Minimize

Welcome!

Matt Badiali – Could Trump Shut Down Funding For Critical Minerals Companies 

Cory
November 12, 2024

Matt Badiali, Editor of The New Energy Investor published under Mangrove Investor, joins us to discuss the potential changes the Trump presidency could bring to the critical minerals market and the broader energy sector. 

 

We delve into Trump’s stated plans to roll back funding for the Inflation Reduction Act and its downstream impacts on critical minerals like battery metals and copper. Additionally, we explore the implications for sectors such as nuclear power and hydrogen energy. As the government changes hands, Matt shares insights into how companies might adapt and what strategic shifts might occur, both in the U.S. and globally.

 

Click here to visit the Mangrove Investor website to follow along with what Matt is writing.

Discussion
23 Comments
    Nov 12, 2024 12:39 PM

    I don’t think the political posts here are distracting from the content. There are very few posts that are abrasive and without some of the political banter on this site it will quickly become “BORING” from a long-term posters point of view, and probably from a lurkers point of view also. It’s nice to be conservative and restrict points of view by saying you can only post those thoughts on the other board but really if you started enforcing that point of view you would soon be left with no content, and no posters. DT

      Nov 12, 2024 12:01 PM

      No, it’s annoying..and you are in no position to change or even influence the rules.
      Just post your opinions in the proper place, thanks. I will read it there.

        Nov 12, 2024 12:06 PM

        Grumble, the only time you post is to criticize my posts, you are a waste of time my man, nothing you post ever has anything to do with investing or politics, or for that matter anything period. You are a perfect example of what would be left on this site if there are too many restrictions put and kept in place. DT

          Nov 12, 2024 12:46 PM

          Again, this whole thread between you two, has nothing to do with sharing ideas about economics or investing, but more importantly is bickering and not helping anyone here with investing or learning.

          DT, you know I like and respect you buddy, but if you want to talk about politics, then take it over to the political page here. That is why it exists, so people have an outlet, and so it isn’t on the economic threads.

          Please don’t keep on with this bickering because scrubbing comments isn’t something we want to do (or frankly that we have time to do), but let’s just get back to sharing good ideas for fellow investors. There were plenty of good points in Matt’s interview to respond to and it was far from “boring.”

      Nov 12, 2024 12:43 PM

      DT – We have 20,000 unique people visiting our website every month, and thousands more on our podcast network at iTunes, Google Play, Spotify, Pandora, I Heart Radio, etc… and our YouTube channel. The VAST majority of them are tuning in for the actual interviews we provide at the Korelin ECONOMICS Report… and clearly not for the comments section on the blog, or whether or not the blog is exciting or boring.

      –> We have companies that sponsor our show, which is how we can provide content to our listeners for free and they don’t want to see their company blogs dominated by political or religious back and forth that most often has absolutely nothing to do with economics and is often quite divisive and totally unrelated.

      >> Can people not understand that CEOs are reading these boards to see what people are saying about THEIR companies not to hear someone’s unfiltered political ramblings?

      >> Please understand that this is also our business platform and not just a bulletin board to dump garbage on simply because it’s on someone’s mind or because it is their personal opinion.

      –> We also have show guests that come on here and provide all kinds of possible ideas to explore and exchange ideas about on the blog, yet many of the regular posters here completely ignore the main content, rarey even commenting on the actual interviews, to post about whatever their pet peeve or opinion is that day.

      >> How about making it more interesting and less “boring” by listening to the interviews and then posting thoughts on them directly? (that’s kinda the point of the blog under the interview)

      Sure, we don’t want to be too restrictive and it’s fine to horse around a little and as has been stated repeatedly, if the specific political point ties in directly to economics then it’s fair game. But our show guests don’t want to check the comments for feedback on their interview, but instead see people going back and forth calling each other “libtards” and “trumptards,” or “lefties” and “righties,” or “swampdwellers,” or debating for the millionth time Clinton’s emails or Trumps infidelities or vaccine stats or any of that garbage. Take those completely unrelated comments somewhere else.

      The comments section purpose is for feedback on the actual interviews or at least somewhat related economic or investing ideas. If someone wants to weigh in on politics and religion then there is a page for that on the KER politics blog… not these blogs.

      It is a simple concept and a simple repeated request. Thanks for your understanding.

        Nov 12, 2024 12:01 PM

        I respond with investing much more than a lot of posters, hardly nobody that posts here comments on the interviews you do, and you do great interviews. I understand your frustration, but I also don’t like censorship. The days when Al Korelin was running this report are long gone maybe you can attract some better posters but in all those years, I haven’t seen this happen. You were a good poster, but you are gone except as mostly a referee. It seems times have changed but there are fewer and fewer people who talk stocks on this thread.

