About this episode
Today’s episode is the 2024 finale, with a don of the industry, Peter Ker.
Pete has covered the resources sector for the AFR for well over a decade, which makes him the perfect guest for a discussion covering the topics that have dominated the headlines over 2024, from BHP’s tilt at Anglo, to governance debates at the major miners as well as permitting controversies and government handouts in the rare earths space.
A massive thank you to all the Money Miners out there who made 2024 a cracking year!
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(0:00:00)Introduction
(0:01:20)2024 surprises
(0:03:16)Twiggy back in focus
(0:05:55)Rio's Lithium bet
(0:15:22)Traditional owners and heritage issues
(0:24:08)Envinronmental laws
(0:31:04)Glencore's coal approach
(0:35:14)Jabiluka and uranium
(0:46:00)BHP in review
(0:52:07)South32 potentially claiming some BHP spit-outs
(0:56:32)Newmont
(0:58:49)Competition for De Grey?
(1:00:30)Big stock moves
(1:05:11)The Iluka/Eneabba analogy
(1:12:29)Out there predictions for 2025
(1:22:52)Quickfire for 2025
(1:28:50)Pete's mining rock band names
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