Andy Home is the Senior Metals Columnist for Thomson Reuters. He's been covering the global metal markets for 30 years and call this unique era of de-globalization and geopolitical stand-offs as the most interesting time of his career. In fact, he nicknames this current moment in time the "Metallic Revolution."
We connected with Andy in London to talk about the current dynamics of the metals trade, how the west is competing with the like of Chinese demand and Russian supply following the invasion of Ukraine. Is the West prepared to meet its own demand in the years to come? And what needs to be done to get there?
First, we spend time profiling Andy's career, from independent metals newsletter writer to a long career at Reuters. There is a lot to take away from his insights and reporting for a better understanding of what is yet to come.
We'd like to thank our sponsors:
Western Copper and Gold is focused on developing the world-class Casino project in Canada's Yukon Territory. The Casino project consists of an impressive 11 billion pounds of copper and 21 million ounces of gold in an overall resource. Western Copper and Gold trades on the TSX and the NYSE American with WRN. Be sure to follow the company via their website, www.westerncopperandgold.com.
Arizona Sonoran Copper Company (ASCU:TSX) is focused on developing its brownfield copper project on private land in Arizona, a tier 1 location. The Cactus Mine Project is located less than an hour's drive from the Phoenix International airport via highway i-10, and with grid power and the Union Pacific Rail line situated at the base of the Cactus Project main road. With permitted water access, a streamlined permitting framework and infrastructure already in place, ASCU's Cactus Mine Project is a lower risk copper development project in the infrastructure-rich heartland of Arizona.For more information, please visit www.arizonasonoran.com.
Fireweed Metals is advancing 3 different projects within the Yukon and Northwest Territories, including the flagship Macmillan Pass Project, a large zinc-lead-silver deposit and the Mactung Project, one of the largest and highest-grade tungsten deposits in the world. Fireweed plans to advance these projects through exploration, resource definition, metallurgy, engineering, economic studies and collaboration with indigenous people on the path to production. For more information please visit fireweedmetals.com.
Martin Turenne on FPX Nickel's New Technical Committee and a Nickel Update
Morning Briefing: Elemental Altus Provides Materially Higher 2024 Guidance
The Fed is Out of Options and This Gold Move is Only the Beginning, says Jordan Roy-Byrne
Magna Mining and the Increased Significance of Crean Hill's 109 Footwall Zone
Portfolio Update with Kenorland Minerals and an Available Share Buyback Program
Morning Briefing: Magna Mining hits Massive Sulphide within the Core of the 109 Footwall Zone
Shawn Khunkhun on Silver's Big Move and Dolly Varden's $15M Financing
American Pacific Preparing for Exploration Campaigns at Both Palmer and Madison
Simon Hunt: A False Start in Commodities, Escalation of War, and Copper's Concentrate Problem
Morning Briefing: Ivanhoe Electric Drills its Best Intercept at Hog Heaven
Chase Taylor on Lessons from LTCM and the Risks of the Fed Cutting Rates into Economic Growth
Vizsla Silver CEO Mike Konnert on the Addition of the Past-Producing La Garra-Metates District
A Re-Introduction to K2 Gold and its Draft EIS Efforts
Magna Mining and a New Off-take Agreement with Vale
Morning Briefing: Aldebaran Extends Known Mineralization at Altar
Awalé's 5-year Overnight Success at Odienné
Introduction to Coppernico Metals from CEO Ivan Bebek
Matt Geiger of Gold's Leading Move and thoughts on Valuations out of the Arabian Nubian Shield
Vukasin Pekovic: Finding Alpha in Special Situations within the Junior Resource Sector
Introduction of Metals Acquisition and its High-Grade CSA Copper Mine
Create your
podcast in
minutes
It is Free
The emPOWERed Half Hour
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast