Matt Badiali - Critical Minerals, Permitting Plays, and Real Impact of Trump’s Executive Order
Matt Badiali, Editor of The New Energy Investor published under Mangrove Investor, joins us to assess what President Trump’s new executive order to fast-track critical mineral development in the U.S. really means for the mining sector - and where investors should be paying attention.
While the order includes aggressive timelines and a broad list of minerals, even gold, Matt believes it’s more of a political signal than a regulatory breakthrough. Without actual changes to permitting laws and processes, he argues the order won’t speed up mine development on its own. That said, it could succeed in attracting new capital to the sector, especially for U.S.-based projects and companies stuck in permitting limbo.
Matt highlights how high-profile assets like Pebble, Resolution, and projects across Minnesota and South Carolina are now back in focus as permitting plays gain momentum. But he cautions that without deeper policy reform, and funding, many of these projects could remain stalled.
He also explains why a key section of the executive order, invoking the Defense Production Act to support project financing, might be the most impactful. If capital finally starts flowing from U.S. agencies into early-stage exploration or advanced development projects, it could represent a major turning point for the sector.
Click here to visit the Mangrove Investor website to follow along with what Matt is writing.
