FICC Focus
Orion's Lewnowski on Mining and Commodity Outlook: Credit Crunch
Apr 4, 2025
Oskar Lewnowski, Founder and CEO of Orion Resource Partners, shares insights on the crucial role of metals like copper and uranium in the current economic landscape. He discusses how energy demands balance with social needs while addressing the complexities of the supply-demand dynamic in commodities. Lewnowski also highlights the significance of financing new mining projects amidst a changing geopolitical climate and explores strategic partnerships aimed at enhancing mine construction in emerging markets.
52:10
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Quick takeaways
- The investment landscape in commodities is shaped by rising demand for metals like copper and uranium, driven by energy needs and sustainability efforts.
- Geopolitical competition for resources, particularly between the U.S. and China, complicates the dynamics of the commodities market, impacting supply chains and investment strategies.
Deep dives
Investment Landscape and Key Themes in Commodities
The current investment landscape in commodities is driven by supply and demand dynamics. As demand has outstripped supply, particularly for certain metals, the market is experiencing an upward cycle, presenting strong opportunities for investment. Analysts point to the key factor of limited physical supply and the long timelines required to bring new mining projects online, which complicates the responsiveness of supply to rising demand. This situation has led to increased interest in investing in metals, particularly as economies move towards sustainable energy and infrastructure development.
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