The Market Mindset – Unveiling Asymmetric Investment Opportunities

🎙️ New to streaming or looking to level up? Check out StreamYard and get $10 discount! 😍 https://streamyard.com/pal/d/5419891517816832

In this episode of The Market Mindset, Andrew O'Donnell covers the latest developments across the mining and exploration world. From fresh updates in the field to shifting investor sentiment, we’ll look at what’s happening right now in the sector—and what it might mean going forward.
Whether it’s early-stage exploration, corporate activity, or broader market moves, we break it down with perspective and clarity.

CHECK OUT OUR SUBSTACK: https://substack.com/@themarketmindset
WEBSITE: https://themarketmindset.ca/

💡 Quick, sharp insights into what’s driving the conversation in mining today.

#MiningNews #ExplorationUpdate #JuniorMining #MarketMindset #AndrewODonnell #ResourceSector #TodayTake #InvestorUpdate #NaturalResources #MiningIndustry #TSX #TSXV #Commodities #EnergyTransition #MiningStocks



🎙️ New to streaming or looking to level up? Check out StreamYard and get $10 discount! 😍 https://streamyard.com/pal/d/5419891517816832

In this episode of The Market Mindset, Andrew O’Donnell tackles the swirling rumors claiming Stellantis is headed for bankruptcy. Here's the real rundown:

• 🔍 Supplier vs. Parent: Marelli, a parts supplier to Stellantis, filed for Chapter 11—but Stellantis itself has no bankruptcy filing, and its U.S. dealerships and operations remain unaffected (the-sun.com).

• 💰 Strong Liquidity: As of end‑2024, Stellantis held a solid €49.5 billion in available liquidity and remains well-funded heading into 2025 (stellantis.com).

• 📉 Tough, Not Terminal: Yes, Stellantis reported a 70% drop in net profit and a €6 billion cash burn in 2024—but the company expects a rebound in 2025 with improved profitability (automotivedive.com).

• 🧭 Leadership Reset: A new CEO, Antonio Filosa, has just taken the helm in June 2025, with strategic plans to stabilize operations, rebuild trust, and navigate shifting markets (ft.com).

• 🚗 Multi‑Energy Transition: Stellantis continues ramping up EVs, hybrids, and multi‑energy platforms, while strategically managing inventories and supply-chain pressures (stellantis.com).

✔️ Bottom line: Stellantis is not bankrupt, but rather weathering a challenging transition—cutting inventory, reshaping leadership, and investing in electrification. Their significant cash reserves, strategic pivots, and executive shake-up indicate a focused turnaround, not collapse.

#Stellantis #BankruptcyRumor #AutoIndustry #EVTransition #AndrewODonnell #MarketMindset #Marelli #AutoNews #CorporateLiquidity #ProfitDrop #EVMakers #AntonioFilosa #LeadershipChange #InventoryCuts #AutomotiveTrends



🎙️ New to streaming or looking to level up? Check out StreamYard and get $10 discount! 😍 https://streamyard.com/pal/d/5419891517816832

This week, Calgary plays host to one of the largest and most influential gatherings in the energy world — The Global Energy Show. This isn't just a trade event; it's a front-row seat to the geopolitical chess game of our times. With over 30,000 attendees and leaders from over 100 countries, this show brings together oil majors, cleantech pioneers, and critical minerals advocates under one roof.

CHECK OUT OUR SUBSTACK: https://substack.com/@themarketmindset
WEBSITE: https://themarketmindset.ca/

So what’s the big story?

The energy transition is no longer a theoretical debate. From massive investments in CCUS (carbon capture, utilization and storage) to breakthrough announcements in hydrogen and small modular reactors, the Global Energy Show reveals a clear tug-of-war between traditional energy dominance and the race toward a net-zero economy.

We'll dig into:

Why Canada’s oil sands and Alberta's natural gas are still drawing global interest

The role critical minerals and battery metals are playing in the new energy mix

What major deals and policy shifts are being quietly shaped behind the scenes

Is this event a launchpad for the next wave of innovation, or a desperate grasp to maintain fossil fuel relevance?

