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Listen "TKR028 | Holy Moly Antimony: The Politics of Rare Earths with Chris Berry on The Kinvestor Report"
Episode Synopsis
Less than 1 week until Kinvestor Days #KD24 FREE Virtual Investor Conference (Oct 24), register today: https://us06web.zoom.us/webinar/register/8617241878272/WN_CBldnEz-TieJSoHTJnzg4Q
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In this episode of The Kinvestor Report, Arlen is joined by fan favourite Chris Berry, President of House Mountain Partners and independent analyst with a focus on battery metals supply chains.
Arlen and Chris start off discussing antimony, the rare earth and critical mineral making headlines recently, which leads into much broader discussions about mineral export controls, China's dominance of processing capacity and IP, and recent trends in other key critical minerals such as graphite and lithium.
Don't miss out on the latest episode of The Kinvestor Report. If you liked this video, make sure to subscribe to our channel, hit the notification bell, and join our community of like-minded investors.
Follow Arlen on Twitter: https://x.com/ArlenHansen
Follow Kin on Twitter: https://x.com/kincomm
Subscribe to #Kinvestor on YouTube: https://www.youtube.com/@kinvestornetwork/
Visit our Website: https://kincommunications.com/kinvestor-network/
Follow Chris on Twitter: https://twitter.com/cberry1
Visit Chris' Website: http://www.discoveryinvesting.com
Sections
00:00 Intro
01:06 What is antimony?
01:36 Export controls
03:25 Antimony and rare earth substitutes
04:47 Antimony mining
06:00 Antimony producers
06:49 Geopolitical chess game with China
09:07 Rare earths aren't rare
10:55 US gov't rare earth strategy
13:00 Chinese processing IP + Inflation Reduction Act
18:30 Graphite
20:31 Lithium, Rio Tinto & Arcadium Lithium
22:44 General Motors & Lithium Americas
23:19 How to invest in rare earths
Disclaimer: The information provided in this video is for educational purposes only and should not be considered as investment advice. Always do your own research and consult with a qualified financial advisor before making investment decisions.
The views, opinions, and statements expressed by guests or participants in this video on this channel are their own and do not necessarily reflect the official stance, policies, or position of Kinvestor, Kin Communications, or its principals and employees. We encourage viewers to engage critically and thoughtfully with the content presented.
---
In this episode of The Kinvestor Report, Arlen is joined by fan favourite Chris Berry, President of House Mountain Partners and independent analyst with a focus on battery metals supply chains.
Arlen and Chris start off discussing antimony, the rare earth and critical mineral making headlines recently, which leads into much broader discussions about mineral export controls, China's dominance of processing capacity and IP, and recent trends in other key critical minerals such as graphite and lithium.
Don't miss out on the latest episode of The Kinvestor Report. If you liked this video, make sure to subscribe to our channel, hit the notification bell, and join our community of like-minded investors.
Follow Arlen on Twitter: https://x.com/ArlenHansen
Follow Kin on Twitter: https://x.com/kincomm
Subscribe to #Kinvestor on YouTube: https://www.youtube.com/@kinvestornetwork/
Visit our Website: https://kincommunications.com/kinvestor-network/
Follow Chris on Twitter: https://twitter.com/cberry1
Visit Chris' Website: http://www.discoveryinvesting.com
Sections
00:00 Intro
01:06 What is antimony?
01:36 Export controls
03:25 Antimony and rare earth substitutes
04:47 Antimony mining
06:00 Antimony producers
06:49 Geopolitical chess game with China
09:07 Rare earths aren't rare
10:55 US gov't rare earth strategy
13:00 Chinese processing IP + Inflation Reduction Act
18:30 Graphite
20:31 Lithium, Rio Tinto & Arcadium Lithium
22:44 General Motors & Lithium Americas
23:19 How to invest in rare earths
Disclaimer: The information provided in this video is for educational purposes only and should not be considered as investment advice. Always do your own research and consult with a qualified financial advisor before making investment decisions.
The views, opinions, and statements expressed by guests or participants in this video on this channel are their own and do not necessarily reflect the official stance, policies, or position of Kinvestor, Kin Communications, or its principals and employees. We encourage viewers to engage critically and thoughtfully with the content presented.
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