Podcasts about critical minerals

Today, we discuss three critical minerals to illustrate, and challenge or reinforce the common narratives out there, the intractable problems those supply chains face - even with projected soaring future demand. And consequently, the influence these elements have on geopolitics and economics. Influence that is only growing. We're taking Yttrium, ,Rhenium and Graphite and each one tells a different story about our modern economy about the critical mineral supply chain and pricing and some of that challenges that poses to governments, companies and us as individuals. To tell those stories we are rejoined by Ellie Saklatvala, Head of Metals Pricing at the Independent Price Reporting Agency, Argus. 

Vikram Handa is Managing Director of Epsilon Advanced Materials, a leading global manufacturer of sustainable and high-quality Anode & Cathode battery materials for EV and ESS.  Vikram joined the podcast as part of our Critical Minerals Series to break down the supply & demand dynamics of Graphite around the globe. **Disclaimer: This podcast is meant for informational purposes only and does not constitute investment advice.A big thanks to our 3 Minerals & Royalties Podcast Sponsors:--Tracts: If you are interested in learning more about Tracts title related services and software, then please call 281-892-2096 or visit https://tracts.co/ to learn more.--Riverbend Energy Group: If you are interested in discussing the sale of your Minerals and/or NonOp interests w/ Riverbend, then please visit www.riverbendenergygroup.com for more information--Farmers National Company: For more information on Farmer's land management services, please visit www.fncenergy.com or email energy@farmersnational.com

Interview with Clinton Booth, Managing Director of Green Critical Minerals Ltd.Recording date: 29th July 2025Green Critical Minerals (GCM) has executed a strategic transformation from traditional mineral exploration to advanced technology manufacturing, positioning itself at the forefront of the rapidly expanding thermal management market. Under Managing Director Clinton Booth's leadership, the company has acquired Very High Density (VHD) graphite technology that addresses a critical challenge in modern computing: efficiently cooling increasingly powerful microchips in data centers and high-performance computing applications.The technology represents a significant breakthrough in thermal management. VHD graphite can handle 300W of power demand compared to just 200W for traditional copper and aluminum heat sinks of identical design when operating at 70 degrees—a 50% performance improvement. This enhanced capability directly translates to reduced cooling costs, lower electricity consumption, and decreased water usage for data center operators, who typically spend 30-40% of their operating costs on cooling systems.GCM's market opportunity is substantial and growing rapidly. The heat sink market for data centers alone was valued at $17 billion in 2023, while Nvidia's chip sales to the data center sector exploded from approximately $4 billion in 2023 to over $40 billion in 2024, demonstrating the explosive growth driving demand for advanced thermal solutions.The company has developed a dual-channel go-to-market strategy targeting immediate revenue through online retailers and industrial suppliers, followed by high-volume contracts with data center and semiconductor customers. GCM's modular manufacturing approach requires only $500,000 per production module and can scale capacity 6-8 times within 3-6 months, targeting 40% gross margins.Following a $7 million capital raise in June 2025 anchored by Terra Capital, GCM is well-positioned to capitalize on the intersection of AI growth and energy efficiency demands. The company targets first revenue in the first half of 2026, with strategic partnerships including GreenSquareDC providing real-world validation opportunities in the sustainability-focused data center market.View Green Critical Minerals' company profile: https://www.cruxinvestor.com/companies/green-critical-mineralsSign up for Crux Investor: https://cruxinvestor.com

Are Coal and clean energy still at odds??It might sound like a contradiction, but today's guest is proving that innovation often comes from the most unexpected places - in this case, Coal Mines.Listen in as Nico sits down with Mark LaVerghetta, co-founder of ReElement Technologies, a company turning the coal industry on its head by extracting critical minerals from coal's waste stream — and doing it cleaner and cheaper than China. Born from a contrarian bet on distressed coal assets, ReElement is now on the frontlines of the U.S. effort to onshore mineral refining and reduce our dependence on geopolitically fragile supply chains.We were all skeptical about this episode. “Should we bring on a coal industry executive? Is this really a clean energy technology, or just greenwashing?” Nico was very intentional about learning as much as possible to guide the discussion, and as a result our Producer said “This Is The Most Interesting Episode of the Year!” Mark reveals how his team transformed environmental liabilities into valuable resources, using patented tech to separate rare earth metals with unprecedented efficiency—and far less environmental harm.Expect to learn:

Day 1,259.Today, as President Trump's deadline fast approaches, we discuss renewed bombardments in Kharkiv and elsewhere, before looking at the media landscape in the United States and considering the vital role of international volunteers in the war effort. Plus, we hear Adelie's latest dispatch from her trip to Ukraine.Contributors:Francis Dearnley (Executive Editor for Audio). @FrancisDearnley on X.Dominic Nicholls (Associate Editor of Defence). @DomNicholls on X.Adélie Pojzman-Pontay (Reporter and Producer). @adeliepjz on X.Content Referenced:Ukraine flags Indian-made parts in drones used by Russian forces (Hindustan Times):https://www.hindustantimes.com/india-news/ukraine-flags-indian-made-parts-in-drones-used-by-russian-forces-101754335825281.html Tortured Ukrainian POW branded with ‘Glory to Russia' vows to return to battle after recovery: ‘Thirst for revenge' (New York Post):https://nypost.com/2025/08/04/world-news/tortured-ukrainian-pow-branded-with-glory-to-russia-vows-to-return-to-battle The Hidden War Over Ukraine's Lost Children (TIME):https://time.com/7302345/ukraine-lost-children-russia-war/ 20 Russian properties in Vienna could be auctioned off, with proceeds going to Ukraine (Der Standard):https://www.derstandard.at/story/3000000282204/20-russische-immobilien-in-wien-koennten-zwangsversteigert-werden-erloes-wuerde-an-ukraine-gehen China Is Choking Supply of Critical Minerals to Western Defense Companies (Wall Street Journal):https://www.wsj.com/world/asia/china-western-defense-industry-critical-minerals-3971ec51 NATO Should Not Replace Traditional Firepower with ‘Drones' (RUSI): https://www.rusi.org/explore-our-research/publications/rusi-defence-systems/nato-should-not-replace-traditional-firepower-drones SIGN UP TO THE NEW ‘UKRAINE: THE LATEST' WEEKLY NEWSLETTER:https://secure.telegraph.co.uk/customer/secure/newsletter/ukraine/ Each week, Dom Nicholls and Francis Dearnley answer your questions, provide recommended reading, and give exclusive analysis and behind-the-scenes insights – plus maps of the frontlines and diagrams of weapons to complement our daily reporting. It's free for everyone, including non-subscribers.Subscribe: telegraph.co.uk/ukrainethelatestEmail: ukrainepod@telegraph.co.uk Hosted on Acast. See acast.com/privacy for more information.

In this episode we're bringing together two top-of-mind topics: the scramble for critical minerals, and how circular economy strategies can help us secure and stabilise their supply. Humans have been mining metals and minerals for thousands of years. Today, critical minerals like lithium, cobalt, nickel, copper, and rare earth elements are essential for not only renewable energy products like wind turbines and EV batteries but the infrastructure and systems needed to power them. As part of our Circling Back series, over the next five weeks, we're revisiting some key conversations from our archive that feel especially relevant right now. Join us in Episode 189 to hear:From Ke Wang at the World Resources Institute about why the circular economy is central in the energy transitionHow economics and competitiveness are driving that transition, and examples of where that is already happening in practiceAs the rollout of renewable energy scales at pace, e-waste continues to increase, and the first generation of EV batteries and wind turbines start to reach the end of their lives, we have a window of opportunity to build a better system, based on the principles of a circular economy.Find out more about the Ellen MacArthur Foundation's work on Critical MineralsThis conversation originally featured in episode 174: Material security in a circular economy, published in April 2025.If you enjoyed this episode, please leave us a review on Apple Podcasts or a comment on Spotify or YouTube. Your support helps us to spread the word about the circular economy.

The UK Investor Magazine was thrilled to welcome Majestic Corporation's Krystal Lai to drill down into the company's recent annual results and plans for the future.Krystal starts by outlining Majestic Corporation's critical minerals recycling business model, detailing the specific forms of waste the company processes, and the precious and non-ferrous metals Majestic returns to the supply.Majestic Corporation recently reported a 67% increase in full-year revenue – we lift the lid on the company's financial performance and look forward to what investors can keep an eye out for in the year ahead.We discuss the massive opportunity in the UK for Majestic's operations and their plans to accelerate growth in the UK.Working towards a goal of processing 100,000 tonnes of waste per year by 2030, Majestic has announced plans for a new 50,000 sq. ft. facility in Wrexham, Wales.Find out more about Majestic here. Hosted on Acast. See acast.com/privacy for more information.

A.M. Edition for Aug 4. China has gained leverage over the U.S. military supply chains by choking off the exports of critical minerals to Western defense companies. The WSJ's Jon Emont explains how these restrictions from China will have significant consequences for the U.S. military. Plus, the Trump administration defends the president's decision to fire the head of the Bureau of Labor Statistics, following Friday's weaker-than-expected jobs numbers. And, dozens of Texas House Democrats flee the state in a bid to block Republican plans to redraw the state's congressional map. Azhar Sukri hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

MRKT Matrix - Monday, August 4th Dow rallies 500 points, clawing back all of Friday's weak jobs report rout (CNBC) Analysts Increasing EPS Estimates Slightly for S&P 500 Companies for Q3 (FactSet) Trump to Name New Fed Governor, Jobs Data Head in Coming Days (Bloomberg) American Consumers Are Getting Thrifty Again (WSJ) Cash Windfall From Trump's Tax Law Is Starting to Show Up at Big Companies (WSJ) China Is Choking Supply of Critical Minerals to Western Defense Companies (WSJ) Why Big Tech's Cloud Shift Threatens Microsoft and Google's Margins (The Information) Tesla Approves $30 Billion Stock Award for CEO Elon Musk (Bloomberg) -- Subscribe to our newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://riskreversalmedia.beehiiv.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs

In this episode of All Things Policy, join Shobhankita Reddy, Researcher with Takshashila's High Tech Geopolitics Programme, in conversation with Rishabh Jain as they break down critical minerals for you. What are these minerals, and what makes them critical? What's the buzz about these minerals right now? And how is India placed as geopolitical tensions bring these minerals to the fore today?Rishabh leads the Technology Futures programme at the Council on Energy, Environment and Water (CEEW).All Things Policy is a daily podcast on public policy brought to you by the Takshashila Institution, Bengaluru.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Find out more on our research and other work here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://takshashila.org.in/research-areas⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Check out our public policy courses here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://school.takshashila.org.in⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