Let’s unpack the signals from Calgary — and what they mean for investors, miners, energy producers, and anyone with a stake in the global energy race.

#GlobalEnergyShow #EnergyTransition #OilAndGas #HydrogenEconomy #CarbonCapture #CriticalMinerals #BatteryMetals #EnergySecurity #MiningNews #CleanEnergy #NetZero2050 #CanadaEnergy #GreenTech #FossilFuels #GlobalEnergyPolitics



🎙️ New to streaming or looking to level up? Check out StreamYard and get $10 discount! 😍 https://streamyard.com/pal/d/5419891517816832

Join Andrew O'Donnell of The Market Mindset as he sits down with Dr. Paul Johnston, Chief Geologist of Kobrea Exploration, to uncover one of the most exciting copper exploration stories in the world. While much of the focus has been on Chile and Peru, Kobrea is blazing a trail in Mendoza Province, Argentina, an area historically closed off to mining but now rapidly opening up thanks to major policy shifts.

CHECK OUT OUR SUBSTACK: https://substack.com/@themarketmindset
WEBSITE: https://themarketmindset.ca/
https://firstphosphate.com/

KOBREA
https://www.kobreaexploration.com/

Dr. Johnston—a porphyry specialist with decades of South American field experience—shares insights into their flagship El Perdido project, what makes it geologically significant, and why this 730 km² land package could hold a major copper discovery. From hydrothermal breccias to satellite imaging and aggressive fieldwork, this episode dives deep into the science and strategy behind Kobrea’s promising potential.

Whether you're interested in copper’s role in the energy transition, untapped exploration frontiers, or what it really takes to find the next big porphyry system, this interview delivers real boots-on-the-ground knowledge from a top geologist.

📈 Subscribe and stay tuned for upcoming news from Kobrea as the data rolls in!

#KobreaExploration #PaulJohnston #AndrewODonnell #TheMarketMindset #CopperExploration #ArgentinaMining #MendozaProvince #PorphyryDiscovery #EnergyTransition #CriticalMinerals #MiningInvestment #Geology #JuniorMiners #CopperDemand #NaturalResources

Gold and silver are back in the spotlight.

With macro uncertainty rising — from sticky inflation to growing geopolitical risk — investors are once again flocking to hard assets. Gold has been testing all-time highs, and silver, often called “gold’s high-volatility cousin,” has quietly outperformed in recent weeks.

On this episode of Today’s Take, Andrew O’Donnell breaks down:

📈 Why gold is being rediscovered by institutions as a hedge and reserve asset

🪙 The surge in retail demand for silver and its growing role in green energy applications

🏦 Central bank buying: which countries are hoarding gold, and why

💥 The potential for a short squeeze in silver if physical demand keeps rising

🔎 A look at gold and silver stocks — producers, developers, and royalty plays that could benefit most

Are gold and silver finally set for their next leg up? Is this 2011 all over again… or something bigger?

Tune in as Andrew decodes the precious metals momentum and what it means for investors looking to protect and grow their wealth in 2025.

#gold #silver #preciousmetals #inflationhedge #centralbanks #goldprice #silverstacker #commodities #miningstocks #energytransition #goldbullion #silverbullion #geopolitics #macroeconomics #investing #trading #marketupdate #economicoutlook #safehaven #andrewoodonnell

🎙️ New to streaming or looking to level up? Check out StreamYard and get $10 discount! 😍 https://streamyard.com/pal/d/5419891517816832

In this episode of Today’s Take, Andrew O'Donnell delves into Glencore's recent strategic realignment, which has seen the transfer of nearly $22 billion in foreign assets into its Australian subsidiary, Glencore Investment Pty Ltd. This significant move doubles the subsidiary's assets to $42 billion and consolidates coal mines in Canada, South Africa, and Colombia, a major copper project in Argentina, and South African manganese, chrome, and vanadium operations under one umbrella.

Key Points:

• $22B Asset Transfer:
Glencore shifted nearly $22B in global assets to its Australian subsidiary, doubling its total to $42B.

