Dear Reader,

The demand side is easy to understand.

EVs, AI, storage - everything points up. Most forecasts for the critical metals that make them happen are nearly 3 million tonnes by 2030, with the market pushing toward $100 billion.

That part gets attention.

But, supply is less talked about and where it gets interesting.

New production still takes 7 to 10 years to come online. It's capital-heavy, slow to scale, and not every project delivers what it looked like on paper.

So you end up with a gap. Demand moves quickly. Supply follows, but on a delay.

That's where things start to shift.

One company is sidestepping the usual supply problem and producing this critical material from an overlooked source...right here in the U.S.

It's a different approach. And it's already off & running.

And it has room to scale.

See which company is already producing from an unexpected source >

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