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Weekend Show – Brien Lundin & Dan Steffens – Metals & Energy Breakdown: Assessing Structural Shifts and Market Consolidation 

Cory
April 25, 2026

 

In this weekend edition, we dive deep into the forces driving the next leg of the commodity cycle. Brien Lundin joins us to discuss the “sideways consolidation” in precious metals and why copper and tungsten are suddenly stealing the spotlight. Then, Dan Steffens breaks down the structural damage to global oil supply chains, explaining why a $90+ floor is the new reality regardless of geopolitical headlines. 

 

 

 

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Investment disclaimer:

This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

 

Discussion
2 Comments
    8 hours ago

    Investors should always keep these two mining companies in mind whenever they are involved in a joint venture with a junior explorer. I believe these companies are the crown jewels in the mining business. I like them both equally, so whenever you see either Agnico Eagle or Lundin Mining involved in an early stage speculative move perk up your ears because they make the right moves 90% of the time and you should consider following their lead, in the associated juniors. Just a little Diddy! LOL! DT

    Reply
      7 hours ago

      So I should feel good about owning Talon and start accumulating the latest addition to my watchlist cascadia….Matthew the latter is copper play that along with Aldebaren are intriguing me.

      Reply

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