Chris Berry
@cberry1.bsky.social
Research and advisory on energy metals supply chains, materials, macro cycles & absurd valuations. Interests: longevity & loud music. "The Voice of Reason"
Tungsten is called "the armor plate of conflict" for a reason. foreignpolicy.com/2025/11/12/u...
Tungsten Is the Next Flash Point in the Resource Race
Alarmed by Beijing’s rare earths chokehold, Washington is scrambling to plug other potential vulnerabilities.
foreignpolicy.com
November 13, 2025 at 1:04 PM
Tungsten is called "the armor plate of conflict" for a reason. foreignpolicy.com/2025/11/12/u...
Didn't realize China's exports were on this trajectory despite tariffs. www.nytimes.com/interactive/...
November 11, 2025 at 1:22 PM
Didn't realize China's exports were on this trajectory despite tariffs. www.nytimes.com/interactive/...
How China’s Rare Earth Chokehold Could Strangle Europe’s Military Buildup www.nytimes.com/2025/11/06/b...
How China’s Rare Earth Chokehold Could Strangle Europe’s Military Buildup
www.nytimes.com
November 6, 2025 at 6:44 PM
How China’s Rare Earth Chokehold Could Strangle Europe’s Military Buildup www.nytimes.com/2025/11/06/b...
The recent flurry of minerals deal in the US is obviously encouraging but highlights the fact that China still retains significant leverage. thanks @foreignpolicy.com @christinalu.bsky.social for the chance to comment here. foreignpolicy.com/2025/10/31/t...
Will Trump’s Critical Minerals Blitz Pay Off?
The U.S. president has been on a mission to secure new supply chains—and counter China’s grip.
foreignpolicy.com
October 31, 2025 at 5:56 PM
The recent flurry of minerals deal in the US is obviously encouraging but highlights the fact that China still retains significant leverage. thanks @foreignpolicy.com @christinalu.bsky.social for the chance to comment here. foreignpolicy.com/2025/10/31/t...
New pod is out and we go deep into the world of rare earths, government, and strategy with author and Director at 3 Legged Capital David Abraham who literally wrote the book on these topics long before they became front page news.
clearcommodity.net/podcasts/pow...
clearcommodity.net/podcasts/pow...
Ringside Seats to the Rare Earths War: How Geopolitics Weaponized Critical Materials
Today’s guest is long-time friend, author, and Director at 3-Legged Capital David S Abraham. I first met David in 2012 after I read and reviewed his book The Elements of Power. Since then, David has w...
clearcommodity.net
October 4, 2025 at 7:52 PM
New pod is out and we go deep into the world of rare earths, government, and strategy with author and Director at 3 Legged Capital David Abraham who literally wrote the book on these topics long before they became front page news.
clearcommodity.net/podcasts/pow...
clearcommodity.net/podcasts/pow...
September 15, 2025 at 1:53 PM
Alienating your friends when you're trying to reindustrialize in a critical technology is just plain boneheaded. foreignpolicy.com/2025/09/12/h...
Trump’s Hyundai Raid Drains U.S. Battery Brains
The United States can’t build the powerful technologies on its own.
foreignpolicy.com
September 12, 2025 at 5:29 PM
Alienating your friends when you're trying to reindustrialize in a critical technology is just plain boneheaded. foreignpolicy.com/2025/09/12/h...
Brazil Wanted America’s Help Mining Rare Earths. Then Came Tariffs. www.nytimes.com/2025/08/21/w...
Brazil Wanted America’s Help Mining Rare Earths. Then Came Tariffs.
www.nytimes.com
August 21, 2025 at 12:14 PM
Brazil Wanted America’s Help Mining Rare Earths. Then Came Tariffs. www.nytimes.com/2025/08/21/w...
Pleased to welcome Ken Brinsden CEO of Patriot Battery Metals to the pod. Recorded at the Fastmarkets lithium conference in Las Vegas. We discuss the evolution of the lithium ecosystem, cesium, & vertical integration amongst other topics.
clearcommodity.net/podcasts/pow...
clearcommodity.net/podcasts/pow...
