Capital Ideas Podcast cover image

Rob Lovelace on the year ahead (2026 edition)

Capital Ideas Podcast

00:00

Commodities: Cycles and Metals Drivers

Rob explains ten-year mining cycles, drivers for base, rare earth and precious metals, and onshoring pressures for supplies.

Play episode from 28:50
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app