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How can the U.S. compete if China controls the rare earths that power AI, EVs, and defense?
Robert Bryce has spent a lot of time thinking about this question. He’s a journalist and energy analyst who’s spent years digging into power grids, critical minerals, and U.S.-China supply chains. He’s also the author of several books including A Question of Power, Smaller Faster Lighter Denser Cheaper, and Power Hungry.
In this episode, Robert and I discuss:
- China’s stranglehold on rare earths and magnet manufacturing
- Can the U.S. reshore mining?
- The long, costly road to new copper supply
- Why the AI/data-center boom is really a natural-gas story
Follow Resource Insider:
Twitter: https://twitter.com/Jamie_Keech
YouTube: https://www.youtube.com/@resourceinsider
LinkedIn: https://ca.linkedin.com/in/jamiekeech
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DISCLAIMER: Ivaldi Venture Capital Ltd. – parent company of resourceinsider.com – is not a registered investment advisor or broker/dealer. Viewers are advised that the material contained herein are solely for entertainment purposes. Neither resourceinsider.com, Ivaldi Venture Capital Ltd, or any of their principals or employees purport to tell or suggest which investment securities members, viewers or readers should buy or sell for themselves or others. Readers, viewers, subscribers, site users and anyone reading or viewing material published by the above-mentioned entities or individuals should always conduct their own research and due diligence and obtain professional advice before making an investment decision. The above- noted entities and their principles, employees and contractors are not liable for any loss or damage caused by a reader’s reliance on information obtained in any of our posts, newsletters, special reports, videos, podcasts, email correspondence, membership services or any of our websites. Viewers are solely responsible for their investment decisions.
The information contained herein does not constitute a representation by Ivaldi Venture Capital Ltd, resourceinsider.com or any of their principals or employees, nor does such constitute a solicitation for the purchase or sale of securities. Our opinions and analysis are based on sources believed to be reliable, but no representation or warranty, expressed or implied, is made as to their accuracy or completeness of such information, opinion and/or analysis. All information contained in our newsletters, on our website or YouTube channel, or in this video should be independently verified with the companies and individuals mentioned. The editor and publisher are not responsible for errors or omissions.
Ivaldi Venture Capital Ltd, resourceinsider.com and/or their principals and employees may receive compensation from time to time from the companies or individuals that may be mentioned in our newsletter, videos, podcasts, special reports or on our websites. You should assume a conflict of interest and proceed accordingly.
Any opinions expressed are subject to change without notice. Principals, owners, employees and contractors have the right to buy and sell securities mentioned on our websites, videos or other channels of communication without providing notice of such purchases and sales. You should assume that if a company is discussed in this video, or on any content or websites produced by Ivaldi Venture Capital Ltd, resourceinsider.com or by any of their principals or employees, that their principles and/or employees have purchased securities, or may make an investment in the future in a company that we cover and/or discuss.
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Want the best investment opportunities in mining & energy? Join my FREE newsletter: https://resourceinsider.com/#free-RI-list
How can the U.S. compete if China controls the rare earths that power AI, EVs, and defense?
Robert Bryce has spent a lot of time thinking about this question. He’s a journalist and energy analyst who’s spent years digging into power grids, critical minerals, and U.S.-China supply chains. He’s also the author of several books including A Question of Power, Smaller Faster Lighter Denser Cheaper, and Power Hungry.
In this episode, Robert and I discuss:
- China’s stranglehold on rare earths and magnet manufacturing
- Can the U.S. reshore mining?
- The long, costly road to new copper supply
- Why the AI/data-center boom is really a natural-gas story
Follow Resource Insider:
Twitter: https://twitter.com/Jamie_Keech
YouTube: https://www.youtube.com/@resourceinsider
LinkedIn: https://ca.linkedin.com/in/jamiekeech
---
DISCLAIMER: Ivaldi Venture Capital Ltd. – parent company of resourceinsider.com – is not a registered investment advisor or broker/dealer. Viewers are advised that the material contained herein are solely for entertainment purposes. Neither resourceinsider.com, Ivaldi Venture Capital Ltd, or any of their principals or employees purport to tell or suggest which investment securities members, viewers or readers should buy or sell for themselves or others. Readers, viewers, subscribers, site users and anyone reading or viewing material published by the above-mentioned entities or individuals should always conduct their own research and due diligence and obtain professional advice before making an investment decision. The above- noted entities and their principles, employees and contractors are not liable for any loss or damage caused by a reader’s reliance on information obtained in any of our posts, newsletters, special reports, videos, podcasts, email correspondence, membership services or any of our websites. Viewers are solely responsible for their investment decisions.
The information contained herein does not constitute a representation by Ivaldi Venture Capital Ltd, resourceinsider.com or any of their principals or employees, nor does such constitute a solicitation for the purchase or sale of securities. Our opinions and analysis are based on sources believed to be reliable, but no representation or warranty, expressed or implied, is made as to their accuracy or completeness of such information, opinion and/or analysis. All information contained in our newsletters, on our website or YouTube channel, or in this video should be independently verified with the companies and individuals mentioned. The editor and publisher are not responsible for errors or omissions.
Ivaldi Venture Capital Ltd, resourceinsider.com and/or their principals and employees may receive compensation from time to time from the companies or individuals that may be mentioned in our newsletter, videos, podcasts, special reports or on our websites. You should assume a conflict of interest and proceed accordingly.
Any opinions expressed are subject to change without notice. Principals, owners, employees and contractors have the right to buy and sell securities mentioned on our websites, videos or other channels of communication without providing notice of such purchases and sales. You should assume that if a company is discussed in this video, or on any content or websites produced by Ivaldi Venture Capital Ltd, resourceinsider.com or by any of their principals or employees, that their principles and/or employees have purchased securities, or may make an investment in the future in a company that we cover and/or discuss.
