Investment fund Engine No. 1, known for its battle with Exxon and recently taking a surprise stake in Vale’s base metals business, is eying more deals in critical minerals.
"The problem is that, in the gold industry, most of the tier one assets remaining are embedded in bad assets. And you can’t unlock them,” Bristow says.
The prominent commodities analyst known for making bold — often bullish — pronouncements has been the face of the Wall Street titan’s commodities research for the better part of three decades.