Howard Klein of RK Equity and discusses the Trump administration's Project Vault initiative and explains how a strategic lithium reserve could help boost the country's efforts to create secure supply chains.

"The goal of a strategic lithium reserve is to stabilize prices and allow the industry to develop," he explained. "If prices fall too low, the reserve would step in as a buyer. If prices spike too high, it could sell into the market."

This interview was filmed on February 13, 2026.

0:00 - Intro

0:24 - What is Project Vault?

8:56 - Ranking critical minerals

21:37 - China's lithium influence

25:34 - What about midstream?

32:46 - Western skills shortage

38:24 - Strategic lithium reserve

46:17 - Energy storage outlook

53:08 - Phosphate's key role

1:00:00 - Outro

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