Mining Stock Education

“The entire theme undercurrent in this [recent] conference was national defense. We, the United States, are going to re-industrialize because we want to be self-sufficient in critical industries, be they national defense like drones or A.I. or critical materials like battery production, and I would argue that that narrative of national defense has now permeated the junior mining and the mining world as well,” Chris Berry, president of House Mountain Partners, shares in this MSE episode. The discussion with Chris revolves around the U.S. Department of Defense's investment in MP Materials and its implications for the rare earth and lithium markets. Chris highlights the significant shift towards national defense as a driver in the mining sector, the intricacies of rare earth pricing, and the potential of Direct Lithium Extraction (DLE). The episode also touches on the evolving narrative from net zero to national defense and the critical role of public-private partnerships in reestablishing the U.S. as a dominan