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Bolivia's Cerro Rico has been spewing out tons of silver for centuries. It was the economic bellows of the Spanish Revolution, whose lust for the precious metal came at the price of some eight million slaves. Some of the empire's earliest gangs formed around the Cerro. They were called ‘Jukus,' and one man stood above (or below) them all. Today's there's another, modern silver rush at Cerro Rico — and it's being led by the green energy revolution. EVs, wind turbines and data centers are all hungry for silver. Its price has almost quadrupled. That has brought a new wave of organized crime to Bolivia. This time they're smart, and armed. And the only people holding them back are a band of women packing nothing but dogs and sticks of dynamite. But Bolivia isn't alone. The race for rare-earth minerals has drawn cartels to mines across Latin America, killing miners and taking over entire operations from Quito to Cali. This documentary-style episode digs into organized crime's newest trend — and shows how dirty clean energy really is. Learn more about your ad choices. Visit megaphone.fm/adchoices
Hour 1 (8.20) Callers who were at Ontario Motor Speedway on April 6, 1974 tell it themselves — the bands, the heat, and the ones who admit they were way too young to be there.The whole hour belongs to California Jam. Callers walk us through what it was actually like to be on that speedway floor: one day, eight acts, a site about 35 miles east of Los Angeles, and a crowd that set the record for the highest paid attendance of any rock concert to that point. Then the lineup, act by act — Deep Purple and Emerson, Lake & Palmer co-headlined, with Black Sabbath, the Eagles, Earth, Wind & Fire, Seals & Crofts, Black Oak Arkansas and Rare Earth — plus the parts people forget, like the fact that ABC put it on television in prime time while KLOS ran the FM simulcast. The confessions come next: listeners who owned up to going knowing full well they were too young to be there, and how they pulled it off. The hour closes with the crew off the Cal Jam topic entirely, going around the room on who they'd interview if they could pick anyone, living or deadSee omnystudio.com/listener for privacy information.
Defense Metals President and CEO Mark Tory returns to Mining Stock Daily with an update on the Wicheeda Rare Earth Project in British Columbia. Since April, the company completed winter and spring drilling, ran a 30-ton beneficiation pilot, and moved into hydromet testing to produce a separated NdPr oxide in-house rather than sell bulk concentrate. Tory covers a $250 million EDC letter of interest, a $32 million federal grant application now in full review, and an ongoing MOU with Hanwha despite losing Canada's submarine contract to Germany. He also addresses the stock's underperformance and Chairman Guy de Selliers' network.
Everyone weaponized trade policy at once this month, and the targets weren't always the obvious ones. Trump's latest tariff threats landed on the EU in retaliation for European fines on tech firms, which makes this a regulatory fight dressed up as a trade fight - and means every EU competition decision is now a potential tariff-triggering event. Add a threatened 100% tariff on generic drugs, and the low-cost end of the US supply chain starts looking fragile. Meanwhile the bill from the Iran war is arriving late but arriving. Strategic reserves are thinning, diesel and jet fuel are tight, and the Houthis are now vowing a maritime blockade on Saudi Arabia, which puts the other oil export route in play alongside Hormuz. The New York Times Peter S. Goodman takes the diesel crisis all the way down to Bangladeshi smallholder farmers who need it to pump water, which is a useful corrective to the European trucking angle. Heat is doing macro damage too: Europe's grids were built for a different climate, and retrofitting Switzerland alone for cooling carries a price tag in the hundreds of billions of francs. Then there's China, which is quietly running the export control playbook it spent five years complaining about. Beijing is tightening controls on outbound investment by companies and citizens, Huawei has engineered its way around US export controls with chip stacking and other workarounds, and the emerging assessment is that China came through the trade war in better shape than most of us assumed. Ardian and Rob get into whether export controls actually do anything beyond forcing innovation, whether the "Chinese model is collapsing" story is analysis or politics, and what it means for an export machine if the rest of the world eventually can't afford to buy. Which leads to Europe. The EU is talking tougher on Chinese overcapacity and subsidies, but China can retaliate faster through rare earths and critical inputs. Brussels keeps signing rules-based agreements - Mercosur, Switzerland, the post-Brexit deal - covering tariffs, services, labour and environmental standards, digital rules and investment protection, while US deals go transactional and bilateral. The awkward part: Europe hasn't actually used any of those agreements against subsidized Chinese manufacturing yet. Plus: TS correspondent Michelle returns from six months inside the Walmart employees subreddit with a report on drone cages in the parking lot, stolen Zebra scanners, and Walmart's two podcasts. There's a global whey protein shortage, a Geneva perch bumper crop, a man who allegedly stole a Sea-Doo in Canada and livestreamed his illegal border crossing, and an Air Canada pilot who spent 17 years in the cockpit without a licence.
ST Engineering and CapitaLand Investment deliver stronger earnings - but which has the more compelling growth story from here? Michelle Martin breaks down the numbers and what investors should be watching next. Why did Cisco fall despite beating expectations? What does Bank of America’s US$1.9 billion Jio Credit deal say about its ambitions in India? Why are SK Hynix and Samsung in focus amid reports of Temasek investment plans? And what does a US$12.5 billion Lakers valuation tell us about the value of elite sports franchises? Plus, Digital Core REIT, NTT DC REIT and Food Empire enter the local spotlight; and Google’s latest Pixel phones raise a bigger question - is AI really enough to make us upgrade our smartphones?See omnystudio.com/listener for privacy information.
Adam, Paul and Lyndon discuss the Toffees' pre-season win over Newcastle at Murrayfield which saw Thierno Barry score again, Tyrique George find the net for the first time in Everton colours and Iliman Ndiaye convert from the spot.They mull over the pros and cons of the Brennan Johnson–Dwight McNeil swap deal and the never-ending full-back saga.Finally, this week's game of ChatEFC goes back to another game under David Moyes, this time from December 2011. Hosted on Acast. See acast.com/privacy for more information.
