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Don Lay – Rare Earths are Essential for the EV Revolution (Audio)
Don talks about his experiences during the previous bull market in rare earth metals. This market came to investors attention rather rapidly in 2009 after James Dines wrote a newsletter on the subject. The last bull market was a wild time with some companies shares moving up 8x to 20x. China still controls the majority of the rare earth market, along with a monopoly on the processing of these metals. A lot of rare earth metals are required in electric vehicles. Electric vehicles will reach mass adoption, particularly in urban areas where they make a lot of sense. The next ten years will be exceptional.
Courtesy of Palisade Radio
Posted July 23, 2019
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