China sets the price, and the West scrambles to keep up. In this insightful interview, Justin Chan, Head of Research at SCP Resource Finance, sits down with Trey Reik to explain why 90 % of heavy rare earths are still processed in China, how that gives Beijing pricing power over EVs, wind turbines, and defense tech, and why even top-tier mining projects are barely breaking even.
Key Topics:
• China’s supply-chain chokehold: 70 % of light Rare Earths, 90 %+ of heavy Rare Earths
• Price suppression playbook: how Beijing keeps rivals on the back foot
• Mining’s brutal math: 4,000 junior miners, but most never pour metal
• White Mesa wildcard: the lone U.S. mill that could challenge China’s monopoly
• Cost-curve support: spotting upside in rare earths, uranium, lithium, and gold
• Uranium reset: from $30 to $100 and back to $70 price swings and SCP’s $80/lb long-term view
Would you like to hear more about SCP and its rare earth mineral projects? Get their white paper here: https://wealthion.com/rare-earth-metals/
Chapters:
1:14 - What Exactly Is SCP Resource Finance?
4:30 - Why Is Profitable Mining So Hard?
7:53 - Discovery Silver: A Proven Mining Dream Team?
9:40 - If It’s Discovery “Silver,” Where’s the Gold?
10:20 - How Risky Is Permitting Mines in Mexico?
11:39 - Why Do Mines Now Take Decades to Build?
14:10 - Rare Earths Demystified: What They Are & Why They Matter
16:43 - Rare Earths Are in Short Supply… So Why Are Prices So Low?
18:19 - Is China Gaming Rare Earth Prices to Keep Control?
19:12 - Can America Break Free from China’s Rare Earth Grip?
21:20 - How Much Would It Really Cost to Build Rare Earth Infrastructure?
23:33 - Why Is One Rare Earth Stock Soaring While Another Lags?
26:19 - The Rare Earth Companies That Actually Deserve Your Attention
31:38 - Why Rare Earths Are Really a Magnet Market Story
33:51 - Could Ukraine Become a Key Player in Rare Earths?
35:02 - What Are Ionic Clays—and Why Investors Should Care
35:27 - Uranium Prices Are Sliding—Time to Buy the Dip?
38:08 - Where the Real Value Lies in Uranium Stocks42:04 - Where Uranium Prices Are Headed from Here
Volatility got you concerned? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/3GDVBkl
Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH
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#Wealthion #Wealth #Finance #Investing #RareEarths #China #CriticalMinerals #Uranium #MiningStocks #Commodities #stocks
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While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor.
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