Watch on YouTube It's been a strong week for Harena Rare Earths First, the company was mentioned in President Trump's White House briefing, following a big conference on critical minerals. Then, the next day, it was granted its Mining Terms and Conditions by the Madagascar government. This means the company is now in a strong position to move ahead with plans for a pilot plant at its Ampasindava project. Ivan Murphy, Harena's executive chairman, joins Vox to tell us more.#HREE #Mining
While markets started the week on a red session, SpaceX (SPCX) rallied and closed above its $135 IPO stock price for the first time in nearly a month. Rare earths also shined on the trading day. Marley Kayden and Sam Vadas take investors through their top takeaways for Monday. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe 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
This week's episode is brought to you by the colors: yellow, orange, and brown. The 8th volume of our deep dive into the trippy and groovy beginnings of the heavy stuff! Cut your lava lamp on, gaze at that blacklight poster through the haze of purple smoke, and join your favorite rock n' roll grave robbers as they dig deep into the core of 70s Acid Rock n' Proto Metal crypt to unearth some obscure bands that helped influence and mold what would become known as Heavy Metal. What is it that we do here at InObscuria? Well, we exhume obscure Rock n' Punk n' Metal in one of 3 categories: the Lost, the Forgotten, or the Should Have Beens. This particular episode is planted firmly in the LOST category, as all of these recordings occurred between 1970 – 1973. As always, our hope is that we turn you on to something new in a genre and decade that you may have thought you already knew everything there was to know. Songs this week include: Zoot - “Hey Pinky” from Zoot Out (1971) Head Over Heels - “Road Runner” from Head Over Heels (1971) Fresh Blueberry Pancake - “Hassels” from Heavy (1970) Wicked Lady - “I'm A Freak” from Psychotic Overkill (1972) Irish Coffee - “Can't Take It” from Irish Coffee (1971) Light Of Darkness - “Movin' Along” from Light Of Darkness (1971) Ancient Grease - “Mother Grease The Cat” from Women And Children First (1970) Jane - “Here We Are” from Here We Are (1973) Visit us: https://inobscuria.com/ https://bonelesspodcasting.com/shows/in-obscuria https://www.facebook.com/InObscuria https://twitter.com/inobscuria https://www.instagram.com/inobscuria/ Buy cool stuff with our logo on it: InObscuria Store Check out Robert's amazing fire sculptures and metal workings here: http://flamewerx.com/ If you'd like to check out Kevin's band THE SWEAR, take a listen on all streaming services or pick up a digital copy of their latest release here: https://theswear.bandcamp.com/ If you want to hear Robert and Kevin's band from the late 90s – early 00s BIG JACK PNEUMATIC, check it out here: https://bigjackpnuematic.bandcamp.com/
In the midst of the US-China trade conflict last year, Beijing unsheathed its fiercest weapon. By ramping up restrictions on exports of rare earth metals – crucial elements for high-tech manufacturing – China forced the US to climb down. That show of strength was a wake up call for the US. It has since spent huge sums backing mining companies, penned eye-catching deals and moved to collaborate with allies. But after a little more than a year, how much progress has it made in breaking China's hold on the rare earths supply chain? Featuring: Abigail Hunter of the SAFE Center for Critical Minerals Strategy; Gracelin Baskaran of the Critical Minerals Security Program at the Center for Strategic and International Studies; Cory Combs of Trivium China; and FT commodities correspondent Camilla Hodgson.Subscribe to Soumaya's show on Apple, Spotify, Pocket Casts or wherever you listen.Further reading: China and the new era of critical minerals diplomacyHedge funds raise bets against US-backed critical minerals companies China restricts trading with some US rare earth companiesPresented by Soumaya Keynes. Produced by Mischa Frankl-Duval. Original music by Breen Turner. Sound design by Breen Turner and Samantha Giovinco. Manuela Saragosa and Topher Forhecz are the executive producers. Flo Phillips is the FT's head of audio.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.
Nick Hodge, Co-Owner of Digest Publishing and editor of Foundational Profits and Underground Alpha, joins us for our monthly longer-format discussion on macroeconomic factors moving the markets, turning up the summer heat in resource stocks coming into August. He also shares portfolio management strategies in select gold, silver, copper, rare earths, and uranium stocks. We start off reviewing some shifts in macroeconomics movers: A reduction in strength in US Dollar, with the dollar index moving back below 100 Recent rolling over of interest rates, which had previously been rising based on anticipated hawking Fed policy from Warsh's prior meetings and statements Improving US economic data on some fronts may have the Fed in a more neutral position A desensitization of geopolitics around the US/Iran negotiations and the supposed reopening of the Strait of Hormuz. US treasury financial intervention to support Japan, staving off their potential need to liquidate US treasuries, or any rapid unwind of the carry trade. Capex investments in AI data-center build-outs are ongoing. The conversation then transitioned from macroeconomics into recent uplift in gold, silver, and precious metals stocks. Nick is less animated by PM seasonality trends coming out of the Summer Doldrums, pointing to the changes in the US dollar and interest rates as the key factors that have led to this recent sector bounce. He mentioned that this lull in the summer doldrums in both sentiment and weak price action was a common theme from the recent Rule symposium; and conceded that in the later summer, once more investors are back from vacations and more focused on the markets again, that this may bring in more trading volumes and participation. We highlighted the wave of sector news on tap from now into September conference season. All this coming news can provide fundamental catalysts, from compelling Q2 earnings results in PM producers, to key upcoming milestones and studies for developers, and then all the summer drill programs. Nick highlighted PM stocks moving on recent news like Revival Gold Inc. (TSXV: RVG) (OTCQX: RVLGF), Hannan Metals Limited (TSXV: HAN) (OTC: HANNF), San Lorenzo Gold Corp. (TSXV: SLG) (OTCQB: SNLGF), and Osisko Gold Group Inc. (NYSE: OGG, TSXV: OGG). He pointed out that the market is still not rewarding exploration news that shows some geological “smoke” but didn't hit “fire,” mentioning his portfolio position in Quartz Mountain Resources Ltd. (TSXV:QZM)(OTCQX:QZMRF) There are some companies with he remains animated by for all the coming assay results from ongoing drill programs like Kingsmen Resources Ltd. (TSXV: KNG) (OTCQB: KNGRF) Next we switch over to the continued strength in copper, making new all-time highs again this week. While we note the strong demand fundamentals, and supply constraints, Nick explains that the influx of copper into the US, and pricing arbitrage compared to London or Shanghai exchanges, may be due to investors positioning in front of potential tariff announcements on copper from the Trump administration. Copper stocks we discuss are Gladiator Metals Corp. (TSXV: GLAD) (OTCQB: GDTRF), Hudbay Minerals Inc. (TSX: HBM) (NYSE: HBM), and Ero Copper Corp. (TSX: ERO, NYSE: ERO). When reviewing where Nick is seeing the most government focus in the commodities sector, he highlights it is clearly in the Critical Minerals. While multiple sectors from uranium, to lithium, to heavy rare earths have been sold down lately, the supply chain chokepoints outside of China remain, and the fundamentals for these strategic metals continuing to improve. Nick highlights the ongoing direct investment and policy initiatives into the rare earths processors, separators, recyclers, noting prior government investments into Trilogy Metals Inc. (NYSE American: TMQ) (TSX: TMQ), Lithium Americas Corp. (TSX: LAC) (NYSE: LAC), MP Materials (NYSE: MP), and USA Rare Earth, Inc. (Nasdaq: USAR). He flags the recent $725 million financing commitment from the Department of War, U.S. Office of Strategic Capital, for Energy Fuels Inc. (NYSE American: UUUU) (TSX: EFR) which was approved to support infrastructure and capacity to process rare earth elements and other critical materials domestically. CoTec Holdings Corp. (TSXV:CTH)(OTCQX:CTHCF) is company he remains animated by for similar reasons, due to their exposure to recycling material to extract and produce rare earth magnets and strategic materials. He believes this could attract government interest like is has in the aforementioned companies. Click here to follow Nick's analysis and publications over at Digest Publishing 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. Investing in equities and commodities 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.
