Could the rising demand for critical minerals reshape Australia’s commodities sector? In this month’s episode, Paul explores the concept of the “green premium” and its implications for Australian commodities in light of changes to the US’s Inflation Reduction Act and regulation in the EU. We also analyse the recent RBA rate rise and whether this changes his outlook for a domestic recession. Got questions for Paul? Email us at [email protected] This episode was recorded 7 June 2023. Read our full disclaimer. Find out more about the Fidelity Australian Equities Fund Get the latest insights from FidelitySee omnystudio.com/listener for privacy information.

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