Wednesday on INK Ultra Money: Uranium and copper mining in focus

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Today on INK Ultra Money it is all about mining. For those following the uranium space, today Real Vision has a must watch interview with Arthur Hyde, partner and co-portfolio manager at Segra Capital Management. Already, between the time of filming and release of the video, one of Hyde's predictions has already happened. Meanwhile, INK takes a look at Taseko Mines (TKO) which has continued operations through the COVID-19 crisis.

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1. The Uranium catalyst nobody expected - Real Vision

COVID-19 has been a massive disruptor of global supply chains and has already had a huge effect on energy commodity prices. Demand shocks like those seen in the oil market have caused prices to plummet while prices for other commodities are rising as supply chains break down. Arthur Hyde, partner and co-portfolio manager at Segra Capital Management, joins Real Vision to explain why he believes uranium falls squarely in the second camp. Hyde argues that higher uranium prices have been a long time coming and that this crisis could be the spark that finally puts the power back in the hands of producers. He drills down on the unique dynamics of the uranium market, the supply and demand backdrop coming into the crisis, and the way he sees this setup playing out over the next few years and beyond.

 

Supply story is changing

 

2. Taseko avoids a COVID-19 knockout - INK Research

 

Taseko Mines (TKO) has been successful so far at beating COVID-19, but can it handle plunging copper? INK takes a look at how the company is confronting the challenge.

https://www.kaltura.com/p/1851201/thumbnail/entry_id/0_1unlm44i/width/270/153/500/?ks=djJ8MTg1MTIwMXwYOoR9qnFyzLh7z6kAIm95sJwldCD9YZLZxK0h9_lXORlUXNFvoHI9loEvgDeqhq2-55kGCWJZEZLzLIkEnE1-quDEb0buzu086uDKWowh4W7AZeVxvvDsz9k2JS_P_thrpn09ADN8lXOWYFOY9cHE8IPu-8-WesiAA6Fya3as5pTqpoplRTyyTM8ILOJhaTgmYeWEljRMLQiWs2W9eZGvhUqpLE7K3sUmraVUY0mCw3KjxLbTbDdPAJtsuF7eyfs=

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