In 1950, physicist Enrico Fermi asked a very simple yet important question: If the universe has intelligent civilizations, as so many people believe, where are they? This became known as the Fermi Paradox, and it has been one of the foremost philosophical and scientific questions of our age. One of the most straightforward answers to the Fermi Paradox is also one that many people simply don't want to believe. Learn more about the Rare Earth Hypothesis and how we might actually be alone on this episode of Everything Everywhere Daily. Shop the store at Shop.Everything-Everywhere.com Sponsors Hexclad Get 10% off your order at hexclad.com/DAILY Mint Mobile Save 50% on Unlimited premium wireless plans starting at $15/month at MintMobile.com/EED Quince Go to quince.com/daily for 365-day returns, plus free shipping on your order! DripDrop Go to dripdrop.com and use promo code EVERYTHING for 20% off your first order! Subscribe to the podcast! https://everything-everywhere.com/everything-everywhere-daily-podcast/ -------------------------------- Executive Producer: Charles Daniel Associate Producers: Austin Oetken & Cameron Kieffer Become a supporter on Patreon: https://www.patreon.com/everythingeverywhere Discord Server: https://discord.gg/Ds7Rx7jvPJ Instagram: https://www.instagram.com/everythingeverywhere/ Facebook Group: https://www.facebook.com/groups/everythingeverywheredaily Twitter: https://twitter.com/everywheretrip Website: https://everything-everywhere.com/ Disce aliquid novi cotidie Learn more about your ad choices. Visit megaphone.fm/adchoices
AP's Lisa Dwyer reports on a push for the U.S. to build weapons without China's rare earth magnets
The race to secure rare earth metals is about far more than technology or national defense. In this week’s episode of Educational Insights, Ashley Page explains why the U.S. is turning to Brazil to strengthen critical supply chains, what China’s dominance means for the global economy, and why an industry supporting nearly $1.2 trillion of U.S. GDP could shape the future of manufacturing, healthcare, and innovation. Watch the full video to learn why this story matters to investors and the economy alike. Watch to learn more. Ashley Page, JD, MBA Senior Vice President Wealth Consultant Email Ashley Page here Fi Plan Partners is an independent investment firm in Birmingham, AL, with a team of professionals serving clients across the nation through financial planning, wealth management and business consulting. The team at Fi Plan Partners creates strategies in the best interest of their clients using fee based investing. The opinions voiced in this recording are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful. No strategy can ensure success or protect against a loss. Stock investing involves risk including potential loss of principal. Securities and advisory services offered through LPL Financial, Member FINRA/SIPC and a registered investment advisor.The post Rare Earth Metals, Brazil, and the US GDP first appeared on Fi Plan Partners.
Send us Fan MailIn this episode of the WTR Small Cap Spotlight, Avalon Advanced Materials CEO Scott Monteith, CFO Lorin Crenshaw, and VP of Corporate Development Chris Sinek join WTR's Tim Gerdeman and Dmitry Silversteyn to discuss the company's strategy to become a North American rare earth and lithium processing platform. The conversation covers Avalon's Nasdaq listing ambitions, a €100 million Finnvera Letter of Interest, current rare earth and lithium market dynamics, and the execution milestones that could reshape the company's valuation over the next 12 to 18 months.
The polar regions are still some of the most inaccessible and least touched by humans, but they are deeply linked to the rest of Earth. We will cover the history of exploring them, the challenges of measuring this environment, and the current state of knowledge about the ice at both poles. We will also cover the likely future for the polar regions – the incentives driving different actions, what science suggests about the consequences, and coming events to look out for.This lecture was recorded by Helen Czerski on the 21st of May 2026 at Barnard's Inn Hall, LondonHelen 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 a 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 of the lecture is available from the Gresham College website: https://www.gresham.ac.uk/watch-now/white-knightGresham 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 College's mission, please consider making a donation: https://www.gresham.ac.uk/get-involved/support-us/make-donation/donate-today Website: https://gresham.ac.ukX: https://x.com/GreshamCollegeFacebook: https://facebook.com/greshamcollegeInstagram: https://instagram.com/greshamcollegeBluesky: https://bsky.app/profile/greshamcollege.bsky.social TikTok: https://www.tiktok.com/@greshamcollegeSupport Us: https://www.gresham.ac.uk/get-involved/support-us/make-donation/donate-todaySupport the show
Alan Tonelson and Gordon Chang. Despite a trade truce declared last October, the U.S. remains dependent on China for rare earths and critical minerals. Alan Tonelson notes that while China's domestic economy is weak, it maintains a "chokehold" on products essential for AI and military technology. The Trump administration's decision to remove trade sanctions on Hong Kong is viewed as a puzzling move that may create a hole in the sanctions regime. (3)1902 YEMEN
China's growing use of economic power for strategic and political purposes has become one of the defining features of international competition. Beijing is no longer simply using trade and investment to promote economic growth—it is increasingly deploying a sophisticated toolkit of laws, regulations, export controls, market access, infrastructure investment, and technological standards to advance its broader geopolitical objectives. In today's episode, we'll explore how China's approach to economic statecraft has evolved, how effective it has been, its impact on Chinese foreign policy – especially relations with the United States -- and what governments around the world can do in response. I'm delighted to be joined by Dr. Evan Medeiros, one of the leading experts on Chinese foreign policy, including its use of economic statecraft, to help us unpack these important issues. Dr. Medeiros is the Penner Family Chair in Asia Studies in the School of Foreign Service and the Cling Family Distinguished Fellow in US-China Studies at Georgetown University. He served seven years in President Obama's NSC first as director for China, Taiwan and Mongolia, and then as Special Assistant to the President and Senior Director for Asia. Timestamps: [00:00] Introduction [01:49] What is Chinese Economic Statecraft? [04:52] How Chinese Leaders Think About Economic Power and Political Influence [06:43] The Evolution of China's Economic Statecraft Toolkit [09:49] Chinese Market Accessibility as Statecraft [14:07] Institutionalizing Economic Statecraft [17:37] How Legal Bodies are Implemented [23:32] Implications for the US-China Relationship [25:36] Strengthening US Economic Statecraft
- Zoox Getting New Robotaxi Models - Rare-Earth-Free Motor from India Startup - EU Slaps Duties on Chinese-Made Tires - VW Expands China-Made Exports - BYD Moves Pickup Upscale - BYD Yangwang U9 Aims for 500 KM/H - Bosch Opens New Chip Plant - U.S. Traffic Deaths Down, But Why?
- Zoox Getting New Robotaxi Models - Rare-Earth-Free Motor from India Startup - EU Slaps Duties on Chinese-Made Tires - VW Expands China-Made Exports - BYD Moves Pickup Upscale - BYD Yangwang U9 Aims for 500 KM/H - Bosch Opens New Chip Plant - U.S. Traffic Deaths Down, But Why?
