The Critical Metals Dilemma
The folly of protecting our future by using yesterday’s tactics
To paraphrase Voltaire, “It is dangerous to be right in matters on which the established authorities are wrong.” Yet I am willing to take that risk in this article. As Chairman of CVMR Corporation, a mining and refining company based in Canada and the United States with subsidiaries in 18 countries, I thought I had sufficient information at my fingertips to evaluate the relevant factors affecting my business. In the past I could even forecast the fluctuations and macro cyclical movements in the metal markets with reasonable accuracy. But today all bets are off. No soothsayer of the commodity markets can accurately predict where we are headed. Here are some constituent factors that I think might be relevant given this precarious state of affairs.
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