PODCAST · business
Cocktails and Commodities
by Shae Russell
Macro analysis and mining insights for resource speculators. Join analyst Shae Russell and a range of mining experts each week as she covers what rocks are making news, which company has sunk some rigs into the ground and the commodities moving markets.
Episodes
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Lincoln Minerals: The graphite winter is almost over
In this episode, Julian Babarczy, non executive director of Lincoln Minerals, explains why graphite is unloved, but that’s where the long term opportunity is. 3:29 – Prefers the less crowded trades 7:03 – The graphite winter is nearly over 9:02 – No longer a one project company 12:11 – Reshoring...
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Earths Energy: Hot rocks can power Australia
Blurb: In this episode, Matt Kay, managing director of Earth Energy (ASX:EE1) explains how we can embrace geothermal energy even though Australia isn’t on the ring of fire, why their projects run through ‘mining central’ and how geothermal energy use could one day outstrip nuclear energy…
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West Wits Mining: Is the ASX’s next gold producer?
Eight weeks to production. Six months to revenue. An AISC half of the spot price of gold. In this episode Michael Quinert, chairman of West Wits Mining, says the company is already stockpiling ore on the pad, how they plan to mine 200,000 ounces of gold per annum and the trigger that could see…
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Jim Rickards: The Fed is out of rabbits
In this episode, economist and geopolitical expert Jim Rickards why the market needs to stop banking on more than one rate cut from the Fed, how Wall Street has been wrong for two years and the looming threat of commercial property held by the banks. Timestamps: (2:30) – How does the market...
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Callum Newman: “I’m super bullish on small caps”
“I’m super bullish on small caps…now is the time to do your homework”. In this episode Callum Newman, small cap specialist from Fat Tail Investment Research, joins the podcast to talk how iron ore producers are ‘mining money’, why ‘less bad’ news has been boosted the small cap sector, how…
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Brent Cook: True exploration requires patience, time, and money.
In this episode, veteran economic geologist Brent Cook explains why exploration is slow as a company ‘build’s a scientific case’, be careful what fin-influencers you follow and what key information investors need to know before buying exploration stocks. (1:10) ‘Turning rocks into money’ (5:11)...
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Chris Judd on rocks, stocks and kicking investing goals
In this episode, former professional athlete now Cerutty Macro Fund’s portfolio manager, Chris Judd joins Shae Russell to talk about Cerutty view gold as a currency, why uranium is looking a little bubbly and the enormous potential in tin. (2:35) Leaning a new trade (4:27) How a share magazine…
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Greenwing Resources: Breaking new ground in the Lithium Triangle
Today, Rick Anthon and Peter Wright join Cocktails & Commodities to discuss the San Jorge Lithium Project located inside Argentina’s famous lithium tringle. San Jorge has never been explored and the team explain how drilling on the edge of the salar suggests the project is even bigger than they...
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Uranium bulls charge ahead...but how high will the price go?
Resource news in under 15 minutes: Four weeks into the new and commodity prices are on the move. Gold is trapped as the markets bet the farm on rate cuts, nickel dives so hard it knocks out Twiggy, the uranium bull charges ahead and what’s on your barbie this long weekend? Timestamps: (0:53)…
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"You don’t have to fall in love with the frog"…and other commodity exploration lessons from a geologist.
On Air at IMARC: Kicking off the new year, Hedley Widdup from Lion Selection Group joins Shae Russell at IMARC 2023. Together they discuss why explorers should be nimble, how one company’s hype faded when it collided with reality and what's the time on the famous Lion Selection clock… Timestamps:...
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Hexagon Energy: Helping Australia become a clean energy super power
In this episode, Stephen Hall, CEO of Hexagon Energy Ltd [HXG] explains the role blue ammonia will play in reducing carbon emissions, how Japan is kick starting a new industry in Australia and why Hexagon’s WAH2 Project ticks all the infrastructure boxes. Timestamps: (1:30) Low carbon intensity...
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Lotus Resources: Uranium soars as supply gap looms
In this episode, Keith Bowes, managing director from Lotus Resources Ltd [ASX:LOT] jumps on the mic to talk about the rising uranium spot price, a looming supply gap and possible production by 2025. Timestamps (0:54) – Spot uranium at the highest price since 2008 (2:30) – Merger gives Lotus...
