76 - We Can Not Have a Tech Future Without Investing into the Right Assets

You cannot have a tech future without mining.

Savvy investors know it.

The rise of AI, electric vehicles, and renewable energy is transforming the world—but there's a hidden force behind these advancements that most overlook: mining.

Every breakthrough in clean energy and smart technology depends on critical minerals. No lithium, no EV batteries. No copper, no AI data sensors. No rare earths, no wind turbines.

While everyone talks about software and automation, the smartest investors understand that tech innovation's foundation lies in securing the right physical assets to power the future.

$3.5T

Investment in critical minerals needed by 2040
— International Energy Agency

The Critical Mineral Dependencies:

No lithium, no batteries — Electric vehicles and energy storage systems require vast amounts of lithium for their battery technology.
No copper, no AI data sensors — Artificial intelligence infrastructure depends on copper for data transmission and electrical components.
No rare earths, no wind turbines — Renewable energy systems require rare earth elements for their powerful magnets and efficient operation.
No cobalt, no charging infrastructure — Fast-charging systems and battery longevity depend on cobalt and other critical minerals.
No nickel, no sustainable tech — Advanced battery chemistry and stainless steel for clean tech require significant nickel supplies.

The Investment Opportunity

The International Energy Agency projects that a staggering $3.5 trillion investment in critical minerals will be needed by 2040 to sustain the technology revolution. This isn't just a projection—it's a roadmap to where the smartest money is flowing.

So what does this mean for investors? The savviest ones understand that tech innovation isn't just about software or automation—it's about securing the right assets to power the future. Those who invest wisely in the mining sector today are positioning themselves at the foundation of tomorrow's economy.

The Bottom Line

The bottom line: You cannot have a tech-driven future without mining. While others chase the latest app or AI model, smart investors are looking at the physical infrastructure that makes it all possible.

Are you paying attention to where the real value lies?

Episode Highlights:

                    00:00
                    Introduction: Why Investors Are Eyeing Mining
                

                    00:04
                    The Essential Role of Mining in Tech
                

                    00:21
                    Investment Projections in Critical Minerals
                

                    00:29
                    Conclusion: The Tech Future Depends on Mining
                

Transcript:

Five reasons why investors are looking at mining. Number one, investors love ai EVs renewables, but what powers them is mining, no lithium, no batteries, no copper, no AI data sensors. No rare earths no wind turbines. The international energy a agency projects a 3.5 trillion investment need in critical minerals by 2040. And so the bottom line is you cannot have a tech future without mining and savvy investors know it.

Links:

Website: https://www.sidmofya.com/

LinkedIn: https://www.linkedin.com/in/sidmofya/

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