Mining Stock Daily Abundant Liquidity, Gold's Inflationary Call, and the Biden Administration's Relationship with the Mining Industry
In our first conversation of this week's long-form episode, Michael Howell discusses the source of liquidity in the current market and the role of central banks in injecting liquidity. He explains the investment cycle and the current phase, highlighting the potential challenges in the banking sector. Howell also discusses the implications of the Bank Term Funding Program and the relationship between interest rate expectations and liquidity. He emphasizes the importance of understanding the relationship between inflation expectations and liquidity, as well as the impact of liquidity on commodity prices.
The second segment features Todd Mallon of Talon Metals. Here Trevor and Todd discuss the evolving relationship between governments and the mining industry, particularly in the context of Western governments' focus on securing supply chains for critical minerals. Mallon highlights the importance of security of supply and the need for responsible mining practices to address societal expectations. He also emphasizes the role of partnerships between industry, government, and civil society in addressing challenges related to permitting and public engagement. Mallon discusses the role of government funding and support in advancing critical minerals projects and the potential for expanding processing and refinement facilities in the United States. Overall, Mallon is optimistic about the bipartisan support for critical minerals policy and the potential for collaboration in the industry.
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Arizona Sonoran Copper Company (ASCU:TSX) is focused on developing its brownfield copper project on private land in Arizona, a tier 1 location. The Cactus Mine Project is located less than an hour's drive from the Phoenix International airport via highway i-10, and with grid power and the Union Pacific Rail line situated at the base of the Cactus Project main road. With permitted water access, a streamlined permitting framework and infrastructure already in place, ASCU's Cactus Mine Project is a lower risk copper development project in the infrastructure-rich heartland of Arizona.For more information, please visit www.arizonasonoran.com.
Fireweed Metals is advancing 3 different projects within the Yukon and Northwest Territories, including the flagship Macmillan Pass Project, a large zinc-lead-silver deposit and the Mactung Project, one of the largest and highest-grade tungsten deposits in the world. Fireweed plans to advance these projects through exploration, resource definition, metallurgy, engineering, economic studies and collaboration with indigenous people on the path to production. For more information please visit fireweedmetals.com.
Vizsla Silver is focused on becoming one of the world’s largest single-asset silver producers through the exploration and development of the 100% owned Panuco-Copala silver-gold district in Sinaloa, Mexico. The company consolidated this historic district in 2019 and has now completed over 325,000 meters of drilling. The company has the world's largest, undeveloped high-grade silver resource, which will grow with a resource update in early 2024. Learn more at https://vizslasilvercorp.com/
Victoria Gold operates the Eagle Gold Mine within the Dublin Gulch Property. Eagle is the largest gold mine in Yukon's long history of gold production. In addition to the long-life Eagle Gold Mine, the Dublin Gulch property has upsized exploration potential including priority targets Raven and Lynx among others. Follow all the gold production and exploration news at vgcx.com.