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“Over the next 18 years we're going to need as much copper as we mined in the last 10,000 years. That means we're going to need 5 world-class mega tier 1 mines…”
@All-In Podcast
Copper price easily doubles as 18yr demand needs equal all copper mined in 10,000 years vs dying supply
COPXLONG@ $80.08
$78.22-2.33%
since call Jun 10
“Today we have $40 trillion of government debt that's growing at $2.5 trillion every year. On top of that, we have $100 trillion of discounted present value of…”
@All-In Podcast
Hard assets and commodities win as $140T in US debt and liabilities force currency debasement
GLDLONG@ $4,186.59
$4,075.25-2.66%
since call Jun 10
14:10LONG
“We have not invested in upgrading and modernizing and hardening the electric grid since post-World War II. We just let it go... Now, if we simply just want to…”
@All-In Podcast
Rising electricity prices and blackouts as a post-WWII grid fails just to meet ordinary demand
GEVLONG@ $916.55
$979.47+6.86%
since call Jun 10
peak +19.4%
“Rare earths are everywhere, and the technology to extract rare earths is going to allow us to have a huge abundance of them. But the problem is processing…”
@All-In Podcast
China's grip on rare earth processing persists; processing not mining is the bottleneck
MPLONG@ $54.16
$40.96-24.36%
since call Jun 10
“The craft labor that we're going to need is going to be almost limitless for what we have to to build. And there's really no other way around it.”
@All-In Podcast
Craft labor for the buildout is almost limitless; whoever employs the scarce electricians gains pricing power
EMELONG@ $840.86
$809.16-3.77%
since call Jun 10
“We're going to be short the silver, for example, to build these solar panels, especially if we start launching data centers in space. Right? These are going…”
@All-In Podcast
Silver stocks out in 3 years on a 200M oz annual deficit, with solar and space data centers adding demand
SLVLONG@ $62.62
$51.42-17.89%
since call Jun 10
TIMESTAMPS
10:47
12:14
14:10
18:33
20:10
22:27