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Zinc Chaos, Hydrogen Revolution & Asteroid Mining: Peru's Strike Fallout, Zimbabwe's Platinum Grab, and Space's New Frontier (05/03/25)
Host Logan Ore dissects March 5th’s tectonic shifts:
- Zinc Supply Meltdown: How Peru’s strike threatens global construction and EVs—and why the LME is sweating.
- Fortescue’s Hydrogen Gamble: Can green hydrogen kill diesel? Rivals race to adapt or collapse.
- Zimbabwe’s Platinum Nationalization: PGMs spike as Mnangagwa plays hardball—will China cash in?
- AstroForge’s Asteroid Coup: Space mining’s $200M haul sparks a regulatory race—and auto industry frenzy.
Keywords: Zinc supply crisis 2025, Fortescue green hydrogen, Zimbabwe platinum nationalization, AstroForge asteroid mining, LME emergency meeting, PGMs price surge.
Sources: Antamina Mine press release, Fortescue Metals announcement, Zimbabwe Mining Ministry, AstroForge mission update, CRU Group analysis.
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Host Logan Ore dissects March 5th’s tectonic shifts:
- Zinc Supply Meltdown: How Peru’s strike threatens global construction and EVs—and why the LME is sweating.
- Fortescue’s Hydrogen Gamble: Can green hydrogen kill diesel? Rivals race to adapt or collapse.
- Zimbabwe’s Platinum Nationalization: PGMs spike as Mnangagwa plays hardball—will China cash in?
- AstroForge’s Asteroid Coup: Space mining’s $200M haul sparks a regulatory race—and auto industry frenzy.
Keywords: Zinc supply crisis 2025, Fortescue green hydrogen, Zimbabwe platinum nationalization, AstroForge asteroid mining, LME emergency meeting, PGMs price surge.
Sources: Antamina Mine press release, Fortescue Metals announcement, Zimbabwe Mining Ministry, AstroForge mission update, CRU Group analysis.