David Wargo

David Wargo, CEO of SCP Resource Finance and a rare earth expert, reveals that the U.S. is on the brink of a manufacturing renaissance driven by critical minerals. He shares insights on the importance of dysprosium and terbium, their extraction challenges, and how U.S. government support is reshaping the industry. Wargo discusses the implications of China’s market influence, the significance of new project developments, and the capital efficiency of ionic clays. He emphasizes the long-term investment potential in rare earths as demand grows.

David Wargo, CEO of SCP Resource Finance, shares his insights on the booming commodity market. He explores the implications of recent U.S.-China trade talks for rare earths and predicts surges in gold, silver, and base metals due to a declining dollar. Wargo discusses how Ukraine's reconstruction could skyrocket demand for base metals, and he dives into the race for critical minerals and its connection to shifting supply chains away from China. His passion for the resource finance sector is infectious!

David Wargo, CEO of SCP Resource Finance and a specialist in global mining, sheds light on China's control of over 90% of the rare earth market. He discusses the strategic importance of rare earths like neodymium and dysprosium in technologies such as EVs and robotics. Wargo highlights the West's struggle to regain footholds in this sector, revealing two promising companies, MEI and EFR, that could lead the reindustrialization charge. With geopolitical tensions escalating, the rare earth market is positioned for long-term growth opportunities.