In this Mission Matters episode, Adam Torres interviews Peter Bryant, Board Chair of Clareo, Key Minerals Forum, and The Development Partner Institute, on the urgent need for smarter mineral strategies. From U.S. energy goals to indigenous partnerships, Peter outlines the challenges and solutions needed to drive sustainable global growth. This interview is part of the Milken Global Conference coverage by Mission Matters. Big thanks to the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Milken Institute⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ for inviting us to cover the conference. Follow Adam on Instagram at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/askadamtorres/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://missionmatters.lpages.co/podcastguest/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Visit our website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://missionmatters.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠More FREE content from Mission Matters here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://linktr.ee/missionmattersmedia⁠ Learn more about your ad choices. Visit podcastchoices.com/adchoices

In this Mission Matters episode, ⁠Adam Torres⁠ interviews ⁠Peter Bryant⁠, Board Chair of Clareo, Key Minerals Forum, and The Development Partner Institute, on the urgent need for smarter mineral strategies. From U.S. energy goals to indigenous partnerships, Peter outlines the challenges and solutions needed to drive sustainable global growth. This interview is part of the Milken Global Conference coverage by Mission Matters. Big thanks to the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Milken Institute⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ for inviting us to cover the conference. Follow Adam on Instagram at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/askadamtorres/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://missionmatters.lpages.co/podcastguest/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Visit our website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://missionmatters.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠More FREE content from Mission Matters here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://linktr.ee/missionmattersmedia⁠⁠ Learn more about your ad choices. Visit podcastchoices.com/adchoices

In this episode of the Energy Newsbeat Daily Standup, Stuart Turley discusses the EPA's proposal to rescind the Obama-era endangerment finding, a move that could undo over $1 trillion in regulations and save the U.S. economy billions. He highlights the potential impact on automakers, consumers, and energy companies, and explores the implications for energy policy, including how it could affect global agreements like the EU trade deal. Tune in for insights on how this shift could shape America's energy future and economic landscape.Subscribe to Our Substack For Daily InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro00:19 - EPA Releases Proposal to Rescind Obama-Era Endangerment Finding, Regulations that Paved the Way for Electric Vehicle Mandates04:36 - U.S. To Open Domestic Supply of Critical Minerals from Mine Waste06:00 - Egypt's Decline from LNG Exporter to LNG Importer Could Change Global Markets09:14 - Electricity generated from wind and solar cannot replace fossil fuels!12:25 - China Shifts to Fuel Exports Due to Higher Margins15:17 - OutroLinks to articles discussed:EPA Releases Proposal to Rescind Obama-Era Endangerment Finding, Regulations that Paved the Way for Electric Vehicle MandatesU.S. To Open Domestic Supply of Critical Minerals from Mine WasteEgypt's Decline from LNG Exporter to LNG Importer Could Change Global MarketsElectricity generated from wind and solar cannot replace fossil fuels!China Shifts to Fuel Exports Due to Higher Margins

China's President Xi Jinping calls for mutual trust and stronger communication with the EU as he welcomes the Commission president Ursula von der Leyen to Beijing. The leaders have discussed trade imbalances, tariffs and critical minerals among other issues.Meanwhile the European Investment Bank starts its Boost Africa initiative in an effort to unlock venture capital support for entrepreneurship across the continent. Plus Andrew Peach hears how the toy industry is responding to higher costs because of US tariffs.You can contact us on WhatsApp or send us a voicenote: +44 330 678 3033.

President Trump signed an executive order in March directing an immediate increase in domestic critical mineral production. But directing and doing are two different things. The scientists at Idaho National Labs have been on the front lines of critical mineral extraction for decades and have often led the development of new technologies that make that extraction faster, cheaper, and cleaner. Here to discuss how they're supporting the President's direction is Directorate Fellow at INL, Dr. Bob Fox.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

It can take more than 15 years to permit and build a new mine in the United States - yet nearly every modern technology we rely on, from smartphones to fighter jets to AI data centers, depends on a steady supply of critical minerals.In this episode, Erik Torenberg is joined in the studio by Turner Caldwell, founder of Mariana Minerals, along with American Dynamism general partner Erin Price-Wright and partner Ryan McEntush.Turner spent nearly a decade at Tesla, working his way upstream from factory design to battery materials and mining. Now, he's building a new kind of mining and refining company - vertically integrated and software-first- designed to meet the demands of our industrial future.We get into why the industry is so broken, what it actually takes to turn rocks into usable materials, and how the U.S. can rebuild its capacity to mine, refine, and manufacture the things that matter most. Timecodes: 00:00 Introduction to Critical Minerals00:45 The Importance of Mining in Modern Technology00:58 Meet Turner Caldwell and Marianna Minerals03:02 The Mining and Refining Process05:10 Challenges in the Mining Industry07:11 Turner's Journey from Tesla to Marianna15:31 The Role of AI and ML in Mining22:00 Geopolitical and Talent Pool Dynamics23:46 Challenges in Junior Mining Exploration25:30 Mariana's Product and Approach25:47 Leveraging Technology in Mining and Construction28:29 Optimizing Refining Processes with AI37:31 The Importance of Critical Minerals41:18 Permitting and Regulatory Challenges46:08 Future Strategies and International Expansion46:53 Conclusion and Future Outlook Resources: Find Turner on X :https://x.com/tbc415Find Erin on X: https://x.com/espricewrightFind Ryan on X: https://x.com/rmcentush Stay Updated: Let us know what you think: https://ratethispodcast.com/a16zFind a16z on Twitter: https://twitter.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zSubscribe on your favorite podcast app: https://a16z.simplecast.com/Follow our host: https://x.com/eriktorenbergPlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

