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12 MAR

Andrew Weekly on Camouflaged Risk: Why Government Funding Can’t Solve the Uranium Expertise Deficit

In this episode of Going Nuclear, Andrew Weekley of Smith Weekly Research joins the program to discuss the necessity of adaptation and capital preservation amidst heightening global volatility and geopolitical friction. Weekley details his current defensive posture of keeping "one foot out" of the market by maintaining high cash reserves, citing concerns over broad market manipulation and the impending risk of a significant correction. The conversation explores the structural challenges facing the uranium industry, specifically the severe lack of technical expertise and the logistical hurdles likely to delay anticipated greenfield production restarts. Finally, the episode highlights the importance of identifying company-specific value creators and explains why the team remains cautiously optimistic about the long-term outcomes for uranium, gold, and silver despite near-term market "chop".

12 Mar

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1j 5m
10/10/2025

Commodity Compass - 10/10 - Rare Earth Export Controls Rattle Geopolitics

The dominant narrative pushing commodities this week was the escalating U.S.–China quarrel focused on rare earth export controls. China, citing national security, expanded restrictions on rare earth metals, magnets, and the technology associated with processing and refining, tightening its grip on key materials essential for aerospace, and defense. In response, President Trump threatened to impose 100% tariffs on Chinese imports starting November 1, escalating the trade war and rattling markets already grappling with supply chain risks.

10/10/2025

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12 mnt
17/12/2025

Tocvan Ventures Exploration Update from Gran Pilar

Brodie Sutherland, CEO of Tocvan Ventures, discusses the company's recent drilling activities and exploration efforts at the Grand Pilar Gold Silver Project in Mexico. He highlights the initiation of a new drill program on the North Block, the geological insights gained from drilling, and the surface work that has led to the identification of new targets. Additionally, Sutherland outlines the plans for a pilot production facility in the South Block and shares his outlook on the mining sector in Mexico, emphasizing the positive trends in permitting and exploration activity.

17/12/2025

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14 mnt
05/12/2025

Commodity Compass – 12/04 - Silver and Natural Gas Steal the Stage this Week

Hopes for a December rate cut from the Federal Reserve (given soft inflation and weak hiring trends) buoyed non-yielding assets, but the broader tone remained cautious as traders weighed soft demand against still-ample supply. The result: demand-sensitive commodities — base metals, energy and industrial minerals — came under pressure, while safe-haven assets saw sporadic bouts of interest.

05/12/2025

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13 mnt
26/09/2025

Commodity Compass - 9/26 - Platinum and Palladium Outperform, Lean Hogs find a Friday Surge

We started the week riding some momentum in oil, but by midweek WTI and Brent gave back gains after a deal to reopen the Kurdish-Iraq pipeline. The demand for precious metals continued throughout the week with gold making new all-time highs, silver closing in on its all-time highs. Both were exceptional, yet were outdone this week by platinum and palladium on percentage moves. On the ag side, grains mostly softened as U.S. harvest pressure mounted.

26/09/2025

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16 mnt
24/09/2025

Vizsla Silver CEO Michael Konnert of the $220M Project Financing Package for Panuco

We connect with Mike Konnert of Vizsla Silver to discuss the latest financing package from Macquarie Bank for a senior secured project finance facility of up to US$220 million to fund the construction and development of the high-grade underground Panuco silver-gold project in Sinaloa, Mexico. We discuss the timing of this as the company continues its test mining work at site. Mike also shares insights into the work happening for the upcoming PFS later this year.

24/09/2025

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16 mnt
19/05/2025

District Metals Update on Financing Efforts and Summer Work Programs in Sweden

Garrett Ainsworth of District Metals comments on the recent financing efforts for the company as it continues to move the Viken alum shale deposit forward. He also provides come context behind the move of the Swedish government to life its uranium mining moratorium.

