Tin Meltdown, Antarctic Lithium Fury & Recycling’s Rise: Supply Chain Chaos, Umicore’s Gamechanger, and UN Showdown (03/03/25)
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Manage episode 469515875 series 3649325
Host Logan Ore dissects March 3rd’s tectonic shifts:
- Tin’s Perfect Storm: How Indonesia’s export ban and Myanmar’s mine seizures are strangling tech and EV sectors.
- Umicore’s GreenMag Revolution: Can recycling dethrone rare earth mining? Tesla bets big as Lynas reels.
- Antarctic Lithium Firestorm: Chile’s polar discovery tests global treaties—and automakers’ morals.
- Escondida Strike Resolution: Why copper’s reprieve might be short-lived.
Tin supply crisis 2025, Umicore GreenMag tech, Antarctic lithium discovery, Chile mining treaty, rare earth recycling, UN emergency session.
27 episodes