Rusty Returns: Why Now Is Time To Seriously Discuss Price Bifurcation (Part 1)

Russell “Rusty” Delroy of Nero Resource Fund returns to chat with us and today he’s got an intriguing topic he wants to put under the spotlight. Mining companies are focused on costs and production, the “controllables”. Rusty is here to advocate an alternative value-lever for mining companies that doesn’t get taken very seriously by industry participants at the moment: higher prices for metals production based on the manner and location in which it is produced. Call it bifurcation or a “green...