Grizzle Commodity 1x1 - Outlook 2026: The Playbook for the Supercycle
Mon Dec 22 2025
Welcome to Commodity 1x1, a one-of-a-kind event in the resource sector. We are bringing you unfiltered, real-time access to the sharpest minds in the market.
Each year, we gather top-tier portfolio managers, elite market strategists, and the executive management teams behind the companies defining the future of resources.
We don't just scratch the surface; we dive deep into the specific assets driving the current supercycle.
Join the conversation as we dissect the most critical commodities of this cycle:
Precious Metals: Gold & Silver
Critical Minerals: Copper, Uranium, & Lithium
Energy: Natural Gas & Oil
AGENDA:
0:00 Intro
1:20 Warren Pies, 3Fourteen Research (NASDAQ:RAA | NASDAQ:FCTE)
23:31 Steve Cope, Silver Viper Minerals - Silver (TSXV:VIPR)
44:31 Terry Lynch, Power Metallic - Copper, PGEs & Polymetallics (TSXV:PNPN)
1:04:54 Leigh Goehring, Goehring & Rozencwajg Associates
1:43:12 Corey Dias, Anfield Energy - Uranium (NASDAQ:AEC | TSXV:AEC)
2:05:36 Marc Bishop Lafleche, Ecora Resources - Critical Minerals (TSX:ECOR | LSE:ECOR)
2:24:35 Heather Exner-Pirot, Macdonald Laurier Institute - Canadian Resources
2:40:52 James Seyffart, Bloomberg - Bitcoin, ETFs
3:04:26 Rob Weir, Lithium Royalty Corp - Lithium (TSX:LIRC)
3:22:00 Luke Alexander, Newcore Gold - Gold (TSXV:NCAU)
3:36:05 Ian Harris, Copper Giant - Copper (TSXV:CGNT)
3:54:06 Outro
LEAD PARTNERS:
3Fourteen Research: https://www.3fourteenresearch.com/
Goehring & Rozencwajg Associates: https://www.gorozen.com/Silver Viper (TSXV:VIPR): https://silverviperminerals.com/
Ecora Resources (TSX:ECOR): https://www.ecora-resources.com/
Anfield Energy (NASDAQ:AEC | TSXV:AEC): https://anfieldenergy.com/
Power Metallic (TSXV:PNPN): https://www.powermetallic.com/
CORPORATES:
Lithium Royalty Corp (TSX:LIRC) https://lithiumroyaltycorp.com/home/default.aspx
Newcore Gold (TSXV:NCAU) https://newcoregold.com/
Copper Giant (TSXV:CGNT) https://coppergiant.co/
More
Welcome to Commodity 1x1, a one-of-a-kind event in the resource sector. We are bringing you unfiltered, real-time access to the sharpest minds in the market. Each year, we gather top-tier portfolio managers, elite market strategists, and the executive management teams behind the companies defining the future of resources. We don't just scratch the surface; we dive deep into the specific assets driving the current supercycle. Join the conversation as we dissect the most critical commodities of this cycle: Precious Metals: Gold & Silver Critical Minerals: Copper, Uranium, & Lithium Energy: Natural Gas & Oil AGENDA: 0:00 Intro 1:20 Warren Pies, 3Fourteen Research (NASDAQ:RAA | NASDAQ:FCTE) 23:31 Steve Cope, Silver Viper Minerals - Silver (TSXV:VIPR) 44:31 Terry Lynch, Power Metallic - Copper, PGEs & Polymetallics (TSXV:PNPN) 1:04:54 Leigh Goehring, Goehring & Rozencwajg Associates 1:43:12 Corey Dias, Anfield Energy - Uranium (NASDAQ:AEC | TSXV:AEC) 2:05:36 Marc Bishop Lafleche, Ecora Resources - Critical Minerals (TSX:ECOR | LSE:ECOR) 2:24:35 Heather Exner-Pirot, Macdonald Laurier Institute - Canadian Resources 2:40:52 James Seyffart, Bloomberg - Bitcoin, ETFs 3:04:26 Rob Weir, Lithium Royalty Corp - Lithium (TSX:LIRC) 3:22:00 Luke Alexander, Newcore Gold - Gold (TSXV:NCAU) 3:36:05 Ian Harris, Copper Giant - Copper (TSXV:CGNT) 3:54:06 Outro LEAD PARTNERS: 3Fourteen Research: https://www.3fourteenresearch.com/ Goehring & Rozencwajg Associates: https://www.gorozen.com/Silver Viper (TSXV:VIPR): https://silverviperminerals.com/ Ecora Resources (TSX:ECOR): https://www.ecora-resources.com/ Anfield Energy (NASDAQ:AEC | TSXV:AEC): https://anfieldenergy.com/ Power Metallic (TSXV:PNPN): https://www.powermetallic.com/ CORPORATES: Lithium Royalty Corp (TSX:LIRC) https://lithiumroyaltycorp.com/home/default.aspx Newcore Gold (TSXV:NCAU) https://newcoregold.com/ Copper Giant (TSXV:CGNT) https://coppergiant.co/