"The guest argued that investors should avoid assets disrupted by AI-driven abundance—such as software and code—and instead focus on scarce physical infrastructure, hardware, and power assets."

"The guests argued that global EV adoption and rapid growth in grid-scale lithium iron phosphate battery storage are driving a structural supply deficit, supporting long-term lithium prices above $20,000 per ton."

"The speakers argued that rising resource nationalism and government initiatives, such as the US Project Vault and Canadian development funds, are providing unprecedented capital and strategic support for North American critical mineral projects."

"The speakers argued that the lithium market is transitioning from being solely EV-driven to being heavily supported by battery energy storage systems (BESS) amid a severe North American supply deficit."