Red Bull: Anglo’s Dr. Copper

Lithium-ion Rocks! - A podcast by lithiumionrocks

Categories:

INDEX:00:00:00 - Introduction00:01:31 - Lithium Market Analysis00:03:07 - China's Role in Lithium Supply00:05:52 - Copper Market Overview00:11:37 - About Paul/Anglo00:13:57 - Why is copper still so volatile?00:20:18 - Challenges in boosting copper supply.00:22:11 - Are old copper mines worth reopening?00:25:04 - What price ensures enough copper production by 2030?00:26:11 - Is there enough money going into copper exploration?00:28:27 - Environmental and Societal Factors in Mining00:31:06 - Any Advancements on Carbon Emissions?00:33:18 - How will China's slowdown affect copper demand?00:37:06 - Copper Demand and Global Averages00:38:37 - Will new tech reduce copper demand or not?00:42:57 - Are speculators messing with copper prices?00:45:31 - When will miners start building new copper supply?00:49:28 - True Valuation vs Market Valuation00:52:52 - Balancing risks in early-stage vs. established copper investments00:55:09 - Trade mining stocks; don't just hold.00:55:51 - Are mining companies focusing on growth over dividends?00:59:43 - Anglo American's Copper Assets01:01:13 - Howard's Closing Remarks   _________________________________________________   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