Matt Badiali – How Changing Energy Transition Trends Will Impact Investing In Commodities

Matt Badili, Editor of the New Energy Investor, published under Mangrove Investor, joins us for a wide-ranging conversation on the energy transition trends, backed by policy makers and manufacturing companies, and their impact on commodities, the electric grid, and daily life.  


We take a nuanced look at what global trends are gaining or losing traction, and what perceptions have changed regarding the proposed transition from legacy hydrocarbons like coal, oil, and natural gas, to more of a focus on carbon-free energy generation sources like nuclear, solar, and wind, in addition to more energy storage. 


These various newer power generation methods necessary for swapping oil and gas for electricity, impact both the reliability of the power grid and even the space necessary to accommodate this power generation.  Each energy input and energy storage platform has different strengths and weaknesses, and also requires different commodities like copper, silver, uranium, lithium and rare earths.   It’s a nuanced discussion, and by the end we tie in some of the investing themes and takeaways.



Click here to visit the Mangrove Investor website to follow along with Matt’s market commentary.

    Apr 03, 2024 03:22 AM

    John Ciampaglia: Copper Emerging from Slumber, is it the Next Uranium?

    Investing News Network – Apr 2, 2024

    0:00 – Intro
    0:26 – Is copper the next uranium?
    3:41 – Sprott Copper Miners ETF
    6:28 – Copper’s recent price move
    8:53 – Copper supply tightening
    12:18 – Roadblocks for new mines
    16:42 – Key copper demand drivers
    19:11 – 2024 copper price outlook
    21:03 – Copper now waking up
    22:56 – Outro

      Apr 03, 2024 03:24 AM

      Shorting Uranium, Lending Pounds, and Time Issues | John Ciampaglia Interview

      Resource Talks – Apr 2, 2024

      00:00 recap
      01:32 why is the uranium price pulling back?
      06:32 how much uranium does Sprott owns?
      15:08 why are they purchasing uranium right now?
      24:01 is Sprott still buying uranium on the spot market?
      26:20 how are they managing risks?
      29:29 will Sprott secure uranium like France does?
      33:24 have Sprott be doing institutional swaps?
      35:19 would Sprott lend physical uranium to institutionals?
      37:30 does Sprott feel any competition in the spot market?
      44:45 does the inability to enrich uranium affect contracting?
      47:53 is Sprott purchasing UF6 or considering a new fund for it?
      49:08 when will US utilities become more active in the uranium market?
      51:11 is Sprott still pursuing a redemption mechanism?
      53:23 why aren’t Sprott’s other physical funds at premium to NAV like in 2011?
      58:10 which one of Sprott’s physical funds demands the most of John’s time?
      01:00:33 which of Sprott’s ETF is receiving the most money inflow?
      01:04:54 are institutional investors investing in the junior uranium miners?
      01:09:20 how do you investing models when there’s a capital constraint?
      01:11:46 does Sprott borrows shares from URNM or URNJ?
      01:19:59 contact details

    Apr 03, 2024 03:36 AM

    Rick Rule – 10 Uranium, 10 Silver, 10 Gold & 10 Copper Stocks

    CEO & Market Expert Interviews – Mar 28, 2024

    0:00 Intro
    0:34 Bank business
    4:14 Commodity bull cycle, yes or no
    7:20 Gold, disconnect between price and equities
    12:30 What is next for uranium
    15:50 Analysis on the companies
    16:34 SilverCrest Metals
    17:04 Pan American Silver
    18:14 Vizsla Silver
    18:53 First Majestic Silver
    19:33 Mag Silver
    20:04 Fortuna Silver Mines
    20:40 Silver One
    20:46 Dolly Varden Silver
    21:31 Abra Silver
    22:22 Wheaton Precious Metals
    22:48 Goldmining Inc.
    23:26 Sandstorm Gold
    24:32 Newmont Corp.
    25:17 Equinox Gold
    26:02 IAM Gold
    26:40 Alamos Gold
    27:37 Kinross Gold
    27:46 B2Gold
    28:50 Ivanhoe Electric
    29:54 Hudbay Minerals
    30:15 Lundin Mining
    30:46 Filo Corp.
    32:01 Teck Resources
    32:44 Taseko Mines
    33:01 Faraday Copper
    33:04 Brixton Metals
    33:19 Oroco Resources & Surge Copper
    33:33 Kazatomprom
    35:28 Cameco
    36:13 Fission Uranium
    36:57 Denison Mines
    38:03 enCore Energy
    38:05 Iso Energy
    38:26 Atha Energy
    38:30 Ur Energy
    38:40 Global Atomic & Goviex Uranium
    40:12 Other uranium companies that Rick has in the portfolio
    41:12 Next Lundins, Friedlands…..
    43:02 Investment in Lifezone Metals
    44:29 Commodities on Rick’s radar
    45:54 Upcoming events from Rick
    50:36 Rank your portfolio–ga_g

      Apr 03, 2024 03:41 AM

      I love these rapid fire interviews where so many stocks get covered in one interview!!

      Sometimes when people camp out on just 1-3 stocks in an interview, when you know they have a much larger stable of companies, it just feels like so many companies never got addressed.

      People can always do their own due diligence deep dives after the interview, but I’m always curious to know the overall portfolio of companies that a guest has in their stable and this was one of the first times (other than on BNN Market Call shows where they rifle through a lot of companies) that I’ve heard Rick opine on so many companies in one interview. Love it!

        Apr 03, 2024 03:38 AM

        Yeah it was a nice rapid fire bang bang ….unfortunately I was hyped to hear his opinion on a few of the copper jrs but those he had no take on as he didn’t know them well enough. I’d rather they planned ahead and picked copper jrs he did have a take on.

