This INN interview a big picture overview of my case for speculation on the essential minerals that power the new energy paradigm. It may seem that I've lost interest, since I'm not buying any copper, cobalt, or lithium stocks at the moment, but that's not because I'm concerned about the global economy in the near term, not because I'm any less convinced of the paradigm shift we're experiencing. Our thanks to INN's Scott Tibballs for letting me share my take. Note that this conversation focused on the battery side, but the solar panel side is a key part of the story, and that makes silver an energy metal as well.