5min chapter

The HC Commodities Podcast cover image

SPACS, ESG 2.0, Mining & Investing in the Energy Transition with John Dowd

The HC Commodities Podcast

CHAPTER

The Future of Energy Prices

Simon Malls: There's certainly an awareness around that story now and the action that you're pointing to in policy. But we've yet to see that price translation or sort of that de-commodifying of commodities actually happen when it comes to these very positive statements from Apple or whomever they want to trace and track all the minerals in their products. That seems not yet to have made it to actually being able to differentially price commodities depending on how they're resourced and so forth. We are I believe at the cusp of that taking place in the metals.

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