Navigating the Critical Mineral Landscape

This chapter introduces a seasoned guest with extensive experience in equity research focused on mining and industrial materials, particularly in relation to the electric vehicle industry's growth. The discussion explores the evolving market for critical minerals, emphasizing the importance of specific metals like lithium and rare earths, and highlights the need for the West to develop its own supply chains. Insights into the complexities of rare earth processing and investment opportunities are shared, with an analysis of the roles of companies in this space and the implications of government support.

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