American oil & gas investors, heads up! You want to drive the energy transition by investing in Tanbreez Mining Greenland.
July 2023 interview with David Blackmon highlights again the desirability of American capital building the world's largest rare earths mine.
Those who make their living in the global capital markets know two things:
Every investor cannot wait to go fifth.
Once a first investor commits, hundreds of investors sitting on the sidelines throw their money at the deal.
On 21 December 2023, the Chinese government took the odd step of declaring it will ban the export of “heavy rare earth processing technologies.” On the heels of that, the Tanbreez Mining team examined whether that statement had any substance and what it portends for future critical minerals competition.
David Blackmon, who writes
and hosts the insightful podcast The Energy Question on YouTube recently had me as a guest on to discuss what this new political verbiage from the Chinese means in practice. That podcast will be published shortly and I will share it when it debuts.As backgrounder, David and I discussed the rare earth markets in July 2023, a conversation worth listening to, especially if you’re a rational energy investor in the United States who would like to see smart decisions made for the evolution of America’s energy mix and security.
Jul 31, 2023 The Energy Question with David Blackmon
In Episode 55 of The Energy Question, David Blackmon interviews Christopher Messina, the dynamic CEO of Tanbreez, the company that owns rights to develop the Tanbreez mine on the southern coast of Greenland. The Tanbreez mine was recently cited by Mining.com as the largest reserve of rare earth elements on the planet. In this interview, Mr. Messina details the promising status of the project and his efforts to secure both private and public funding to move the project forward.
You can find out more about Tanbreez and contact the team at: www.Tanbreez.com.
Happy New Year full of American energy independence and Greenlandic economic development!
Pertinent and critical points. Protecting our economy is a political and shared responsibility. The alternative is complacent assumption that retreating from access to resources that underlie our national defense systems and appetite for consumer goods “probably won’t affect us”. In a word ... do you want our navy/air forces to maintain their capabilities?