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Grizzle Pod: Thematic Growth Investing
Grizzle
98 episodes
5 days ago
The Grizzle Pod is HQ for thematic growth investing, we analyze the most compelling investment ideas in the market. Our Grizzle conferences also provide in-depth breakdowns of different sectors in the economy through interviews with investment experts and leading companies.
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Investing
Business
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All content for Grizzle Pod: Thematic Growth Investing is the property of Grizzle and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
The Grizzle Pod is HQ for thematic growth investing, we analyze the most compelling investment ideas in the market. Our Grizzle conferences also provide in-depth breakdowns of different sectors in the economy through interviews with investment experts and leading companies.
Show more...
Investing
Business
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Critical Minerals Roundtable: Fall 2025
Grizzle Pod: Thematic Growth Investing
1 hour 6 minutes 43 seconds
5 days ago
Critical Minerals Roundtable: Fall 2025

Critical minerals are the strategic metals that are front and center for investors and governments alike, Grizzle's latest installment of the Critical Minerals Roundtable provides invaluable insights on the key metals including: copper, uranium, lithium, nickel and cobalt.

COMPANIES:◼️Power Metallic (TSXV:PNPN) - Terry Lynch, CEO: https://www.powermetallic.com/◼️Anfield Energy (TSXV:AEC) (NASDAQ:AEC) - Corey Dias, CEO: https://anfieldenergy.com/◼️Ecora Resources (TSX:ECOR) (LSE:ECOR) - Marc Bishop Lafleche, CEO: https://www.ecora-resources.com/inves...◼️Lithium Royalty Corp (TSX:LIRC) - Rob Weir, VP Corp Development: https://lithiumroyaltycorp.com/◼️Hot Chili (TSXV:HCH) (ASX:HCH) - Christian Easterday, CEO: https://www.hotchili.net.au/


Agenda:0:00 Intro◼️Supply & Demand2:44 The Strategic Importance of Critical Minerals4:41 Addressing the Uranium Supply Crunch: Higher Prices vs. Regulatory Bottlenecks5:47 Preferred Commodity Exposure 7:02 Where will Copper Supply Growth Come From?8:18 Underappreciated Sources of Lithium Demand9:07 Where is Consensus Wrong?10:57 The Value of Commodities vs. Financial Assets13:13 Copper Supply Disruptions17:14 Copper vs. Oil 19:54 Energy Security: Nuclear Power & AI21:12 International vs. Domestic: Buyers of Emerging US Uranium Production22:19 US-Russian Relations & The Western Uranium Complex◼️Capital & Financing 22:50 Funding Environment vs. Past Cycles29:08 Royalty Pricing 31:13 Investor Appetite for Copper Investments33:13 Majors and Limited Copper Assets35:12 Governments Taking Stakes in Critical Minerals Companies36:03 New Uranium Investors36:43 Will the US Government Continue to Ease the Path to Production?37:29 The Evolution of Lithium Pricing◼️Company Specific38:50 Power Metallic: Copper, Polymetallics, PGMs & Nickel 44:11 Ecora Resources: Copper, Uranium, Nickel, Cobalt & Rare Eartchs49:51 Anfield Energy: Uranium 56:36 Lithium Royalty Corp: Lithium59:47 Hot Chili: Copper


Grizzle Pod: Thematic Growth Investing
The Grizzle Pod is HQ for thematic growth investing, we analyze the most compelling investment ideas in the market. Our Grizzle conferences also provide in-depth breakdowns of different sectors in the economy through interviews with investment experts and leading companies.