{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Company Interviews","title":"US Resource Equities Poised to Rally on Permitting Changes and Project Pipelines","html":"","width":"100%","height":180,"duration":2388,"description":"Previous episode: https://www.cruxinvestor.com/posts/mining-sector-ma-activities-production-centers-evolves-opportunities-6039Recording date: 18th November 2024The 2024 U.S. election results are poised to have a significant impact on the mining sector, as a Republican sweep led by the re-election of Donald Trump ushers in a period of potentially pro-growth, pro-development policies. In this edition of The Compass podcast, Olive Resource Capital's Executive Chairman Derek McPherson and President and CEO Samuel Pelaez share their insights on the implications for investors in resource equities.While overall market sentiment has deteriorated in recent weeks, gold, silver and copper prices have remained remarkably resilient, even in the face of a surging U.S. dollar. This suggests the underlying fundamentals for these commodities remain constructive, despite the challenging economic backdrop.Under a second Trump administration, McPherson and Pelaez anticipate a continuation of the tax cuts, deregulation and deficit spending that characterized the president's first term in office. While they caution that the ultimate economic impacts remain uncertain, particularly around the inflationary effects of potential tariffs and a wider deficit, the mining industry could be a clear beneficiary.In particular, the hosts expect the permitting process for U.S. mining projects to be streamlined, either through executive orders or by ceding more authority to state and local governments. This could be a game-changer for projects located in traditional mining jurisdictions like Arizona, Alaska and Nevada, where complex and lengthy permitting requirements have been a key obstacle to development.For investors, the current tax loss selling season may offer attractive entry points to gain exposure to these themes. As investors sell underperforming positions to offset gains elsewhere in their portfolios, junior mining stocks often experience sharp, indiscriminate declines in November and...","thumbnail_url":"https://img.transistorcdn.com/1wv-MFlQAgnm-ca64e5kK4984dZB0os8-HJdRVsI74M/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9zaG93/LzEzNTcyLzE2MjM5/NTQyMDctYXJ0d29y/ay5qcGc.webp","thumbnail_width":300,"thumbnail_height":300}