Industrial policy debates around critical metals continue to rage in national and financial capitals. What works best? Price floors? Export controls? Tariffs? A mixture? I wanted to flesh out these and other questions with two individuals that have been steeped in the policy and financial questions that the markets are struggling to answer: Arnab Datta and Alex Turnbull. Arnab is the Managing Director of Policy Implementation at Employ America and Alex is a well-known investor and researcher in the energy transition ecosystem.
After getting their thoughts on the general state of play in the critical metals markets, we delve into price floors, the proper balance between the public and private sector, cost of capital, the MP Materials deal challenges, and what the next five years might look like.
As a reminder we do mention companies in this episode so please do your own due diligence before making any investment decisions.
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