Macro News Videos - Natural Resource Stocks

Recorded on October 6, 2026 at NRS Studios Lobo Tiggre of The Independent Speculator joins Steve Yang to explain why he has started adding to his uranium holdings while keeping cash available for opportunities in gold, silver and copper. Tiggre is the founder, CEO, principal analyst and editor of Louis James LLC. Lobo outlines his uranium investment thesis through the relationship between spot prices and long-term contract prices. He argues that weaker uranium equities can create opportunities when the physical market has not weakened alongside them. He explains why new supply still requires economic deposits, permits, financing and a capable operating team. The conversation examines whether uranium stocks have become too closely tied to the AI investment narrative. Lobo treats AI-related power demand as an additional driver rather than the sole foundation of his thesis. He compares nuclear technologies and exposure through the metal, producers, developers and explorers. Position size and investment selection, he says, should reflect an investor's needs and tolerance for risk. On precious metals, Lobo distinguishes taking profits in mining equities from selling physical gold and silver. He discusses a possible gold consolidation range and explains why prices near $4,000 could become interesting if mining stocks fall further than the change in their operating economics warrants. He looks for a gap between stock prices and company value. Lobo also explains why he likes copper's long-term fundamentals but remains reluctant to chase elevated valuations. He closes with lessons from earlier market cycles, the danger of certainty and his reasons for retaining cash instead of trying to predict every short-term market move. Key Topics • Uranium spot versus long-term contract pricing • Physical supply constraints and uranium equity valuations • AI power demand and small modular reactors • Metal exposure, producers, developers and explorers • Gold consolidation and mining-stock buying opportunities • Copper valuation and disciplined capital allocation • Cash reserves, due diligence and market-cycle uncertainty Lobo Tiggre — The Independent Speculator Website: https://independentspeculator.com/ My Take: https://independentspeculator.com/services/my-take X: https://x.com/duediligenceguy LinkedIn: https://www.linkedin.com/in/lobotiggre/ Host Steve Yang — Natural Resource Stocks Website: https://naturalresourcestocks.net/ YouTube Main: https://www.youtube.com/@naturalresourcestocks YouTube World: https://www.youtube.com/@NaturalResoureStocksWorld Steve X: https://x.com/JustSteveYang Steve 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/ Like and subscribe for more resource-investing interviews. #Millettian Chapters 00:00 Lobo is adding uranium holdings 00:53 Steve Yang introduces Lobo Tiggre 01:44 Cash and the uranium opportunity 06:21 Uranium stocks versus the physical market 12:07 AI demand and uranium fundamentals 14:57 Choosing uranium exposure 16:31 Nuclear technology and the uranium cycle 20:46 Copper valuations and precious metals 23:52 What would make gold stocks attractive? 26:51 Why Lobo is waiting on copper 28:44 Market uncertainty and cash discipline 34:48 Lessons from earlier commodity cycles 37:38 The Independent Speculator and My Take 38:55 Where to follow Lobo Tiggre 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 October 5 2026 at NRS Studios WATCH THE FULL INTERVIEW ON NRS WORLD: In this NRS Main clip from Alex Krainer's full NRS World interview, Andy Millette focuses on the part of the conversation with the clearest implications for investors: what happens when heavily indebted economies have to live with materially higher interest rates. Krainer, founder of Krainer Analytics and creator of I-System Trend Following, explains why he believes geopolitics has become an important driver of bond markets and interest rates. He traces the move away from the near-zero-rate environment, discusses the historic selloff in government bonds, and compares the relative position of U.S. Treasuries with British, European, and Japanese sovereign debt. The discussion then turns to the mechanics that can make higher yields increasingly difficult for governments to manage. Krainer argues that rising borrowing costs can push governments toward shorter-term financing, forcing them to refinance debt more frequently. In his view, that can add instability, weaken confidence in a currency, increase inflation pressure, and leave policymakers with fewer attractive choices. Britain receives particular attention. Krainer describes British gilts as the weakest link among the major Western bond markets he has followed over the period discussed and explains why currency exposure matters when investors evaluate sovereign debt. He also lays out the difficult tradeoff between higher rates, inflation, government spending, austerity, and economic growth. For investors, the central question is not simply where interest rates are today. It is whether high borrowing costs can become a self-reinforcing cycle through refinancing pressure, currency weakness, inflation, and slower growth. Krainer's market forecasts and interpretations are his analysis and opinions. KEY TOPICS • Sovereign bond yields and debt pressure • U.S. Treasuries versus Europe and Japan • British gilts and the pound • Government refinancing risk • Short-term versus long-term borrowing • Currency weakness and inflation • Austerity and economic growth • What higher rates can mean for investors ALEX KRAINER I-System Trend Following

