Paul Robinson has over 25 years’ experience in commodity industries working across the metals, mining and power sectors. Paul is an analyst and director with the CRU Group which offers business intelligence on the global metals, mining and fertilizer industries through market analysis, price assessments, consultancy and events. In this interview, Paul shares his 2021 commodities outlook on the precious metals, base metals, battery metals, oil, iron ore and fertilizer sectors.
0:00 I...
Paul Robinson has over 25 years’ experience in commodity industries working across the metals, mining and power sectors. Paul is an analyst and director with the CRU Group which offers business intelligence on the global metals, mining and fertilizer industries through market analysis, price assessments, consultancy and events. In this interview, Paul shares his 2021 commodities outlook on the precious metals, base metals, battery metals, oil, iron ore and fertilizer sectors.
0:00 Introduction
1:27 Silver
7:27 Gold
8:52 What are you most bullish on?
13:03 Is there one commodity’s outlook that changed most for CRU Group due to a Biden presidency?
15:32 How do you factor in political and societal unrest to your supply/demand forecasts?
19:04 Copper over $4/lb in 2021?
22:28 Nickel
26:39 Iron Ore
28:18 Oil
30:54 Lithium
32:20 Cobalt
33:56 Aluminum
35:09 Fertilizers
Follow Paul Robinson on Twitter: https://twitter.com/BaseMetals
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