Thomas Kruemmer, Director, Ginger International Trade & Investment joins The Assay Live to discuss the Outlook for the Rare Earth Elements. The interview begins by looking at the supply ad demand outlook for the various REEs and the impact of changing regulations on these dynamics. Thomas explains where he sees new supply coming from and the financing that is backing these types of projects.

We discuss the trend of regionalizing supply chains and how this may impact the industry moving forward.

The interview also looks at the environmental considerations behind these projects and we discuss whether there is an ESG-friendly way for the industry to grow.

Website: www.giti.sg

Timestamps:
00:00 – Intro
00:45 – Supply and demand, Impact of regulation
06:53 – Where will new supply come from? Financing
09:39 – Supply chain regionalization
11:39 – Environmental considerations
19:19 – ESG vs the need for the REEs
22:05 – Insights for the industry moving forward

Guest:
Thomas Kruemmer, Director, Ginger International Trade & Investment

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