forbes.com: https://www.forbes.com/sites/boazsobrado/2026/05/18/most-asymmetric-ex-goldman-suddenly-warns-as-lithium-king-bets-400m/

Speaker: —
Subject: C001098
Source: GDELT news · original
Published: Tuesday, May 19, 2026

EnergyX and Compass Minerals are staking $400M on a Utah lithium plant as ex-Goldman Currie calls AI's physical-asset gap the most asymmetric trade in modern history.

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