We gained an insight to Clyde’s research on global commodities in the near term, with special focus on China and the transition to renewables and associated battery minerals supply risks.
Clyde outlines the impacts on natural resources from Russia’s war in Ukraine, China’s renewables build-out and bottlenecks in supply-chains and shipping adding to the squeeze.
We learn how mineral resource projects in Africa are becoming increasingly important and indeed competed over by both western and Chinese interests.
Website: www.reuters.com
Guest:
Clyde Russell, Commodities Analyst, Thomson Reuters