Marin Katusa: Copper, Uranium & the EV Revolution
Macro Voices - Un podcast de Hedge Fund Manager Erik Townsend - Les jeudis
Catégories:
Erik Townsend and Patrick Ceresna welcome Marin Katusa to the show. They discuss uranium exports to from Russia to the U.S. and what options does the US have for new uranium sources? They further explore electric vehicles and why they’ll be a dominant trend over the coming years and why copper is a key component in playing the EV trend. They discuss if copper is a sole source material for EV or is there an alternative?
