Podcasts about critical minerals

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.  

Listen to the top News of 02/07/2025 from Australia in Hindi.

آسٹریلوی وزیر خارجہ پینی وونگ نے کہا ہے کہ واشنگٹن ڈی سی میں "کواڈ" ممالک کے اجلاس میں کئی ٹھوس نتائج حاصل ہوئے ہیں، جن میں ایک نیا اقدام "اہم معدنیات" (Critical Minerals) سے متعلق ہے۔

The UK Investor Magazine was delighted to welcome Christian Marston, COO of Altilium, to delve into the UK clean tech's specialist EV recycling process and the opportunity for investors.Explore Altilium on Republic here.Altilium is a UK clean technology company that recycles old EV batteries into sustainable battery materials, supporting Britain's transition to net-zero emissions. The firm aims to create a circular economy by recovering critical minerals like lithium, nickel, and graphite from waste streams rather than mining new resources.Having won investment from SQM, the world's largest lithium producer, Altilium is gaining the attention of industry leaders and is preparing for the next phase of its journey.Their EcoCathode™ ProcessAltilium's proprietary green recycling technology transforms used EV batteries and manufacturing waste into high-purity materials needed for new battery production. The process achieves 95% recovery of critical minerals, 99% recovery of graphite, and produces 24% lower emissions compared to conventional recycling methods.By 2040, the company projects that UK battery recycling could supply half the critical minerals needed for domestic EV production, reducing import dependence and strengthening energy security whilst decarbonising the automotive supply chain. Hosted on Acast. See acast.com/privacy for more information.

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.   

01 July 2025 - Opportunities Across Sectors: Cancer Treatment, Critical Minerals, Natural Gas, Materials - Live ASX Company Webinar

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

Paul Huet, CEO and Chairman of Americas Gold and Silver Corporation (TSX: USA) (NYSE American: USAS), joined me for a comprehensive overview of their producing Galena Complex, located in Idaho, USA; and the Cosalá Operations, located in Sinaloa, Mexico.  We got into their plans for growth in both areas operationally and through exploration, the ability to add in antimony, copper, and gold credits to their primary silver production, new investments in equipment at site, and new members of the management team and board.   News was announced on October 9th, (and closed in December) of 2024, that the Company acquired 100% ownership at the Galena Complex, in a transaction with Sprott and a new Paul Huet-led management team was put in place, further strengthening its position as a leading silver producer. Sprott is now the largest shareholder in the company, holding a ~20% interest.     We started off unpacking how this was a key transformation for the company giving it the full torque to higher silver prices, now that it has 100% ownership at Galena.  The company has many ongoing initiatives to ramp up production here investing in a fleet of new mobile equipment, an upcoming project to upgrade the hoist at the No. 3 shaft in Q4, the move to Long Hole Stoping as a mining method, the capacity at their 2 mill to accept larger amounts of throughput as mining expands, and the incorporation of new management and operational personnel.  On May 15th the Company also announced promising results from recent metallurgical testing, confirming high recoveries of antimony alongside strong silver and copper recoveries from ore currently being processed.  Until recently the company was not getting paid for antimony or copper, but that will be changing based on a new off-take agreement recently signed.   This transitioned the conversation over to the news out on June 3rd, which announced the arrangement of a US$100 million of senior secured debt facility to be provided by a third party to be used primarily to fund growth and development capital spending at the Galena Complex. The US$100 million Term Loan Facility consists of three tranches: a term loan with proceeds of US$50 million that will be advanced at closing, and two additional tranches of US$25 million.  In tandem with this news, Americas Gold and Silver also announced it had entered into an offtake agreement with Ocean Partners USA Inc. for treatment of up to 100% of the concentrates from the Company's Galena Complex at Teck Resources Limited's Trail Operations in Trail British Columbia, one of the world's largest fully-integrated zinc, lead and critical metals complexes. Paul outlined how this will allow the Company to both aggressively pursue their aforementioned capital development spending at the Galena Complex and further strengthen their balance sheet.   Next we shifted down to the Cosalá Operations in Mexico, with the operating San Rafael and El Cajon mines, which has been critical to getting the company through tougher markets over the years.   The Company is investing in exploration to extend the San Rafael mine, and importantly tunneling over into a new area of the El Cajon mine called the EC120 mine, which will now see increased silver production in the years to come. This brought up the point that this company is one of the few North American silver-focused producers with the objective of over 80% of its revenue generated from silver by the end of 2025.   We wrapped up reviewing a number of other key management and board members backgrounds, many of which having been part of the successful turn-around and expansion of Klondex Mines and Karora Resource before they were taken over by senior producers.  We also touched upon the new financial strength of their balance sheet, the influx of strong institutional support, and the key catalysts on tap for the balance of this year and moving into next year.   If you have any questions for Paul regarding Americas Gold and Silver, then please email those to me at Shad@kereport.com.   In full disclosure, Shad is a shareholder of Americas Gold and Silver at the time of this recording, and may choose to buy or sell shares at any time.   Click here to follow the latest news from Americas Gold and Silver

