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Market Intel from a Commodity Trader & China Analyst

Market Intel from a Commodity Trader & China Analyst

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 Commodity trader Bentley Attebery and China macro analyst Rogan Quinn join us for a unique conversation. The pair delve into the current dynamics of commodity markets, particularly focusing on China's economic activities and their impacts on metals, property, and renewable markets. They explore China's cyclical stabilisation, the state of the real estate market, US tariffs' effects on global trade, as well as niche metals and newer commodities.This interview was recorded on 13 May 2025.Timestamps (00:00) Introduction (01:54) China's Economic Landscape (04:39) Real Estate Market Insights (11:31) Steel and Iron Ore Market Analysis (16:22) West African Mining Developments (29:40) Electrification and Renewable Energy in China (41:16) Market Dynamics and Lithium Prices (41:44) Battery Energy Storage in North America (43:17) China's Shift in Battery Chemistry (44:14) Challenges in Lithium Trading (47:28) Sodium vs. Lithium Batteries (51:51) Direct Lithium Extraction (DLE) (53:27) Lithium Sulfate Monohydrate (55:33) Tantalum and Niobium Markets (01:01:24) Tin Market and Supply Disruptions (01:08:38) Copper Market and Tariff Impacts (01:17:46) Global Trade and Economic Implications Join 12k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining PartnersThank you to the mining services businesses that make this content possible: Mineral Mining Services – Your preferred mining contractor - 1300 546 117 Grounded - Infrastructure for remote mining and civil projects Australia wide | Paul Natoli: pn@groundedgroup.com.au Sandvik Ground Support – The only ground support you’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 Follow and connect with us• YouTube: @MoneyofMine • Twitter / X: @moneyofminepod • LinkedIn | Instagram | Facebook• Travis Ricciardo: @TRAVmoneyofmine⁠• Jonas Dorling: @JDmoneyofmine⁠• Email us Word on the Decline: gc@moneyofmine.comJoin the group chat• Step 1: Join the Money Miners Facebook Group• Step 2: Request access to the HOOTEROO chatDisclaimerAll 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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