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Iron Ore Top Dogs Argue About Who is #1

Iron Ore Top Dogs Argue About Who is #1

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This week, we hit the Fin’s Mining Summit and rubbedshoulders with the who’s who of Australia’s mining elite.

We decide to break down the big themes everyone’s debating — who’s really top dog in iron ore, which miners should do a copper deal, how to make Australia #1 in mining as well as plenty of cracking one-liners.

Plus, Adriatic Metals lit up the market after revealing talkswith Dundee Precious, so naturally, we ripped into who likely leaked it, why, and what will come next.

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TIMESTAMPS

(00:00) Introduction

(00:52) Hot Takes from the Mining Summit

(04:49) BHP vs FMG showdown

(06:32) John Welborn Jokes and g eopolitical risk

(10:47) Why the room stops when Jake Klein talks

(12:40) The case for M&A

(16:09) Are copper plays cheap?

(19:49) Lynas crack China with first heavy RE production

(22:14) How to make Australia #1

(28:31) Adriatic and Dundee Precious Metals deal talk

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PARTNERS

Thank you to the mining services businesses that make thiscontent possible:

Mineral Mining Services⁠ – Your preferred mining contractor - 1300 546 117

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Sandvik Ground Support⁠ – The only ground supportyou’ll ever need

CRE Insurance⁠ – Insurance Brokers for the construction, resources and energy sectors | davidh@creinsurance.com.au +61 2 9493 6100

K-Drill – Safe, reliable, and productive surface RC drilling | Ryan O'Sullivan: ryan@k-drill.com.au +61 427 783 190

KCA Site Services – Workforce and equipment solutions for mining and civil projects | admin@kcasiteservices.com.au 1300 143 947

Black Diamond Drilling Services⁠ – Drilling consumables supplier for the mining industry support@bddrill.com.au +61 450 944 489

Cross Boundary Energy⁠ – Independent power producer for the global mining industry | tim.taylor@crossboundary.com +61 466 184 943

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DISCLAIMER

All information in this podcast is for education and entertainment purposes only and is of general nature only. Please ensure you read our ⁠full disclaimer⁠.

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