Podcasts about critical minerals

They're essential to the green transition, modern tech, and defence systems—and global demand is soaring. In the first part of our series on critical minerals, we ask what they are, where they're found and why they matter?As countries scramble to secure supplies, we explore the rising geopolitical tensions shaping this fast-growing industry—including the Oval Office standoff between Presidents Trump and Zelensky over a landmark minerals deal.Presenter: Sam Fenwick Producer: Lexy O'Connor(Image: Hands holding rock samples of critical minerals)

The race to secure critical minerals is accelerating—but so is the urgency to reduce their carbon footprint. Mining, refining, and processing are energy-intensive, often reliant on fossil fuels, and responsible for significant emissions. Paradoxically, as the demand for net-zero metals grows, so too does their footprint. This webinar explores the practical pathways for decarbonising critical minerals supply. Our panelists share tangible insights, from electrifying operations and adopting renewable energy sources, to using low carbon mining technologies. The panel: Urishani Govender, chief sustainability officer, Harmony Gold Mining Company Arend Van Der Goes, senior sustainability manager, Eramet Reza Rahmaditio, critical minerals project lead, WRI Indonesia Moderator: Ian Welsh, publishing director, Innovation Forum

House Republicans' reconciliation package could undermine President Donald Trump's efforts to create a domestic supply chain for critical minerals and outcompete China. POLITICO's James Bikales breaks down the different ways the package could impact U.S. production of critical minerals. Plus, Senate Republicans will move this week to undo California's vehicle emission waivers, and the Trump administration announced it would allow Equinor's Empire Wind project to resume construction.  James Bikales is a reporter for POLITICO.  Nirmal Mulaikal is the co-host and producer of POLITICO Energy.  Alex Keeney is a senior audio producer at POLITICO.  Gloria Gonzalez is the deputy energy editor for POLITICO.  Matt Daily is the energy editor for POLITICO. For more news on energy and the environment, subscribe to Power Switch, our free evening newsletter: https://www.politico.com/power-switch And for even deeper coverage and analysis, read our Morning Energy newsletter by subscribing to POLITICO Pro: https://subscriber.politicopro.com/newsletter-archive/morning-energy Learn more about your ad choices. Visit megaphone.fm/adchoices

AP correspondent Charles de Ledesma reports the world's sources of critical minerals are increasingly concentrated in just a few countries, most notably China, leaving the global economy vulnerable to supply cutoffs

Critical minerals are required for the manufacturing of electronics, aerospace equipment, medical devices, and renewable energy technologies, making them essential for a country's economic and national security. These materials have been at the center of China's domestic and foreign policy for many decades, and China's ability to integrate internal industrial policies with foreign trade and investment policies has allowed them to gain dominance in the market. Meanwhile, the US has lagged behind China in terms of both access to and processing technology of critical minerals. The country has been heavily dependent on China for its critical minerals and struggles to find an alternative supplier.China's announcement to impose export restrictions on seven rare earth elements on April 4th has opened many conversations surrounding critical minerals, especially regarding the US and its supply chain vulnerabilities. What has China done to achieve their global dominance in the critical minerals sector, and what can the US do to address the overdependence issue they are facing today? To answer these questions and more, host Bonnie Glaser is joined by Gracelin Baskaran, the director of the Critical Minerals Security Program at the Center for Strategic and International Studies. She is a mining economist whose area of expertise is critical minerals and trade. Timestamps[00:00] Start[02:13] US Dependencies on Rare Earths and Critical Minerals[03:51] Sourcing from Latin America, Africa, and Asia[06:28] Environmental Harm from Mining and Processing[08:11] Deliberate Suppression of the Price of Rare Earths in the Market[11:06] Chinese Exports Restrictions on Seven Rare Earth Elements[14:08] US Administrations' Approaches to Critical Minerals Vulnerability[20:02] 2010 Fishing Boat Accident and Japan's Response [24:00] What might China do moving forward? [27:42] Timeframe for the US to Catch Up to China

Some are calling it 'mining's new frontier' – deep-sea mining for critical minerals. A company at the forefront of this development, is Allseas. A global offshore energy company that owns the world's first deep-sea mineral-production vessel. How do you extract critical minerals from the ocean floor, miles below the surface? And how do you do it responsibly? To answer these questions, I'm joined by Pieter Heerema, the President of Allseas.

Minerals like lithium, cobalt and rare earth are not just commodities. They are strategic assets which are shaping global power and the future of the energy transition.As US-China trade tensions escalate, countries across Africa (and elsewhere) where these minerals are found are now renegotiating their role in an increasingly fragmented global economy.This episode asks how Africa's mineral wealth can truly benefit its people and future generations. Guests discuss the challenges countries face in adding value domestically, and whether there's an opportunity to push for a more equitable, sustainable governance of the mineral supply chain.Drawing on the latest developments in the South China sea, Greenland and the new US-Ukraine minerals deal, we also hear how resource scarcity, trade, and geopolitical and economic interests are closely intertwined today against a backdrop of ongoing violence and instability.GuestsSara Pantuliano (host), Chief Executive, ODI GlobalAkim Daouda, Founder and CEO, Mwaana Inc.Rebecca Nadin, Director, Global Risks and Resilience team, ODI GlobalSilas Olan'g, Africa Energy Transition Advisor, Natural Resource Governance InstituteRelated resourcesThe critical minerals race to net zero (Event recording, ODI Global)Critical minerals, critical moment: Africa's role in the AI revolution (Insight, ODI Global)The ‘strategic mirage' of Africa's green minerals wealth (Insight, ODI Global)Why China is seeking greater presence in Africa – the strategy behind its financial deals (Insight, ODI Global)

05-08-2025 Craig Knoblock Learn more about the interview and get additional links here: https://usabusinessradio.com/exploiting-ai-to-help-find-critical-minerals-in-the-united-states/ Subscribe to the best of our content here: https://priceofbusiness.substack.com/ Subscribe to our YouTube channel here: https://www.youtube.com/channel/UCywgbHv7dpiBG2Qswr_ceEQ

Since 2017, the West's awareness of its strategic vulnerabilities in critical minerals has been growing – yet in reality little progress has been made. How have various policies progressed or hindered the development of a domestic supply chain in the US and the West more broadly? What is the new Trump administration's approach to critical minerals? How is that impacting former efforts like the Inflation Reduction Act? And what does it mean for China and its response? Just how close are we to experiencing an outright scarcity on these critical minerals in the US and the West? And what would that mean for our economies?  Our guest is mining entrepreneur and former Deputy Director for Batteries and Critical Materials at the US Department of Energy, Ashley Zumwalt-Forbes.

In this episode of Energy Evolution, host Eklavya Gupte speaks with Tim Gould, chief energy economist at the International Energy Agency (IEA). Gould shares his insights on how the expansion of renewables, coupled with geopolitics and evolving economic policies, is reshaping energy security. Gould explains the need to adapt energy supply security measures as the growth of clean energy leads to new risks, such as those arising from critical minerals and supply chain vulnerabilities. He also tells us how the IEA is beginning to see some shifts in broader energy investment trends due to a “climate of uncertainty" exacerbated by escalating trade tensions. This interview was recorded at the Summit on the Future of Energy Security in London, where representatives from over 60 governments and several energy companies convened to collaborate on the key issues facing energy markets. Energy Evolution has merged with Platts Future Energy, and episodes are now regularly published on Tuesdays.

In this episode of Energy Evolution, host Eklavya Gupte speaks with Tim Gould, chief energy economist at the International Energy Agency (IEA). Gould shares his insights on how the expansion of renewables, coupled with geopolitics and evolving economic policies, is reshaping energy security. Gould explains the need to adapt energy supply security measures as the growth of clean energy leads to new risks, such as those arising from critical minerals and supply chain vulnerabilities. He also tells us how the IEA is beginning to see some shifts in broader energy investment trends due to a “climate of uncertainty" exacerbated by escalating trade tensions. This interview was recorded at the Summit on the Future of Energy Security in London, where representatives from over 60 governments and several energy companies convened to collaborate on the key issues facing energy markets. Energy Evolution has merged with Platts Future Energy, and episodes are now regularly published on Tuesdays.

Trump's threat of 100 per cent tariffs on all movies produced outside the US could have major ramifications for numbers of films produced in regional Australia - particularly on the Gold Coast.

