Critical raw materials
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Search complete. 116 mentions across 31 episodes found for "Critical raw materials".
Sep 17, 2026
John GrahamGUEST
And if you compare some of the investment attributes of Canada right now, it looks pretty good, uh, compared to many other geographies, many other countries around the world.
John GrahamGUEST
Not only that, Canada has a lot of the assets around energy and critical minerals that the world wants and investors want to invest in.
John GrahamGUEST
And that's why global investors are coming because they see the ups and downs of different, uh, you know, the pros and cons of different geographies around the world.
John GrahamGUEST
And maybe internally we tend to focus on the cons, but there's a lot of pros that's gonna attract capital.
John GrahamGUEST
Undoubtedly, we, we, we see potential.
John GrahamGUEST
And I think what's encouraging is many of these attributes are intrinsic to Canada.
John GrahamGUEST
I mean, like it, the critical minerals, energy.
John GrahamGUEST
These are resources Canada has and the, the world wants.
Amber KanwarHOST
Everybody's giddy about our natural resources, and now our ability to finally get them out the ground and moving.
Amber KanwarHOST
I sat on a panel with, uh, the CEO of Cameco, the CEO of Teck Resources, and the CEO of Agnico Eagle to really tackle the critical minerals piece, which is a key part of the Canada Strong agenda.
Amber KanwarHOST
In this episode, we have an extended conversation with the CEO of Agnico Eagle, Ammar Al-Jundi, who says this moment is very real.
Amber KanwarHOST
He'll tell us in the podcast he plans on spending more in this country, and he'll tell us a little bit more about why this gold producer is very interested in critical minerals.
Amber KanwarHOST
Let's get into it.
Amber KanwarHOST
[upbeat music] When you choose a Raymond James advisor, you're getting more than independent financial management.
43 MINS LATER
Ammar Al-JoundiGUEST
Probably better restaurants on the Quebec side.
Ammar Al-JoundiGUEST
I hope I don't offend anybody.
Graham SummersGUEST
I guess you could call it a wartime economy.
Graham SummersGUEST
It's a wartime economy in which Washington has realized that China is at least one, if not two decades ahead of us in terms of critical minerals.
Graham SummersGUEST
And it's all hands on deck trying to resolve that as rapidly as possible.
Graham SummersGUEST
And to that end, you're seeing executive orders being signed.
Graham SummersGUEST
You're seeing policymakers directly fast track and invest directly in producers of critical minerals.
Graham SummersGUEST
You're also seeing large-scale purchases of equity and debt financing made by the Department of War.
Graham SummersGUEST
So the Pentagon's actually running a $200 billion sovereign wealth fund that it's using to actually finance deals, many of which involve critical minerals.
Graham SummersGUEST
But the key thing, if you want to...
Resh BudhuHOST
And Agent Orange was actually produced in Ontario, in Canada.
Resh BudhuHOST
Now, from Calgary to Davos, Prime Minister Carney has been touting Canada as, quote, "an energy superpower." And, and he's not wrong, right? We rank fourth in the world in the estimated value of our natural resources, including critical minerals, which are vital to Canada's new defense industrial strategy.
Resh BudhuHOST
Keith, speak more to the climate impacts of militarism, but also what this means in terms of critical minerals.
Keith StewartGUEST
So, I mean, Tamara's raised all the points around emissions are major energy users.
Keith StewartGUEST
I think it's also important to recognize how much of geopolitics is framed around trying to secure fossil fuel supplies.
Keith StewartGUEST
They're also doing horrible things to their own people who are, you know, like, often in contaminated areas, and yeah.
Keith StewartGUEST
So I'm, I'm getting a bit off track, sorry.
Keith StewartGUEST
But one of the things on critical minerals, so there are certain minerals, they call them critical, and usually everyone wants their mineral to be critical because then they'll get a better price for it.
Daniel SwiftHOST
It's about even things like critical supply chains or It's about building those pathways that aren't just exclusively Chinese.
Daniel SwiftHOST
And we're seeing that really aggressively with critical minerals.
Daniel SwiftHOST
My sense and my hope is that it will expand into other areas like active pharmaceutical ingredients or even some components of technology like optical processors and things like that that are kind of Chinese-dominated.
Daniel SwiftHOST
and in American supply chains and data centers right now.
16 MINS LATER
Bill HagertyGUEST
I spent a lot of time in Korea as well.
Bill HagertyGUEST
The Project Korea Zinc, I know Ben knows this one very well.
