He has a masters in theoretical physics. He ran corporate finance for Anglo American. He has advised the Treasury. He has mapped the copper cycle over 246 years. He has plotted the monthly price movements of every metal on the LME since 1989. And he has built a data room using live satellite images to monitor iron ore cargoes at every major port in the world, to track weekly shipments, rather than wait for companies to report quarterly figures. Is Bernstein analyst Paul Gait the biggest brain in mining?
Here are some of the questions (and answers) floating around his mind: