Energy Fuels has seen big gains from its foray into Rare Earth / REE. It has been utilizing its White Mesa plant in Utah to extract rare earths from monezite, used in the production of rare earth magnets. The transition to electric vehicles by the US government policy making is driving huge demand.
 
Today’s panel consists of Mark Chalmers of Energy Fuels; the CEO of their joint venture partner NEO, Constantine Karayannopoulos; and industry rare earths commentator, Jack Lyfton. We discuss the rare earths market today and who the key players are. First mover advantage. Barriers to entry. And the diversification of the supply chain. And what should investors be looking for and new entrants come to market.