India has over 8 million tonnes of rare earth element oxides for mining. But what exactly are critical minerals and rare earth elements, how is India poised to produce and acquire them, and what is their significance? Watch Akanksha Mishra explain in #ThePrintVideo.

Interview with Mark Chalmers, President & CEO of Energy Fuels Inc.Our previous interview: https://www.cruxinvestor.com/posts/the-next-uranium-supercycle-energy-fuels-isoenergy-on-geopolitics-mills-and-market-gaps-7209Recording date: 21st July 2025Energy Fuels (NYSE/TSE) has emerged as a unique critical minerals company, anchored by its position as the largest uranium producer in the United States while strategically expanding into rare earth elements production. Under CEO Mark Chalmers' leadership, the company operates the White Mesa Mill, which serves as a critical processing hub capable of switching between uranium and rare earth campaigns, providing operational flexibility and consistent cash flow generation.The company's rare earth strategy centers on producing both light and heavy rare earth elements, with particular strength in heavies like dysprosium and terbium where China maintains a stranglehold on global supply. Energy Fuels has already achieved commercial production of NDPR oxide and is advancing heavy separations, positioning itself as the third-largest publicly traded rare earth company globally behind MP Materials and Lynas. The fully permitted Donald project in Australia represents a significant strategic asset, offering heavy mineral sands with high-grade rare earth concentrates that can be processed at White Mesa.Recent market recognition has been driven by government support for critical mineral independence, exemplified by Department of Defense and Apple investments in MP Materials. Energy Fuels is well-positioned to benefit from similar government backing, given its proven production capabilities and strategic assets. The company's approach emphasizes building rather than promoting, with demonstrated technical competence across multiple critical mineral streams.The uranium business provides immediate cash flow strength, particularly from the high-grade Pinyon Plain project, which has delivered grades significantly exceeding expectations. With approximately $250 million in working capital and a clear pathway to scaling production across both uranium and rare earths, Energy Fuels offers investors exposure to critical minerals essential for energy transition and national security, backed by operational expertise and a diversified asset base spanning the United States, Australia, and Brazil.—View Energy Fuels' company profile: https://www.cruxinvestor.com/companies/energy-fuelsSign up for Crux Investor: https://cruxinvestor.com

Today, we investigate the intersection of the energy transition, critical minerals and defense. As with commodities, warfare is also going through rapid and profound change, with the electrification of defense over the last 20 year. Batteries proliferate the battlefield and the energy transition is impacting national security. We are seeing the shift from capital assets to small, cheap weapons such as drones that can have profound impacts. This poses a particular problem for the US, where energy dominance has been based in hydrocarbons along with their warfare fighting capabilities. Now in an electrified battlefront, supply chains that support them sit in China, threatening the West's defence capabilities. Our guest is Joe Bryan, principal at Muswell Orange, a boutique consulting firm, focused on energy and particularly its intersection with national security. Before his return to the private sector, Joe was a senior advisor to the Secretary of Defense and was the Department sector, of Defense Chief Sustainability Officer. He previously served as Deputy Assistant Secretary for the Navy for Energy, where he was responsible for policies relating to the Department's installation and operational energy programs. Earlier in his career, Joe led investigations for the Senate Armed Services Committee and served on both Senate's Select Committee on Intelligence and the Permanent Subcommittee on Investigations. He has consulted on energy policy around the world and began his Investigations. He has consulted on energy policy around the world and began his career working on electricity restructuring and state level policies to encourage growth of clean energy markets.

This week: Innovation Forum's Emilia Colman and Ian Welsh talk about innovation in the critical minerals sector and how business models are evolving to tackle the challenges. And, in an extract from a recent webinar, Vale Metal's Christian Spano outlines the differences between circularity and recycling. Host: Ian Welsh

The Trump administration has made American reindustrialization a top priority, but to do that, the US is going to need access to an abundance of metals like copper, manganese and nickel. The challenge then is to find a way to source these materials that doesn't rely on Chinese supply chains, and won't lead to serious environmental harm.Gerard Barron is the co-founder, CEO and chairman of The Metals Company, which trades on the Nasdaq under the symbol TMC. The Metals Company mission is to harvest and process metal-containing nodules from the sea floor, providing a clean and abundant source of raw materials for an array of critical industries, like steelmaking and EV production. Gerard walks us through the evolution of TMC, their groundbreaking tech, and some recent regulatory breakthroughs that have brought them closer to achieving their goals than ever before.

