There was an article in yesterday's AFR on Bill Beament. The...

There was an article in yesterday's AFR on Bill Beament. The article is focused mainly on Lithium but also covers other Critical Minerals and specifically mentions Rare Earths. (When BB talks, it pays to listen.) Bill likens the coming boom in Critical Minerals to the Iron Ore boom in the 1960s and 70s.

HC doesn't allow links to the AFR but here are some excerpts from the article:

Lithium created more millionaires in Australia than any other sector in the COVID-19 and post-COVID eras and the party is only just getting started, according to one of the country’s hottest miners, Bill Beament.

Beament, 48 and brimming with self-belief, says the closed-door conversations happening in boardrooms involving lithium and securing supply of lithium is like nothing seen in Australia in the past 50 years.

and

Chemicals companies, battery makers and car manufacturers are all cold-calling lithium hopefuls and miners, trying to get their hands on supply of it and other battery metals and shore up their futures. He saw it first hand this week, hours after signing a deal to acquire a reasonably small lithium prospect that is nowhere near production.

“I hadn’t seen this, or heard about this, in my time,” Beament says. “It has not happened since the ’60s and ’70s, when the Japanese and the Koreans needed steel for their industries and we opened up the Pilbara iron ore district.

“This is what’s happening now, and I don’t think people truly understand what’s going on.”

and

“But when the world normalises, the commitments that every government has made, every big business, every car company on net zero and transmission of energy holy hell … the structural bull market coming – in copper, zinc, lithium, cobalt, nickel to a degree, rare earths – is just frightening.”

If you want to track down the full article for yourself, it's titled: "The coming lithium, copper bull market will be ‘frightening’" (by Anthony Macdonald, Australian Financial Review, 7th July 2023)