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by CPAL
Critical minerals are reshaping markets, industries, and geopolitics, but the real stories are often behind the headlines. On The Record, a fortnightly podcast hosted by Andrea Hotter, Head of Editorial and Markets Intelligence at CPAL, goes behind the deals, decisions and market turning points shaping the critical minerals world. Expect candid conversations, market insights, and personal perspectives from the people at the heart of it all. The deals. The drama. The people behind the critical minerals story.
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When Alcoa became a standalone company in 2016, Bill Oplinger was its CFO. Nearly a decade later, as CEO, he’s marking its 10th anniversary with a bold bet of his own: pursuing South32’s aluminium assets in a deal that would boost production capacity by around 50%. Bill takes us inside Alcoa’s evolution since the split: the businesses it considered and ruled out, Guinea’s ambitions to move downstream, and the growing competition between aluminium smelters and data centres for affordable powe...
In 2006, a mining “minnow” made a bet so audacious it changed the industry: Freeport-McMoRan moved to swallow Phelps Dodge, a company nearly twice its size. Richard Adkerson, Freeport Chairman, takes us inside the deal that followed: the odd negotiating location, the culture clash, the surprises, and the commodities crash that put the newly combined company to the test. How do you pull off a deal that big, and survive it? Adkerson tells the story.
Critical minerals are reshaping markets, industries, and geopolitics, but the real stories are often behind the headlines. On The Record, a fortnightly podcast hosted by Andrea Hotter, Head of Editorial and Markets Intelligence at CPAL, goes behind the deals, decisions and market turning points shaping the critical minerals world. Expect candid conversations, market insights, and personal perspectives from the people at the heart of it all. The deals. The drama. The people behind the critical minerals story.
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