2min chapter

All-In with Chamath, Jason, Sacks & Friedberg cover image

#AIS: MP Materials CEO James Litinsky on rare earths, supply chain, and energy independence

All-In with Chamath, Jason, Sacks & Friedberg

CHAPTER

Do We Have a Strategic Reserve?

I'll bet that in the next five years, we will see a major household, name o e m, fail or need o bail out due to lack of access to material. I just don't think there'll be enough. We're talking abouta multitrillions of dollars a year to elect or finaman on so great Demand is so great, we're toking out build up supply. If this is the new oil, and that is the analogy, it's clearly goingto cause conflicts.

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