From your point of view, what are the largest drivers of energy infection?
The largest driver of energy infection, especially for lithium, is rapid changes towards electrification, energy storage systems (ESS) and clean energy solutions, immediate needs for domestic energy freedom between global geopolitical stresses and explosions of AI-operated technologies increase significant mineral demand. To meet these challenges, the US must navigate complex rules, align policies at all levels, and promote private-public participation, while companies must ensure that companies roll out permanent and efficient mining and purification practices. Companies such as Stardust Power are important in creating a flexible, domestic supply chain for important minerals, which help America’s energy to secure future and economic competition.
How do you expect the policies of Trump administration, including tariffs, to affect metals and mining sector in short and long term?
The Trump administration’s tariffs and pro-domestic mining policies are producing both near-term instability and long-term opportunities for investors in the metals and investors in the mining sector. In short term, high input costs and uncertainty of the market can put pressure on margins and costs for manufacturers, but they accelerate investment in US-based mining, refinement and processing projects. In the long term, these policies are making a position to benefit domestic producers to benefit from increasing government support through low foreign dependence, strong pricing power, and streamlined permission and encouragement. Investors who focus on American mining and sophisticated companies stand to achieve the reconstruction of the supply chain of important minerals and continue to increase demand, especially in energy, defense and technology sectors.
When we talk about onchoring, we have to face the biggest challenges?
Promoting important minerals in the US faces major challenges, including slow permission, fragmented rules, limited midstream refining ability and public resistance associated with environmental concerns. The reconstruction of a competitive domestic supply chain is expensive and complex, and even with strong policy support, new mining and fully coming online can take years in new mining and sophisticated projects. It is important to balance the need for speed with environmental standards, and without streamlined policies and investment incentives, achieving true mineral freedom will remain a long -term challenge.
