Cocktails and Commodities

Clyde Russell: ‘Would Rio have blown up the caves? Probably not.’


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In this episode, Reuters commodities analyst, joins Shae Russell to discuss why iron ore and copper rely on Chinese news for movement, what would it take for Australia to grow a downstream industry, plus after nine years in government why only now is the Coalition insisting Australia build a nuclear industry…and more importantly, what would it take to create one.

Timestamps

(1:01) - Metal prices are jumping at shadows

(3:55) – There’s no big bang stimulus from China

(7:00) – The two things holding back Australia’s downstream sector

(14:23) – What’s really holding back Australia’s nuclear industry

(20:29) – Funding is hard to secure when China controls price

(25:48) – Seeking quarterly returns is holding back long term investment

(28:51) - The catalyst for change

(31:49) – We need diversity of thinkers, not just how we look

(36:58) – Superfunds aren’t doing enough to drive genuine, innovative change

(40:00) - A drink for each climate

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Cocktails and CommoditiesBy Shae Russell