Is the world facing a new era of scarcity? By 2040, global demand for key energy minerals may almost double and demand for lithium more than triple. Metals are becoming more and more in demand not only in the energy sector, but also in the production of electric vehicles, the development of artificial intelligence and data centers. Yevgeny Kogan, investment banker and founder of the Bitcoin communication system, talks about how a lack of resources can change the global economy, which industries will suffer first, and why the fight for deposits is becoming more intense.