Podcasts about rare earths

Control of critical minerals is becoming a source of geopolitical tension. They are essential to modern technology and industries around the world, and China currently dominates the mining and processing industry.As demand grows, governments in the United States and elsewhere are looking at ways to reduce their reliance on Chinese supply chains. That means investing in new mines and processing facilities even though they are expensive and environmentally toxic. Ultimately, the US and EU have a goal of diversifying the control of these lucrative elements. This week on The Inquiry, Tanya Beckett explores whether the rest of the world can catch up with China in the race for rare earths.Contributors: Julie Michelle Klinger, Associate Professor of Environmental Studies at the University of Wisconsin-Madison, US Sophia Kalanzakos, global distinguished professor of environmental studies and public policy in the Sheikh Mohammed bin Zayan scholars programme at NYU Abu Dhabi, UAE Kalim Siddiqui, international economist, UK Dr Patrick Schröder, senior research fellow in the Environment and Society Centre at Chatham House, UKPresenter: Tanya Beckett Producer: Matt Toulson Researcher: Evie Yabsley Editor: Tom Bigwood Technical Producer: Richard Hannaford Production Management: Phoebe Lomas & Liam Morrey(Photo: Trucks transporting minded materials. Credit: Las Vegas Review-Journal/Getty Images)

Japan has identified a large rare earth deposit of its own, but it's not going to change global supply dynamics. Here's the situation...Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/46MOb8z

Rare earth elements (REEs), a group of 17 minerals, have become central to global industry and geopolitics. They power electric vehicle motors, wind turbines, semiconductors, consumer electronics and advanced defence systems. While moderately abundant, they are difficult and expensive to extract and process. China has built overwhelming dominance in this sector, controlling nearly 90% of global processing and about 70% of production, despite holding only around 30% of global reserves. In 2025, China imposed a series of export restrictions on these elements, disrupting supply chains worldwide. Since then, supply restrictions have eased since then. For India, the vulnerability was stark. Despite holding around 8% of global reserves, the country produces less than 1% of global output and imports to meet its requirements. In a bod to increase domestic capacity, the government launched the ₹34,300-crore National Critical Mineral Mission in January last year, and followed up in the Union Budget this year. In her Budget speech, Finance Minister Nirmala Sitharaman announced the government's plans to set up dedicated rare earth corridors in Odisha, Kerala, Andhra Pradesh and Tamil Nadu and manufacturing of Rare Earth Permanent Magnets. Can meaningfully reduce India's dependence on imports, strengthen strategic industries, and position the country as a serious player in global advanced-material supply chains? Guest: Shobhankita Reddy, Research analyst for the High Tech Geopolitics Programme, Takshashila Institute Host: Nivedita V Learn more about your ad choices. Visit megaphone.fm/adchoices

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James Chai, Visiting Fellow at ISEAS and former policy advisor to Malaysia's Ministry of Economy, joins Jeremy Au to unpack how Malaysia is repositioning itself in an era defined by AI, semiconductors, and geopolitical rivalry. They explore the country's shift from oil, gas, and plantations toward advanced manufacturing, examine how decades of semiconductor clustering built a quiet but durable export engine, and discuss why Malaysia is now doubling down on data centers and rare earths. The conversation covers US China competition over chip supply chains, the strategic importance of fabrication and GPU ecosystems, and how rare earth processing may represent the most underappreciated leverage point in the global tech stack. James also explains why execution, not ambition, will determine whether Malaysia can capture long term value from these emerging industries. 02:30 Malaysia balances growth with redistribution: The strategy is to raise high value industries like semiconductors and rare earths while lifting the bottom 40 percent through social protection. 05:42 Semiconductor strength came from decades of compounding: Intel and other multinationals anchored early manufacturing, and local engineers accumulated expertise that later spun into globally competitive firms. 10:18 Clusters beat subsidies alone: Tight networks of engineers, spin offs, and long term continuity allowed Malaysia's chip ecosystem to survive volatility and keep upgrading. 21:05 China uses constraint as strategy: By limiting access to high end Nvidia GPUs, Beijing forces domestic firms to innovate faster and close critical design gaps. 29:45 Chips are not oil: Frontier GPUs power model training, but most real world AI use relies on inference, meaning older chips retain value longer than markets assume. 37:22 Data centers create investment headlines but unclear spillovers: Billions flow into Malaysia, yet long term value depends on whether local firms capture supply chain and technology capabilities. 44:10 Rare earth processing is the real choke point: Deposits are global, but China controls the complex multi step processing chain, making chemistry and technology control more strategic than mining alone. Watch, listen or read the full insight at https://www.bravesea.com/blog/james-chai-rare-earth-power Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Bahasa Indonesia: Spotify | YouTube | Apple Podcasts Chinese: Spotify | YouTube | Apple Podcasts Vietnamese: Spotify | YouTube | Apple Podcasts #MalaysiaEconomy #Semiconductors #RareEarths #DataCenters #USChinaTech #Geopolitics #AIStrategy #SupplyChains #IndustrialPolicy #BRAVEpodcast

Chicago-based financial services company CME Group is reportedly working on a plan to launch the world's first rare earth futures contract. Can the U.S. reshape pricing power without controlling production? What countermove may Beijing take? Will China's dominance in price-setting be diluted? And are we expecting a bifurcated system in the global mineral sector? Host Tu Yun joins Professor Andy Mok of Beijing Foreign Studies University, who's also a Senior Research Fellow at the Center for China and Globalization, Professor Warwick Powell, Adjunct Professor, Queensland University of Technology, Australia, and John Gong, Professor of Economics, at the University of International Business and Economics to unpack the high-stakes battle over minerals, markets, and geopolitical leverage.

