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
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