Critical Minerals Chokepoints: Lithium, Rare Earths & Supply Chain Risks | The KE Report

About this episode

The episode discusses critical minerals, focusing on lithium and rare earths, and the impact of global supply chain risks.

Hosted by the Cory Fleck of the Korelin Economics Report, Howard Klein and Matt Fernley discuss the recent structural changes in the critical minerals sector, highlighting how the ongoing conflict in the Middle East has restricted the global sulfur supply and directly disrupted downstream nickel and cobalt processing. They also analyze the emerging trends in heavy rare earth element demand, evaluated new visual clay processing techniques, and debated the long-term feasibility of domestic lithium production and government-backed price floors.Follow us on X (Twitter):Howard: https://x.com/LithiumIonBullMatt: https://x.com/matt_fernley___ Chapters (00:00) US-China Minerals Talks(04:20) Sulfur Supply Shock(06:20) Rare Earth Demand(08:00) Processing Challenges(11:40) New Rare Earth Tech(15:40) US Lithium Potential(18:20) Direct Lithium Extraction(22:40) Canada’s Minerals Push(24:40) Critical Minerals Price Floors(28:00) Government Support Tools(31:20) Investor Takeaways Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs:https://rkequity.com/ Questions:rockstockchannel@rkequity.com Patreon:https://www.patreon.com/rockstockchannel Podcast Apple Podcasts…

People in this episode

Host: Cory Fleck

Guests: Howard Klein, Matt Fernley

Topics covered

• critical minerals
• lithium
• rare earths
• supply chain risks
• nickel and cobalt processing
• domestic lithium production
• government support

Keywords

• critical minerals
• lithium
• rare earths
• supply chain
• nickel
• cobalt
• domestic production
• government support
• visual clay processing
• price floors

Mentioned in this episode

Organizations: Korelin Economics Report, Lithium-Ion Bull, rkequity.com, rockstockchannel, Patreon, Apple Podcasts, Spotify

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