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Chris Berry

@cberry1.bsky.social
35K followers 908 following 81 posts

Research and advisory on energy metals supply chains, materials, macro cycles & absurd valuations. Interests: longevity & loud music. "The Voice of Reason"

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Chris Berry @cberry1.bsky.social · 12/05/2026
Pleased to have the opportunity to comment here on the long road ahead in wresting control of the rare earth suply chain from China. Thanks @christinalu.bsky.social foreignpolicy.com/2026/05/12/t...
foreignpolicy.com
China’s Rare-Earth Card Looms Over Trump-Xi Summit
For all of the U.S. leader’s efforts, Washington remains deeply vulnerable.
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Chris Berry @cberry1.bsky.social · 20/04/2026
The conflict is wreaking havoc on an obscure sector that is more important than you’d think. foreignpolicy.com/2026/04/17/i...
foreignpolicy.com
The Iran War Comes for the ‘King of Chemicals’
The conflict is wreaking havoc on an obscure sector that is more important than you’d think.
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Chris Berry @cberry1.bsky.social · 25/03/2026
Pleased to be able to comment here on the near-term challenges for copper despite the long-term rosy outlook being very much in place. @marketplace.org www.marketplace.org/story/2026/0...
marketplace.org
"Dr. Copper" has a new diagnosis, and it's not great
Copper’s usefulness makes it a key barometer for optimism about future economic growth. Well, the price, and that optimism, are falling.
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Chris Berry @cberry1.bsky.social · 23/03/2026
A follow up here to the consortium announced in December. Goal of $4 trillion in investment is clearly aspirational but could be put to productive use in a host of strategic chokepoints for allied economies. www.nytimes.com/2026/03/23/b...
nytimes.com
Trump Sets Up ‘Pax Silica’ Fund to Reduce Global Dependencies
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Chris Berry @cberry1.bsky.social · 19/03/2026
Sometimes getting out of your own way is the easiest thing to do (and this Administration doesn't seem inclined to do so)... foreignpolicy.com/2026/03/19/t...
foreignpolicy.com
It’s Official: Trump’s Tariffs Have Failed
Americans are paying, reindustrialization isn’t happening, and China profits.
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Chris Berry @cberry1.bsky.social · 06/02/2026
It took China a generation (and a trillion dollars) to dominate critical material supply chains. Pleased to comment in the @foreignpolicy.com on progress made this week out of Washington on the rest of the world catching up. @christinalu.bsky.social foreignpolicy.com/2026/02/05/t...
foreignpolicy.com
Trump’s Hot New Critical Minerals Club
The U.S. administration is seeking to form a trade bloc with countries that it has otherwise scorned.
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Chris Berry @cberry1.bsky.social · 02/02/2026
While grade, tonnage, and asset location matter, building a strong Board and aligning it with the company vision is arguably the most important job of a management team. Pleased to comment here on generals joining critical mineral co boards. www.wsj.com/business/the...
wsj.com
The Hottest Commodity in the Mining Business: American Generals
Companies are bringing in retired military brass to navigate Washington and win Pentagon contracts.
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Chris Berry @cberry1.bsky.social · 30/01/2026
Pleased to contribute here on the LatAm perspective on copper in Catherine Osborn's newsletter on "The Coming Copper Boom" foreignpolicy.com/2026/01/30/c...
foreignpolicy.com
The Coming Copper Boom
Surging demand—and prices—for the mineral stand to benefit exporters in Latin America.
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Chris Berry @cberry1.bsky.social · 24/01/2026
New pod this week focuses on the impacts and economics of green tech including carbon capture and sequestration, geothermal, and DLE with Graham Bain from Enverus Energy. This was a great tutorial on these consequential technologies. open.spotify.com/episode/46ul...
open.spotify.com
Why Green Tech Frontiers are the New Strategic Battlefield
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Chris Berry @cberry1.bsky.social · 23/01/2026
$101. Amazing. I remember when silver spiked to $50 (in 2013?) and then went to sleep for 12 years.
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Chris Berry @cberry1.bsky.social · 19/01/2026
When you read this article and consider the potential (geopolitical and geologic) for a rare earths deal with Brazil, it makes the whole Greenland issue even more absurd. www.ft.com/content/401a...
ft.com
Brazil and US eye rare earths deal
Abundant but largely untapped rare earth deposits could offer leverage as diplomatic ties improve
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Chris Berry @cberry1.bsky.social · 19/01/2026
Good Dan Wang piece here. There is a lot happening domestically in the US to compete but success rests on capital, political will, and internal political stability meshing going forward. Dan's book Breakneck was/is a must-read on these topics. www.nytimes.com/2026/01/19/o...
nytimes.com
Opinion | Trump Is Obsessed With Oil. But Chinese Batteries Will Soon Run the World.
