Natural Resource Stocks

Natural Resource Stocks
  • 5.0 (2)
  • INVESTING
  • UPDATED WEEKLY

Natural Resource Stocks with Andy Millette

  1. 1D AGO

    First Phosphate Says This Quebec Asset Could Electrify Half of North America

    Recorded on April 17, 2026 CSE: PHOS | FSE: KD0 | OTCQX: FRSPF | OTCQX ADR: FPHOY Steve Yang sits down with John Passalacqua, CEO and Director of First Phosphate Corp, to break down why management believes phosphate is one of the most overlooked materials in the LFP battery supply chain. The conversation covers the scale of the Bégin-Lamarche project in Saguenay Lac Saint Jean, how management frames the asset in battery terms, and why First Phosphate sees a mine to market strategy as its edge. John also explains the Quebec jurisdiction story, including workforce, roads, rail, hydroelectric power, and…

    25 min

  2. 1D AGO

    Oil Is Power and Why It Still Controls the World Another Look with Tiffany Georgopoulos

    Another Look with Tiffany Georgopoulos explores why oil is not just an energy source but one of the most important strategic forces shaping geopolitics, inflation, trade, currency power, and long term market opportunity. Tiffany breaks down how oil pricing actually works, why Brent matters globally, how the petrodollar system reinforced US financial dominance, and why alternative settlement systems now matter more than most investors realize. This episode connects the Strait of Hormuz, Venezuela, structural underinvestment in energy, and the growing pressure on dollar based trade into one bigger macro framework. If you want a sharper lens on why energy keeps…

    22 min

  3. 1D AGO

    Justin Huhn Says Uranium May Still Be Earlier Than Most Investors Think

    Recorded on April 16, 2026 Justin Huhn of Uranium Insider joins Steve Yang to break down why uranium surged into the high 90s and 100 area earlier this year, why it cooled back into the mid 80s, and why he believes the real signal now is not short term spot volatility but a tightening long term contracting market. Justin explains the difference between spot and term uranium, why utility demand matters more than headline price swings, and how AI, data centers, reactor restarts, life extensions, and new builds are quietly reshaping the long term demand picture. He also lays out…

    35 min

  4. 1D AGO

    Borealis Mining Is Already Producing Gold While Sandman Speeds Toward Development

    Recorded on April 16 2026 TSX Venture: BOGOOTCQB: BORMFFrankfurt: L4B0 Borealis Mining is no longer just talking about production. In this interview, Kelly Malcolm explains how the company is already fully mining at the Borealis Mine in Nevada while simultaneously pushing Sandman into a much more advanced development phase. He breaks down why the latest Sandman economics changed the pace of the story, what detailed engineering and permitting work now looks like, and why metallurgy, hydrogeology, and geotechnical work matter before any true construction call. Kelly also lays out how Borealis wants mine cash flow to help fund Sandman, advance…

    14 min

  5. 1D AGO

    Fusion Fuel Says It Is Building A Four-Part Energy Platform Around Real Revenue

    Recorded on April 16 2026 Fusion Fuel Green PLC trades on Nasdaq under HTOO. In this interview, John-Paul Backwell and Frederico Figueira de Chaves break down how Fusion Fuel is trying to build a diversified energy platform with current cash flow from its UAE gas business and longer-dated upside from natural gas and uranium royalties. Andy presses them on what is actually producing today, where the revenue comes from right now, and why management believes the current gas business is the real engine while royalties and BioSteam create future upside. The conversation also digs into the South Africa BioSteam rollout,…

    26 min

  6. 1D AGO

    Laurent Lequeu Says Markets Are Pricing Peace Too Early

    Recorded on April 14 2026 Steve Yang sits down with Laurent Lequeu of The Macro Butler for a hard-hitting macro conversation on why markets may be dangerously underpricing a much longer Middle East conflict and a far bigger commodity shock ahead. Laurent argues that even if headlines sound calmer, damaged energy infrastructure, displaced shipping routes, and missing industrial inputs could keep oil and supply chains far tighter than most traders expect. He breaks down why fertilizer, helium, sulfuric acid, semiconductors, and mining inputs matter far more than most investors realize, and why those second-order effects could drive food inflation, metals…

    38 min

  7. 1D AGO

    Larry C Johnson Says the US Cannot Hold the Strait of Hormuz

    Recorded on April 13 2026 Steve Yang sits down with Larry C Johnson of Sonar21 for a hard-edged discussion on the Strait of Hormuz, US and Iran escalation, China’s leverage, media narratives, and why global alliances may be shifting faster than many investors realize. Larry argues that a shipping blockade near Iran is far more difficult than it appears, that enforcement risks drawing in other nations, and that the economic fallout could hit far beyond the Middle East. The conversation also digs into ceasefire logic, Israel and US power dynamics, NATO strain, Canada’s procurement shift, and the broader credibility problem…

    41 min

  8. 1D AGO

    Liberty Gold Locked a 2028 Permit Target and the Market Is Paying Attention

    Recorded on April 13 2026TSX: LGDOTCQX: LGDTF Jon Gilligan, President, CEO and Director of Liberty Gold, joins Andy Millette to explain why Black Pine is moving into a more clearly defined development phase and why the market is starting to respond. Gilligan walks through the FAST 41 permitting schedule, the January 5 2028 federal target date, and why the alignment between state and federal permitting matters so much for de risking the project. He also explains why the notice of intent was a key milestone, why the market began to re rate the story, and how Liberty Gold is shifting…

    19 min
See All (100)

Ratings & Reviews

5
out of 5
2 Ratings

About

Natural Resource Stocks with Andy Millette

Information

  • Creator
    Natural Resource Stocks
  • Years Active
    2023 - 2026
  • Episodes
    100
  • Rating
    Explicit
  • Copyright
    © 2024 Natural Resource Stocks
  • Show Website
    Natural Resource Stocks

You Might Also Like