Rare earth minerals are a group of 17 chemically similar, heavy metals, that are used for many high-tech and sustainable energy applications.  Despite what their name would suggest, they are relatively abundant.  But refining the minerals from disperse ore deposits takes large amounts of energy and produces large quantities of sometimes hazardous waste.  Julie Klinger, Associate Professor of Environmental Studies at UW-Madison, joins the Thursday edition of the 8 O'Clock Buzz to talk about the present status of rare earth mineral mining, and the possibility of reclaiming the minerals from existing mine tailings in the U.S. Photo by USGS on Unsplash Did you enjoy this story? Your funding makes great, local journalism like this possible. Donate hereThe post Not-So-Rare Earth Minerals appeared first on WORT-FM 89.9.

PREVIEW FOR LATER TODAYHEADLINE: Breaking US Dependency on Chinese Rare Earths25 WORD SUMMARY: Victoria Coates discusses the strategic shift from the Biden administration's climate focus to a new effort to stockpile rare earth minerals and reduce reliance on China.GUEST: Victoria Coates, The Heritage Foundation1945 SHANGHAI CELEBRATING JAPAN SURRENDER

2026 "Predictions": AI Spend, Prediction Markets, Speculation, ETF Flood, Gold, Analysts, and the USDJosh Sheluk and Colin White (Verecan Capital Management) deliver a tongue-in-cheek style 2026 predictions episode, repeatedly stressing the forecasts are not investable. They expect more clarity on whether the hundreds of billions spent building AI infrastructure will pay off, with Colin suggesting over 50% of early AI investment may “disappear” within 18 months as hype fades. They predict prediction markets (Polymarket, Kalshi) will surge, debate whether regulation will quickly constrain them, and highlight how easily bets can be manipulated. They predict speculative assets - unprofitable/no-revenue companies, AI/quantum themes, crypto, meme/alt coins - will be punished as risk appetite shifts. Josh predicts 2026 will set a record for new ETF launches (citing 300+ launched in Canada in 2025) and criticizes the growth of low-quality and leveraged/inverse products. Over a 10-year horizon, Josh predicts infotech and the S&P 500 won't be the top performers, citing infotech's large S&P weight and the U.S.'s large share of global market cap. Josh says gold is essentially unpriceable and unpredictable; Colin predicts gold won't match its 2025 performance. Josh predicts sell-side S&P 500 targets clustered around ~8–10% will be wrong again and argues herding explains the forecasts. They also discuss the U.S. dollar potentially staying weak amid uncertainty, mean reversion, and a likely 2026 debate over Federal Reserve independence and leadership changes. The episode closes with a call for audience predictions, a note on advisor compensation transparency, contact details, and standard disclaimers.Click here to view the episode transcript. 00:00 Introduction to Barenaked Money00:55 Predictions for 2026: AI Capital Expenditures05:40 The Rise of Prediction Markets13:20 Speculative Investments in 202616:58 The ETF Explosion20:02 Long-Term Predictions20:11 Sector Predictions for 202620:48 The Dominance of Infotech23:53 Rare Earths and Commodities24:37 Gold Predictions and Market Psychology28:00 Analysts' Predictions and Market Trends31:08 The Future of the US Dollar37:26 Final Thoughts and Viewer Engagement37:57 Disclaimer and Closing Remarks

The Battleground With Chinaw/ Christian Briggs

The Trump administration has announced a plan to create a $12 billion stockpile of rare earths. The goal is to create a buffer against any supply disruptions, but this is just a band-aid.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4rALnTR

The Battleground With Chinaw/ Christian Briggs To support this ministry financially, visit: https://www.oneplace.com/donate/549/29?v=20251111

Interview with Rupert Verco, CEO & Managing Director of Cobra Resources PLCOur previous interview: https://www.cruxinvestor.com/posts/cobra-resources-lsecobr-maiden-resource-work-begins-with-2026-drill-campaign-8583Recording date: 4th February 2026Cobra Resources (LSE:COBR) is positioning itself at the forefront of Australia's critical minerals sector through a dual strategy: advancing two significant South Australian projects while actively influencing government policy on strategic reserves.The company's flagship Boland rare earths project utilizes in-situ recovery (ISR) technology to extract dysprosium and terbium, targeting production costs of $60/kg NdPr—half the $120/kg required by conventional mining operations. This cost advantage forms the basis of management's ambition to become "the Kazatomprom of rare earths," replicating the Kazakh uranium producer's dominance through lowest-cost ISR operations. The company has achieved significant technical milestones, including proven ISR processes, proprietary sulfuric acid production from waste materials, and 100% cerium suppression that enhances product value by increasing heavy rare earth ratios to 48%.Complementing the rare earths focus, Cobra's Manna Hill project offers substantial copper-molybdenum-gold-PGE potential. Historic drilling has returned exceptional results, including 4-8 meter intersections grading 2% molybdenum at the Blue Rose prospect. Current programs aim to demonstrate tier-one scale at shallow depths, with management targeting 50+ meter intersections exceeding 1% copper.Beyond project development, Managing Director Rupert Verco has played a key role through the Association of Mining and Exploration Companies (AMEC) in shaping Australia's Critical Minerals Strategic Reserve. The AMEC submission advocates for production support mechanisms modeled on Australia's Capacity Investment Scheme rather than floor pricing, which Verco argues would unfairly advantage higher-cost producers.In 2025, Cobra expanded its land position by 3,200 square kilometers with favorable metallurgy confirmed, while divesting gold assets to Barton Gold for non-dilutive capital. The company holds approximately £5 million in in-the-money warrants and maintains a significant Barton Gold equity position, providing funding optionality as it pursues key 2026 milestones: defining a significant rare earths resource by June, completing a scoping study, and delivering copper-molybdenum drill results that could materially re-rate the asset.View Cobra Resources' company profile: https://www.cruxinvestor.com/companies/cobra-resourcesSign up for Crux Investor: https://cruxinvestor.com

One clip just told you the whole playbook: rates coming down, tariffs going up, and everybody “tough” on TV… until they end up at the table. If you're still watching headlines like it's entertainment, you're already late.By the end of this, you will understand how Trump uses tariffs to force negotiations, why Project Vault (the $12B rare earth stockpile) is a straight-up national security move, and how this ties into rare earth processing, silver supply, and the AI supply chain—so you can stop panicking and start positioning.Horizon Trust - Keep More. Retire BIGGER

This week on New World Next Week: the Clintons get ready to testify as the Epstein dump continues; the rare earth war heats up in Cold War 2.0; and the US holds off on Iran attack...for now.

