24th Nov 2025: The Money of Mine (MoM) lads did a Strategic Metals episode yesterday with Jack Bedder who really seems to know what he's talking about:
Click on Jack's left ear or here to view the podcast on Youtube.
Whether you call them critical metals or strategic metals, Jack gives a good run down on the global annual use in tonnes, where supply is coming from now, supply/demand dynamics and factors to consider. When he's mentioning companies, he's mentioning the current producers, so they aren't giving stock tips in this episode; instead, they are discussing the outlook for the metals and what will likely impact that outlook from here.
Metals covered:
01:23 - Antimony
06:18 - Cobalt
12:31 - Gallium
17:49 - Germanium
20:50 - Manganese
27:09 - Niobium
31:31 - Scandium
34:46 - Tin
38:05 - Tungsten
42:11 - Vanadium
You can jump directly to the metals that interest you using those timestamp links above.
Jack's LinkedIn page: https://www.linkedin.com/in/jackbedder/?originalSubdomain=uk
Jack is Founder & Director of Project Blue - see here: https://projectblue.com/
Project Blue is a trusted UK-based research company with a global focus that produces a heap of reports on all sorts of metals including bulk metals - see here: https://projectblue.com/blue [List of available past reports]
Disclosure: I currently have direct exposure to two companies (ALK & SX2) that either produce Antimony now and/or are currently progressing a decent Australian Gold/Antimony project towards becoming a mine. I am also interested in WA1 and Niobium but don't currently have any direct or indirect exposure to WA1 or any other niobium plays. I am also interested in Tin and Manganese but I don't currently have any direct exposures to either metal.
Cobalt is not one that interests me because it is mostly produced as a byproduct of copper production and also because there is currently a significant cobalt oversupply situation that has resulted in a lot of companies storing their cobalt instead of selling it - a situation that will only change if cobalt demand seriously increases, which it might, but there's currently more headwinds than tailwinds for cobalt so better nearer-term upsides in other metals in my view. And in Jack's view also.
Very good info in this podcast and Jack clearly knows these metals well in terms of their current and likely future uses as well as the current and likely future supply/demand factors that currently impacts them and will likely impact them in the next few years. Good pace, doesn't get too bogged down in details, and they get through the list reasonably quickly I reckon.