E106: Hotter Commodities. Fastmarkets' Andrea Hotter

INDEX:00:00 - Introduction01:51 - Why are major mining mergers stalling?05:07 - Copper: mining's 20-year investment09:23 - About Andrea12:31 - Copper and nickel market insights16:03 - Copper futures and hedging opportunities19:23 - Alternatives to pricey copper22:21 - Lower copper grades slowing projects23:47 - Lowering copper intensity24:51 - Recycling plants25:36 - AI and copper27:29 - Nickel's price surge34:14 - Geopolitics and nickel's future37:09 - Is nickel's price surge sustainable?38:51 - Conference hot topics?42:20 - Lithium prices and oil companies44:58 - Oil firms: fuel vs. EV materials49:01 - Wrapping up _________________________________________________Links 🌍 RK Equity Website: https://rkequity.com/Patreon: https://www.patreon.com/rockstockchannelPodcast:  Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172  Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648X (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