          Apr 03, 2024 03:56 AM

          Yeah, good point. I do like the rifling through a lot of stocks though, and do prefer when people just say they don’t have an opinion on a given stock. I could see the value in him sharing his own copper picks though.

          We have proposed to Rick to do a similar format though, where we do a live call and have audience members submit picks for Rick to opine on, but also debated just having a list premade of stocks where he would have an opinion on them.

          Stay tuned for that down the road…

            Apr 03, 2024 03:58 AM


      Apr 03, 2024 03:30 AM

      Here’s a more general discussion by Rick Rule.

      Apr 03, 2024 03:57 PM

      Rick Rule:
      He has some good choices … but he also may have a lot of funds. Unless you can buy a bunch of shares of each, in order to make gains in an attempt to catch up with Rick Rule’s portfolio, you have to take a little more risk in Stocks not part of managed money derivative products, such as Index Funds and ETFs. He is not as helpful as some would like.

        Apr 03, 2024 03:54 PM

        I think he said he was selling puts on one or two gold stocks, which is not a bad idea.

          Apr 03, 2024 03:12 PM

          Gold stocks seem appropriate with physical being at an all time high. I have seen in a bunch of my “worthless stocks” (so I have been told), a build up in short positions. Now there are a myriad of reasons why managed money would be short … so caution is still warranted as the US system is still over-extended and the geo-political world is beyond irrational. Always remember We are dealing with criminals.

    Apr 03, 2024 03:43 AM

    Silver above $27 now on futures contract. It’s breaking out!

    Apr 03, 2024 03:51 AM

    Powell is speaking live now on… a little on the dovish side.

      Apr 03, 2024 03:52 AM

      Bought more SCZ today.

        Apr 03, 2024 03:19 AM


        With Silver finally starting to move (breaking out above $26.50 resistance up to $27), then some of these beat up silver stocks will finally start to get moving.

        Personally I’d like to see SCZ bust through $0.325 resistance from those most recent peaks, and then have a go at that $0.355, lateral price support from the prior key peak before that. Then a projected move up into the $0.50’s again would be more probable.

          Apr 03, 2024 03:22 AM

          Lots of silver stocks are ripping higher today, (many up double-digits or high single-digits).

          This is the kind of action we want to see with Silver outperforming Gold, and the silver stocks raging higher in a catchup move.

            Apr 03, 2024 03:57 AM

            Still early stages for those of us that see $30 silver being broken through this time

            Apr 03, 2024 03:02 AM


            I agree, this move will be powered by the apolitical fed (bs) needs around a 1% pre-election drop in the fed rate to get their boys in…

            Apr 03, 2024 03:31 PM

            Ripper Madness!!!!!!!!!!!!!!!!! DT

            Apr 03, 2024 03:41 PM

            + 30 – Bring on the rip above $30 in Silver. That resistance has been a real thwart to lift off, and I agree that this time and this cycle, when $30 resistance finally breaks (it may take a few more attempts at knocking on heaven’s door) then I think the real animal spirits return to investing in this sector.

          Apr 03, 2024 03:09 AM

          SCZ hasn’t put out news in 10 weeks and has done this…

          … and is not overbought yet.

          I don’t IPT but it is at least as impressive.

          Apr 03, 2024 03:50 AM

          Maybe Matthew will be right that the 1000 level on this POS is back on the table…


    Apr 03, 2024 03:55 AM

    Hard to keep up with so much going on in life in general and then so many companies with results out that I own all on the same day. Magna and Sendero took my attention away completely from Brixton releasing news as well. Different version of rapid fire Ex. Lol

      Apr 03, 2024 03:57 AM

      Rapid Fire! I love it that the sector is finally starting to wake up.

      Hey, where is our resident bear “Ole’ Joe” at lately. He’s been quiet as a church mouse with the metals breaking out and now the mining stocks starting to move. 😉

    Apr 03, 2024 03:45 AM

    Monster rally in the making….

      Apr 03, 2024 03:48 AM


      Apr 03, 2024 03:02 PM

      This intermediate move will last for many months but when it ends it will not be like 2016 or 2020. It won’t be years before the next leg higher. Bigger forces are in play that will eventually turn those peaks into floors.
      From a very long term (and fractal) perspective this is the resumption of the bull market that began over 20 years ago so we should expect it to be much more volatile and rewarding. Big gains will come quicker and selloffs will be over quicker.

        Apr 03, 2024 03:22 PM

        Any pull back I believe will be a minimal 38.2%
        or less when it occurs. A buying opportunity.

        Apr 03, 2024 03:55 PM

        I agree on the Bigger forces…..and the floor…..

    Apr 03, 2024 03:26 PM

    Brixton Metals Reports Best Copper-Gold-Silver Results To Date From The Hog Heaven Project

    I bought more yesterday at .095 and more today at .10 and .105

    Apr 03, 2024 03:38 PM

    Love Bolivia for Silver stocks 3 of mine are in Bolivia, I have one producer Santacruz, (V.SCZ) one developer Eloro Resources (T. ELO) and one junior exploration play that I am most excited about, Cartier Silver (C.CFE). LOL! DT

    Apr 03, 2024 03:47 PM

    I gave copper the all-clear 3 weeks ago and now it is ready to accelerate higher while many are still unconvinced and still waiting for a higher price.
    Good stuff for Brixton…

    Apr 03, 2024 03:04 PM

    I am getting to the top of my channel. No break out yet … but another opportunity. Let’s see if bots can do it. I am sure they need permission.

    Apr 03, 2024 03:11 PM

    It won’t be until over the weekend that retail investors start sniffing out this bull move. My bottom fishing paying off. Silver Storm is one close to lows. DYDD