The Kyle Bass Interviews - If We Don't Get it Right, the Consequences are Dire
Real Vision: Finance & Investing
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Is It Impossible to Hit the 2030 Targets?
If the global extractive capacity of graphite has to go up 400 percent, and it's never gone up more than 100 percent in the history of the world in a 10-year period, then the 2030 targets are not going to be hit. And I use graphite as an example. Then you say copper, silicon, manganese, chromium, nickel, all of those things that go into those wind turbines or electric vehicles. If we're going to electrify everything from the car to, you know, you name it, then we’re going to have to transport that electricity around. Our system is so antiquated in the West, in the West being Europe,
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