Am 24 minutes in, very interesting video, the bloke in the white t-shirt is very informative on REE's.As for the frog...THE DIRECTOR'S SPECIAL
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▶️ CHAPTER TIMESTAMPS
00:00 Introduction
02:09 Rare Earth Experts
03:19 Geopoliticals - what's going on?
07:43 Challenges in the supply chain?
21:48 Can clays work ex-China?
38:15 Understanding Rare Earth Imbalance
39:12 Engineering Solutions for Demand
39:44 Challenges in Rare Earth Production
40:49 Magnet Technology
43:51 Investing in the Equities
52:52 The Role of China Revisited
01:02:58 Geopolitical Dynamics and Future Outlook
01:05:00 Deals that make sense
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