The rising electricity demands from AI data centers are accelerating battery storage needs, while the Department of Defense strategically targets critical minerals. This reflects broader changes in U.S. energy policy and market dynamics. A must-watch from RK Equity & Howard Klein insight into the future of energy! #AIDemand #BatteryStorage #BESS #Lithium #EnergyPolicy
🔥 NEW VIDEO: Big Beautiful Trump Trades: Rare Earths & Lithium 🔥 Howard Klein welcomes back John Miller and David Deckelbaum, CFA of TD Cowen for a comprehensive update on U.S. policy changes and their impact on critical minerals, energy security, and market sentiment. 🔑 Key Highlights: 1. Trump’s “Big Beautiful Bill” - John breaks down how new legislation and over 100 executive orders are reshaping U.S. energy strategy. - Solar and wind tax incentives are reduced, while energy storage, nuclear, and critical minerals receive enhanced support. - The Department of Defense is actively targeting strategic supply chains, with rare earths taking center stage. 2. Markets Recovering After a Tough Cycle - David notes a sharp rebound in equities across EV battery and critical mineral names, comparing 2025 to the post-COVID rally of 2020. - MP Materials’ Department of Defense-backed deal is viewed as a potential template for future public-private partnerships in critical minerals. 3. Energy Storage & AI’s Power Demand - The Biden-era “all of the above” strategy is out; targeted investments in energy dominance and infrastructure are in. - Rising electricity needs from AI data centers are accelerating battery storage demand in the U.S. grid. What does this mean for lithium, rare earths, and other strategic metals? Let us know in the comments. Watch the full discussion here 👉 https://lnkd.in/drdjWqzU NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH.