Following a sharp pull back in equity markets we brough together institutional fund managers and analysts to appraise the near and long term opportunities for metals and mining projects. The panel was resolute that we are in a secular bull market, yet here in this moment it is a tough period to make really big calls when investing in the sector.
The panel dissect where megatrends in the energy transition are creating opportunity and further upside in battery and technology focused metals. Expert opinion is shared on how current high inflation is creating a paradoxical outlook for certain metals. Meanwhile war, sanctions and increasingly tight supply chains and a higher ESG bar to bring projects online all point to greater rewards in the longer term.
Jon Lamb, Portfolio Manager, Orion Resource Partners
James Steel, Analyst, Precious Metals, HSBC
Michael Konnert, Co-Founder & Managing Partner, Inventa Capital
Nathan Ebeling, Portfolio Manager, Ospraie Asset Management