Dig Deep
Commodity Supercycle 2.0: AI Infrastructure, Critical Minerals, and the Nevada Opportunity
51:12
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…