‘Don’t conflate the energy transition with electric vehicles – the future is more bullish than we realise’.
Rick Rule jumps back on the mic for part two, where he covers
the fastest growing use for silver, vanadium’s role in the energy transition and why fossils fuels aren’t done yet.






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– Silver versus coal – what’s the most hated commodity

– Coal produces raking in the profits but narrative drives investors away

– Understanding the silver fundamentals

– Vanadium’s place in the energy transition

– The electrification of everything has decades to run

Alligator Energy: The uranium resurgence

Macro analysis and mining insights for resource speculators. Join analyst Shae Russell and a range of mining experts each week as she covers what rocks are making news, which company has sunk some rigs into the ground and the commodities moving markets.