Central Asia's vast yet mostly untapped mineral wealth is garnering global attention at a moment of rising competition for critical minerals. The European Union and the United States are increasingly focusing on the raw materials of a region that has often been overlooked. Ellie Saklatvala, Senior Editor of Argus Non-Ferrous Markets, recently discussed the current state of mineral production in Central Asia with Cristina Belda, Argus' Associate Editor, and reporter Maeve Flaherty. They examined what the region needs to realise its full potential in the coming years and explored how these developments could alter the landscape of critical minerals. Covered this episode: • The mineral resources of Central Asian countries • Tajikistan's role as a supplier of antimony • Kazakhstan and the shifting trade flows of chrome metal • Challenges related to infrastructure, logistics, and geological data • The geopolitical dynamics of the region Speakers: • Ellie Saklatvala, Editorial Lead for non-ferrous metals at Argus • Cristina Belda, Associate Editor for metals at Argus • Maeve Flaherty, Reporter for metals at Argus

A new report identifies 4 critical minerals to be high-priority sectors under UFLPA. Listen for more on Two Minutes in Trade. 

The G7 summit in Alberta ended without a joint statement on the war in Ukraine, with a senior Canadian government source saying the U.S. resisted pointed language that it feared could jeopardize negotiations with Russia. Plus, in an exclusive interview with the NATO secretary general, Mark Rutte says the alliance 'simply cannot, going forward, defend ourselves' with two per cent of GDP defence spending. He says he's 'fairly confident' Canada and its allies can reach five per cent.

Bongani Bingwa speaks to Crystal Orderson about the potential in Africa’s economic growth opportunities in maximizing critical minerals. See omnystudio.com/listener for privacy information.

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

Interview with Michael Rowley, President & CEO of Stillwater Critical MineralsOur previous interview: https://www.cruxinvestor.com/posts/group-ten-metals-pge-pges-nickel-and-copper-time-to-reward-patient-investors-343Recording date: 5th June 2025Stillwater Critical Minerals has positioned itself as a leading domestic critical minerals investment opportunity, combining substantial polymetallic resources with strategic institutional backing and favorable policy tailwinds. The company's recent transformation from Group 10 Metals reflects management's conviction in their Montana asset, which sits within America's most established platinum group element mining district.The investment proposition centers on a significant resource base containing 1.6 billion pounds of nickel, copper, and cobalt alongside 3.8 million ounces of platinum group elements and gold. This polymetallic endowment addresses multiple critical mineral supply chains simultaneously, providing natural commodity diversification and reducing single-metal price risk. The resource represents a potential 10-20 year mine life operation with bulk tonnage scenarios exceeding $50 per ton gross value.Glencore's strategic 15.4% investment provides crucial institutional validation and operational expertise. The global commodity giant has made two separate investments and secured board representation, indicating serious commercial interest beyond passive investment. This partnership brings established market access, technical knowledge, and potential development capital to advance the project through feasibility studies.The project's location within Montana's Stillwater Complex offers significant operational advantages. Positioned within 500 meters of Sibanye-Stillwater's active East Boulder mine, the company can potentially leverage existing infrastructure, processing facilities, and skilled workforce. This proximity reduces development capital requirements and project execution risk compared to greenfield opportunities in remote locations.Management has assembled proven technical expertise through recruitment from Ivanhoe Mines, bringing direct experience developing complex polymetallic deposits. The team's geological model applies successful Bushveld Complex strategies to similar rock formations, reducing exploration risk and accelerating resource definition. Their reinterpretation of 40,000 meters of historical and recent drilling data has identified previously unrecognized economic potential within the lower Stillwater Complex.Federal policy alignment creates exceptional development opportunities. The project directly addresses U.S. critical mineral security objectives, with potential access to Defense Production Act funding and regulatory support. Montana's pro-mining jurisdiction and established permitting frameworks provide additional development advantages, while congressional support has been demonstrated through direct engagement with the state's delegation.The development timeline offers near-term catalysts for value recognition. Management expects to complete a Preliminary Economic Assessment by Q3 2026, following additional drilling and resource modeling work. This milestone will provide crucial economic validation and establish the foundation for advanced feasibility studies and potential strategic partnerships.Market dynamics strongly favor domestic critical mineral development. Supply chain vulnerabilities, energy transition demand, and strategic stockpiling trends create sustained growth drivers across Stillwater's commodity portfolio. The company's polymetallic approach provides exposure to multiple market segments while reducing dependence on individual commodity cycles. Strategic optionality enhances investment appeal through multiple potential development pathways. These include strategic partnerships with neighboring operators, infrastructure sharing agreements, independent development scenarios, or potential acquisition by major mining companies seeking domestic critical mineral exposure.With approximately $15 million invested against a current market capitalization of C$63 million, Stillwater represents compelling value creation potential. The combination of substantial resources, institutional backing, policy support, and proven management positions the company to capitalize on America's critical mineral security imperative while delivering significant investor returns through systematic project advancement and strategic value realization.View Stillwater Critical Minerals' company profile: https://www.cruxinvestor.com/companies/stillwater-critical-mineralsSign up for Crux Investor: https://cruxinvestor.com

