Today’s podcast episode features the excellent Ozeco of Crack The Market. Ozeco requested to remain anonymous, which is why the video is a blank video. This is more of a conversation rather than a Q&A, and focuses on electrification, AI and which commodities stand to benefit the most from this ongoing energy transition.
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NB - Recorded on Monday 23rd February 2026 PM
Contact Information & Articles and Videos of Note
You can find Ozeco on Substack at Crack The Market!
We recently worked together on an excellent Uranium Deep Dive. You can read that below.
Copper – Analysis - IEA. This link will also lead you to data on Lithium, Cobalt, Nickel, Graphite and Rare Earth Elements.
The World Platinum Investment Council also do a Quarterly Review. It is free and worth subscribing too.
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DISCLAIMER: Nothing in this podcast/video should be construed as financial or investment advice. All content is provided for educational and informational purposes only. The views expressed are solely those of the author and do not constitute investment advice, a recommendation, or a solicitation to buy or sell any financial instruments. Always do your own research and consult with a qualified financial advisor before making investment decisions.
