Mining Stock Education

In this episode, host Bill Powers interviews critical metals expert Tomasz Nadrowski to discuss the significance of the U.S. Government’s recent historic roundtable with the mining industry. At the gathering, President Trump announced over $2 billion in critical mining and mining-related projects to revitalize the industry and over $180 million in mining school investments to bolster the American mining workforce. Tomasz is the author of “Mineral War: China’s Quest for Weapons of Mineral Destruction.”

00:00 Intro
00:43 White House Minerals Push
01:14 Workforce Crunch Timeline
03:08 Resolution Copper and Projects
04:31 How Funding Gets Chosen
05:06 Market Signals and Investors
06:42 FORGE Price Floors
07:55 Export Controls and Recycling
09:00 Government Due Diligence
09:58 Scandium Bet Explained
11:33 Graphite and Offtake Risk
13:41 Greenland Reality Check
15:03 Fund Edge and DLE View
16:54 Metallurgy and Midstream
20:33 Getting Generalists Involved

White House Fact Sheet Discussed: https://www.whitehouse.gov/fact-sheets/2026/08/fact-sheet-president-donald-j-trump-announces-billions-in-new-deals-and-investments-to-power-american-mining/

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/

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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/

Coppernico Metals CEO Ivan Bebek explains the major Sombrero Copper-Gold Project permitting milestone in Peru, which now allows drilling of up to 300 holes from 181 drill-pad platforms. The EIA-Sd permit was received in 7–8 months versus a typical 12–18 months, even after delays tied to Peru’s election. The next step is a 30–60 day “start of activities” approval, targeting drilling by September/October, beginning at the Fierrazo target which has shown 232m of .47% Cu surface channel samples and historical holes returning 0.5–0.9% copper over tens of meters. Bebek discusses a $5.5M financing impacted by market/geopolitical uncertainty, Teck maintaining ~9.9% ownership, plans for a larger 60–65 hole, 18-month program across multiple targets, claim optimization to ~57,000 hectares with 12 targets, improving mining sentiment in Peru, and evaluation of potential large-scale U.S. acquisitions after reviewing 240 projects, plus upcoming marketing and conference outreach.

00:00 Intro
00:30 Permit Breakthrough
01:48 Fast Track Timeline
02:57 Fierrazo Drill Plan
04:01 Financing Explained
06:33 Drilling Logistics
07:40 Targets & Timeline
08:55 Region Heats Up
10:08 Claim Optimization
11:10 Peru Politics Outlook
14:02 US Acquisition Strategy
16:35 Catalysts & Marketing
17:45 Copper Thesis Sombrero

Sponsor: https://coppernicometals.com/
TSX:COPR; OTCQB: CPPMF; FSE: 9I3

Press release discussed: https://coppernicometals.com/coppernico-receives-approval-for-major-drill-permit-expansion-at-sombrero/

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Sponsor Coppernico Metals pays MSE a United States dollar seven thousand per month coverage fee. 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/

In this episode, John Passalacqua, CEO of First Phosphate Corp. explains two major government-backed catalysts advancing the company's flagship Bégin-Lamarche igneous phosphate project in Saguenay–Lac-Saint-Jean, Québec.

First, Bégin-Lamarche was selected for "Filon" support status with Québec's Ministry of Natural Resources and Forests, an initiative designed to accelerate mining projects in the province. Second, First Phosphate finalized agreements for an addition $4.84 million in non-repayable contributions from the Government of Canada, via Natural Resources Canada's First and Last Mile Fund, to advance the Bégin-Lamarche deposit. This new funding adds to the $16.7 million already committed by NRCan in March 2026 through the Global Partnerships Initiative — bringing total recent federal backing north of $21.5M.

Both announcements reflect Ottawa's and Québec's shared push to build out domestic critical minerals supply chains for the North American LFP battery sector — de-risking permitting timelines and infrastructure costs for First Phosphate ahead of construction.

Tickers: CSE: PHOS – FSE: KD0 – OTCQX: FRSPF – OTCQX-ADR: FPHOY

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Sponsor First Phosphate pays Mining Stock Education a United States dollar ten thousand per month coverage fee. First Phosphate’s forward-looking statement found in the company's presentation applies to the content of this interview. 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/

Pro mining investor David Erfle of JuniorMinerJunky.com shares that he recently sold his oil stocks to purchase three gold stocks which he reveals. He also provides commentary on the gold and silver prices and shares how he is navigating the junior mining market.

00:00 Intro
00:38 Gold Bottoming Setup
03:17 Why Stocks Surge
04:15 Bottom Metrics History
06:00 Rhino Horns Strategy
09:11 Oil to Gold Rotation
10:21 Stock Picks Breakdown
13:52 US Permitting Fast 41
15:06 Newmont Cash Returns
16:19 Newsletter Sentiment Gauge
23:31 Retail Mania Still Absent

David’s website: https://juniorminerjunky.com/

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

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/

"The long-term drivers for the commodity cycle are intact. The rally that we've seen over the last 24 months, it's just like a teaser of what's coming when you look at broad sort of like landscape ideas in terms of like the exposure of global markets to mining and metals and to energy as well, it's less than 1% in some cases. If that only gets back to long-term averages of 5 to 10%, we're looking at trillions of dollars that are going to roll into our space. We live in a world where companies have trillion-dollar valuations. Why can't our companies [miners] have trillion-dollar valuations?" explains Resource Fund Manager Samuel Pelaez in this MSE episode.

Samuel Pelaez is the President, CEO and CIO of Olive Resource Capital Inc. He has dedicated the past decade to financing natural resource projects while serving as Chief Investment Officer and Portfolio Manager at Galileo Global Equity Advisors, and as an analyst at US Global Investors. Mr. Pelaez has been an early investor in numerous resource discoveries and has been an active participant in Canadian resource corporate transactions. Samuel graduated from the Schulich School of Business with Distinction. He also holds a Masters in Finance degree from The University of Cambridge. He was a scholar of the Financial Leaders of Tomorrow Program at the PBOC Graduate School at Tsinghua University in Beijing. Samuel is a CFA charter holder and member of the Toronto CFA Society where he resides.

Sam’s website: https://olive-resource.com/

00:00 Intro
00:47 Market Outlook and Fed
02:41 Gold Pullback Opportunity
04:12 Liquidity Spreads to Commodities
07:04 Whales Media and Charts
08:29 Copper Capex and Juniors
13:54 Project Quality and Water
17:13 M&A Drivers Permitting
19:46 Fast 41 and Policy Tailwinds
21:50 Portfolio Construction Focus
24:21 Position Sizing Concentration
28:37 Benchmarking and Learning
34:10 Top Picks to Watch
36:45 Olive Resource Capital Thesis
39:23 Cost of Living Philosophy

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This interview was not sponsored. Mining Stock Education 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/