Do We Have a Strategic Reserve?

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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.

This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist

0:00 Chamath intros MP Materials CEO James Litinsky

1:13 James gives a talk on supply chain, energy independence, acquiring the Mountain Pass mine and starting MP Materials

12:48 Bestie Q&A with James: US falling behind in rare earth mining, risk compliance, energy independence breeding geopolitical leverage, mining lithium in the ocean vs Earth's crust, and more

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