Author, Elements of Power (2015). Speaker and a bit more. From White House to Wall St; African villages to Japanese think tanks. Rare metals, Green, Technology.
HuTong Hot Pot now has its own foreign policy--and it's #China's. A worrisome trend that will only breed suspicion on all sides.
@TheAnalytic@thechinaprice@ChinaBeigeBook
https://t.co/p5yec81VdI
The people are critical, not the mining. #tesla batteries need engineers to process lithium. Rare minerals are easy to find, the process to extract them, not so much. @sdmoores@cberry1
https://t.co/d2hJqfXg5d
It’s hard for Apple to burnish green credentials when it incentivizes junking old #iphones. Piles of #ewaste#circulareconomy@Revkin https://t.co/DZ3sNIrxiH
So #trump signs a #criticalminerals order to produce lithium domestically. China boasts the same. The new "resource security" race. The focus is too much on mining, not enough on the next steps. @benchmarkmin@cberry1 https://t.co/1nPLcUpDia
A 519,500-ton lithium deposit was found in Southwest China's Sichuan this year, which is expected to reduce China's reliance on imports as energy experts call for its protection and the creation of a strategic reserve
For a China acquiring #LDCMetals is a smart move to ensure supply and get better market insight--part of #madeinchina2025 strategy. But who is #AXAM Asset Management behind the deal?
https://t.co/TJ9n5UUAXy
@anthony_lipmann @benchmarkmin@cberry1@eilperin “people need to also realize is that if mining doesn’t happen in the U.S. with relatively good regulations, it happens in far flung places with much worse ones. On a planetary basis, that’s not good.” https://t.co/HEBoqq9Y1N
Trump's #criticalminerals EO is nuanced - is it pretext for reversal of enviro regs or smart approach to supply line investment - depends on next steps. Either way US never mineral self-reliant @benchmarkmin@cberry1@eilperin https://t.co/HUyFKRr9LI