Energy Videos - Natural Resource Stocks

Recorded on May 27 2026 at NRS Studios The Schachter Energy Report wanted to provide a $100 discount off the first year of the Schachter Energy Report with coupon code NRS100 for you to offer to your listeners at the link below: https://schachterenergyreport.ca/subscriptions/ Steve Yang welcomes Josef Schachter of the Schachter Energy Report back to Natural Resource Stocks for an energy market breakdown focused on oil, natural gas, LNG, Canadian energy equities, and the next potential buying window. Josef lays out why he believes the energy supercycle remains intact, why WTI could see extreme volatility, and how Iran and the Straits of Hormuz could drive major moves across crude oil and energy stocks. He explains why global inventories, winter demand, European natural gas storage, LNG cargo competition, and emerging market energy consumption may create a tighter setup than many investors expect. The discussion also covers Canadian oil and gas valuations, what Josef looks for in energy companies, and how viewers can use coupon code NRS100 for the first year discount. #Millettian Key topics Oil volatility and the next buying signal WTI crude oil and the 130 to 150 upside scenario Iran, the Straits of Hormuz, and geopolitical oil pressure Global inventory days and supply shock concerns Europe’s LNG scramble and natural gas storage problem Canadian oil and gas stocks versus US energy stocks Financial strength, insider ownership, management, and growth Copper, helium, data centers, and energy demand The Schachter Energy Report and coupon code NRS100 Guest links Schachter Energy Report https://schachterenergyreport.ca/ Schachter Energy Report subscription discount Use coupon code NRS100 https://schachterenergyreport.ca/subscriptions/ Host Steve Yang Natural Resource Stocks Website https://www.NaturalResourceStocks.net YouTube Main https://www.youtube.com/@naturalresourcestocks YouTube World https://www.youtube.com/@NaturalResoureStocksWorld YouTube Clips https://www.youtube.com/@NaturalResoureStocksClips X https://x.com/TheSteveYang X https://x.com/SteveYangStocks LinkedIn https://www.linkedin.com/in/thesteveyang/ LinkedIn https://www.linkedin.com/in/steveyangstocks/ NRS LinkedIn https://www.linkedin.com/company/naturalresourcestocks-net/ NRS Facebook https://www.facebook.com/people/Natural-Resource-Stocks/100090526686713/ NRS TikTok https://www.tiktok.com/@natural.resource.stocks NRS Instagram https://www.instagram.com/naturalresourcestocks/ Chapters 00:00 Cold open on LNG, WTI, and energy stocks 01:04 Steve introduces Josef Schachter 01:15 Oil pullback and the next buy signal 01:56 Peace deal noise, Iran, and crude volatility 04:09 How high could oil and energy stocks go 05:36 Extreme volatility and the Straits of Hormuz 08:37 Election timeline and oil supply pressure 10:44 Winter supply shock and global inventories 12:22 Parabolic oil setup and energy stocks 14:54 Canadian energy bargains and longer reserve life 18:15 Supercycle noise, fundamentals, and geopolitics 21:29 Natural gas demand and data center power 22:14 Why investors want production growth 24:48 What Josef watches when markets spike 27:06 How to evaluate energy companies 29:02 WTI assumptions for 2026 and 2027 30:43 Copper, helium, chips, and critical minerals 31:20 How long oil remains relevant 34:04 Schachter Energy Report and viewer discount 36:10 Buy signals, target weight, and cycle upside 38:27 Steve closes with the NRS100 discount The content provided by Galt Consulting Group, doing business as NaturalResourceStocks.net, including but not limited to interviews, articles, podcasts, and other digital media, is for informational purposes only. We reserve the right to buy and sell shares of any company mentioned in these communications, including sponsors of the NaturalResourceStocks.net platform. If Galt Consulting Group or any affiliated parties are invested in a company mentioned in our content, we will publicly disclose such investments on all digital platforms, including but not limited to the NaturalResourceStocks YouTube channel, Apple Podcasts, and Spotify. This disclosure will include clear statements indicating whether or not we hold shares in the companies discussed. Nothing in our content constitutes financial advice. Every investor is responsible for conducting their own due diligence and should seek the advice of a qualified financial professional before making any investment decisions. Past performance is not indicative of future results, and investments in the stock market can result in the loss of principal. By engaging with our content, you acknowledge that you are fully responsible for your investment decisions and agree to hold Galt Consulting Group, NaturalResourceStocks.net, and its affiliates harmless for any financial losses incurred.

