In this episode of Fast Forward, Andrea Hotter sits down with Sir Mick Davis, former CEO of Xstrata and founder of Vision Blue Resources, to explore the paradox of mining finance. Despite unprecedented demand for critical minerals to fuel the energy transition, the rising cost of capital and complex risk landscape are stifling growth. From geopolitical challenges to permitting hurdles and the moral hazard of mining investment, Sir Mick shares his unique insights on the structural shifts reshaping the industry.  

Tune in for a deep dive into the future of mining, capital allocation and the urgent need for strategic action. Fastmarkets is your source of critical minerals and battery raw materials market analysis, forecasting and price data, keeping you ahead of the competition. To discover more about our products visit https://www.fastmarkets.com/podcast/