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3日前

How Mineral Stockpiling Policy and Economics are on a Collision Course

Industrial policy debates around critical metals continue to rage in national and financial capitals. What works best? Price floors? Export controls? Tariffs? A mixture? I wanted to flesh out these and other questions with two individuals that have been steeped in the policy and financial questions that the markets are struggling to answer: Arnab Datta and Alex Turnbull. Arnab is the Managing Director of Policy Implementation at Employ America and Alex is a well-known investor and researcher in the energy transition ecosystem. After getting their thoughts on the general state of play in the critical metals markets, we delve into price floors, the proper balance between the public and private sector, cost of capital, the MP Materials deal challenges, and what the next five years might look like. As a reminder we do mention companies in this episode so please do your own due diligence before making any investment decisions. If you enjoyed this discussion, please share it far and wide and don’t forget to like and subscribe to the podcast wherever you listen. Thanks again and we’ll see you next time.

3日前

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1時間
2025/10/10

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.

2025/10/10

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12分
1月16日

Explaining the Surge in the Nickel Price - Olivier Masson - Principal Analyst at FastMarkets

Hello and welcome back to the first episode of 2026 of The Power Current with me, your host Chris Berry. The Power Current is a production of the Clear Commodity Network. With the metals markets defying gravity, we’ve seen some obvious no-brainers like lithium and copper and some surprises like gold and silver. Despite that, coming into 2026, the market consensus for one metal in particular was quite bearish. This metal is nickel and it’s the topic of today’s discussion. Prices have rallied as much as 25% YTD and given the presumption of oversupply, tariffs, and batteries shifting away from nickel-heavy cathodes, I think it makes sense to look into what’s happening in this market. Should we heed the words of Warren Buffett who said “When they’re cryin’, you should be buyin’ and when they’re yellin’ you should be sellin’?” Here to answer that and other questions is today’s guest, Olivier Masson, Principal Mining analyst at FastMarkets who covers nickel as well as other battery metals. During this pod we look at the history of the nickel market, nickel’s outperformance YTD, supply and demand, pricing volatility, and the likelihood that this rally continues. I learned a lot here and hope you do as well. If you are a nickel nerd and enjoyed this discussion, please share it far and wide and don’t forget to like and subscribe to the podcast wherever you listen. Thanks again and we’ll see you next time.

1月16日

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54分
1月23日

Why Green Tech Frontiers are the New Strategic Battlefield

Today, we’re taking a deep dive into green technology with Graham Bain, the Principal Analyst for Energy Transition Research at Enverus. Graham has a background as a geologist and now runs a team covering CCUS, geothermal, and direct lithium extraction technologies. One constant in investing is that technology is a profoundly deflationary force that creates many more opportunities than it destroys despite the luddites out there that may disagree. Graham walks us through the tech landscape here and the potential impacts these technologies can have on society. This pod turned out to be a great tutorial on these technologies as we haven’t covered them in depth before. If you are a fan of green technologies and enjoyed this discussion, please share it far and wide and don’t forget to like and subscribe to the podcast wherever you listen.

1月23日

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50分
2025/09/26

Inside the Uranium Market Surge and Holtec's Historic Palisades Restart

In the first half of the show, Trevor and Justin dive into the latest developments in the uranium market. Fresh off a trip to the World Nuclear Association's 50th-anniversary conference in London, Justin shares his key takeaways from the event, which saw record attendance and overwhelmingly positive sentiment from producers, utilities, and banks alike. Both discuss how the market focus has shifted decisively back to uranium after years of concentrating on conversion and enrichment services. They break down the recent surge in the uranium spot price. For the second segment, Trevor and Justin are joined by a special guest, Pat O'Brien, Director of Government Affairs at Holtec. Pat gives an inside look at Holtec's groundbreaking project to restart the Palisades nuclear power plant in Michigan, which is poised to be the first US nuclear plant ever to be brought back online after a permanent shutdown. The restart project is on track to be completed "on time and under budget" thanks to a combination of private funding, $300 million in state grants, and a $1.52 billion loan from the Department of Energy.

