Carlos Sanchez: Copper Market Outlook 2026–2035. Prices, Supply Deficit & Global Demand Shifts

Carlos Sanchez: Copper Market Outlook 2026–2035. Prices, Supply Deficit & Global Demand Shifts

Michael Fox interviews Carlos Sanchez of CPM Group on the 10-year copper outlook, breaking down why prices may climb through November before facing short-term pullbacks from geopolitical risks like US-Iran tensions and tariff uncertainty. The discussion explores a widening copper supply deficit driven by mine disruptions in Chile and Indonesia, stockpiling, and refining bottlenecks, alongside the growing impact of global trade policies and China’s dominance in processing. Carlos highlights how future demand growth is expected to come from construction, energy infrastructure, and emerging economies like India, with a stronger long-term bull case forming around 2027–2028. He also explains why tariffs, supply chain imbalances, and geopolitical volatility could create near-term price swings, while emphasizing copper as a strategic long-term investment tied to global electrification and economic recovery. #Copper #CopperPrices #Commodities #Mining #Investing #GlobalMarkets #ChinaEconomy #EnergyTransition #SupplyChain #Metals #MacroEconomics #CommodityMarket

Jeff Christian: China Gold Market Changes Explained. Debunking Viral Claims

Michael Fox sits down with Jeff Christian, founder of CPM Group, to break down misleading narratives surrounding the precious metals market, including viral claims about China banning gold derivatives and France selling its gold reserves. Jeff clarifies that China’s regulatory changes are part of a long-planned effort to limit retail exposure to leveraged gold contracts—not a ban—and explains why these shifts are unlikely to move global gold prices. The conversation also explores differences in U.S. and Chinese derivatives regulation, France’s recent gold swap with the New York Fed, and misconceptions about government gold revaluation. With decades of data-driven research behind CPM Group, Jeff provides a grounded, factual perspective on gold markets, investor behavior, and global policy impacts. #Gold #GoldMarket #PreciousMetals #ChinaEconomy #GoldInvesting #JeffChristian #CPMGroup #GoldNews #CentralBanks #Finance #Investing #MacroEconomics #Silver #Commodities

Rupert Williams: North Peak Resources CEO on a Major 7,000m Gold Drill Program in Nevada

Michael Fox sits down with Rupert Williams, President & CEO of North Peak Resources (TSX-V: NPR) (OTCQB: NPRLF), to discuss the company’s aggressive exploration plans in the historic high-grade gold camp of Eureka, Nevada. Surrounded by major players like McEwen Mining and I-80 Gold, North Peak is launching a fully funded 7,000-meter drill campaign across five high-priority targets, including deep sulphide zones, potential lead-gold feeder systems, and open-pit opportunities with estimates of up to 300,000 ounces. With three drill rigs mobilizing, strong insider ownership, and comparisons to past successes like Kirkland Lake, this interview outlines why North Peak could be a compelling early-stage gold exploration story to watch heading into 2026. #GoldStocks #MiningExploration #JuniorMining #GoldInvesting #NevadaMining #DrillingProgram #NorthPeakResources #MiningNews #GoldDiscovery #ResourceInvesting

John LaGourgue: High-Grade Graphite Opportunity in Quebec | FC Graphite CEO Interview

John LaGourgue, President and CEO of FC Graphite (TSX-V:FCI) (OTCQB:GRAPF) , shares an in-depth update on the company’s 167 sq km graphite project in northern Quebec, featuring a historical resource of 3.2 million tons grading an impressive 16–17% graphite—well above the industry norm. He explains graphite’s critical role in EV battery anodes (10–30% of every battery) and the urgent need for North American supply as China currently controls up to 90% of production. The discussion highlights Quebec’s strategic advantages, including strong infrastructure, government support, and partnerships with First Nations, alongside exciting exploration progress in Zone 13 with high-grade samples and upcoming drilling programs. With a phased exploration plan and experienced leadership team, First Canadian Graphite is positioning itself to potentially define a billion-dollar resource at relatively low cost while supporting the growing electrification market. #Graphite #CriticalMinerals #EVBatteries #MiningStocks #QuebecMining #BatteryMetals #ResourceInvesting #EnergyTransition #JuniorMining #GraphiteProject #NorthAmericaMining #EVSupplyChain

Farhad Abasov: Global Fertilizer Crisis Explained.| Potash Supply, War Impact & Market Shifts

In this in-depth interview, Michael Fox sits down with Farhad Abasov, Chairman of Millennial Potash (TSX-V: MLP) (OTCQB: MLPNF) (FSE: X0D), to break down how global conflicts—from the 2022 Ukraine-Russia war to tensions in the Gulf—have reshaped the fertilizer market. Discover how sanctions disrupted Belarusian potash exports, why Russia and Belarus redirected supply to China, India, and Brazil, and how tariffs, trade shifts, and supply concentration risks continue to influence global pricing. The conversation explores North America’s reliance on Canadian potash, vulnerabilities in nitrogen and phosphate supply chains, and why countries are rethinking long-term strategies for critical minerals. Learn how supply disruptions of up to 25% are impacting Asia, why energy markets matter for fertilizers, and what investors and governments must do to secure future food production. #FertilizerMarket #Potash #GlobalSupplyChain #UkraineWar #Commodities #Agriculture #FoodSecurity #Mining #Investing #EnergyCrisis #Geopolitics #CanadaMining