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Wildcat Resources: From micro-cap stock to billion dollar beast
'It's a premium project'. Sam Ekins from Wildcat Resources joins Cocktails & Commodities to discuss the Tabba Tabba lithium project in the Pilbara, how 'Leia' changed the companies fortunes and why the full potential of Tabba Tabba is still to be revealed. Timetamps: (1:03) – What is spodumene?...
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OPEC can't prop up oil prices...and why copper will flip to a deficit in 2024
Resource news in under 20 minutes: Gold screams higher and lands back with a thud, what does this mean for future gold prices? Metals bounce around as Chinese stimulus whispers nudge prices north, OPEC cuts again yet crude still falls and China follows through on its graphite export controls....
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Clyde Russell: ‘Would Rio have blown up the caves? Probably not.’
In this episode, Reuters commodities analyst, joins Shae Russell to discuss why iron ore and copper rely on Chinese news for movement, what would it take for Australia to grow a downstream industry, plus after nine years in government why only now is the Coalition insisting Australia build a...
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Nicholas Boyd-Mathews: Change must start at the top
OnAir @ IMARC: Nicholas Boyd-Mathews, chief investment officer from Eden Asset Management joins Shae Russell to tackle some difficult topics. Nick doesn’t hold back when it comes to addressing gender diversity in boardrooms across funds managers and resources companies, why ESG will become...
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Is chocolate now a luxury? Plus what every new uranium investor needs to know
Resource news in 15 minutes (Mmm, we're a little bit over but it's worth it): In this episode Shae Russell discusses why your average chocolate block is about to cost a whole lot more, crude prices reliant on OPEC moves and some decisions from Saudi Arabia suggest the oil market isn’t as robust…
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The only ratio that matters for gold
“Back in the day if you couldn’t see it, you couldn’t mine it”. Sean Russo, managing director of Noah’s Rule joins Cocktails & Commodities. In this episode, Sean revisits ‘the last of the chalkies’, the impact the newly floated Aussie dollar had on gold miners hedging books, two key processes…
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Patagonia Lithium: Moving from megawatts to terawatts
OnAir @ IMARC: Phillip Thomas, executive director from Patagonia Lithium joins Shae Russell to discuss the enormous amount of energy electric vehicle batteries will need, what China’s lithium stockpiling means for lithium supply and exploration in Argentina.
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Elementos Limited on tin: The glue holding electronics together
OnAir @ IMARC: Joe David, managing director from Elementos Limited swung past the Cocktails & Commodities booth to cover why tin is a critical metal, its role in electronics with no viable substitute and the fundamentals pushing up tin demand while supply tightens.
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Greenwing Resources: Securing graphite supply outside of China
OnAir @ IMARC: Peter Wright, executive director of Greenwing Resources joins Cocktails & Commodities to discuss how graphite’s fundamentals are the same as lithium’s, the risk to the electric vehicle manufacturing if China cuts graphene, how Greenwing has quadrupled the project’s resource and...
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Alligator Energy: The uranium resurgence
OnAir @ IMARC: Greg Hall CEO from Alligator Energy jumps on the mic to discuss the uranium resurgence, the factors which have swung in nuclear energy’s favour and how Australia can shift nuclear energy sentiment out of the 1970s.
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These two metals should be on your buy list…and the most hated, yet profitable commodity trade around.
‘Don’t conflate the energy transition with electric vehicles – the future is more bullish than we realise’. Rick Rule jumps back on the mic for part two, where he covers the fastest growing use for silver, vanadium’s role in the energy transition and why fossils fuels aren’t done yet. 0:50 –…
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Rick Rule: We’re at the front end of the exploration boom
Rick Rule joins Shae Russell to discuss the next generation of resource investors, why the uranium bull market still has room to run and the most hated commodity right now. Part two will play next. 1:41 – The next generation of investor 6:43 – Family offices increasingly fund new explorers 10:54…
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Iltani Resources: Herberton's metal riches could run deep
Silver at the surface, zinc in the middle and copper down below. In this episode, Donald Garner, managing director of Iltanti Resources [ASX:ILT] explains the historical mining of the company’s Herberton project, it's sheer size and scale still to be revealed and why we need to explore for more...
