What chances do metals and mining offer, Anthony Young?

Following the Paris agreement, the world has to rebuild its energy system. But what does that mean in detail? I have discussed this question with Anthony Young of Edendale Capital, focusing on metals and mining.

We have discussed the following:
00:00 Introduction
01:05 Introducing Anthony Young
02:05 Disclaimer
02:12 Anthony‘s background
03:25 From metals & mining to renewables
04:52 Things to look out for in metals & mining
05:37 The impact of decarbonization
07:37 Reaching net zero and the effect on the commodity business
12:13 Remodeling the energy infrastructure
13:47 Check out Stratosphere
14:17 The volatility of renewables
17:02 Material demand in the energy transition
18:50 Other interesting metals
21:06 Book recommendations
23:30 Copper intensity
27:34 Copper intensity in housing and mobility
31:50 Comparing European and American infrastructure
32:52 Check out GI Plus
33:35 Can the supply keep up?
36:45 Working on existing mines
39:35 Outlook on future copper harvest
42:53 Ore grades
48:08 Counter arguments
50:45 The impact of the copper price on the energy transition
53:05 China’s demand
55:12 The dark sides of the industry
01:00:00 Factors to consider when investing
01:03:30 Energy input
01:06:05 Thoughts on uranium
01:07:40 Nearshoring & reshoring
01:09:41 Closing thoughts
01:12:22 Thank you

The Good Investing universe
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
🙏🏻 Join the Supporters Club: https://good-investing.net/support/
➕ Apply to the Plus community: https://good-investing.net/plus/
📃 Enjoy the podcast transcripts: https://good-investing.net/

Helpful services for investors
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
📈 Stratosphere – beautiful stock analysis tool – get 25% off with the Good Investing: https://www.stratosphere.io/
📶 TIKR – great data tool *: https://tikr.com/goodinvesting/
💱 Wise – our recommended travel account *: https://good-investing.net/wise/

Newsletter & legal
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
✉️ Our newsletter: https://www.good-investing.net/contact/good-investing-center-newsletter-subscription/
🏠 Imprint: https://www.good-investing.net/imprint/
📃 Disclaimer: https://good-investing.net/imprint/disclaimer/

Transparency
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
Good Investing Talks is a video & audio production of Good Investing, a brand of Good Investing UG. The editorial responsibility of these broadcasts lies solely with Good Investing UG. In the run-up to the recording, the guests refrain from co-determination of content or editorial influence and pay a cost contribution for the organization and production of the video & audio and transcript formats.

Affiliate Link = *

Written by:

87 Posts

Tilman is a very enthusiastic, long-term investor. Over the last years he has taught himself important investing concepts autodidactically. He tries to combine a positive climate and environmental impact with his investments.
View All Posts
Follow Me :