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ReSolve Riffs with Doomberg on Peeling the Layers and Unpacking the Facts Behind Headlines

Resolve Riffs Investment Podcast

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The Role of Rare Earths in Battery Technology

The war in Russia doesn't help anything, but as it pertains to battery materials and rare earths that you talk about, not really. Most of the cobalt we get for batteries comes from the Congo... 80% of the economic deposits of cobalt in the world are in the Congo. Same thing with solar, so we still have three polysilicon manufacturers in the U.S., but 98% of the ignorant manufacturing and 99% of the wafer in gets done in China. Do we need something like what preceded DARPA with Venerview Bush in the 1930s? Do we need a revolution in government or private sector investment into new technologies?

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