2025/09/26

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56分
2025/10/04

Ringside Seats to the Rare Earths War: How Geopolitics Weaponized Critical Materials

Today’s guest is long-time friend, author, and Director at 3-Legged Capital David S Abraham. I first met David in 2012 after I read and reviewed his book The Elements of Power. Since then, David has worked throughout both government and the private sector and is an adjunct professor at Boise State University.In today’s pod we discuss how the battery and magnet supply chains are evolving given the fluid geopolitical dynamics and also some of the major changes between the Biden and Trump Administrations. Is the US becoming Chinese? Should the US operate a sovereign wealth fund? Is State-led investment such as investment by the DoD in MP or an equity stake in Lithium Americas the only way forward? We tackle these and other big questions today in an effort to shine some light on a fast-moving and dynamic sector.If you liked what you heard today, please don’t forget to like and subscribe wherever you listen to podcasts. Thanks for listening and we’ll see you next time.

2025/10/04

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56分
2025/10/17

Commodity Compass - 10/17 - Precious Metals Continue to Shine, Cattle go Limit Down

This week, the dominant headline driving the metals and broader markets was again the escalating U.S.–China battle over rare earth export controls. Beijing unveiled its most aggressive export restrictions yet — expanding the list of controlled elements from seven to twelve, adding rules on processing equipment and forcing exporters to apply for licenses. In Washington, U.S. officials blasted the move as a “global supply-chain power grab,” with Trade Representative Greer calling on China to roll back the curbs. China, in turn, accused the U.S. of stoking panic and distortion, rejecting Washington’s calls to unwind the restrictions. The metals complex had a strong week, until a Friday correction. Energy remained mixed, and grains found a slight rebound.

2025/10/17

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12分
2025/11/15

Commodity Compass – 11/14 - Volatility Returns as Growth Fears and Policy Uncertainty Weigh on Markets

It was a volatile week across global markets as the U.S. government shutdown finally ended, but worries about growth, stretched tech valuations, and policy uncertainty kept investors cautious. Commodities traded defensively ... gold and silver fluctuated on shifting Fed expectations, while platinum, palladium, and copper softened on weak demand signals from China. Matt Geiger of MJG Capital joined the KE Report to discuss the precious metals correction and outlook. In energy, oil edged higher after a Russian export terminal attack, natural gas spiked on cold-weather forecasts, and coal prices rebounded on stronger Chinese and European buying. Agriculture markets saw wild swings following a bearish USDA report, with traders bracing for more volatility into year-end. Click here to listen to all the Clear Commodity podcasts

2025/11/15

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18分
2025/11/06

Uranium Market Musings: Spot Remains Strong while Equities Correct

Trevor and Justin discuss the current state of the uranium market, focusing on recent trends, Cameco's quarterly financials, and strategic partnerships in the nuclear sector. They analyze the implications of market corrections, the challenges faced by uranium producers, and the potential for future growth driven by new technologies and government initiatives.

2025/11/06

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22分
2025/12/12

Commodity Compass – 12/12 - The Dollar Weakens and Farmers Receive a Bailout

This week’s commodity price action was dominated by central-bank policy and government intervention headlines, starting with the Federal Reserve’s decision to cut rates and resume short-dated Treasury purchases, which markets interpreted as a renewed liquidity backstop. That move initially supported precious metals and energy, but also reinforced concerns that economic momentum is slowing faster than expected. Equity markets turned volatile as investors debated whether the Fed’s actions were pre-emptive easing or a response to deeper stress, triggering broad de-risking that weighed on industrial commodities. The U.S. dollar softened early in the week before stabilizing, creating choppy cross-currents across metals and energy. Adding to the macro mix, the White House floated a new farmer bailout proposal, aimed at offsetting lower crop prices and export uncertainty, which briefly supported some ag sentiment while underscoring stress in the rural economy.

2025/12/12

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14分

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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Clear Commodity Network

トップ番組

How Mineral Stockpiling Policy and Economics are on a Collision Course

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

Explaining the Surge in the Nickel Price - Olivier Masson - Principal Analyst at FastMarkets

Why Green Tech Frontiers are the New Strategic Battlefield

Inside the Uranium Market Surge and Holtec's Historic Palisades Restart

Ringside Seats to the Rare Earths War: How Geopolitics Weaponized Critical Materials

Commodity Compass - 10/17 - Precious Metals Continue to Shine, Cattle go Limit Down

Commodity Compass – 11/14 - Volatility Returns as Growth Fears and Policy Uncertainty Weigh on Markets

Uranium Market Musings: Spot Remains Strong while Equities Correct

Commodity Compass – 12/12 - The Dollar Weakens and Farmers Receive a Bailout

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