Recorded on May 27 2026 at NRS Studios CoTec Holdings Corp. TSX-V CTH OTCQX CTHCF Steve Yang sits down with Julian Treger, President, Chief Executive Officer and Director of CoTec Holdings Corp., to discuss how CoTec is trying to unlock critical minerals from waste, tailings, recycled magnets, and undervalued mineral assets. Julian explains why CoTec is not trying to be a traditional tech VC, but instead wants to own or joint venture the assets where its process technologies can create the most value. The conversation covers HyProMag USA, rare earth magnet recycling, the planned Dallas Fort Worth plant, additional hubs in Nevada and South Carolina, and the potential spinout strategy for shareholders. Julian also breaks down CoTec’s Minnesota iron ore opportunity, Quebec tailings project, new copper division, insider ownership, warrants, market cap, and why he believes CoTec remains undervalued compared with other rare earth and magnet focused companies. #Millettian Key topics Rare earth magnet recycling and HyProMag USA CoTec’s TSX-V and OTCQX listings Waste, tailings, dumps, and e-waste as critical mineral sources Why CoTec is focused on asset ownership instead of simple licensing The Dallas Fort Worth rare earth magnet recycling plan Potential hubs in Nevada and South Carolina Minnesota iron ore, Quebec tailings, and copper opportunities Insider ownership, warrants, market cap, and shareholder alignment Why CoTec believes its model can move faster than traditional mining Guest and company links CoTec Holdings Corp. https://www.cotec.ca/ Host Steve Yang Natural Resource Stocks Website https://www.NaturalResourceStocks.net YouTube Main https://www.youtube.com/@naturalresourcestocks YouTube World https://www.youtube.com/@NaturalResoureStocksWorld YouTube Clips https://www.youtube.com/@NaturalResoureStocksClips X https://x.com/TheSteveYang X https://x.com/SteveYangStocks LinkedIn https://www.linkedin.com/in/thesteveyang/ LinkedIn https://www.linkedin.com/in/steveyangstocks/ NRS LinkedIn https://www.linkedin.com/company/naturalresourcestocks-net/ NRS Facebook https://www.facebook.com/people/Natural-Resource-Stocks/100090526686713/ NRS TikTok https://www.tiktok.com/@natural.resource.stocks NRS Instagram https://www.instagram.com/naturalresourcestocks/ Chapters 00:00 CoTec rare earth magnet spinout hook 00:59 Steve Yang introduces Julian Treger 01:13 CoTec ticker and website 01:39 A new model for the mining sector 02:31 Process technologies beyond the laboratory stage 03:59 Waste, tailings, e-waste, and critical minerals 04:28 New copper division and DC attention 04:59 Rare earth magnet recycling technology 05:27 How CoTec applies disruptive technologies 07:51 Asset ownership versus licensing 09:08 HyProMag USA plant economics 10:35 Minnesota iron ore and Quebec tailings assets 12:09 Julian Treger’s investing track record 13:57 Shares outstanding and shareholder base 14:11 Market cap, catalysts, and growth plan 15:06 Where investors can learn more 16:06 Waste opportunity and the 20 site target 16:55 Testing results and faster revenue model 18:07 Capital structure, institutions, and warrants 19:22 Why CoTec’s stock has moved 20:09 Closing thoughts The content provided by Galt Consulting Group, doing business as NaturalResourceStocks.net, including but not limited to interviews, articles, podcasts, and other digital media, is for informational purposes only. We reserve the right to buy and sell shares of any company mentioned in these communications, including sponsors of the NaturalResourceStocks.net platform. If Galt Consulting Group or any affiliated parties are invested in a company mentioned in our content, we will publicly disclose such investments on all digital platforms, including but not limited to the NaturalResourceStocks YouTube channel, Apple Podcasts, and Spotify. This disclosure will include clear statements indicating whether or not we hold shares in the companies discussed. Nothing in our content constitutes financial advice. Every investor is responsible for conducting their own due diligence and should seek the advice of a qualified financial professional before making any investment decisions. Past performance is not indicative of future results, and investments in the stock market can result in the loss of principal. By engaging with our content, you acknowledge that you are fully responsible for your investment decisions and agree to hold Galt Consulting Group, NaturalResourceStocks.net, and its affiliates harmless for any financial losses incurred.

