On Air
Video and podcast from across the mining and energy industry — conversations, insights, and voices worth your time.
5 Canadian Energy Junior Stocks Poised to Explode in 2026
An energy-focused analyst walks through five Canadian junior oil and gas names on his 2026 watchlist, using institutional-style tools to review balance sheets, free cash flow profiles, and drilling in...
What Could Break Mining Stocks in 2026?
A resource-sector commentator outlines the main downside risks for mining equities in 2026: funding squeezes, permitting delays, geopolitical shocks, and parabolic retail flows into juniors. The video is framed as a risk checklist for investors following gold, copper, and battery metals names.
AI, Data Centers, and the New Nuclear Supercycle
Expanded discussion from Moomoo’s market wrap on how hyperscalers like Microsoft, Meta, Google and Amazon are signing long‑term power contracts and what that implies for nuclear, uranium miners, and utilities over the next decade.
Huge Surge in Uranium Stocks as AI Energy Needs Escalate
Moomoo Australia & New Zealand discusses the uranium sector’s breakout as AI data‑center power demand collides with supply shortages. Walks through sector performance, the macro thesis for nuclear, and a watchlist of uranium‑exposed equities for 2026.
Uranium Explorers: From Geophysics to First Drill Holes in 2026
Recording from January 27, 2026 that maps the uranium exploration pipeline from target generation to drill testing. Highlights how higher prices are unlocking capital for more aggressive programs and what to watch for in early results.
Uranium Exploration Enters New Era With Systematic Drilling
Jan. 27, 2026 uranium exploration update highlighting the most active drilling season in years. Features management from a uranium explorer walking through systematic drilling plans, target generation, and how higher prices change capital allocation and timelines.
Madsen: The New High-Grade Canadian Gold Mine
West Red Lake Gold showcases the Madsen Mine, which reached commercial production on January 1, 2026. CEO Shane Williams describes it as a conveyor belt of value operating 24/7. Covers the two-year re-engineering effort, the milling process, and what's next for this high-grade Ontario gold operation.
AME BC's Todd Stone on Mining Policy, Roundup Conference
Todd Stone, President and CEO of the Association for Mineral Exploration, explains why access to land remains the top priority for exploration companies and outlines how the mining industry, along with provincial and federal governments, is working to advance resource development in Canada.
Rob West's Top Energy Themes for 2026
Rob West joins Peter and Jackie on the ARC Energy Ideas podcast to walk through his Top Ten Themes for Energy in 2026. A wide-ranging discussion on where Canadian energy markets are headed, including oil and gas fundamentals, clean technology developments, and the geopolitical forces shaping the investment landscape.
Oil/Gas in 2026 — Where I'm Investing, Plus Prices, Supply, Demand
Eric Nuttall of Ninepoint Partners lays out his 2026 outlook for oil and natural gas, arguing gas is a nearer-term story while oil tightens into the back half of the year. He walks through U.S. and Canadian LNG ramp‑up adding roughly 4 Bcf/d of demand, M&A trends, and why he remains bullish on Canadian energy equities.
Canada’s Critical Minerals and Battery Supply Chain in 2026
Segment within the Canada’s Mega Projects video that focuses on battery manufacturing and critical minerals demand. Explains how new manufacturing facilities will pull on Canadian mining, processing, logistics, and engineering, and why the projects matter for EV and grid‑scale storage supply chains.
Canada’s Mega Projects Completing in 2026 Making America Jealous
Long‑form overview of eight major Canadian mega‑projects scheduled to complete in 2026, including the Gordie Howe International Bridge, Site C hydro, and major transit expansions like the Eglinton Crosstown. Explores how these projects reshape trade, logistics, and the long‑term energy and industrial footprint.
Energy Markets at an Inflection Point: Oil Supply Tightens
Key takeaways from meetings with Canadian oil and natural gas producers following the Peters & Co. Conference. Covers limited incremental Canadian pipeline egress, the natural gas selloff creating opportunity near $3.15, and the LNG demand surge with US demand expected to grow ~3 BCF/day in 2026.