Chris Berry aka "the voice of reason" is the founder and President of House Mountain Partner. Ernest Scheyder is a journalist and the author of "The War Below."
Topics:
The US critical metals strategy
The US trend towards state capitalism
Picking winners
LAC/GM and the DOE loan "deal"
Free money??
The market bottom
The OPEC analogy to lithium
Lithium's version of fracking
DLE's future role
Lithium as a "party animal"
The long road to a circular economy
Rapid fire