Weekend Show - Brien Lundin & Dan Steffens - Metals & Energy Breakdown: Assessing Structural Shifts and Market Consolidation episode artwork

EPISODE · Apr 25, 2026 · 57 MIN

Weekend Show - Brien Lundin & Dan Steffens - Metals & Energy Breakdown: Assessing Structural Shifts and Market Consolidation

from The KE Report · host KE Report

In this weekend edition, we dive deep into the forces driving the next leg of the commodity cycle. Brien Lundin joins us to discuss the "sideways consolidation" in precious metals and why copper and tungsten are suddenly stealing the spotlight. Then, Dan Steffens breaks down the structural damage to global oil supply chains, explaining why a $90+ floor is the new reality regardless of geopolitical headlines.  Segment 1 & 2 - In this interview, Brien Lundin, editor of the Gold Newsletter and host of the New Orleans Investment Conference, discusses the current sideways consolidation in precious metals and the bullish performance of copper. He explores broader market trends, highlighting opportunities in exploration-stage junior mining stocks and the strategic revaluation of resource companies through acquisitions and spin-outs. Click here to learn more about this year’s New Orleans Investment Conference - https://neworleansconference.com/online-registration/    Segment 3 & 4 - Dan Steffens, President of the Energy Prospectus Group, analyzes the current volatility in the energy sector driven by the ongoing conflict in Iran and the closure of the Strait of Hormuz. He provides detailed insights into the structural damage to the global oil supply, the disconnect between stock values and oil prices, and specific growth opportunities within his top small-cap and merger-focused energy stock recommendations.  Click here to visit the Energy Prospectus Group website for more energy market and stock analysis - http://www.energyprospectus.com/   If you enjoy the show, be sure to subscribe to our podcast feed (KER Podcast), YouTube channel, and follow us on X for more market commentary and company interviews. Don’t forget to subscribe and leave us a review!   For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad’s resource market commentary: https://excelsiorprosperity.substack.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 or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.  

In this weekend edition, we dive deep into the forces driving the next leg of the commodity cycle. Brien Lundin joins us to discuss the "sideways consolidation" in precious metals and why copper and tungsten are suddenly stealing the spotlight. Then, Dan Steffens breaks down the structural damage to global oil supply chains, explaining why a $90+ floor is the new reality regardless of geopolitical headlines.  Segment 1 & 2 - In this interview, Brien Lundin, editor of the Gold Newsletter and host of the New Orleans Investment Conference, discusses the current sideways consolidation in precious metals and the bullish performance of copper. He explores broader market trends, highlighting opportunities in exploration-stage junior mining stocks and the strategic revaluation of resource companies through acquisitions and spin-outs. Click here to learn more about this year’s New Orleans Investment Conference - https://neworleansconference.com/online-registration/    Segment 3 & 4 - Dan Steffens, President of the Energy Prospectus Group, analyzes the current volatility in the energy sector driven by the ongoing conflict in Iran and the closure of the Strait of Hormuz. He provides detailed insights into the structural damage to the global oil supply, the disconnect between stock values and oil prices, and specific growth opportunities within his top small-cap and merger-focused energy stock recommendations.  Click here to visit the Energy Prospectus Group website for more energy market and stock analysis - http://www.energyprospectus.com/   If you enjoy the show, be sure to subscribe to our podcast feed (KER Podcast), YouTube channel, and follow us on X for more market commentary and company interviews. Don’t forget to subscribe and leave us a review!   For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad’s resource market commentary: https://excelsiorprosperity.substack.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 or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

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Weekend Show - Brien Lundin & Dan Steffens - Metals & Energy Breakdown: Assessing Structural Shifts and Market Consolidation

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In this weekend edition, we dive deep into the forces driving the next leg of the commodity cycle. Brien Lundin joins us to discuss the "sideways consolidation" in precious metals and why copper and tungsten are suddenly stealing the spotlight....

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