The West's Dependency on Chinese Metals Left the Room with Hu Jintao

In this week's long-form, we welcome in Shrub Capital to MSD for the first time. He has a lot of ideas to share in regards to the West's reshoring of supply chains,  including the metals market. Following the images out of China last week and Hu Jintao, Shrub and Trevor discuss the impacts of doing business with both China and Russia and how the west is looking at years of infrastructure development to reach demand. 

Paul Harris also welcomes in Equinox Partners in our second segment where they discuss the fund's move to bring Directors of publicly trades juniors closer to shareholder alignment. 

We'd like to thank our sponsors:

Integra Resources is advancing the past-producing DeLamar Project in southwestern Idaho. The Company has continued to demonstrate resource growth and conversion through greenfield and brownfield exploration. Integra Resources trades on the TSX-V under ITR and the NYSE American under ITRG.

Western Copper and Gold is focused on developing the world-class Casino project in Canada's Yukon Territory. The Casino project consists of an impressive 11 billion pounds of copper and 21 million ounces of gold in an overall resource. Western Copper and Gold trades on the TSX and the NYSE American with WRN. Be sure to follow the company via their website, www.westerncopperandgold.com.

ASCU is an early-stage copper developer and explorer of the Cactus Mine and its satellite project, Parks/Salyer, both situated on a 4km mine trend on private land in Arizona’s porphyry copper district. Opportunity for significant growth and scale exist along the trend, while future capex requirements outlined in the Cactus PEA benefit from significant onsite and nearby access to infrastructure. The Company is led by an executive management team and Board which have a long-standing track record of successful project delivery in North America. For more information, please visit www.arizonasonoran.com.