This week on New World Next Week: the Clintons get ready to testify as the Epstein dump continues; the rare earth war heats up in Cold War 2.0; and the US holds off on Iran attack...for now.

In this episode of Mining Stock Education, host Brian Leni interviews Jacques Bonneau, a seasoned junior mining investor and author of 'The Art of Investing in Junior Mining.' Jacques shares his insights on how to discern a gold stock market top, the significance of market cycles, and his strategies for investing in junior mining stocks. The discussion covers the recent market movements, the importance of attending mining conferences, and key indicators to monitor for bullish and bearish phases in the gold market. Jacques also highlights several promising junior mining companies worth watching, based on their market cap, management quality, and exploration potential. Jacques Bonneau has over 40 years of experience in the mining industry and is the author of “The Art of Investing in Junior Mining.” He has been involved in all the main stages in the evolution of a mining company, from exploration through development to production. During his career, he rose from field geologist to president of junior mining companies. More recently, he has acted as a consultant, a financial advisor for flow-through funds, a lecturer and a mentor. 00:00 Introduction 00:48 Market Insights from Jacques Bonno 01:11 Conference Week Reflections 03:18 Investment Strategies and Market Cycles 08:04 Gold Price Predictions and Influences 19:16 Rare Earth and Lithium Investments 26:24 Conference Experiences and Networking 30:16 The Value of Attending Investment Conferences 31:25 Choosing the Right Conference for You 33:23 Portfolio Positioning and Investment Strategies 37:42 The Importance of People in Investments 43:00 Promising Companies to Watch 52:34 Where to Find More Information To purchase “The Art of Investing in Junior Mining,” go to: https://www.investinginjuniors.com/ Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 Mining Stock Education (MSE) offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/

Brought to you by TogetherLetters & Edgewise!In this episode: Ikea's next cheap Bluetooth speaker is a playful purple mouseHow does Lemonade Autonomous Car insurance work?Elon Musk's SpaceX to merge with xAIMusk's SpaceX and xAI merge to make world's most valuable private companyChina bans all retractable car door handles, starting next yearRevolutionary Cryogenic Coolant Uses Abundant Elements, Eliminates Need for Rare-Earths in MRI and Quantum CoolingMeta Quest 3 Gets A Futuristic New FeatureSpotify Just Added Three New Lyrics Features, Including One I've Been Dying ForWeird and Wacky: NASA will finally allow astronauts to bring their iPhones to spaceTech Rec:Sanjay - Grayl Adam - Reading RefreshFind us here:sanjayparekh.com & adamjwalker.comTech Talk Y'all is a proud production of Edgewise.Media

Senator Jeanne Shaheen (D-NH) states the talks in Oman are a good sign & that negotiations are always better than fighting when discussing the State Department calling Americans to leave Iran immediately. She also talks about the importance of her legislation on rare earth minerals in regards to competition with China, and calls for reforms that address the concerns of how ICE agents operate. Senator Shaheen speaks with Joe Mathieu on the late edition of Bloomberg's "Balance of Power."See omnystudio.com/listener for privacy information.

Donald Trump didn't threaten to take over Greenland only for reasons of military conquest. The arctic territory contains significant deposits of rare earth metals including dysprosium, terbium and yttrium. They're vital to tech – and currently, China controls a staggering 95% of them. But what are they and why are they so valuable? Commodities journalist Ronan Murphy, Editor of Argus Non-Ferrous Markets, tells Gavin Esler about the real economics behind Trump's bluster; why invading Greenland is a really bad business idea; and the surprising reason you can't mine ALL of Greenland's rare earths. (Clue: It's uranium).  www.patreon.com/bunkercast  Written and presented by Gavin Esler. Audio production: Robin Warren. Music by Kenny Dickinson. Artwork by James Parrett. Managing Editor: Jacob Jarvis. Group Editor: Andrew Harrison. THE BUNKER is a Podmasters Production. www.podmasters.co.uk  Learn more about your ad choices. Visit podcastchoices.com/adchoices

Interview with Mark Chalmers, CEO, Energy FuelsOur previous interview: https://www.cruxinvestor.com/posts/energy-fuels-nyseuuuu-americas-critical-minerals-champion-2025s-best-uranium-stock-returns-8965Recording date: 29th January 2026Energy Fuels, a leading U.S. uranium and critical minerals producer, has announced a definitive agreement to acquire Australian Strategic Materials (ASM) through a scheme of arrangement valued at under 6% of its share registry. The transaction represents a significant milestone in Energy Fuels' strategy to build vertical integration across the rare earth supply chain, adding metals and alloys production capabilities to complement its existing separation operations at the White Mesa mill in Utah.ASM brings immediate production capability through its South Korean facility, which currently produces approximately 1,300 tons per annum of neodymium-iron-boron alloy—a critical material for permanent magnets used in electric vehicles and clean energy applications. The facility is already expanding to 3,600 tons per annum in Phase 2, with plans for Phase 3 expansion to 5,600 tons. Additionally, ASM had been developing plans for a U.S. facility with phased development up to 4,000 tons per annum, providing Energy Fuels with domestic production capabilities that align with government initiatives to reduce dependence on Chinese rare earth supply chains.The acquisition also includes the Dubbo project in New South Wales, Australia—a permitted rare earth development that adds another feed source to Energy Fuels' growing portfolio. The project is being re-evaluated using a heap leach processing approach that significantly reduces capital requirements by producing an intermediate concentrate for shipment to White Mesa mill rather than building full on-site separation facilities.CEO Mark Chalmers emphasized that vertical integration addresses a fundamental challenge in the rare earth industry: fragmentation. By controlling multiple steps from separation through alloys production, Energy Fuels expects to improve margins by up to 20% while positioning itself as a strategic partner for government programs and commercial customers seeking integrated solutions. The transaction is expected to close by the end of June 2026, following shareholder votes and court approvals under Australian law.Learn more: https://www.cruxinvestor.com/companies/energy-fuelsSign up for Crux Investor: https://cruxinvestor.com

