NEW ENERGY PIVOT: Platinum, Uranium & Coal Will Fuel the Future
Trader Ferg, aka the Kiwi Kingpin of Kilowatts joined us on this episode of Energy Transition Talks.
As the world pivots to new energy sources, the role of traditional materials like platinum, uranium, and even coal is evolving. While electric vehicles and renewables are front and center in the narrative, these powerhouse resources are still critical to the energy landscape.
In this discussion, we explore how platinum is driving fuel cells, uranium is fueling clean nuclear energy, and coal’s role is shifting as the energy mix diversifies.
After my conversation with Trader Ferg, I was joined by 2 companies:
Global Atomic (TSX: GLO) - an aspiring uranium producer who owns the highest grade uranium deposit in Niger, Africa.
Metallic Minerals - a polymetallic exploration company active in the Yukon and Colorado, with exposure to copper, zinc, platinum, palladium, and even gold and silver.
In summary, this video contains a:
- Trader Ferg interview
- Global Atomic CEO interview with Stephen Roman
- Metallic Minerals interview with Scott Petsel
VERY IMPORTANT WARNING:
THIS VIDEO SHOULD BE TREATED AS AN ADVERTISEMENT FOR GLOBAL ATOMIC, WHO HAS PAID FOR THE PRODUCTION OF THIS VIDEO.
NO QUESTIONS WERE EXCHANGED, AND NOBODY SAW THIS PRIOR TO ITS PUBLICATION.
This channel is a business that charges for the creation and publication of video interviews. There will always be a conflict of interest which means you can never rely on anything said herein.
The information provided herein is general & impersonal in nature and meant for entertainment purposes only. The viewer acknowledges and agrees that the information does not constitute a solicitation of an offer to buy or sell any security or instrument or to participate in any trading strategy.
The host is not a licensed investment advisor. He is just another talking head on the internet. He might own shares of companies mentioned in this publication. Always assume he doesn't know much more than a potato does.
The mining & exploration space is among the riskiest sectors to invest in. The risk of anything mentioned in this publication is 100% loss of capital. If you don't read the official documents provided by the company on www.SedarPlus.ca, you will lose all of your money.
Timestamps:
00:00 - Intro
02:10 - What is Trader Ferg buying/selling?
12:30 - What's Ferg's highest conviction right now?
16:05 - Why is the energy narrative shifting?
27:10 - Will govt subsidies save EV demand?
33:10 - How is Ferg getting exposure to PGEs?
38:55 - How does Ferg value investments?
44:25 - How does Ferg deal with jurisdictional risk?
51:15 - How many stocks does Ferg own?
52:30 - How/when does Ferg sell stocks?
55:30 - Is Ferg still bullish on uranium?
59:38 - What uranium companies does Ferg like?
01:05:50 - Does Ferg still like coal?
01:07:55 - Very important warning
01:12:16 - Global Atomic CEO BBQ
02:08:07 - Metallic Minerals CEO BBQ
