Podcasts about rare earths

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

Shoot us a Text.Episode #1084: Today we unpack the Senate's plan to fast-track the end of EV tax credits, the global rush to secure rare earth magnet supply, and how small business owners are battling a new wave of AI-powered scams.Show Notes with links:Congress is fast-tracking the elimination of federal EV tax credits, creating waves across the auto retail and manufacturing sectors. A new Senate bill proposes ending both new and used EV credits by September 30, 2025.The Senate plan accelerates the credit phaseout, bypassing both House and prior Senate timelines.Lucid's CEO warns the change “would make it very difficult for new players in the market.”The bill also ends penalties for CAFE standard noncompliance, easing burdens on legacy automakers.Dealers are concerned; roughly 140,000 EVs sit on lots.NADA:“If EV tax credits are going to be repealed, NADA urges Congress to include a reasonable transition period.”China's latest export restrictions have flipped the rare earths market on its head—sending automakers scrambling for alternatives and giving non-China suppliers the spotlight.After Beijing tightened exports of key magnet materials in April, Western buyers are now urgently securing non-Chinese supply chains.Neo Performance Materials in Estonia has seen surging demand at a $10–$30/kg premium for non-China magnets.Korean and European firms are also investing in alternative sources, even paying 15–30% more to ensure supply.Industry insiders warn that premiums too high could kill demand; too low, and new suppliers can't survive.“Customers understand there is a premium… but if that premium gets too big, we're looking at demand destruction,” said Neo CEO Rahim Suleman.Small business owners are facing an alarming new wave of fraud—fueled by generative AI. With tools like ChatGPT and deepfake video tech, scammers can now clone brands, replicate storefronts, and impersonate real people—all with little to no technical skill.One scam targeted knife seller Oishya with a fake giveaway campaign, sending fraudulent offers to 10,000 Instagram followers and duping nearly 100 customers out of shipping fees.A recruiter shared how applicants now use AI avatars to cheat video calls, forcing her to ask for ID and personal questions to confirm they're real.In another case, an engineering firm lost $25 million after an employee was tricked by AI-generated video replicas of his coworkers, including the CFO.“It's like whack-a-mole, but the moles are multiplying,” said one cybersecurity executive.“Doing business online gets more necessary and high risk every year,” said Nima Etemadi of Cake Life Shop. “AI is just part of that.”Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Jonathan Josephs speaks to Philippe Kehren, CEO of chemical multinational company Solvay. His firm sits at the forefront of Europe's efforts to diversify its supply of rare earth metals. These elements are essential to much of modern technology, from mobile phones to medical equipment, car batteries and renewable energy.Currently their supply is heavily dependent on China, which mines around 70% of all rare earth metals, and refines around 90%. Solvay aims to play a significant role in reducing this dependence, by increasing European capacity to mine and refine these materials. However, Mr Kehren says the European Union needs to play its part by introducing incentives for customers to buy from European suppliers rather than their cheaper Chinese competitors. The Interview brings you conversations with people shaping our world, from all over the world. The best interviews from the BBC. You can listen on the BBC World Service, Mondays and Wednesdays at 0700 GMT. Or you can listen to The Interview as a podcast, out twice a week on BBC Sounds, Apple, Spotify or wherever you get your podcasts.Presenter: Jonathan Josephs Producer: Lucy Sheppard Editor: Nick HollandGet in touch with us on email TheInterview@bbc.co.uk and use the hashtag #TheInterviewBBC on social media.(Image: Philippe Kehren. Credit: Dirk Waem/Belga Mag/AFP via Getty Images)

Jun 27, 2025 – How could China's grip on rare earths and strategic materials threaten America's tech and auto sectors? Author and energy expert Robert Bryce joins Jim Puplava to reveal the hidden risks behind tariffs, global supply chains...

Stoked to have Sustainable Dude on the podcast to dive deep into the world of Rare Earth Elements (or REEs). They're messy, complicated, opaque, and rich with opportunity. We talk processing, refining, production, China's dominance, how the West can build its supply chain, and individual stock names. This was terrific. Give Sustainable dude a follow and subscribe to his Substack. It is WELL worth the read. Finally, a big thanks to the following sponsors for making the podcast a reality.MitimcoThis episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. To help the emerging manager community more broadly, they created ⁠⁠⁠⁠⁠⁠emergingmanagers.org⁠⁠⁠⁠⁠⁠, a website for emerging manager stockpickers.For those looking to start a stock-picking fund or just looking to learn about how others have done it, I highly recommend the site. You'll find essays and interviews by successful emerging managers, service providers used by MIT's own managers, essays MITIMCo has written for emerging managers and more!TegusTegus has the world's largest collection of instantly available interviews on all the public and private companies you care about. Tegus actually makes primary research fun and effortless, too. Instead of weeks and months, you can learn a new industry or company in hours, and all from those that know it best.I spend nearly all my time reading Tegus calls on existing holdings and new ideas. And I know you will too. So if you're interested, head on over to ⁠⁠⁠⁠⁠⁠tegus.co/valuehive⁠⁠⁠⁠⁠⁠ for a free trial to see for yourself.TIKRTIKR is THE BEST resource for all stock market data, I use TIKR every day in my process, and I know you will too. Make sure to check them out at ⁠⁠⁠⁠⁠⁠TIKR.com/hive⁠⁠⁠⁠⁠⁠.

00:00 Intro01:39 China Stalls Rare Earth Exports Despite U.S. Deal04:39 Senators Probe CCP-Backed Lawfare Targeting U.S. Energy07:30 Smuggled Fungus to Bioweapons: China's Threat in the West14:51 Two Chinese Nationals Caught Filming U.S. Ship in South Korea15:42 Pretend Workspaces' Are Booming in China — Here's Why17:18 China's Automakers Eye Africa's Potential EV Market19:29 U.S. Diplomat Criticizes Hong Kong Repression

Adrian and Renaud chat about a timely topic, the complex and critical issue of rare earth minerals, focusing particularly on how the US/China trade war has recently influenced their availability. As China controls over 90% of the refined production of rare earth elements, recent developments in trade policies have significant implications for global supply chains, especially in the electronics and electromechanical sectors. We break down what rare earth magnets are and why they matter, how China came to dominate refining and production, and the strategic moves unfolding as both powers weaponize their industrial capabilities.   Show Sections 00:00 – