Mining Stock Education

Host Brian Leni interviews Amanda van Dyke, founder and managing director of the Critical Minerals Hub and author of The Mineral Imperative, about rising mineral demand, supply-chain complexity, and geopolitical risk. Van Dyke says global metals and minerals output has doubled over 25 years and must at least double again to maintain today’s economic level, while mining faces lower grades and a discovery drought. She warns shortages can trigger volatile outcomes, including trade and shooting wars, noting China invested about $1 trillion over 25 years to control roughly 60% of the global metals/minerals supply chain and 90% of some small critical metals. They discuss Strait of Hormuz disruption risk, U.S. defense stockpiles, government-backed price floors like the MP Materials rare earth deal, G7 coordination, and why EU anti-mining policies and permitting risk make it a poor investment jurisdiction after losing 40% of mining capacity.

00:00 Intro
00:57 Meet Amanda Van Dyke
02:25 Why We Must Mine More
03:48 Scarcity and Trade Wars
05:54 Middle East Chokepoint Risks
09:30 Defense Stockpiles Reality
13:06 US Price Floors Explained
21:06 G7 Minerals Club Plans
22:48 EU Anti Mining Problem
27:20 Where Value Is Now
31:30 Biggest Bear Case Recession
33:45 AI And Net Zero Reality Check
37:05 The Mineral Imperative Book

https://criticalmineralshub.org/

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This was not a sponsored interview. Mining Stock Education (MSE) offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. If you buy stock in a company featured on MSE, for your own protection, you should assume that it is MSE’s owner personally selling you that stock. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/

Tomasz Nadrowski is the author of “Mineral War: China’s Quest for Weapons of Mineral Destruction.” In this episode, host Bill Powers interviews Tomasz to understand the nature of this mineral war so that investors can discern the best profit opportunities. Nadrowski shares that China has quasi-monopolized and weaponized critical mineral supply chains, forcing the West to rebuild upstream-to-downstream value chains where geopolitics can matter as much as geology. He describes his mining and hedge fund background, his fund’s focus on rare earths, battery materials, and specialty metals, and the need to assess offtake, processing capacity, and government policy. Tomasz argues effective policy requires three levers: upstream reference prices, protection via tariffs, and downstream incentives to adopt Western/allied materials instead of cheap Chinese supply; he criticizes cost-plus pricing while viewing the MP Materials deal as a market signal lowering capital costs. The discussion covers tungsten (China’s ~82% control), top monopolies (heavy rare earths, gallium, flake graphite), gallium and germanium sourcing, China’s Africa deal structure and debt effects, China’s control of nickel via Indonesia, and trading/exit discipline amid high volatility.

00:00 Intro
00:20 Meet the Guest
00:52 Mining to Hedge Funds
02:32 Mineral War Thesis
03:45 How the Fund Invests
06:14 Government Grants Angle
08:09 Price Floors Debate
10:26 Tariffs and Incentives
12:21 Tungsten Spotlight
14:29 Why China Restricts Exports
17:18 China in Africa Playbook
19:51 Africa Debt Reckoning
21:49 What to Call This System
22:51 China Debt Dilemma
23:51 Critical Minerals Ranking
24:24 Why Gallium Matters
26:49 Germanium Supply and Stockpiles
28:36 US Policy Whiplash
30:23 Nickel Indonesia China Proxy
32:11 Competing with China Standards
35:05 Investing Exit Strategy

Tomasz’s book: https://www.amazon.com/Mineral-War-Chinas-Weapons-Destruction/dp/B0GHDYRLZK

Tomasz’s LinkedIn: https://www.linkedin.com/in/nadrowski

Tomasz’s fund: https://www.amvestterraden.com/

Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39

This was not a sponsored interview. Mining Stock Education (MSE) offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. If you buy stock in a company featured on MSE, for your own protection, you should assume that it is MSE’s owner personally selling you that stock. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/

Seasoned resource investing expert Ed Baer returns to MSE and offers speculators candid advice. Ed discusses current resource-sector opportunities amid recent commodity enthusiasm and subsequent pullbacks. Baer explains why he got involved with Mogotes Metals in the Vicuna district near major projects and outlines aggressive drilling plans amid lab delays. He also assesses a current loser in his portfolio, Pan Global.

Ed Baer currently serves as CEO and Executive Member of the Board of Directors for the private resource investment company DNA Gold Corp. Mr. Baer has extensive experience in strategic planning and business development, spanning over 30 years in the natural resources sector. In his capacity as Interim Chairman and CEO of European Goldfields Ltd., he effected the transformation of the company through strategic initiatives that leveraged his project management, financing and capital markets experience. Mr. Baer also served in a senior corporate development capacity to Greystar Resources Ltd., and held senior executive positions and a directorship with TVX Gold Inc. Having served in senior executive and corporate development positions for junior and mid-tier precious metals companies, he has a demonstrated record in the transformation and successful building and turnaround of соmраnіеѕ. Mr. Baer holds a Master of Laws (LLM) from Osgoode Hall Law School and a Master of Science (Leadership) with Distinction from Northeastern University. He is a member of the Institute of Corporate Directors and obtained the ICD.D designation in 2009.

00:00 Intro
00:46 Euphoria in junior miners
03:11 Reality Check Pullbacks
04:42 Why Gold and Copper
07:09 Financing Window Tightens
07:47 Flow Through Skepticism
09:03 Mogotes Metals Origin Story
10:01 Vicuna District Big Picture
11:43 Drilling Plans and Lab Delays
13:06 Jurisdiction and Due Diligence
14:23 Taking Profits Not Greedy
16:42 Handling Losers: Pan Global
19:31 MRE Timing and Credibility
21:01 Calling Institutions for Clarity
22:08 Opportunity Cost Reality
23:19 Walking Away from Arrogance
24:23 Use Realistic Metal Prices
25:51 Background Checks and Governance
29:00 Options RSUs And Pay Abuse
31:10 Useless Board Seats
33:34 Eike Batista Lesson
36:58 Thunder Bay Due Diligence
39:30 Why Promos Fade Online
40:18 How To Reach Ed

Ed Baer’s private investment company: https://www.dnagoldcorp.com/

Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39

This was not a sponsored interview. Mining Stock Education (MSE) offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. If you buy stock in a company featured on MSE, for your own protection, you should assume that it is MSE’s owner personally selling you that stock. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/

Bill Powers interviews Shawn Khunkhun, CEO of Dolly Varden Silver, for an update on Dolly Varden’s proposed merger with Contango Ore. The merger is expected to close around March 26 after shareholder votes and final court approval, with the combined company trading as CTGO on NYSE American and also listing on the TSX. Khunkhun outlines a $50M ETF/index buying “catch-up trade” expected soon after closing, and emphasizes a $50M exploration budget funded by roughly $100M cash plus cash flow from an the Alaskan Mahn Choh producing mine, alongside $14.5M debt. He provides guidance targeting a 50% increase in silver inventory toward 100M ounces, improved gold resource conversion and grade, and discusses planned growth including Lucky Shot (production by 2028) and Johnson Tract capex, potential hub-and-spoke processing, and a scenario of up to $250M free cash flow in 2027.

00:00 Intro
00:27 Merger Timeline and Approvals
02:17 Exploration Strategy and Budgets
04:25 Balance Sheet and Funding Plan
05:26 Resource Growth Guidance
06:56 Jurisdiction and Catchup Trade
10:02 ETF Rebalance and US Domicile
10:44 Grants and Permitting Upside
11:54 2027 Free Cash Flow Outlook
14:04 Valuation Framework and Comps
17:33 Capex Roadmap and Production Build
19:03 Hub and Spoke Processing Model
21:43 Silver Price Guidance and Equity Catchup
24:38 NewCo Leadership and Share Structure

Learn more about the merger: https://contango-ore-to-merge-with-dolly-varden-silver.com/

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Sponsor Dolly Varden Silver Corp. pays MSE a United States dollar seven thousand per month coverage fee. The forward-looking statement disclaimer found in Dolly Varden’s most-recent company slide deck found at www.DollyVardenSilver.com applies to everything discussed in this interview. Mining Stock Education (MSE) offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/

Bill Powers interviews resource fund manager Adrian Day about market volatility tied to war in Iran, comparisons to the late 1970s, and positioning in gold, oil, and commodities. Day argues the U.S. is moving into stagflation as employment and retail weaken while inflation remains stubborn, citing issues with unemployment data, rising credit card debt, and consumers trading down. He explains gold often rises before geopolitical events and then sells off as profits are taken, while remaining bullish on gold over the next 6–12 months. On oil, he says the oil stocks have rerated and are not especially cheap, so he has been selling oil stocks recently. Day expects commodities to benefit from underinvestment cycles and discusses copper supply constraints, demand risks from EVs and data centers, and his investment in Lara Exploration.

00:00 Intro
00:29 War Iran and 70s Echoes
01:42 Why Gold Shrugs Off War
04:12 Long Term Gold Bull Case
04:49 Oil Setup and ESG Headwinds
07:31 Stagflation Jobs and Spending
13:57 Inflation Reality Check
16:00 Commodities and Supply Cycles
18:27 Copper Shortage and Substitution
20:14 EVs Data Centers Demand Debate
25:11 Copper Investing and Recycling
28:00 How to Play Gold Stocks
35:37 Lara Exploration Thesis
39:44 Website Resources and Wrap Up

https://adriandayassetmanagement.com/

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Mining Stock Education (MSE) offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. If you buy stock in a company featured on MSE, for your own protection, you should assume that it is MSE’s owner personally selling you that stock. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/