Best P Global Commodity Insights Podcasts (2025)

1
The rise of battery recycling and black mass markets amid global EV adoption 24:12

2h ago24:12

24:12

Global electric vehicle adoption is increasing the demand for recycled battery raw materials. While the recent slowdown in EV sales growth and an oversupply of battery metals have weighed on battery recycling in some regions, the recognition of black mass as a sustainable source of critical raw materials has cemented its strategic importance in the…

1
Episode 583: Sonoro Gold ($SGO) CEO on Cerro Caliche Gold Project's Potential | Top Shelf Commodities Expo 2025 8:21

8h ago8:21

8:21

Kenneth MacLeod, President & CEO of Sonoro Gold Corp. (TSXV: SGO | OTCQB: SMOFF | FRA: 23SP), talks about the company’s progress at its Cerro Caliche gold project in Mexico. He also shares how recent political shifts under President Claudia Sheinbaum Pardo are opening the doors for mining, ending years of regulatory delays. With environmental appro…

1
Navigating climate project finance in a shifting political landscape 24:34

4h ago24:34

24:34

In this episode of Energy Evolution, host Taylor Kuykendall moderates a panel discussion at the Tom Tom Festival in Charlottesville, Virginia, focusing on the question of how to fund solutions to climate change. The panelists highlighted the current challenges faced by climate tech companies in securing funding, particularly in a volatile political…

1
Episode 7: Sanctions in Motion: The Unseen Battles of Global Trade 22:46

17h ago22:46

22:46

Sanctions are powerful tools — but they are often invisible to the public eye. In the episode 7 of Circus & Circuit: Unraveling Global Trade, Kate Foronda takes you behind the scenes of how sanctions shape global markets, disrupt supply chains, and impact both nations and everyday people. Kate will break down: What sanctions are and who enforces th…

1
Episode 582: Inside Stillwater Critical Minerals ($PGE)'s Montana Project | Top Shelf Commodities Expo 2025 6:42

22h ago6:42

6:42

With Glencore as a 15.4% shareholder and strategic partner, Stillwater Critical Minerals might just be holding one of the most important undeveloped critical mineral resources in the U.S. In this interview, Michael Rowley, President and CEO of Stillwater Critical Minerals (TSX.V: PGE | OTCQB: PGEZF | FSE: J0G), breaks down what makes the Stillwater…

1
Episode 582: Inside AbraSilver Resource ($ABRA)’s Diablillos Project | Top Shelf Commodities Expo 2025 7:16

1d ago7:16

7:16

John Miniotis, President & CEO of AbraSilver Resource (TSX: ABRA), joins us to discuss the company's Diablillos silver-gold project in Argentina. He highlights a current resource of over 250 million ounces of silver equivalent, a feasibility study expected in 2026, and strong project economics—including a projected 30% after-tax rate of return and …

1
Episode 581: Contango ORE ($CTGO): Advancing High-Grade Gold Projects in Alaska 9:46

1d ago9:46

9:46

Contango ORE (NYSE American: CTGO) is making significant strides in unlocking the potential of its high-grade gold assets in Alaska. In this exclusive interview, President & CEO Rick Van Nieuwenhuyse discusses the substantial upside potential across key properties, including the Manh Choh Mine, the Lucky Shot Mine, and the Johnson Tract Project. He…

1
America’s Trade Problems Are Made in the U.S.A. - Ep 2023 58:25

1d ago58:25

58:25

Peter Schiff critiques Trump's market manipulations, discusses gold and Bitcoin's movements, and highlights economic weaknesses, suggesting gold mining stocks as a superior investment strategy. This episode is sponsored by Kalshi. Get $10 when you sign up and makes a $100 trade by 4/28/25 at https://kalshi.com/gold New song by Laughing Cats: https:…

1
333 - Tender Love 34:36

1d ago34:36

34:36

In this week’s episode Andrew and Webby catch up on what has happened in the markets while Andrew has been away in the US. They talk about the recent tenders on the futures from registered stores. Andrew discusses how crops are looking for the upcoming harvest. The duo talk about what the American people’s sentiment is towards Trump. Andrew talks a…

