Is the commodity “supercycle” starting?

Apr 11, 2024

Metals prices are on the rise, hinting at a potential commodification boom. A deep dive into the tin market reveals supply challenges due to export restrictions and geopolitical tensions. The podcast also discusses the operational updates from Northern Star regarding gold production and the impact of weather on their forecasts. Additionally, advancements in AI are revolutionizing mineral exploration, while tungsten production shows promise amid uranium project challenges in Spain. Exciting times lie ahead in the commodities landscape!

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Intro

00:00 • 2min

Commodity Market Dynamics and Challenges

02:24 • 22min

Current Trends in the Tin Market

24:05 • 9min

Exploring New Opportunities in the Commodities Market

33:18 • 2min

Northern Star's Operational Update and Gold Production Insights

35:41 • 3min

AI Innovations in Mineral Exploration

38:38 • 12min

Mining Sector Update: Tungsten Production and Uranium Permitting Challenges

50:41 • 5min