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The Future: Markets, AI & Climate Change with Jeremy Grantham

WEALTHTRACK

CHAPTER

Where Are the Bottlenecks and the Areas That Would Be Attractive to Invest In?

Grantham Foundation has invested in extracting lithium at two or three times the efficiency from brine. Lithium is a thousand times more plentiful than sodium ion and that's the kind of tilting you have to do, he says. Copper and nickel are very scarce - they're 0.006 percent available on Earth. You better make sure everything is made of iron and aluminum if you mean to be successful," Grantham adds.

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