Biden’s New Carbon Capture Mandates Will Cause Blackouts, Increases Prices
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The lie of the day is from the EPA: Carbon capture will pay for itself
(thanks to IRA subsidies). No, it won't even with subsidies. Expect
blackouts and a ...
2022-01-17
My Largest Rare Earth Holding
At the moment. What's funny about this one is they have a deal with China, but it's listed in Australia and the mine is in Uganda. There's definitely some geopolitical risk, but look at the chart.
The big and trdable non-Chinese player in this space is Lynas. It broke out in the autumn and hasn't looked back.
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