Central Asia is one of those regions that isn't getting a lot of attention these days, as it's not a major player in the escalating U.S.-China trade war. But that may soon change as both major powers look to the region to source energy, critical minerals, and build new logistics corridors. Chinese Foreign Minister Wang Yi spent a few days in the Kazakh capital Almaty meeting with his five Central Asian counterparts to plan an upcoming leaders summit that will take place in June. Meantime, the Uzbek government this month confirmed an ambitious critical minerals deal with the United States, highlighting the region's growing strategic importance. Yunis Sharifli, CGSP's non-resident fellow for Central Asia, joins Eric from Ankara, Turkey to discuss why this renewed attention on Central Asia will also propel the development of ambitious new transport routes linking Asia and Europe. JOIN THE DISCUSSION: X: @ChinaGSProject | @eric_olander | @ysharifli 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

How have politics and geoeconomics turned rare earths and critical minerals into pressure points in the expanding global trade conflict? Listen to Jason Mitchell discuss with Professor Saleem Ali, University of Delaware, about what the energy transition means in the context of environmental security; how multilateral initiatives and increasingly national efforts are working to reshape supply and demand dynamics; and why it's critical we continue to rethink ways to diversify and secure global critical mineral supply chains.

US President Donald Trump earlier this month signed an order to wean the country away from China's dominance in critical minerals. India has also been running a National Critical Minerals Mission to establish a hold in the space. But is it enough and can China's new export control orders open the door for a China+1 strategy in the field? Tune in.

With Glencore as a 15.4% shareholder and strategic partner, Stillwater Critical Minerals might just be holding one of the most important undeveloped critical mineral resources in the U.S. In this interview, Michael Rowley, President and CEO of Stillwater Critical Minerals (TSX.V: PGE | OTCQB: PGEZF | FSE: J0G), breaks down what makes the Stillwater Igneous Complex in Montana so unique—from 1.6 billion lbs of nickel, copper, and cobalt to 3.8 million ounces of platinum, palladium, rhodium and gold.Why does this matter now? The U.S. is racing to secure its own critical mineral supply, and this project could be a key part of the solution. Tune in to hear how this discovery is gaining momentum in the push for critical minerals in North America.Learn more about Stillwater Critical Minerals: https://criticalminerals.com/Watch the full YouTube interview here: https://youtu.be/mE9mDa7uGTsAnd follow us to stay updated: https://www.youtube.com/@GlobalOneMedia?sub_confirmation=1

This conversation delves into the evolving dynamics of global trade, particularly focusing on the relationship between the US and China, and its implications for the metals and mining markets. The discussion highlights the increasing importance of critical minerals, the impact of tariffs, and the challenges faced in reshoring supply chains. Andrea Hotter provides insights into the changing narratives surrounding mining, the complexities of Section 232 investigations, and the current state of the copper market. The conversation also addresses the challenges of smelting capacity in the US and the potential for international partnerships in the face of rising tensions and trade wars. In this conversation, Andrea discusses the critical importance of domestic processing capacity for rare earths and the need for diversification in supply chains, drawing lessons from Japan's experience. She highlights the challenges faced in workforce development and processing knowledge in the U.S., as well as the infrastructure and environmental hurdles in mining projects. The conversation also touches on government financing and support for mining initiatives, the geopolitical dynamics surrounding critical minerals, and the role of Africa in the global mineral supply. Finally, Andrea addresses the contradictions of isolationism in trade and the necessity of maintaining global partnerships.This episode of Mining Stock Daily is brought to you by... Vizsla Silver is focused on becoming one of the world's largest single-asset silver producers through the exploration and development of the 100% owned Panuco-Copala silver-gold district in Sinaloa, Mexico. The company consolidated this historic district in 2019 and has now completed over 325,000 meters of drilling. The company has the world's largest, undeveloped high-grade silver resource. Learn more at⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠https://vizslasilvercorp.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Calibre Mining is a Canadian-listed, Americas focused, growing mid-tier gold producer with a strong pipeline of development and exploration opportunities across Newfoundland & Labrador in Canada, Nevada and Washington in the USA, and Nicaragua. With a strong balance sheet, a proven management team, strong operating cash flow, accretive development projects and district-scale exploration opportunities Calibre will unlock significant value.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.calibremining.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Integra is a growing precious metals producer in the Great Basin of the Western United States. Integra is focused on demonstrating profitability and operational excellence at its principal operating asset, the Florida Canyon Mine, located in Nevada. In addition, Integra is committed to advancing its flagship development-stage heap leach projects: the past producing DeLamar Project located in southwestern Idaho, and the Nevada North Project located in western Nevada. Learn more about the business and their high industry standards over at integraresources.com

Interview with VP of Critical Minerals, Debra BennethumOur previous interview: https://www.cruxinvestor.com/posts/energy-fuels-nyse-uuuu-reshoring-critical-mineral-production-back-to-the-us-6878Recording date: 23rd April 2025Energy Fuels stands at a pivotal moment in its corporate evolution, transforming from a 45-year veteran uranium producer into potentially America's premier rare earth elements processor. This strategic pivot capitalizes on the company's existing infrastructure, technical expertise, and unique competitive advantages in an increasingly critical sector. The rare earth oxide produced by Energy Fuels—particularly neodymium-praseodymium (NDPR)—is essential for manufacturing permanent magnets used in electric vehicle motors, wind turbines, and defense applications. Unlike many aspirational rare earth companies, Energy Fuels has already commissioned a 1,000-ton per annum production facility at its White Mesa Mill with plans to expand to 6,000 tons by 2028, demonstrating real production capability rather than conceptual plans.The company's strategic advantage stems from its approach to processing monazite sand—a byproduct of heavy mineral sand operations—which provides a more favorable cost structure than competitors. Critically, Energy Fuels' uranium processing expertise, existing facilities, and regulatory permits create significant barriers to entry for potential competitors, as monazite contains uranium that must be properly processed and managed. This positions Energy Fuels as potentially the only American company that can economically process this valuable rare earth source at scale, with the company's leadership believing they can compete with Chinese producers on cost—a critical factor for securing automotive contracts.Recent additions to the leadership team enhance this competitive position. Debra Bennethum, who joined as VP of Critical Minerals in June 2024, brings 13 years of procurement and supply chain experience at General Motors, including direct involvement in sourcing critical minerals for EV batteries and drive units. This automotive industry expertise provides Energy Fuels with invaluable insights into OEM procurement processes and requirements, potentially accelerating customer acquisition and contract negotiations.The timing for Energy Fuels' strategic pivot appears opportune. Recent Chinese export restrictions on seven rare earth elements have highlighted vulnerabilities in global supply chains, accelerating automotive manufacturers' interest in securing domestic supplies. The semiconductor shortage during the pandemic further prompted OEMs to develop more direct relationships with material suppliers to avoid similar disruptions. These dynamics create strong tailwinds for Energy Fuels as it develops its rare earth business.For investors, Energy Fuels offers a compelling combination of execution progress and substantial market opportunity. The company has already secured validation partnerships with manufacturers like POSCO International, with potential for product to enter saleable vehicles as early as this year. The automotive industry's typical 5-7 year contract structures for vehicle programs offer visibility for potentially stable, long-term revenue streams. Additionally, Energy Fuels' diversified revenue approach—maintaining its uranium business while developing rare earth production—provides multiple avenues for growth while reducing concentration risk. With a feasibility study update expected by year-end and financial projections to follow in 2025, investors may soon have clearer visibility into the value proposition of what could become America's cornerstone rare earth producer in an increasingly critical mineral-dependent economy.—Learn more: https://cruxinvestor.com/companies/energy-fuels-incSign up for Crux Investor: https://cruxinvestor.com

