Money Maze Podcast 186: Rare Earths, Energy, and the Green Agenda (Money Maze Allocator Summit 2025)
Oct 30, 2025
Brian Menell, CEO of TechMet, dives into critical mineral supply chains and the urgent need for large capital in mining. Per Lekander, from Clean Energy Transition, discusses the economics of energy transitions while highlighting the interplay between climate and security. Kristin Eshak Weldon emphasizes sustainable investment strategies, mentioning the importance of energy affordability. Bill Orum shares insights on how long-duration risks are priced in infrastructure investments, making a compelling case for engagement in critical minerals as a path forward.
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Critical Minerals Tie Climate And Security
- Critical minerals sit at the overlap of climate, national security and industrial competitiveness.
- Brian Menell says these same metals underpin batteries, wind, solar and defence supply chains.
Invest On Economics, Not Politics
- Invest based on economics and treat political shifts as short-term noise.
- Per Lekander: trade against politics and focus on long-term discounting of cash flows.
Transition Is Broad And Intersectional
- The energy transition's impacts are intersectional across power prices, resource scarcity and social vulnerability.
- Bill Orum notes a broader set of actors now bring traditional market skills into climate-related investing.
