Manage episode 347820318 series 2362606
Energy has been the strongest performing sector on the ASX this year, and investors are more excited about materials than ever. So what has changed in the outlook for the world’s key resources?
MineLife’s Gavin Wendt joins the podcast to share his thoughts on:
- Why prices for key metals could stay high for the foreseeable future
- What high energy prices mean for the global economy
- How the transition to renewables will affect battery metals and more, and
- Which resources he’s most bullish – and bearish – on in the near time
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.