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"we're now in 2020 after COVID uh where we the the the AI world started people start talking about you know data centers the electric grid is insufficient we need to spend money there and so all of a sudden uh we're starting the next super cycle of commodities" - Josef Schachter [00:21:07]
"it's the emerging world that's really growing because if we need more lithium…
S&P: Qatar is the world's second-largest exporter of LNG, behind only the US. It shipped some 82.4mn metric tons in 2025, representing just under 20% of global exports..