CEO of Strategic Resources (TSXV: SR) Sean Cleary lays out the market dynamics, supply-demand fundamentals, and investment thesis for the steel industry, including iron, pig iron, and green steel inputs. Sean notes how rapidly steel manufacturing is undergoing a fundamental change with long term implications, and how Strategic Resources is positioned to capitalize on this transformation. Strategic Resources Website: https://strategic-res.com Follow Strategic Resources on X: https://x.com/StrategicRes Disclaimer: Commodity Culture was compensated by Strategic Resources for producing this interview. Jesse Day is not a shareholder of Strategic Resources. Nothing contained in this video is to be construed as investment advice, do your own due diligence. Follow Jesse Day on X: https://twitter.com/jessebday 00:00 Introduction 00:27 Iron Industry Overview 03:43 Iron and Green Steel Market Dynamics 08:21 Vanadium Market 13:00 Chinese Export Restrictions 17:41 Overview of Strategic Resources 23:41 Cooperation With Quebec Government 27:08 Supply and Offtake Agreements 30:04 Final Words on Strategic Resources