Grove Pod Episode 20 – Matt talks with KER about strategies for critical minerals

Matt Badiali, Editor of the New Energy Newsletter, Published under Mangrove Investor joins us for a focus on a couple key stories out of the lithium and copper sectors.   Starting with lithium, the Chilean government recently made comments about lithium in country that has some investors worried about projects being nationalized. This news has caused a significant selloff in lithium stocks focused in Chile.   For the copper sector we recap the Codelco production results that continue to show old assets producing less copper. Matt uses this at a further example of the major supply/demand imbalance for the copper sector. There are a lot of old copper assets supplying the market that only getting older and producing less.