This week on the Cygnet Capital Podcast, we examine the growing importance of supply security, strategic minerals and capital allocation as governments and markets respond to an increasingly fragmented global economy.

Episode 19 explores the recent sell-off in gold and silver, the implications of US Treasury refinancing requirements, rare earth supply chain localisation and the emerging divide between AI-driven productivity gains and resource-driven scarcity. We also discuss why critical minerals are increasingly being viewed as strategic assets supported by government policy, funding and industrial priorities.

The episode also includes a review of Talius Group (ASX: TAL), examining its transition toward a healthcare technology platform focused on aged care digitisation, recurring revenue growth and AI-enabled care management.

We also highlight recent drilling and exploration results from White Cliff Minerals (ASX: WCN), Kalamazoo Resources (ASX: KZR) and LinQ Minerals (ASX: LNQ), alongside updates across the Watch List and portfolio positions.

Recorded: 23 June 2026

Commodity Weekly Update

AI versus scarcity, gold and silver, rare earths, Treasury markets, strategic minerals and supply chain localisation.

Company Review

Talius Group (ASX: TAL)

Big Hits

White Cliff Minerals (ASX: WCN)

Kalamazoo Resources (ASX: KZR)

LinQ Minerals (ASX: LNQ)

Watch List Update

Bioxyne (ASX: BXN)

Island Pharmaceuticals (ASX: ILA)

Ioneer Ltd (ASX: INR)

Ballymore Resources (ASX: BMR)

Terra Metals (ASX: TM1)

Barton Gold (ASX: BGD)

Carnaby Resources (ASX: CNB)

Broken Hill Mines (ASX: BHM)

Savannah Goldfields (ASX: SVG)

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Cygnet Capital Pty Ltd is an Authorised Representative of Cygnet Securities Australia Pty Ltd AFSL 241095.

The information discussed in this podcast is general in nature and does not constitute financial advice.

Investors should conduct their own research and seek professional advice before making any investment decisions.

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