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A $9 Trillion Industry That Can’t Scale
An industry projected to surpass $9 trillion is running into a problem no amount of capital can solve. It isn't labor, technology, or demand.
A single physical material is quietly limiting how fast it can grow. CEOs are scrambling to secure supply, and governments are reviewing protection policies.
- The Problem: A hidden supply bottleneck.
- The Risk: Companies without access may be locked out.
- The Opportunity: The majors that control the supply now.
Read the "Strategic Material" Report »
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