Commodity trader Bentley Attebery and China macro analyst Rogan Quinn join us for a unique conversation. The pair delve into the current dynamics of commodity markets, particularly focusing on China's economic activities and their impacts on metals, property, and renewable markets.
They explore China's cyclical stabilisation, the state of the real estate market, US tariffs' effects on global trade, as well as niche metals and newer commodities.
This interview was recorded on 13 May 2025.
Timestamps
(00:00) Introduction
(01:54) China's Economic Landscape
(04:39) Real Estate Market Insights
(11:31) Steel and Iron Ore Market Analysis
(16:22) West African Mining Developments
(29:40) Electrification and Renewable Energy in China
(41:16) Market Dynamics and Lithium Prices
(41:44) Battery Energy Storage in North America
(43:17) China's Shift in Battery Chemistry
(44:14) Challenges in Lithium Trading
(47:28) Sodium vs. Lithium Batteries
(51:51) Direct Lithium Extraction (DLE)
(53:27) Lithium Sulfate Monohydrate
(55:33) Tantalum and Niobium Markets
(01:01:24) Tin Market and Supply Disruptions
(01:08:38) Copper Market and Tariff Impacts
(01:17:46) Global Trade and Economic Implications
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