supply chain

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Mar 10, 2026 by Alex Epstein · across every show →

Everything said about supply chain, oldest first

Mar 10, 2026 neutral
Insight
Epstein: Mining supply chains for electrification require substantial oil consumption
“And by the way, guess what? You need a lot of oil to even get that whole supply chain started because you need the mine.”
Alex Epstein Mar 10, 2026 ▶ 18:58 FULL INTERVIEW: Alex Epstein on The Oil Market’s Biggest Geopolitical Threat
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