John Kaiser, Founder of Kaiser Research joins me for a focus on the Rare Earth Element (REE) sector. Price have started to rise, really for the first time since 2010, so we look back to recap when caused the massive price in prices a decade ago. We then jump to 2020 and analyze the key drivers moving into next year. We discuss everything from China risk to substitution risk and the options investors have in this forgotten sector.
Click here to visit the Kaiser Research website and read over John’s dedicated REE section.