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Value After Hours S04 E28: Wide Value Spread, Einhorn on Value, Aggregate in Aggregate

The Acquirers Podcast

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Rare Earth Mining

China controls 85% of rare earth refining. Lack of smelting and refining capacity also holds the us back. China has, it looks like greater than 70 % of the world's graphite. Looks like for ish % of nickel, almost up to 80 % of cobalt. And it looks like 70 ish percent of lithin. How hot is the minis produced? I don't think it's incredibly horrid. But again, i it's a cost thing, right? Like, how how much? How much are your feed stocks costing out yn? If youve seen the price of natural gas in europe, like it's, it's gotten pretty expensive

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