Episode 4 - Gold & Silver Breakout; Sodium-Ion Batteries vs. Lithium

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Resource Rundown - Matt Badiali and Cory Fleck

Clear Commodity Network

4 episodes

6 days ago

Resource Rundown is your front-row seat to the resource sector. Hosted by Matt Badiali and Cory Fleck, we break down key stories and price action across mining, energy, and critical minerals - from gold and copper to uranium and oil. Part of the Clear Commodity Network. Follow for smart, timely insights - https://clearcommodity.net/

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All content for Resource Rundown - Matt Badiali and Cory Fleck is the property of Clear Commodity Network 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.

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Episode 4 - Gold & Silver Breakout; Sodium-Ion Batteries vs. Lithium

Resource Rundown - Matt Badiali and Cory Fleck

31 minutes 33 seconds

1 month ago

Episode 4 - Gold & Silver Breakout; Sodium-Ion Batteries vs. Lithium

Cory Fleck and Matt Badiali break down the September surge in precious metals and a major battery-tech development out of China that could upend lithium demand.

What we cover:

Gold & Silver: The Post-Summer Breakout After a five-month consolidation, gold and silver rip higher as traders return. We discuss momentum, seasonality, and why metals can rise alongside broader equities.
Money Flows Into PM Equity ETFs Growing, sustained inflows into GDX/GDXJ signal renewed interest beyond bullion. Why juniors are perking up, and where to stay cautious on froth.
M&A & Capital Cycling Majors are minting FCF but remain defensive. What to watch for into conference season and why real sector breadth often follows headline deals.
Macro Frame USD drift, rate-cut odds, tariff pressure, and how currency effects amplify gold’s move in non-USD terms (gold near $5,000 CAD).
Battery Shake-Up: Sodium-Ion China’s CATL unveils sodium-ion batteries aiming for EV-class range at sharply lower cost; BYD is scaling fast. We unpack substitution risk for lithium and what it means for miners vs. the broader EV adoption curve.

Have a story you want featured on Resource Rundown? Email Cory and Matt - resourcerundown@gmail.com.

Investment disclaimer:

This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Hosts may own shares in companies mentioned.