Commodity Supercycle 2.0: AI Infrastructure, Critical Minerals, and the Nevada Opportunity

Podcast: Dig Deep · Rob Tyson

Opublikowano: 2026-10-05

In this episode we speak to Simon Catt, Director at Arlington Group and Founder of Catt Call as we take a closer look at some of the investment themes currently shaping the mining sector. We discuss the growing importance of US government funding for critical minerals, including the Springer Tungsten project in Nevada, and whether US-based projects now deserve a valuation premium. We also turn to Nevada’s gold and silver sector, looking at companies including Hycroft, Mackay and StrikePoint, before moving on to tin, Metals X and why this often-overlooked commodity could become increasingly im...