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Ernest Scheyder: The War Below (Lithium, Copper, and Critical Minerals)

Value Hive Podcast

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Metals and Minerals in the Energy Transition

This chapter explores the significance of metals and minerals like lithium, copper, nickel, cobalt, and rare earth elements in the energy transition. It discusses the vulnerability of different metals to supply shocks, the importance of regional production, and the potential impact of domesticating the supply chain. The chapter also delves into ethical considerations, premium pricing for ethically sourced metals, and the geopolitical aspects of critical minerals.

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