Amidst BHP’s US$39 billion takeover offer for Anglo American, Todd Warren, Portfolio Manager on Tribeca’s Global Natural Resources strategy, believes that copper is the “crown jewel” that BHP is fighting for.
Todd also highlights BHP’s lack of appetite for Anglo platinum and other Anglo assets with the inability of these assets to fit into BHP’s electrification and decarbonisation journey.
Learn more by watching the video here: CNBC Article
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