1
Episode 580: How ImmunoPrecise Antibodies ($IPA) Uses AI to Transform Antibody-Based Drug Discovery 17:36

4d ago17:36

17:36

What happens when decades of lab expertise meet cutting-edge AI? In this interview, Dr. Jennifer Bath, President and CEO of ImmunoPrecise Antibodies Ltd. (NASDAQ: IPA), talks about how her team is using advanced science and artificial intelligence to develop safer, faster, and more effective antibody-based medicines. With over 3,000 antibody discov…

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Episode 579: $10K/Month in 1 Hour/Day? Maximize Trading Profits w/ Trade Coach Troy Noonan of BackpackTrader.com 30:07

4d ago30:07

30:07

How do traders generate consistent income with minimal screen time? In this interview, Backpack Trader Founder, CEO, and Trade Coach Troy Noonan breaks down how his strategy can help traders aim for $10,000 a month by spending just one hour a day. He discusses the capital requirements, risk management, and the mindset needed to succeed—plus why so …

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Carl Kawaja – Navigating the Investment Landscape: AI, Tariffs, Sports Gambling & More| #580 1:07:13

4d ago1:07:13

1:07:13

Today’s guest is Carl Kawaja, a Portfolio Manager with Capital Group for over three decades. In today’s episode, Carl shares insights into his investment philosophy, early experiences, and the current market landscape. He discusses the transformative impact of AI on semiconductor demand, the challenges posed by tariffs and supply chain dynamics, an…

1
Episode 578: Lost Soldier Oil & Gas: Unlocking a Brand New Basin in Wyoming | Top Shelf Commodities Expo 2025 7:56

5d ago7:56

7:56

Is Wyoming home to the next big U.S. oil discovery? Marc Bruner, Founder and CEO of Lost Soldier Oil & Gas, shares how a previously untapped oil and gas basin in Wyoming is finally being developed after years of restrictions. With federal access granted and new technologies in place, the company has secured a deal with the federal government to man…

1
From tariffs to OPEC+ output increase – how will Asia navigate through the changes? 31:14

5d ago31:14

31:14

The sweeping reciprocal tariffs announced by the United States in early April, followed by China's retaliatory levies on US imports, along with OPEC+'s decision to significantly increase output in May, have driven Platts Dated Brent to its lowest level since April 2021. As one of the largest oil-importing regions, Asia is poised to face substantial…

1
Bits and Bytes: Responding to Datacentre demand growth (Ep 191) 38:38

5d ago38:38

38:38

As adoption of AI expands across the globe, through LLMs, Cloud services, inferencing, and network hubs, more power-hungry data centers are needed to meet this demand. With this expansion of technology, regions are taking different approaches on how to build out this infrastructure, with plans for new hubs being announced regularly. AI and Datacent…

1
Charting a new course: The global deal that aims to make shipping green 22:41

7d ago22:41

22:41

The International Maritime Organization recently agreed to a global deal to tackle shipping emissions after over a year of tense and fraught talks, with the US dramatically exiting discussions. The agreement includes mandatory marine fuel standards and a carbon trading mechanism. It will need to be adopted in October, but some countries still vocal…

1
332 - Risk Management 25:04

9d ago25:04

25:04

On this week’s episode, Webby and Josh have George Youngs on as their special guest to discuss diversification. George talks about how Tom and himself first started taking on the running of the farm. He mentions how they have used social media to try and spread awareness for the different diversified parts of their business. Even catching the eye o…

1
Supply Chain Disruptions: Commodity Experts Explain Trade Tensions 29:09

10d ago29:09

29:09

Commodity specialists from Posival & Company discuss the far-reaching impacts of recent tariff policies on global supply chains, Central Ohio businesses, and consumer prices. • Uncertainty is the biggest challenge, as businesses struggle to predict costs and maintain international partnerships • Consumer goods retailers like Dollar Tree face existe…

