The New Era of Mineral AI, Cobalt Crunches, and Carbon Quotas.

The Commodities Trade Institute Podcast · Feb 25, 2026 · 7m

In this episode, we dive into the Democratic Republic of Congo's cobalt export restrictions that are rattling Chinese markets, the Trump administration's plan to use artificial intelligence to set critical mineral prices, and the massive power grid bottlenecks threatening the global AI revolution.

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