This week's episode features Energy Transition Minerals managing director Daniel Mamadou in conversation with host Adrian Pocobelli about the status of the company's Kvanefjeld rare earths project in Greenland. Mamadou outlines the project's history and the licensing challenges it has faced with the Greenland government. He also explains why, in his view, the company and project have been unfairly politicized and targeted, and why he considers the non-renewal of the company's exploration licence to amount to expropriation by default. He also discusses the challenges of securing and maintaining a social licence within the local community. This week's Spotlight features Tim Crossley, managing director of Adyton Resources, who discusses the company's three gold projects in Papua New Guinea, including its flagship Feni Island gold-copper project. To learn more, visit: https://adytonresources.com/ All this and more with host Adrian Pocobelli. “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
Critical minerals are back in the spotlight as the global push for access to those supply chains grows – along with the risks for credit and areas like national security. These elements, like lithium and cobalt, are key components of everything from electric vehicles to semiconductors. A subset, called rare earths, have qualities like magnetic powers and high heat resistance. But just because you have them, doesn't mean they are ready for use. There is a complex and expensive extraction and refining process – and China dominates the world's production capacity. Many countries are years away from refining minerals at the same scale domestically. We discuss how critical minerals have become economic levers, spurred by geopolitical and trade tensions, demand for high-tech defense equipment, investment in AI and data centers, and diversification of energy sources. Host: William Foster, Senior Vice President, Sovereign Risk, Moody's Ratings Guests: Atsi Sheth, Chief Credit Officer, Moody's Ratings Claire Li, Senior Analyst, Credit Strategy, Moody's Ratings Related Research: Sovereigns – Emerging Markets - Critical minerals boom offers a step up the value chain if structural constraints ease 13 July 2026 Flipbook: Critical mineral and material reliance poses risks to US, but policy support offers relief, 5 November 2025 Critical minerals – China: A detailed view of the sector, 12 June 2025 Artificial Intelligence – Rare earth metals: China's dominance of critical minerals supply chain creates vulnerabilities for tech firms, 2 July 2025 Moody's Emerging Markets Credit Risk Insights & Analysis © 2026 Moody's Corporation and/or its licensors and affiliates. All rights reserved. Go to www.moodys.com/pages/globaldisclaimer.aspx for complete legal terms and conditions governing use of Moody's information made available in this video. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Interview with Nicholas Holthouse, MD of Mont Royal ResourcesOur previous interview: https://www.cruxinvestor.com/posts/mont-royal-resources-asxmrz-ashram-pea-nears-as-capex-slashed-50-and-fluorspar-upside-emerges-10160Recording date: 8th July 2026Mont Royal Resources Limited (ASX:MRZ, TSXV:MRZL) has used the past month to substantiate its case as a scale rare earths developer positioned to help address Western critical minerals supply gaps. The centrepiece is an updated Preliminary Economic Assessment for the company's 100%-owned Ashram Rare Earths and Fluorspar Project in Nunavik, Québec, released and followed by the formal NI 43-101 Technical Report required under Canadian disclosure rules.The updated PEA confirms Ashram as a 30-year, large-scale development. On a post-tax basis, the project delivers an NPV8 of C$2.03 billion, an IRR of 22.0%, and payback of 3.9 years from the start of production; pre-tax figures are stronger, at C$3.44 billion NPV8 and 25.6% IRR. Life-of-mine revenue is forecast at C$24.6 billion, with EBITDA of C$15.5 billion (a 62.7% margin), driven by average annual production of approximately 17,466 tonnes of saleable rare earth oxide, including roughly 4,035 tonnes of NdPr oxide. Initial capital expenditure is estimated at C$1.23 billion, including a 30% contingency, with the Company also anticipating C$342 million in refundable Clean Technology Manufacturing tax credits.The updated Mineral Resource Estimate totals 204.3Mt (73.2Mt Indicated at 1.89% TREO and 131.1Mt Inferred at 1.91% TREO), with the mine plan drawing on only around 25% of that base over its 30-year life leaving room for future expansion, including the currently excluded BD-Zone. NdPr, the primary magnet metal pairing, represents approximately 21% of the resource's total rare earth oxide content, a distribution that positions Ashram to supply the higher-value end of the rare earth basket into markets forecast to grow at 8-12% annually through 2050.Beyond the economic study, Mont Royal is managing two other active workstreams. First, the company acknowledged an independent, Nation-led initiative from the Naskapi Nation of Kawawachikamach to evaluate potential regional access corridor options, a process Mont Royal says it respects but does not control, running in parallel to its own engagement with Inuit, Naskapi and Innu communities on Ashram-related infrastructure. Second, the company's 75%-owned Northern Lights Minerals project is undergoing a helicopter-supported gold till-sampling survey across the Chateaufort Property, targeting ground directly along strike from Benz Mining's 1,005,000oz Eastmain gold deposit, with preliminary data expected in August 2026 and a full report in Q3.For investors, the key considerations are straightforward. On the positive side: a resource base and NdPr distribution that stack up well against global peers, PEA economics that clear the bar for progression to Pre-Feasibility Study, and access to Canadian government funding support, including the anticipated tax credit allocation. On the risk side: the PEA carries a ±50% accuracy range typical of scoping-level studies, no off-take agreements or committed financing are yet in place against the roughly C$1.23 billion initial capital requirement, and the assumed third-party access-road cost model has not yet been formalised into an infrastructure agreement. Permitting is expected to take several years given the project's location within federally and provincially regulated territory under the James Bay and Northern Québec Agreement.The Company has targeted the second half of 2026 for the start of Pre-Feasibility Study work, alongside continued permitting, environmental baseline studies, and strategic partnership discussions as the next set of milestones to track.View Mont Royal Resources' company profile: https://www.cruxinvestor.com/companies/mont-royal-resources Sign up for Crux Investor: https://cruxinvestor.com
In today's episode, we'll examine the state of Europe-China relations and the trajectory of the EU's policy toward China at a pivotal moment. The EU-China relationship has become increasingly complex and contentious. The growing trade imbalance is among the top priority issues: The EU had a record trade deficit in goods with China of 360 billion Euros last year. China's support for Russia's war in Ukraine also remains a major concern. At the same time, uncertainty in the transatlantic relationship has prompted debate across Europe about strategic autonomy, de-risking, and whether the EU should recalibrate its approach toward Beijing. We'll discuss the outcomes of the recent European Council meeting, debates taking place within Europe, and what we should expect in EU-China relations going forward. To make sense of where EU policy toward China is headed, we are joined by Noah Barkin, Visiting Senior Fellow at the German Marshall Fund, Senior Advisor at Rhodium Group, and author of the fantastic Watching China in Europe newsletter, which you can read on Substack. Timestamps: [00:00] Introduction [01:38] Partner, Competitor, and Systemic Rival: Accurate or Obsolete? [03:36] How Europe is Responding to Trade Imbalances [06:26] European Council Meeting Outcomes [09:53] EU-China Trade and Investment Consultation Mechanism [12:30] Germany's China Policy [19:57] EU's Top Concerns About China [23:45] Transatlantic Tensions Influencing EU-China Relations [28:05] The Future of EU-China Relations
In this latest OIES podcast Michal Meidan talks to Henry Sanderson about his paper: “China and Rare Earth Supply Chains: Export Controls, Dual-Use Governance and UK Exposure”. Henry and Michal explore how China built unprecedented control over the rare earths value chain, how Beijing is now weaponising its dominance through targeted export controls on key […] The post OIES Podcast – China's dominance and weaponisation of rare earth supply chains appeared first on Oxford Institute for Energy Studies.
