If you have 2 hours spare, this vid is excellent. Robert is obviously a very intelligent/complicated man. Simon doesn't get much of a look in.
The main theme of the vid is about how the world will green the energy and transportation sectors, and thus the enormous demand pressure that will place on associated commodities/chems. Robert describes the challenge for the miners in supplying this mega trend like trying to empty the contents of Hoover Dam through a garden hose. He says there is plenty of battery factories going up, but says they are giga buildings, not giga factories, because those factories are yet to secure their raw material supplies to feed those factories.
Therefore, as I have mentioned ad nauseam on here, the weak link or bottleneck will be the raw commodities/chems.
Good News & Bad News, page-10504
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