Paulo Macro on the Diffusion of the Global Commodity Market
Paulo Macro, an experienced trader and investor, discusses his background and career in the finance industry. He shares insights on the commodities space, including metals, mining, energy, and agriculture. Paulo believes that the demand for commodities is becoming more diffuse, with emerging markets like India and Indonesia approaching a tipping point of per capita growth. He suggests that supply underinvestment over the past decade, coupled with emerging demand, could lead to a potential supercycle in commodities. Paulo also highlights the importance of reallocating capital towards projects that are needed for future growth. The conversation covers various topics related to geopolitics, resource development, and investment strategies in the context of South and Southeast Asia, Latin America, and the copper market. The discussion touches on the missed opportunities of the Trans-Pacific Partnership under President Obama, the shift towards multipolarity in the global landscape, the potential for M&A activity in the copper sector, and the importance of jurisdictional risk in resource development.
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Arizona Sonoran Copper Company (ASCU:TSX) is focused on developing its brownfield copper project on private land in Arizona. The Cactus Mine Project is located less than an hour's drive from the Phoenix International airport. Grid power and the Union Pacific Rail line situated at the base of the Cactus Project main road. With permitted water access, a streamlined permitting framework and infrastructure already in place, ASCU's Cactus Mine Project is a lower risk copper development project in the infrastructure-rich heartland of Arizona.For more information, please visit www.arizonasonoran.com.
Fireweed Metals is advancing 3 different projects within the Yukon and Northwest Territories, including the flagship Macmillan Pass Project, a large zinc-lead-silver deposit and the Mactung Project, one of the largest and highest-grade tungsten deposits in the world. Fireweed plans to advance these projects through exploration, resource definition, metallurgy, engineering, economic studies and collaboration with indigenous people on the path to production. For more information please visit fireweedmetals.com.
Vizsla Silver is focused on becoming one of the world’s largest single-asset silver producers through the exploration and development of the 100% owned Panuco-Copala silver-gold district in Sinaloa, Mexico. The company consolidated this historic district in 2019 and has now completed over 325,000 meters of drilling. The company has the world's largest, undeveloped high-grade silver resource. Learn more at https://vizslasilvercorp.com/
Victoria Gold operates the Eagle Gold Mine within the Dublin Gulch Property. Eagle is the largest gold mine in Yukon's long history of gold production. In addition to the long-life Eagle Gold Mine, the Dublin Gulch property has upsized exploration potential including priority targets Raven and Lynx among others. Follow all the gold production and exploration news at vgcx.com.
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