Investec Investec Focus Radio SA

The Current | Ep 3 | Unearthing opportunities in mining

Loading player...
Investec's Quentin Allison, Ayan Ghosh and Fanele Mondi, CEO of the Energy Intensive Users Group, examine the crucial role of the mining sector in the energy transition, with a focus on the growing need for so-called "clean minerals" which South Africa has in abundance.

00:00 Intro
02:37 The energy trilemma
04:53 Just transition and how to manage the loss of jobs from coal mining
07:00 Energy transition happening at a slow pace
08:09 The promise of Platinum Group Metals (PGMs)
10:56 Investec's Commodity Hedging and Working Capital Solutions
11:20 How clean are PGMs, really?
12:19 EVs are eating PGM's lunch
13:15 PGMs are vital in hydrogen fuel energy
16:27 South Africa's potential as a leader in the hydrogen economy
20:58 Other clean metals in the green energy transition
21:14 Nuclear energy in SA's energy mix
23:34 Will the hydrogen economy be a game changer for SA?

This episode was brought to you by Investec Corporate and Institutional Banking. The Commodity Hedging and Working Capital Solutions team identifies opportunities and structures investment alternatives across traditional commodity assets and exciting frontier markets like regulated carbon allowances.

Learn more: https://www.investec.com/en_za/investec-for-institutions/commodities.html
26 Mar 2024 English South Africa Business · Investing

Other recent episodes

Macro Monday Ep124: AI capex and competition concerns weigh on stock markets

Increased competition among LLMs and uncertainty about the return on investment on AI capex are all weighing on the market performance on momentum stocks, such as semiconductor firms. Chris Holdsworth, Global Chief Investment Officer, Investec Investment Management, looks at some of the dynamics in global stock markets.
20 Jul 8 min

NOW Ep 131: South Africa’s consumer crunch

Are South African consumers past the worst of the fuel shock? Household budgets have been hit by higher fuel prices, rising inflation and pressure on real wages. But fuel prices are starting to fall. The risk is timing. Will relief arrive before households are forced to cut back further? Host…
14 Jul 24 min

Everything Counts | Episode 51: Managing global travel disruption

In this episode of Everything Counts, we unpack the real-world impact of geopolitical tension on global travel, from grounded flights and closed airspace to the human stories behind stranded passengers. What happens behind the scenes when airlines, advisors, and entire systems are forced to respond in real time? Host Motheo…
14 Jul 29 min

Macro Monday Ep123: Headwinds and tailwinds for global growth

Global GDP growth looks set to be around 3% this year, as the global economy deals with headwinds from a supply shock because of the war with Iran and tailwinds from artificial intelligence spending, says Chris Holdsworth, Chief Investment Strategist, at Investec Wealth & Investment International. While US and Chinese…
13 Jul 9 min

Macro Monday Ep122: Markets have a good first half of the year

Despite the war in the Gulf, the last six months have been good for global equities. While the US market’s performance has been in line with the overall global performance, the standout has been South Korea, which, says Chris Holdsworth, Chief Investment Strategist, at Investec Wealth & Investment International, has…
6 Jul 9 min
All episodes