1
Gold’s Rise Warns of Dollar’s Demise - Ep 1022 1:02:33

12d ago1:02:33

1:02:33

Peter Schiff discusses record gold highs, critiques media's focus on Bitcoin, and warns of impending economic crisis exacerbated by tariffs and undervaluation of gold stocks. This episode is sponsored by Shopify. Sign up for a $1/month trial period at https://shopify.com/gold In this episode of The Peter Schiff Show, Peter discusses the significant…

1
Two weeks after Trump’s ‘liberation day’ - how have the oil paper and physical markets responded? 18:39

12d ago18:39

18:39

Following the swathe of protectionist tariff measures announced by US President Donald Trump April 2nd, the crude oil complex was sent into a frenzy, with market outlook rapidly souring. But interesting patterns in both the paper and physical markets have been materializing. In this episode of the Oil Markets podcast, Joey Daly leads an in-depth di…

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Change Makers: Gary Agnew, Ideon Technologies CEO (Ep 190) 32:14

12d ago32:14

32:14

Canadian-based Ideon Technologies is revolutionizing the exploration of subsurface resources through its use of cutting edge, cosmic-ray muon tomography. The company provides customers innovative solutions for sustainable and efficient resource discovery, making signiificant strides in reducing environmental impact whilst enhancing operational effi…

1
Episode 577: Triumph Gold Secures $2 Million Amidst Market Challenges 14:41

13d ago14:41

14:41

How did Triumph Gold (TSXV: TIG | OTCMKTS: TIGCF | Frankfurt: 8N61) successfully raise almost $2 million in a challenging market for funding? In this interview, Interim CEO, Chairman of the Board & Director John Anderson shares how they navigated a challenging financing environment through disciplined cost management, a clear strategy, and a long-t…

1
A dose of realism for Europe’s CBAM 38:30

14d ago38:30

38:30

Efforts to simplify the EU’s Carbon Border Adjustment Mechanism reflect a broader struggle within the bloc to balance environmental goals with economic realities. In this episode of Energy Evolution, host Eklavya Gupte speaks with Commodity Insights senior director Coralie Laurencin, Dan Maleski of Redshaw Advisors, and Nick Ogilvie of CarbonChain,…

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Episode 576: New CEO, Big Plans: Ali Haji Leads American Tungsten's ($TUNG) Bold Comeback 11:54

15d ago11:54

11:54

Ali Haji has officially been appointed as the CEO of American Tungsten (CSE: TUNG | OTCQB: DEMRF | FSE: RK9). With a mission to bring tungsten production back to North American soil, the company gains a leader with over 20 years of experience in metals and mining, investment management, and publicly listed capital markets. In this interview, Ali di…

1
Farm to Market: How Global Politics Shape Ohio Agriculture 27:35

16d ago27:35

27:35

The global marketplace affects everyone—especially our farmers. As international trade tensions rise and tariff talks dominate headlines, Ohio's agricultural community finds itself at the center of the storm. Wendy Osborn, Director of Market Development at Ohio Corn and Wheat, joins us to unpack what these developments mean for Ohio's vital grain i…

1
331 - Mounting the Bull 23:25

16d ago23:25

23:25

This week’s episode is hosted by Webby, Josh and Harry. They start off by addressing what everyone is up to over the easter holidays. The boys ask Harry how farm trading has been going recently and the effect the recent market gains have had on the amount of grain being sold. Josh mentions how he feels forward selling is at some of the lowest level…

1
Community Banking: Transforming Communities with Coffee, Tech and Trust 32:54

17d ago32:54

32:54

What makes your bank more than just a place to store money? For Richwood Bank CEO and President Chad Hoffman, it's about being deeply woven into the fabric of community life. Banking doesn't usually make headlines unless something goes wrong. Yet community banks like Richwood are quietly revolutionizing how local financial institutions serve their …

