Private Briefing with Byron King
Saturday, March 29th, 2025
Laramie, Wyoming
What’s a ‘broken play’ in mining terms? Why is antimony so important to the military? What are the Chinese making in their new ‘dark factories?’
These are some of the topics that came up in my hour-long discussion with BPR friend and favorite Byron King (a contributor to Strategic Intelligence, edited by our friend Jim Rickards). Byron gives you an in-depth introduction to rare earth elements in this month’s Private Briefing.
You can watch the video by clicking on the image. Or you can read the transcript below it. The transcript has been lightly edited for clarity and brevity. As always, we respectfully request that you don’t share these Private Briefings—a benefit of being a paying subscriber—with others.
Enjoy,
Dan
P.S. After the transcript, I’ve published some additional, initial research into US-based companies with exposure to rare earths, or companies with projects in the US. These are not recommendations and should not be treated as such. They are part of our ongoing project to understand the impact of Trump Administration Executive Orders on rare earths, critical minerals, and strategic metals. Look for more research in the coming months.