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Natural Resource Stocks with Andy Millette
616 Episodes
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Recorded on January 30 2026 Andy Millette talks with Alex Krainer about a single lens that makes today’s chaos legible: a widening total war between two competing systems of governance and political economy. Alex argues the real fight is not nation versus nation, it is an industrial, sovereignty-driven Hamiltonian model versus a finance-led free trade empire that depends on rules based leverage, institutional capture, and permanent pressure campaigns. They connect Davos signaling, tariffs, and industrial policy to deeper incentives that shape alliances, destabilization efforts, and regime change logic. From Venezuela and the Maduro operation to Greenland and the Arctic map,…
Recorded on 1-30-2026TSXV BOGO OTC Pink BORMF FSE L4B0 Andy Millette is on site with Kelly Malcolm President and Chief Executive Officer of Borealis Mining to break down a major restart milestone at the Borealis Gold Mine in Nevada the company’s first production blast and the immediate steps that follow. Kelly walks through what changes now that blasting is complete including excavation starting Monday and how material moves from the pit through crushing and stacking onto the heap leach pad. They map the full recovery loop from circulating solution through the heap to the ADR plant and into gold doré…
Recorded on January 28, 2026 Michael Oliver, founder of Momentum Structural Analysis, joins Steve Yang to lay out why he believes the real driver of the next major move in metals is not a headline—it’s the bond market. Oliver explains how MSA reads “momentum structure” across asset classes to identify inflection points in gold, silver, miners, oil, the dollar, bonds, equities, and crypto before price narratives catch up. A major focus is silver: why it can go quiet for years and then reprice violently, and how the silver-to-gold relationship can shift fast in late-stage bull phases. Oliver also breaks down…
Recorded on January 28 2026 Steve Yang of Natural Resource Stocks interviews Keith Weiner, PhD of Monetary Metals. Keith’s official main website is linked below along with his verified X and LinkedIn profiles. In this interview, Steve and Keith discuss Monetary Metals and Keith’s work and perspective in the precious metals space. If you follow gold and silver and want more context around how Monetary Metals fits into the broader market, this conversation is designed to give you that framework. Subscribe to the main channel for full interviews and the clips channel for highlights and shorter cuts. #Millettian Key topics…
Recorded on January 28 2026TSXV: GLDC | OTCQX: CGLCF Cassiar Gold CEO Marco Roque joins Andy Millette to break down fresh drill results from the Newcoast target and why repeated gold hits across multiple seasons are reshaping the upside case for the district. They dig into how Newcoast could evolve into a second Taurus-style system, what the latest broad intercepts and step-outs imply for scale, and how Cassiar is thinking about bulk-tonnage potential versus higher-grade optionality. Marco also addresses the reality of permitting in British Columbia, what Cassiar already has in place, and why having a permitted mill changes the…
LSE: ECOR | TSX: ECOR | OTCQX: ECRAF Natural Resource Stocks host Andy Millette sits down with Marc Bishop Lafleche, Chief Executive Officer of Ecora Royalties PLC, for the official name change conversation and a detailed walkthrough of the royalty and streaming business model. Ecora Royalties was previously known as Ecora Resources, and the new name is meant to match what the company is built to do: invest in royalties and streams tied to mining production and development. This is a practical, plain-English breakdown of how royalties and streams work. Instead of operating mines, Ecora aims to build a diversified…
NASDAQ: SDST Recorded on January 22, 2026. Stardust Power is building a battery-grade lithium carbonate processing facility in Muskogee, Oklahoma, designed to strengthen U.S. critical minerals supply chains and support domestic EV and energy storage demand. In this interview, Founder and CEO Roshan Pujari breaks down why the project is positioned as a centrally located refinery hub, what de-risking milestones have already been completed, and what matters most as the company moves from engineering and permitting into financing, construction, and commissioning. Key topics covered in this interview Why Muskogee, Oklahoma is strategically positioned for a refinery hub model Target scale…