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The Naked Hedgie https://thenakedhedgie.com/ Substack https://alexkrainer.substack.com/ TrendCompass https://trendcompass.net/ X https://x.com/NakedHedgie LinkedIn https://www.linkedin.com/in/alex-sasha-krainer-0b74ab1a/ YouTube https://www.youtube.com/channel/UCAqRpyLzC4xanGQQQtxW0qQ HOST ANDY MILLETTE Natural Resource Stocks

Natural Resource Stocks

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NRS Instagram https://www.instagram.com/naturalresourcestocks/ For more market and resource-investing interviews, subscribe to Natural Resource Stocks. #Millettian CHAPTERS 00:00 Why High Yields Matter 00:35 Geopolitics and Interest Rates 02:23 The Historic Bond Selloff 04:32 U.S. Versus Europe and Japan 05:17 Why Britain Looks Vulnerable 06:24 Debt Built on Cheap Money 08:22 The Refinancing Problem 09:01 Currency and Inflation Pressure 10:09 Austerity Versus Growth 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 September 30 2026 at NRS Studios Justin Huhn, Founder and Publisher of Uranium Insider Pro Newsletter, joins Steve Yang for a detailed uranium market update focused on the physical market, long term contracting, nuclear fuel demand, mine supply and uranium equities. Huhn explains why he is watching the continued strength in the term uranium market even as spot trading remains relatively quiet. He discusses the lack of motivated selling, what current seller behavior may be signaling, and why he believes new mine supply has not yet been enough to suppress uranium prices. The conversation covers global nuclear fuel demand, renewed Japanese utility buying, South Korean enrichment requirements and the uncovered uranium needs of the United States. Huhn also examines how AI data centers and hyperscalers are supporting nuclear plant life extensions, restarts and new reactor development. Steve and Justin dig into the long uranium cycle and the difficulty of bringing new mine supply online. Huhn explains why he believes the market could remain tight for years and what a potential supply shock could look like. They also examine uranium equities, the disconnect between physical uranium prices and mining stocks, market sentiment, volatility and the signals Uranium Insider uses when positioning capital. Huhn closes by explaining the service's long term and trading portfolios, its focus on physical market intelligence, and how investors can follow his work. KEY TOPICS Uranium spot and term pricing Physical uranium market and seller positioning Global uranium contracting Japan, South Korea and United States utility demand AI data centers and nuclear power demand Reactor restarts and life extensions Uranium mine supply and development timelines Potential uranium supply shock Long duration uranium market cycles Uranium equities and market sentiment Uranium Insider investment process JUSTIN HUHN AND URANIUM INSIDER Website: https://www.uraniuminsider.com/ LinkedIn: https://www.linkedin.com/in/justin-huhn-2b737b16/ X: https://x.com/UraniumInsider YouTube: https://www.youtube.com/@UraniumInsider Podcast: https://members.uraniuminsider.com/podcasts/uranium-market-minute-podcast STEVE YANG AND NATURAL RESOURCE STOCKS Website: https://naturalresourcestocks.net/ YouTube Main: https://www.youtube.com/@naturalresourcestocks YouTube World: https://www.youtube.com/@NaturalResoureStocksWorld X: https://x.com/JustSteveYang 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/ If you follow uranium, nuclear energy and natural resource investing, subscribe to Natural Resource Stocks for more long form investor conversations. #Millettian CHAPTERS 00:00 Cold Open 01:00 Introduction and Uranium Market Update 02:23 Spot and Term Price Signals 03:56 Global Contracting and Major Buyers 06:12 Korea, Japan and Utility Demand 09:30 AI Hyperscalers and US Nuclear Demand 15:27 Uranium Supply and Price Pressure 20:09 Why Uranium Cycles Run Differently 27:06 Supply Shock and Long Term Bull Case 31:31 Reactor Life Extensions and Safety 34:02 2027 Uranium Price Outlook 35:00 Uranium Equities and Market Sentiment 39:27 Uranium Insider Strategy 45:28 Uranium Equities and Long Term Outlook 48:10 Uranium Insider Portfolios 50:56 Where to Find Justin Huhn 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 September 28 2026 at NRS Studios WATCH THE FULL INTERVIEW ON NRS WORLD: Doug Casey joins host Steve Yang for a focused discussion on energy, oil refining, geopolitical pressure, and how modern warfare could affect markets and critical infrastructure. Casey begins with the role energy plays in the global economy and explains why crude oil must move through refining before it becomes usable products such as gasoline, diesel, kerosene, and jet fuel. He discusses the importance of refining capacity, shipping routes, and supply disruption, then connects those issues to broader geopolitical tensions. The conversation moves into Casey’s views on Iran, Russia, Ukraine, and U.S. foreign policy. He also discusses how future conflicts could differ from past wars through the use of precision weapons, drones, robotics, biological technologies, and cyberwarfare. Casey’s political and geopolitical statements in this clip are his own opinions and interpretations. For investors, the central question is how energy supply, refining constraints, shipping disruption, and infrastructure vulnerability can interact with geopolitical instability. The discussion highlights why energy systems, transportation networks, and digital infrastructure can become important market variables when global tensions rise. Key Topics • Oil, refining and fuel production • Shipping and energy supply • Iran and Middle East tensions • Russia and Ukraine • U.S. foreign policy • Drones and precision weapons • Robotics and future warfare • Cyberwarfare and infrastructure risk Doug Casey International Man

