In this episode, Reuters commodities analyst, joins Shae Russell to discuss why iron ore and copper rely on Chinese news for movement, what would it take for Australia to grow a downstream industry, plus after nine years in government why only now is the Coalition insisting Australia build a nuclear industry…and more importantly, what would it take to create one. Timestamps (1:01) - Metal prices are jumping at shadows (3:55) – There’s no big bang stimulus from China (7:00) – The two things holding back Australia’s downstream sector (14:23) – What’s really holding back Australia’s nuclear industry (20:29) – Funding is hard to secure when China controls price (25:48) – Seeking quarterly returns is holding back long term investment (28:51) - The catalyst for change (31:49) – We need diversity of thinkers, not just how we look (36:58) – Superfunds aren’t doing enough to drive genuine, innovative change (40:00) - A drink for each climate

OnAir @ IMARC: Nicholas Boyd-Mathews, chief investment officer from Eden Asset Management joins Shae Russell to tackle some difficult topics. Nick doesn’t hold back when it comes to addressing gender diversity in boardrooms across funds managers and resources companies, why ESG will become increasingly important to fund managers in the years ahead and there is no consensus on what ‘long term investing’ is. (0:59) – Do Exchange traded funds (ETFs) create lazy investors? (4:08) – If women are proven to be better investors, where are all the female fund managers? (9:30) – When ethics and investing collide (15:39) – ESG will become as ingrained as occupational health and safety practices   (19:40) – Ditching fossils fuels because it’s popular or because it aligns with a thesis? (25:03) – A long term investment timeframe is different for everyone (289:50) – the Sex and the City influence

Resource news in 15 minutes (Mmm, we're a little bit over but it's worth it): In this episode Shae Russell discusses why your average chocolate block is about to cost a whole lot more, crude prices reliant on OPEC moves and some decisions from Saudi Arabia suggest the oil market isn’t as robust as they’d like us to believe, what’s really pushing gold higher when perhaps it shouldn’t be up and we hear from Ilala Metals on the three most common uranium ore bodies. Timestamps (1:00) – Is gold overvalued right now? (6:21) – Headwinds remain for spot gold, conflict keeps the price elevated (8:31) – Oil demand isn’t as strong we think (10:19) – Why no one can afford chocolate anymore… (13:16) – Uranium reaches an 11 year high (13:55) – Ilala Metals: The three most common types of uranium ore

“Back in the day if you couldn’t see it, you couldn’t mine it”. Sean Russo, managing director of Noah’s Rule joins Cocktails & Commodities. In this episode, Sean revisits ‘the last of the chalkies’, the impact the newly floated Aussie dollar had on gold miners hedging books, two key processes which transformed Australia’s gold mining industry and why the purple patch is the sweet spot for gold investors. (1:52) – Starting out when Alan Bond ruled the gold sector (4:00) ­– The last of the ‘chalkies’ (6:40) – How Australia became a gold mining behemoth (10:17) – Aussie dollar: From parity to half (17:00) – Look for the purple patch (24:14) – Currency weakness, high mining costs & gold prices (28:11) – Hedging secret: Why miners need to hedge oil (35:00) – Where the gold price is going (43:01) – A favourite tipple Prices correct at the time of recording

OnAir @ IMARC: Phillip Thomas, executive director from Patagonia Lithium joins Shae Russell to discuss the enormous amount of energy electric vehicle batteries will need, what China’s lithium stockpiling means for lithium supply and exploration in Argentina.

OnAir @ IMARC: Joe David, managing director from Elementos Limited swung past the Cocktails & Commodities booth to cover why tin is a critical metal, its role in electronics with no viable substitute and the fundamentals pushing up tin demand while supply tightens.

OnAir @ IMARC: Peter Wright, executive director of Greenwing Resources joins Cocktails & Commodities to discuss how graphite’s fundamentals are the same as lithium’s, the risk to the electric vehicle manufacturing if China cuts graphene, how Greenwing has quadrupled the project’s resource and Madagascar’s thriving mining economy.

OnAir @ IMARC: Greg Hall CEO from Alligator Energy jumps on the mic to discuss the uranium resurgence, the factors which have swung in nuclear energy’s favour and how Australia can shift nuclear energy sentiment out of the 1970s.

‘Don’t conflate the energy transition with electric vehicles – the future is more bullish than we realise’. Rick Rule jumps back on the mic for part two, where he covers the fastest growing use for silver, vanadium’s role in the energy transition and why fossils fuels aren’t done yet. 0:50 – Silver versus coal – what’s the most hated commodity 4:49 – Coal produces raking in the profits but narrative drives investors away 7:25 – Understanding the silver fundamentals 13:12 – The fastest growing use of silver 14:15 – Vanadium’s place in the energy transition 19:17 – The electrification of everything has decades to run Want Rick to rank your portfolio? Go here: https://ruleinvestmentmedia.com/ Learn more about Rick’s bootcamps here: https://ruleclassroom.com/

Rick Rule joins Shae Russell to discuss the next generation of resource investors, why the uranium bull market still has room to run and the most hated commodity right now. Part two will play next. 1:41 – The next generation of investor 6:43 – Family offices increasingly fund new explorers 10:54 – Time in the market is better than timing the market 14:25 – Australia continues to benefit from the Inflation Reduction Act 18:53 – What happened to the long term investor? 22:23 – Uranium bull market here to stay