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#AIS: MP Materials CEO James Litinsky on rare earths, supply chain, and energy independence
All-In with Chamath, Jason, Sacks & Friedberg
The Supply Chain Is Existential
We need lithium, nickel, copper, all these things, it's multiples we need. We probably need on the order of forty to 50 copper and nickel projects over the next couple decades. And then look at what's happening in the mining industry to day. They're buying back stock with no leverage in their businesses. So how this is that in the real economy? i think you're going to see them goin to an up stream because the capital is too high. You know, now's' a time to pivot,. i'll flip the mikean and a, feel the fire from the bestis Thank you.
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