Nathaniel Horadam
Former Department of Energy Loan Programs Office official who led critical-minerals work and is now founder and president of Full Tilt Strategies, providing expert analysis on mineral policy and industrial finance.
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Feb 4, 2026 • 49min
Trump’s Most Self-Defeating Move on Rare Minerals
Nathaniel Horadam, former DOE loan office official and now founder of Full Tilt Strategies, explains critical-mineral policy. He breaks minerals into three policy groups and critiques recent stockpile and price-floor plans. He discusses the role of EV demand, lithium volatility, and what a better policy toolbox would look like.