Interview with Kurt Budge, CEO of Leading Edge Materials Corp.Our previous interview: https://www.cruxinvestor.com/posts/leading-edge-materials-tsxvlem-heavy-rare-earth-asset-sets-production-timeline-8642Recording date: 30th June 2026Leading Edge Materials Corp. (TSXV:LEM) has secured a 25-year Exploitation Concession from the Swedish government for its Norra Kärr heavy rare earth elements project, an outcome the company frames as the most consequential regulatory milestone in its history. The decision follows 15 years of technical work and formal endorsements from Sweden's Mining Inspectorate, the Geological Survey of Sweden, and county administrative boards, and it fundamentally changes the nature of the investment case: Norra Kärr moves from a project defined by permitting uncertainty to one defined by financing and offtake execution.The core of the opportunity lies in the composition of the resource. Norra Kärr holds a high concentration of dysprosium, terbium and yttrium, heavy rare earths essential to permanent magnets used in electric motors, wind turbines and defence equipment, at a time when the European Union has no domestic rare earth production of its own. Independent research from Edison Group has ranked Norra Kärr third globally among comparable deposits on a dysprosium-equivalent basis and assigned the project a risked NPV10 of approximately $900 million. Investors should note this valuation is based on 2026 analysis and predates some of the more recent shifts in ex-China pricing for heavy rare earths, which have widened materially relative to Chinese domestic prices as buyers seek supply independent of Beijing's export licensing controls. Management has an updated prefeasibility study underway that is expected to incorporate current pricing.CEO Kurt Budge has been explicit about how the lease changes commercial conversations. Where prior discussions with prospective offtake partners and lenders were consistently constrained by the absence of confirmed mining rights, the company can now present Norra Kärr as a de-risked, strategically important asset. This distinction is particularly relevant given that offtake certainty has become an increasingly central requirement for both lenders and equity investors evaluating rare earth projects.The near-term catalyst path is reasonably well defined. Environmental permit preparation, including baseline data collection, is expected to take six to nine months before an application can be submitted, running in parallel with the prefeasibility study update. Management continues to target production within four years and has identified binding offtake agreements as the next material milestone, both for their direct commercial value and for the signal they send to potential financiers.The broader context is one of policy support outpacing available risk capital in Europe, in contrast to more assertive state-backed capital deployment in the United States, illustrated by transactions such as Energy Fuels' acquisition of Germany's Vacuumschmelze. This dynamic underscores both the strategic scarcity value of Norra Kärr and the execution risk that remains: no binding offtake has yet been signed, and the prefeasibility study is not yet complete. For investors, the lease represents a genuine de-risking event, but the pace at which Leading Edge converts this milestone into confirmed financing and offtake agreements will be the key variable to monitor over the coming months.View Leading Edge Materials' company profile: https://www.cruxinvestor.com/companies/leading-edge-materialsSign up for Crux Investor: https://cruxinvestor.com
Send us Fan MailIn this episode of WTR Small Cap Spotlight, Critical Metals Corp.'s Director of Corporate Development and Investor Relations, Tom McNamara, joins WTR's Tim Gerdeman and Dmitry Silversteyn to discuss the company's flagship Tanbreez rare earth project and its path to development. The conversation covers ownership consolidation, commercial partnerships, and accelerated project execution, as well as Critical Metals' broader strategy to build an integrated Western rare earth and lithium supply chain serving defense, advanced technologies, and the global energy transition.
In this episode, host Paul Spain chats with Alain Richardt, founder of Atomic Tessellator. Learn about Alain's unconventional journey from global tech consultancy to bootstrapping world-class innovation from his living room and discover how this Kiwi deep tech startup is using AI and physics-based simulation to design new materials at the atomic level, before they are physically created.Plus, the latest in tech news including:Minister David Seymour urges Pharmac to use more AIRocket Lab Acquires Iridium in $14B Deal to Challenge StarlinkSpaceX plans mobile service to rival U.S. carriersGlobal “Operation Endgame” disrupts cybercrime assembly lineApple price hike due to memory costsAnthropic calls for action over alleged Alibaba Claude cloningA big thank you to our show partners One NZ, Spark, PwC, Workday, 2degrees, Fortinet and Gorilla Technology.
This is AI x Multilateralism, a playlist of conversations at the UN Library & Archives Geneva where we're joined by experts who help us unpack the many ideas and issues at the nexus of AI and international cooperation. The environmental impact of AI systems is becoming clearer and increasingly discussed. But what if we went beyond this to look at how the success of AI is dependent on the earth's resources? In this episode we are joined by Martín Tironi Rodó, Director of FAIR, the Futures of Artificial Intelligence Research Nucleus, and the sociologist of Pontificia Universidad Católica de Chile. He shares why artificial intelligence is deeply interconnected with planetary intelligence, and calls for more research, agency and leadership across Chile and Latin America in shaping the future of AI. Resources: Learn about the Futures of Artificial Intelligence Research (FAIR) Nucleus Discover the Conceptual Cartographies of AI Explore the Hybrid Ecologies Exhibition Discover the exhibition Bajo nuestros pies: The Rare Earths of AI Consult Martin's work and research publications Production: Guest: Martín Tironi Rodó Host, production and editing: Natalie Alexander Julien Podcast Music credits: Music from #Uppbeat (free for Creators!): https://uppbeat.io/t/img/sequence License code: AVHFBHYLV8MCYE1C
