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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…

Ted Butler: Silver Bull Market Only 1/3 Done

Silver market analyst Ted Butler provides an update on the silver bull market, drawing parallels to the 1970s and assessing current supply-demand dynamics. He discusses his ongoing research for the In Gold We Trust report and other publications, the resilience of solar demand, opportunities in Latin American mining jurisdictions, and the potential long-term impact of…