Bob Brackett
speaker
400 appearances
1 recordings
1 series
first heard Nov 2024
last heard Nov 2024
Bob Brackett’s voice in public audio — every appearance, attributed to the second.
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Appearances
And that local community,
community says, not a chance, I don't want that.
That's hard enough to do with copper.
Right now, think about uranium.
Think about trying to pitch a local community.
This will be great for jobs, it'll be great for investment, it'll be great for tourism.
We're gonna mine for uranium.
And so as a result, the ability to rapidly bring on uranium is pretty challenging, which kind of suggests market tightness.
The the most important thing about uranium, when when we think about commodity prices in general, I'm pretty good about picking the middle of the cycle.
Okay.
It's the marginal cost of commodity.
And I can find the bottom of a cycle very well.
Miners refuse to give metals away for free.
So when the EBITDA of a marginal zinc mine or nickel mine goes to zero, that mine goes to care and maintenance and stops producing and price.
recovers from there.
It's the the top of the cycle where pricing is the hardest to figure out.
But historically what happens for other commodity sectors, it's demand destruction and or substitution.
So those are the two things you look for.
So when copper price flies up, then aluminum becomes substitutable.
And if aluminum price doesn't move, well I'll just use aluminum wiring in this transmission.
Showing 61–80 of 400 · page 4 of 20
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