Junior Miners are Short Philosophical Conviction

Benjamin Cox  |

Benjamin speaks on philosophies in the natural now: everyone’s lack of a basic philosophical belief. They have no reason for what they are doing. People also need to understand demand and supply constraints in a metal. Benjamin uses salt as an example of a resource that has huge demand, but also huge supply, thus making it less valuable. The ideal state of a commodity's pipeline project should also be factored into a philosophy, along with metals that are going to be shut down in the foreseeable future. Benjamin uses zinc as an example of this, since 10% of the global zinc supply will be offline in the next 4-5 years.

 

 

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