Christopher Ecclestone analyzes the Impact of the Russian Invasion of Ukraine on the Global Resources Markets


In a recent InvestorIntel interview, Tracy Weslosky spoke with Christopher Ecclestone, Principal and Mining Strategist at Hallgarten & Company about the impact of the Russian invasion of Ukraine on the resource market.

In this InvestorIntel interview, which may also be viewed on YouTube (click here to subscribe to the InvestorIntel Channel), Christopher Ecclestone pointed out that Russia produces a lot of minerals and metals, but that it is a key producer of critical metals like nickel, cobalt, platinum and palladium. Explaining how Russia is currently being cut off from global markets, he went on to highlight the disruptions in platinum and palladium supply given that Russia is among the largest producers of those metals. Christopher went on to discuss the impact of the European conflict on the rare earths sector and on the Canadian resource companies with Russian investment.

To watch the full interview, click here.

About Hallgarten & Company

Hallgarten & Company was founded in 2003 by the former partners of a well-known economic think-tank. Their output encompasses top-down and bottom-up research from a Classical Economic (Austrian School) perspective. Over the years, the team has successfully picked trends using macroeconomic underpinnings to guide investors through the treacherous waters of the markets. It was only natural, in light of the focus of Classical Economics upon the “real value” of monetary assets that the firm’s strengths should ultimately have become evident in resources sectors and projections of commodity trends.

Hallgarten & Company has advised and managed portfolios of offshore and onshore hedge funds.

Hallgarten also provides consultancy services on Latin American economic, politics and corporate matters including the production of bespoke research.

Hallgarten research is now available on Bloomberg and FactSet.

To learn more about Hallgarten & Company, click here

Disclaimer: The author of this Investor.News post, which is published by InvestorNews Inc., may or may not be a shareholder of any of the companies mentioned in this column. No company mentioned has sponsored or paid for this content on Investor.News, and InvestorNews Inc. does not accept opt-in payments from advertisers. While InvestorNews Inc. provides digital media services like video interviews and podcasts to advertisers, not all are paid promotions. Any sponsored video interview will be clearly marked in the summary. The author of this piece is not a licensed investment advisor and makes no recommendations to buy, sell, or hold any securities. If the author holds an investment advisor license, this will be stated in their biography. Conduct your own due diligence by reviewing public documents of any company. For our full legal notices and disclaimers, click here click here.

2 responses

  1. Marie Avatar

    Tracy, You have so many wonderful guests-don’t know why, but I just can’t listen to this guy. Find him unpleasant to listen to and I have no confidence in his knowledge.

    1. Tracy Weslosky Avatar
      Tracy Weslosky

      Marie – you have always been such an excellent commentator, allow me to weigh in. I have known Christopher Ecclestone many years, and he does have a way of communicating which is not everyone’s cup of tea. This said, he is knowledgeable, bright, and is worth listening to. For the record, I do NOT always agree with Christopher nor does he with me. This said, he is a helluva writer and he has at least 30,000 billable hours of life invested into our sector. Something I have recently forced myself to do is to —- not make decisions on people I find likeable and have started paying attention to the less likeable ones (smile). You know why? Because when I look back on the people who were ‘less fun’ — well it was the self-disciplined nearly crazed perfectionists that were demanding and often times unpleasant that have outperformed the more popular ones. Now the perfect storm is when a person can be both. Thanks for weighing in, and for the record, Mr Ecclestone can at times….be charming and even a bit entertaining!

Leave a Reply

Your email address will not be published. Required fields are marked *