1
Episode 6: Trade Wars & Tariffs: Who Really Wins? 18:14

18d ago18:14

18:14

Episode 6 of Circus and Circuit: Unraveling Global Trade is almost here! This week, Kate's diving into one of the most talked-about — and misunderstood — forces shaping the world economy: trade wars and tariffs. From rising prices at home to global political tension abroad, we break down who actually benefits… and who’s stuck with the bill. She’ll …

1
The US Already Lost the Trade War - Ep 1021 1:05:32

18d ago1:05:32

1:05:32

Peter Schiff dives into the wild financial markets, tariff drama, trade deficits, and golden opportunities. Download the CFO’s Guide to AI and Machine Learning at https://netsuite.com/gold Peter Schiff discusses the recent turmoil in the financial markets, attributing it to the imposition of tariffs by the Trump administration. Schiff criticizes th…

1
UBS’ Paul Donovan on Tariff Trouble, Swiftonomics & Republican Swings | #579 52:09

18d ago52:09

52:09

Today’s guest is Paul Donovan, Chief Economist of UBS Global Wealth Management. In today’s episode, Paul discusses the impact of structural changes in the economy, particularly in relation to flexible working and demographic shifts. The discussion also touches on the disparities in innovation between the US and Europe, the ongoing trend of spending…

1
Power Play: Europe reckons with higher electricity prices as demand growth returns (Ep 189) 31:09

19d ago31:09

31:09

Europe is making progress against its net-zero ambitions and is generating about 70% of its electricity from carbon-free sources, including nuclear. However, wholesale prices remain high following the 2022 energy crisis, and demand has yet to return to pre-Covid levels. European power market experts Sylvain Cognet-Dauphin and Coralie Laurencin join…

1
More players bring competition to Brazil’s refined products markets 31:45

19d ago31:45

31:45

“O Petróleo é Nosso,” or “The Oil is Ours,” was a popular slogan central to the founding of Brazil’s state-owned oil company, Petrobras, in 1953. The slogan can also be interpreted more broadly, as Brazil’s refined products markets have opened to more participants, leading to a surge in spot market activity and price transparency. As a result, Plat…

1
Chinese jet fuel remains bright spark in latest export quota tranche 8:18

20d ago8:18

8:18

China’s latest round of oil product export quotas had tightened compared to the same tranche a year ago. However, healthy margins and strong aviation recovery have pretty much cemented jet fuel’s position as the king of the barrel for Chinese exporters, though turbulence remains. S&P Global Commodity Insights’ Asia oil news editor, Neo Rong Wei dis…

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Episode 575: Democratizing Investing: How Upmarket Empowers Private Investors 26:14

21d ago26:14

26:14

Alternative investments provide portfolio diversification and unique opportunities for capital preservation and growth. Upmarket is dedicated to helping investors build wealth by making alternative investments more accessible. In this conversation, Head of Marketing Mike Ivancie shares key insights investors need to know—from the high potential of …

1
Low-carbon methanol awaits regulatory backing for transportation use 23:55

21d ago23:55

23:55

The global methanol market is seeing emerging demand for low-carbon transportation fuels, with particular focus on marine fuels, driven by a need to decarbonize global shipping without disrupting supply chains. While conventional methanol has a history of being used as a transportation fuel, there are many new technologies designed to produce metha…

1
Will Trump's executive orders increase US mining activities 29:25

21d ago29:25

29:25

This episode of Energy Evolution focuses on the recent executive order signed by President Donald Trump to boost domestic mineral production in the US. This order seeks to reduce reliance on foreign mineral supplies, particularly from China, which dominates the mining and refining sectors for critical minerals. Lithium, cobalt, nickel, and rare ear…

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Francois Rochon - Outperforming the Market for 30+ Years Through Patience, Humility & Rationality | #578 1:05:07

21d ago1:05:07

1:05:07

Today’s guest is Francois Rochon, the President of Giverny Capital, which has returned over 15% per year for over 30 years. In today’s episode, Francois walks through the influence of Peter Lynch and Warren Buffett on his investment philosophy. He highlights three principles that have helped him navigate market cycles in his career: patience, humil…

