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2023 Commodity Outlook with Analyst Alex Christopher of CRU Group

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Innhold levert av Mining Stock Education and Bill Powers. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Mining Stock Education and Bill Powers eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
Analyst Alex Christopher of the CRU Group discusses CRU’s 2023 commodity outlook. Alex Christopher is a Multi-Commodity Analyst working at CRU Group, an independent mining, metals and fertiliser analysis and consulting company based in London. Alex sits in the analysis division where he conducts cross-commodity analysis and holds day-to-day responsibility for content delivery to credit ratings agency Fitch Ratings. Previously, Alex worked as Exploration Geologist for a private equity group with global interests. In this role he gained field and research experience in seven countries including Norway, the US, Montenegro and the Republic of Ireland, focusing on base, precious and battery metal exploration. If you’d like to reach out to Alex you can reach him via email at alex.christopher@crugroup.com or LinkedIn: https://www.linkedin.com/in/alexchristophergeo/ 0:00 Introduction 0:45 CRU Group & Alex Christopher background 3:15 Does CRU Group agree with Goldman Sach’s commodity outlook? 7:43 Elon Musk: “No change in copper production is required for the transition to sustainable energy” 9:10 CRU Group’s 2022 most-accurate and inaccurate commodity calls 12:07 CRU Group’s hottest commodity for 2023? 15:56 CRU Group’s coldest commodity for 2023? 17:54 European vs North American NatGas markets 19:39 Further thoughts on CRU Group’s broad commodity outlook 22:45 Key global trends to watch as mining investors 26:13 How to contact Alex Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 This interview was not sponsored. The content found on MiningStockEducation.com is for informational purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. It is based on opinions, SEC filings, current events, press releases and interviews but is not infallible. It may contain errors and MiningStockEducation.com offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on MiningStockEducation.com or our videos. We may hold equity positions in and/or be compensated by some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. MiningStockEducation.com may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on MiningStockEducation.com is to be used at your own risk. By reading MiningStockEducation.com, you agree to hold MiningStockEducation.com, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred.
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707 episoder

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Manage episode 353910562 series 1445938
Innhold levert av Mining Stock Education and Bill Powers. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Mining Stock Education and Bill Powers eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
Analyst Alex Christopher of the CRU Group discusses CRU’s 2023 commodity outlook. Alex Christopher is a Multi-Commodity Analyst working at CRU Group, an independent mining, metals and fertiliser analysis and consulting company based in London. Alex sits in the analysis division where he conducts cross-commodity analysis and holds day-to-day responsibility for content delivery to credit ratings agency Fitch Ratings. Previously, Alex worked as Exploration Geologist for a private equity group with global interests. In this role he gained field and research experience in seven countries including Norway, the US, Montenegro and the Republic of Ireland, focusing on base, precious and battery metal exploration. If you’d like to reach out to Alex you can reach him via email at alex.christopher@crugroup.com or LinkedIn: https://www.linkedin.com/in/alexchristophergeo/ 0:00 Introduction 0:45 CRU Group & Alex Christopher background 3:15 Does CRU Group agree with Goldman Sach’s commodity outlook? 7:43 Elon Musk: “No change in copper production is required for the transition to sustainable energy” 9:10 CRU Group’s 2022 most-accurate and inaccurate commodity calls 12:07 CRU Group’s hottest commodity for 2023? 15:56 CRU Group’s coldest commodity for 2023? 17:54 European vs North American NatGas markets 19:39 Further thoughts on CRU Group’s broad commodity outlook 22:45 Key global trends to watch as mining investors 26:13 How to contact Alex Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 This interview was not sponsored. The content found on MiningStockEducation.com is for informational purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. It is based on opinions, SEC filings, current events, press releases and interviews but is not infallible. It may contain errors and MiningStockEducation.com offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on MiningStockEducation.com or our videos. We may hold equity positions in and/or be compensated by some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. MiningStockEducation.com may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on MiningStockEducation.com is to be used at your own risk. By reading MiningStockEducation.com, you agree to hold MiningStockEducation.com, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred.
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