Rio Tinto Chairman on Supply Crisis, China Economy

The video discusses China's economic slowdown, focusing on the property sector and consumer demand. It explores the need for stimulus and property restructuring, highlighting the challenges in addressing supply-demand gaps through mining. The growth of electric vehicles and the demand for battery materials are also covered. Finally, the impact of geopolitical fragmentation on global trade and inflation is examined.

How does the speaker assess the need for mining and processing in the next 30 years?

What are the implications of the shift to electric vehicles (EVs) on battery materials?

What concerns does the speaker express regarding global trade and geopolitics?