The Money of Mine podcast episode features Jack Bedder from Project Blue, who discusses critical and niche metals with the hosts. The conversation covers ten different metals, including antimony, cobalt, gallium, germanium, manganese, niobium, scandium, tin, tungsten, and vanadium, analyzing their market dynamics, supply chains, geopolitical relevance, and future demand. Bedder provides insights into market sentiment, potential for new supply, and the impact of export restrictions, while the hosts add commentary and engage in discussions about the investment potential and challenges associated with these commodities.
Outlines
Part 1: Introduction and Market Overviews
Part 2: Supply and Demand Analysis
Part 3: Battery Applications and Conclusion
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