Congressman Ritchie Torres, James Litinsky, and Raef Sully | Strategic Independence: Reclaiming America's Energy and Mineral Supply Chains

In this Hill and Valley Forum panel on critical minerals, Congressman Ritchie Torres, MP Materials CEO James Litinsky, Lilac Solutions CEO Raef Sully, and Lowercarbon GP Clay Dumas discuss America's dangerous dependency on China for critical minerals like rare earths and lithium. They highlight the urgent need for domestic supply chains, the challenge of competing against China's mercantilist tactics, and how technological innovation combined with smart government policy can help the US regain mineral independence.

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@RepRitchie (Congressman Ritchie Torres)

@claydumas (Clay Dumas)

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Timestamps:

(0:00) Preview

(0:28) Introduction and Congressman Torres on America's complacency in critical minerals

(3:20) James Litinsky on MP Materials' journey to build a complete domestic rare earths supply chain

(7:46) Discussion of China's mercantilist approach to controlling critical mineral markets

(11:10) Raef Sully on Lilac Solutions' lithium extraction technology advantages

(14:54) Analysis of market manipulation and China's strategy to crash prices

(16:29) Raef on strategic reserves and incubating domestic critical mineral industries

(20:20) James on needing policy solutions beyond tax credits to counter Chinese price manipulation

(22:29) Raef on America's technological advantage and investing in innovation

(24:22) Congressman Torres on the importance of critical minerals for defense and decarbonization

(26:55) Closing