Podcast: Falling demand offsetting supply deficits, ft Global X’s Rohan Reddy on China, metals and oil

Global X director of research Rohan Reddy.

This week’s episode features Global X Director of Research Rohan Reddy, who joins host Adrian Pocobelli to discuss macroeconomic factors impacting the metals markets. Reddy delves into the fundamentals of uranium, nickel, copper, and oil, and notes how declining demand out of China is offsetting lower supplies of metals such as copper. He also explains why conflict in the Red Sea is creating uncertainty in the oil market.

All this and more with host Adrian Pocobelli.

In this week’s CEO Spotlight, we feature the second of three interviews with FM Global about the importance of investing in resilience. In this episode, Neil M. Chaudhuri, OVP, Operations Chief Engineer, discusses how the shift towards renewable energy is impacting the mining sector risk.fmglobal.com/mining

Music Credits

“Rattlesnake Railroad”, “Big Western Sky”, “Western Adventure” and “Battle on the Western Frontier” by Brett Van Donsel (www.incompetech.com).

Licensed under Creative Commons: By Attribution 4.0 License

creativecommons.org/licenses/by/4.0

Apple Podcasts: https://podcasts.apple.com/ca/podcast/the-northern-miner-podcast/id1099281201

Spotify: https://open.spotify.com/show/78lyjMTRlRwZxQwz2fwQ4K

YouTube: https://www.youtube.com/@NorthernMiner

Soundcloud: https://soundcloud.com/northern-miner

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1 Comment on "Podcast: Falling demand offsetting supply deficits, ft Global X’s Rohan Reddy on China, metals and oil"

  1. Hi there – is a transcript for the podcast available?
    Thanks!

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