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"China produces 200 million televisions and 1.5 billion smartphones per year. Producing the TV sets guarantees offtake of 25 to 30 metals, while the phones require close to 60 metals. Televisions require the same critical minerals for which many governments are trying to develop alternative suppliers, but there are far fewer potential buyers outside of defense-related supply chains because commercial demand for…
1. Macro Themes Driving the Sector
The report identifies three core pillars supporting the mining industry's growth:
Mining as a share of global equities is at ~1%, a historic low. #De-globalization #Neo-mercantilism #AI