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RecommendedAll-In with Chamath, Jason, Sacks & Friedberg · 2026-06-10
“We consume a billion2 ounces a year. We supply a billion ounces a year. So there's a 200 million ton deficit per year and we only have 600 million of above ground inventory left. So the clock's ticking. We got three years left guys before we just stock out.”
US Infrastructure Crisis: Critical Minerals Shortage and the Urgent Need for Re- ↗