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I've been looking on this sector for a while now, but I still feels like there's to much data and not enough real deep analysis discussions on it.
Basically part of my DD process I have the specific YouTube channels per sector which each really specifying in its own sector so their analysis coming from a very professional way, but with this rare earth mineral mining sector I can't find any.
Not the “next EV supercycle” clickbait,
I mean the ones that:
• break down geology
• explain capex & ore grades
• map supply chains
• discuss real economics
So I was wondering what's Your process? Do you recommend any REAL professional specific YouTube channel to check?