David Wargo
CEO and Head of Investment Banking at SCP Resource Finance. An expert in the rare earth market and resource finance.
Best podcasts with David Wargo
Ranked by the Snipd community
May 15, 2025 • 30min
The Commodity Supercycle Is Back: Gold, Silver, Rare Earths | David Wargo
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!
Apr 17, 2025 • 54min
America’s Rare Earth Crisis: Why China Dominates & How to Fight Back | David Wargo
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.
