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The Bottleneck in the Energy Transition
The biggest misconception is that we can do this without mining. Wall Street has raised over $100 billion for electric vehicles and batteries, but not a comparable amount of investment in the mining space to address it. When I look at where the investment is taking place, it's not necessarily in the cleanest jurisdictions. It means that they are willing to pay for cleaner sources of mining. To me, suggests that the product the automobile industry has is no longer a car, but it's a clean, environmentally palatable solution to transportation. That's a complete transformation.