Bill HagertyGUEST
Strategic Mineral Project, 13 critical minerals will be derived from the process that's underway now.
Bill HagertyGUEST
That's a great partnership with a Korean institution that's going to be coincidentally going to Tennessee.
Stu TurleyHOST
Now, uh, we need ...
Stu TurleyHOST
There is a really big problem that I think Alaska can solve, and that's critical minerals.
Bernadette WilsonGUEST
Yes, absolutely.
Bernadette WilsonGUEST
You know, one project we've talked a lot about here is Ambler.
Tom BodrovicsHOST
I'm excellent, Graham.
Tom BodrovicsHOST
And as I understand it, you've been spending a lot of time in DC, uh, doing a lot of work around critical minerals around actual, you know, legislation around that stuff.
Tom BodrovicsHOST
And I'm sure we're going to get to that today.
Tom BodrovicsHOST
Um, but I'd like to start by, you know, talking a little bit through the bond market moves and kind of how you see the outcomes of this.
5 MINS LATER
Graham SummersGUEST
So the question is, when Besson announces this buyback and he increases it and he goes from two to four and now six, you know, is that really a huge red flag? Is that the Treasury really concerned about systemic implications? Is it more that he's just doing it for maybe political purposes and they want to just try and keep things kind of like calm until the midterms? That's really hard to see.
Graham SummersGUEST
What I see is And first and foremost, I want to emphasize to your listeners, people need to understand that bonds are an incredibly complicated thing.
Graham SummersGUEST
You know, you get a lot of commentators who just breezily say, you know, bonds, this gold that, you know, critical minerals, this and each of those subjects are ones that highly intelligent people spend their entire careers focusing on.
Graham SummersGUEST
And they'll tell you, I don't know everything.
T.G. WatkinsGUEST
yeah it was not able to get past that that may high so that's certainly resistance i don't have a good feel for this right now because generally speaking it is in an uptrend but it's having to deal with that prior high so if this is going to continue going higher it looks like it might need to take some more time to consolidate under that prior low continue building some support and then be able to break out if it can't break out then watch for it to stay under this and see if it actually falters and comes down a little bit
Shad MarkowitzHOST
Well, TG, let's shift over to critical minerals.
Shad MarkowitzHOST
I think a lot of people are interested in this theme and have been over the last couple of years just because of this administration battling it out with China as far as export controls, not just on rare earths, but a lot of defense metals like antimony and tungsten.
Shad MarkowitzHOST
And so there's an ETF, REMX, that had one heck of a blistering move from April of 2025 to really April of 2021. six or maybe even a may it hit its high but since may it's been at a downward trajectory it broke through the moving averages and then just recently it had a little rally in august with some of the other medals but it got rejected at the moving average so just curious how you're looking at remix
Tracy HughesHOST
Almonty Industries is, is by far one of the leading, uh, supply chain critical mineral success stories.
Tracy HughesHOST
And of course we've been tracking all the news about President Trump and President Xi's upcoming meeting in September, because critical minerals are gonna be f- front and foremost on their negotiating table.
Tracy HughesHOST
We're dying to know what, uh, advice you would give President Trump in dealing with President Xi.
Lewis BlackGUEST
Well, I wouldn't be...
Lewis BlackGUEST
Where the problem begins is when you can't actually produce because you don't have the tungsten, and, and that's where demand destruction comes about.
Lewis BlackGUEST
And so that's what I was trying to, to say in the newsletter.
Tracy HughesHOST
Uh, speaking of dates, as we're counting down to a number of dates in the critical minerals that are significant, uh, beginning January 1st, US defense procurement rules will prohibit contractors from sourcing spec- specified tungsten metal powders and heavy alloys from China and other designated countries.
Tracy HughesHOST
How is Almonty Industries preparing for that? And is everybody from Washington calling you?
John FeneckHOST
Thank you, Michael.
John FeneckHOST
And, yes, you're right, Ty, North America – is very attuned to what's happening with Critical Minerals right now.
John FeneckHOST
Whether that's Canada that steps up first or the US, we'll see.
John FeneckHOST
But either way, I think your company wins.
Don DurrettHOST
Yeah,
John FeneckHOST
that's going to benefit Western Star, WSRIF, Skyline Builders, KAZR, all these companies that are U.S. focused, that are having dialogues with the U.S. government, right? Because we are securing that as we speak behind the scenes.
John FeneckHOST
And it's a very exciting time to be invested in critical minerals.
Don DurrettHOST
Yeah, for sure.
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