Building out the infrastructure needed for the low-carbon energy transition will require a substantial increase in the production of critical minerals and metals such as copper, nickel, zinc and lithium. These minerals are needed for many different technologies including electric vehicles and battery storage, clean hydrogen, geothermal, wind, solar and electricity networks.   In this episode of the All Things Sustainable podcast, we'll hear how one of the biggest producers of critical minerals, Vale Base Metals, is approaching this increased demand. And we'll explore how the company thinks about balancing those demands with other sustainability issues including community engagement, biodiversity, waste management, and physical climate risks.  We sit down with Vale Base Metals  Chief Sustainability and Corporate Affairs Officer Emily Olson on the sidelines of S&P Global's CERAWeek energy conference. Vale Base Metals is a subsidiary of mining company Vale SA with operations in Canada, the UK, Brazil, Japan and Indonesia.  Emily says Vale Base Metals factors sustainability into its operations from the start. “You cannot be a miner without having sustainability in all of its elements integrated into how you run your operations," she says. “It's a big operation — we impact the land, we impact communities. And so for us, your social license and how you are willing to create that mutual and shared value, that's the first stop.”  Emily also discusses how the company is navigating current market uncertainty from tariffs and the potential impacts on the company's supply chains. “Policy aside, mining needs dependable supply chains,” she says. “We are a long life, long lead business. Having dependable diversified supply chains is really important.”  Read S&P Global Sustainable1 research: Rocks and hard places: The ecosystem risks of mining for energy transition minerals  Learn more about the S&P Global Sustainable1 Nature & Biodiversity Risk dataset. This piece was published by S&P Global Sustainable1, a part of S&P Global.           Copyright ©2025 by S&P Global DISCLAIMER     By accessing this Podcast, I acknowledge that S&P GLOBAL makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast. The information, opinions, and recommendations presented in this Podcast are for general information only and any reliance on the information provided in this Podcast is done at your own risk. This Podcast should not be considered professional advice. Unless specifically stated otherwise, S&P GLOBAL does not endorse, approve, recommend, or certify any information, product, process, service, or organization presented or mentioned in this Podcast, and information from this Podcast should not be referenced in any way to imply such approval or endorsement. The third party materials or content of any third party site referenced in this Podcast do not necessarily reflect the opinions, standards or policies of S&P GLOBAL. S&P GLOBAL assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this Podcast or the compliance with applicable laws of such materials and/or links referenced herein. Moreover, S&P GLOBAL makes no warranty that this Podcast, or the server that makes it available, is free of viruses, worms, or other elements or codes that manifest contaminating or destructive properties.     S&P GLOBAL EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.   

Today we're releasing an episode outside of our normal schedule on tariffs and those on metals in particular. What tariffs are in place on metals and critical minerals? What has been the response particularly from China? What is the legal underpinning of those tariffs and how does that create uncertainty? What are the administration's goals? And what does it mean for contracts? What does it mean for M&A? And what does it mean for markets? Our guest is Guy Winter, partner at Fasken, the global law firm, in their Global Mining Group. Guy is also on the advisory board of the Critical Minerals Association in the UK and on the UK's Department of Business and Trade Critical Minerals Expert Committee. He is also an author of fiction books - his latest two were The Billionaire Suicide Club and The Billionaire Suicide Club 2; Red queen Rising. For more on Enco Insights Expert witness offering visit: www.encoinsights.com 

In Part 2, we continue our discussion on navigating the new Trump Administration. Why are metals and critical minerals central to the administrations agenda? What does it mean to prioritize security over economics and sustainability?  How to manage the inherent internal conflicts between co-existing policies and statements and what the trading opportunities might be for the energy & commodities sector.  We welcome back with Nick Kumleben, the Energy and Commodities Director at Green Mantle, the geopolitical and macro advisory firm that weaves in historical context to help organizations understand the current markets and opportunities within them. 

In this special live episode recorded at the Women in Mining USA 2025 annual event in San Antonio, host Emily King sits down with Ashley Zumwalt-Forbes, a pioneering engineer and investor who has helped deploy over $6 billion in private capital into America's battery supply chain. Ashley shares insider perspectives from her time as US Deputy Director for Batteries and Critical Minerals, discussing the challenging realities of competing with non-market actors like China in critical mineral markets. The conversation explores policy mechanisms to establish secure Western supply chains, including price floors and midstream processing development, while offering valuable insights for women looking to capitalize on opportunities in this rapidly evolving sector. Join us for this candid discussion that moves beyond industry echo chambers to address the practical solutions needed to secure America's mineral future.

In this episode of the Energy News Beat Daily Standup, the host, Stuart Turley discusses the importance of securing critical mineral processing within the U.S., highlighting China's dominance in this area. He also covers key political and economic topics, including Trump targeting the EPA's endangerment finding and the reshaping of MENA oilfield services due to U.S. tariffs. Additionally, he explores Iraq's oil embargo, emphasizing that it is more about sovereignty than oil. Turley emphasizes the shifting geopolitical landscape and the U.S.'s efforts to regain control over its energy and trade policies.Highlights of the Podcast 00:00 - Intro01:52 - Critical Minerals are not the problem that China controls. It is the processing of the mineral ore that they control.04:20 - Trump Targets EPA Endangerment Finding After Supreme Court Rulings08:23 - Trump Tariffs Reshape MENA Oilfield Services11:42 - Iraq's Oil Embargo Was Never Just About Oil14:06 - OutroPlease see the links below or articles that we discuss in the podcast.Critical Minerals are not the problem that China controls. It is the processing of the mineral ore that they control.Trump Targets EPA Endangerment Finding After Supreme Court RulingsTrump Tariffs Reshape MENA Oilfield ServicesIraq's Oil Embargo Was Never Just About OilFollow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas Investing– Get in Contact With The Show –

Earth AI is discovering untapped critical metal deposits at half the cost in a fraction of the time. They combine machine learning and new modular drilling technology to move from detecting a prospect to drilling in just three to six months. They recently announced $20M in Series B funding in an oversubscribed round led by Tamarack Global and Cantos Ventures. Participating investors include Overmatch, Alpaca, Sparkwave Capital, Y Combinator, and Scrum Ventures.Roman is a YC alum, ex-PhD candidate at the University of Sydney,  and geologist with 10 years of industry and research experience in Europe, the Middle and Far East, and Australia.Here are 6 topics we covered in the podcast:1. The Problem The world faces a projected $10T demand for critical metals by 2050, yet new mineral discoveries have declined by 70% over the last decade. Current exploration methods are expensive, slow, and increasingly inefficient.2. AI-Powered Discovery Roman's team developed a machine learning model trained on 50 years of exploration data. The AI identifies geological proxies—subtle clues that indicate where valuable minerals may lie beneath the surface.3. Vertical Integration After realizing the industry wasn't ready to adopt their tech, Earth AI built its own exploration and drilling systems. This vertical integration slashed costs and sped up testing, allowing them to confirm mineral targets rapidly.4. Breakthrough Results Their AI led to the first-ever discovery of magnetic nickel on Australia's East Coast. They've since found lithium, silver, and lead deposits, securing land cheaply and unlocking high-value prospects.5. Founder Wisdom Roman emphasizes sustainable work habits and a strong internal compass. He credits storytelling as crucial to convincing investors and the broader industry of Earth AI's potential.--

This week on No Priors, Sarah and Elad are joined by Josh Goldman, cofounder and president of KoBold Metals. KoBold is using AI to transform how we discover critical minerals like lithium and cobalt, making the exploration process faster, more precise, and more scalable than traditional methods. In this episode, Josh explains how KoBold is rethinking the fundamentals of mineral exploration by combining unique datasets, scientific modeling, and predictive algorithms. They dive into the company's driving philosophy and technical approach, how they validate underground hypotheses, and why regulatory knowledge and a localized approach are crucial. Josh also discusses what success looks like in exploration today and the scarcity of world-class deposits. Sign up for new podcasts every week. Email feedback to show@no-priors.com Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil | @KoBold_Metals Show Notes: 0:00 Introduction 0:29 KoBold Metals 3:14 Using unique datasets 6:20 Traditional methods of lithium exploration 8:38 Regulatory vs. rarity constraints 13:40 Technical approach 16:25 Validating hypotheses 23:56 Redefining success in mineral exploration 25:44 Scarcity of good projects and deposits 32:44 Philosophy behind prediction 36:46 KoBold's origin story

It's critical that companies pay attention to the new Section 232 investigation on critical minerals & rare earth elements. Listen for details on Two Minutes in Trade. 

Listen for the latest from Bloomberg NewsSee omnystudio.com/listener for privacy information.

Japanese Negotiator in D.C. to Discuss Tariffs; Trump Opens Security Probe Into Critical Minerals | NTD Good Morning

Preview: Colleague Brett Arends of MarketWatch, writing ROI column, views the US in retrenchment following PRC threat to sell US treasuries and withhold critical minerals from market. More. 1966 MAO AND THE CULTURAL REVOLUTION

CSIS's Gracelin Baskaran joins the podcast to discuss China's halt of critical minerals to the United States. In addition to consumer products, the Pentagon and defense contractors are heavily reliant on magnets and rare earth minerals mined or processed in China. Baskaran discusses the impact of this decision and more.

