Last week I was visiting investors and companies on the West Coast of the US for a project I’m working on and the predominant topic was Geopolitics. Specifically, how to interpret it, how to price it, and how to build a business in a highly strategic sector as the rules seemingly continue to change. Metals prices are broadly WAY UP so equity investors should be happy and the companies themselves should also be taking advantage of this moment and raising as much capital as is prudent.
That said, there’s still a sense of concern in the markets and it rests at the foot of government. Talk of stockpiling and price floors is all the rage, but beyond the Beltway here in DC there are legitimate concerns that these policies are optimal and will not cause unintended consequences. With those questions in mind, my guest today is Bryan Bille, Head of Geopolitical Risk and Policy Analysis at Benchmark Mineral Intelligence.
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