Where Are We in the Commodity Cycle? w/ Rick Rule
Real Vision: Finance & Investing
00:00
The Consequences of Underinvestment in the Supply Side
The oil and gas industry is under-investing in sustaining capital to the extent of about a billion dollars a day, $365 billion a year. We've also seen a historical under-investment really across the spectrum in most commodities. As an example, there's been a real surge in exploration for lithium. But the surge that we've seen in lithium exploration has not been repeated in other critical metals. Things like zinc, things like tin, things like even copper and cobalt are starting to be addressed.
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