Lost in Spaces
The Business Brew
00:00
Are European Steel Names of Interest?
European steel is of more interest to me, just because they're further along the path of figuring out how to decarbonize the business that they're in. Lithium has gone crazy, but there's so little supply a relative to demand. That's sort of like present demand, or reasonable expectations based on what car companis say they're going to produce.
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