There is a fundamental mismatch between forecasted demand and supply for those metals vital for energy transition and EVs. What are the supply challenges? And what are the solutions, if stated goals and public demand are to be met? What roles will policy, investment and market solutions play and how can the metal producers, traders and consumers prepare and profit from what will undoubtedly be one of the biggest stories in commodities over the next decade. Our guest, Chris Berry, founder of House Mountain Partners, a battery metal advisory firm, takes on this challenging subject.