Rio Tinto chairman says that a lack of new investment is worrisome. AIA Weekly 4.20.24

"The gap is humungous, and I am actually very worried about whether we will be able to close (it),” Barton said via video link at the Ecosperity conference in Singapore.

This lack of investment will lead to a shortage of new supply, which will cause higher prices and higher returns for mining companies with mines that can produce.