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Podcast: Company Interviews
Episode: Scarcity, Politics, and Processing: The New Rules of Mining Investment
Description: Recording date: 25th November 2025Derek Mcpherson and Sam Pelaez of Olive Resource Capital highlight critical developments reshaping mining investment, with asset scarcity and supply chain vulnerabilities emerging as defining challenges for the sector.The ongoing Anglo American situation exemplifies limited growth options for major miners. Despite BHP quickly dismissing weekend speculation about a renewed bid, the December 9th shareholder vote underscores how few tier-one assets exist that can materially impact large producers' portfolios. Pelaez notes these critical assets remain concentrated among major companies like Teck, Anglo, and Glencore, with many already partnered on world-scale Chilean...