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No Landing No-Kay!, Downgrades Ahead, Health of Housing 8/15/23

The Exchange

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Challenges and Opportunities in Meeting the Increasing Demand for Minerals

The speakers discuss the projected 23fold increase in demand for lithium, nickel, and cobalt by 2035 and the challenges in meeting this demand, including sourcing requirements and reducing dependence on China. They also examine the potential impact on mineral prices and the competition with other countries, as well as the importance of innovation in finding alternative solutions.

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