Thank you very much @sovereignhill for having the @miningcomau crew on site today while we filmed some SUPER cool stuff.
My shenanigans will be revealed next week!
@shaearussell - Is There REALLY a Silver Deficit?
This excellent podcast/video asks a narrative busting question. Is there REALLY a silver deficit? Shae Russell also covers Zinc, Wheat, Copper and many other commodities in this wide-ranging conversation.
https://t.co/ZRyF8xH9Mw
NB - Recorded 16th June 2026
Please like, share with your audience and comment below with your thoughts!
@shaearussell and @TheGoldAdvisor will both be appearing on The Contrarian Capitalist podcast & Substack this coming week.
If you are yet to follow or subscribe to the channel, then you can do so for free by using the link below.
https://t.co/O91ZF7L3FN
@oceanleaf111@miningcomau@pls_global I agree there is plenty of lithium around. I have a podcast coming out soon, where the guest said the copper shortage is a myth. Blew my mind.
From a podcast booth to the Pilbara @miningcomau is out on site with @pls_global $PLS
Is #lithium gonna go higher for the rest of 2026? Tell me your thoughts!
Very exciting day ahead!
How reliant is the US on foreign uranium?
The US operates the world’s largest nuclear reactor fleet.
In 2024, US nuclear utilities purchased 55.9 million pounds of triuranium octoxide (U₃O₈) equivalent, with 51.6 million pounds coming from foreign sources.
That means foreign-origin uranium accounted for 92% of US utility purchases, up from 41% in 1994.
#Uranium #Energy #Nuclear #US
Discovered copper is at an all-time low, decade over decade, both for:
- total volume, currently at 8.8mt
- number of discoveries, at 6
Time for copper.
$MUX $FOM $ATX
Oil prices still anticipate short war or early re-opening of the Strait
Oil traders are still betting war between the United States and Iran will end relatively quickly - or that the United States will soon be in a position to enforce a re-opening of the Strait of Hormuz.
Front-month Brent futures have risen by more than two-thirds since the start of the year but are only a little above the long-term average after adjusting for inflation.
The front-month contract closed above $100 on March 12, the highest since the war started, but the rate of increase has slowed, suggesting optimism about a quick resumption of oil exports from the Gulf.
Futures for later in the year have risen much less and the steep backwardation is consistent with a short conflict and quick return of production and exports ...