        You must understand Ex that I don’t say anything to Brumple until he gets on the board with his silly meaningless posts, I don’t have an issue with him until he comes at me, I never start any dialogue with him otherwise, so my point is there is no thread between us two. You don’t seem to see the obvious anymore. Maybe its time to see what this site would be like if there was only stock talk. Other than Matthew and Wolfster and myself nobody else brings up any kind of stock dialogue. DT

          Nov 12, 2024 12:32 PM

          All things must end in life! I think it’s my time to go! DT

            Nov 12, 2024 12:17 PM

            DT, those comments were for the whole site, not just directed at you, but you broached the issue again about posting politics on here again so it would be less “boring,” and I responded back with a fair and legit answer.

            We aren’t looking for exciting blog arguements… we are looking for relevant discussions on economics and investing, preferably somewhat related to the interviews we are working so hard to produce.

            Yes, you and a dozen or so key contributors post really good and relevant comments here on trading, investing, and macroeconomic trends here all the time and those are greatly appreciated.

            Look, the junior mining sector was in a bearish sentiment environment the last few years, and so less people are posting on most platforms (barring Twitter). Our site still continued growing through our podcast network, and over the last year via an effort to grow our YouTube channel, which is saying something in this market when many platforms shrunk or imploded.

            It is actually a far larger show now, with far better companies showcased and more quality show sponsors featured than when Big Al was running it. The KE Report is still very much a growing audience, but most listeners access the shows directly through podcasts or YouTube now. That is where the growth is, and where the cheese is moving.

            The website is an older-school platform, as is the blog forum, so the number of comments has dwindled accordingly. The reality is that the blog has very little to do with the number of listens per interview, nor the success of the show.

            Some of our most popular interviews have 0 comments on them at all, so again there is no correlation to the amount of comments and how well received the interviews are.

            We do appreciate the interaction, and comments, and intelligent questions for the companies and guests we bring on whether they are on the blog or sent via email. However, we’ve simply asked (repeatedly) to keep non-related polarizing political and religious comments, debates, and arguments over on the KER politics page.

            There have been plenty of long-time listeners, company management teams, and show guests that have been turned off noting how disconnected the comments here actually are from the topics in the interviews the blogs they are attached to.

            Just earier today I couldn’t even link a prior interview to the management team of a new company we are bringing on the show, where they were mentioned by a prior guest, because the blog was such a mess with totally unrelated political opinions and name-calling, and had to send them the YouTube link instead.

            Please keep the good investing and economic comments, and charts, and market or trading observations coming as they are greatly appreciated. Thanks.

            Nov 13, 2024 13:45 AM

            Ex, I am not interested in being told what to say and where to say it. When you go down the slippery slope of denying freedom of expression you will find out that it will come back to bite you. DT 👌

            Nov 13, 2024 13:54 AM

            DT – That’s BS. I never told you what to say or denied freedom of expression. Don’t be dramatic.

            You brought up again discussing polarizing political opinions that have nothing to do with economics on an investing website to make it less “boring” to you personally. That’s just your personal opinion.

            We are asking politely (again) to post political rants that don’t relate to econimics or investing on the KER politics tab. That’s why it exists, and it’s as simple as that.

            Nov 13, 2024 13:00 AM

            Ex, you are full of your own self-worth. You are practicing censorship and that is what you have laid out in the post above. You don’t like being challenged well you have the ignore button use it, but you won’t like it when it doesn’t suit your purposes. DT

            Nov 13, 2024 13:33 AM

            DT – You have now proven my point, and are being overly dramatic, and now starting to get insulting.

            This is NOT offering value to the blog here with these kinds of posts. It’s creating a mess.

            Understand, this is our business site about investing, and NOT your open canvas for posting anything you want. If you were openly cursing, or talking about sex, or religion, or politics we’d scrub those posts too. We are a public-facing media company with paying sponsors, and they don’t want to see this mess on our blog.

            DT – I’ve been very cordial and explained the rationale for the KE Politics page. It is there to use if you want to post all things political. If you really want to post about politics, but won’t adhere to our site guidelines, then there are PLENTY of other options and other websites, so go there if you want. If you can’t abide by that, then yes, your posts will get scrubbed.

            Please, don’t keep escalating this, and I’m asking you nicely to please focus back on the markets and not keep making any more personal attacks.