The Trump administration has put aside its tariff threats, and is calling for a new trade bloc to focus on critical minerals. Ministers from 55 countries attended talks in Washington aimed at reducing their reliance on China, which dominates the production and processing of the elements. Meanwhile, Japan hopes to revolutionise its own mineral supplies, becoming the first country to retrieve deep-sea mud containing rare earth elements. 

ארוד בליסה כותב בלוג בשם The World Reconfigured בוא הוא עוסק בין היתר בנושא שאתם בוודאי יודעים שנמצא גבוה אצלי ברשימה כבר שנים - יסודות נדירים, חומרים קריטיים והדרך בה סין בנתה בשיטתיות ובעקביות את אחד ממנופי הלחץ האפקטיביים ביותר בזירה הגיאופוליטית דרך שליטה חזקה בכל שרשרת הערך של החומרים שבלעדיהם העולם כמו שאנחנו מכירים אותו פשוט לא יכול להתקיים. בחודשים האחרונים הנושא הפך לחם במיוחד אחרי שסין הצליחה לגרום לממשל טראמפ להתקפל וביססה עצמה כשווה מול שווה בקרב מעצמות העל שמכתיבות את הסדר העולמי.  בפרק הזה ארוד עושה סדר בנושא של החומרים הנדירים, למה הם נקראים כאלו, איפה הם נקודות השליטה הקריטיות ביותר של סין - מה ארה״ב עושה בימים אלו כתגובה למנוף הלחץ הקריטי הזה, ואיפה גם לישראל יש הזדמנות מעניינת ביותר לבסס את עצמה כחלק אסטרטגי בפתרון. הבלוג של ארוד:www.worldreconfigured.comהאתר שארוד הקים להנגיש את הנושא: Rare-earthicons.base44.appלהזמנת הרצאה של ״להבין את סין״:https://aboutchina.co.il/lectures-and-workshops/מוזמנים לעקוב גם אחרי העדכונים השוטפים על סין:בפייסבוק  https://www.facebook.com/groups/aboutsinבטלגרם https://t.me/sinpod8בטוויטר/אקס  https://x.com/yuval_weinreb

WMAL GUEST: ANTHONY HUSTON (CEO of Graphite One) on President Trump launching "Project Vault," a $12 billion rare earth stockpile to reduce U.S. reliance on China. WEBSITE: GraphiteOneInc.com SOCIAL MEDIA: X.com/GraphiteOne READ: Trump Launches ‘Project Vault’ — $12B Rare Earth Stockpile to Reduce US Reliance on China Where to find more about WMAL's morning show: Follow Podcasts on Apple Podcasts, Audible and Spotify Follow WMAL's "O'Connor and Company" on X: @WMALDC, @LarryOConnor, @JGunlock, @PatricePinkfile, and @HeatherHunterDC Facebook: WMALDC and Larry O'Connor Instagram: WMALDC Website: WMAL.com/OConnor-Company Episode: Tuesday, February 3, 2026 / 7 AM HourSee omnystudio.com/listener for privacy information.

In the 6 AM Hour: Larry O’Connor and Bethany Mandel discussed: Nick Minock on X: "

Greenland has suddenly emerged as a focal point in the global competition for critical minerals and energy. This episode explores the Arctic island's strategic importance through conversations examining how resource competition and geopolitics are converging in one of Earth's most remote locations. Host Eklavya Gupte speaks with Kip Keen, senior reporter at S&P Global Energy, on Greenland's mineral potential and the sobering realities facing companies that have invested there. Euan Sadden, senior editor at S&P Global Energy, interviews Jørgen T. Hammeken-Holm, deputy minister at Greenland's ministry of business, mineral resources and energy, about the regulatory environment and investor response to growing interest in the island's mineral wealth. Euan also speaks with Nicolas Jouan, a defense and security analyst at RAND, who explains why Greenland has become such a strategic focal point in a new era of resource security.

00:00 Intro02:55 Trump Admin. to Launch $12B Rare Earth Stockpile04:37 China Allowed to Buy Venezuelan Oil Under Trump Rules06:55 Trump Comments on Xi's High-Profile Military Purge08:17 China's Military Tightens Control Over Fuel Supplies08:41 German FM: “Running to China Would Be the Wrong Answer”11:19 Brazil Barred From Chinese Military Ship Inspection13:09 Dalai Lama Wins Grammy; China Calls It Political Stunt13:49 Tibet Holds Some of the World's Biggest Lithium Reserves14:22 Chinese Crime Orgs Laundered $16B+ in Crypto: Report15:40 New Defense Strategy: America First, Deter China16:29 Strategy Backs Strength to Deter China, Not Appeasement17:55 Trump Strategy: Strength First, Diplomacy Second19:54 Trump's China Policy Tougher Than Obama, Biden Era

