National Guard in SF? US vs China on Rare Earths, Trump-Xi Meeting, Price Floors, AI's PR Crisis

Bullish:

• $MP - MP Materials has secured take-or-pay agreements with General Motors, providing revenue certainty for their LFP cathode business

  • “MP has a deal with General Motors, one of my businesses that makes LFP cathode. Same deal with GM. You do what's called a take or pay, which means that General Motors steps up and says, great. I will buy x amount of volume from you at y price.”

    Chamath·29:33
• $ROBOTICS - Robotics sector represents a major future market opportunity driven by rare earth demand for permanent magnets used in robot actuation mechanisms

  • “The real in future markets that really matter is in robotics because these permanent magnets are the key input to actuation mechanism of the robots. Meaning, how do the robots move? How do the joints move? Through actuation, that happens because of rare earths and permanent magnets.”

    Chamath·31:59
• $RAREEARTH - US rare earth processing sector is positioned to benefit from government support as a national security imperative to reduce Chinese dependency

  • “I think you have to address that if you want to alleviate the American dependency on this critical resource, which China currently has control over.”

    David·27:04
• $STORAGE - Energy storage companies can capitalize on electricity price arbitrage opportunities by charging batteries when power is cheap and deploying when expensive

  • “I just had Zach Dell from Base Power on This Week in Startups last week, and what they do is they put batteries on the side of your house... they will fill those batteries when the electricity is cheap. They'll deploy it. When it's expensive, they get the arbitrage.”

    Jason·58:32