Artwork

Indhold leveret af KE Report. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af KE Report eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
Player FM - Podcast-app
Gå offline med appen Player FM !

Matt Badiali - Critical Minerals, Is The Supply/Demand Imbalance Overblown?

16:41
 
Del
 

Manage episode 444359439 series 3374176
Indhold leveret af KE Report. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af KE Report eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

Matt Badiali, Editor of The New Energy Investor published under Mangrove Investor, joins us to discuss the complexities surrounding the supply and demand of critical minerals. The conversation delves into the increasing demand driven by industries such as EVs, AI, and solar panels, contrasted with the slow response in mining supply due to outdated systems and social challenges related to mining.

Matt examines the future implications for mineral prices, drawing parallels to past oil market behaviors, and highlights potential investment opportunities in critical minerals, especially in companies with significant deposits and those represented in ETFs.

Click here to visit the Mangrove Investor website to follow along with what Matt is writing.

  continue reading

134 episoder

Artwork
iconDel
 
Manage episode 444359439 series 3374176
Indhold leveret af KE Report. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af KE Report eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

Matt Badiali, Editor of The New Energy Investor published under Mangrove Investor, joins us to discuss the complexities surrounding the supply and demand of critical minerals. The conversation delves into the increasing demand driven by industries such as EVs, AI, and solar panels, contrasted with the slow response in mining supply due to outdated systems and social challenges related to mining.

Matt examines the future implications for mineral prices, drawing parallels to past oil market behaviors, and highlights potential investment opportunities in critical minerals, especially in companies with significant deposits and those represented in ETFs.

Click here to visit the Mangrove Investor website to follow along with what Matt is writing.

  continue reading

134 episoder

Alle episoder

×
 
Loading …

Velkommen til Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Hurtig referencevejledning