Here is part 2 of our discussion with Russell “Rusty” Delroy, founder of Nero Resource Fund, on the bifurcation of metals prices.
We found the discussion deeply fascinating, thought-provoking and ultimately necessary to share. We delve into what direction the world is heading in & ways in which we may see regions course correct.
We hope you enjoy the conversation, & make sure to join the Hooteroo chat to share your thoughts with us afterwards.
All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional.
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(3:49) How did we get here?
(10:20) Starting from such a low base – EU
(12:50) Arrogance in decision making
(15:00) The west competing against each other rather than vs China
(17:30) Is it crazy to differentiate commodities?
(21:20) The falsehood expecting the consumer to drive this
(28:40) Mechanics of differentiating metals on price
(31:21) China will move on environmental standards
(33:38) Australia tied to IRA and Geopolitics