Stijn Schmitz welcomes back John Feneck to the show. John Feneck is the CEO of Feneck Consulting Group. The discussion opens with the critical tungsten supply crunch, where China's recent export restrictions, including cutting off Japan, highlight a severe imbalance. John notes that the U.S. has not produced tungsten since 2015, while 85% of global supply comes from China, Russia, and North Korea, posing risks for defense and technology. He sees potential in advanced North American projects, and mentions growing U.S. government interest in securing domestic production. On precious metals, he views the recent sharp correction in silver and gold as a medium-term buying opportunity, with silver likely to hold around $50 after its parabolic rise, and gold's long-term bullish case supported by large bank price targets despite near-term rate-hike uncertainties. He favors producers Silverco and Americas Gold and Silver for their strong plans and management conviction. Turning to copper, near all-time highs, John highlights the supply constraints from long permitting timelines and names Power Metallic, backed by 17 billionaires and exceptional drill results, and PTX Metals, which offers low-cost copper with a pending uranium spin-off. In critical minerals, he mentions Esport Critical for its rare earths, uranium, and copper assets, and First Tolerium for its innovative thermoelectric technology with potential defense and drone applications, showcased at the upcoming DARPA competition. John concludes by describing Feneck Consulting Group's decade-long track record of providing actionable insights, real-time email updates, and investor conferences, emphasizing the value of independent, non-herd thinking in resource investing. Timestamps:00:00:00 – Introduction00:00:42 – Tungsten Market Overview00:02:47 – Global Supply Challenges00:04:06 – North American Tungsten Projects00:07:15 – Defense Applications Importance00:11:55 – Precious Metals Transition00:13:50 – Silver Price Analysis00:16:40 – Gold Market Outlook00:19:00 – Mining Stock Investments00:22:30 – Copper Sector Opportunities00:25:00 – Attractive Producers?00:31:10 – Rare Earths and Emerging Tech00:35:05 – Feneck Consulting Group Guest Links: X: https://x.com/feneckconsult YouTube: https://youtube.com/feneckcommoditiesreport LinkedIn: https://www.linkedin.com/company/feneckcommoditiesreport E-Mail: mailto:john.feneck@yahoo.com Website/Newsletter: https://www.feneckconsulting.com/ Ticker’s Discussed:Gold: Triumph Gold (TSXV:TIG, OTCQB:TIGCF), Norsemont Mining (NOG, NRRSF). Silver: Silverco Mining (TSXV:SICO, OTCQB:SICOF), Americas Gold & Silver (USA, USAS). Tungsten: Guardian Metal Resources (NYSE:GMTL, OTCQB:GMTLF), Western Star Resources (CSE:WSR, OTCQB:WSRIF), Spartan Metals (W, SPRMF). Copper: Power Metallic (PNPN, PNPNF), PTX Metals (TSXV:PTX, OTCQB:PANXF). Special Situations: First Tellurium (FTEL, FSTTF), Eastport Critical (EVI, EVIIF). John Feneck is CEO of Feneck Consulting Group. He began his career in 1992 as an equity analyst for Merrill Lynch's global allocation fund. From 1993 to 2019 he held senior executive roles at Merrill Lynch Funds (now BlackRock) and J.P. Morgan Chase Funds, where he ranked #1 in gross and net sales once at Merrill Lynch and three times at J.P. Morgan (among 40 peers). Since 2017 he has contributed articles to Kitco—becoming a regular contributor in 2021—and has appeared as a featured guest. He's delivered over 250 client seminars and webinars, spoken at 12 global commodities events, and in 2017 joined Sprott's precious metals portfolio-management team. There he developed a proprietary methodology combining technical analysis with direct insights from company management, advocating a “go anywhere” strategy and a diversified portfolio of 25–50 resource stocks to navigate the sector's volatility. In September 2019 he founded Feneck Consulting Group, helping small- and mid-cap metals and mining companies raise brand awareness and advising high-net-worth advisors on market opportunities and risks. He holds Series 7, Series 63, CMFC and CIMA Level 1 certifications (though he is not a licensed advisor) and focuses on consulting. Based in Scottsdale, AZ, he's a single dad to an 11-year-old daughter and spends weekends as a professional musician, athlete and traveler.
Interview with Rupert Verco, CEO, Cobra ResourcesOur previous interview: https://www.cruxinvestor.com/posts/cobra-resources-lsecobr-discovers-high-grade-copper-gold-over-74m-9534Recording date: 24th June 2026Cobra Resources is advancing what it describes as Australia's only rare earth project suited to in situ recovery (ISR), a mining method that offers lower capital costs, reduced environmental impact, and faster development timelines compared to conventional techniques. Located in South Australia, the project has recently confirmed mineralisation across two prospects through sonic core drilling, supporting progress toward a maiden mineral resource estimate.A defining feature of the project is its high-value rare earth composition. Approximately 43% of the mixed rare earth carbonate (MREC) basket consists of heavy rare earths, including nearly 5% dysprosium and terbium—elements critical for electric vehicles and wind turbines and typically more valuable than light rare earths. This positions Cobra competitively among global ionic clay projects.Technical results further support ISR viability. Permeability testing has demonstrated strong hydraulic connectivity, with transmissivity rates of around 8 metres per day and 80% tracer recovery within two days. These metrics suggest efficient leach cycles of 30–60 days and support well-field spacing that enhances operational efficiency. Importantly, high tracer recovery also indicates effective containment, a key requirement for regulatory approval.The project may also benefit from natural sulfide oxidation within the orebody, which can generate sulfuric acid in situ. This could offset a significant portion of reagent costs, typically around 30% of operating expenses in ISR projects, improving overall economics.Cobra plans a low-cost pilot study using existing infrastructure and ANSTO's facilities to validate the ISR process, followed by a scoping study. With supportive regulatory conditions in South Australia and proven ISR analogues in similar geological settings, the project presents a differentiated, capital-efficient pathway to rare earth production amid rising global demand for critical minerals.Learn more: https://www.cruxinvestor.com/companies/cobra-resourcesSign up for Crux Investor: https://cruxinvestor.com
00:00 Intro01:22 U.S., China Court Brazil Over Rare Earths03:34 Rubio Meets Gulf Allies to Discuss Iran Deal04:39 Trump Launches Next-Gen Quantum Computing Push06:25 Quantum Computing Could Reshape the Future06:55 Dutch Enter U.S.-Led "Pax Silica" AI Alliance07:52 Blackstone to Invest $30B in Japan AI Data Centers08:21 AI Threat to Cyber Defenses Could Come in Months09:35 Dems Receive $1M in Donations From Firms Linked to China10:36 S. Korea KOSPI Drops Nearly 10 Percent, U.S. Chips Fall11:55 One in Ten Chinese Adults Face Debt Problems12:50 Foreign Investment Into China Falls 8.6 Percent Jan.–May14:06 Taiwan's Vice President Not Afraid to Take on Beijing15:58 Netanyahu: Israel Will Stay in Lebanon as Long as Needed17:20 Hezbollah Weakens as Iran Funding Drops19:26 U.S. Urges Iran to Curb Proxy Violence
In this week's episode of China Insider, Miles Yu looks into the detention of U Min Zin, a US and Myanmar scholar, while attending an academic workshop in Yunnan Province under allegations of espionage, and details the extent of the diplomatic response since and the current state of academic freedom in China. Next, Miles reviews the bilateral trade relationship between the European Union and China, as EU trade officials claim the status quo is not sustainable either economically or politically and seek to rebalance the current goods deficit. Finally, Miles covers the outcomes from the G7 summit, as leaders agreed to coordinate further reductions in reliance on China's critical mineral supply chains, including plans to align stockpiling, and what this initiative will mean for both the global REM market and China going forward. China Insider is a weekly podcast project from Hudson Institute's China Center, hosted by China Center Director and Senior Fellow, Dr. Miles Yu, who provides weekly news that mainstream American outlets often miss, as well as in-depth commentary and analysis on the China challenge and the free world's future.
