2334: Mining Matters: This commodity cycle will be bigger than 2002-2007 episode artwork

EPISODE · Mar 10, 2026 · 30 MIN

2334: Mining Matters: This commodity cycle will be bigger than 2002-2007

from The Vox Markets Podcast · host Vox Markets Podcast

Watch on YoutubeMark Thompson is an experienced mining investor and commodities trader who formerly worked with Trafigura and is now heading up VSA Capital as non-executive chairman and Tamar Minerals as chief executive. He also recently took a 20% stake in VSA, as he explains in this wide-ranging conversation, because he is bullish that the London mining scene is poised to make a comeback. Part of that call also involves the recent listing of Tamar Minerals in London, a company which has legacy assets in Australia, but which will now focus on assets in Cornwall and Devon. Mark tells us why the opportunity at the Wheal Vor project is so compelling, and discusses just how much tin there might still be left in Cornwall. Is a bull market underway? - yes, but not all commodities are equal. Mark ends the chat talking up tungsten.

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2334: Mining Matters: This commodity cycle will be bigger than 2002-2007

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This episode was published on March 10, 2026.

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Watch on YoutubeMark Thompson is an experienced mining investor and commodities trader who formerly worked with Trafigura and is now heading up VSA Capital as non-executive chairman and Tamar Minerals as chief executive. He also recently took a 20%...

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