TKR028 | Holy Moly Antimony: The Politics of Rare Earths with Chris Berry on The Kinvestor Report

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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.

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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.