Geopolitics and stockpiling support critical minerals
The speakers argued that rising resource nationalism and government initiatives, such as the US Project Vault and Canadian development funds, are providing unprecedented capital and strategic support for North American critical mineral projects.
The argument
The US Project Vault reportedly has $200 billion allocated to stockpile critical minerals like lithium and copper, while Canadian federal and provincial governments are actively funding and prioritizing these resources in trade agreements like CUSMA.
The thesis, stress-tested
✓ What validates it
- ✓Allocation of Project Vault funds to specific developers
- ✓Inclusion of explicit critical mineral protections in renegotiated CUSMA trade agreements
▸ Risks discussed
- ▸Changes in political administrations shifting funding priorities
- ▸Delays in government fund allocation
Hear it yourself
"that type of company from 50 to 400 than it is to take a $500,000,000 company and make it 5,000,000,000. So so I look for those opportunities in a in a market cap where one can double and triple and quadruple their their valuations. Okay? So to bring that back and, with Lithium Bank, you know, we're the the option here is that when we looked at lithium, lithium was in, around 5 or $6,000 a ton. And two years ago, it went up to $80,000 at one time. K? So there was definitely a time window, that, you know, the"
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