MacroVoices #335 David Hay: Why US Energy Prices Can Rise Even In Recession
Macro Voices
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Are You Investing in Scarcity?
Energy and rare earth minerals are essential for the great green energy transition. Almost all roads lead to china, who controls most of these critical materials. China has more lax environmental controls than other jurisdictions. We have political tension with china at a time when our green Transition is very much dependent on those rare earth elements that come mostly from china.
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