FICC Focus Orion's Lewnowski on Mining and Commodity Outlook: Credit Crunch
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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.
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Lewnowski's Career Journey
- Oskar Lewnowski's career began in investment banking, later focusing on metals and mining investments.
- His experience includes work in Kazakhstan's post-Soviet privatization and founding Orion Resource Partners.
Commodities: A Supply-Demand Game
- Commodity markets, including metals and mining, operate on supply and demand principles, unlike other investments.
- Limited physical supply and demand fluctuations drive price cycles, creating opportunities for investors.
Metals in the Energy Transition
- Copper is crucial for electricity conduction, driving its demand alongside the global increase in power needs.
- Other important metals include aluminum, rare earth elements, tin, vanadium, chrome, and uranium.