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Education Series: Industrial Metal Supply And Demand Write Up

Benjamin starts off by discussing how each industrial metal deserves a different perspective. While he likes the high demand they experience, his thoughts on the specific resource depends on how easy it is to grow. He considers some to not be good business; he uses REE as an example of a metal that, with one new mine, ends up oversupplied. He concludes that demand is wonderful, unless there is an excess of supply.

https://www.youtube.com/watch?v=ojmk2Kwrv10