Benjamin speaks about scarcity in the natural resources markets. First, he distinguishes between natural scarcity and artificial scarcity; the former being of the god-created variety, whereas the latter is the result by human consumption. Benjamin uses nickel as an example to illustrate, and speaks about the ways that its metallurgy, specifically with nickel laterite mines, causes artificial scarcity. With reference to the nickel situation in Indonesia, he sees what they are doing as fair business and, since they have no coking coal, the situation will resolve itself.
Benjamin Cox
Managing Director of Oreninc
Prior to founding Oreninc, Mr. Cox served as a senior analyst at the D.E. Shaw Group and as a consultant with the GLG Group, where he worked directly with 15 Wall Street teams in the mining deal space. Currently, he holds the position of Chief Executive Officer of Roche Bay plc, an iron ore mining company with leases in Nunavut, Canada. Mr. Cox is also the Chief Executive Officer and a Director of Aston Bay Holdings Ltd. (TSX-V:BAY), a copper and zinc company with properties in Nunavut, Canada. Mr. Cox has researched and developed business, financial, and shipping models for every major global iron ore project. He is also an expert on mining industry market dynamics and metals, with a focus on raw materials including base metals, iron ore, platinum group metals, and industrial materials such as potash and lithium. Mr. Cox holds a B.S. from Brandeis University and an M.B.A. in Finance from Portland State University.
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