C.O.B. Tuesday Ep. 33 - Trust, but Fortify

We say this often, but today was AWESOME! Last week set a new high bar with many of you as the feedback on Dr. Naomi Boness at Stanford was fantastic. We had our work cut out for us to keep it up this week! The great news is we were lucky enough to find four leading minds to attack a nagging question - how are we physically, financially, environmentally-friendly and otherwise going to mine all the minerals and metals needed for the currently projected growth in ev's, renewables, batteries and the like? It won't be easy (is it really possible?) - there are a ton of questions to be answered.We had an ALL-STAR team help us attack the questions, including:Dr. Roderick Eggert, Foundation Chair in Mineral Economics at the Colorado School of MinesFrank Fannon, Assistant Secretary for the Bureau of Energy Resources at the U.S. Department of State, joining from WashingtonJulian Kettle, Vice Chairman, Metals & Mining at Wood MackenzieMark Mills, Senior Fellow at the Manhattan Institute and Strategic Partner of Cottonwood Venture PartnersWith a lot to cover, the TPH crew gave a brief update to begin the session. Mike Bradley touched on crude oil market sentiments then handed it off to Matt Portillo and Matthew Blair to discuss TPH Research's new coverage on Darling Ingredients (DAR). Colin Fenton saved his energy for the dynamic discussion!Thank you for your friendship and see you next week!----------Copyright 2020, Tudor, Pickering, Holt & Co. The information contained in this update is based on sources considered to be reliable but is not represented to be complete and its accuracy is not guaranteed. This update is designed to provide market commentary only. This update does not constitute an offer to sell or a solicitation of an offer to buy any securities. Nothing contained in this update is intended to be a recommendation of a specific security or company nor is any of the information contained herein intended to constitute an analysis of any company or security reasonably sufficient to form the basis for any investment decision. Past performance is not indicative of future results. Tudor, Pickering, Holt & Co., and its officers, directors, shareholders, employees and affiliates and members of their families may have positions in any securities mentioned and may buy or sell such securities before, after or concurrently with the publication of this update. In some instances, such investments may be inconsistent with the views expressed herein. Tudor, Pickering, Holt & Co. may, from time to time, perform or solicit investment banking or other services for or from a company, person or entities mentioned in this update. Additional important disclosures, including disclosures regarding companies covered by TPH’s research department, may be found at www.tphco.com/Disclosure. Tudor, Pickering, Holt & Co. (TPH) is the global brand name for Tudor, Pickering, Holt & Co. Securities, LLC., Tudor Pickering Holt & Co Advisors LP, Tudor, Pickering, Holt & Co. Securities – Canada, ULC and their affiliates worldwide. Institutional Communication Only. Under FINRA Rule 2210, this communication is deemed institutional sales material and it is not meant for distribution to retail investors.

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