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Jervois Global: Wrestling specialty metals refining away from China one plant at a time
Blurb: In this episode, James May from Jervois Global explains Finland’s role as a specialty metals refining hub outside of China, why being both miner and refiner allows the company to catch all parts of the cobalt supply chain and the company’s strategic move into nickel refining. TIMESTAMPS:...
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The perfect set up for uranium bulls arrives…
Resources news in under 15 minutes (almost): In this episode Shae Russell discusses gold’s drop as the Fed warns there’s another rate hike in the air, iron ore is at a five month high, Brent crude eyes off triple digit prices and uranium bulls unite. 0:51 – Gold falls but Asian bar demand is up...
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The intricacies of agriculture: Home grown but vulnerable to a global price
Sean Modd from Modd Co Capital is back on the mic for part two of our agriculture commodities chat. Today Sean talks about the risks of Ukraine swapping out wheat crops for sunflower seeds, why Russia needs the Odessa port, the two countries driving up Australia’s milk prices and the risks…
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CGN Resources: Exploring Australia’s last mineral frontier
In this episode, Stan Wholley, managing director of soon to list CGN Resources, discusses why they’ve headed out to the West Arunta – one of the most remote places in Australia – to unearth a potential iron oxide copper gold deposit, plus while there CGN says the ground is also highly prospective...
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The humble chocolate bar may get VERY expensive…plus why Covid restrictions are still impacting food prices
Rising food prices are here to stay, and it has nothing to do with central banks. Join Shae Russell and agricultural commodities trader Sean Modd, of Modd Co Capital in this two-part ‘ag’s’ series. In part one, Sean and Shae discuss the volatility in tea prices, the insect born disease destroying...
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The inflation problem the RBA didn’t see coming. Plus, gold falls, silver rises and one bank makes a contrarian call on oil…
Resource news in under 15 mins: Property woes grip China, dragging the Aussie dollar down with it, but it’s not the only factor putting pressure on the currency. Gold heads south for the Australian winter yet copper and silver turn north. Plus, one bank makes a contrarian call on oil… Timestamps:...
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Why the US-China tech war will boost this Aussie explorer...plus how the threat of industrial action has spooked gas markets.
Resource news in under 15 mins: Rumblings in the LNG market could see natural gas prices double, gold dips and looks set to go lower, and China pursues the tech war with gusto but its recent announcement of export controls on semiconductor metals has had unintentional consequences. Timestamps…
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The silver renaissance: How this metal has morphed from a precious metal to a critical metal .
Without silver, there’s no computers, no phone, no solar panels, or even light switches. The ‘other’ precious metal is both a commodity and a precious metal. Today, Andy Schectman, CEO of Miles Franklin Precious Metals joins Shae Russell as they discuss silver’s duality, the role it plays from...
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Why we need more of everything: More metals, more exploration, more funding and what the BRICS will do on August 22
Resource news in under 15 minutes: Copper, tin and silver to name just a few metals are all in short supply, the best is still to come for mineral exploration, Jim Rickards on the rise of the BRICS power bloc, investing lessons from Rick Rule and too many stock holders are looking for quick gains...
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The dirty word you can’t say anymore (but is playing pivotal role in funding energy transition projects)
Dan Porter from Pure Asset Management comes back for the final installment, where he and Shae Russell discuss why incumbent energy systems don’t turn on a dime, how permitting and funding are slowing down the energy transition and the two critical minerals you must put on your watch list....
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The missing trillion dollars from the renewable energy equation
Dan Porter from Pure Asset Management joins Shae Russell in part one of their two-part energy discussion. Today they cover the one trillion dollars not factored into the renewable equation, why crushing rocks need so much energy, the uncomfortable truth about coal, understanding our complex…
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Hope isn’t an investment strategy: Why Chinese stimulus may fall short of market expectations.
Resource news in under 15 minutes: Markets hinge on hope for Chinese stimulus but it may not come the way we remember it. Silver joins gold and rallies higher, how a Floridian frost drove up the cost of breakfast and a major miner puts the spotlight back on graphite. Timestamps: 0:38 –...
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The wall of money behind renewable energy and two minerals set to benefit from it
Recorded live at the Mines & Money Connect Melbourne conference on June 15: Lowell Resources Fund chief investment officer John Forwood, joins Shae Russell to discuss the hidden costs impacting commodity prices, how the US Inflation Reduction Act will benefit ASX explorers and the two metals all...