            Nov 13, 2024 13:15 AM

            I have made my point as have you, let’s put differences aside and embrace Peace. I like the energy you put into informing others; you work very hard at your chosen profession, for me it is all good. Maybe we can get together someday and quaff a beer or two. ( but I will warn you I can get cheeky) LOL! DT

            Nov 13, 2024 13:17 AM

            Thanks DT. That sounds good to me.

    Nov 12, 2024 12:40 PM

    I never knew KE was on you tube.

    No big deal, I was banned from posting on You Tube for hate speech, their standerd excuse when you post some truth they dont like.

    Interesting tho, I asked years ago where the radio program was and nobody mentioned iTunes, Google Play, Spotify, Pandora, I Heart Radio, etc Not that I go to those, just sayin.

    Odd, generally business advertise their business where ever they can.

      Nov 12, 2024 12:42 PM

      Hi there Southfront Fan. We still have the weekened show going out to around 20 traditional radio stations, but even the radio show is just a legacy platform.

      The world has been shifting over to podcasting for many years now, and so have we. Each interview has hundreds of downloads now directly off podcast platforms (like iTunes, Google Play, Spotify, Pandora, I Heart Radio, etc…) and often even more hundreds or thousands of listens on YouTube. So I would describe the KE Report as a podcast show, much more so than a radio show now.

      We don’t really advertise, and have grown through a positive word of mouth, a good reputation, and mostly through the cross-pollination of the networks from the show guests and companies we bring onto the podcast for interviews. We find these new guests and companies through our own networks, due diligence, and by attending conferences.

      It is a lot of work that Cory and I do to source new guests and companies and sometimes we’ve worked months or over a year to get people on the show. Those people are also still sizing up our platform and audience. So now imagine if the blog comments are totally polarizing political rantings and arguements, totally devoid of what they came on here to discuss, then why would they want to come back on the show?

      Hopefully folks can understand why the KER politics page is a better outlet for those kinds of threads and discussions. Enough said about it, and again, we are thrilled to see all the positive interaction and quality comments each and every week, so keep the solid contributions coming.

      Ever upward!

    Nov 13, 2024 13:43 AM

    How Trump’s election could affect the startup-friendly Inflation Reduction Act

    Tim De Chant – TechCrunch · November 6, 2024

    “President-elect Donald Trump spent plenty of time on the campaign trail railing against key portions of the Inflation Reduction Act, from solar and wind tax credits to electric vehicles and environmental justice initiatives.”

    “But his return to the presidency doesn’t necessarily spell the end of the landmark legislation. While Trump’s administration is unlikely to be supportive of certain climate tech startups, it will have a harder time ending the broadly popular law.”

    “Startups have broadly benefited from the Inflation Reduction Act. Tax credits have encouraged investors to plow money into nuclear power, hydrogen, and all things EV-related. Nuclear power, which is one of the more expensive sources of electricity in the U.S., receives a production tax credit under the law. Green hydrogen does, too, which could help it achieve cost parity with fossil fuel-derived hydrogen much more quickly. Battery startups have benefited as major manufacturers look to develop domestic supply chains for new factories in the U.S.”

    https://techcrunch.com/2024/11/06/how-trumps-election-could-affect-the-startup-friendly-inflation-reduction-act/

    Nov 13, 2024 13:10 AM

    All are welcome in the ORPHAN SECTION…….. 🙂

    Actually, The ORPHAN SECTION has been spot on with all politics for YEARS….

    Even the COVID CRAP…. FACT…. 🙂

      Nov 13, 2024 13:16 AM

      Agreed OOTB! That was the point… we have a KER Politics page, for carrying the torch on all things political. People should engage over there if that is what floats their boat. 😉

      https://www.kereport.com/politics/

        Nov 13, 2024 13:33 AM

        Unfortunately……… all politics is important these days….. I would rather just spend my time floating on a raft at the beach…… 🙂 …. But…

          Nov 13, 2024 13:21 AM

          “I would rather just spend my time floating on a raft at the beach……”

          Yeah, me too amigo. I did that a lot in the summer months to decompress from all the endless charts, economic data, and online insanity… but, tougher to do that in the fall and winter months here in WA. Cheers!

            Nov 13, 2024 13:02 PM

            Ditto on Cheers……… 🙂

    Nov 13, 2024 13:50 PM

    Ex:
    I have been catching a lot of your interviews on YouTube and you and Cory do a great job of being thorough and professional. Thanks for giving multiple places to keep up with so many great companies. I particularly appreciate the timeliness on many of the interviews as I often miss some key news events … but you guys haven’t. I appreciate the hard work you guys do and it actually frees me up some time to chase other thoughts. Top notch mining site for sure.