In late February in DC, I attended the US premiere of the Bertelsmann Foundation of North America produced documentary “Lithium Rising”, a movie about the extraction of essential rare minerals like lithium, nickel and cobalt. Afterwards, I moderated a panel featuring the movie's director Samuel George, the Biden US Department of Energy Director Giulia Siccardo and Environmental Lawyer JingJing Zhang (the "Erin Brockovich of China"). In post Liberation Day America, of course, the issues addressed in both “Lithium Rising” and our panel discussion - particularly US-Chinese economic rivalry over these essential rare minerals - are even more relevant. Tariffs or not, George's important new movie uncovers the essential economic and moral rules of today's rechargeable battery age. FIVE TAKEAWAYS* China dominates the critical minerals supply chain, particularly in refining lithium, cobalt, and nickel - creating a significant vulnerability for the United States and Western countries who rely on these minerals for everything from consumer electronics to military equipment.* Resource extraction creates complex moral dilemmas in communities like those in Nevada, Bolivia, Congo, and Chile, where mining offers economic opportunities but also threatens environment and sacred lands, often dividing local populations.* History appears to be repeating itself with China's approach in Africa mirroring aspects of 19th century European colonialism, building infrastructure that primarily serves to extract resources while local communities remain impoverished.* Battery recycling offers a potential "silver lining" but faces two major challenges: making the process cost-effective compared to new mining, and accumulating enough recycled materials to create a closed-loop system, which could take decades.* The geopolitical competition for these minerals is intensifying, with tariffs and trade wars affecting global supply chains and the livelihoods of workers throughout the system, from miners to manufacturers. FULL TRANSCRIPTAndrew Keen: Hello, everybody. Last year, we did a show on a new book. It was a new book back then called Cobalt Red about the role of cobalt, the mineral in the Congo. We also did a show. The author of the Cobalt Red book is Siddharth Kara, and it won a number of awards. It's the finalist for the Pulitzer Prize. We also did a show with Ernest Scheyder, who authored a book, The War Below, Lithium, Copper, and the Global Battle to Power Our Lives. Lithium and cobalt are indeed becoming the critical minerals of our networked age. We've done two books on it, and a couple of months ago, I went to the premiere, a wonderful new film, a nonfiction documentary by my guest Samuel George. He has a new movie out called Lithium Rising and I moderated a panel in Washington DC and I'm thrilled that Samuel George is joining us now. He works with the Bertelsmann Foundation of North America and it's a Bertelsman funded enterprise. Sam, congratulations on the movie. It's quite an achievement. I know you traveled all over the world. You went to Europe, Latin America, a lot of remarkable footage also from Africa. How would you compare the business of writing a book like Cobalt read or the war below about lithium and cobalt and the challenges and opportunities of doing a movie like lithium rising what are the particular challenges for a movie director like yourself.Samuel George: Yeah, Andrew. Well, first of all, I just want to thank you for having me on the program. I appreciate that. And you're right. It is a very different skill set that's required. It's a different set of challenges and also a different set of opportunities. I mean, the beauty of writing, which is something I get a chance to do as well. And I should say we actually do have a long paper coming out of this process that I wrote that will probably be coming out in the next couple months. But the beauty of writing is you need to kind of understand your topic, and if you can really understand your topics, you have the opportunity to explain it. When it comes to filming, if the camera doesn't have it, you don't have it. You might have a sense of something, people might explain things to you in a certain way, but if you don't have it on your camera in a way that's digestible and easy for audience to grasp, it doesn't matter whether you personally understand it or not. So the challenge is really, okay, maybe you understand the issue, but how do you show it? How do you bring your audience to that front line? Because that's the opportunity that you have that you don't necessarily have when you write. And that's to take an audience literally to these remote locations that they've never been and plant their feet right in the ground, whether that be the Atacama in Northern Chile, whether that'd be the red earth of Colwaisy in the Democratic Republic of the Congo. And that's the beauty of it, but it takes more of making sure you get something not just whether you understand it is almost irrelevant. I mean I guess you do need to understand it but you need to be able to draw it out of a place. It's easier when you're writing to get to some of these difficult places because you don't have to bring 900 pounds of equipment and you can kind of move easier and you're much more discreet. You can get places much easier as you can imagine, where with this, you're carrying all this equipment down. You're obvious from miles away. So you really have to build relationships and get people to get comfortable with you and be willing to speak out. So it's different arts, but it's also different rewards. And the beauty of being able to combine analysis with these visuals is really the draw of what makes documentary so magic because you're really kind of hitting different senses at the same time, visual, audio, and combining it to hopefully make some sort of bigger story.Andrew Keen: Well, speaking, Sam, of audio and visuals, we've got a one minute clip or introduction to the movie. People just listening on this podcast won't get to see your excellent film work, but everybody else will. So let's just have a minute to see what lithium rising is all about. We'll be back in a minute.[Clip plays]Andrew Keen: Here's a saying that says that the natural resources are today's bread and tomorrow's hunger. Great stuff, Sam. That last quote was in Spanish. Maybe you want to translate that to English, because I think, in a sense, it summarizes what lithium rising is about.Samuel George: Right. Well, that's this idea that natural resources in a lot of these places, I mean, you have to take a step back that a lot of these resources, you mentioned the lithium, the cobalt, you can throw nickel into that conversation. And then some of the more traditional ones like copper and silver, a lot are in poor countries. And for centuries, the opportunity to access this has been like a mirage, dangled in front of many of these poor countries as an opportunity to become more wealthy. Yet what we continue to see is the wealth, the mineral wealth of these countries is sustaining growth around the world while places like Potosí and Bolivia remain remarkably poor. So the question on their minds is, is this time gonna be any different? We know that Bolivia has perhaps the largest lithium deposits in the world. They're struggling to get to it because they're fighting amongst each other politically about what's the best way to do it, and is there any way to it that, hey, for once, maybe some of this resource wealth can stay here so that we don't end up, as the quote said, starving. So that's where their perspective is. And then on the other side, you have the great powers of the world who are engaged in a massive competition for access to these minerals.Andrew Keen: And let's be specific, Sam, we're not talking about 19th century Europe and great powers where there were four or five, they're really only two great powers when it comes to these resources, aren't they?Samuel George: I mean, I think that's fair to say. I think some people might like to lump in Western Europe and the EU with the United States to the extent that we used to traditionally conceive of them as being on the same team. But certainly, yes, this is a competition between the United States and China. And it's one that, frankly, China is winning and winning handily. And we can debate what that means, but it's true. I showed this film in London. And a student, who I believe was Chinese, commented, is it really fair to even call this a race? Because it seems to be over.Andrew Keen: Yeah, it's over. You showed it at King's College in London. I heard it was an excellent event.Samuel George: Yeah, it really was. But the point here is, to the extent that it's a competition between the United States and China, which it is, China is winning. And that's of grave concern to Washington. So there's the sense that the United States needs to catch up and need to catch up quickly. So that's the perspective that these two great powers are going at it from. Whereas if you're the Democratic Republic of Congo, if you are Bolivia, if your Chile, you're saying, what can we do to try to make the most of this opportunity and not just get steamrolled?Andrew Keen: Right. And you talk about a grave concern. Of course, there is grave concern both in Washington, D.C. and Beijing in terms of who's winning this race for these natural resources that are driving our networked age, our battery powered age. Some people might think the race has ended. Some people may even argue that it hasn't even really begun. But of course, one of the biggest issues, and particularly when it comes to the Chinese, is this neocolonial element. This was certainly brought out in Cobalt Red, which is quite a controversial book about the way in which China has essentially colonized the Congo by mining Cobalt in Congo, using local labor and then shipping out these valuable resources back to China. And of course, it's part of a broader project in Africa of the Chinese, which for some critics actually not that different from European 19th century colonialism. That's why we entitled our show with Siddharth Kara, The New Heart of Darkness. Of course, the original Heart of darkness was Joseph Conrad's great novel that got turned into Apocalypse Now. Is history repeating itself, Sam, when it comes to these natural resources in terms of the 19th-century history of colonialism, particularly in Africa?Samuel George: Yeah, I mean, I think it's so one thing that's fair to say is you hear a lot of complaining from the West that says, well, look, standards are not being respected, labor is being taken advantage of, environment is not being taken care of, and this is unfair. And this is true, but your point is equally true that this should not be a foreign concept to the West because it's something that previously the West was clearly engaged in. And so yes, there is echoes of history repeating itself. I don't think there's any other way to look at it. I think it's a complicated dynamic because sometimes people say, well, why is the West not? Why is it not the United States that's in the DRC and getting the cobalt? And I think that's because it's been tough for the United states to find its footing. What China has done is increasingly, and then we did another documentary about this. It's online. It's called Tinder Box Belt and Road, China and the Balkans. And what we increasingly see is in these non-democracies or faulty democracies that has something that China's interested in. China's willing to show up and basically put a lot of money on the table and not ask a whole lot of questions. And if the West, doesn't wanna play that game, whatever they're offering isn't necessarily as attractive. And that's a complication that we see again and again around the world and one, the United States and Europe and the World Bank and Western institutions that often require a lot of background study and open tenders for contracts and democracy caveats and transparency. China's not asking for any of that, as David Dollar, a scholar, said in the prior film, if the World Bank says they're going to build you a road, it's going to be a 10-year process, and we'll see what happens. If China says they'll build you a road a year later, you'll have a road.Andrew Keen: But then the question sound becomes, who owns the road?Samuel George: So let's take the Democratic Republic of the Congo, another great option. China has been building a lot of roads there, and this is obviously beneficial to a country that has very limited infrastructure. It's not just to say everything that China is doing is bad. China is a very large and economically powerful country. It should be contributing to global infrastructure. If it has the ability to finance that, wonderful. We all know Africa, certain African countries can really benefit from improved infrastructure. But where do those roads go? Well, those roads just happen to conveniently connect to these key mineral deposits where China overwhelmingly owns the interest and the minerals.Andrew Keen: That's a bit of a coincidence, isn't it?Samuel George: Well, exactly. And I mean, that's the way it's going. So that's what they'll come to the table. They'll put money on the table, they'll say, we'll get you a road. And, you know, what a coincidence that roads going right by the cobalt mine run by China. That's debatable. If you're from the African perspective, you could say, look, we got a road, and we needed that road. And it could also be that there's a lot of money disappearing in other places. But, you know that that's a different question.Andrew Keen: One of the things I liked about Lithium Rising, the race for critical minerals, your new documentary, is it doesn't pull its punches. Certainly not when it comes to the Chinese. You have some remarkable footage from Africa, but also it doesn't pull its punches in Latin America, or indeed in the United States itself, where cobalt has been discovered and it's the indigenous peoples of some of the regions where cobalt, sorry, where lithium has been discovered, where the African versus Chinese scenario is being played out. So whether it's Bolivia or the western parts of the United States or Congo, the script is pretty similar, isn't it?Samuel George: Yeah, you certainly see themes in the film echoed repeatedly. You mentioned what was the Thacker Pass lithium mine that's being built in northern Nevada. So people say, look, we need lithium. The United States needs lithium. Here's the interesting thing about critical minerals. These are not rare earth minerals. They're actually not that rare. They're in a lot of places and it turns out there's a massive lithium deposit in Nevada. Unfortunately, it's right next to a Native American reservation. This is an area that this tribe has been kind of herded onto after years, centuries of oppression. But the way the documentary tries to investigate it, it is not a clear-cut story of good guy and bad guy, rather it's a very complicated situation, and in that specific case what you have is a tribe that's divided, because there's some people that say, look, this is our land, this is a sacred site, and this is going to be pollution, but then you have a whole other section of the tribe that says we are very poor and this is an opportunity for jobs such that we won't have to leave our area, that we can stay here and work. And these kind of entangled complications we see repeated over and over again. Cobalt is another great example. So there's some people out there that are saying, well, we can make a battery without cobalt. And that's not because they can make a better battery. It's because they want to avoid the Democratic Republic of the Congo. But that cobalt is providing a rare job opportunity. And we can debate the quality of the job, but for the people that are working it, as they say in my film, they say, look, if we could do something else, we would do it. But this is all there is. So if you deprive them of that, the situation gets even worse. And that something we see in Northern Chile. We see it in Nevada. We see in Africa. We see it in Indonesia. What the film does is it raises these moral questions that are incredibly important to talk about. And it sort of begs the question of, not only what's the answer, but who has the right to answer this? I mean, who has right to speak on behalf of the 10 communities that are being destroyed in Northern Chile?Andrew Keen: I have to admit, I thought you did a very good job in the film giving everybody a voice, but my sympathy when it came to the Nevada case was with the younger people who wanted to bring wealth and development into the community rather than some of the more elderly members who were somehow anti-development, anti-investment, anti mining in every sense. I don't see how that benefits, but certainly not their children or the children of their children.Samuel George: I guess the fundamental question there is how bad is that mine going to be for the local environment? And I think that's something that remains to be seen. And one of the major challenges with this broader idea of are we going to greener by transitioning to EVs? And please understand I don't have an opinion of that. I do think anywhere you're doing mining, you're going to have immediate consequences. The transition would have to get big enough that the external the externalities, the positive benefits outweigh that kind of local negativity. And we could get there, but it's also very difficult to imagine massive mining projects anywhere in the world that don't impact the local population. And again, when we pick up our iPhone or when we get in our electric vehicle, we're not necessarily thinking of those 10 villages in the Atacama Desert in Chile.Andrew Keen: Yeah, and I've been up to the Atacama's, perhaps the most beautiful part in the world I've ever seen. It's nice. I saw the tourist side of it, so I didn't see the mining. But I take your point. There is one, perhaps, the most positive section of the film. You went to France. I think it was Calais, you took your camera. And it seems as if the French are pioneering a more innovative development of batteries which benefit the local community but also protect them environmentally. What did you see in northern France?Samuel George: Point, and that gets back to this extractive cycle that we've seen before. Okay, so northern France, this is a story a lot of us will know well because it's similar to what we've see in the Rust Belt in the United States. This is an industrial zone, historically, that faced significant deindustrialization in recent decades and