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.
MacroVoices Erik Townsend and Patrick Ceresna welcome Evergreen Gavekal's David Hay to the show to give us an update on the Greenflation trend, talk in detail about the formative global energy crisis and where it’s headed, and also discuss equities and precious metals. https://bit.ly/3d0T6tv
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