Are data centres the new EVs? (Alex Turnbull Interview)
We had Alex Turnbull on for a cracking chat about raw materials through the entire supply chain to end demand.The discussion got in the weeds on data centres and the metals demand they’ll account for, whether the Aussie lithium sector can protect itself from wild volatility, lessons from years following met coal, whether certain parts of the world should adopt nuclear technology, the endgame for West automakers and a whole heap more.Sign-up for the Director’s SpecialAll information in this po...