now has massive problems with unemployment and lack of job opportunities, as one of the guys says in the film. Nothing's open here anymore except for that cafe over there and that's just because it has gambling guy. I couldn't have said it any better. This EV transition is offering an opportunity to bring back industrial jobs to whether it's Northern France or the United States of America. So that is an opportunity for people to have these more advanced battery-oriented jobs. So that could be building the battery itself. That could be an auto manufacturing plant where you're making EV electric vehicles. So there is job creation that's happening. And that's further along the development stage and kind of higher level jobs. And we meet students in France that are saying, look, this is an opportunity for a career. We see a long-term opportunity for work here. So we're really studying batteries and that's for university students. That's for people maybe 10, 15 years older to kind of go back to school and learn some skills related to batteries. So there is job creation to that. And you might, you may be getting ready to get to this, but where the real silver lining I think comes after that, where we go back to Georgia in the United States and visit a battery recycling plant.Andrew Keen: Right, yeah, those two sections in the movie kind of go together in a sense.Samuel George: Right, they do. And that is, I think, the silver lining here is that these batteries that we use in all of these appliances and devices and gadgets can be recycled in such a way that the cobalt, the lithium, the nickel can be extracted. And it itself hasn't degraded. It's sort of funny for us to think about, because we buy a phone. And three years later, the battery is half as good as it used to be and we figure well, materials in it must be degrading. They're not. The battery is degrading, the materials are fine. So then the idea is if we can get enough of this in the United States, if we can get old phones and old car batteries and old laptops that we can pull those minerals out, maybe we can have a closed loop, which is sort of a way of saying we won't need those mines anymore. We won't have to dig it up. We don't need to compete with China for access to from Bolivia or Chile because we'll have that lithium here. And yes, that's a silver lining, but there's challenges there. The two key challenges your viewers should be aware of is one, it's all about costs and they've proven that they can recycle these materials, but can they do it in a way that's cheaper than importing new lithium? And that's what these different companies are racing to find a way to say, look, we can do this at a way that's cost effective. Then even if you get through that challenge, a second one is just to have the sheer amount of the materials to close that loop, to have enough in the United States already, they estimate we're decades away from that. So those are the two key challenges to the silver lining of recycling, but it is possible. It can be done and they're doing it.Andrew Keen: We haven't talked about the T word, Sam. It's on everyone's lips these days, tariffs. How does this play out? I mean, especially given this growing explicit, aggressive trade war between the United States and China, particularly when it comes to production of iPhones and other battery-driven products. Right. Is tariffs, I mean, you film this really before Trump 2-0, in which tariffs were less central, but is tariffs going to change everything?Samuel George: I mean, this is just like so many other things, an incredibly globalized ecosystem and tariffs. And who even knows by the time this comes out, whatever we think we understand about the new tariff scenario could be completely outdated.Andrew Keen: Guaranteed. I mean, we are talking on Wednesday, April the 9th. This will go out in a few days time. But no doubt by that time, tariffs will have changed dramatically. They already have as we speak.Samuel George: Here's the bottom line, and this is part of the reason the story is so important and so timely, and we haven't even talked about this yet, but it's so critical. Okay, just like oil, you can't just dig oil out of the ground and put it in the car. It's got to be refined. Lithium, nickel, cobalt, it's got be refined as well. And the overwhelming majority of that refining occurs in China. So even your success story like France, where they're building batteries, they still need to import the refined critical minerals from China. So that is a massive vulnerability. And that's part of where this real fear that you see in Washington or Brussels is coming from. You know, and they got their first little taste of it during the COVID supply chain meltdown, but say in the event where China decided that they weren't gonna export any more of this refined material it would be disastrous for people relying on lithium devices, which by the way, is also the military. Increasingly, the military is using lithium battery powered devices. So that's why there's this urgency that we need to get this on shore. We need to this supply chain here. The problem is that's not happening yet. And okay, so you can slap these tariffs on and that's going to make this stuff much more expensive, but that's not going to automatically create a critical mineral refining capacity in the United States of America. So that needs to be built. So you can understand the desire to get this back here. And by the way, the only reason we're not all driving Chinese made electric vehicles is because of tariffs. The Chinese have really, really caught up in terms of high quality electric vehicles at excellent prices. Now, the prices were always good. What's surprising people recently is the quality is there, but they've basically been tariffed out of the United States. And actually the Biden administration was in part behind that. And it was sort of this tension because on the one hand, they were saying, we want a green revolution, we want to green revolution. But on the other hand, they were seeing these quality Chinese electric vehicles. We're not gonna let you bring them in. But yeah, so I mean, I think the ultimate goal, you can understand why a country that's convinced that it's in a long term competition with China would say we can't rely on Chinese refined materials. Slapping a tariff on it isn't any sort of comprehensive strategy and to me it almost seems like you're putting the horse before the cart because we're not really in a place yet where we can say we no longer need China to power our iPhone.Andrew Keen: And one of the nice things about your movie is it features miners, ordinary people living on the land whose lives are dramatically impacted by this. So one would imagine that some of the people you interviewed in Bolivia or Atacama or in Africa or even in Georgia and certainly in Nevada, they're going to be dramatically impacted by the tariffs. These are not just abstract ideas that have a real impact on people's lives.Samuel George: Absolutely. I mean, for decades now, we've built an economic system that's based on globalization. And it's certainly true that that's cost a lot of jobs in the United States. It's also true that there's a lot jobs and companies that have been built around global trade. And this is one of them. And you're talking about significant disruption if your global supply chains, as we've seen before, again, in the COVID crisis when the supply chains fall apart or when the margins, which are already pretty slim to begin with, start to degrade, yeah, it's a major problem.Andrew Keen: Poorly paid in the first place, so...Samuel George: For the most part, yeah.Andrew Keen: Well, we're not talking about dinging Elon Musk. Tell us a little bit, Sam, about how you made this movie. You are a defiantly independent filmmaker, one of the more impressive that I know. You literally carry two large cameras around the world. You don't have a team, you don't have an audio guy, you don't ever sound guy. You do it all on your own. It's quite impressive. Been you shlep these cameras to Latin America, to Southeast Asia, obviously all around America. You commissioned work in Africa. How did you make this film? It's quite an impressive endeavor.Samuel George: Well, first of all, I really appreciate your kind words, but I can't completely accept this idea that I do it all alone. You know, I'm speaking to you now from the Bertelsmann Foundation. I'm the director of Bertelsman Foundation documentaries. And we've just had this fantastic support here and this idea that we can go to the front line and get these stories. And I would encourage people to check out Bertelsmen Foundation documentation.Andrew Keen: And we should have a special shout out to your boss, my friend, Irene Brahm, who runs the BuzzFeed Foundation of North America, who's been right from the beginning, a champion of video making.Samuel George: Oh, absolutely. I mean, Irene Brahm has been a visionary in terms of, you know, something I think that we align on is you take these incredibly interesting issues and somehow analysts manage to make them extraordinarily boring. And Irene had this vision that maybe it doesn't have to be that way.Andrew Keen: She's blushing now as she's watching this, but I don't mean to make you blush, Sam, but these are pretty independent movies. You went around the world, you've done it before, you did it in the Serbian movie too. You're carrying these cameras around, you're doing all your own work, it's quite an achievement.Samuel George: Well, again, I'm very, very thankful for the Bertelsmann Foundation. I think a lot of times, sometimes people, when they hear a foundation or something is behind something, they assume that somebody's got an ax to grind, and that's really not the case here. The Bertelsman Foundation is very supportive of just investigating these key issues, and let's have an honest conversation about it. And maybe it's a cop-out, but in my work, I often don't try to provide a solution.Andrew Keen: Have you had, when we did our event in D.C., you had a woman, a Chinese-born woman who's an expert on this. I don't think she's particularly welcome back on the mainland now. Has there been a Chinese response? Because I would say it's an anti-Chinese movie, but it's not particularly sympathetic or friendly towards China.Samuel George: And I can answer that question because it was the exact same issue we ran into when we filmed Tinder Box Belt and Road, which was again about Chinese investment in the Balkans. And your answer is has there been a Chinese reaction and no sort of official reaction. We always have people sort of from the embassy or various affiliated organizations that like to come to the events when we screen it. And they're very welcome to. But here's a point that I want to get across. Chinese officials and people related to China on these issues are generally uniformly unwilling to participate. And I think that's a poor decision on their part because I think there's a lot they could say to defend themselves. They could say, hey, you guys do this too. They could say, we're providing infrastructure to critical parts of the world. They could said, hey we're way ahead of you guys, but it's not because we did anything wrong. We just saw this was important before you did and built the network. There are many ways they could defend themselves. But rather than do that, they're extremely tight-lipped about what they're doing. And that can, if you're not, and we try our best, you know, we have certain experts from China that when they'll talk, we'll interview them. But that kind of tight-lip approach almost makes it seem like something even more suspicious is happening. Cause you just have to guess what the mindset must be cause they won't explain themselves. And I think Chinese representatives could do far more and it's not just about you know my documentary I understand they have bigger fish to fry but I feel like they fry the fish the same way when they're dealing with bigger entities I think it's to their detriment that they're not more open in engaging a global conversation because look China is gonna be an incredibly impactful part of world dynamics moving forward and they need to be, they need to engage on what they're doing. I think, and I do think they have a story they can tell to defend themselves, and it's unfortunate that they very much don't do it.Andrew Keen: In our DC event, you also had a woman who'd worked within the Biden administration. Has there been a big shift between Biden policy on recycling, recyclable energy and Trump 2.0? It's still the early days of the new administration.Samuel George: Right. And we're trying to get a grip on that of what the difference is going to be. I can tell you this, the Biden approach was very much the historic approach of the United States of America, which is to try to go to a country like Congo and say, look, we're not going to give you money without transparency. We're not gonna give you this big, you know, beautiful deal. We're going to the cheapest to build this or the cheapest build that. But what we can compete with you is on quality and sustainability and improved work conditions. This used to be the United States pitch. And as we've seen in places like Serbia, that's not always the greatest pitch in the world. Oftentimes these countries are more interested in the money without questions being asked. But the United states under the Biden administration tried to compete on quality. Now we will have to see if that continues with the Trump administration, if that continuous to be their pitch. What we've see in the early days is this sort of hardball tactic. I mean, what else can you refer to what's happening with Ukraine, where they say, look, if you want continued military support, we want those minerals. And other countries say, well, maybe that could work for us too. I mean that's sort of, as I understand it, the DRC, which is under, you know, there's new competition there for power that the existing government is saying, hey, United States, if you could please help us, we'll be sure to give you this heaping of minerals. We can say this, the new administration does seem to be taking the need for critical minerals seriously, which I think was an open question because we see so much of the kind of green environmentalism being rolled back. It does still seem to be a priority with the new administration and there does seem to be clarity that the United States is going to have to improve its position regarding these minerals.Andrew Keen: Yeah, I'm guessing Elon Musk sees this as well as anyone, and I'm sure he's quite influential. Finally, Sam, in contrast with a book, which gets distributed and put in bookstores, doing a movie is much more challenging. What's the goal with the movie? You've done a number of launches around the world, screenings in Berlin, Munich, London, Washington D.C. you did run in San Francisco last week. What's the business model, so to speak here? Are you trying to get distribution or do you wanna work with schools or other authorities to show the film?Samuel George: Right, I mean, I appreciate that question. The business model is simple. We just want you to watch. You know, our content is always free. Our films are always free, you can go to bfnadox.org for our catalog. This film is not online yet. You don't need a password, you don't a username, you can just watch our movies, that's what we want. And of course, we're always on the lookout for increased opportunities to spread these. And so we worked on a number of films. We've got PBS to syndicate them nationally. We got one you can check your local listings about a four-month steel workers strike in western Pennsylvania. It's called Local 1196. That just started its national syndication on PBS. So check out for that one. But look, our goal is for folks to watch these. We're looking for the most exposure as we can and we're giving it away for free.Andrew Keen: Just to repeat, if people are interested, that's bfna.docs.org to find more movies. And finally, Sam, for people who are interested perhaps in doing a showing of the film, I know you've worked with a number of universities and interest groups. What would be the best way to approach you.Samuel George: Well, like you say, we're a small team here. You can always feel free to reach out to me. And I don't know if I should pitch my email.Andrew Keen: Yeah, picture email. Give it out. The Chinese will be getting it too. You'll be getting lots of invitations from China probably to show the film.Samuel George: We'd love to come talk about it. That's all we want to do. And we try, but we'd love to talk about it. I think it's fundamental to have that conversation. So the email is just Samuel.George, just as you see it written there, at BFN as in boy, F as in Frank, N as in Nancy, A. Let's make it clearer - Samuel.George@bfna.org. We work with all sorts of organizations on screenings.Andrew Keen: And what about the aspiring filmmakers, as you're the head of documentaries there? Do you work with aspiring documentary filmmakers?Samuel George: Yes, yes, we do often on projects. So if I'm working on a project. So you mentioned that I work by myself, and that is how I learned this industry, you know, is doing it by myself. But increasingly, we're bringing in other skilled people on projects that we're working on. So we don't necessarily outsource entire projects. But we're always looking for opportunities to collaborate. We're looking to bring in talent. And we're looking to make the best products we can on issues that we think are fundamental importance to the Atlantic community. So we love being in touch with filmmakers. We have internship programs. We're open for nonprofit business, I guess you could say.Andrew Keen: Well, that's good stuff. The new movie is called Lithium Rising, The Race for Critical Minerals. I moderated a panel after the North American premiere at the end of February. It's a really interesting, beautifully made film, very compelling. It is only 60 minutes. I strongly advise anyone who has the opportunity to watch it and to contact Sam if they want to put it on their school, a university or other institution. Congratulations Sam on the movie. What's the next project?Samuel George: Next project, we've started working on a project about Southern Louisiana. And in there, we're really looking at the impact of land loss on the bayous and the local shrimpers and crabbers and Cajun community, as well as of course This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit keenon.substack.com/subscribe