00:00 Intro00:54 Taiwan Begins Drill Simulating War Scenario02:16 China Sanctions U.S. Rare Earth, Defense Firms04:03 Senators Urge FCC to Probe China-Made Health Wearables05:06 President Trump to Visit China Again05:48 Beijing's New Law Threatens U.S. Citizens07:10 China Implements ‘Ethnic Unity Promotion' Law10:01 Cuban Intel Facilities Show Possible Links to China11:20 U.S. and Uzbekistan Launch Joint Investment Platform12:09 How Taiwanese People Are Preparing for a Chinese Attack12:52 Returning From Wall Street to Taiwan15:27 How China's Rise Put Taiwan in the Crosshairs17:31 Protecting Democracy Through Resilient Societies18:35 Why the World Can't Ignore Taiwan
To discuss, we have Farrell Gregory, a researcher at the Foundation for American Innovation and winner of ChinaTalk's Economic Security essay competition, and Joris Teer, a policy analyst at the EU Institute for Security Studies who authored Beijing's critical raw material weapon – and how to dismantle it. Co-hosting is ChinaTalk's Aqib Zakaria. Our conversation covers... China's critical mineral weapon — How Beijing turned its dominance over rare earths into a tool of economic coercion and why the West is struggling to respond. 25 minerals that actually matter — Why policymakers should focus on the specific materials China can weaponize rather than spreading resources across broad critical mineral lists. Why subsidies alone won't fix the problem — How China's industrial policy, overcapacity, and ability to flood markets make it nearly impossible for Western supply chains to compete without coordinated action. Reshoring the industrial base — The tradeoffs behind rebuilding domestic capacity: higher end-product costs, environmental NIMBYism, skilled labor shortages, and the need for deeper US-European cooperation. The next resource race — How defense, AI, robotics, and energy demand are intensifying competition for critical materials and what the future of allied industrial power might look like. Learn more about your ad choices. Visit megaphone.fm/adchoices
To discuss, we have Farrell Gregory, a researcher at the Foundation for American Innovation and winner of ChinaTalk's Economic Security essay competition, and Joris Teer, a policy analyst at the EU Institute for Security Studies who authored Beijing's critical raw material weapon – and how to dismantle it. Co-hosting is ChinaTalk's Aqib Zakaria. Our conversation covers... China's critical mineral weapon — How Beijing turned its dominance over rare earths into a tool of economic coercion and why the West is struggling to respond. 25 minerals that actually matter — Why policymakers should focus on the specific materials China can weaponize rather than spreading resources across broad critical mineral lists. Why subsidies alone won't fix the problem — How China's industrial policy, overcapacity, and ability to flood markets make it nearly impossible for Western supply chains to compete without coordinated action. Reshoring the industrial base — The tradeoffs behind rebuilding domestic capacity: higher end-product costs, environmental NIMBYism, skilled labor shortages, and the need for deeper US-European cooperation. The next resource race — How defense, AI, robotics, and energy demand are intensifying competition for critical materials and what the future of allied industrial power might look like. Learn more about your ad choices. Visit megaphone.fm/adchoices
Interview with Tim Harrison, Managing Director, Ionic Rare Earths Our previous interview: https://www.cruxinvestor.com/posts/ionic-rare-earth-asxixr-advanced-recycler-targets-china-free-heavy-rare-earth-supply-7871Recording date: 16th June 2026Ionic Rare Earths is advancing its position in the rapidly evolving global rare earth supply chain, driven by Western efforts to reduce reliance on China following export restrictions imposed in 2025. At the center of its strategy is a demonstration-scale recycling and separation facility in Belfast, which processes end-of-life magnets and manufacturing waste into separated rare earth oxides. A key milestone has been the successful validation of these recycled materials in a Ford motor—an industry first for a recycler—alongside a commercial supply agreement with US-based Advanced Magnet Lab, which serves defense-related applications.Although the Belfast plant currently produces only about 10 tonnes of separated oxides annually, it has demonstrated the ability to recover a broad range of elements, including high-value heavy rare earths such as dysprosium, terbium, and yttrium. Prices for these materials have surged sharply since China's restrictions, in some cases increasing multiple times over, significantly strengthening the project's economic outlook.A 2024 feasibility study for a larger £85 million Belfast facility projected annual output of 400 tonnes, with a post-tax net present value exceeding $500 million and an internal rate of return above 40%. Management believes current market conditions could further enhance these returns, though updated figures have not yet been released. The company has secured a £12 million UK government grant and is targeting a final investment decision by September 2026, contingent on completing funding and securing supply and offtake agreements.Looking ahead, Ionic plans to replicate its modular recycling model internationally, prioritizing the United States, where significant investment in domestic magnet manufacturing is expected to generate substantial recyclable waste. The company favors joint ventures to retain control over its technology and material flows. While promising, key risks remain, including scaling production, securing full project financing, and finalizing commercial agreements.Learn more: https://www.cruxinvestor.com/companies/ionic-rare-earths-ltdSign up for Crux Investor: https://cruxinvestor.com
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 Listener Q&A episode of The Wright Report, Bryan answers your sharpest questions on the Iran Peace Memo, walking through exactly why the text still hasn't been released, what we know for certain about the money Iran is already collecting, and why his own CIA sources align with Director Ratcliffe's assessment that the IRGC simply cannot be trusted on its nuclear promises. Bryan also takes on the toughest pushback of the week, including a listener threatening to cancel over his Iran coverage, fielding it directly and on the record. He breaks down the rare earth mineral crisis and whether the US can rebuild its supply chain before a potential conflict with China, explains why climate change has functionally become a religion for the American Left, and shares his view on a domestic terror plot targeting the White House that he believes previews what the next 9/11 will actually look like. Plus, Bryan closes with a question about whether America can survive another 250 years, delivering a blunt, geopolitical case for why the answer is yes, but only if the country deals with the threat he considers more immediate than Iran. "And you shall know the truth, and the truth shall make you free." - John 8:32 Keywords: Wright Report, Bryan Dean Wright, Iran Peace Memo, IRGC, nuclear program, JD Vance, CIA intel, John Ratcliffe, rare earth minerals, China supply chain, US military munitions, Gavin Newsom, climate change Democrats, Ezra Klein, domestic terror plot, drone attack White House, UFC plot, Mossad, Israel Lebanon, American exceptionalism, midterm elections, SpaceX IPO, Gina Rinehart, mining minerals
This content is for informational and entertainment purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.----------------------------------------In This Episode• Climate tech investment reaches $40.5 billion in 2025• Why investors remain bullish on clean energy, grid modernization, and industrial decarbonization• How Nimble is reducing electronic waste through circular consumer products• Phoenix Tailings' mission to build a cleaner domestic rare earth supply chain• Clear Robotics and the future of autonomous electric vessels for waterway management• The role of the Bezos Earth Fund in advancing climate and conservation efforts• How the UNICEF Venture Fund supports frontier technology startups in emerging markets• Finance Earth's approach to unlocking private capital for environmental solutions• Recent funding rounds from Clear Robotics, Campground, and Cocoon Carbon• New research showing AI is creating more technology jobs than it is eliminating across EuropeFeatured OrganizationsCompanies:• Nimble• Phoenix Tailings• Clear RoboticsFunders:• Bezos Earth Fund• UNICEF Venture Fund• Finance EarthRecent Funding Covered• Clear Robotics, $1.75M• Campground, $2.2M• Cocoon Carbon, $15M ----------------------------------------Investing in Impact is powered by Causeartist, a nonprofit media company dedicated to bridging the gap between capital and culture by spotlighting founders, investors, and organizations reimagining how business can serve people and the planet.Through storytelling, events, and open-access education, Causeartist helps create a shared language of impact, inspiring more founders to build with purpose and more funders to invest with intention.By amplifying ideas and innovations across industries, Causeartist transforms awareness into action and cultivates a community where paying it forward is part of the foundation for growth.
