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COP30 discussions have highlighted the "social and environmental risks" of minerals needed for green transition, specifically lithium. This has put a spotlight on US-listed miners and battery-linked names, including Albemarle Corp, Lithium Argentina AG, and Sociedad Quimica y Minr de Chile SA. The pivot is significant for companies relying on a stable mineral supply, and the language could evolve into policy or procurement guidelines, shifting cost curves and permitting timelines for clean-tech minerals.

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