Many thanks Copter for sharing this excellent talk.
I commend it to all and observe that those investing in metals mining without being familiar with the likely future demand profiles Mark Mills is talking about are flying blind.
I am very long copper, yet I fret over whether my exposure is sufficient relative to the opportunity. My appetite for battery metals is far from satisfied.
Mills' talk will be very uncomfortable for our conservation-minded friends and governments pulling policy levers to achieve magnitude-scale atmospheric pollution reductions.
This probably makes me sound like a right-wing nut job - a group I hold in utter contempt. The challenge for us all remains: what do we do next?
Ash
A1M Price at posting:
45.0¢ Sentiment: Buy Disclosure: Held
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