Fertilizer Supply Risks and Global Food Security | Josh Linville, StoneX
Josh Linville, Vice President of Fertilizer at StoneX, joins Mat Youkee on Mining Network to deliver a balanced, level-headed analysis of the global fertilizer market following the closure of the Strait of Hormuz. He addresses the sharp rise in urea prices, the lack of widespread shortages after nearly 13 weeks of closure, and why he…
The Growing Importance of Food Security | Christopher Ecclestone
Christopher Ecclestone, principal and mining strategist at Hallgarten & Company, analyzes the global fertilizer market amid geopolitical disruptions linked to war and potential shipping constraints through the Strait of Hormuz. He examines supply challenges for petrochemical-based fertilizers, particularly urea and nitrogen products, alongside knock-on effects affecting potash and phosphates. Ecclestone also discusses the vulnerability of…
Ben Finegold: Asia’s Uranium Supply Lock-Up Leaves the West Exposed
Ben Finegold, Director at Ocean Wall, examines the uranium market as term prices reached 15-year highs around $93 per pound. He highlights the persistent global supply deficit entering its eighth year and the sharp contrast between rapid nuclear expansion in Asia and slower progress in the West despite strong policy support.
Per Jander: Term Price Hits 15-Year High at $93
Per Jander, Director of Nuclear Fuel and Investor Services at WMC and Technical Advisor to the Sprott Physical Uranium Trust, discusses current uranium market conditions in the context of the ongoing Iran conflict and recent institutional buying activity. He explains the early 2026 spot price spike driven by heavy January/February purchasing from vehicles such as…
John Ciampaglia: The Iran Crisis Just Made Uranium Even More Bullish
John Ciampaglia of Sprott Physical Uranium Trust discusses how recent geopolitical tensions, particularly the situation in the Middle East, are reinforcing nuclear energy’s strategic importance for energy security. He provides an update on SPUT’s recent purchasing activity following prospectus renewal, accelerating utility long-term contracting, rising production costs, and the persistent structural supply deficit in the…
Ronnie Stöferle: Silver to Triple Digits in Six Months
Ronnie Stöferle: Silver to Triple Digits in Six Months