The recently announced Project Vault is a $12 billion public-private partnership designed to establish the first U.S. strategic critical minerals reserve dedicated to civilian industrial use. But Project Vault is just one tentpole of a broader U.S. government strategy to secure critical mineral supply and shield U.S. industry from potential price shocks. In this report, we leverage workflows from the AlphaSense platform to dig into Project Vault and assess its trajectory as judged by leading experts in the field.
Inside Project Vault and the Global Hunt for Rare Earth Minerals
About the Authors
Xavier Smith, Director of Research, Energy & Industrials
Xavier serves as the Director of Research, Energy and Industrials at AlphaSense. Before joining AlphaSense, Xavier worked as an equity portfolio manager at various firms including Goldman Sachs, and Gugenheim. Xavier has equity market experience in London as well as New York. Xavier received an MBA from the Wharton School and a BA from Tulane University.
Sean Carmichael
Sean is a Business & Finance Editor at AlphaSense, specializing in sector-specific content production. Previously, he spent nearly a decade in various roles across financial services, where he was responsible for equity research and content generation geared toward institutional investors.
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