Battery Metals Expert Matt Fernley explains the three reasons for nickel's perfect storm. Matt also shares insights into the oil market and critical materials markets amidst the Middle East conflict. Other metals market dynamics analyzed are manganese, graphite, aluminum, cobalt and rare earths. 00:00 Intro 00:40 Middle East Fallout 04:17 Inflation and Demand 07:38 Nickel Market Reset 10:26 Manganese Cathodes 12:59 Oil Majors in Lithium 18:45 Graphite Reality Check 26:40 Price Floors and Policy 29:25 Rare Earths and M&A 34:42 Picking Metals Ahead 38:02 About RK Equity RK Equity: https://rkequity.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/
Episode 4142 │ June 10, 2026 China has used pandas as a precision geopolitical weapon for 1,400 years. The same strategy that sent bears to Nixon sent Trump to Beijing. Part Four of the Panda Gambit series moves from symbol to weapon, documenting 1,400 years of Chinese panda diplomacy as a precision instrument of state power — from Empress Wu Zetian's 658 AD deployment to Japan through Nixon's National Zoo gift to the 2023 mass global recall that mapped China's alliance structure in real time. Scott Kesterson unpacks the five mythological layers of the Pixiu — the panda's imperial name — including its roles as military sovereignty marker, wealth accumulator, cosmic axis, war-stopping authority, and legitimacy seal, and explains why the panda's black and white markings physically embody the Yin-Yang of Heaven's Mandate. The episode exposes the China Wildlife Conservation Association, the opaque nonprofit receiving $32.5 million annually in unaudited panda lease revenue from 32 countries, whose council includes executives from traditional Chinese medicine pharmaceutical companies documented using endangered animal parts, and whose illegal branches were wildlife breeding committees — not administrative offices. Scott then traces the 125-year thread from the 1901 Boxer Protocol indemnity through the founding of Tsinghua University on returned American funds to Stephen Schwarzman's personal endowment of a reverse scholarship program at the same institution — with Schwarzman seated in the Beijing summit delegation in May 2026. The episode closes by laying the rare earth fuse for Part Five: China controls 99% of global samarium, 79% of tungsten, and has tightened export controls in a calculated sequence from 2023 to 2025 — leaving the US military unable to rebuild Tomahawk and THAAD inventories without Chinese permission after the Iran campaign burned ten years of production. KEY QUESTIONS ADDRESSED What are the five mythological layers of the Pixiu — the panda's imperial name — and why does its presence or absence in a foreign capital signal peace or war under Chinese cosmological doctrine? What do the financial records of the China Wildlife Conservation Association actually reveal — and why are traditional Chinese medicine pharmaceutical executives sitting on its council? What is the 125-year thread connecting the Boxer Protocol indemnity, Tsinghua University, Stephen Schwarzman, and the May 2026 Beijing summit? How did China build a structural rare earth dependency into the US military supply chain over 30 years — and what does it cost America to rebuild after the Iran campaign? Why did an American president fly to Beijing rather than the other way around — and what did Xi say in his opening sentence? ABOUT BARDSFM BardsFM is a daily independent podcast covering faith, liberty, history, and information warfare. Hosted by Scott Kesterson — combat veteran, documentary filmmaker, and rancher. Over 4,100 episodes and 50 million lifetime downloads. New episodes every weekday. bards.fm Bards Nation Health Store: www.bardsnationhealth.com MYPillow promo code: BARDS >> Go to https://www.mypillow.com/bards and use the promo code BARDS or... Call 1-800-975-2939. EMPShield protect your vehicles and home. Promo code BARDS: Click here Treadlite Broadforks...best garden tool EVER. Promo code BARDS26: TreadliteBroadforks.com EnviroKlenz Air Purification, promo code BARDS to save 10%: www.enviroklenz.com Morning Intro Music Provided by Brian Kahanek: www.briankahanek.com Founders Bible 20% discount code: BARDS >>> TheFoundersBible.com Windblown Media 20% Discount with promo code BARDS: windblownmedia.com White Oak Pastures Grassfed Meats, Get $20 off any order $150 or more. Promo Code BARDS: www.whiteoakpastures.com/BARDS Mission Darkness Faraday Bags and RF Shielding. Promo code BARDS: Click here If you wish to support this podcast directly you can donate here... DONATE: Click here Mailing Address: Xpedition Cafe, LLC Attn. Scott Kesterson 591 E Central Ave, #740 Sutherlin, OR 97479
Live June 11, 2026 | Yaron Brook ShowTACO; Rare Earth; Golden Age; FISA; DEGrowth; Milei; Achievement | Yaron Brook Show
Rare earths are having a moment. And if you work anywhere near clean energy, batteries, EVs, data centers, defense, or domestic manufacturing, this conversation should be on your radar.And, when it comes to rare earths (aka critical minerals), it seems everyone talks about mining.But according to Mark LaVerghetta, that's not where the real critical minerals challenge lies.Nico got a chance to sit down with Mark, co-founder of ReElement Technologies, in person finally, and learned that the true bottleneck in the clean energy transition is refining. You can dig rare earth elements out of the ground, but they still need to be separated, purified, and transformed into the high-purity materials used in batteries, EVs, defense systems, data centers, and advanced electronics.Today, much of that refining capacity remains concentrated overseas (yes, largely China), creating vulnerabilities that extend far beyond clean energy. As AI accelerates demand for advanced materials and geopolitical tensions reshape global trade, domestic refining has become a matter of economic resilience and national security.Mark explains why ReElement is pursuing an "innovation, not imitation" approach to rare earth processing, using chromatography to create a more flexible and scalable refining platform designed to respond quickly to shifting market needs.Expect to learn:
Alan Tonelson argues the Beijing summit achieved little, noting no shifts in Taiwan policy or tariffs. Tonelson and Gordon Chang emphasize China's economic distress, manufacturing overcapacity, and strategic reliance on rare earth minerals. (8/16)1959 MONTREAL
At one point in history, one U.S. company monopolized the rare earths industry. Then China took over the industry. Can the U.S. bring it back?Rare earths are critical to making, like, everything. From smart phones to electric vehicles to microwaves. They've also become a powerful political weapon for China, which controls the majority of mining and processing of rare earths. Today, we have the story of the rise and fall of America's rare earth industry told through that single company. It's a corporate saga made for prestige television about the elements that literally, once, made prestige televisions. Live event info and tickets here. Pre-order the Planet Money book and get a free gift. / Subscribe to Planet Money+Listen free: Apple Podcasts, Spotify, the NPR app or anywhere you get podcasts.Facebook / Instagram / TikTok / Our weekly Newsletter.This episode was produced by Emma Peaslee and edited by Marianne McCune. It was fact-checked by Sierra Juarez and engineered by Cena Loffredo and Jimmy Keeley. Alex Goldmark is Planet Money's executive producer.See pcm.adswizz.com for information about our collection and use of personal data for sponsorship and to manage your podcast sponsorship preferences.NPR Privacy Policy
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