PDAC, the world’s leading mining and mineral convention has ended – with over 23,000 attendees and 1,100 exhibitors this year — and countless deals. For investors, one theme dominated the convention, (cautious) optimism.

Natural graphite is a critical element for electric vehicle batteries and energy storage systems and it’s facing a potential 1.2-million-metric-ton supply shortage in 2030, rising to 8 million tons by 2040.

This week’s episode features Nickel 28 chairman Anthony Milewski on recent developments in industrial metals, particularly in the United States following the Inflation Reduction Act legislation.

The energy transition will need more copper than all the world has consumed from 1900-2021. The problem (and opportunity for investors): supply is struggling to keep up.

https://www.youtube.com/watch?v=9bdm4aLoFHs In this episode we have a returning who appeared in June 2022 (Episode 248). Anthony Milewski, Chairman of Nickel 28 who are an innovative battery metals focused investment vehicle with a focus on metal streaming and royalty agreements offering...

sales of electric vehicles forecast to rise over 10x by 2030 electric vehicle sales growth has potential to create demand for cobalt, lithium, nickel worth US$300 billion by 2030* by 2030, demand could outstrip supply in cobalt by 32%, nickel...

lithium demand forecast to increase x40 by 2040 lithium prices reached US$80,800 per tonne in 2022, an increase of 1,000% Zimbabwe holds some of the world's largest hard rock lithium reserves China has invested over US$1.4 billion in Zimbabwe lithium...

https://www.youtube.com/watch?v=9AVc1dog2k4 Martin Piskoric and Anthony Milewski discuss the potential benefits of investing in battery metals, MHP nickel production, carbon credits, and reusable batteries. Anthony is an experienced investor in the sector, having invested money into some of the most promising...

gold price reaching record highs, with strong fundamentals for higher growth central banks bought over 700 tonnes by November 2022 gold mining exploration is up, but development of new mines has stalled the great gold rush of 2023 is upon...

demand for critical minerals could rise six times by 2040 on average it takes 16 years for a new mine to be approved financial premium benefits for ESG mines higher than "traditional" mines governments in the West promising to speed...

commodities have potential to outperform stocks and bonds in recession many commodity prices already set to rise with underinvestment in supply there will be volatility and not all commodities are the same, timing is key The big question for every investor...

war in Ukraine is catalyst on underinvestment in energy and commodities China, deglobalization and energy transition driving commodity prices mining industry needs record investment soon to meet coming demand The Oregon Group was set up to take advantage of a pivotal,...