WTR Small-Cap Spotlight
WTR Small-Cap Spotlight is your weekly guide to uncovering hidden value in the world of small-cap stocks. Each episode features insightful interviews with C-level executives, industry thought leaders, and Water Tower’s expert analysts. Tune in for actionable investment ideas and in-depth discussions on under-the-radar opportunities that can make a big impact on your portfolio
WTR Small-Cap Spotlight
Episode #149 - Critical Elements Mining and Processing Infrastructure Buildout: a Matter of National Security
In this exclusive symposium, hosted by Shawn Severson (Founding Partner & CEO) and Dmitry Silversteyn (Managing Director – Chemicals & Materials), industry leaders break down:
- Current market dynamics: global demand trends, supply bottlenecks, pricing pressures, and the role of top mining and processing regions.
- National security implications: why reducing dependence on China and other concentrated markets is critical for energy transition, defense, and technology sectors.
- Domestic infrastructure buildout: steps companies are taking to develop U.S. and allied processing capacity, including capital strategies, regulatory hurdles, workforce development, and government support.
- Actionable insights: what’s needed to overcome challenges and accelerate domestic critical materials production for long-term resilience.
This WTR Small-Cap Spotlight Symposium brings together executives from leading critical elements mining and processing companies to explore why building a secure, mine-to-materials supply chain is now a matter of national security—far beyond economics.
Whether you’re an investor, policymaker, or industry stakeholder, this episode delivers a front-row view into the future of critical elements and the companies shaping the global supply chain.