Episode notes
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…
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Dig Deep
Rob Tyson · Business · English
In this podcast, we discuss, educate and talk about industry news and hot topics, company reviews and live interviews with mining professionals and leading figures in the mining industry. Introducing your host Rob Tyson, Founder and Director of Mining International, a leading recruitment and headhun
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E667 · 12 Oct 2026 · 43 minNew
From Mine to Magnet: Energy Fuels’ Strategy to Build a Western Critical Mineral Supply Chain
In this episode we chat to Ross Bhappu, CEO of Energy Fuels, a company working to establish an integrated rare earth supply chain at a time when securing critical minerals and reducing Western dependence on China have become major industry priorities. Ross brings a unique perspective, having spent nearly 25 years investing in mining companies before transitioning into operational leadership. We discuss Energy Fuels' mine-to-magnet strategy, its recent acquisitions, the capital required to deliver its ambitions, and the role of government support in developing a competitive Western rare earth…
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E666 · 8 Oct 2026 · 19 min
Fueling the Nuclear Renaissance: Rebuilding Domestic Supply with Eagle Nuclear Energy
In this episode we chat to Mark Mukhija, CEO of Eagle Nuclear Energy, a company focused on uranium development and advanced nuclear technology. We discuss Eagle’s Aurora Uranium Project, its scale and pathway towards a pre-feasibility study, as well as the challenges of rebuilding a domestic U.S. uranium supply chain. Mark also shares his perspective on SMRs, the potential impact of AI on nuclear development, and what the uranium and nuclear industries could look like over the next decade. KEY TAKEAWAYS The United States faces an extreme domestic supply deficit, consuming roughly 50 million…
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E664 · 1 Oct 2026 · 34 min
Why Mineralogy and Heavy Rare Earths Define the Western Supply Chain
In this episode we chat to Don Swartz, CEO and President of Rare Earths Americas, a company advancing a portfolio of rare earth projects across Brazil and the United States. We discuss the recent discoveries and heavy rare earth potential at Homer-A, the scale and development plans for Alpha in Brazil, and the emerging Foothills Rare Earths District in Georgia. Don also gives us his perspective on why mineralogy matters more than headline grade, the challenges of building a Western rare earth supply chain, and why critical minerals represent a decades-long industrial challenge that the West…
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E663 · 28 Sep 2026 · 34 min
Cornish Lithium, Dual Extraction, and the Race for Domestic Critical Minerals
In this episode we speak to Jamie Airnes, CEO of Cornish Lithium, a pioneering mineral extraction company focused on extracting lithium from hard rock and geothermal waters in Cornwall, in the UK. The company that is celebrating its tenth anniversary this year and they appeared within the first few episode of starting this podcast in 2018 when the business was still very much an exploration story. So 10 years on, it’s developing two different routes to extracting lithium from Cornwall, from hard rock and geothermal waters, as it looks to establish a domestic source of this increasingly…
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E662 · 21 Sep 2026 · 33 min
Navigating Public Markets & Critical Minerals with Nick Davis
In this episode, we chat to Nick Davis from Haynes Boone, a leading adviser to AIM-listed mining and natural resources companies. We discuss what mining companies need to get right when accessing the public markets, how geopolitics and critical minerals are changing the investment landscape, and why AIM continues to play an important role in funding growth-stage mining companies. Nick also shares lessons the mining sector can learn from other industries and what management teams should be focusing on to attract capital and create long-term value. KEY TAKEAWAYS AIM Market Regulatory Shift:…
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E661 · 17 Sep 2026 · 29 min
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In this episode we speak to Colin Padget, President and CEO of Founders Metals, a gold exploration company advancing the Antino Gold Project in Suriname. Colin is a geologist with a strong business background and has helped lead the team through an impressive period of exploration success at Antino, with 11 discoveries identified across the property to date. We discuss the story behind Antino, its wider district-scale potential, the growing relationship with Gold Fields, Colin’s transition into the CEO role, and why Suriname and the wider Guiana Shield could represent one of the more…
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E660 · 14 Sep 2026 · 25 min
The Autonomous Pit: Uniting Practical Autonomy and AI in Modern Mining
In this episode we chat to Johann Dias, CEO of URSA Mining to discuss how autonomy and artificial intelligence are changing the mining industry. We explore where the technology is delivering real value versus the hype, what mining companies need to consider before adopting autonomous systems, and how executives can manage the risks involved. We also look at the impact on people and skills, whether technology can help mining attract the next generation of talent, and ultimately, what the mine of the future could look like ten years from now KEY TAKEAWAYS Autonomy delivers the greatest value…
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