An Intro into the Boron Market with Paul Weibel, CEO of 5E Advanced Materials
Description
In today's pod we take a closer look at the boron market with Paul Weibel, CEO of 5E Advanced Materials. In recent weeks we’ve looked at ferrosilicon, advanced anode materials, and so I wanted to examine a market like boron which is underfollowed relative to some of the more familiar materials like lithium or cobalt. I was surprised to learn just how ubiquitous boron is in multiple sectors of the economy and clearly governments agree with both the US and UK classifying Boron as a critical metal. We discuss these dynamics as well as 5E's place in the boron ecosystem, major players, and supply and demand trajectories moving forward.
As an aside, 5E Advanced Materials is a publicly traded company and so please be aware that nothing that is said during the course of this discussion should be considered investment advice and please as always do your own due diligence.
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