Rusty Delroy on the Enormous Implications of “Business as Usual” for Miners (Part 2)
Here is part 2 of our discussion with Russell “Rusty” Delroy, founder of Nero Resource Fund, on the bifurcation of metals prices.
We found the discussion deeply fascinating, thought-provoking and ultimately necessary to share. We delve into what direction the world is heading in & ways in which we may see regions course correct.
We hope you enjoy the conversation, & make sure to join the Hooteroo chat to share your thoughts with us afterwards.
Thank you to our Podcast Partners:
Terra Capital – Specialist Investment manager in the natural resources sector
K-Drill – Safe, reliable, and productive surface RC drilling
JP Search – Recruitment specialists for the financial world
Anytime Exploration Services – Exploration workers, equipment, core cutting/storage plus much more
SMEC Power & Technology – Electrical specialists for the mining industry
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CHAPTERS
0:00 Preview
0:56 Introduction
3:49 How did we get here?
10:20 Starting from such a low base – EU
12:50 Arrogance in decision making
15:00 The west competing against each other rather than vs China
17:30 Is it crazy to differentiate commodities?
21:20 The falsehood expecting the consumer to drive this
28:40 Mechanics of differentiating metals on price
31:21 China will move on environmental standards
33:38 Australia tied to IRA and Geopolitics
41:29 Wrap-up
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DISCLAIMER
All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional.
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