Welcome to episode 52 of The 5-Minute Investor Podcast, where Stockhouse columnists Jonathon Brown and Trevor Abes each deliver a 2.5-minute profile on stocks related to recent news stories with investment implications. This week, we’re shedding light on mining stocks optimally positioned to benefit from the US and Israel’s ongoing war with Iran, whose top global oil reserves, now cut off from western countries, and strong-arming of the Strait of Hormuz, a key shipping route, is sending markets into a tailspin.
Here are Jon’s show notes for episode 52:
- Vanadium, war, and $200 oil: Where security‑minded investors are putting their money.
- Jon’s mining stock is VanadiumCorp Resource (TSXV:VRB), a junior vanadium‑titanium‑iron operation whose Lac Doré project near Chibougamau, Quebec, hosts a historical resource of 214.93 million tons grading 24.6 per cent magnetite and 1.3 per cent V₂O₅ in concentrate.
- At the time of writing, VanadiumCorp Resource stock (TSXV:VRB) last traded at C$0.11, remaining flat year-over-year.
Here are Trevor’s show notes:
- Iran conflict highlights play to reshape iron ore pellet supply.
- Trevor’s mining stock tied to the war in Iran is Strategic Resources (TSXV:SR), whose BlackRock project, also near Chibougamau, is the most advanced and lowest‑carbon source of new iron ore pellet capacity in North America.
- At the time of writing, Strategic Resources stock (TSXV:SR) last traded at C$0.33, giving back 34 per cent year-over-year.
Here’s the most recent trio of episodes:
- Episode 49: 2 mining stocks crucial to AI and EV’s futures.
- Episode 50: AI-powered gaming stocks.
- Episode 51: Talking mining stocks at PDAC 2026.
Thanks for listening!
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Join the discussion: Find out what investors are saying about mining stocks and the US-Israel and Iran war on the VanadiumCorp Resource Inc. and Strategic Resources Inc. Bullboards, and make sure to explore the rest of Stockhouse’s stock forums and message boards.
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