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Chris Berry @cberry1.bsky.social · 18/01/2026
Excited to be at the @thepwhl.com Takeover Tour in DC today! This place looks FULL!
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Chris Berry @cberry1.bsky.social · 16/01/2026
For the first pod of 26, we turn to one of the most hated metals: nickel. Analyst Olivier Masson from Fastmarkets Metals and Mining joins us to talk quotas, supply, demand, pricing & explain the story behind the surprising resilience. clearcommodity.net/podcasts/pow...
clearcommodity.net
Explaining the Surge in the Nickel Price - Olivier Masson - Principal Analyst at FastMarkets
Hello and welcome back to the first episode of 2026 of The Power Current with me, your host Chris Berry. The Power Current is a production of the Clear Commodity Network.With the metals markets defyin...
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Chris Berry @cberry1.bsky.social · 09/01/2026
Pleased to comment here on the economic questions (folly?) around critical mineral mining in Greenland. foreignpolicy.com/2026/01/09/t...
foreignpolicy.com
Greenland’s Rare Earths Aren’t All That
The island may not be the treasure trove that some U.S. officials think.
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Chris Berry @cberry1.bsky.social · 08/01/2026
This is getting to be like Groundhog Day. Good to see my friend David Abraham quote here. www.wsj.com/world/asia/c...
wsj.com
Exclusive | China Deprives Japan of Rare-Earths Supply, Escalating Dispute
Beijing is punishing Tokyo for Prime Minister Sanae Takaichi’s remarks on Taiwan, again wielding critical minerals as an economic weapon.
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Chris Berry @cberry1.bsky.social · 06/01/2026
The Donroe Doctrine looks northwards. It's unclear what it means to "need" Greenland given the REE and mineral wealth in the USA but the Trump SWF approach to minerals implies a longer-term play. www.spglobal.com/market-intel...
spglobal.com
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Chris Berry @cberry1.bsky.social · 02/01/2026
As if you needed another reason to be bullish lithium or copper long-term. www.wsj.com/world/americ...
wsj.com
China Signals It Won’t Give an Inch to the U.S. in Latin America
Beijing is doubling down on its expansion just as President Trump tries to claim the Western Hemisphere as an exclusive sphere of influence for the U.S.
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Chris Berry @cberry1.bsky.social · 31/12/2025
Inside China’s Six-Decade Campaign to Dominate Rare Earths www.nytimes.com/2025/12/31/b...
nytimes.com
Inside China’s Six-Decade Campaign to Dominate Rare Earths
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Chris Berry @cberry1.bsky.social · 31/12/2025
We can't and we shouldn't. This article proposes a solid and realistic path forward for supply chain development. www.wsj.com/opinion/amer...
wsj.com
Opinion | America Can’t Reshore Everything
We propose a three-part test to decide which supply chains are genuinely vital to U.S. national security.
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Chris Berry @cberry1.bsky.social · 24/12/2025
Pleased to be quoted here on the strategic goals of ‘Pax Silica’ and realistic chances of success as AI, critical minerals, and battery supply chains collide.
scmp.com
Explainer | Will US-led ‘Pax Silica’ be a new dawn for the international AI supply chain?
Trump administration aims for deeper technology cooperation on new AI infrastructure with allies.
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Chris Berry @cberry1.bsky.social · 23/12/2025
How U.S. Defense Industry Dodged a Rare-Earth Shortage After China’s Curbs www.nytimes.com/2025/12/22/b...
nytimes.com
How U.S. Defense Industry Dodged a Rare-Earth Shortage After China’s Curbs
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Chris Berry @cberry1.bsky.social · 19/12/2025
The White House’s tech ambitions have intensified its critical minerals scramble. foreignpolicy.com/2025/12/18/t...
foreignpolicy.com
Trump’s AI Mineral Hunt Goes Global
The White House’s tech ambitions have intensified its critical minerals scramble.
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Chris Berry @cberry1.bsky.social · 13/11/2025
Tungsten is called "the armor plate of conflict" for a reason. foreignpolicy.com/2025/11/12/u...
foreignpolicy.com
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.
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Chris Berry @cberry1.bsky.social · 11/11/2025
Didn't realize China's exports were on this trajectory despite tariffs. www.nytimes.com/interactive/...