Recorded on May 20 2026 at NRS Studios Bob Moriarty of 321 Gold joins Andy Millette on Natural Resource Stocks for a wide ranging conversation on the Iran conflict, the Strait of Hormuz, oil disruption, global markets, gold, silver, and resource stocks. Bob argues that the world is facing a serious energy and geopolitical shock, with pressure building across the Middle East, the United States, Europe, and Asia. He discusses Iran, Israel, China, Russia, the GCC countries, oil supply, commodity inflation, and the possibility of major political fallout if fuel and food availability become the central problem. Andy also presses Bob on precious metals, mining shares, sentiment, and why gold and silver may act as insurance during financial chaos. The discussion closes with Bob’s view that resource stocks may become one of the biggest opportunities if capital rotates into hard assets and producers. #Millettian Key topics Strait of Hormuz disruption and oil supply pressure Iran, Israel, the United States, China, and Russia Middle East airspace, GCC countries, and energy infrastructure Oil, diesel, gasoline, fertilizer, food, and inflation pressure Potential political fallout from fuel and food shortages Gold and silver as protection during financial chaos Mining stocks, resource ETFs, and capital rotation Bob Moriarty’s view on resource stock opportunity Guest links Bob Moriarty and 321 Gold http://www.321gold.com/ Host Andy Millette Natural Resource Stocks Website https://www.NaturalResourceStocks.net YouTube Main https://www.youtube.com/@naturalresourcestocks YouTube World https://www.youtube.com/@NaturalResoureStocksWorld YouTube Clips https://www.youtube.com/@NaturalResoureStocksWorld X https://x.com/theandymillette LinkedIn https://www.linkedin.com/in/andymillette/ NRS LinkedIn https://www.linkedin.com/company/naturalresourcestocks-net/ NRS Facebook https://www.facebook.com/people/Natural-Resource-Stocks/100090526686713/ NRS TikTok https://www.tiktok.com/@natural.resource.stocks NRS Instagram https://www.instagram.com/naturalresourcestocks/ Chapters 00:00 Cold open on Hormuz and the new world order 01:02 Andy opens with Bob Moriarty 01:59 If you are not confused you are not paying attention 02:14 Three major points of view on Iran 05:01 Bob says Iran has won the war so far 07:23 Why Iran is difficult to invade 09:22 Exit strategy and Iran’s restraint 10:18 Petrodollar bargain and Middle East security 12:24 Strait of Hormuz tolls and sanctions 14:06 China, Russia, and Trump’s poker hand 19:40 Strait of Hormuz effectively closed 22:18 Why oil prices may be too low 24:06 Europe, Asia, and global economic pressure 27:48 Regime change pressure and food shortages 30:27 When people cannot feed their families 33:17 Summer driving season and oil availability 35:11 Potential benefit of a US exit from the Middle East 37:16 Gold and silver as insurance against chaos 39:45 Mining shares and resource stock opportunity 42:25 Final warning on Hormuz and the world order The content provided by Galt Consulting Group, doing business as NaturalResourceStocks.net, including but not limited to interviews, articles, podcasts, and other digital media, is for informational purposes only. We reserve the right to buy and sell shares of any company mentioned in these communications, including sponsors of the NaturalResourceStocks.net platform. If Galt Consulting Group or any affiliated parties are invested in a company mentioned in our content, we will publicly disclose such investments on all digital platforms, including but not limited to the NaturalResourceStocks YouTube channel, Apple Podcasts, and Spotify. This disclosure will include clear statements indicating whether or not we hold shares in the companies discussed. Nothing in our content constitutes financial advice. Every investor is responsible for conducting their own due diligence and should seek the advice of a qualified financial professional before making any investment decisions. Past performance is not indicative of future results, and investments in the stock market can result in the loss of principal. By engaging with our content, you acknowledge that you are fully responsible for your investment decisions and agree to hold Galt Consulting Group, NaturalResourceStocks.net, and its affiliates harmless for any financial losses incurred.

