⚠️ CRITICAL MINERALS: THE HIDDEN SUPPLY GAP

The world may have more mining capacity on paper than it can actually rely on.

In this podcast,

We examine the growing critical minerals supply gap and why headline production capacity for lithium, nickel, cobalt and copper may not tell the full story.

From electric vehicles and battery storage to power grids, AI data centers, clean energy, aerospace and defense, these minerals are becoming increasingly important to the global economy. But nameplate capacity is not the same as reliable supply.

We explore:

🔋 Lithium — Rapid demand growth could challenge future supply as EV and energy-storage markets expand.

⛏️ Nickel — Global supply may appear abundant, but pro ...