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commodity markets

3 statements across 3 episodes · 0 bullish · 2 bearish · 3 people on the record · first statement Jan 18, 2022 by Ari Lipman · across every show →

Everything said about commodity markets, oldest first

Jan 18, 2022 negative
Insight
Ari Lipman: Low-value commodities present severe market entry hurdles for biotech
“If you're making something that's super low value it's pretty hard to break into a new market.”
Ari Lipman Jan 18, 2022 ▶ 7:58 Microbes, meat and materials: biotech meets climatetech
Dec 21, 2023 neutral
Insight
Yeh: Many decarbonization markets rely on spot pricing over long-term contracts
“Many markets that need to be carbonized Don't work on long-term contracts. They're spot. They're merchant, right?”
David Yeh Dec 21, 2023 ▶ 36:07 Financing first-of-a-kind climate assets
Jan 2, 2025 negative
Opinion
Kann: Commodity markets are notoriously bad for venture capital investing
“I mean, they're notoriously bad from a venture investment standpoint, of course, but just from an interest standpoint, I don't know.”
Shayle Kann Jan 2, 2025 ▶ 1:58 Lithium’s wild ride
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