War, oil, and mining: How Middle East instability is redrawing the commodity map

In this episode of Mining Weekly, investment master Peter Major joins Alec Hogg to dissect a volatile resources landscape. Major argues that while geopolitical strikes rattle markets, gold’s strength stems from central bank demand rather than just conflict. He offers a "stock picker’s" perspective on the PGM recovery, copper’s overvaluation, and why he’s eyeing pullbacks in Afrimat and Orion Minerals while remaining cautious on a fully rerated Anglo American.