In this episode of the Rare Earth Exchanges podcast, host Dustin Olsen interviews Pini Althaus, CEO of Cove Capital, discussing the critical minerals sector, the challenges of establishing a domestic supply chain in the U.S., and the global implications of tariffs and China's dominance in the market. Althaus shares insights from his extensive experience in mining, the importance of ESG practices, and the need for a coordinated global approach to address the critical minerals crisis. The conversation highlights the urgency for governments and industries to collaborate in developing sustainable supply chains and reducing reliance on China.
Chapters
00:00 Introduction to Critical Minerals and Cove Capital
03:05 Pini Althaus's Journey in the Mining Sector
06:01 The Challenges of Establishing a Domestic Supply Chain
09:00 Global Dependence on China for Critical Minerals
11:51 The Role of Government in Supporting Supply Chains
14:59 ESG Considerations in Mining and Processing
18:12 Future Vision and Strategic Partnerships
20:54 Conclusion and Final Thoughts
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