Recorded on January 21, 2026. In this interview, Steve Yang sits down with political scientist Bruce Bueno de Mesquita, known for applying game theory and incentive-driven analysis to real-world politics, conflict, and regime survival. If you’ve ever wondered why leaders make “irrational” decisions that still work politically, this conversation lays out the mechanics behind it—who leaders must keep happy, how coalitions stay loyal, and why credibility in foreign policy is so hard to maintain. We cover why leaders prioritize staying in power above all else, how democracies and autocracies differ in incentives, why smaller actors sometimes beat stronger ones in…
Recorded on January 21, 2026. Steve Yang sits down with Larry C. Johnson — former CIA officer and former U.S. State Department Office of Counterterrorism official — for a wide-ranging conversation on the narratives, incentives, and geopolitical pressure points shaping today’s headlines. #Millettian This interview covers: Guest Links (Larry C. Johnson)Sonar21 (Website): https://sonar21.com/Substack: https://larrycjohnson.substack.com/X (Twitter): https://x.com/LarrySonar21Telegram: https://t.me/sonar_21Patreon: https://www.patreon.com/u80288936 Host & Channel LinksNatural Resource Stocks (Website): https://www.NaturalResourceStocks.netNatural Resource Stocks (YouTube): https://www.youtube.com/@naturalresourcestocksSteve Yang (X): https://twitter.com/SteveYang_MarketSteve Yang (LinkedIn): https://www.linkedin.com/in/steveyang88/Andy Millette (X): https://twitter.com/AndyMilletteAndy Millette (LinkedIn): https://www.linkedin.com/in/andymillette/ Chapters00:00 Intro + Larry’s background01:09 Venezuela + the “regime change” frame04:50 “Gaslighting” and the incentives question09:07 Rare earths…
TSX: SAM | OTC: SHVLF | FRA: V4JA Recorded on January 20, 2026. Starcore International Mines Ltd is a gold and silver producer operating the San Martin underground mine in central Mexico, with a working mill and an active production footprint. In this sit-down, Starcore CEO Robert Eadie explains how the company thinks about operating leverage in a strong metals tape, why a clean capital structure matters, and how the La Tortilla historic silver mine could become a practical near-term growth lever by using existing infrastructure. Key topics covered San Martin production profile and mill capacity Clean structure: no NSR,…
TSX.V: SYH | OTCQX: SYHBF | FRA: SC1P Host: Steve YangGuest: Jordan Trimble, President & CEO, Skyharbour Resources Skyharbour Resources is an Athabasca Basin uranium explorer advancing two core assets — Russell Lake and Moore Lake — while also running a prospect generator model designed to bring in partners who help fund exploration across a much larger portfolio. In this interview, Jordan breaks down how that model works, what the company is focused on right now, and what catalysts matter most as the uranium market tightens and the supply chain becomes more political. Skyharbour ResourcesWebsite: https://skyharbourltd.com/ Investor Center: https://skyharbourltd.com/investors/stock-information/ News:…
Recorded on January 20, 2026. Florian Grummes is the Managing Director of Midas Touch Consulting and an independent financial analyst, advisor, consultant, mentor, trader, and investor with more than 30 years of experience in global financial markets. In this full interview with Steve Yang, Florian breaks down why gold has the “gold rush” feel again, what could crack confidence in fiat currency systems, and why silver may be entering a long-awaited breakout phase. Florian is known for blending technical analysis with macro fundamentals and sentiment to build a coherent market view across precious metals, commodities, and digital assets. We cover…
TSXV: MGMA | OTCQB: MAGMF | FSE: BC21 | WKN: A411DV Recorded on January 20, 2026. Magma Silver Corp is a Canadian precious metals exploration company advancing the Niñobamba silver gold project in Peru. Niñobamba spans an 8 km mineralized corridor in a prolific geological belt, with extensive historic work and modern targeting underway. In this interview, Chairman and CEO J. Stephen Barley breaks down why the project economics matter, what the company says is coming next, and the catalysts they are aiming to deliver in 2026. Key topics in this conversationLow cost leverage to silver prices and how the…