1
Episode 574: Securing the U.S. Rare Earth Supply with American Rare Earths CEO Chris Gibbs 13:46

22d ago13:46

13:46

With global demand for rare earth elements rising—can the U.S. establish its own secure supply? American Rare Earths (ASX: ARR | OTCQB: ARRNF) is working to develop domestic resources, and CEO & Executive Director Chris Gibbs shares insights on how their Hallett Creek project in Wyoming could contribute to this effort. Discover the challenges of ra…

1
Episode 573: Innovating and Scaling Business Success: Noam Krasniansky’s Journey from Shark Tank to Komposite 52:00

22d ago52:00

52:00

What you’re scaling is duplicating what you do," says entrepreneur and Komposite co-founder Noam Krasniansky in our exclusive interview. From the critical factors needed to scale a business to how Komposite uses blockchain technology for brand protection, this interview is packed with fresh insights for aspiring investors and entrepreneurs alike. T…

1
Episode 572: Ecolomondo Executive Chairman on $1M Monthly Goal & New Milling Line at Hawkesbury TDP Facility 11:51

22d ago11:51

11:51

Ecolomondo’s (TSXV: ECM | OTCQB: ECLMF) thermal decomposition turnkey facilities leverage proprietary TDP technology to process hydrocarbon waste, producing high-quality end-products for industrial reuse. Executive Chairman Eliot Sorella discusses the steps taken to achieve their goal of $1 million in monthly revenue by late 2025, including efficie…

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Episode 571: The Future of Canada's Resource Sector: Quebec's MNRF Director Shares Critical Minerals Strategy 17:49

22d ago17:49

17:49

While other regions scramble for critical minerals, Quebec launched its strategy in 2020—years ahead of competitors. In this exclusive Stocks to Watch interview, Patrice Roy, Quebec's Director of Geological Information at the Ministry of Natural Resources and Forests, shares why the province beat the entire continent to launching North America's fi…

1
330 - SFI: Sabotaging Farmers Incomes 35:03

23d ago35:03

35:03

In this week’s episode Andrew is joined by Joe, Ben and Webby. To start they talk about the recent closure of new applications for the Defra Sustainable Farming Incentive. The team goes on to discuss Trumps tariffs and what they think is going to be the fallout from them. Next, they talk about the current market conditions. Andrew comments that exp…

1
Future Growth: How a Rural Ohio County (Morrow) Plans for Development While Protecting Farmland 29:31

24d ago29:31

29:31

Rural communities don't always get the spotlight, but Morrow County offers surprising depth and forward-thinking leadership worth your attention. Commissioner Tim Siegfried takes us beyond the cornfields to reveal the delicate balance of preserving rural character while embracing strategic growth. The county stands at a geographic crossroads, poten…

1
April Fool's Day Came Late - Ep 1020 1:04:29

25d ago1:04:29

1:04:29

Trump’s tariffs will hurt U.S. consumers and industries, leading to higher prices, fewer imports, and potential recession, while discussing their legality. Go to https://get.stash.com/gold to see how you can receive $25 towards your first stock purchase and to view important disclosures. Peter Schiff discusses the steep decline in the stock market …

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Episode 570: Arctic Minerals Unveils Maiden Resource Estimate for Hennes Bay Project 10:59

25d ago10:59

10:59

Arctic Minerals (STO: ARCT) has announced a maiden mineral resource estimate for its Hennes Bay Project in Sweden, marking a major milestone in the company’s mineral exploration. The total metal content includes 447,000 tons of copper and 37 million ounces of silver. In this interview, Executive Director Peter George discusses the highlights of the…

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UBS’ Mark Haefele – The New Rules of Investing From A $4 Trillion Investment Advisor | #577 56:16

25d ago56:16

56:16

Today’s guest is Mark Haefele, Chief Investment Officer of UBS Global Wealth Management, where he advises on over $4 trillion. He’s also the author of ‘The New Rules of Investing.’ In today’s episode, Mark emphasizes the significant role of government spending in shaping investment decisions. He touches on the importance of asset allocation and dis…

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