Natural Resource Stocks

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Natural Resource Stocks with Andy Millette

  1. 1 MAR

    Silver’s 45-Year Breakout Is Real and It’s Only Beginning

    Recorded on February 26 2026 Silver just cleared a structural ceiling that capped it for decades, and Christopher Aaron says the setup is only getting started. In this conversation with Natural Resource Stocks host Steve Yang, Christopher breaks down why the 45-year consolidation matters, how supply gets tightened by real-world industrial consumption, and why long base-building phases tend to produce the most explosive next legs. He walks through his long-term chart work on silver across centuries, explains how he frames consolidation zones versus blow-off phases, and shares the macro chart he watches most closely: the Dow priced in ounces of…

    50 min

  2. 1 MAR

    Antimony Surprise Alongside Silver And Gold At Sierra Plata J2 Metals

    TSXV JTWO, FSE OO1Recorded on February 24 2026 J2 Metals CEO Thomas Lamb joins host Steve Yang to break down how J2 is building a tightly structured, multi project exploration company with near term catalysts across Mexico, Quebec, and Alaska. The conversation leads with Sierra Plata in Mexico and the specific drill logic management wants to test first, drilling under historic mines and workings to see whether the veins strengthen at depth before stepping out into deeper regional targets. Thomas explains how the district setting, nearby operating activity, and potential processing optionality inform the early program design and what success…

    24 min

  3. 1 MAR

    Gold Does Not Need Trust Keith Weiner on Money Bitcoin and the Dollar

    Recorded on February 25 2026 In this interview, Keith Weiner of Monetary Metals breaks down why gold keeps reasserting itself as money when confidence in policy and payment rails gets tested. The conversation starts with a blunt point most investors miss: in true settlement, gold can eliminate trust requirements, and that changes how you think about monetary competition. Keith challenges popular narratives around scarcity and value, then pivots into the mechanics of currencies, reserves, and why the dollar can remain dominant even as the world trends toward de fiatization. Steve and Keith map the BRICS discussion to real world constraints,…

    45 min

  4. 1 MAR

    Gold Pour Tomorrow: Borealis Is Back In Production (BOGO / BORMF)

    TSXV: BOGO | OTC: BORMF | FSE: L4B0Recorded on February 25, 2026 Borealis Mining CEO Kelly Malcolm joins Andy Millette for a hard-nosed update on what matters most right now: real gold pours, real operating momentum, and a project that is heavily levered to the gold price. Kelly explains why Borealis expects gold pours to increase in frequency (and hopefully size) as more ore hits the leach pad, and why the company intentionally avoids “value-of-the-bar” style announcements that can get dicey with timing and pricing. The conversation then turns to the updated Sandman economics—what stayed the same, what was updated,…

    17 min

  5. 1 MAR

    Silver False Breakdown Then Explosion The Pattern Patrick Karim Watches

    Recorded on February 24 2026 Steve Yang sits down with Patrick Karim of Northstar Badcharts to break down what the charts are signaling across silver, crude oil, and energy equities. Patrick explains why long sideways bases and false breakdowns can wipe out morale right before the sharpest upside moves begin, and how he looks for confirmation and clean invalidation instead of guessing. They walk through the oil complex and energy leaders like Exxon to show how price action can tip its hand before headlines hit. You also get Patrick’s cross asset framework using ratios and long duration yields to build…

    46 min

  6. 1 MAR

    AI Data Centers Are Keeping Coal Plants Running With Matthew Warder

    Recorded on February 24 2026 #Millettian AI era electricity demand is forcing investors to rethink coal. In this conversation Steve Yang sits down with Matt Warder of The Coal Trader to break down why data center buildouts can keep baseload generation in focus and why coal fundamentals still move on old-school commodity constraints like supply lag, infrastructure, and policy. Matt explains the key split between thermal coal for power and metallurgical coal for steel and why each market has its own cycle, catalysts, and price sensitivity. They dig into the storage bottleneck, what it would take for coal plants to…

    46 min

  7. 1 MAR

    Ecora Royalties ECOR 50% Copper Exposure Explained by CEO Marc Bishop Lafleche

    LSE: ECOR | TSX: ECOR | OTCQX: ECRAF Recorded: February 23, 2026 Ecora Royalties CEO Marc Bishop Lafleche joins Andy Millette to explain how Ecora has shifted from a legacy coal-heavy mix to a copper-led, critical-minerals royalty portfolio. Marc breaks down why copper is ~50% of portfolio value today (estimated NAV), what made 2025 a “landmark year” (including ~$57M portfolio contribution), and how the company thinks about “layering” growth through producing royalties/streams plus upcoming milestones. We also cover why royalties can benefit from top-line growth even as mine build costs inflate—and what operating leverage looks like in a lean royalty…

    18 min

  8. 22 FEB

    Starcore TSX SAM Targets Three Cash Flow Streams In Mexico

    TSX: SAM | FSE: V4JA | US: SHVLF Recorded on February 19, 2026 Steve Yang sits down with Starcore International Mines President & CEO Robert Eadie to unpack how a junior producer in Mexico plans to scale cash flow by stacking three revenue streams onto existing infrastructure. Eadie breaks down the San Martin Mine operating base, why carbonaceous ore processing is positioned as the near-term unlock, and how nearby feed can help keep the mill working without a massive rebuild. They dig into dry stack tailings and what “real” environmental execution looks like in day-to-day mining decisions. Robert also explains…

    22 min
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Natural Resource Stocks with Andy Millette

Información

  • Creador
    Natural Resource Stocks
  • Años de actividad
    2023 - 2026
  • Episodios
    100
  • Clasificación
    Apto
  • Copyright
    © 2024 Natural Resource Stocks
  • Mostrar sitio web
    Natural Resource Stocks

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