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Chris Berry @cberry1.bsky.social · 06/11/2025
How China’s Rare Earth Chokehold Could Strangle Europe’s Military Buildup www.nytimes.com/2025/11/06/b...
nytimes.com
How China’s Rare Earth Chokehold Could Strangle Europe’s Military Buildup
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Chris Berry @cberry1.bsky.social · 31/10/2025
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...
foreignpolicy.com
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.
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Chris Berry @cberry1.bsky.social · 04/10/2025
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
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...
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Chris Berry @cberry1.bsky.social · 15/09/2025
Another reason why diffuse supply chains are in everyone's interest. www.ft.com/content/aada...
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Chris Berry @cberry1.bsky.social · 12/09/2025
Alienating your friends when you're trying to reindustrialize in a critical technology is just plain boneheaded. foreignpolicy.com/2025/09/12/h...
foreignpolicy.com
Trump’s Hyundai Raid Drains U.S. Battery Brains
The United States can’t build the powerful technologies on its own.
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Chris Berry @cberry1.bsky.social · 21/08/2025
Brazil Wanted America’s Help Mining Rare Earths. Then Came Tariffs. www.nytimes.com/2025/08/21/w...
nytimes.com
Brazil Wanted America’s Help Mining Rare Earths. Then Came Tariffs.
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Chris Berry @cberry1.bsky.social · 30/06/2025
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
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,...
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Chris Berry @cberry1.bsky.social · 12/06/2025
“Companies are willing to do whatever China wants to get the supplies,” www.ft.com/content/0fce...
ft.com
China demands sensitive information for rare earth exports, companies warn
Extensive licensing requirements raise concerns about intellectual property theft
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Chris Berry @cberry1.bsky.social · 02/06/2025
I wonder if they believe this in Washington? www.ft.com/content/c254...
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Chris Berry @cberry1.bsky.social · 27/05/2025
www.ft.com/content/3628...
ft.com
Greenland says it will turn to China if US and EU shun its mining sector
Business minister suggests Arctic territory may look elsewhere for help exploiting minerals
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Chris Berry @cberry1.bsky.social · 22/05/2025
www.ft.com/content/53ec...
ft.com
BYD sells more electric vehicles in Europe than Tesla for first time
Chinese car group has been pushing to expand into overseas markets for past few years
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Reposted by Chris Berry
Josh Busby @busbyj2.bsky.social · 21/05/2025
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-...
nationalinterest.org
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.
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Chris Berry @cberry1.bsky.social · 12/05/2025
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
Innovating Utilities and Preventing Blackouts with Tantalus Systems
The Power Current with Chris Berry · Episode
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Chris Berry @cberry1.bsky.social · 12/05/2025
Hard to see how a 90 day pause makes it any easier for companies to make multi-hundred million (or billion) dollar CAPEX decisions.
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Chris Berry @cberry1.bsky.social · 06/05/2025
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...
theguardian.com
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
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Chris Berry @cberry1.bsky.social · 02/05/2025
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
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...
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Chris Berry @cberry1.bsky.social · 30/04/2025
"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...
reuters.com
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.
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Chris Berry @cberry1.bsky.social · 29/04/2025
www.ft.com/content/a36b...
ft.com
China and South Korea extend battery battle from EVs to grid storage
China has upper hand on technologies but fresh tariffs mean rival can better exploit US market
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Chris Berry @cberry1.bsky.social · 29/04/2025
Interesting to note which commodities will and won't benefit from the trade war. Copper 🚀 www.ft.com/content/72da...
ft.com
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
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Chris Berry @cberry1.bsky.social · 28/04/2025
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...
wsj.com
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.
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Chris Berry @cberry1.bsky.social · 18/04/2025
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
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...
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Reposted by Chris Berry
60 Minutes @60minutes.bsky.social · 17/04/2025
Geologist warns prospect of a mineral bonanza in Greenland is a mirage www.cbsnews.com/news/geologi...
cbsnews.com
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.
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Chris Berry @cberry1.bsky.social · 16/04/2025
what is the point of another investigation and report when we already know the answer? www.whitehouse.gov/fact-sheets/...
whitehouse.gov
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
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Chris Berry @cberry1.bsky.social · 13/04/2025
It will be interesting to see what the Trump Admin does to get the ban lifted once it starts to bite. If you're going to go after your adversary with a sledgehammer, you better have your bases covered. www.nytimes.com/2025/04/13/b...
nytimes.com
China Halts Critical Rare Earth Exports as Trade War Intensifies
Beijing has suspended exports of certain rare earth minerals and magnets that are crucial for the world’s car, semiconductor and aerospace industries.
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Chris Berry @cberry1.bsky.social · 12/04/2025
He (thankfully) blinked again....
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