
Doomberg's Fortress North America: "Molecular Shortages" and the Coming Rare Earth Glut
Mining Stock Daily
Why Gold Dropped After the Invasion
Doomberg explains margin calls, oil hedging, and why producers sell liquid collateral like gold.
The "green chicken" known as Doomberg joins the program to discuss the "fog of war" in the Middle East and the resulting volatility across the energy and precious metals sectors. He explains that the recent counter-intuitive dive in gold prices was likely driven by Middle East oil producers selling liquid collateral to meet massive margin calls on their hedged production. The discussion highlights a unique "fresh iPad experiment" used to bypass Western algorithmic bias, revealing how Iran is strategically targeting energy infrastructure with specific American shareholder interests. Doomberg and Trevor also discuss the emergence of "Fortress North America," where the U.S. and Canada remain energy-independent while island nations like Australia and Japan face "molecular shortages" and catastrophic economic risks. Finally, Doomberg warns of the U.S. military's vulnerability in rare earths while predicting that current shortages will eventually trigger a massive over-investment, leading to a long-term glut and a potential collapse in commodity prices.
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This episode of Mining Stock Daily is brought to you by...
Revival Gold is one of the largest pure gold mine developer operating in the United States. The Company is advancing the Mercur Gold Project in Utah and mine permitting preparations and ongoing exploration at the Beartrack-Arnett Gold Project located in Idaho. Revival Gold is listed on the TSX Venture Exchange under the ticker symbol “RVG” and trades on the OTCQX Market under the ticker symbol “RVLGF”. Learn more about the company at revival-dash-gold.com
Vizsla Silver is focused on becoming one of the world’s largest single-asset silver producers through the exploration and development of the 100% owned Panuco-Copala silver-gold district in Sinaloa, Mexico. The company consolidated this historic district in 2019 and has now completed over 325,000 meters of drilling. The company has the world's largest, undeveloped high-grade silver resource. Learn more at https://vizslasilvercorp.com/
Equinox has recently completed the business combination with Calibre Mining to create an Americas-focused diversified gold producer with a portfolio of mines in five countries, anchored by two high-profile, long-life Canadian gold mines, Greenstone and Valentine. Learn more about the business and its operations at equinoxgold.com
Integra Resources is a growing precious metals producer in the Great Basin of the Western United States. Integra is focused on demonstrating profitability and operational excellence at its principal operating asset, the Florida Canyon Mine, located in Nevada. In addition, Integra is committed to advancing its flagship development-stage heap leach projects: the past producing DeLamar Project located in southwestern Idaho, and the Nevada North Project located in western Nevada. Learn more about the business and their high industry standards over at integraresources.com