Palantir (PLTR) CEO Alex Karp said the company's earnings "exceeded over our most ambitious expectations." Kevin Hincks talks about what makes the print so notable and how it can lift the entire software space. One macro indicator that serves as a crutch to the market is the partial government shutdown. Kevin later notes Project Vault in the U.S. and why he "wouldn't trust a rally" in gold and silver. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

The People's Republic dominates the supply of materials used in magnets, lasers and other high-tech products. In this episode of The Big View, Peter Thal Larsen talks to Mel Sanderson, a director of American Rare Earths, about how other governments can kick-start production. IEA Global Critical Minerals Outlook 2025 Every mineral is critical in the new metals age Trump admin to take 10% stake in USA Rare Earth in $1.6 bln deal, sources say. MP Materials seals mega rare-earths deal with US to break China's grip US rare earth chokepoint is a big little problem 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

Watch the Q&A session here: https://youtu.be/_HJt1zjecCoThe major environmental challenge of our time is framed in terms of what happens in our atmosphere, and specifically what are called “greenhouse gases”. But what is an atmosphere, and how does it behave? Does the atmosphere vary across the world, and what enters and leaves it normally? This lecture will explore how humanity has taken some things from the air and put other things into it, what the effects have been, and what this means for our future.This lecture was recorded by Professor Helen Czerski on the 22nd January 2026 at Barnard's Inn Hall, London.Dr Helen Czerski is a physicist and oceanographer with a passion for science, sport, books, creativity, hot chocolate and investigating the interesting things in life. She is an Associate Professor at the Department of Mechanical Engineering at University College London and her research focus is the physics of breaking waves and bubbles at the ocean surface. These bubbles change underwater sound and light, help transfer gases from ocean to atmosphere (helping the ocean breathe) and also eject ocean material into the air. She has spent months working on research ships in the Antarctic, the Pacific, the North Atlantic and the Arctic, and is an experienced field scientist. Helen has been a regular science presenter on the BBC for 15 years, covering the physics of the natural world in BBC2 landmark documentaries (including ‘Orbit', ‘Operation iceberg' and ‘Supersenses'), and the physics of everyday life in a range of BBC4 documentaries (including ‘From ice to fire: The incredible science of temperature', ‘Sound waves: The symphony of physics', and ‘Colour: The spectrum of science', along  with many others). She currently co-hosts BBC Radio 4's flagship climate and environment programme Rare Earth. Helen's first book Storm in a Teacup won the Italian Asimov Prize and the Louis J. Battan Author prize from the American Meteorological Society. Blue Machine won the Wainwright Prize for Conservation Writing. She was awarded the Institute of Physics Gold Medal in 2018 for her work on physics communication, and an Honorary Fellowship of the British Science Association in 2020. She has been a Trustee of Royal Museums Greenwich since 2018, and was one of the 2020 Royal Institution Christmas Lecturers, giving her Lecture on the topic of the ocean. The transcript and downloadable versions of the lecture are available from the Gresham College website: https://www.gresham.ac.uk/watch-now/ocean-airGresham College has offered free public lectures for over 400 years, thanks to the generosity of our supporters. There are currently over 2,500 lectures free to access. We believe that everyone should have the opportunity to learn from some of the greatest minds. To support Gresham's mission, please consider making a donation: https://gresham.ac.uk/support/Website:  https://gresham.ac.ukTwitter:  https://twitter.com/greshamcollegeFacebook: https://facebook.com/greshamcollegeInstagram: https://instagram.com/greshamcollegeSupport the show

Greenland has suddenly emerged as a focal point in the global competition for critical minerals and energy. This episode explores the Arctic island's strategic importance through conversations examining how resource competition and geopolitics are converging in one of Earth's most remote locations. Host Eklavya Gupte speaks with Kip Keen, senior reporter at S&P Global Energy, on Greenland's mineral potential and the sobering realities facing companies that have invested there. Euan Sadden, senior editor at S&P Global Energy, interviews Jørgen T. Hammeken-Holm, deputy minister at Greenland's ministry of business, mineral resources and energy, about the regulatory environment and investor response to growing interest in the island's mineral wealth. Euan also speaks with Nicolas Jouan, a defense and security analyst at RAND, who explains why Greenland has become such a strategic focal point in a new era of resource security.

VC backing for the world's most compact, modular, and cost-effective electric powertrains without rare earth minerals risk

Rare earth elements are crucial for defence, auto and electronic industries and have become a geopolitical battleground. China controls 95 percent of the world's supply, thanks to cheap labour, vast deposits and lax environmental regulations. But a young French-American scientist has developed a groundbreaking process for recovering rare earths from neon light bulbs, and potentially other electronic appliances, paving the way for the recycling of these essential metals. 

In this episode of the KE Report, we sit down with TG Watkins, Director of Stocks at Simpler Trading and Editor of The Profit Pilot. The markets recently witnessed a historic "elevator drop" in precious metals, with Silver plummeting nearly 40% in a single day. TG shares the "detective work" that allowed him to warn his subscribers days before the crash by monitoring unusual volume in inverse leveraged ETFs. Beyond the metals, we explore a broader "vibe shift" affecting semiconductors, crypto, and small caps, and why a defensive posture might be the only logical move in a murky macroeconomic environment. Key Discussion Points The Anatomy of a Crash: How extreme parabolic moves in Gold and Silver signaled an imminent correction and why vertical moves rarely end well for late buyers. The "Inverse" Smoking Gun: Identifying the massive volume spikes in ZSL, GDXD, and GLL that served as a precursor to the historic Friday sell-off. Resource Stocks and Double Tops: Analyzing why Uranium and Rare Earth miners like UEC and UUUU are struggling to decouple from the broader metals weakness. Crypto's Three-Tier Split: Why Bitcoin miners are no longer a monolith, as companies like HUT pivot toward AI power generation while digital treasuries like MSTR face technical breakdowns. Summary of Stocks & ETFs Mentioned Precious Metals/Inverse ETFs: Silver ($SILVER), Gold ($GOLD), $ZSL (UltraShort Silver), $GDXD (Bear 3X Miners), $GLL (UltraShort Gold), $AGQ (Ultra Silver). Energy & Resources: $UEC (Uranium Energy Corp), $UUUU (Energy Fuels), $USR (U.S. Rare Earths), $COPX (Copper Miners), $CPER (Copper Index). Crypto & Tech: $BTC (Bitcoin), $ETH (Ethereum), $MSTR (MicroStrategy), $MARA (Marathon Digital), $HUT (Hut 8), $IBIT (iShares Bitcoin Trust), $SMH (Semiconductor ETF).   Click here to visit the Simpler Trading website - https://www.simplertrading.com/ Click here to visit TG's site - Profit Pilot - https://www.profit-pilot.com/   ---------------- For more market commentary & interview summaries, subscribe to our Substacks:  The KE Report: https://kereport.substack.com/  Shad's resource market commentary: https://excelsiorprosperity.substack.com/   Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

