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Decline in demand offsetting supply deficits, ft Global X's Rohan Reddy
Manage episode 399621627 series 3236670
This week’s episode features Global X Director of Research Rohan Reddy, who joins host Adrian Pocobelli to discuss macroeconomic factors impacting the metals markets. Reddy delves into the fundamentals of uranium, nickel, copper, and oil, and notes how declining demand out of China is offsetting lower supplies of metals such as copper. He also explains why conflict in the Red Sea is creating uncertainty in the oil market.
All this and more with host Adrian Pocobelli.
In this week’s CEO Spotlight, we feature the second of three interviews with FM Global about the importance of investing in resilience. In this episode, Neil M. Chaudhuri, OVP, Operations Chief Engineer, discusses how the shift towards renewable energy is impacting the mining sector risk.fmglobal.com/mining
Music Credits
“Rattlesnake Railroad”, “Big Western Sky”, “Western Adventure” and “Battle on the Western Frontier” by Brett Van Donsel (www.incompetech.com).
Licensed under Creative Commons: By Attribution 4.0 License
232 bölüm
Manage episode 399621627 series 3236670
This week’s episode features Global X Director of Research Rohan Reddy, who joins host Adrian Pocobelli to discuss macroeconomic factors impacting the metals markets. Reddy delves into the fundamentals of uranium, nickel, copper, and oil, and notes how declining demand out of China is offsetting lower supplies of metals such as copper. He also explains why conflict in the Red Sea is creating uncertainty in the oil market.
All this and more with host Adrian Pocobelli.
In this week’s CEO Spotlight, we feature the second of three interviews with FM Global about the importance of investing in resilience. In this episode, Neil M. Chaudhuri, OVP, Operations Chief Engineer, discusses how the shift towards renewable energy is impacting the mining sector risk.fmglobal.com/mining
Music Credits
“Rattlesnake Railroad”, “Big Western Sky”, “Western Adventure” and “Battle on the Western Frontier” by Brett Van Donsel (www.incompetech.com).
Licensed under Creative Commons: By Attribution 4.0 License
232 bölüm
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