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Episode Mentions
The David Lin Report · May 6, 2026
Critical Asset Shortage: Is The Next Inflation Shock Already Here? | M. Colin Joudrie
“Colin Joudrie's former employer; large integrated metals producer where he led copper development portfolio for 7 years before joining Selkirk”
Copper supply shortage and investment lagElectrification and renewable energy demand for copperPolymetallic deposit metallurgy and economics
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