Premium Only Content

John Lee: World Demographics Will Derail the Commodities Supercycle
Tom welcomes back, John Lee, President and CEO of Silver Elephant Mining.
Palisade is also on Odysee https://odysee.com/@PalisadesGoldRadio:c and Rumble https://rumble.com/c/c-1586024
To subscribe to our newsletter and be notified of new shows, please visit http://palisadesradio.ca
John discusses how coal has been a number one commodity worldwide recently. While many want to get away from coal, it continues to persist. Many less developed countries simply don't have any other alternatives. He is also cautious on uranium because as the number of operating nuclear reactors continues to decline. It takes many years to build a new nuclear plant, while a coal plant can be online in just a couple of years for a reasonable price.
The resource business is rapidly changing and ESG is becoming a big factor in the industry. ESG programs bring many government incentives, but also considerable strings. The playing field for these policies need to be fair and level.
The sanction policies against Russia are only creating wealth for middlemen who can maneuver around these edicts.
John discusses how difficult the silver market is to assess and forecast. Often it doesn't trade on fundamentals, and investment demand is mostly a retail market. Also, there is a lot of substitution of the metal with cheaper alternatives. It's probably best to look at how gold is performing to see where silver will head. The silver market could remain irrational for some time.
He believes the dollar may continue to have strength as most other currencies will fare poorly. He is not a dollar bear at this time.
John notes the tightness in the nickel market and why that is likely to persist. Companies like Tesla need huge amounts of nickel. Elon was the first to secure supply direct from producers a couple of years ago. Now, other companies are following suit. There is a lot of speculation in the sector, and we witnessed what can happen during a major short squeeze. Newer battery technology could offset some of the nickel demand, but that will take time. Governments aren't likely to interfere in the nickel markets because they need this to meet their green energy goals. Nickel has very interesting dynamics, and John remains very bullish on this metal.
Lastly, he discusses his thoughts on the bond markets, debt and interest rates. Problems are going to manifest as the ten-year yield has broken out of it's forty year trend.
Time Stamp References:
0:00 - Introduction
0:37 - Coal and Uranium
4:48 - Green Energy
8:15 - E.S.G. Trends
15:19 - Russian Sanctions
19:34 - Silver Markets
25:09 - Gold, Silver Ratio
27:37 - Euro, Yen, & Dollar
31:29 - Commodity Supercycle
37:36 - The Nickel Squeeze
48:34 - Nickel Demand
54:27 - Rates & Inflation
1:01:06 - Wrap Up
Twitter: https://twitter.com/johnlee25893955
Website: https://www.silverelef.com/
LinkedIn: https://www.linkedin.com/in/john-lee-baa93422/
John Lee, CFA, is CEO and President of Silver Elephant Mining. He is an accredited investor with over twenty years of experience in mining. Mr. Lee specializes in M&A, and he has negotiated and financed Pulacayo silver acquisition (Bolivia) in 2015, Gibellini vanadium (Nevada) in 2017, Sunawayo silver (Bolivia) in 2020, and Minago nickel (Canada) in 2021. John graduated from Rice University with bachelor's degrees in Economics and Engineering.
-
57:42
Palisades Gold Radio
25 days agoDoomberg: The Second Front of WWIII
4964 -
LIVE
Man in America
8 hours agoVICTORY! DOJ Drops All Charges Against Doctor Who Defied COVID Tyranny w/ Dr. Kirk Moore
3,822 watching -
LIVE
RalliedLIVE
5 hours ago $7.52 earnedHIGH OCTANE WARZONE SOLOS ALL DAY
3,147 watching -
The Connect: With Johnny Mitchell
1 day agoHow Did This Happen? Male Escort Who Testified Against Diddy Exposes LIES About Government's Case
1.06K3 -
21:25
MYLUNCHBREAK CHANNEL PAGE
5 hours agoIran: The Target
10.7K7 -
2:41:18
Barry Cunningham
5 hours agoIT IS UPON US! PRESIDENT TRUMP IS BRINGING A FIERCE STORM TO WASHINGTON, DC!
52.8K79 -
1:25:04
RCAM
1 hour agoWorld of Warcraft: The War Within | Mount Farming w/ Friends | Gaming on Rumble | Premium Creator
1.6K -
LIVE
Midnight In The Mountains
2 hours agoMidnight In The Mountains | Episode 6 | Feat: Joker & VapinGamers | Caught On Camera!
194 watching -
12:23
Exploring With Nug
23 hours ago $4.05 earnedSUV Found In Private Pond While Searching For Missing Man!
23.1K6 -
LIVE
DoldrumDan
4 hours agoLEVEL 1 HITLESS GLADIUS NIGHTREIGN INTO ELDEN RING DLC
57 watching