In-Depth with Patriot Battery Metals CEO Ken Brinsden and His Visions for the Future Lithium Market
In this episode of The Power Current, host Chris Barry interviews Ken Brinsden, CEO of Patriot Battery Metals, discussing the current state of the lithium market, the evolution of off-take agreements,...
clearcommodity.net
June 30, 2025 at 3:03 PM
Pleased to welcome Ken Brinsden CEO of Patriot Battery Metals to the pod. Recorded at the Fastmarkets lithium conference in Las Vegas. We discuss the evolution of the lithium ecosystem, cesium, & vertical integration amongst other topics.
clearcommodity.net/podcasts/pow...
clearcommodity.net/podcasts/pow...
I wonder if they believe this in Washington? www.ft.com/content/c254...
June 2, 2025 at 11:08 AM
I wonder if they believe this in Washington? www.ft.com/content/c254...
Reposted by Chris Berry
My new piece with my former DOD colleague Greg Pollock on what rollback of Inflation Reduction Act incentives would mean for national security and economic primacy. We argue that it would be akin to an act of surrender to China. nationalinterest.org/blog/energy-...
Rollback of the Inflation Reduction Act Would Surrender Economic Primacy to China
Cuts to the Inflation Reduction Act would weaken U.S. clean energy leadership and hand China an edge in global economic dominance.
nationalinterest.org
May 21, 2025 at 8:57 PM
My new piece with my former DOD colleague Greg Pollock on what rollback of Inflation Reduction Act incentives would mean for national security and economic primacy. We argue that it would be akin to an act of surrender to China. nationalinterest.org/blog/energy-...
The pod this week covers innovation in the electricity distribution market. Why did the blackout in Spain & Portugal happen? Why did a blown transformer shut down Heathrow Airport? Tantalus Systems CEO Peter Londa has the answers and some unique solutions.
open.spotify.com/episode/5Fh3...
open.spotify.com/episode/5Fh3...
Innovating Utilities and Preventing Blackouts with Tantalus Systems
The Power Current with Chris Berry · Episode
open.spotify.com
May 12, 2025 at 8:20 PM
The pod this week covers innovation in the electricity distribution market. Why did the blackout in Spain & Portugal happen? Why did a blown transformer shut down Heathrow Airport? Tantalus Systems CEO Peter Londa has the answers and some unique solutions.
open.spotify.com/episode/5Fh3...
open.spotify.com/episode/5Fh3...
Hard to see how a 90 day pause makes it any easier for companies to make multi-hundred million (or billion) dollar CAPEX decisions.
May 12, 2025 at 11:22 AM
Hard to see how a 90 day pause makes it any easier for companies to make multi-hundred million (or billion) dollar CAPEX decisions.
Article makes the case that there is a viable (economic) path for reindustrialization in the US and to paraphrase Paul Krugman, "productivity is *almost* everything in the long run."
www.theguardian.com/commentisfre...
www.theguardian.com/commentisfre...
The case for American reindustrialisation | Dustin Guastella
Walking through the US’s deindustrialized zones is a bit like walking through Dresden after 1945. We can rebuild better than before
www.theguardian.com
May 6, 2025 at 12:12 PM
Article makes the case that there is a viable (economic) path for reindustrialization in the US and to paraphrase Paul Krugman, "productivity is *almost* everything in the long run."
www.theguardian.com/commentisfre...
www.theguardian.com/commentisfre...
The pod this week is a terrific convo on the critical metals supply chain and a way forward with Ashley Zumwalt-Forbes. Really sharp insights on how the public and private sectors should work together to compete.
clearcommodity.net/podcasts/pow...
clearcommodity.net/podcasts/pow...
Can US Markets Compete Against Chinese Rare Earth Production? In-depth with Ashley Zumwalt-Forbes
One of the major changes we have seen globally in recent years along the clean energy supply chain is the willingness of governments in countries like China, the US, and the EU to jumpstart funding fo...
clearcommodity.net
May 2, 2025 at 11:25 AM
The pod this week is a terrific convo on the critical metals supply chain and a way forward with Ashley Zumwalt-Forbes. Really sharp insights on how the public and private sectors should work together to compete.
clearcommodity.net/podcasts/pow...
clearcommodity.net/podcasts/pow...
"The battery maker said it would have booked an 83 billion won operating loss without a tax credit received under the U.S. Inflation Reduction Act"
Underscores how essential tax credits are to achieving profitable scale in the US.
www.reuters.com/business/aut...
