Natural Resource Stocks (host Steve Yang) · a company-interview channel: management of uranium, rare-earth, energy and mining names walk through their assets, strategy and catalysts — a show-source (the "pundit" is the interviewed management team, named per row) — running synthesis of the interviews, with per-item breakdowns and a stock index.
Management's own case (Curtis Moore, 2026-JUL-27): largest US uranium producer (~1 Mlb 2025 → ~2 Mlb 2026) using the licence moat of the only conventional US uranium mill to become a mine-to-magnet rare-earth company — Pinyon Plain at $20-23/lb but depleted ~2030, $60-80/lb elsewhere, and the thesis riding on heavy Tb/Dy oxide plus two unclosed acquisitions.
ASX-listed owner of the South Korean rare-earth metallization & alloying plant being sold to Energy Fuels (close ~end-Aug 2026) — one of only two such facilities outside Chinese control; referenced as the seller of a genuine supply-chain bottleneck, no stance taken.
Current monazite feedstock supplier to Energy Fuels via off-take from its Florida and Georgia titanium mines — "not a lot, but it's gotten us off the ground," which is why the Donald FID is the stated catalyst. Referenced, no stance.
ASX-listed heavy-mineral-sand producer cited in the same peer set — titanium and zircon mining whose monazite tailings are the contested rare-earth feedstock China bought up for two decades. Referenced only, no stance.
Named alongside Tronox and Iluka as a heavy-mineral-sand producer whose titanium/zircon operations throw off monazite; a potential US-facing feedstock supplier in Energy Fuels' original plan. Passing reference, no view.
Heavy-mineral-sand / titanium producer named as a source of the monazite byproduct Energy Fuels wants; historically that material flowed to China as titanium-mining waste. Context for the feedstock chain, not a rated view.
Private German rare-earth magnet maker — one of only four outside China (the other three Japanese and captive) — with a $600M operating plant in South Carolina; the pending Energy Fuels acquisition (close expected early 2027) that carries the whole mine-to-magnet claim.
In one line: A management-interview channel, not a pundit — Steve Yang puts uranium, rare-earth and mining executives in front of a microphone and lets them describe their own assets, costs and timelines. The stances recorded here are therefore the company's case for itself; the archive's value is the operating detail and the falsifiable milestones management commits to on tape, read against the promotional framing they arrive in.
Every "View" on this hub is attributed, not endorsed. The guest is named per row and per page (Curtis Moore of Energy Fuels, and so on). A Positive here means management is positive on its own company — it is a record of what was claimed, by whom, and when, not a recommendation. Where the host discloses a position in the guest's stock, the per-video page says so.
The channel's beat is the hard-asset supply chain — US uranium, rare earths and critical minerals, heavy mineral sands, and the processing and manufacturing steps between a mine and a finished component. That focus is why it surfaces names and assets (mills, licences, metallization plants, magnet factories) that generalist interviews never reach.
What to mine from these interviews: the numbers a promoter has to say out loud. Cost per pound, mine life, replacement cost, permitting years, facility counts, deal-closing dates, conversion prices. Those are checkable later; the vision statements are not.
The tell is the volunteered weakness. The most reliable sentences in an IR interview are the concessions — a flagship mine depleting on a date, a cost curve "like everybody else," a share count the executive cannot recall. Each dated page's actionable insights sibling distils the method for extracting them.
Track claims to their milestones. Each interview leaves a short list of dated, physical events (an FID, an acquisition close, first production of a specific oxide). Re-reading an old page against what actually happened is the point of keeping the archive — and the fastest way to calibrate how much weight a given management team's guidance deserves.
Interviews
One dated page per interview — each has its stock table, talking points, and the saved transcript. Newest first.