Electronic junk gathering dust in a drawer could be the key to loosening China's grip on rare earth metals. WSJ energy columnist Ed Ballard takes us through the latest chapter in technology recycling. Plus, Meta and Microsoft have both invested extraordinary amounts of capital in AI, but their stock market fortunes are diverging. WSJ Heard on the Street columnist Dan Gallagher explains why. Sign up for the WSJ's free Technology newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this high-stakes editorial, we sit down with Marc Chandler, Managing Partner at Bannockburn Global Forex and Editor of the Marc to Market blog, to dissect one of the most volatile trading days in recent memory. As we record on Friday, January 30th, the markets are reeling from a historic "crash" (maybe) in precious metals, with Silver plummeting over 30% in a single session. We explore whether this is a simple technical correction or the end of a massive momentum trade, while diving into the geopolitical tensions - from the Middle East to Canadian energy deals - that are reshuffling the global board. Key Discussion Points The US Dollar's Counter-Attack: Analyzing the recent "free fall" to 95.5 on the DXY and why a technical rebound toward the 97.00 level is likely ahead of upcoming jobs data. The Precious Metals Correction: Making sense of the staggering moves in Gold and Silver, and why Marc views this as a "snap-back" of a dangerously overextended rubber band. Quantitative Red Flags: Using Bollinger Bands and standard deviations to identify "three-sigma" events - extreme readings that signaled the market was dangerously stretched. The Energy and Geopolitical Shift: A look at the US "Armada" in the Middle East, Canadian energy pivots toward China and India, and the sudden volatility in Uranium and Rare Earths. Mastering Risk Management: Why "knowing where the exits are" is more important than price targets during unhinged market moves. Click here to visit Marc's site - Marc To Market - https://www.marctomarket.com/   ---------------------- For more market commentary & interview summaries, subscribe to our Substacks:  The KE Report: https://kereport.substack.com/  Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.  

Some weeks call for rain boots because the conversation is going somewhere most people would rather avoid. This episode steps into charged territory on purpose: geopolitics, tariffs, China and Taiwan, Greenland, and the policy decisions shaping today's headlines. There's no posturing here and no outrage bait, just a willingness to talk through complex questions instead of skirting around them. From there, the focus shifts to what actually matters for investors: how markets tend to react when policy dominates the news cycle, why short-term volatility shows up, and how data and discipline help cut through the noise. It's a reminder that staying informed doesn't mean staying reactive. — Submit your questions for the next Ask Monument Anything episode at Offthewall@monumentwm.com — Please see important podcast disclosure information at https://monumentwealthmanagement.com/disclosures   Episode Timeline/Key Highlights:   0:00 — Mailbag Setup And Topic Preview 2:10 — Greenland, Policy Not Politics 6:30 — Western Hemisphere Strategy And Oil 9:40 — Tariff Threats And Market Volatility 13:40 — Rare Earths, Greenland, And Leverage 16:20 — China–Taiwan Risk And Market Impact 20:00 — Shipbuilding Gap And Naval Capacity   Connect with Monument Wealth Management:    Visit our website: https://monumentwealthmanagement.com/   Follow us on Instagram: https://www.instagram.com/monumentwealth/#   Connect on LinkedIn: https://www.linkedin.com/company/monument-wealth-management/   Connect on Facebook: https://www.facebook.com/MonumentWealthManagement   Connect on YouTube: https://www.youtube.com/user/MonumentWealth#Fit   Subscribe to our Private Wealth Newsletter: https://monumentwealthmanagement.com/subscribe/   Check out our Between Sips Podcast: Where Money Meets Meaning Because money without meaning never feels like wealth. https://monumentwealthmanagement.com/between-sips-podcast/ About "Off the Wall":    Markets are noisy. Your time is limited. Off The Wall cuts through the clutter. Hosts Dave Armstrong, CFA and Nate Tonsager, CIPM bring you straightforward, candid insights about what's really moving markets and why it matters for successful investors. From economic shifts to portfolio positioning, we break down the complexities so you can invest with intention and stay grounded when headlines and life feels chaotic.   Learn more about our hosts on our website at https://monumentwealthmanagement.com 

