The Assay Podcast - Where mining meets capital

Fragmentation in Metals Markets: What’s Already Changing?

Powered by 121 Investment Season 1 Episode 2

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0:00 | 31:41

A look at how shifting trade flows, geopolitics and supply chains are already reshaping base metals markets — and what that means for pricing, supply and investment decisions.

Guest Host: Lyndsay Malchuk , Apaton Media

Featuring:

  • Natalie Scott-Gray, Stone-X​
  • Morgan Holmes, Gunvor Group​ ​

Recorded live at 121 Mining Investment London, May 2026.