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Episode 119: John Hempton - Cutting through the uncertainty
Inside the Rope with David Clark
China's Vaccine Isn't as Effective as the Ones That We've Been Taking
In america about a million people have died, whichs, you know, point three of a % of the population. If china lets it run, they're going to get massed et, and it will reflect badly on the administration. The total global nickel supply doesn't look like it changes much at all. And if we go through the russian commodities, it's not obvious either. I mean, australia exports gas but most of the gas we exports on fixed price contracts. There's no real commodity effect there. We've spent a bit of time thinking about battery technology as well. Main reason is that the battery industry is full of frauds.
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