
Fastmarkets’ Fast Forward podcast
Fast Forward is your ultimate podcast for all things critical minerals and battery raw materials. We’re your go-to experts as we look at what’s ahead in this ever-changing landscape.
Episodes

Betting on the battery economy
Record crop, rising costs: The Black Sea paradox

The Pentagon's mineral reckoning
What's driving scrap steel prices right now
Stella Li: Driving BYD's EV story
Powering defense: The strategic metals shaping warfare

Mining stifled by capital crunch
Mining finance faces a structural paradox: while demand for critical minerals to support the energy transition is at an all-time high, the cost of capital has risen significantly due to a fundamental shift in risk assessment. Investors now prioritize geopolitical, permitting, and social license risks over traditional e...

Copper, chaos and contrarian thinking with David Lilley, Drakewood Capital management
Copper markets are undergoing a fundamental shift from "just-in-time" efficiency to "just-in-case" resilience, driven by geopolitical fragmentation and the strategic necessity of securing critical minerals. David Lilley, a veteran copper trader and CIO of Drakewood Capital Management, argues that this transition, coupl...

Fast Forward Market Briefing Ep 1 2026

India’s metals moments: A new global powerhouse?

Stockpiling critical minerals: From scarcity to strategy

Decoding China's mineral moves

Tracks of influence: The Lobito Corridor

Corridors of power: Africa's strategic rise

Swiping right on carbon credits: Exploring voluntary markets
Ep. 10 – Black gold: How big oil is fuelling change in the global EV market
Ep. 9 – From mine to magnet: rewiring the rare earth ecosystem
Ep. 8 – Changing gear: the road ahead for auto
Ep. 7 – Tariffs and trade: breaking China's grip on critical minerals
Follow this podcast in Podwise
Sign in to get AI summaries, transcripts and mind maps for any episode, including new ones.
