Today we welcomed on the show Ian Roper, a commodity strategist & expert with some unique views.

Ian is a big believer in the growth of India, which he thinks will lead to huge met coal demand, he’s also identifying a “new” + “old” China which investors need to be aware of as well as having in depth knowledge of industrial metals copper & aluminium plus new energy materials nickel & lithium. 

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(0:00:00)Intro

(0:01:16)Did China stimulate enough?

(0:04:17)What Chinese traders are thinking

(0:11:24)Commodity outlook

(0:14:29)Will steel mills get profitable?

(0:19:22)Retail punting in iron ore

(0:21:20)The growth of India

(0:28:39)Why met coal

(0:30:53)What's happening in copper

(0:33:32)The India bear case

(0:35:24)India/Russia trade relationship

(0:38:20)Nickel & Lithium in the doldrums

(0:46:15)Alumina breaking through

(0:52:23)Does zinc still stink?