Profit from Emerging Trends in Mining & Renewables with Expert Brian Dalton (Altius Minerals CEO)
Expert Brian Dalton shares insights regarding trends in mining and renewables in this episode which is guest-hosted by Brian Leni of JuniorStockReview.com. Brian Dalton is the CEO of Altius Minerals which is celebrating its 25th year as a project generation and royalty company in Canada. In this conversation with Dalton, we cover some of the most pressing issues for companies across the spectrum of the junior resource sector. Environmental permitting, how important is it for project development and where it ranks in terms of risk. Continuing with the environmental theme, nitrogen emissions have sprung up in the mainstream media with the Canadian and Netherland governments instituting restrictions. Dalton gives his view on how this may or may not affect the other 2 vital fertilizers – Phosphorus and Potassium. It is easy to put together a bullish outlook, but is there any way that the expectation falls short?
Further we discuss whether a rising interest rate environment is the perfect scenario for royalty and streaming companies to become the preferred source of capital for project development. Finally, we look at the most popular base and precious metals (copper, nickel, uranium, gold, silver, iron ore, and zinc) with Dalton giving a brief comment on his outlook for each. This is a must-listen!
0:00 Introduction
1:05 Environmental permitting risk
2:20 Nitrogen emission restrictions to impact potash demand?
4:36 Pace of changing mining operations to lower carbon emissions
8:20 Where or how could this seemingly very bullish future for natural resources fall short?
14:07 Biggest new royalty avenues in the renewable sector?
23:13 Increase in interest rates the perfect scenario for royalty and streaming companies to finance projects?
27:50 Cyclical capital availability determines Altius’ focus
29:40 Altius’ current portfolio of producing royalties is exclusively base metal focused, do you foresee this changing in the future?
37:05 Will the Newfoundland gold rush continue or was that just a flash in the pan?
39:10 Rapid fire – Bullish or Bearish on specific metals