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Why is cobalt suddenly rising, Brent crude jumps, copper stockpiles empty and gold is range bound ahead of July Fed
Resource news in under 15 minutes: Gold remains subdued, the silver price goes nowhere though ANZ bank warns of a shortage, Brent is moves higher but can it hold? Copper traders are puzzled as stockpiles are drained but it’s not matched up with demand, cobalt rallies but why, keep your eyes on…
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Frontier Energy: How West Australian sunshine will create green hydrogen
In this episode, Sam Lee Mohan, Managing Director of Frontier Energy breaks down what the ‘colours’ of hydrogen really mean, how technology behind this gas will change the energy landscape and lays out two key pathways to revenue. Timestamps: 1:50 – What is hydrogen? 3:08 – The ‘colours’ of...
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Sierra Nevada: Exploring for gold in elephant country
In this episode, Peter Moore executive chairman of Sierra Nevada Gold [ASX:SNX] talks through the prolific Walker Lane trend in Nevada and the two key projects to keep your eye on as drilling starts next month. Timestamps: 1:30 – Exploring in Nevada for over ten years 3:34 – Walker Lane trend...
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Spot gold dips but the gold bull market remains
Recorded live at the Mines & Money Connect Melbourne conference: ABC Refinery’s Head of Institutional Markets Nick Frappell joins Shae Russell to discuss the recent Fed pause and how investors should brace for more hikes. Can the Aussie dollar maintain its momentum? Plus silver continues to...
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Terra Uranium: Tiptoeing through the Athabasca
“Looking for something the size of a football field 1,000m deep”. In this episode Andrew Vigar, executive chairman for Terra Uranium [ASX:T92], talks through how the company moved from concept to drilling in less than two years, what it will take to find uranium deep undercover and why ‘solution...
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Iron ore lifts on China's rate cut, but will it keep rising? Gold dips on Fed pause and oil struggles for direction...plus the ASX scored a near term copper producer this week.
Resource news in under 20 minutes: Gold dips down and breaks below technical support, oil doesn't know which way to go and will China's central bank's rate cut stimulate the local property sector? Plus Shae looks at why investors are so excited about lithium explorer Recharge Metals and how newly...
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Cameron Perks: It's not just about the economics, location matters
Dr Cameron Perks, principal analyst for Lithium at Benchmark Minerals Intelligence returns for part two of his lithium interview. Today he discusses the rise of economic nationalism and the impact on lithium, why Elon Musk might just need better advisors and is the market ready to pay a premium…
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Cameron Perks: Lithium market dynamics
Understanding the lithium spot price: From a room full of people to several over-the-counter markets, Dr Cameron Perks joins Shae Russell to explain the lithium market dynamics. In part one of this two part series, Cameron breaks down lithium pricing, explains direct lithium extraction potential...
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Gold pauses ahead of Fed meeting, Brent bounces and why gloomy commodity prices won't stop Australia's inflation woes just yet.
Resource news in under 15 minutes: Iron ore, copper, gold and brent crude are all higher this week, but why? Mining exploration expenditure drops leaving many junior miners as potential takeover targets, why Namibia rattling the economic nationalism cage may be good for uranium stocks in the long...
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Rick Rule: Why bear market investors get bull market profits
Join Shae Russell and legendary mining investor Rick Rule as they discuss key events driving several commodities this year. In this episode, Rick explains why gold has room to run higher, what the Chilean government nationalising the lithium sector means for Australia and the stealth bull market...
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ABOUT THIS SHOW
Macro analysis and mining insights for resource speculators. Join analyst Shae Russell and a range of mining experts each week as she covers what rocks are making news, which company has sunk some rigs into the ground and the commodities moving markets.
HOSTED BY
Shae Russell
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Frequently Asked Questions
How many episodes does Cocktails and Commodities have?
Cocktails and Commodities currently has 48 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Cocktails and Commodities about?
Macro analysis and mining insights for resource speculators. Join analyst Shae Russell and a range of mining experts each week as she covers what rocks are making news, which company has sunk some rigs into the ground and the commodities moving markets.
How often does Cocktails and Commodities release new episodes?
Cocktails and Commodities has 48 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Cocktails and Commodities?
You can listen to Cocktails and Commodities on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Cocktails and Commodities?
Cocktails and Commodities is created and hosted by Shae Russell.
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