Resource Nationalism Rising with Copper Prices? Expert Analysis with Francisco Monaldi
Francisco Monaldi, director of the Latin America Energy Program at Rice University’s Baker Institute for Public Policy, examines resource nationalism, its cyclical drivers, recent policy examples such as the Democratic Republic of Congo’s concentrate export ban, trends in Latin America, community relations, the limits of U.S. critical-minerals policy, international arbitration, and practical implications for companies…
Joe Mazumdar: Gold Equities Leverage, Copper Opportunity & What Majors Want | Exploration Insights
Joe Mazunda, editor and analyst at Exploration Insights, discusses the recent uplift in gold and gold equities, major producers’ capital allocation and M&A approach, what they seek in development projects, copper’s relative appeal among critical minerals, key jurisdictional shifts, and practical guidance for retail investors.
$284M Cash, Zero Debt: Brad Langille Unlocks GoGold’s 15-17 Moz Silver District
Brad Langille, President and CEO of GoGold Resources, discusses the company’s strong position following the receipt of the key permit for Los Ricos South. Speaking at the Rick Rule Symposium, he outlines GoGold’s fully funded development plan, the robust economics of the Los Ricos projects, the company’s low all-in sustaining costs, and the significant growth…
“Every Bull Market Climbs a Wall of Worry” | Clive Thompson on Gold
Clive Thompson, a veteran wealth manager with over 50 years of experience, explains the recent correction in gold from around $5,500 down to the $4,100 area. He argues that the sell-off is largely driven by sentiment and capital flowing into and technology stocks rather than any breakdown in gold’s fundamentals. Thompson remains constructive on gold’s…
US Debt Makes Gold Unsellable | Rick Rule
Veteran resource investor Rick Rule shares his macro views on gold, silver, oil, copper, and the broader natural resource sector in this June 2026 interview with Mat Youkee. He remains a systematic long-term saver in gold but hopes for near-term price weakness to accumulate more, while warning of significant U.S. dollar devaluation ahead and persistent…
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…