{"id":48432,"date":"2024-02-14T23:34:01","date_gmt":"2024-02-14T23:34:01","guid":{"rendered":"https:\/\/thepatientinvestor.com\/?p=48432"},"modified":"2024-02-15T05:29:29","modified_gmt":"2024-02-15T05:29:29","slug":"critical-materials-projected-supply-gap","status":"publish","type":"post","link":"https:\/\/thepatientinvestor.com\/index.php\/2024\/02\/14\/critical-materials-projected-supply-gap\/","title":{"rendered":"Critical Materials – projected supply gap"},"content":{"rendered":"

Two interesting tables from ZeroHedge<\/a>. First, is the projected increase in supply of key critical materials needed to achieve global net zero increase in CO2 emissions (NZE) by 2040:<\/p>\n

\"Critical<\/p>\n

Second, is the expected supply shortfall by 2030:<\/p>\n

\"Critical<\/p>\n

Industrial Metals are currently in a bear market, with DJ Industrial Metals Index ($BIM) testing long-term support at 150. Breach would offer a target of 110.<\/p>\n

\"DJ<\/p>\n

Conclusion<\/h2>\n

Now may not be an opportune time to accumulate critical materials stocks but keep watch. Sooner or later, demand growth is likely to resume — as electrification and EV sales grow — leading to a supply shortfall as projected in 2030 above.<\/p>\n

Acknowledgements<\/h4>\n