CSE: ESAU | OTCQB: ESAUF | FSE: Z7D Recorded January 16, 2026 In this company update, host Andy Millette sits down with Gordon Robb (CEO of ESGold Corp.) to break down what the company is building at its Montauban Gold-Silver Project in Quebec and what milestones matter next as ESGold advances toward its targeted 2026 startup. This conversation covers: Where the project stands today and what the current permitting status means operationally Mill and site-readiness progress, equipment deliveries, and the commissioning path Funding strategy and how management thinks about capital needs while building The operating concept behind tailings reprocessing and…
TSXV: SGO | OTCQB: SMOFF | FRA: 23SPRecorded January 14, 2026 In this Natural Resource Stocks company interview, host Andy Millette speaks with John M. Darch (Chairman) and Kenneth MacLeod (President & CEO) of Sonoro Gold Corp. about the company’s strategy and near-term catalysts at its flagship Cerro Caliche Gold Project in Sonora, Mexico. Sonoro Gold is positioning Cerro Caliche as a development-stage, open-pit style gold project with a path designed to be practical and scalable—focused on building a larger mineralized footprint, tightening up the development plan, and advancing the work needed to move the project forward. In this conversation,…
CSE: GRBM | OTCQB: GBMCF | FWB: J48 | WKN: A3EW4S Recorded on January 14, 2026. #Millettian Green Bridge Metals Corporation is a Canadian-based exploration company advancing a portfolio of critical and battery-metal assets in North America. In this interview, CEO David Suda joins host Andy Millette to walk through the company’s strategy, why Minnesota remains a key focus area, and how management thinks about sequencing catalysts with a disciplined “value levers” approach. The conversation covers how Green Bridge prioritizes work programs, why brownfields context and infrastructure matter when evaluating a project’s pathway, and how re-evaluating historical datasets and legacy…
TSXV DRY | OTCQB DRYGF | FSE X7W Recorded on January 13, 2026. In this company interview, Andy Millette sits down with Maura Kolb M.Sc., P.Geo., President of Dryden Gold Corp, for a detailed update on the company’s district-scale, high-grade gold exploration strategy in Northwestern Ontario. Dryden Gold is advancing multiple target areas across its Dryden Gold District land position, with a focus on expanding Gold Rock and systematically moving regional targets through discovery and follow up drilling. Dryden Gold has outlined 2026 goals that include continued growth drilling at Gold Rock, follow up drilling at Mud Lake and additional…
TSXV: SVE | OTCQX: SLVRF | FSE: BRK1 Silver One Resources CEO Greg Crowe joins host Steve Yang to break down Silver One’s U.S.-focused silver strategy, led by the past-producing Candelaria District in Nevada and supported by additional exploration upside at Phoenix (Arizona) and Cherokee (Nevada). In this conversation, Greg explains what Silver One is prioritizing at Candelaria, how the team thinks about advancing the project toward development, and what catalysts investors should watch as technical work progresses. We also discuss why Phoenix in Arizona adds “torque” to the story and how the broader portfolio fits together. Topics covered: Guest…
TSX-V: BYN | OTCQB: BYAGF | Frankfurt: BAJ Recorded on January 12, 2026. Banyan Gold Corp is advancing its AurMac Project in the Yukon, Canada, a road-accessible, district-scale gold system in the Mayo area. AurMac includes the Airstrip and Powerline deposits, and the company continues to define and expand a large, near-surface gold resource that management views as capable of meaningful scale over time. In this interview, Steve Yang speaks with Banyan Gold leadership about the path from resource growth to economic studies and permitting, plus how infrastructure, ownership cleanup, and market positioning can influence valuation. More #Millettian interviews are…
Recorded on January 12, 2026. In this #Millettian guest interview, Steve Yang sits down with Laurent Lequeu, co-founder of The Macro Butler, to unpack the macro and geopolitical forces he believes will define 2026. From US strategy in the Americas to NATO strain, Taiwan risk, and what investors can do in an environment of policy volatility, Laurent lays out a framework for thinking about security, supply chains, and markets without hype. The opinions expressed are solely those of the guest and do not necessarily reflect those of Natural Resource Stocks. Guest linksThe Macro Butler: https://themacrobutler.com/ Substack: https://themacrobutler.substack.com/ X: https://x.com/TheMacroButler X:…
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