Chris Berry aka "the voice of reason" is the founder and President of House Mountain Partner. Ernest Scheyder is a journalist and the author of "The War Below."

Topics:

The US critical metals strategy

The US trend towards state capitalism

Picking winners

LAC/GM and the DOE loan "deal"

Free money??

The market bottom

The OPEC analogy to lithium

Lithium's version of fracking

DLE's future role

Lithium as a "party animal"

The long road to a circular economy

Rapid fire