In this episode we speak to Simon Catt, Director at Arlington Group and Founder of Catt Call as we take a closer look at some of the investment themes currently shaping the mining sector.
We discuss the growing importance of US government funding for critical minerals, including the Springer Tungsten project in Nevada, and whether US-based projects now deserve a valuation premium.
We also turn to Nevada’s gold and silver sector, looking at companies including Hycroft, Mackay and StrikePoint, before moving on to tin, Metals X and why this often-overlooked commodity could become increasingly important.
And finally, we ask the bigger question: where are we today in Commodity Supercycle 2.0?
KEY TAKEAWAYS
Driven by massive capital expenditure in AI and compute data centers, this commodity cycle demands unprecedented supplies of "energy metals" like silver, copper, and tin, alongside defense-critical elements like tungsten.
Blue Moon’s integration into the U.S. defense supply chain alongside Elmet highlights the powerful valuation premium awarded to strategic domestic assets backed by government funding.
Nevada continues to anchor North American precious metals production, offering major upside through high-grade exploration, asset consolidation, and potential corporate restructurings from majors like Barrick.
Critical structural deficits and rapid electrification trends suggest that gold, silver, copper, and tin remain in the earlier, high-potential phases of their multi-year supercycle
BEST MOMENTS
"This cycle, of course, is driven by the commodity of the age, which is the tokens we use in our large language models, our AI... What AI needs is it needs energy metals and it needs energy."
“How do you get access to the biggest pool of money on Earth, the United States government? And I think the answer is to work out what the United States government wants and needs."
"We’re going to see price discovery in the East for the first time in generations... it will be in China and it’ll be physical price discovery."
"Tin has also been a good conductor, it's rust-proof, and it's malleable, which makes it really good for putting in those circuit boards that we need for all of the compute power in the AI data centers."
VALUABLE RESOURCES
Mail: rob@mining-international.org
LinkedIn: https://www.linkedin.com/in/rob-tyson-3a26a68/
X: https://twitter.com/MiningRobTyson YouTube: https://www.youtube.com/c/DigDeepTheMiningPodcast
Web: http://www.mining-international.org
GUEST RESOURCES
Youtube
https://www.youtube.com/@CattCalls#
Spotify
https://open.spotify.com/show/0Q6k9rcR3zr8qwVHBry1kP
Apple Podcasts
https://podcasts.apple.com/us/podcast/catt-calls-no-fear-finance/id1896925377
X
https://x.com/CattCalls
Websites
https://www.cattcalls.com
https://www.agam.co.uk/
Follow up info email to use in description:
info@agam.co.uk
Podcast Description
Rob Tyson is an established recruiter in the mining and quarrying sector and decided to produce the “Dig Deep” The Mining Podcast to provide valuable and informative content around the mining industry. He has a passion and desire to promote the industry and the podcast aims to offer the mining community an insight into people’s experiences and careers covering any mining discipline, giving the listeners helpful advice and guidance on industry topics.
This Podcast has been brought to you by Disruptive Media. https://disruptivemedia.co.uk/
