⏱ Timestamp:
1:12 – Uranium
Market fatigue, utility under-contracting, and the case for uranium bulls.
8:11 – PGMs (Platinum Group Metals)
Platinum and palladium discussion tied to supply chains and industrial demand.
17:20 – Lithium
Discussion of lithium sentiment, volatility, and comparison with uranium and copper.
21:20 – Nam Cheong / Offshore
Offshore oil, …
