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

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Manage episode 444359439 series 3374176
内容由KE Report提供。所有播客内容(包括剧集、图形和播客描述)均由 KE Report 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.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driven by industries such as EVs, AI, and solar panels, contrasted with the slow response in mining supply due to outdated systems and social challenges related to mining.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

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Manage episode 444359439 series 3374176
内容由KE Report提供。所有播客内容(包括剧集、图形和播客描述)均由 KE Report 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.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driven by industries such as EVs, AI, and solar panels, contrasted with the slow response in mining supply due to outdated systems and social challenges related to mining.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

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