In this episode, I catch up again with Andrea Hotter, Special Correspondent at Fastmarkets, to dive into the shifting landscape of critical minerals and commodities. Andrea recently attended the Securing America’s Future Energy (SAFE) summit in Washington, D.C., and shares valuable insights on how policy narratives have dramatically shifted—from ESG and climate change to national and energy security.

We discuss major developments, including the impact of reciprocal tariffs, government funding for critical minerals projects, and the evolving role of foreign investors and allies like South Korea, Japan, and Chile. Andrea also highlights the massive implications of new U.S. executive orders aimed at fast-tracking project permitting and the potential introduction of equity investments by the U.S. government into strategic mining and processing projects.

Later, we explore one of the most fascinating yet controversial developments: deep-sea mining. Andrea provides perspective on recent executive moves toward commercializing seabed minerals, including nickel, cobalt, copper, and rare earths, while examining the risks and opportunities in this emerging field.

Finally, we touch on investment opportunities in both mainstream and niche commodities markets, from lithium and copper to lesser-known critical metals. We examine how the growth of liquid derivatives contracts, including those recently launched by the Intercontinental Exchange (ICE) with Fastmarkets, is transforming commodities into more investable markets.

Be sure to subscribe for more insights into commodities investing, market trends, and policy developments.

CHAPTERS 📖

Links 🌍

RK Equity Website: https://rkequity.com/

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DISCLAIMER

NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH

Rodney and Howard are not financial advisors nor broker-dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do your own independent research and read the disclaimer at the end of the video or on RK Equity’s website https://www.rkequity.com

Intro and outro audio credit: Jamie Klein