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Fastmarkets Fast Forward podcastAuthor: Fastmarkets
Fast Forward is your ultimate podcast for all things critical minerals and battery raw materials. Were your go-to experts as we look at whats ahead in this ever-changing landscape. Hosted by Andrea Hotter, who has a rich background in energy and commodities reporting, including writing for the Wall Street Journal and the Dow Jones. Language: en Genres: Business, Business News, Investing, News Contact email: Get it Feed URL: Get it iTunes ID: Get it Trailer: |
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Copper, chaos and contrarian thinking with David Lilley, Drakewood Capital management
Episode 19
Tuesday, 24 February, 2026
In this episode of Fast Forward, host Andrea Hotter dives deep into the unpredictable world of copper markets with industry veteran David Lilley of Drakewood Capital Management. Together, they explore how copper has shifted from a supply-and-demand-driven commodity to one influenced by fear, forward expectations and geopolitical tensions. Discover why raw materials like copper could become the ultimate constraint in an AI-powered world, overshadowing manufacturing capabilities. From the impact of deglobalization and strategic stockpiling to the rise of electronic waste recycling, this episode unpacks the challenges and opportunities shaping the future of critical minerals. This conversation is a must-listen for anyone navigating the complexities of the global commodities landscape. Tune in to learn why "fear has become a fundamental" and how copper could define the next decade of innovation and resilience. Fastmarkets is your source of critical minerals and battery raw materials market analysis, forecasting and price data, keeping you ahead of the competition. To discover more about our products visit https://www.fastmarkets.com/podcast/
