AI Data Centers' Role in Gas Demand

On The KE Report Weekend Show this weekend we discuss what’s really driving the metal-stock resilience, copper’s setup, and the next table-pounding entry in oil & gas

• Segment 1 & 2 - Kicking off the show is Dave Erfle, founder and editor of Junior Miner Junky, who discusses gold’s sharp but healthy correction alongside resilient ETF inflows, record October financings signaling strong institutional demand, how to identify quality junior miners through management alignment and project scale, and why $5+ copper could make 2025 the “gold-2024” moment for copper stocks as juniors begin to catch up to the majors.
• Click here to visit the Junior Miner Junky website to learn more about Dave’s investment letter - https://www.juniorminerjunky.com/

• Segment 3 & 4 - Josef Schachter, founder and editor of the Schachter Energy Report (and the Eye On Energy Report on Substack), analyzes oil’s brief rebound within a broader downtrend, citing sanction impacts, sluggish demand, and key buy signals to watch. He also highlights near-term upside for natural gas tied to winter demand, LNG expansion, and AI data-center power needs, while discussing energy producers and consolidators such as Whitecap, Freehold Royalties, Birchcliff, and others poised to benefit from ongoing M&A across the Canadian oil and gas sector.
• Josef is extended a special offer from his recent conference. You get $150 off the subscription price that will give you access to his analysis of Q3/25 company results and be informed when the next “table pounding BUY signal” is. - at checkout use promo code BGA2 - https://schachterenergyreport.ca/

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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. Guests may own shares in companies mentioned.