The Steel Industry is Changing Fast - Here's What You Need to Know
Автор: Commodity Culture
Загружено: 2025-01-13
Просмотров: 3540
CEO of Strategic Resources (TSXV: SR) Sean Cleary lays out the market dynamics, supply-demand fundamentals, and investment thesis for the steel industry, including iron, pig iron, and green steel inputs. Sean notes how rapidly steel manufacturing is undergoing a fundamental change with long term implications, and how Strategic Resources is positioned to capitalize on this transformation.
Strategic Resources Website: https://strategic-res.com
Follow Strategic Resources on X: https://x.com/StrategicRes
Disclaimer: Commodity Culture was compensated by Strategic Resources for producing this interview. Jesse Day is not a shareholder of Strategic Resources. Nothing contained in this video is to be construed as investment advice, do your own due diligence.
Follow Jesse Day on X: / jessebday
00:00 Introduction
00:27 Iron Industry Overview
03:43 Iron and Green Steel Market Dynamics
08:21 Vanadium Market
13:00 Chinese Export Restrictions
17:41 Overview of Strategic Resources
23:41 Cooperation With Quebec Government
27:08 Supply and Offtake Agreements
30:04 Final Words on Strategic Resources
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