James Stevenson, Executive Director of Coal, Metals & Mining at McCloskey by OPIS, dives into the dynamic world of energy commodities. He highlights record coal production in 2023, especially in the Asia Pacific, and discusses the resilience of coal amidst the transition to renewables. Listeners learn about the strategic implications of potential U.S. Steel acquisitions, the revival of nuclear energy for decarbonization, and the rising demand for copper and lithium, propelled by technology and renewable energy investments.
