Shows
In it to Win itForget Oil! Matt Warder Says Coal Is the Real Play! Matt Warder of Sea Wolf Research joins Steve Barton to deliver a sharp update on the coal market’s evolving macro landscape. He explains how summer demand, LNG export growth, and rising U.S. power prices are shaping met and thermal coal pricing. Warder notes how Chinese steel production and potential capacity cuts are critical catalysts that could drive prices further, especially as restocking season approaches. Key companies discussed include Warrior Met Coal (HCC), Core Natural Resources (CNR), Alliance Resource Partners (ARLP), and Ramaco Resources (METC). Warder also shares his current positioning and views on equity performance, sh...2025-07-261h 04In it to Win itForget Oil! Matt Warder Says Coal Is the Real Play! Matt Warder of Sea Wolf Research joins Steve Barton to deliver a sharp update on the coal market’s evolving macro landscape. He explains how summer demand, LNG export growth, and rising U.S. power prices are shaping met and thermal coal pricing. Warder notes how Chinese steel production and potential capacity cuts are critical catalysts that could drive prices further, especially as restocking season approaches. Key companies discussed include Warrior Met Coal (HCC), Core Natural Resources (CNR), Alliance Resource Partners (ARLP), and Ramaco Resources (METC). Warder also shares his current positioning and views on equity performance, sh...2025-07-261h 04
Investor.NewsWEALTH (WCPD Inc.) Celebrates Record-Breaking Year in Flow-Through Financings at PDAC 2025InvestorNews.com host Peter Clausi interviewed Peter Nicholson, Founder and President of WEALTH (WCPD Inc.), at PDAC 2025, highlighting significant updates in flow-through share financing and critical minerals. The conversation opened powerfully with Nicholson confirming the crucial extension of the Mineral Exploration Tax Credit (METC) by the Canadian federal government, remarking, "Wilkinson knows how important mining is. It was a nice present for PDAC." Nicholson emphasized the continued advantage for investors, noting the dual opportunities in critical and non-critical minerals, including gold and silver, benefiting both individual and corporate participants through tax credits. He succinctly captured the complex nature of...2025-03-1407 minInvestor.NewsPearTree’s Ron Bernbaum on Why Structured Flow-Through Tax Model is a Win-Win for Critical MineralsIn a powerful advocacy for Canada's junior exploration sector at PDAC 2025, Ron Bernbaum, CEO of PearTree Financial, emphasized the critical role of the Mineral Exploration Tax Credit (METC), highlighting its recent extension for 2-years due in part to coordinated industry lobbying efforts. Bernbaum described this tax credit as indispensable, stating it "has a material impact on the ability to get financing done in a sector that we know is historically always challenged for money." He stressed the importance of permanence, noting, "The flow-through regime that's been around since the late '70s is really the only way junior exploration...2025-03-1116 minInvestor.NewsRaymond Goldie on the Countdown to PDAC 2025, and the Growing Importance of Critical MineralsIn an interview with InvestorNews host Tracy Hughes, Raymond Goldie, President of the Prospectors & Developers Association of Canada (PDAC), shared insights into his role leading the largest mining convention since 2023. Goldie emphasized that his role as president focuses on using both written and spoken words to advocate for PDAC's principles and goals, particularly around facilitating access to land, capital, and skills for the mining community. Reflecting on his extensive career as a mining analyst, Goldie noted that his ability to communicate effectively with investors has been crucial in his leadership. He also expressed his gratitude for his time as...2025-02-2109 minInvestor.NewsPDAC's Jeff Killeen on Tariffs, the METC, and the Financial Landscape of the Global Minerals MarketIn a recent interview with Tracy Hughes from Investor.News, Jeff Killeen, Director of Policy and Programs at the Prospectors & Developers Association of Canada (PDAC), discussed the potential impacts of proposed tariffs by the Trump administration on Canada's mining and mineral exploration industry. Killeen highlighted the uncertainty surrounding the specifics of these tariffs but noted that any significant imposition, such as a 25% tariff, would inevitably escalate costs for both junior explorers and major mining projects, influencing everything from the cost of drill steel to overall capital costs for new mines. He emphasized, "the prospect of major tariffs would have...2025-02-0419 min
The Northern Miner PodcastPDAC director of policy Jeff Killeen on mining in CanadaThis week’s podcast features Jeff Killeen, Director of Policy & Programs at PDAC, in conversation with host Adrian Pocobelli. They dive into the upcoming PDAC conference in Toronto and explore key mining policy issues in Canada. Killeen sheds light on some of the major topics impacting the Canadian mining sector, including the challenges posed by the Alternative Minimum Tax (AMT) and the upcoming expiration of the Mineral Exploration Tax Credit (METC) in March. He also offers insights into potential solutions aimed at streamlining mineral production and processing across the country.
All this and more with host Adrian Po...2025-01-281h 11
The Northern Miner PodcastPDAC director of policy Jeff Killeen on mining in CanadaThis week’s podcast features Jeff Killeen, Director of Policy & Programs at PDAC, in conversation with host Adrian Pocobelli. They dive into the upcoming PDAC conference in Toronto and explore key mining policy issues in Canada. Killeen sheds light on some of the major topics impacting the Canadian mining sector, including the challenges posed by the Alternative Minimum Tax (AMT) and the upcoming expiration of the Mineral Exploration Tax Credit (METC) in March. He also offers insights into potential solutions aimed at streamlining mineral production and processing across the country.
All this and more with host Adrian Pocobelli.
Music Credits
“Ratt...2025-01-281h 11
Investtalk2024 Global Economy: Resilience Challenges Rate Cut ExpectationsThe global economy is showing unexpected resilience in 2024, challenging predictions of rate cuts by major central banks. This shift raises questions about the future of inflation, growth forecasts, and central bank policies. What does this mean for investors and policymakers?
