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Morning Briefing: The Oil Crisis Escalat...

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Yesterday
Rory Johnston is Acutely Alarmed: Why Oil's 20% Supply Loss is a Function of Time that No One Can Fix
Rory Johnston, host of ClearComm's Oil Ground Up podcast, joins the show to analyze the "broken and volatile" state of global oil markets following the catastrophic disruption of traffic through the Strait of Hormuz. Johnston details how the acute loss of 20% of global oil supply ... Show More
23m 46s
Mar 6
Elemental Royalty's Digital Alchemy During a Landmark 2026
Fred Bell, COO of Elemental Royalty, joins the program to provide a corporate update following a landmark period that included a NASDAQ listing and the expansion of the company's credit facility to $200 million,. The conversation highlights significant operational milestones, suc ... Show More
23m 42s
Mar 5
PDAC 2026: Tocvan Advances Toward Cash Flow in Mexico
At PDAC 2026, Ian Wagner speaks with Chris Gordon of Tocvan Ventures about the company’s transition from explorer to developer at its Gran Pilar project in Sonora, Mexico. They discuss 20,000 meters of drilling, a fully permitted pilot mine targeting first gold production, and up ... Show More
16m 49s
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