In Episode 509 of District of Conservation, Gabriella discusses two topics: the U.S. effort to boost critical minerals production and processing + the Rigs-to-Reef program converting decommissioned oil rigs into fish habitat. Tune in to learn more!SHOW NOTESImmediate Measures to Increase American Mineral ProductionTwo New U.S. Mining Projects Could Cut Our Dependence on ChinaRigs to Reef ProgramWatch "Steel to Sanctuary"

In this episode, the Fresh Energy team discusses the challenging topic of mining and the transition to clean energy. The conversation covers a broad range of topics including investments in clean energy and the need for materials, material waste and recycling, the socioeconomic impacts of mining, what gets mined and what it's used for, the global demand for these materials, and more.   Tune into this episode hosted by Justin Fay, Chief Advocacy Officer at Fresh Energy with guests Brandon Isakson, Managing Director of Industry at Fresh Energy and Kwezi Tabaro, who joined Fresh Energy as a Fulbright, H. Humphrey Fellow at the Humphrey School of Public Affairs.Fresh Energy's mission is to shape and drive bold policy solutions to achieve equitable carbon-neutral economies. Together we are working toward a vision of a just, prosperous, and resilient future powered by a shared commitment to a carbon-neutral economy. Learn about Fresh Energy's work and our bold "Vision 2030: Fresh Energy's Strategic Framework" at our website fresh-energy.org.Follow us on Social Media!Instagram: https://www.instagram.com/freshenergytoday/Bluesky: https://bsky.app/profile/freshenergy.bsky.socialFacebook: https://www.facebook.com/freshenergytodayLinkedIn: https://www.linkedin.com/company/fresh-energy/

Investing in Bizarro World Episodes: https://youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME&si=w2d_EF-B5jMo1dYD Subscribe to Investing In Bizarro World: @bizarroworld The free version of the 325th episode of Investing in Bizarro World is now published.Here's what was covered:Macro Musings - Gerardo welcomes Jody Dahrouge for a conversation dominated by macro policy and its massive effect on metals markets. They dive into the geopolitical and fiscal catalysts behind copper and rare earths—including Trump's new 50% tariff on imported copper and a $10B Department of Defense deal with MP Materials. Gerardo and Jody both stress the significance of guaranteed pricing and long-term offtake agreements to fund North America's critical mineral renaissance. Expect this to spark an arms race in strategic metal supply chains—with Canada likely to benefit.Market Takes - The discussion turns to specific metals and how they're reacting to macro shifts. Cesium, gallium, and tantalum—largely overlooked—are positioned as game-changers, especially with Patriot Battery Metals' Corvette deposit potentially hosting the highest concentration of these metals ever found in one location. Lithium stocks are rebounding hard after being crushed, and Jody makes the case that we've already seen the bottom. Gold is “only in the 4th inning,” silver just broke out above $37, and platinum group metals are seeing their biggest monthly moves in decades.Bizarro Banter - Gerardo calls silver the “mistress” and gold the “wife” in a riff about investor psychology. Jody compares Patriot's cesium potential to a uranium deposit in terms of value density and scarcity. They both emphasize the importance of reassaying historic drill core for overlooked metals—a move that could unlock entirely new asset classes. Talk turns to solar panels, energy storage, and EVs—arguing that Patriot's cesium could revolutionize the solar industry via perovskite tech. They wrap with thoughts on grid independence, battery tech, and how U.S.-Canada cooperation could trigger the next lithium boom.Premium Portfolio Picks - For paid listeners only. Subscribe here: https://bit.ly/4eSS5Qa0:00 Introduction1:03 Macro Musings: DoD-Backed Magnet Deal. Copper Tariffs. Supply Chain Nationalism.21:07 Market Takes: Patriot's Cesium. Gold Breakout. Silver Surge. Lithium Bottom?23:04 Bizarro Banter: Gallium Chips. Solar Storage Shift. EV vs Gas Cars.29:47 Premium Portfolio Picks: Lithium Rebound Stocks. Private Picks from Jody. (Subscribe to Bizarro World Live to get this section.) Details here: https://bit.ly/4eSS5QaPLEASE NOTE: There are now two versions of this podcast. 1. Bizarro World Live — Pay $2 per episode to watch us record the podcast live every Thursday and get Premium Portfolio Picks every week. Plus an archive of all premium episodes. Subscribe here: https://bit.ly/4eSS5Qa2. Bizarro World Free — Published the Monday after the live recording with no Premium Portfolio Picks.Visit our website Daily Profit Cycle for more content like this and more! https://dailyprofitcycle.com/

We sat down down with Christian Spano, director of circularity at Vale Base Metals to explore practical strategies to implement circular principles across the entire critical minerals value chain, and how this can boost supply resilience, security and meet growing demand for critical minerals.   The webinar was moderated by Ian Welsh, publishing director, Innovation Forum.

