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Dr. Dave Lawie: China’s Lead & Western Gaps in Critical Metals Processing
Michael Fox interviews Dr. Dave Lawie, Chief Geoscientist at Imdex (a global mining technology company listed on the ASX), about the critical gap in processing capabilities of essential metals. They highlight China's dominance, processing over 50% of production for 18 key minerals—a strategic challenge for Western countries, reflected in a PwC report quoted by Dave. The discussion covers resource nationalism, including Trump's 50% copper tariff in the U.S., and the challenges facing the U.S. copper industry, notably its lack of sufficient smelters and refineries to meet demand and the long…
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