International Man HP

Doug Casey Author Archive https://internationalman.com/articles/authors/doug-casey/ Crisis Investing

Doug Casey’s Crisis Investing

Steve Yang – Natural Resource Stocks Website

Natural Resource Stocks

YouTube Main https://www.youtube.com/@naturalresourcestocks YouTube World https://www.youtube.com/@NaturalResoureStocksWorld X https://x.com/JustSteveYang 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

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NRS Instagram https://www.instagram.com/naturalresourcestocks/ Subscribe for more long-form conversations on resources, markets, and the forces shaping the investment landscape. #Millettian Chapters 00:00 Energy and Oil Refining 00:56 Shipping and Supply Disruption 01:47 Iran and Geopolitical Pressure 02:14 Russia and Ukraine 03:29 Donbas and U.S. Support 04:11 Iran and U.S. History 05:31 Future Warfare 06:57 Precision Weapons and Drones 08:03 Robotics and Warfare 08:28 Biological and Cyber Risks 09:42 Cyberwar and Infrastructure 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 August 27 2026 at NRS Studios Jeff Phillips joins Tiffany Georgopoulos to break down fiat currencies, hard assets, gold, silver, junior resource investing, and how newer investors can think about protecting purchasing power. Phillips explains why he considers himself a fiat currency bear rather than simply a gold bug and why he believes hard assets deserve a long-term place in a diversified portfolio. The conversation moves through gold allocation, market corrections, liquidity crises, critical minerals, uranium, copper, royalties, streaming companies, and prospect generators. Phillips also explains what he looks for in junior resource companies, including management track record, insider ownership, share structure, and major shareholders. Tiffany asks how younger investors should approach long-term investing, savings, portfolio construction, and speculative resource stocks. The interview closes with Phillips discussing artificial intelligence, entrepreneurship, investing in yourself, and the book he recommends to young people starting out. Key Topics Fiat currencies and purchasing power Gold and silver as hard assets Junior mining and resource stocks Critical minerals, rare earths, uranium and copper Market corrections and liquidity crises Gold allocation and keeping cash available Long-term investing for younger investors Royalties, streaming and prospect generators Management ownership and share structure Artificial intelligence and entrepreneurship Jeff Phillips Geomorphic AI https://www.geomorphic.ai/ LinkedIn https://www.linkedin.com/company/geomorphic-ai/ Book Recommended by Jeff Phillips How to Win Friends and Influence People by Dale Carnegie https://www.simonandschuster.com/books/How-to-Win-Friends-and-Influence-People/Dale-Carnegie/Dale-Carnegie-Books/9781982171452 Host Tiffany Georgopoulos Natural Resource Stocks Website https://www.NaturalResourceStocks.net YouTube Main https://www.youtube.com/@naturalresourcestocks YouTube World https://www.youtube.com/@NaturalResoureStocksWorld NRS LinkedIn https://www.linkedin.com/company/naturalresourcestocks-net/ NRS Facebook https://www.facebook.com/people/Natural-Resource-Stocks/100090526686713/ NRS TikTok