Recorded on May 1 2026 at the NRS 2026 Expo in Atlanta. Andy Schectman, President and Owner of Miles Franklin Precious Metals, delivers a keynote presentation on gold, silver, trust, and the shifting global monetary system. Speaking to NRS Expo attendees in Atlanta, Schectman explains why he views gold and silver as wealth rather than a conventional investment, and why physical precious metals remain central to his view of financial protection. He discusses Comex delivery trends, China’s accumulation of gold and silver, central bank buying, BRICS settlement systems, CIPS, mBridge, BRICS Pay, and the growing movement away from dollar based settlement. Schectman also lays out his view on stablecoins, short term treasuries, gold backed long bonds, U.S. debt, reshoring, manufacturing, silver scarcity, and why he believes the most informed buyers are positioning ahead of a major change in the monetary order. #Millettian Chapters 00:00 Opening remarks 00:39 Relationships and trust 02:11 Why the why matters 03:27 Gold and silver as wealth 05:04 Gold, war, rates, and mainstream narratives 07:47 January market collapse narrative 08:35 Margin hikes and ETF rebalancing 11:05 BIS comments on precious metals 11:35 China silver buying 13:09 Comex silver deliveries 15:00 Where the puck is going 16:27 Central banks and gold repatriation 17:14 China gold accumulation 19:44 Comex gold delivery records 22:15 Price as misdirection 25:20 Parallel settlement system 26:38 CIPS and dollar settlement pressure 28:06 mBridge and BRICS bridge 29:53 Shanghai Gold Exchange expansion 32:04 Belt and Road and BRICS Pay 33:35 U.S. debt and reserve currency pressure 36:18 Precious metals backed trade system 37:08 Andy’s monetary system theory 40:17 Gold reshoring 40:42 Stablecoins and the GENIUS Act 43:00 Treasury demand and issuers 45:17 Devaluing against gold 46:07 Measuring assets in gold 49:30 Judy Shelton and gold backed bonds 51:22 Soft default on reserve status 53:47 Manufacturing and zero coupon bonds 56:32 Closing central bank gold quote 58:20 Gold and silver as wealth 59:23 How to contact Miles Franklin Guest links Miles Franklin Precious Metals

Home

Miles Franklin About Andy Schectman

About Us

Recorded on May 1 2026 at the NRS 2026 Expo in Atlanta. Michael Gentile, CFA, Founding Partner and Senior Portfolio Manager at Bastion Asset Management, delivers a keynote presentation on junior mining, gold stocks, and resource investing. Speaking to NRS Expo attendees and junior mining companies in Atlanta, Gentile explains why junior mining equities can offer powerful leverage to gold and wealth preservation, while also warning investors not to confuse a bull market with intelligence. He breaks down the checklist he uses to evaluate mining opportunities, including grade, metallurgy, scale, infrastructure, jurisdiction, management quality, insider ownership, capital efficiency, cap table structure, valuation, and cycle timing. Gentile also explains why most junior mining companies fail, why the rare winners must be large enough to carry the portfolio, and how investors can think more clearly about discovery potential, dilution, position sizing, averaging up, and selling decisions. #Millettian Chapters 00:00 Opening remarks 00:40 Michael Gentile’s background 01:21 Leaving institutional money management 02:24 Why micro cap mining stocks 02:55 Institutional lens on junior mining 03:13 Venture capital model 04:18 Why big winners matter 04:56 Bull market versus intelligence 05:12 Junior mining checklist 05:59 Grade and margin 06:38 Metallurgy and recoveries 07:18 Scale and economics 08:03 Infrastructure and CapEx 09:04 Jurisdiction and permitting 10:34 Social license 11:17 Management and ownership 14:37 Boards and insider ownership 15:54 Capital efficiency 17:22 Drill costs 18:10 Cap table red flags 21:04 Cycle timing 23:46 Capital allocation 25:33 When to stop funding 26:16 Watering winners 27:05 Selling decisions 29:43 K92 Mining example 31:03 Northern Superior example 31:40 NorthIsle example 32:17 Closing remarks Guest links Bastion Asset Management https://www.bastion-am.com/home Michael Gentile bio https://www.bastion-am.com/bio-michael-en Host Andy Millette Natural Resource Stocks Website https://www.NaturalResourceStocks.net YouTube Main https://www.youtube.com/@naturalresourcestocks YouTube Clips https://www.youtube.com/@NaturalResoureStocksWorld X https://x.com/theandymillette LinkedIn https://www.linkedin.com/in/andymillette/ LinkedIn Company https://www.linkedin.com/company/naturalresourcestocks-net/ Facebook https://www.facebook.com/people/Natural-Resource-Stocks/100090526686713/ TikTok https://www.tiktok.com/@natural.resource.stocks Instagram https://www.instagram.com/naturalresourcestocks/ Disclaimer The content provided by Galt Consulting Group, doing business as NaturalResourceStocks.net, is for informational purposes only and does not constitute financial advice. Galt Consulting Group and affiliated parties may buy, sell, or hold shares of companies mentioned, including sponsors of the NaturalResourceStocks.net platform, and will disclose such positions when applicable across NRS digital platforms. Every investor is responsible for conducting their own due diligence and should consult a qualified financial professional before making investment decisions. Past performance is not indicative of future results, and stock market investments can result in loss of principal. By engaging with this content, you acknowledge that you are fully responsible for your own investment decisions.

