This week we welcome Alliance Bernstein’s materials’ analyst Bob Brackett back to the Value Perspective as part of our Allocator’s Edge mini-series. We also welcome back Mark Walker, CIO of Coal Pension Trustees as co-host for the episode to share his perspective as a capital allocator navigating today’s commodity landscape. In the episode we discuss a range of topics shaping the energy and materials’ world today including; the impact of a new Trump era on oil and gas over the next four years; Greenland’s appeal from a materials’ perspective; copper’s role in an increasingly electrified world; how Deepseek could reshape power demand for data centres; and finally, the state of nuclear energy in the West, and what’s driving uranium prices. Enjoy!

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Twin Peaked w/ Sheryl Lee • EP310

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