Andy Home on a 30-Year Career and Why this is the Most Fascinating Time to Follow Metals and Mining

In this episode of Mining Stock Daily, the host interviews Andy Home, a journalist and columnist from Reuters, about his career covering the metals and mining industry. Home recounts his early days in the field, the evolution of metal markets, and the impact of globalization and geopolitics on the industry. They discuss the integration of Soviet and Chinese metal systems into Western markets, the shift towards regional dynamics, and the challenges and opportunities for countries caught between competing global powers. The conversation also explores the potential for oversupply in the copper market, the role of recycling and technological advancements in mining, and the increasing importance of ESG factors. Finally, they touch on specific metals like lithium, tellurium, and tin, highlighting their new uses and the impact of Chinese export controls.