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Byron King: Good (and Bad) Rare Earths News, Why Copper is Hot
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The rare earths market is dominated by China, but Byron King, who writes Whiskey & Gunpowder at Agora Financial, believes North America has the ability to develop its own supply chain.
"The good news is you can do that with zero China input," he said. "The bad news is that it's going to cost you some money ... that's the only way it's going to happen."
Aside from rare earths, King touched on copper, which he said is "really hot on" because of its expanding applications.
#RareEarths #Copper #Investing
Click below to jump to each timestamp:
0:00 - Intro
0:21 - China's rare earths dominance
3:32 - Recent US rare earths news
5:07 - North America's highest-grade rare earths ore
7:05 - Rare earths companies outside China
11:01 - Do governments have rare earths expertise?
13:55 - The case for copper right now
16:50 - Copper companies to consider
17:48 - Outro
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