While other regions scramble for critical minerals, Quebec launched its strategy in 2020—years ahead of competitors. In this exclusive Stocks to Watch interview, Patrice Roy, Quebec's Director of Geological Information at the Ministry of Natural Resources and Forests, shares why the province beat the entire continent to launching North America's first critical minerals plan. Patrice discusses how Quebec's resource sector is preparing for potential trade policy shifts under US President Trump while developing strategic partnerships across Europe and Asia that most investors haven't noticed. As global demand for EV battery materials intensifies, discover which minerals Quebec has prioritized and how the government is using tax credits, certification schemes, and renewable energy advantages to attract international developers. Furthermore, she also shares her perspective on Quebec's approach to sustainable mining, social acceptability challenges, and the infrastructure developments making the province "one of the most attractive ecosystems for mining exploration in the world."Learn more about the initiatives of the Ministry of Natural Resources and Forests: https://mrnf.gouv.qc.ca/en/Watch the full YouTube interview here: https://youtu.be/Hsv_gi9gL1kAnd follow us to stay updated: https://www.youtube.com/@GlobalOneMedia?sub_confirmation=1

Critical minerals have hit the headlines of almost every news outlet this week as US President Donald Trump made his desires to mine them in Ukraine clear. These precious resources are a hot geopolitical bargaining chip thanks to our reliance on them in everything from mobile phones to wind turbines. This week, Inside Science unearths everything you need to know about critical minerals; what they are, why they're critical, and what we do when there's no more left to mine. Also this week, we come to the end of a laborious seven-year journey of collecting and identifying Scotland's most valued Jurassic fossil. And Nature journalist Lizzie Gibney brings us her pick of the week's science news, including moon landers and woolly mice. Presenter: Marnie Chesterton Producers: Sophie Ormiston, Gerry Holt, Ella Hubber Editor: Martin Smith Production Co-ordinator: Jana Bennett-Holesworth To discover more fascinating science content, head to bbc.co.uk search for BBC Inside Science and follow the links to The Open University.

