Dig Deep Why The Soft Commodities Market is Likely to be Short-Lived With Anthony Milewski
In this episode, we chat to Anthony Milewski, Chairman of Nickel 28, an innovative battery metals-focused investment vehicle with a focus on metal streaming and royalty agreements offering our investors exposure to metals integral to key technologies of the electric vehicle and energy storage markets. He previously appeared on the podcast back in July 2021, in episode 153, so check that out.
Anthony is an entrepreneur with a background in Finance and Law and gives us an update on Nickel 28 and also talks about what is happening in the world with Russia, China, and the markets and how this is impacting the global supply of materials now and in the future.
KEY TAKEAWAYS
- Nickel 28 has had a run of great quarters with production.
- They are now in a position to pay back their debt.
- When you see new demand emerging like there is for battery metals, the opportunities are huge.
- The global supply chain issues have created big challenges, especially for nickel.
- The current weakness in some commodities is likely to be temporary. When China comes back online properly that is likely to change.
- The sanctions and war in Ukraine have been highly disruptive.
- De-globalization is highly likely to happen, which should make mining easier in some countries.
- The biggest issue for the industry is a lack of funding.
BEST MOMENTS
‘When you have a new technology, a new demand for a given commodity, you see a complete structured change in that commodity. ´
‘The market might be soft until the entire world is back online and operating as normal.’
‘The longer-term fix here is de-globalization.’
EPISODE RESOURCES
Twitter - https://twitter.com/a_milewski
Website - https://www.nickel28.com/
Episode 153 with Antony Milewski - https://podcasts.apple.com/au/podcast/streaming-royalties-investments-understanding-carbon/id1440020656?i=1000528907518
VALUABLE RESOURCES
Email: rob@mining-international.org
Website: https://www.mining-international.org/
LinkedIn: https://www.linkedin.com/in/rob-tyson/
Twitter: https://twitter.com/MiningRobTyson
Facebook: https://www.facebook.com/DigDeepTheMiningPodcast/
Instagram: https://www.instagram.com/theminingpodcast/
YouTube: https://www.youtube.com/c/DigDeepTheMiningPodcast/videos
ABOUT THE HOST
Rob Tyson is an established recruiter in the mining and quarrying sector and decided to produce the “Dig Deep” The Mining Podcast to provide valuable and informative content around the mining industry. He has a passion and desire to promote the industry and the podcast aims to offer the mining community insight into people's experiences and careers covering any mining discipline, giving the listeners helpful advice and guidance on industry topics.
Rob is the Founder and Director of Mining International Ltd, a leading global recruitment and headhunting consultancy based in the UK specializing in all areas of mining across the globe from the first world to third world countries from Africa, Europe, the Middle East, Asia, and Australia. We source, headhunt, and discover new and top talent through a targeted approach and search methodology and have a proven track record in sourcing and positioning exceptional candidates into our client's organizations in any mining discipline or level.
Mining International provides a transparent, informative, and trusted consultancy service to our candidates and clients to help them develop their careers and business goals and objectives in this ever-changing marketplace.
Podcast Description
Rob Tyson is an established recruiter in the mining and quarrying sector and decided to produce the “Dig Deep” The Mining Podcast to provide valuable and informative content about the mining industry. He has a passion and desire to promote the industry and the podcast aims to offer the mining community an insight into people’s experiences and careers covering any mining discipline, giving the listeners helpful advice and guidance on industry topics.