eartchs
49:51 Anfield Energy: Uranium
56:36 Lithium Royalty Corp: Lithium
59:47 Hot Chili: Copper