Forget about lithium, nickel, gold and iron ore being the big investments in 2023.
The critical material shortages for 2023 will be fertilizer, mostly phosphate, and potash.
This linked video discusses (among other things) the criticality of world food supply and the very real problem of world famine exacerbated by poor crop harvests because of reduced fertilizer for farms. - a result of the Russian Ukraine conflict.
Very interesting.
.Keynote – Peter Zeihan - 2022 - YouTube
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- PHOSPHATE and POTASH - critical material shortages in 2023
PHOSPHATE and POTASH - critical material shortages in 2023
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