
#AIS: MP Materials CEO James Litinsky on rare earths, supply chain, and energy independence
All-In with Chamath, Jason, Sacks & Friedberg
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Navigating the Complexities of Electrification and Mining
This chapter emphasizes the urgent need for $200 billion in investments in copper and nickel mining to support electrification needs. It contrasts the financial health of mining companies with that of automakers, while advocating for U.S.-based mining operations to mitigate supply chain risks.
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