How the investing landscape is being reshaped by the global race for critical minerals.Topics covered in this conversation between FEG's Greg Dowling and private equity firm Kinterra Capital's co-founders, Cheryl Brandon and Kamal Toor include:How mining and mineral processing workWhat are critical minerals, what is driving the demand for them, and will it continueHow the rise of passive management has led to underinvestment in miningHow to reconcile care for the environment and the need to mine critical mineralsWhat are the attributes that contribute to successful private capital investmentsWhy querying ChatGPT is insufficient to get up to speed on an investing topic, and what to do instead.Episode SponsorsDelete Me – Use code David20 to get 20% offInsiders Guide Email NewsletterGet our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletterOur Premium ProductsAsset CampMoney for the Rest of Us PlusShow NotesFEG Insight Bridge episode page with transcriptKinterra CapitalRelated Episodes526: The Future of Power: Energy at a Crossroads with Scott Harland384: Has a Commodities Bull Market Supercycle Started? If So, How Do You Invest in It?See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

U.S. President Donald Trump broadens his trade war, slapping a 50% tariff on copper. The White House's 'Trump Effect' website takes credit for investment made before his term began. We look at how U.S. buyers of critical minerals can bypass China's export ban. And the Supreme Court has cleared the way for Trump to pursue mass federal layoffs. Sign up for the Reuters Econ World newsletter here. Listen to the Reuters Econ World podcast here. Find the Recommended Read here. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices

 In 2024 the Lithium market saw huge price drops related to oversupply, a slowing EV adoption rate globally, as well as macroeconomic headwinds. Is this a pause or a more structural challenge? What is the long-term demand picture? How does geopolitics fit within that? Does technological change threaten the outlook? And in such a volatile market, why is risk management essential? Our guest is Caspar Rawles, Chief Operating Officer at Benchmark, the Independent Price Reporting Agency for Critical Minerals, including Lithium,  which will soon be launching three Lithium futures contracts with the Intercontinental Exchange, ICE. What are those contracts and what do they mean for the sector?

While the U.S., India, and countries in the Persian Gulf are all moving quickly to establish new critical mineral supply chains, the European Union is struggling to follow suit, particularly in Africa. The EU currently lacks a cohesive policy framework that would bolster mining companies, support partner countries, and encourage the development of a mineral processing sector that can lessen Europe's current dependence on China. To do this, the EU should follow China's model in Africa, where it paired extraction with the development of vital infrastructure, according to a new commentary from the European Centre for Development Policy Management (ECDPM). The authors, Poorva Karkare and Karim Karaki, join Eric & Géraud from Brussels to explain why the EU should strive for strategic complementarity rather than competition with China in Africa. SHOW NOTES: ECDPM: The EU's playbook for African minerals amid China's dominance by Poorva Karkare and Karim Karaki AFRICA POLICY RESEARCH INSTITUTE: The tumultuous path toward EU-China-Africa trilateral cooperation on Critical Raw Materials in Africa by C. Géraud Neema JOIN THE DISCUSSION: X: @ChinaGSProject | @eric_olander | @christiangeraud Facebook: www.facebook.com/ChinaAfricaProject YouTube: www.youtube.com/@ChinaGlobalSouth Now on Bluesky! Follow CGSP at @chinagsproject.bsky.social FOLLOW CGSP IN FRENCH AND ARABIC: Français: www.projetafriquechine.com | @AfrikChine Arabic: عربي: www.alsin-alsharqalawsat.com | @SinSharqAwsat JOIN US ON PATREON! Become a CGSP Patreon member and get all sorts of cool stuff, including our Week in Review report, an invitation to join monthly Zoom calls with Eric & Cobus, and even an awesome new CGSP Podcast mug! www.patreon.com/chinaglobalsouth

00:00 Intro01:14 Quad's Race for Critical Minerals02:18 Report: US Weapons Relying on China for Key Minerals04:13 Trump Says Deal With Japan Unlikely05:24 Australian PM Faces Heat Over Delayed Trump Meeting08:09 Ex-DEA Chief Reveals Sting on Chinese Drug Dealers10:30 Chinese Nationals Arrested for Spying on US Navy12:12 Fiji PM: Chinese Military Base Not Welcome14:10 US Prices for China-Made Goods Rise on Amazon15:57 Who Will Succeed the Dalai Lama?16:54 Huawei Faces Trial for Bank Fraud in US17:34 China Extends Duties on Certain Foreign Steel18:40 Chinese 'Mega-Embassy' Plans in London Face Protest

The United States remains wholly dependent upon China for 95% of rare earth elements, 100% reliant on imports for 15 critical minerals, and over 80% reliant for eleven more. These minerals enable everything from batteries to semiconductors—and without domestic access, America's technological dominance is at risk.Robert Bryce, a leading energy policy scholar, joins Oren to explore how decades of shortsighted policy let China dominate critical supply chains, what it would take to rebuild them, and whether the West can shake off its complacent belief that “the market will fix it” before it's too late. Finally, they close with a discussion on the promising future of domestic nuclear power.Further reading:“Restoring Leadership in Critical Minerals” by Dean BallRead Robert Bryce's Substack

From the BBC World Service: Australia, India, Japan, and the U.S. have launched a new push to secure supplies of critical minerals, especially the "rare earths" used in many tech products. Pride events in both the U.S. and the United Kingdom have been hit by falling corporate sponsorship. What effect will this have on events? Plus, the Australian airline Qantas says it's investigating a data breach, although it insists flights won't be impacted.

From the BBC World Service: Australia, India, Japan, and the U.S. have launched a new push to secure supplies of critical minerals, especially the "rare earths" used in many tech products. Pride events in both the U.S. and the United Kingdom have been hit by falling corporate sponsorship. What effect will this have on events? Plus, the Australian airline Qantas says it's investigating a data breach, although it insists flights won't be impacted.