Today's Stocks & Topics: SYF - Synchrony Financial, Market Wrap, FXY - Invesco CurrencyShares Japanese Yen Trust, 2024 Global Economy: Resilience Challenges Rate Cut Expectations, METC - Ramaco Resources Inc. Cl A, FIX - Comfort Systems USA Inc., Volatility, CCJ - Cameco Corp., SHOP - Shopify Inc. Cl A, TPL - Texas Pacific Land Corp., Hedge Funds....2024-08-0746 min
InvestTalk2024 Global Economy: Resilience Challenges Rate Cut ExpectationsThe global economy is showing unexpected resilience in 2024, challenging predictions of rate cuts by major central banks. This shift raises questions about the future of inflation, growth forecasts, and central bank policies. What does this mean for investors and policymakers? Today's Stocks & Topics: SYF - Synchrony Financial, Market Wrap, FXY - Invesco CurrencyShares Japanese Yen Trust, 2024 Global Economy: Resilience Challenges Rate Cut Expectations, METC - Ramaco Resources Inc. Cl A, FIX - Comfort Systems USA Inc., Volatility, CCJ - Cameco Corp., SHOP - Shopify Inc. Cl A, TPL - Texas Pacific Land Corp., Hedge Funds....2024-08-0746 minInvesttalkInvestTalk 2-6-2024 – As Layoffs Surged, January Hiring Was a Record Low for the MonthThe job cuts were driven by broader economic trends and a strategic shift towards increased automation.
Today's Stocks & Topics: VALE - Vale S.A. ADR, METC - Ramaco Resources Inc. Cl A, SHEL - Shell PLC ADR, APD - Air Products & Chemicals Inc., Pharmaceutical Industry, LUMN - Lumen Technologies Inc., UPS - United Parcel Service Inc. Cl B, Profit-Taking, Timeshares.
Our Sponsors:
* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/
Advertising Inquiries: https://redcircle.com/brands
Privacy & O...2024-02-0745 minInvestTalkInvestTalk 2-6-2024 – As Layoffs Surged, January Hiring Was a Record Low for the MonthThe job cuts were driven by broader economic trends and a strategic shift towards increased automation. Today's Stocks & Topics: VALE - Vale S.A. ADR, METC - Ramaco Resources Inc. Cl A, SHEL - Shell PLC ADR, APD - Air Products & Chemicals Inc., Pharmaceutical Industry, LUMN - Lumen Technologies Inc., UPS - United Parcel Service Inc. Cl B, Profit-Taking, Timeshares.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/Advertising Inquiries: https://redcircle.com/brandsPrivacy & O...2024-02-0745 min
Bloomberg IntelligenceInstacart, Volkswagen, Hostess, and Ad TechMandeep Singh, Senior Tech Analyst with Bloomberg Intelligence, joins to discuss the Instacart IPO. Rick Caruso, Chairman and founder at Caruso Affiliated Holdings, joins to talk about commercial real estate and outlook for the market and rates. Monica Raymunt, autos industry disruption reporter with Bloomberg News, joins to discuss today’s Big Take story, titled “Germany Frets Volkswagen is Heading Down the Road to Nowhere." Jessica Rabe, founder of DataTrek Research, joins to talk her comparison between skydiving and investing. Randall Atkins, CEO at Ramaco Resources (NASDAQ: METC), joins to talk about his company, energy, and commodities. Diana Rosero-Pena, Equi...2023-09-111h 01
Tea or Books?Tea or Books? #117 w/ Lucy Scholes – Do We Like Unnamed Characters? and Ex-Wife vs Sally On The RocksUrsula Parrott, Winifred Boggs, unnamed characters – welcome to episode 117!
https://www.stuckinabook.com/wp-content/uploads/2023/06/tea-or-books-117.mp3
We are so delighted to welcome Lucy Scholes as a guest for this episode. She’s is a reprint/old books superstar – you might know her Re-Covered column for the Paris Review, her work as Senior Editor of McNally Editions, or her editing of A Different Sound: Stories of Mid-Century Women Writers. Or any number of other things. What excitement to have her on the episode!
In the first half, we discuss unnamed narrators and other characters – are we fans? I...2023-06-0600 minBloomberg IntelligenceThe Month in Retail, China's Rare Earth Metal Export BanMari Shor, Senior Equity Analyst at Columbia Threadneedle Investments, joins to discuss the month in retail and what we’re learning about the American consumer. Sam Dunlap, CIO at Angel Oak Capital Advisors, talks investing strategies and gives his outlook on the markets. Luisa Moreno, President of Defense Metal Corp., discusses the significance of China banning rare earth exports and how it affects production around the globe. Randall Atkins, founder and CEO at Ramaco Resources (NASDAQ: METC), joins the show to talk about outlook for the coal industry. Dr. Maureen Dunne, President and CEO at Autism Community Ventures, discusses he...2023-05-3042 min
Schoolutions: Teaching Strategies to Strengthen School Culture, Empower Educators, & Inspire Student GrowthWhy This Teenager's Approach to Digital Literacy is GeniusMeet Olivia "Liv" Van Ledtje, the remarkable 15-year-old who transformed her experience with bullying into a global movement for digital literacy and student empowerment. In this inspiring conversation, discover how one student's journey from victim to victor is revolutionizing education and changing how we think about student engagement, classroom behavior, and the power of student voices.🎯 What You'll Learn:• How to turn difficult students into empowered educators through passion-based learning• Revolutionary approaches to student motivation and classroom engagement that work• Digital citizenship strategies that inspire rather than intimidate students• Building authentic teacher-student connections that transf...2023-01-0243 min