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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

Decades ago, China foresaw what the U.S. didn't - a future dependent on critical minerals. Now, the U.S. is playing catch up as China's export controls threaten global supply chains. Join Laurie Chen, Ernest Scheyder and Jarrett Renshaw to hear the latest on critical minerals, particularly what China's dominance means for the modern world. Listen to part one here.  Sign up for the Reuters Econ World newsletter ⁠here⁠. Listen to the Reuters Econ World podcast ⁠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

With their past-producing IMA Tungsten Mine in Idaho, which has over 57,000 feet of historical drilling, American Tungsten (CSE: TUNG | OTCQB: DEMRF | FSE: RK9) is targeting production within 18 months of funding. With China's decision to restrict its tungsten exports this year, the need for a reliable U.S.-based supply has become increasingly urgent for American industries.At the Natural Resource Stocks Expo 2025 in Atlanta, Georgia, CEO Ali Haji explains how his company plans to emerge as a key domestic supplier of tungsten—a critical metal essential to defense, aerospace, and advanced manufacturing.For more information about American Tungsten, visit: https://americantungstencorp.com/Watch the full YouTube interview here: https://youtu.be/8e0iGCwKgsoAnd follow us to stay updated: https://www.youtube.com/@GlobalOneMedia?sub_confirmation=1

Global automakers have joined their U.S. counterparts to warn about the impact of China's restrictions on critical minerals. The U.S. tariff rate on most imported steel and aluminum has doubled, as President Donald Trump ratchets up a global trade war. Dutch far-right leader Geert Wilders is gambling that his hardline immigration stance will propel him to power in a snap election. And how Madrid's so-called "ghost towns" are being revitalized in an attempt to solve the Spanish capital's housing crisis. Recommended read: plastic that dissolves in seawater within hours Sign up for the Reuters Econ World newsletter ⁠⁠⁠here⁠⁠⁠. Listen to the Reuters Econ World podcast ⁠⁠⁠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

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  

In Zambia, efforts to clean up a massive acid spill from a Chinese-owned mine have been met with skepticism, despite government assurances. Officials claim restitution is underway and rehabilitation plans are in place, but activists question the fairness of compensation and lack of independent assessments.  Meantime, in the Democratic Republic of Congo, tensions are growing between major players in the cobalt and copper sectors. A public dispute between joint venture partners Ivanhoe and Zijin over mine damage revealed deep fractures, while an export ban on cobalt, aimed at stabilizing prices, has pitted Glencore against Chinese firm CMOC. JOIN THE DISCUSSION: X: @ChinaGSProject | @eric_olander | @obertbore | @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  

Send us a textIn this exclusive episode of The Family Office Club Podcast, top billion-dollar allocators share invaluable insights into their investment strategies and real-world experiences. Hosted by John Latter, founder of Fabridge Asset Management, the discussion features a panel of seasoned family office executives and investment firm leaders. These experts discuss a wide range of high-impact investment opportunities, including real estate, private equity, alternative assets, and emerging markets. Learn about their strategies for navigating current economic challenges, capitalizing on distressed assets, and making innovative investments in sectors like affordable housing, AI, critical minerals, and vertical farming. Additionally, panelists share valuable lessons learned from years of experience, focusing on due diligence, risk management, and long-term wealth creation. Whether you're an investor or a family office looking to expand your portfolio, this episode provides critical knowledge on high-net-worth investment strategies and success in today's evolving market.

In the final episode of our series, we've gather together a panel of experts who all have an interest in critical mineral mining.Demand for minerals like cobalt, lithium and copper is growing rapidly, as countries turn to green energy solutions. These minerals are used in EV batteries and wind turbines. So what does the future hold? How do countries approach China's dominance in both mining and processing, and what about the environmental and ethical concerns? Presenter: Sam Fenwick Producer: Lexy O'Connor(Photo: Off-shore wind turbines in Denmark, located on Middelgrunden a few kilometres outside Copenhagen. Credit: Getty Images)

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

Nadia Schadlow, National Security Visiting Fellow at the Hoover Institution and Senior Fellow at the Hudson Institute, and John Maslin, CEO and co-founder of Vulcan Elements, join host Jeanne Meserve to discuss the critical role of rare earth magnets, in everything from consumer electronics to advanced military systems like F-35s and submarines. The conversation covers how China's near-monopoly on rare earth processing and magnet manufacturing poses a significant national security and economic vulnerability for the United States, along with the urgent efforts to build a resilient, independent U.S. rare earth magnet supply chain.Join us for the AI+ Expo on June 2-4, 2025, at the Washington Convention Center, where we will be recording six live episodes of NatSec Tech! This premier gathering will be the ultimate meeting space for networking and building meaningful connections that will drive progress as we bring together the brightest minds in artificial intelligence, policy, and industry. Register today. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit scsp222.substack.com

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

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.