The Rabid Capitalist

Professor Glenn A. Okun

The Rabid Capitalist: The Big Point is a brief summary of a detailed note available to paid subscribers.

Yesterday, the International Energy Agency (“IEA”) reported that clean energy’s demand for critical metals and minerals would outrun supply by 2035 unless there is a drastic increase in mining and recycling investments.  The Rabid Capitalist has been reporting on these issues and the related investment opportunities since August of 2023 (see https://therabidcapitalist.com/2024/05/16/the-minerals-revolution/).  While it is encouraging that the IEA has endorsed our expectations, it is critical to recognize that the supply shortages are likely to be much greater than the IEA’s forecast.

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