Recorded on May 12 2026 Rick Rule joins Andy Millette to discuss inflation, the US dollar, gold, savings discipline, Battle Bank, small business survival, The Sovereign Individual, state migration, and natural resource investing. Rick argues that Americans were conditioned by 40 unusually benign economic years and are now underestimating the compounding effect of inflation, debt, unfunded promises, and currency volatility. He explains why he measures expenses and purchasing power in gold terms, why he believes saving only in US dollars ignores global alternatives, and why physical gold remains central to his personal savings framework. The interview also covers the Rule Symposium, oil and gas, precious metals equities, high quality gold companies, and why Rick believes many investors remain underallocated to hard assets. #Millettian Key topics 00:00 Rick Rule warns inflation can ambush America 00:48 Interview begins with Andy Millette and Rick Rule 01:54 What is really going on in the economy 03:09 CPI, food, fuel, taxes, and real inflation 05:34 Inflation and the 1970s ambush lesson 06:15 Why Rick says savers must diversify 07:40 The 75 percent dollar decline idea 09:50 Banking discipline and bad lending 12:05 Federal debt and unfunded promises 14:45 Honest default versus dishonest default 15:55 What inflation means for small businesses 18:04 Wealth as surplus utility created 23:59 Advice for young people and Andy’s kids 27:58 The Sovereign Individual and personal sovereignty 33:12 Philanthropy and private accountability 38:35 State migration and high tax jurisdictions 41:45 Rule Symposium and natural resource investing 47:03 Natural resource sector outlook 48:38 Precious metals underallocation 50:56 Why physical gold belongs in savings 55:10 Closing thoughts Guest links Rick Rule Luma Conference

Home

Rule Investment Media https://ruleinvestmentmedia.com/ Rule Classroom https://ruleclassroom.com/ Battle Bank

Home

Host Andy Millette Natural Resource Stocks Website https://www.NaturalResourceStocks.net YouTube Main https://www.youtube.com/@naturalresourcestocks YouTube Clips https://www.youtube.com/@NaturalResoureStocksWorld X https://x.com/theandymillette LinkedIn https://www.linkedin.com/in/andymillette/ Natural Resource Stocks LinkedIn https://www.linkedin.com/company/naturalresourcestocks-net/ Natural Resource Stocks Facebook https://www.facebook.com/people/Natural-Resource-Stocks/100090526686713/ Natural Resource Stocks TikTok https://www.tiktok.com/@natural.resource.stocks Natural Resource Stocks Instagram https://www.instagram.com/naturalresourcestocks/ The content provided by Galt Consulting Group, doing business as NaturalResourceStocks.net, including but not limited to interviews, articles, podcasts, and other digital media, is for informational purposes only. We reserve the right to buy and sell shares of any company mentioned in these communications, including sponsors of the NaturalResourceStocks.net platform. If Galt Consulting Group or any affiliated parties are invested in a company mentioned in our content, we will publicly disclose such investments on all digital platforms, including but not limited to the NaturalResourceStocks YouTube channel, Apple Podcasts, and Spotify. This disclosure will include clear statements indicating whether or not we hold shares in the companies discussed. Nothing in our content constitutes financial advice. Every investor is responsible for conducting their own due diligence and should seek the advice of a qualified financial professional before making any investment decisions. Past performance is not indicative of future results, and investments in the stock market can result in the loss of principal. By engaging with our content, you acknowledge that you are fully responsible for your investment decisions and agree to hold Galt Consulting Group, NaturalResourceStocks.net, and its affiliates harmless for any financial losses incurred.

