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The Full Lewis Black of Almonty Industries Chip Shortage Convo


Transcript

Lewis Black of Almonty Industries separates truth from rumor in this insightful interview with his view from the inside of the semiconductor manufacturing business. His company mines tungsten which is a key element in the manufacturing of one of the most technically challenged products on earth. Currently, only Taiwan and South Korea are actively manufacturing chips and with the EV initiative to wean us away from fossil fuels, our dependency will be cast to Russia and China, our two biggest nemesis to supply our demand with the raw materials. It’s a catch 22 and not good strategy for the US. If you think the car business is at high risk for inventory shortages, even with a 52 billion dollar bill on the table – you should watch this six-part series of short question and answers.