In this episode we discuss fears that the energy transition is struggling, gold, uranium and the return of supply issues. (12 min).
Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/OUZ5Rk1iVERkZDN2Zmtxa2tvT0lpTk12UEhmMEtJNzluT09rNUdTNGQyZThzeURJQUlqUkpydS9FUkpsRWFudnNONDRuNm1DQ2VaRFJFcVNHOWhiNlE9PQ2.PDF
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