Hey all.
I thought I would share a pod I released today in an attempt to get a discussion going on commodity plays for the energy transition. It was interesting to hear my guest Jamie Keech suggest Uranium, Copper, and Nickel as his commodities of choice. I’m very curious to hear anyone’s thoughts on this take, and how best to position ourselves to benefit from these materials gaining value.
Here’s the link if anyone would like to hear Jamie’s thoughts.
Jamie Keech – Mining, Energy, Commodities, and Carbon! https://youtu.be/Wly0wNmpmJM