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Expert Analysis of Base Metals, Battery Metals and Fertilizer Sectors with Paul Robinson

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Manage episode 261155551 series 1445938
Content provided by Mining Stock Education and Bill Powers. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mining Stock Education and Bill Powers or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Paul Robinson has over 25 years’ experience in commodity industries working across the metals, mining and power sectors. Paul is an analyst and director with the CRU Group which offers business intelligence on the global metals, mining and fertilizer industries through market analysis, price assessments, consultancy and events. In this interview, Paul shares his outlook on the base metals, battery metals and fertilizer sectors as a result of the COVID-19 crisis. 0:15 Introduction 1:27 Paul Robinson’s professional background and what CRU Group does 3:55 How COVID-19 impacts base metals sector in H2 2020 & 2021? 6:31 Is this the hardest time to forecast accurately? 7:47 Aluminum outlook 9:54 Current crisis compared and contrasted with 2008 GFC 13:32 Feedback from CRU team on the ground in China? 16:17 Commodity with biggest supply/demand gap in H2 2020? 18:06 Tin outlook 19:10 Commodity most negatively affected by COVID-19 crisis 20:25 Battery metals outlook 23:11 Fertilizer market outlook 25:00 Who the CRU Group serves and how to contact Paul Follow Paul Robinson on Twitter: https://twitter.com/BaseMetals Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 The content found on MiningStockEducation.com is for informational purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. It is based on opinions, SEC filings, current events, press releases and interviews but is not infallible. It may contain errors and MiningStockEducation.com offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on MiningStockEducation.com or our videos. We may hold equity positions in and/or be compensated by some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. MiningStockEducation.com may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on MiningStockEducation.com is to be used at your own risk. By reading MiningStockEducation.com, you agree to hold MiningStockEducation.com, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred.
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739 episodes

Artwork
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Manage episode 261155551 series 1445938
Content provided by Mining Stock Education and Bill Powers. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mining Stock Education and Bill Powers or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Paul Robinson has over 25 years’ experience in commodity industries working across the metals, mining and power sectors. Paul is an analyst and director with the CRU Group which offers business intelligence on the global metals, mining and fertilizer industries through market analysis, price assessments, consultancy and events. In this interview, Paul shares his outlook on the base metals, battery metals and fertilizer sectors as a result of the COVID-19 crisis. 0:15 Introduction 1:27 Paul Robinson’s professional background and what CRU Group does 3:55 How COVID-19 impacts base metals sector in H2 2020 & 2021? 6:31 Is this the hardest time to forecast accurately? 7:47 Aluminum outlook 9:54 Current crisis compared and contrasted with 2008 GFC 13:32 Feedback from CRU team on the ground in China? 16:17 Commodity with biggest supply/demand gap in H2 2020? 18:06 Tin outlook 19:10 Commodity most negatively affected by COVID-19 crisis 20:25 Battery metals outlook 23:11 Fertilizer market outlook 25:00 Who the CRU Group serves and how to contact Paul Follow Paul Robinson on Twitter: https://twitter.com/BaseMetals Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 The content found on MiningStockEducation.com is for informational purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. It is based on opinions, SEC filings, current events, press releases and interviews but is not infallible. It may contain errors and MiningStockEducation.com offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on MiningStockEducation.com or our videos. We may hold equity positions in and/or be compensated by some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. MiningStockEducation.com may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on MiningStockEducation.com is to be used at your own risk. By reading MiningStockEducation.com, you agree to hold MiningStockEducation.com, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred.
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