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US-Iran Peace Talks, Europe’s Solar Glut and Argentina’s Lithium Surge.
Description
We explore the widening gap between falling oil futures and a physical supply shock that has drained 500 million barrels from global reserves. This episode also analyzes the G7’s strategic pivot toward critical minerals, Argentina’s massive $32.7 billion export projections for copper and lithium, and the growing pains of Europe’s solar energy transition.
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Spotify Podcast - https://open.spotify.com/show/6eO2y40mmH5J8boeF0ANjJ
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