Recorded on April 21 2026 Jim Rogers returns to Natural Resource Stocks for a sharp macro discussion on why he has sold all of his U.S. stocks, why he is still holding U.S. dollar cash, and why broad confidence across markets makes him more cautious, not less. In this interview, Rogers explains how crowd psychology, central bank money creation, and an unusually long stretch of market strength can create the kind of setup that leaves investors asking harder questions. He also breaks down why he still owns gold and silver, why he is not buying more at these highs, and why hard assets like agriculture may deserve more attention if the current market mood changes. Steve Yang presses Rogers on the apparent contradiction between distrusting fiat over the long run while still preferring U.S. dollars right now, and Rogers answers by focusing on what the world believes, not just what he believes personally. The conversation also covers geopolitics, market complacency, commodities, and what younger investors should learn from past cycles before the tide turns. #Millettian Key topics list Jim Rogers sold all of his U.S. stocks Why he is holding U.S. dollar cash right now Why central bank printing worries him Gold and silver at all time highs Hard assets versus paper assets Agriculture as a possible place to look Why he is asking whether it is time to short stocks Lessons for younger investors entering uncertain markets Guest links Jim Rogers

Home

Host block single host only Steve Yang Natural Resource Stocks Website https://www.NaturalResourceStocks.net YouTube Main https://www.youtube.com/@naturalresourcestocks YouTube Clips https://www.youtube.com/@NaturalResoureStocksWorld X https://x.com/TheSteveYang LinkedIn https://www.linkedin.com/in/thesteveyang/ NRS LinkedIn https://www.linkedin.com/company/naturalresourcestocks-net/ NRS Facebook https://www.facebook.com/people/Natural-Resource-Stocks/100090526686713/ NRS TikTok https://www.tiktok.com/@natural.resource.stocks NRS Instagram https://www.instagram.com/naturalresourcestocks/ Chapters 00:00 Why the U.S. dollar still wins 00:37 Introduction and Jim Rogers returns 01:44 Longest stretch without a major market break 03:31 Geopolitics, Iran, and market stress 06:25 Why Rogers is holding U.S. dollar cash 09:16 Central bank printing and distorted markets 12:05 Why the tide will eventually turn 12:54 Gold, silver, and the commodity setup 15:01 What investors should be doing now 16:39 Advice for younger investors 18:30 Is it time to short stocks 19:11 Travel, books, and final thoughts The content provided by Galt Consulting Group, doing business as NaturalResourceStocks.net, including but not limited to interviews, articles, podcasts, and other digital media, is for informational purposes only. We reserve the right to buy and sell shares of any company mentioned in these communications, including sponsors of the NaturalResourceStocks.net platform. If Galt Consulting Group or any affiliated parties are invested in a company mentioned in our content, we will publicly disclose such investments on all digital platforms, including but not limited to the NaturalResourceStocks YouTube channel, Apple Podcasts, and Spotify. This disclosure will include clear statements indicating whether or not we hold shares in the companies discussed. Nothing in our content constitutes financial advice. Every investor is responsible for conducting their own due diligence and should seek the advice of a qualified financial professional before making any investment decisions. Past performance is not indicative of future results, and investments in the stock market can result in the loss of principal. By engaging with our content, you acknowledge that you are fully responsible for your investment decisions and agree to hold Galt Consulting Group, NaturalResourceStocks.net, and its affiliates harmless for any financial losses incurred.