This panel covers the tight supply scenario in metals, a lack of investment in bearish years and covid stimulus all poring fuel on the fire of this commodities price rally. Important insight is shared on the current sate of play for investors and the need to be more selective in commodity and company plays.
The panel explain the great structural trends in fossil fuels and consider the nuances and speed at which North America can move to an all-electric future. Challenges in capital formation for mines and juniors in this environment are addressed.
Carl Tricoli, Founder & Managing Partner, Denham Capital
Greg Caione, Managing Director, Sprott Inc., & Managing Partner, Sprott Resource Lending
Nathan Ebeling, Partner, Ospraie Capital