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Okay it's rare earths, not precious metals. But I do need your help...
On Wednesday I'll be interviewing James Litinsky, the CEO of MP Materials, which owns and operates the only integrated rare earth mining and processing site in North America.
What questions do you want me to ask him? What resources would I find interesting to inform and inspire me before the interview?
Please share anything you think I might find interesting.
As with this week's precious metals exchange video of the week the commodities exchange video of the week is from the archives. I was actually inspired to pick this one because Chammath was on Real Vision today. If you follow him on twitter he has been posting about $MP and the rare earth metals trend that he is betting on with his purchase of $MP. It reminded me about this video where we examine the tailwinds and the headwinds for rare earth metals industry, plus the interesting geopolitical aspects, namely that supply of rare earth metals is almost exclusively controlled by China. If you are very in to rare earths this might not be the most in the weeds deep dive you have ever seen but it does give a great overview and you even get to see on the ground at $MP.
YOU CAN WATCH THE VIDEO HERE