Underscores how essential tax credits are to achieving profitable scale in the US.
www.reuters.com/business/aut...
LG Energy Solution flags Q2 sales decline as automakers hemmed in by tariff volatility
South Korean battery maker LG Energy Solution (LGES) on Wednesday said it expected revenue in the second quarter ended June to decline from Q1 partly due to uncertainties from U.S.-driven tariff policies.
www.reuters.com
April 30, 2025 at 4:12 PM
"The battery maker said it would have booked an 83 billion won operating loss without a tax credit received under the U.S. Inflation Reduction Act"
Underscores how essential tax credits are to achieving profitable scale in the US.
www.reuters.com/business/aut...
Underscores how essential tax credits are to achieving profitable scale in the US.
www.reuters.com/business/aut...
Interesting to note which commodities will and won't benefit from the trade war. Copper 🚀
www.ft.com/content/72da...
www.ft.com/content/72da...
China’s copper supplies set to run out as US tariffs bite, says Mercuria
Market suffers one of ‘greatest tightening shocks’ in its history as traders race to get ahead of potential levies
www.ft.com
April 29, 2025 at 11:10 AM
Interesting to note which commodities will and won't benefit from the trade war. Copper 🚀
www.ft.com/content/72da...
www.ft.com/content/72da...
A good case study on how businesses are affected by political uncertainty which feeds directly into economics: “The [two]-way flow of rare earth materials between the U.S. and China has ceased as a result of the tariffs levied in each jurisdiction”
www.wsj.com/business/lyn...
www.wsj.com/business/lyn...
Lynas in New Sales Agreements Talks as Tariffs Arrest U.S.-China Rare-Earths Trade
Lynas Rare Earths said recent policy changes have affected trading in the China-dominated market for rare earths, critical minerals needed for everything from smartphones to jet fighters.
www.wsj.com
April 28, 2025 at 1:48 PM
A good case study on how businesses are affected by political uncertainty which feeds directly into economics: “The [two]-way flow of rare earth materials between the U.S. and China has ceased as a result of the tariffs levied in each jurisdiction”
www.wsj.com/business/lyn...
www.wsj.com/business/lyn...
Today's pod is a master class in black mass and battery recycling with the excellent Lee Allen from Fastmarkets. We go deep on the nuances & incredibly strong growth potential of this market & look into how recycling evolves as supply chains reorient.
clearcommodity.net/podcasts/pow...
clearcommodity.net/podcasts/pow...
Understanding the Black Mass Market and the Challenges of Battery Recycling
This episode of Power Current delves into the intricacies of black mass production with Lee Allen of Fastmarkets, exploring its definition, importance, and the current landscape of the recycling marke...
clearcommodity.net
April 18, 2025 at 7:23 PM
Today's pod is a master class in black mass and battery recycling with the excellent Lee Allen from Fastmarkets. We go deep on the nuances & incredibly strong growth potential of this market & look into how recycling evolves as supply chains reorient.
clearcommodity.net/podcasts/pow...
clearcommodity.net/podcasts/pow...
Reposted by Chris Berry
Geologist warns prospect of a mineral bonanza in Greenland is a mirage www.cbsnews.com/news/geologi...
Geologist warns prospect of a mineral bonanza in Greenland is a mirage
Geologist Minik Rosing refutes claims from the Trump administration about untapped mineral riches in Greenland. The U.S. should look closer to home to secure the future.
www.cbsnews.com
April 17, 2025 at 1:16 AM
Geologist warns prospect of a mineral bonanza in Greenland is a mirage www.cbsnews.com/news/geologi...
what is the point of another investigation and report when we already know the answer?
www.whitehouse.gov/fact-sheets/...
www.whitehouse.gov/fact-sheets/...
Fact Sheet: President Donald J. Trump Ensures National Security and Economic Resilience Through Section 232 Actions on Processed Critical Minerals and Derivative Products
BOLSTERING AMERICA’S CRITICAL MINERALS FUTURE: Today, President Donald J. Trump signed an Executive Order launching an investigation into the national
www.whitehouse.gov
April 15, 2025 at 11:47 PM
what is the point of another investigation and report when we already know the answer?
www.whitehouse.gov/fact-sheets/...
www.whitehouse.gov/fact-sheets/...