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When Technology Outruns Commodities (Alex Turnbull)
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Alex Turnbull once sent an out-of-work Mongolian translator with a drone to the Chinese border to count coal trucks. Two years ago he told us data centres were the new EVs, and that silver could get very silly. It was $28 at the time. It hit $100 in January. The former Goldman special situations banker and founder of Singapore’s Sagax fund is back, and he thinks the critical minerals market is trading on vibes. Alex covers: The Mongolia drone story Why critical minerals equities now trade tick for tick with Trump’s polling China’s “magic pudding” of diesel, and whether it has run dry A jet ski, some explosives and a guidance system: the new veto on global shipping Electric haul trucks, and…