Gold and silver surged to historic highs as investor risk appetite hit its strongest level in five years, with copper also pushing toward record territory amid bullish macro signals and heavy conference-season momentum. In this episode of Mining Stock Daily, host Michael McCrae recaps the latest metals market moves:The U.S. government announced a $1.6 billion funding package for USA Rare Earth, taking a 10% stake as the company advances a magnet production facility in Oklahoma targeting 2026 production.Collective Mining expanded its Ramp Zone with its highest-grade and deepest intercept to date, highlighting Apollo's potential as a major future gold mine in Colombia.Radisson Mining reported new high-grade drill results at its O'Brien Project in Québec, extending mineralization to its deepest levels yet.Integra Resources delivered 70,927 ounces of gold in its first full year of production at Florida Canyon, meeting guidance and completing $60 million in planned capital investments.Ridgeline Minerals appointed Rio Tinto executive Ryan Walchuck to its board, strengthening its mining finance and development expertise.Vizsla Copper received formal support from the Governor of Alaska for the Palmer Project, reinforcing its strategic importance to domestic copper and critical minerals supply.Sierra Madre Gold and Silver secured land-use authorization at its Tlacotal property in Mexico, improving optionality for future mine development.This episode of Mining Stock Daily is brought to you by… Vizsla SilverVizsla 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 375,000 meters of drilling. The company has the world's largest, undeveloped high-grade silver resource. Learn more at ⁠https://vizslasilvercorp.com/⁠

En el Radar Empresarial de esta jornada ponemos el foco en la nueva jugada de Estados Unidos para reforzar su control sobre las tierras raras. La Administración Trump destinará 1.600 millones de dólares a USA Rare Earth, una compañía integrada en la cadena minera nacional. Al amparo de la ley CHIPS, el plan contempla levantar una mina en Texas y una planta de imanes, con impacto directo en Defensa y Alta Tecnología. A cambio, el Estado obtendrá un 10% del capital. De forma paralela, la empresa prevé captar 1.500 millones de dólares adicionales en el mercado privado, además de ejecutar una ampliación de capital. El proyecto completo superará los 4.000 millones de inversión. Pese a su corta trayectoria, apenas siete años, Estados Unidos confía en esta firma. En solo un ejercicio culminó con éxito la Fase I de pruebas de separación y procesamiento, un hito relevante para la industria nacional. USA Rare Earth opera el yacimiento de tierras raras más relevante del país, el Proyecto Round Top, situado en Sierra Blanca, Texas. Allí se localizan 16 de los 17 elementos conocidos, entre ellos materiales estratégicos como el litio, clave para baterías; el berilio, esencial en el sector aeroespacial; y también uranio. La gran explotación comercial no llegará hasta 2028, aunque antes avanzará en otras iniciativas. Uno de esos desarrollos es la planta de imanes permanentes en Stillwater, Oklahoma, destinada a abastecer vehículos eléctricos, aerogeneradores, electrónica avanzada y usos militares. El respaldo público busca reducir la dependencia de China. No es un caso aislado: el Pentágono ya adquirió el 15% de MP Materials por 400 millones y anunció más inversiones. Además, Defensa ha comprometido fondos adicionales para fortalecer toda la cadena de suministro. Estas medidas se complementan con la Ley de Producción de Defensa y programas aprobados en diciembre para separación, procesamiento y fabricación nacional de imanes estratégicos, clave para la seguridad industrial y tecnológica estadounidense.

Get your tickets for Dissident Dialogues HERE : https://dissidentdialogues.org/In this episode of The Winston Marshall Show, I sat down with journalist and China analyst Melissa Chen for an in-depth conversation on Greenland, China, American power, and the future of global security.We examine why Greenland has become a central strategic concern for the United States, from missile defence and Arctic choke points to space, satellites, and early warning systems. Melissa explains why American control over Greenland is not a real estate fantasy, but a long-standing national security priority dating back more than a century.The conversation explores China's growing presence in the Arctic, its use of economic coercion, and its strategy of dual-use operations, including shipping routes, scientific research, and critical infrastructure. We discuss the Polar Silk Road, rare earth minerals, supply chain vulnerability, and how control over logistics and refining has become a decisive form of power.A wide-ranging and forensic discussion about power, deterrence, and why the Arctic may define the next era of global competition.-----------------------------------------------------------------------------------------------------------------------To see more exclusive content and interviews consider subscribing to my substack here: https://www.winstonmarshall.co.uk/-----------------------------------------------------------------------------------------------------------------------FOLLOW ME ON SOCIAL MEDIA:Substack: https://www.winstonmarshall.co.uk/X: https://twitter.com/mrwinmarshallInsta: https://www.instagram.com/winstonmarshallLinktree: https://linktr.ee/winstonmarshall----------------------------------------------------------------------------------------------------------------------Chapters 00:00 Introduction 03:22 Why Greenland Matters05:42 Missiles, the Arctic & US National Security08:52 Early Warning Systems vs Missile Defence10:52 Trump's “Golden Dome” Strategy15:00 Sovereignty, Denmark & the China Risk19:13 Why China Is the Real Threat27:12 Dual-Use Operations & Arctic Infiltration32:07 The Polar Silk Road & Taiwan Deterrence39:35 American Hegemony & the End of Illusions46:30 Critical Minerals, Rare Earths & Greenland54:23 Space, AI, Power & the Future World Order57:55 Securing the Western Hemisphere58:26 Mark Carney, China & Elite Alignment1:04:10 Multipolar Myths & the Reality of Power1:12:21 Final Thoughts Hosted on Acast. See acast.com/privacy for more information.

Critical Metals CEO Tony Sage joined Bloomberg's Matt Miller and Dani Burger to discuss rare earth minerals and business in Greenland.See omnystudio.com/listener for privacy information.

MSD introduces Apex Critical Metals and its CEO, Sean Charland, discussing the Rift Rare Earth Project in Nebraska. The conversation covers the project's history, current drilling plans, and the significance of rare earth elements in the market. Charland shares insights on the company's strategy, partnerships, and the importance of domestic production of critical minerals.