Chris Temple, Editor and Publisher of the National Investor, joins us to delve into the renewed interest in base metals, gold, uranium, and other critical minerals and the implications and potential benefits to the US as a mining jurisdiction on the back of the new executive order from Trump issued on March 20th titled “Immediate Measures to Increase American Mineral Production.”   This executive order will utilize the Defense Production Act (DPA) to focus on sourcing more domestically mined, processed, or refined critical minerals and strategic mineral as a matter of national security.  There appears to be a joint effort between the U.S. International Development Finance Corporation and the Department of Defense to provide investment support, loans, and possibly grant for mining projects.  There is also an expedited priority on reviewing the permitting on projects seeking development from usual base metals like nickel aluminum and copper, but also includes rare earths, gold, and uranium.   Chris outlines what impact these initiatives may have on permitting timelines and regulations around developing new mines, as well as how this could affect opening up more funds, loans, and grants to bring in the necessary capital for moving these projects forward.  However, while there are many positives, Chris points to how many hurtles are still in place at various levels of government and from legal actions from NGOs; in addition to how much more real work is needed to earnestly impact the extractive industries in the United States.  We also layer on how this executive order squares with other policy initiatives like tariffs on many metals and countries, and a reduction in government workers and cost cutting measures.   This leads into a nuanced discussion of the spotlight and investor interest back on many of the large advanced projects that have been stalled for decades like Northern Dynasty's Pebble, Trilogy's Rambler road access to the Upper Kobuk mineral project, Rio Tinto's Resolution Mine in Arizona, and the Teck-Glencore JV at NorthMet in Minnesota.  Chris reminds listeners that with all those projects, if they do ever get approved, they would still be many years from producing more of these critical minerals.    He also highlights examples of how the government and manufacturers have a poor track record of acting in on these kinds of initiatives in a timely manner. Chris points to the disconnect in the long permitting process where the Bureau of Land Management (BLM) finally approved Lithium Americas Thacker Pass Lithium Project, and then automotive giant General Motors announced it would invest $650M in the mine project, giving GM exclusive access to the first phase of production.  When everything did finally start lining up for project development, the lithium prices which had been high for years reversed course and cratered in price, with an oversupply of lithium flooding the market and expectations being lowered for EV adoption rates and future demand.   We wrap up with Chris sharing why his top 3 commodities areas for this year are still gold, uranium, and traditional energy with oil and gas companies.   He is encouraged by the record all-time high prices in gold during the first quarter of 2025, but feels the biggest opportunity for resource investors at present is in the deeply discounted uranium equities, which he stated “are a gift at these levels.”   Click here to follow along with Chris at the National Investor website.

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We are fighting for our right to live. To exist. To buy products for higher prices than we could have bought them. And should we win the day, the Second of April will no longer be known as an American holiday, but as the day the United States declared in one voice: "We will not go quietly into the night!" We will not vanish without a fight! We're going to live on! We're going to survive! We are going to conquer Greenland! Today, we celebrate our Liberation Day!--Timestamps:(00:00) - Introduction (02:54) - Trade Policies and Tariffs (05:56) - Impact of Tariffs on Businesses(16:01) - Congressional Role in Tariff Decisions(21:53) - Sanctions vs. Tariffs(28:07) - Shifting Financial Sanctions and Tariffs(29:32) - US-Venezuela Relations: Regime Change and Mixed Signals(31:22) - Trump's Foreign Policy Goals with Russia(32:30) - Impact of Sanctions on US Domestic Politics(37:59) - USMCA Renegotiation and Tariff Strategies(42:44) - Nearshoring Challenges and Critical Minerals(47:33) - Currency Adjustments and Global Trade Dynamics(52:04) - UK's Trade and Foreign Policy Post-Brexit--Referenced in the Show:Link to Rachel's Substack: https://rziemba.substack.com/Link to Peterson report mentioned in podcast: https://www.piie.com/commentary/testimonies/evidence-costs-and-benefits-economic-sanctions--Jacob Shapiro Site: jacobshapiro.comJacob Twitter: x.com/JacobShapCI Site: cognitive.investmentsSubscribe to the Newsletter: bit.ly/weekly-sitrep--The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com --Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today's volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world.Cognitive Investments is an investment advisory firm, founded in 2019 that provides clients with a nuanced array of financial planning, investment advisory and wealth management services. We aim to grow both our clients' material wealth (i.e. their existing financial assets) and their human wealth (i.e. their ability to make good strategic decisions for their business, family, and career).--This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

Europe's race to secure critical minerals and break its dependence on China has put the spotlight on Greece after the bloc announced a list of strategic projects that include a Greek aluminum plant that will soon extract gallium - a critical metal used in everything from advanced semiconductors to military radar systems. Alexandra Voudouri, Kathimerini's Brussels correspondent, joins Thanos Davelis as we break down how Greece can play a crucial role in this race for critical minerals.You can read the articles we discuss on our podcast here:Europe races to secure critical minerals as global supply tensions mountCommission selects 47 Strategic Projects to secure and diversify access to raw materials in the EUGreece and US officials discuss Chevron's interest in offshore hydrocarbon exploration blocksErdogan brings Greece and Israel closer

Sudbury Mayor Paul Lefebvre joins The Agenda to talk about his city's unique position to help protect Canada against U.S. President Donald Trump's trade war. Mayor Lefebvre is in studio to discuss critical minerals, tariffs, Canada's defence expenditure and more.See omnystudio.com/listener for privacy information.

