energy

Here's a scoop I published yesterday on Substack. While the U.S. is hyping a mineral deal with Ukraine, America is actually advancing rare earth mining in another part of the former Soviet Union: Central Asia.

Specifically, Kazakhstan. 

https://kaufman.substack.com/p/forget-ukraine-americas-real-rare

check out @kaufman and his substack for exclusive reports on energy, climate change, and geopolitics.

lots of good thoughts on nuclear power, energy efficiency, tradeoffs of decarbonization, and green supply chain.

cc @julia @zachterrell @shoni @ktd @lsn might be up your alley :)

President of Antares Industries. Mom to 2 little boys. Nuclear energy advocate. Formerly SpaceX and Opendoor. Angel investor. 

Be specific.    
Building productscore.org, @germanify // leonasskau.co.uk // Hosting /geopolitics, /strategy // online: leosn.xyz
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Reporter and writer. I cover energy, climate change and geopolitics. Contact me via my website www.alexanderckaufman.com and subscribe to kaufman.substack.com.

/ted | exploring the onchain frontier | surfing @ venice, ca | eating @ gjusta / gjelina

Easy follow thanks for the tag :)

On the specific piece: Very interesting. One JV tells us little, but it’s telling that these are minerals the free market is going after, whereas nobody has succeeded in getting Ukrainian rare earths out the ground for 30 years