The global critical minerals industry is projected to grow significantly, driven by decarbonisation efforts and the transition to clean energy. The International Energy Agency predicts a tripling of demand for these minerals by 2030. Marc Ostwald, Chief Economist and Global Strategist at ADM Investor Services, discusses the trade tensions impacting global supply chains, particularly the US-China trade dynamic. He also shares insights into Asia's strategic position in the supply chain, noting China's control over critical minerals like lithium.

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