In this conversation, Gianni Kovacevic, founder of Faraday Copper and Lithium Bank Resources, is discussing the evolving landscape of lithium and copper commodities, the future demand for copper driven by electrification and renewable energy, the challenges in scaling copper supply, and the significant role of China in shaping market dynamics. The discussion also delves into the volatility of lithium prices, investment strategies for navigating the market, and the valuation of mining equities. Kovacevic emphasizes the potential of lithium and copper as investment opportunities, while also touching on other commodities like silver and uranium.