3min chapter

Forward Guidance cover image

Consequences of Russia's Invasion of Ukraine with Jacob Shapiro

Forward Guidance

CHAPTER

The Rise of Palladium in the US Mining Industry

The US mining industry is going to radically transform here over the next five to ten years. We're going from a unipolar world where the United States was the dominant power to a multi-polar world. How bad it gets really is going to be determined by how bad things get at least in this opening salva between Russia and Ukraine. The reason markets are sharply down is because that doesn't happen overnight.

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