E106: Hotter Commodities. Fastmarkets' Andrea Hotter

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