Leeb runs Leeb Capital Management and has an interesting perspective on the importance of Rare Earth Minerals in the transition from hydrocarbons.
He is bullish on virtually all commodities:
http://player.ooyala.com/player.js?embedCode=A5NDEzMzpoFIGnO9x6lbtNXmgsGpHlVm&height=360&video_pcode=oza2w6q8gX9WSkRx13bskffWIuyf&deepLinkEmbedCode=A5NDEzMzpoFIGnO9x6lbtNXmgsGpHlVm&autoplay=1&width=640">>
He is bullish on virtually all commodities:
http://player.ooyala.com/player.js?embedCode=A5NDEzMzpoFIGnO9x6lbtNXmgsGpHlVm&height=360&video_pcode=oza2w6q8gX9WSkRx13bskffWIuyf&deepLinkEmbedCode=A5NDEzMzpoFIGnO9x6lbtNXmgsGpHlVm&autoplay=1&width=640">>