E106: Hotter Commodities. Fastmarkets' Andrea Hotter
Episode description
INDEX: 00:00 - Introduction 01:51 - Why are major mining mergers stalling? 05:07 - Copper: mining's 20-year investment 09:23 - About Andrea 12:31 - Copper and nickel market insights 16:03 - Copper futures and hedging opportunities 19:23 - Alternatives to pricey copper 22:21 - Lower copper grades slowing projects 23:47 - Lowering copper intensity 24:51 - Recycling plants 25:36 - AI and copper 27:29 - Nickel's price surge 34:14 - Geopolitics and nickel's future 37:09 - Is nickel's price surge sustainable? 38:51 - Conference hot topics? 42:20 - Lithium prices and oil companies 44:58 - Oil firms: fuel vs. EV materials 49:01 - Wrapping up
_________________________________________________ Links 🌍
RK Equity Website: https://rkequity.com/ Patreon: https://www.patreon.com/rockstockchannel Podcast: Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172 Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648 X (Twitter): Howard: https://twitter.com/LithiumIonBull Rodney: https://twitter.com/RodneyHooper13 _________________________________________________
DISCLAIMER
NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH
Rodney and Howard are not financial advisors nor broker-dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do your own independent research and read the disclaimer at the end of the video or on RK Equity’s website https://www.rkequity.com
Intro and outro audio credit: Jamie Klein