Dan Dreyfus: America's Critical Minerals Crisis is Here

0:00We've got Dan Dreyfus on the show.

0:01He's with Fournite Capital.

0:03We're going to be measuring human progress by how much electricity we consume.

0:08The semiconductor industry.

0:09I view that as an industrial or infrastructure company.

0:13I mean, it's effectively a factory.

0:15We try to figure out where the world is going, and then we try to figure out what we're going to need to get there.

0:23In the next 10 minutes, I am going to try to teach you about critical minerals, commodities, our incredibly fragile infrastructure here in the U.S.

0:35that is going to require trillions and trillions of dollars of investment if we want to achieve our technological objectives, our reshoring, re-industrialization objectives, and our national security and military objectives.

0:52But first, a little bit of history.

0:55We are at a very significant inflection point right now in U.S.