RI Podcast EP 52 - Adam & Jack Lundin, The Lundin Group
Resource Insider Podcast
58 minutes 28 seconds
4 years ago
RI Podcast EP 52 - Adam & Jack Lundin, The Lundin Group
***EPISODE 52***
Jack & Adam Lundin are part (½ to be exact) of the 3rd generation of mining entrepreneurs known as the “The Lundin Group”.
Started by their grandfather Adolph and currently led by their father Lukas the Lundin Group is one of the most successful natural resource organizations in history. They explore, build and operate mining & energy projects around the globe. Their portfolio consists of a range of commodities including gold, copper and oil.
In this conversation Jamie, Jack & Adam discuss:
- How to succeed as the 3rd generation of a mining family.
- Lessons learned through 3 generations of resource entrepreneurship.
- The formation and current structure of the Lundin Group.
- Why the Lundin’s have been able to perform in jurisdictions where many others have failed.
- The companies Adam and Jack are currently leading.
- The future focus of the Group.
The Lundin’s are perhaps the only true dynasty in the mining world. This one’s a must listen, Enjoy!
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DISCLAIMER: Past performance is no guarantee of future results and individual investor results may vary. We are publishers and not financial advisors. Our role is that of a publisher and the role of our editors is to provide you with information that you can use to make your own decisions. INFORMATION PUBLISHED AS PART OF THIS SERVICES OR ON OUR SITES IS NOT INVESTMENT ADVICE, IS NOT TO BE INTERPRETED AS SUCH, AND IS NOT DESIGNED TO MEET YOUR PERSONAL FINANCIAL SITUATION OR INVESTMENT OBJECTIVES. THE MATERIAL IN OUR SERVICES AND ON OUR SITES IS NOT TO BE CONSTRUED AS AN OFFER TO BUY OR SELL, OR THE SOLICITATION OF AN OFFER TO BUY OR SELL, ANY SECURITY, FINANCIAL PRODUCT OR INSTRUMENT, OR TO PARTICIPATE IN ANY PARTICULAR INVESTMENT STRATEGY IN ANY GLOBAL JURISDICTION IN WHICH SUCH OFFER, SOLICITATION OR INVESTMENT STRATEGY WOULD BE ILLEGAL. Many of the opportunities described require subscribers to fit certain criteria including “accredited investor” status. It is the responsibility of subscribers to ensure they’re compliant with the respective laws in their country of domicile. By subscribing to Resource Insider you are declaring that you are an “accredited investor” and/or sanctioned to invest in private placement opportunities in your country of domicile. Prior to exploring any opportunity further, you should first meet with and discuss such opportunity with your own private advisors. For more information please review our full Terms & Conditions at resourceinsider.com.
Resource Insider Podcast
Want the best investment opportunities in mining & energy? Join my FREE newsletter: https://resourceinsider.com/#free-RI-list
How can the U.S. compete if China controls the rare earths that power AI, EVs, and defense?
Robert Bryce has spent a lot of time thinking about this question. He’s a journalist and energy analyst who’s spent years digging into power grids, critical minerals, and U.S.-China supply chains. He’s also the author of several books including A Question of Power, Smaller Faster Lighter Denser Cheaper, and Power Hungry.
In this episode, Robert and I discuss:
- China’s stranglehold on rare earths and magnet manufacturing
- Can the U.S. reshore mining?
- The long, costly road to new copper supply
- Why the AI/data-center boom is really a natural-gas story
Follow Resource Insider:
Twitter: https://twitter.com/Jamie_Keech
YouTube: https://www.youtube.com/@resourceinsider
LinkedIn: https://ca.linkedin.com/in/jamiekeech
---
DISCLAIMER: Ivaldi Venture Capital Ltd. – parent company of resourceinsider.com – is not a registered investment advisor or broker/dealer. Viewers are advised that the material contained herein are solely for entertainment purposes. Neither resourceinsider.com, Ivaldi Venture Capital Ltd, or any of their principals or employees purport to tell or suggest which investment securities members, viewers or readers should buy or sell for themselves or others. Readers, viewers, subscribers, site users and anyone reading or viewing material published by the above-mentioned entities or individuals should always conduct their own research and due diligence and obtain professional advice before making an investment decision. The above- noted entities and their principles, employees and contractors are not liable for any loss or damage caused by a reader’s reliance on information obtained in any of our posts, newsletters, special reports, videos, podcasts, email correspondence, membership services or any of our websites. Viewers are solely responsible for their investment decisions.
The information contained herein does not constitute a representation by Ivaldi Venture Capital Ltd, resourceinsider.com or any of their principals or employees, nor does such constitute a solicitation for the purchase or sale of securities. Our opinions and analysis are based on sources believed to be reliable, but no representation or warranty, expressed or implied, is made as to their accuracy or completeness of such information, opinion and/or analysis. All information contained in our newsletters, on our website or YouTube channel, or in this video should be independently verified with the companies and individuals mentioned. The editor and publisher are not responsible for errors or omissions.
Ivaldi Venture Capital Ltd, resourceinsider.com and/or their principals and employees may receive compensation from time to time from the companies or individuals that may be mentioned in our newsletter, videos, podcasts, special reports or on our websites. You should assume a conflict of interest and proceed accordingly.
Any opinions expressed are subject to change without notice. Principals, owners, employees and contractors have the right to buy and sell securities mentioned on our websites, videos or other channels of communication without providing notice of such purchases and sales. You should assume that if a company is discussed in this video, or on any content or websites produced by Ivaldi Venture Capital Ltd, resourceinsider.com or by any of their principals or employees, that their principles and/or employees have purchased securities, or may make an investment in the future in a company that we cover and/or discuss.