The Assay Podcast  - Where mining meets capital

Fragmentation in Metals Markets: What’s Already Changing?

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.