President Donald Trump recently signed an executive order that aims to rapidly expand US critical mineral production. POLITICO's James Bikales breaks down the details of the order, along with the reaction and potential impact. Plus, the Trump administration moves to approve the use of public lands for potential carbon sequestration and alert companies to a possible “presidential exemption” from air rules.  James Bikales is a reporter for POLITICO.  Nirmal Mulaikal is the co-host and producer of POLITICO Energy.  Alex Keeney is a senior audio producer at POLITICO. Annie Rees is the managing producer for audio at POLITICO. Gloria Gonzalez is the deputy energy editor for POLITICO.  Matt Daily is the energy editor for POLITICO. For more news on energy and the environment, subscribe to Power Switch, our free evening newsletter: https://www.politico.com/power-switch And for even deeper coverage and analysis, read our Morning Energy newsletter by subscribing to POLITICO Pro: https://subscriber.politicopro.com/newsletter-archive/morning-energy Learn more about your ad choices. Visit megaphone.fm/adchoices

The startup uses AI to quickly search for minerals over wide areas, identifying promising potential deposits for exploration. Learn more about your ad choices. Visit podcastchoices.com/adchoices

नमस्ते दोस्तों। इस हफ़्ते पुलियाबाज़ी पर चर्चा Critical Minerals याने कि महत्वपूर्ण खनिजों के बारे में। प्रेसिडेंट ट्रम्प और यूक्रेन के प्रेसिडेंट ज़ेलेन्स्की की मीटिंग के बाद ये मुद्दा चर्चा में है। कई लोग इन खनिजों की तुलना तेल से कर रहे हैं, पर क्या ये तुलना सही है? ये सवाल महत्वपूर्ण इसलिए है क्योंकि इसी धारणा के ऊपर अगले कुछ दिनों में अंतरराष्ट्रीय राजनीति होती नज़र आएगी। तो आइये, इस पुलियाबाज़ी पर जुड़िए हमारे साथ और जानिए कि ये खनिज कैसे आज की जियोपॉलिटिक्स को बदल रहे हैं।We discuss:* What are the critical minerals?* The risk of supply disruption* China is the processing giant* Geopolitics of critical minerals* Critical minerals are not the same as Oil* Substitution strategies for critical minerals* What did Japan do after China blocked its supply?* Minerals security partnership* How can states avoid the Resource Curse?* China's export controlsAlso, please note that Puliyabaazi is now available on Youtube with video.Read more:[Article] How Critical are Critical Minerals? By Pranay Kotasthane[Paper] Critical Minerals and Great Power Competition: An OverviewRelated Puliyabaazi:चीन ने कैसे खेला इनोवेशन का खेल? How did China innovate?हीरो नं ३: लिथियम । All About Li-Ion Batteries Ft. Apoorv Shaligram, Co-founder & CEO, e-TRNL EnergyIf you have any questions for the guest or feedback for us, please comment here or write to us at puliyabaazi@gmail.com. If you like our work, please subscribe and share this Puliyabaazi with your friends, family and colleagues.Website: https://puliyabaazi.inHosts: @saurabhchandra @pranaykotas @thescribblebeeTwitter: @puliyabaaziInstagram: https://www.instagram.com/puliyabaazi/Subscribe & listen to the podcast on iTunes, Google Podcasts, Castbox, AudioBoom, YouTube, Spotify or any other podcast app. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.puliyabaazi.in

As China restricts bismuth exports, prices have skyrocketed from $6 to over $37 per pound, creating new opportunities for North American suppliers.In this interview, Fortune Minerals (TSX: FT | OTCQB: FTMDF) President & CEO Robin E. Goad discusses the company's strategic position of controlling 12% of global bismuth reserves. Beyond bismuth, Fortune Minerals' NICO project in Canada's Northwest Territories contains multi-million ounces of gold, cobalt, and copper, providing stability against commodity price fluctuations. He also talks about the company's collaboration with Rio Tinto, a grant from the US Department of Defense, and why they're approaching a critical construction decision milestone. Watch the full video to discover how Fortune Minerals has positioned itself at the intersection of critical minerals, clean energy transition, and national security.Learn more about Fortune Minerals and its projects: https://fortuneminerals.com/Watch the full YouTube interview here: https://youtu.be/4wkL3N6WZpUAnd follow us to stay updated: https://www.youtube.com/@GlobalOneMedia?sub_confirmation=1

Critical minerals are having a bipartisan moment in Washington right now, leading to cautious optimism that Republicans and Democrats can push through legislation to reduce U.S. reliance on China for the raw materials. POLITICO's James Bikales breaks down why there's momentum and what tangible progress could be made. Plus, two top EPA nominees advanced out of committee on Thursday on party-line votes, putting the people who will be key to President Donald Trump's effort to unwind climate regulations closer to confirmation. James Bikales is a reporter for POLITICO.  Nirmal Mulaikal is the co-host and producer of POLITICO Energy.  Annie Rees is the managing producer for audio at POLITICO. Gloria Gonzalez is the deputy energy editor for POLITICO.  Matt Daily is the energy editor for POLITICO. For more news on energy and the environment, subscribe to Power Switch, our free evening newsletter: https://www.politico.com/power-switch And for even deeper coverage and analysis, read our Morning Energy newsletter by subscribing to POLITICO Pro: https://subscriber.politicopro.com/newsletter-archive/morning-energy Learn more about your ad choices. Visit megaphone.fm/adchoices

In recent years, the relationship between Chinese mining companies and local communities in many African countries has been very contentious over allegations of environmental damage, a lack of transparency, and tensions with local civil society groups. In Zimbabwe, a new initiative—the China-Africa Dialogue on Green Minerals for Responsible Investment (CADRI)—is taking a different approach. Rather than relying on confrontation, CADRI brings together civil society organizations, policymakers, and Chinese companies to push for greater accountability, transparency, and sustainable mining practices. This week, CGSP Africa Editor Géraud Neema speaks with Obert Bore, business and human rights program lead at the Zimbabwe Environmental Law Association (ZELA), to discuss why this initiative appears to be working and what other African countries can learn from Zimbabwe's experience. JOIN THE DISCUSSION: X: @ChinaGSProject | @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  

U.S. and European leaders often talk about the importance of building China-free supply chains for transition minerals and other critical resources. While, for a lot of people, that may resonate among their constituents at home, the reality is that it's not even remotely possible — at least for the foreseeable future. China has spent the better part of two decades building an insurmountable lead in financing, extracting, and processing these resources. Using a combination of state-backed companies and foreign financial institutions, the Chinese are the pacesetters in this industry, with their rivals left far behind. A first-of-its-kind report from the development research lab AidData at William & Mary College in the United States reveals the stunning breadth of China's global mining strategy that spans 19 countries around the world. Two of the report's authors, Brooke Escobar and Katherine Walsh, both from AidData's Chinese Development Finance Program, join Eric & Cobus to explain why China is now so far ahead of its competitors in this critical competition. SHOW NOTES: AidData: Power Playbook: Beijing's Bid to Secure Overseas Transition Minerals 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  

The U.S. and Ukraine have agreed on the terms of a draft minerals deal.House Republicans advance a plan for President Donald Trump's legislative agenda.USA TODAY National Correspondent Trevor Hughes discusses how expanded ICE raids are causing problems for some schools.A federal judge blocks President Donald Trump's refugee program suspension.Democratic senators met to discuss the consequences of Trump's efforts to eliminate the Consumer Financial Protection Bureau.USA TODAY Editor Karen Weintraub explains how a measles outbreak is spreading in rural parts of Texas.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

CSIS's Gracelin Baskaran, Director of the Critical Minerals and Security Program, joins the podcast to break down the recent U.S.-Ukraine minerals deal and its implications for global resource security. They discuss why Ukraine agreed to the deal without security guarantees, the risks this poses for private investment, and the broader geopolitical stakes. Baskaran also draws comparisons to China's mineral deals in the Democratic Republic of Congo and highlights the urgency of securing U.S. supply chains. Plus, a look at her upcoming book, Critical Minerals in the Future of the U.S. Economy, and what it means for national security. Background Reading: https://www.csis.org/analysis/critical-minerals-and-future-us-economy