Chris Temple – Critical Minerals And The Energy Transition – So Close, And Yet So Far Away
Chris Temple, Editor and Publisher of the National Investor, joins us to share some of the key insights he took away from the Energy Transition Metals Summit in Washington D.C. last week. He outlines some of the challenges facing North America in relation to the need for critical minerals, but then the policy bottlenecks standing in the way of getting more mines to produce them.
It’s a wide-ranging conversation that gets into China’s dominance in manufacturing in so many areas of daily life, and their dominance in finding sources from mines and refining many of these energy metals. China continues to be a powerhouse in driving the prices of many commodities both up and down. Chris also points out that the western nations now need to rapidly play catchup and overhaul many policies to stimulate more domestic supplies or supplies from friendly nations of raw materials like lithium, copper, nickel, uranium, and rare earths.
.
Click here to follow along with Chris at the National Investor website.
Yes indeed. He is…
Great interview. Great info. While the US busy transferring wealth, others moving forward.
Thanks Lakedweller2.
Canada is in the same boat as The US, the gatekeepers enforce rules and regulations and, in some cases, it can take up to twenty years to build a mine and bring it into production. DT
Chris indicated there is more willingness to expedite the permitting process within associated Administrative Agencies but a reluctance by Congress ,for lack of a better term, to become informed in order to assist the Expediting process. Although not mentioned, I would submit there are competing Governmental and Private Agendas hampering the permitting process just as there are competing Agendas on the use of fabricated funds by The Fed (Wall Street) between Public and Private interests. This corrupted take over of the governmental process versus greed has created great obstacles to progress.
Chris Temple: Long time no see!
Gold indicators GDX-GDXJ-HUI-XAU have not retraced even 38.2%, which is the strong trend turning point. A powerful PM breakout is immanent!
Check that: per April high and May low, Gold is pausing (hopefully not stalling) at the 61.8% level. More tomorrow.
Think this sums it up nicely where my heads been at for some time and it’s definitely not in cash.
https://twitter.com/marketplunger1/status/1788619948257845624?t=ml4Lc4OZ1dIc-e6ZoafEhg&s=19
Cartier Silver hasn’t even put a drill in the ground in Bolivia, but the stock looks like it could do cartwheels this morning. Anything with Silver in its name is going to get The Herd stampeding.
Cartier has a LOOOOOOOOOOOW float.
Let The Madness of 2024 begin. DT
SILJ hit a 2 year high today as it took out its high of April 2023…
https://stockcharts.com/h-sc/ui?s=SILJ&p=W&yr=3&mn=11&dy=0&id=p14229090041&a=1659293773
EXK pulled back over 20% after hitting fork resistance a month ago but now it is on its way again and showing plenty of strength.
https://stockcharts.com/h-sc/ui?s=EXK&p=W&yr=5&mn=0&dy=0&id=p38695680923&a=877933129
EXK is another company that doesn’t interest Rick Rule because it’s deposits are not big and small deposits cannot give big returns, but they can give big headaches. He’s more interested in PAAS with potentially 500M ounces in Argentina and another 500M ounces in Guatemala.
I’ve made a lot of money by going against Rule’s rules over the years and still don’t agree at all with his avoidance of smaller companies. Notice that billionaires like Sprott, Guistra, McEwan and even Rule’s hero Friedland all like the small caps.
PAAS is a pass for me since owning a handful of small caps or even mid tiers will outperform it and do so with lower risk.
Dang, Chris Temple…he goes way back…I think well over 10 years here…and is a Temple of wisdom…
+10
Trimmed some EXK today and bought others including Impact Silver.
https://stockcharts.com/h-sc/ui?s=EXK&p=D&yr=0&mn=9&dy=0&id=p64921932724
Joe six-pack paying more for beer.
Matthew had it right the other day all the big names in our industry like the juniors. They all made their money buying the riskiest investments including Rick Rule. For everyone one of them there are at least 1,000,000 that have gone down swinging. Babe Ruth is 100,000,000 to one. The odds are terrible, but the excitement is great even if you only get a ten, twenty, or thirty bagger once in ten years. You will never get the twenty and thirty baggers playing the large cap stocks, not in our industry.
This time around when a fire is lit in the resource sector, we could easily see a couple of BRE-X stocks. This is undoubtedly the greatest chance for outsized returns I have ever seen, BAR NONE. DT
He’s back….