In it to Win it Met Coal & Nickel—The Next Big Plays? Warren Irwin's Market Insights ~ Vancouver Resource Investment Conference
Welcome to 'In It to Win It' with Steve Barton! Steve interviews Warren Irwin. Warren Irwin is the President of Rosseau Asset Management, returns to the Vancouver Resource Investment Conference (VRIC) for a deep dive into the current uranium market, the role of speculators, and the future of mining investments. Two years ago, Irwin warned against the overhype in uranium stocks, and he was 100% right! Now, he shares what's next for uranium, NextGen Energy, and the hidden supply flooding the market.
Warren breaks down the real drivers of uranium prices, the challenges facing new projects, and whether we're nearing a supply crunch or price collapse. He also reveals why MetCoal and nickel might be the best contrarian plays right now
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Connect with Warren Irwin! Website: https://www.rosseau.com
Twitter (X): https://x.com/itswarrenirwin
Vancouver Resource Investment Conference
VIRC Companies: https://cambridgehouse.com/vancouver-resource-investment-conference
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Chapters
00:00 Welcome and intro at VRIC 2024 01:06 Uranium market overview and speculative impact 03:27 Discussion on hidden uranium supply 04:45 NextGen Energy analysis and concerns 06:48 Long-term outlook for uranium supply 10:21 Met Coal market insights and future outlook 12:21 Nickel market challenges and opportunities 17:07 Environmental impact of Indonesian nickel mining 17:59 Final thoughts on commodities and market cycles
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