The US, Japan, India, and Australia are joining forces to secure critical minerals supplies essential for next-generation technologies.In the UK, why is the finance minister appear visibly upset during a House of Commons debate? The US Senate narrowly passes Trump's 'big, beautiful bill' but now it faces the House of Representatives.In Switzerland, the Women's Football European Championship is kicking off with record sponsorship deals, rising TV audiences, and sold-out stadiums highlighting the tournament's economic momentum.Plus, do you look at the faces printed on your banknotes? Sam Fenwick finds out why a bank is redesigning notes.

Alongside the new agenda, announced in a joint statement by the foreign ministers of Australia, Japan, India, and US, several new initiatives were also launched.  

Today, we return to the subject of commodity supply chain policy, permitting and regulation and policy in the US, with the One Big Beautiful Bill going through reconciliation. Less public, but no less momentous, we cover  the Seven County Infrastructure Supreme Court decision, which may herald Sea change in how new energy and mining projects can get underway to meet both the growing energy demand but also the need for robust and resilient supply chains in the energy transition. Returning to the show is our guest, Peter Stahley, Senior Vice President at Cassidy & Associates, the bipartisan governmental relations firm, where Peter specializes in energy and mining.   

Rwanda and the Democratic Republic of Congo have signed a historic peace agreement in Washington with hopes it will bring a close to the decades long conflict. While seen as a turning point, critics of the deal say it contains major omissions and argue the critical minerals element further exploits people in the region.

Today, we return to the subject of investing in commodities, this time from an equities angle. How has the sector performed over the last couple of decades and how much diversification does it offer?  How do you analyze and discover value in the sector? And are investors returning and how best to navigate investing in such a rapidly evolving sector? Our guest is Matt Zabloski, founder and chief investment officer of Delbrook Capital Advisors, a Vancouver-based fund manager, focused on alternative investment strategies in the metals and mining sector. Matt has had a long career investing in energy and natural resources including as a portfolio manager with Fidelity.

In February 2022, Russia launched a full-scale invasion of Ukraine. China has never condemned the invasion, and its government and media have carefully avoided using term “Ukraine War,” opting instead to refer to the war as the “Ukraine crisis,” the “Russia-Ukraine conflict,” or the “special military operation,” a term that echoes Moscow's language. Beijing's approach to the Ukraine War has included support for Russia, a commitment China's own principles, including respecting Ukraine's sovereignty and territorial integrity, and a professed desire for peace.This episode's discussion will focus on China's evolving posture toward the war and China's relationship with Ukraine. Joining the podcast this episode is Dr. Vita Golod, who is a Junior Research Fellow at the A. Yu Krymskyi Institute of Oriental Studies, National Academy Sciences of Ukraine, and a Visiting Adjunct Instructor at the University of North Carolina at Chapel Hill.She is also the co-founder of the Ukrainian Platform for Contemporary China and a board member of the Ukrainian Association of Sinologists.  Timestamps[00:00] Start[01:35] China's Relationship with Ukraine Prior to Russia's Invasion[05:06] President Zelenskyy's Accusations Against China [08:20] Contemporary Ukrainian Perceptions of Relations with China [12:14] Ukrainian Perceptions of Sino-Russian Relations[16:25] China as a Mediator and Peacemaker[19:06] China's Interests in the Outcome of the Russo-Ukrainian War[21:21] What concrete steps could China take to facilitate peace? [23:14] China's Role in the Post-War Reconstruction of Ukraine[28:08] The Future of Sino-Ukrainian Relations

This week's episode feature EY Americas Metals & Mining Leader Theo Yameogo in conversation with host Adrian Pocobelli on the recent G7 summit that took place in Kananaskis, Alberta, from June 15-17, 2025. Yameogo notes that though critical minerals were at the top of the agenda, a disconnect remains between the vision of political leaders and the practical realities of the mining industry. He also discusses how the conversation revolved around economic security, and suggests as a possible solution that politicians invite mining company CEOs to the events in order to ground the discussion in what's actually possible, while the mining industry needs to better explain itself to politicians.  All this and more with host Adrian Pocobelli. This week's Spotlight features Tim Clark, CEO and Director of Fury Gold Mines, as he discusses the company's high-grade gold projects in Nunavut and Quebec. Clark shares insights into Fury's exploration strategy and what sets their assets apart in two of Canada's most prospective mining regions. To learn more, visit: https://furygoldmines.com/ Music Credits “Rattlesnake Railroad”, “Big Western Sky”, “Western Adventure” and “Battle on the Western Frontier” by Brett Van Donsel (⁠www.incompetech.com⁠). Licensed under Creative Commons: By Attribution 4.0 License ⁠creativecommons.org/licenses/by/4.0⁠ Apple Podcasts:⁠ https://podcasts.apple.com/ca/podcast/the-northern-miner-podcast/id1099281201⁠ Spotify:⁠ https://open.spotify.com/show/78lyjMTRlRwZxQwz2fwQ4K⁠ YouTube:⁠ https://www.youtube.com/@NorthernMiner⁠ Soundcloud:⁠ https://soundcloud.com/northern-miner