• Streamlined Structure:
Assets include coal operations (Canada, Colombia, South Africa), copper (Argentina), and critical minerals (manganese, vanadium, chrome).

• Merger Positioning:
Centralizing assets in Australia positions Glencore for a potential mega-merger — likely with Rio Tinto — after prior merger attempts failed in 2014.

• Asian Market Proximity:
Moving assets closer to Asian buyers boosts valuation and strategic appeal.

• Coal Still Core:
Despite global ESG pressure, Glencore isn’t divesting coal — it’s consolidating it under the Australian entity.

• Critical Minerals Push:
New 3-year cobalt supply deal with Cobalt Blue supports Australia’s first cobalt refinery; cobalt sourced from the DRC.

• Big Picture:
Glencore is reshaping for growth and consolidation, placing Australia at the center of its global mining strategy.

#TodaysTake #Glencore #RioTinto #MiningMerger #CriticalMinerals #CoalIndustry #CobaltSupply #AustraliaMining #AndrewODonnell #MiningNews


🎙️ New to streaming or looking to level up? Check out StreamYard and get $10 discount! 😍 https://streamyard.com/pal/d/5419891517816832

On this episode of Today’s Take, Andrew O’Donnell explores the seismic shift unfolding in America’s energy strategy as uranium mining surges back to center stage. The Trump administration has officially approved Anfield Energy's Velvet-Wood uranium and vanadium project in Utah after a remarkably swift 14-day environmental review — the first approval under new emergency fast-track procedures.

CHECK OUT OUR SUBSTACK: https://substack.com/@themarketmindset
WEBSITE: https://themarketmindset.ca/

This marks a historic departure from the years-long permitting norm, signaling a bold pivot toward mineral independence and nuclear power resurgence. With President Trump declaring a national energy emergency, the U.S. Interior Department now has the green light to expedite energy and mining projects across federal lands.

We also break down the broader nuclear narrative:
• U.S. nuclear energy stocks surged this week following Trump’s executive orders slashing red tape and accelerating new reactor licenses.
• Major players like Cameco Corp and Centrus Energy saw immediate gains.
• With AI data centers and crypto mining expected to push U.S. power demand to record highs in 2025–26, uranium's role in clean, base-load energy has never been more relevant.
Is this a long-overdue comeback for nuclear? Or a high-stakes gamble on energy nationalism?

#TodaysTake #Uranium #NuclearEnergy #Trump2025 #CriticalMinerals #VelvetWoodMine #AnfieldEnergy #EnergySecurity #NuclearRevival #Vanadium #AIInfrastructure #DataCenters #Cameco #EnergyTransition #MiningNews



🎙️ New to streaming or looking to level up? Check out StreamYard and get $10 discount! 😍 https://streamyard.com/pal/d/5419891517816832

In this episode of Today’s Take, Andrew O’Donnell unpacks a major development in global infrastructure and energy investment: Brookfield Asset Management is targeting a $100 billion portfolio in India, with a growing focus on nuclear power.

CHECK OUT OUR SUBSTACK: https://substack.com/@themarketmindset
WEBSITE: https://themarketmindset.ca/

This move marks a significant shift not only for India’s energy future but for how institutional capital is beginning to approach clean baseload energy in emerging markets. With solar and wind scaling quickly but intermittently, nuclear is being reconsidered — especially by long-horizon, infrastructure-focused investors like Brookfield.

Topics Covered:
• Why Brookfield is betting big on India’s infrastructure and energy sectors
• The implications of global capital flows into nuclear amid rising energy demand
• India’s growing strategic role in the global energy transition
• How Brookfield’s move could reshape investor appetite for nuclear globally
• The link between stable power, industrial growth, and data infrastructure

#TodaysTake #Brookfield #NuclearEnergy #IndiaEnergy #CleanPower #EnergyTransition #InfrastructureInvestment #GlobalCapital #EmergingMarkets #BaseloadEnergy #PrivateEquity #GreenGrowth #SustainableInvesting #DataInfrastructure #AndrewODonnell



🎙️ New to streaming or looking to level up? Check out StreamYard and get $10 discount! 😍 https://streamyard.com/pal/d/5419891517816832