“The entire theme undercurrent in this [recent] conference was national defense. We, the United States, are going to re-industrialize because we want to be self-sufficient in critical industries, be they national defense like drones or A.I. or critical materials like battery production, and I would argue that that narrative of national defense has now permeated the junior mining and the mining world as well,” Chris Berry, president of House Mountain Partners, shares in this MSE episode.
The discussion with Chris revolves around the U.S. Department of Defense's investment in MP Materials and its implications for the rare earth and lithium markets. Chris highlights the significant shift towards national defense as a driver in the mining sector, the intricacies of rare earth pricing, and the potential of Direct Lithium Extraction (DLE). The episode also touches on the evolving narrative from net zero to national defense and the critical role of public-private partnerships in reestablishing the U.S. as a dominant player in critical metals. Investors will find valuable insight into strategic opportunities and potential profit areas within the USA critical metals stocks.
0:00 Intro
0:36 DOD Investment in MP Materials
5:32 Rare Earth Pricing and Market Dynamics
7:55 Global Rare Earth Supply Chain Challenges
12:28 Opportunities and Risks in Rare Earth Investments
15:22 Lithium Market Insights and Future Outlook
25:46 Oil Super Majors Entering the Lithium Market
27:11 The Role of Major Companies in Lithium Extraction
27:36 Challenges and Promises of Direct Lithium Extraction (DLE)
30:43 Comparing Hard Rock and DLE Lithium Mining
32:39 Volatility and Pricing in the Lithium Market
37:25 Opportunities and Challenges in Lithium Refining
45:31 The Impact of AI on the Investment World
47:57 Chris's Background and Services
52:01 Conclusion and Final Thoughts
Chris Berry’s website: https://www.discoveryinvesting.com/
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