19/05/2025

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16 mnt
29/09/2025

An Engineer's Take on Hot Metal Markets and Mining Investment Strategy

Neil Ringdahl, a prominent voice in the mining investment community, provides a wide-ranging discussion on market dynamics. They begin with a deep dive into the recent $1B sale of the Hemlo gold mine, analyzing whether the valuation is sustainable and what it signals about the current gold market. Neil offers his engineer's perspective on how soaring metal prices impact operations, often causing costs to rise alongside profits as companies capitalize on the boom. The conversation then shifts to the tight copper market, focusing on the significant supply disruptions caused by the disaster at the Grasberg mine and issues at other major operations. Finally, Neil shares his personal investment strategy, explaining why he favors established, cash-flowing mining companies over speculative exploration plays

29/09/2025

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22 mnt
10/09/2024

ATEX Resources Launches Phase V at Valeriano

We kick off coverage of the Beaver Creek Precious Metals Summit with Ben Pullinger, CEO of ATEX Resources. Ben walks listeners through the Phase V drill program at the Valeriano Project in Chile. The company is expecting 20,000m of directional drilling to follow up on the higher-grade, closer to surface zone discovered earlier this year.

10/09/2024

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11 mnt
28/09/2023

Morning Briefing: First Drill Results from Thesis Gold

We have drill results out from Thesis Gold and Osisko Metals. Plus more corporate news from Canadian Nickel and Eloro Resources. We'd like to thank our sponsors: Western Copper and Gold is focused on developing the world-class Casino project in Canada's Yukon Territory. The Casino project consists of an impressive 11 billion pounds of copper and 21 million ounces of gold in an overall resource. Western Copper and Gold trades on the TSX and the NYSE American with WRN. Be sure to follow the company via their website, www.westerncopperandgold.com. Arizona Sonoran Copper Company (ASCU:TSX) is focused on developing its brownfield copper project on private land in Arizona, a tier 1 location. The Cactus Mine Project is located less than an hour's drive from the Phoenix International airport via highway i-10, and with grid power and the Union Pacific Rail line situated at the base of the Cactus Project main road. With permitted water access, a streamlined permitting framework and infrastructure already in place, ASCU's Cactus Mine Project is a lower risk copper development project in the infrastructure-rich heartland of Arizona.For more information, please visit ⁠www.arizonasonoran.com⁠. Fireweed Metals is advancing 3 different projects within the Yukon and Northwest Territories, including the flagship Macmillan Pass Project, a large zinc-lead-silver deposit and the Mactung Project, one of the largest and highest-grade tungsten deposits in the world. Fireweed plans to advance these projects through exploration, resource definition, metallurgy, engineering, economic studies and collaboration with indigenous people on the path to production. For more information please visit ⁠fireweedmetals.com⁠.

28/09/2023

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7 mnt

Clear Commodity Network is a digital media platform that delivers clear insights into the diverse global commodity markets. ClearComm keeps investors, institutions, and industry participants up to date on current trends and topics shaping the world's physical markets. From metals to energy to agriculture, ClearComm is the leading commodity network curated to deliver news, in-depth interviews, insightful commentary, and corporate access to public issuers.

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Acara Teratas

Andrew Weekly on Camouflaged Risk: Why Government Funding Can’t Solve the Uranium Expertise Deficit

Commodity Compass - 10/10 - Rare Earth Export Controls Rattle Geopolitics

Tocvan Ventures Exploration Update from Gran Pilar

Commodity Compass – 12/04 - Silver and Natural Gas Steal the Stage this Week

Commodity Compass - 9/26 - Platinum and Palladium Outperform, Lean Hogs find a Friday Surge

Vizsla Silver CEO Michael Konnert of the $220M Project Financing Package for Panuco

District Metals Update on Financing Efforts and Summer Work Programs in Sweden

An Engineer's Take on Hot Metal Markets and Mining Investment Strategy

ATEX Resources Launches Phase V at Valeriano

Morning Briefing: First Drill Results from Thesis Gold

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