Chris Berry
@cberry1
Followers
10K
Following
12K
Media
321
Statuses
9K
Research and advisory on energy metals supply chains, materials, cycles & absurd valuations. Interests: longevity & loud music. Host: The Power Current Podcast
Washington, DC
Joined December 2008
Why China Is Trying to Tame Its Electric Car Frenzy
nytimes.com
Beijing has run out of patience with companies slashing prices, and is urging restraint. But fierce competition is also producing a surge of innovation.
0
0
1
China will own this supply chain for many years absent substitution or other deals in the same vein as the DoD @MPMaterials arrangement. via @ft.
ft.com
Western efforts to create a rival supply chain and break Beijing’s dominance will come up against challenges of cost and scale
2
3
8
Really looking forward to contributing here in the new epicenter of lithium and battery materials innovation in North America.
📣 Featured Speaker Announcement 📣. Chris Berry, Founder and President of House Mountain Partners, will be a featured speaker at the 2025 Arkansas Lithium Innovation Summit. Get tickets today at #ALIS2025
0
2
19
Brazil Wanted America’s Help Mining Rare Earths. Then Came Tariffs.
nytimes.com
Tensions between President Trump and Brazil’s leader could derail a promising alliance to unlock the world’s second largest reserve of the minerals.
0
0
2
No idea how this Hydrograph graphene story will end but somebody is going to be very right and somebody is going to be very wrong. There’s no middle ground with these microcaps. No position. $HGRAF $HG.cn.
2
0
20
A good primer on the history and future of US dependence on critical minerals in the defense industrial base. Thanks @christinafei for the quote.
foreignpolicy.com
But the Pentagon is hoping it can change that.
0
1
3
The reindustrialization thematic is underscoring the (overdue) blurring of the lines between economic and national security at just the right time. via @WSJ.
wsj.com
Vulcan Elements says Brad Gerstner’s Altimeter led the funding round, which comes as China tightens exports of critical minerals.
0
0
0
I know an article like this is like catnip for junior miners, but the story of China delaying an antimony shipment from Australia to Mexico is too good not to share. via @WSJ.
wsj.com
Beijing is squeezing the flow of key elements needed to make defense systems, a sign of the leverage China has over the U.S. military supply chain.
4
7
30
China faces off against US for domination of the DR Congo’s critical minerals industry
scmp.com
China’s pushback includes envoy to Congo underlining Beijing’s commitment to supporting the central African country address its crises.
1
3
13
The U.S. has rare earths. What it lacks are investors willing to gamble on an industry dominated by Beijing. via @WSJ.
wsj.com
Rare-earth elements are key to trade disputes with China, but American projects are rife with risks.
6
4
17
RIP. I had the Ozzy Randy Tribute poster on my wall as a teenager.
nytimes.com
As the lead singer of Black Sabbath, he helped invent heavy metal. On “The Osbournes,” he presented a comedic counterpoint to his rock ’n’ roll infamy.
2
1
12
Really enjoyed this! Thanks for the opportunity.
Listen to battery metals analyst @cberry1 break down the significance of the DOD's investment in $MP . 0:36 $MP Materials.5:32 Rare Earth Pricing & Market.15:22 Li Outlook.25:46 Oil Super Majors Enter Li Market.30:43 Hard Rock vs DLE.32:39 Li volitility.37:25 Li Refining.45:31 AI
1
7
17
I attended this excellent conference this week and can confirm that the narrative around tech and critical materials investing has now fully shifted from ESG to a focus on national defense via @ft.
ft.com
Silicon Valley players cheer Jamieson Greer as they hope to benefit from a boost to military spending
0
4
9
China’s tightest rare-earths headlock is financial
reuters.com
Beijing’s 91% grip on materials vital to defence and electric vehicles is down to its scale, but also its lead in processing. The mining sector can’t replicate China’s subsidised model, which runs on...
0
3
17
It’s interesting to note how similar the permanent magnet and lithium ion battery recycling businesses are in both their potential and their limitations.
4
1
14
Today's podcast goes deep into the world of anode development with Vikram Handa from @Epsiloncarbon1. We discuss the growth of the ex-China anode supply chain, public/private partnerships, and the role of India in electrification. @TrevAHall .
clearcommodity.net
My guest today is Vikram Handa, Managing Director at Epsilon Carbon. Epsilon Carbon is a global manufacturer of high performance and high-quality anode and cathode materials for lithium-ion batteri...
0
1
3