Countries across the globe are looking for their slice of the pie when it comes to securing their own sovereignty, says Benoit Gervais. He argues commodities are of critical importance to investors once again as geopolitical tensions heighten and uncertainty grows. Benoit talks about how a continuing oversupply of crude oil will keep prices down for the U.S. and other western countries. As for metals and rare earth, Benoit believes tech's necessity for copper and silver will only accelerate. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Why would a US president want to buy Greenland? In this episode of the Market Maker Podcast, Anthony Cheung and Piers Curran unpack the real story behind Trump's controversial push and it's far deeper than most headlines suggest.You'll learn:Why Greenland is a military and surveillance goldmineThe untapped rare earth minerals and their role in AI and EVsHow China dominates the supply chain and why the US wants to catch upThe $2–$4 trillion resource potential hidden beneath the iceTrump's strategic use of tariffs, timing, and the art of the dealWhat this move means for US elections, Europe, and global power shiftsFrom missile defense to minerals to midterms, this is one of the boldest plays on the world stage right now.Subscribe and follow for more episodes breaking down markets, politics, and power plays shaping our world.(00:00) Intro – Why Greenland?(02:44) National Security & The Golden Dome(05:05) The GIUK Gap Explained(08:21) Rare Earths 101(13:12) China's Rare Earth Dominance(14:27) Greenland's Mineral Reserves(16:37) Oil, Water & Hydropower Value(21:02) Is Greenland for Sale?(24:39) Trump's Deal Structure(27:25) New Arctic Shipping Routes(29:01) Political Strategy & Midterms(31:25) Defense Jobs & Voter Optics(33:36) Race Against the Clock(34:45) National Security Framing(35:40) Corporate Pressure in Europe(37:07) Final Thoughts & Wrap-Up

Truth Be Told with Booker Scott – Control of Venezuela's oil, rare earths, and water shapes a high-stakes struggle for the future of the Americas. Foreign powers exploit corruption and instability while technology and artificial intelligence drive soaring demand for energy and minerals. The moment calls for defending liberty, rebuilding institutions, and supporting neighbors who seek freedom against rising external influence...

As read by George Hahn. https://www.profgalloway.com/rare-earths/ Learn more about your ad choices. Visit podcastchoices.com/adchoices

Donate (no account necessary) | Subscribe (account required) Join Bryan Dean Wright, former CIA Operations Officer, as he dives into today's top stories shaping America and the world. In this Friday Headline Brief of The Wright Report, Bryan covers the escalating confrontation between Minnesota Democrats and federal immigration authorities, growing unrest tied to anti-ICE activism, new economic signals from the White House, rising global pressure on Iran and China, and a look at medical and technology developments heading into the weekend. Minnesota Democrats Escalate Against ICE: Minnesota media outlets and national Democrats are facing backlash after doxxing the ICE officer involved in the fatal shooting of activist Renee Good. DHS officials warn the move could put officers and their families in danger, echoing past incidents in Los Angeles where officers faced threats and harassment. Vice President JD Vance defended the ICE agent, stating that video and medical evidence clearly show the officer acted in self-defense after being struck by Good's vehicle. Radicalization and Anti-ICE Networks Exposed: Reporting reveals that Good was radicalized through a charter school that prioritizes political activism and later trained with a group called ICE Watch, which teaches tactics to obstruct immigration raids. Bryan explains how activists are instructed to use vehicles, barricades, and incendiary materials to block officers, behavior he says amounts to organized domestic extremism rather than peaceful protest. ICE Operations Expand Nationwide: President Trump is sending an additional 100 ICE officers to Minneapolis, bringing total deployments there to roughly 2,000. In Portland, Oregon, two Venezuelan migrants affiliated with the Tren de Aragua gang were shot after allegedly attempting to run over an ICE officer during a traffic stop tied to a prostitution investigation. Democratic leaders condemned ICE actions in both cities, while the administration argues officers are responding to lethal threats. California Loses Federal Transportation Funding: The Trump administration is withholding 160 million dollars from California after audits found that roughly one quarter of the state's commercial driver licenses were issued unlawfully, including to foreign-born drivers who cannot read or speak English. Advocacy groups representing migrant truckers sued to block the revocations, and Governor Gavin Newsom sided with them, prompting federal retaliation. Bryan warns that unsafe licensing practices have already contributed to deadly accidents nationwide. Trump Seeks Massive Military Expansion: President Trump is proposing a $1.5 trillion defense budget, up from $900 billion currently. He argues the increase is necessary for future conflicts and could be funded through tariffs. Budget analysts warn the move could add nearly $6 trillion to the national debt over a decade, raising questions about sustainability and congressional approval. Economic Signals Show Mixed Progress: Layoffs fell in December, trade deficits shrank to their lowest levels since 2009, and the White House announced plans to purchase $200 billion in mortgage bonds to lower interest rates. Federal employment continues to decline as agencies shrink outside of DHS. Bryan notes the strategy appears to be working so far, but court rulings on tariffs could complicate the outlook. Global Pressure Builds on Iran and China: Protests are spreading across Iran, including strikes at critical oil facilities, prompting a violent crackdown by regime forces. President Trump warned that further bloodshed could trigger U.S. intervention. Meanwhile, China is tightening its grip on rare earth exports, cutting off Japan and reminding the world that Beijing will weaponize supply chains whenever it chooses. Health and Technology Updates: New research suggests that certain cancer patients may need to reconsider high glutamine diets during treatment, while UK studies confirm that stopping GLP one weight loss drugs leads to rapid weight regain. Bryan closes with optimism about new lightweight exoskeletons showcased at CES, which may help older adults and injured individuals regain mobility and independence.   "And you shall know the truth, and the truth shall make you free." - John 8:32     Keywords: January 9 2026 Wright Report, Renee Good ICE shooting Minneapolis, JD Vance self defense statement, ICE Watch activist training, Tren de Aragua Portland ICE shooting, California CDL audit funding withheld, Gavin Newsom migrant truck licenses, Trump defense budget one point five trillion, tariff Supreme Court ruling risk, Iran protests oil strike crackdown, China rare earth export squeeze Japan, CES exoskeleton mobility technology