We’re at IMARC, and we sat down with four guests from four very different corners of mining capital.
Mark Kristoff of commodity trader Traxys, Sylvain Eckert of InfraVia’s French-backed critical metals fund, Jason Chang of private equity group EMR Capital, and Rob Stein, who left Macquarie’s research desk to join Latrobe Magnesium.
We cover:
• How a commodity trader actually makes money, and why tungsten won’t go back to $300
• InfraVia’s Core Lithium thesis, and why DLE isn’t the water fix it’s sold as
• The role of private equity in mining, and why Australia’s margins are narrowing
• Magnesium: a 1 million tonne market with 97% of supply from China and Russia
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TIMESTAMPS
(00:00) Intro
(01:20) Mark Kristoff, Traxys
(14:40) Sylvain Eckert, InfraVia
(30:10) Jason Chang, EMR Capital
(47:30) Rob Stein, Latrobe Magnesium
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