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NRS Instagram https://www.instagram.com/naturalresourcestocks/ Chapters 00:00 Cold Open 00:52 Tiffany Georgopoulos Introduces Jeff Phillips 01:59 Fiat Currency vs Hard Assets 05:53 Gold Exposure and Junior Miners 09:24 Critical Minerals Rare Earths and Uranium 11:19 Confidence in Fiat Currencies 12:57 Liquidity Crises and Gold 14:07 Jim Dines and Keeping Cash 15:52 Hard Asset Stocks and Resource Investing 18:07 Why Jeff Expects a Market Correction 20:29 Gold Allocation and the Fiat Currency Bear Thesis 23:43 Long-Term Investing for Younger Investors 26:32 Royalties Streaming and Prospect Generators 29:49 Liquidity and Portfolio Protection 30:57 AI Entrepreneurship and Investing in Yourself 33:16 What Jeff Looks for in Junior Resource Companies 35:36 How to Win Friends and Influence People 37:13 Closing Thoughts #Millettian 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 August 25 2026, at NRS Studios Jan Willhöft, Partner at AXINO Capital GmbH, joins Steve Yang of Natural Resource Stocks to discuss how AXINO approaches junior-mining investing across gold, silver, copper, uranium, and critical resources. Jan explains why he believes late-stage exploration and early-development companies may offer opportunity after larger producers captured much of the first wave of investor attention. He also lays out a contrarian framework built around buying sectors when sentiment is weak, including his views on silver, lithium and overlooked Mexican mining assets. The conversation examines how European industrial demand could drive more direct investment, equity participation and offtake agreements with mining projects. Jan also explains why management track record, permitting experience and meaningful personal capital invested by executives matter when evaluating a junior miner. Steve and Jan close by discussing valuation disconnects, commodity cycles and how investors can think about positioning before mainstream capital returns. #Millettian Key topics • AXINO Capital and junior-mining investing • Gold, silver, copper and uranium • Triple-digit silver thesis • Late-stage exploration and early development • European industrial demand for metals • Offtake agreements and strategic investment • Mexico and overlooked mining jurisdictions • Contrarian lithium positioning • Gold, debt, deficits and inflation • Evaluating mining CEOs and management teams • Management hard-dollar investment Jan Willhöft and AXINO Capital AXINO Capital https://www.axinocapital.de/ AXINO Corporate https://www.axino.com/ AXINO Academy https://axinoacademy.de/ Jan Willhöft LinkedIn https://www.linkedin.com/in/janwillh%C3%B6ft/ Jan Willhöft TikTok https://www.tiktok.com/@janwillhoeft AXINO Capital LinkedIn https://www.linkedin.com/company/axinocapital/ AXINO Capital YouTube https://www.youtube.com/@axinocapital AXINO Capital English YouTube https://www.youtube.com/@axinocapital-en AXINO Capital Instagram https://www.instagram.com/axinocapital/ AXINO Capital X https://x.com/axinocapital 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 Buy it when everyone hates it 00:53 Steve introduces Jan Willhöft 01:12 Jan and AXINO Capital 02:26 European versus North American investors 04:45 The global competition for metals 05:24 Industrial capital moving into mining 07:03 Gold silver copper and uranium 07:46 Triple-digit silver and junior miners 08:49 US Canada Mexico and critical minerals 09:56 Mining jurisdictions 11:13 Why Jan is watching Mexico 11:57 Contrarian investing and silver 12:42 What people hate that Jan watches 15:21 Gold debt deficits and inflation 15:56 Why AXINO likes junior miners 18:15 Finding solvable valuation disconnects 19:56 Evaluating mining CEOs 21:31 Does management have its own money invested 22:55 The divorce investment test 23:33 Where to follow Jan and AXINO 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 at NRS Studios In this edition of Another Look, Tiffany Georgopoulos examines how critical minerals are moving from a pure supply-and-demand story into a question of economic security, processing power, and geopolitical access. China’s dominance in refining, export controls on rare earths, and the concentration of copper smelting capacity show why owning a resource in the ground is not the same as controlling the supply chain. Tiffany looks at how the United States, allied countries, defense companies, and manufacturers are responding with domestic investment, stockpiles, financing, tariffs, processing capacity, and long-term supply agreements. She also explains why Canada, Australia, and other reliable jurisdictions can carry strategic value that a traditional commodity model may miss. For resource investors, the emerging question is no longer only what the world needs or what is cheapest to produce, but which projects can deliver secure supply from places governments and industry can trust. #Millettian Key topics Critical minerals and supply-chain security China’s refining and processing dominance Copper smelting, rare earths, nickel, scandium, and germanium Export controls and economic security U.S. critical-mineral and battery investment Defense supply chains and strategic stockpiles Free trade versus national security Canada and Australia as reliable jurisdictions Government financing, offtake agreements, and processing capacity How geopolitical value can change commodity investing Natural Resource Stocks Website https://www.NaturalResourceStocks.net YouTube https://www.youtube.com/@naturalresourcestocks https://www.youtube.com/@NaturalResoureStocksWorld LinkedIn 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/ Chapters 00:00 The next commodity opportunity 00:32 The efficiency model starts changing 01:44 Where strategic power really sits 02:09 China’s refining and copper smelting dominance 02:37 Export controls become an economic security issue 03:41 U.S. critical-mineral investment and defense supply chains 04:35 Free trade meets national security 05:23 What happens if supply disappears 06:21 Why secure supply changes commodity investing 07:03 Which projects and jurisdictions matter more 07:49 Strategic value beyond scarcity 08:16 Geopolitical value changes the commodity math 09:02 The next major commodity opportunity 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.