Deep Dive: The 60 Critical Minerals That Power the Modern World
Chamath Palihapitiya
· Chamath Palihapitiya
· April 15, 2026 at 14:03
· ⏱ 2 min read
| Read on Substack ↗
Summary
The author introduces a deep dive on critical minerals, arguing that the market is significantly underestimating the global supply and demand imbalance for these essential materials. This theme was a key part of his 2026 predictions on the All-In podcast.
•The global supply of critical minerals is insufficient to meet demand.
•This supply/demand dynamic is being underestimated by the market.
•The author previously highlighted this point as part of his 2026 predictions.