Chapter
The Future of Rare Earths and the Electrification Movement
01:43 - 16:23 (14:40)
As we move towards electrification, more rare earths are required for the supply chain to be built up. While this may be hard to adjust to, it also means we are about to see an upcoming bull market in the industry.
Clips
China's dominance in the EV market has led to a shift towards downstream production, which could potentially have long-term impacts on the global commodities market.
01:43 - 06:44 (05:01)
Summary
China's dominance in the EV market has led to a shift towards downstream production, which could potentially have long-term impacts on the global commodities market.
ChapterThe Future of Rare Earths and the Electrification Movement
Episode#AIS: MP Materials CEO James Litinsky on rare earths, supply chain, and energy independence
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The scarcity of materials controlled by geopolitical rivals is an existential issue for businesses.
06:44 - 09:53 (03:08)
Summary
The scarcity of materials controlled by geopolitical rivals is an existential issue for businesses. Investments in supply chain management are crucial to keep a company afloat and to prevent shortages that alter the market.
ChapterThe Future of Rare Earths and the Electrification Movement
Episode#AIS: MP Materials CEO James Litinsky on rare earths, supply chain, and energy independence
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The mining industry is set to experience a bull market, as the period of adjustment is about to begin with the capital leaving the market space- the electrification of cars will make this happen.
09:53 - 16:23 (06:30)
Summary
The mining industry is set to experience a bull market, as the period of adjustment is about to begin with the capital leaving the market space- the electrification of cars will make this happen.