Matt Badiali, Editor of The New Energy Investor published under Mangrove Investor, joins us to discuss the complexities surrounding the supply and demand of critical minerals. The conversation delves into the increasing demand driven by industries such as EVs, AI, and solar panels, contrasted with the slow response in mining supply due to outdated systems and social challenges related to mining.
Matt examines the future implications for mineral prices, drawing parallels to past oil market behaviors, and highlights potential investment opportunities in critical minerals, especially in companies with significant deposits and those represented in ETFs.
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