Plenty to rip through today, starting with the big news out of CATL that lit up lithium markets, followed by the Greatland / Newmont deal.
Next we jumped into IGO’s big strategy day, then we looked at Putin’s comments on commodity markets, before closing off with a chat about Catalyst, De Grey & Astral.
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(0:00:00)Introduction
(0:02:24)CATL light up lithium
(0:14:40)Greatland get the deal done
(0:33:44)What's IGO's new strategy?
(0:50:54)Catalyst eye off 200kozpa
(0:55:11)De Grey set a trend
(0:58:00)Astral on a run