Episode 3: Dwight Anderson – Commodity Cycles, Capital Duration, and the Critical Minerals Race

For Episode 3 of Barrels to Bytes, Ben Dell, Lloyd Byrne, and John Ordway are joined by Dwight Anderson, Founder and Managing Partner of Ospraie Management.The series brings together perspectives from private equity, the sell side, and the buy side to debate the forces shaping energy and commodity markets today.This episode covers everything from: what long-duration capital can do that short-term, catalyst-driven money can't; why the disconnect between commodity fundamentals and equity valuations keeps widening; whether the US should be mothballing refineries and stockpiling critical minerals as strategic insurance; how drone warfare is reshaping rare-earth demand and exposing America's downstream gap; and which three figures from history Dwight would want at his dinner table!