For years, China has been seen as the pivotal international economic partner across Africa. That was certainly true in terms of steadily rising trade volumes and a fire hose of state backed loans that built roads, railways, and ports across the continent. But when it comes to investment, China's always been a laggard behind the United States and the former European colonial powers. Today, it's the UAE, not China, that is the continent's largest source of foreign direct investment. Charles Kenny, a senior fellow at the Center for Global Development in Washington, D.C., joins Eric to discuss his latest report on Chinese FDI in Africa and why the long-promised wave of manufacturing investment never materialized. JOIN THE DISCUSSION: X: @ChinaGSProject | @eric_olander  Facebook: www.facebook.com/ChinaAfricaProject YouTube: www.youtube.com/@ChinaGlobalSouth Now on Bluesky! Follow CGSP at @chinagsproject.bsky.social FOLLOW CGSP IN FRENCH AND ARABIC: Français: www.projetafriquechine.com | @AfrikChine Arabic: عربي: www.alsin-alsharqalawsat.com | @SinSharqAwsat JOIN US ON PATREON! Become a CGSP Patreon member and get all sorts of cool stuff, including our Week in Review report, an invitation to join monthly Zoom calls with Eric & Cobus, and even an awesome new CGSP Podcast mug! www.patreon.com/chinaglobalsouth

Headlines: – Welcome to Mo News (02:00) – California Sues Trump Over National Guard Deployment As President Sends In Marines (05:50) – RFK Jr. Removes All Members of CDC Vaccine Advisory Committee  (19:00) –  U.S. And China Trade Talks Focus on Critical Minerals in London Summit (22:20) – Greta Thunberg Detained By Israeli Forces After Gaza Flotilla Attempt (24:10) – Southern Baptists Push Supreme Court to Revisit Gay Marriage (26:50) – Another Legacy Media Giant Splits Amid Streaming Turmoil (28:45) – Apple Keynote Sparks Questions Over AI Strategy (30:00) – On This Day In History (33:00) Thanks To Our Sponsors: – LMNT - Free Sample Pack with any LMNT drink mix purchase – Industrious - Coworking office. 30% off day pass – Athletic Greens – AG1 Powder + 1 year of free Vitamin D & 5 free travel packs – Shopify – $1 per-month trial Code: monews – Incogni - 60% off an annual plan| Promo Code: MONEWS – Saily - 15% off any data plan | Promo Code: MONEWS

The International Energy Agency projects the global market value of critical minerals could reach almost $800 billion by 2040. That's because we must have them for the electrified future. And right now, China is a dominant supplier.The Trump administration wants to find other sources, and it's looking to U.S. and international waters to mine minerals on the ocean floor. Marketplace contributor Daniel Ackerman has been reporting on the deep-sea mining companies that are working to figure out how to harvest in unforgiving terrain.

The International Energy Agency projects the global market value of critical minerals could reach almost $800 billion by 2040. That's because we must have them for the electrified future. And right now, China is a dominant supplier.The Trump administration wants to find other sources, and it's looking to U.S. and international waters to mine minerals on the ocean floor. Marketplace contributor Daniel Ackerman has been reporting on the deep-sea mining companies that are working to figure out how to harvest in unforgiving terrain.

We discuss the trilemma facing the energy and commodities markets -  between security, affordability, and sustainability, what now matters in policy and investment decisions? In the previous US administration and in Europe, sustainability was a key policy driver. Under the new Trump administration, and indeed globally since Russia's invasion of Ukraine, security has come to the forefront. How should organizations think about these three facets? How is the world changing and what does that mean for the energy and commodities sector? Our guest is Clay Seigle, Senior Fellow in the Energy Security and Climate Change Program at the Center for Strategic and International Studies. Clay holds the James R. Schlesinger chair in Energy and Geopolitics and is an experienced energy industry analyst with specialization in market intelligence and political risk. Clay provides policymakers and corporate leaders with thought leadership and strategic insights to navigate regional and global energy security challenges.

The U.S. is already scrambling to catch up with its number-one rival, China, in the race to secure critical materials. But can the Trump administration bring more mining and processing under U.S. control? WSJ senior reporter John Emont and Gracelin Baskaran, director of the Critical Mineral Security Program at the Center for Strategic and International Studies, discuss the economic and security implications of these minerals, the challenges to scaling up U.S. mining interests and the policies that might unlock both supply and demand for domestically produced critical minerals. Kate Bullivant hosts. Further Reading:  Critical Minerals Supply Risks Mount Amid China's Grip, Export Curbs  America's War Machine Runs on Rare-Earth Magnets. China Owns That Market.  Why the U.S. Keeps Losing to China in the Battle Over Critical Minerals  Automakers Race to Find Workaround to China's Stranglehold on Rare-Earth Magnets  Trump Says He Discussed Trade, Rare Earths in Call With China's Xi  Learn more about your ad choices. Visit megaphone.fm/adchoices

America is sitting on a $2 trillion opportunity and no one's talking about it. In this episode of The P.A.S. Report, Professor Nick Giordano breaks down the recent U.S. discoveries of massive lithium and rare earth deposits that could reshape the global economy, restore American manufacturing, and end our reliance on foreign adversaries like China. Now that President Trump is back in office, his administration is taking aggressive steps to fast-track development and unleash America's mineral dominance. But will the bureaucrats, eco-activists, and foreign interests succeed in derailing this opportunity? This episode reveals the stakes and the path forward. Episode Highlights: Uncovered: Trillions of dollars in mineral deposits and the U.S. states poised to become richer than Dubai Why these mineral discoveries could spark a new era of American economic dominance How the Trump administration is cutting red tape and blocking China from controlling America's critical resources