Grizzle Uranium & Battery Metals Roundtable - The New Era of Energy

Grizzle Pod: Thematic Growth Investing

We've entered a new era of power demand, underscoring the significant value of critical energy metals, including: uranium, copper, lithium and nickel.

The Uranium & Battery Metals roundtable brings together the top management teams and consultants to help you pinpoint key investment opportunities across each critical metal.

COMPANIES:

◼️Denison Mines (TSX:DML) (NYSE:DNN): https://denisonmines.com/investors/in...

◼️Power Nickel (TSXV:PNPN): https://powernickel.com

◼️Ecora Resources (TSX:ECOR) (LSE:ECOR): https://www.ecora-resources.com/investor-relations/

◼️Hot Chili (TSXV:HCH) (ASX:HCH): https://www.hotchili.net.au/

◼️Anfield Energy (TSXV:AEC): https://anfieldenergy.com/

◼️Lithium Royalty Corp (TSX:LIRC): https://lithiumroyaltycorp.com/

◼️Amerigo (TSX:ARG): https://www.amerigoresources.com/

◼️Bid/Ask ETF Research: https://www.bid-ask.io/

AGENDA:

◼️Uranium in Focus: David Cates, CEO Denison Mines, Corey Dias, CEO Anfield Energy & Nick Carter EVP UxC

◼️Diversified Critical Metals: Terry Lynch, CEO Power Nickel & Marc Bishop Lafleche, CEO Ecora Resources

◼️Lithium: Is the Bottom In? Rob Weir, VP Corporate Development, Lithium Royalty Corp

◼️Copper: Robust Demand, Tight Supply: Christian Easterday, CEO Hot Chili, Aurora Davidson, CEO Amerigo

◼️Analyzing Uranium ETFs: Bid/Ask ETF Strategy & Research

Topics:

0:00 Conference Intro

2:25 More Than an Inventory Restocking Cycle?

5:01 The Uranium Reshoring Opportunity

7:53 When Will SMR’s be Ready for Primetime?

12:24 AI’s Impact on Nuclear Demand

15:01 Denison Production Outlook

17:23 Acquisitions on the Horizon?

19:56 Denison: Key Catalysts

24:44 The Strategic Importance of Uranium in America

26:51 Bipartisan Support of Nuclear Power

28:34 Uranium Market Stability Without Russian Exports

29:04 U.S. Uranium Milling in Demand: 2 of 3 Assets Acquired

30:50 Time & Cost to Build a Mill from Scratch vs. Refurbish

32:18 Will More Milling Capacity be Required?

32:59 Restocking Cycle or Sustainable Demand Growth

34:48 Has Public Opinion Ever Been This Positive?

36:45 Inventory Outlook & Potential Bottlenecks

39:15 America’s Role in Uranium Supply

42:30 Where We Currently Sit in the Commodity Cycle

43:26 Commodities vs. Commodity Mining Stocks

44:15 Commodity M&A Cycle

45:27 The Significant Value of Polymetallic Deposits

48:04 Nickel Market: North America vs. Indonesia

51:22 Nisk: High Grade Polymetallic Discovery

52:46 Lion Zone & Exploratory Drilling Ahead

54:35 Outlook Among Battery Metals

58:00 Ecora’s Unique Critical Metals Royalty Model

59:47 Which Royalty in the Portfolio Could Surprise to the Upside?

1:01:52 Uranium: NexGen Patterson Corridor East Royalty

1:03:32 Catalysts Ahead for Ecora

1:07:27 Lithium: Signs the Market is Close to a Bottom

1:07:58 Structural EV Demand

1:08:53 EVs: China’s Leading the Way

1:09:33 Will Lithium Remain a Key Component in Battery Chemistry?

1:10:15 M&A: Rio Tinto & Arcadium Lithium

1:11:17 Region and Deposit Focus?

1:12:03 Applying the Royalty Model to Lithium

1:12:51 Catalysts Ahead

1:14:13 Drivers of Elongated Development Cycles

1:14:44 Exploration Budgets Still Tight

1:15:17 Chile’s Importance in Global Copper Production

1:15:57 China’s Strategic Domination in EVs & Renewables

1:17:00 Drivers of Costa Fuego’s Significant Resource Growth

1:17:54 Importance of Water Rights in Mining

1:18:59 Hot Chili Catalysts Ahead

1:20:52 The Copper Shortage

1:24:21 Copper Prices High Enough to Incentivize exploration?

1:26:26 An Underappreciated Source of Demand

1:27:40 Importance of Capital Return in Mining

1:28:51 Amerigo: The Copper Utility Model Explained

1:30:57 Bid/Ask ETF Research: Uranium ETFs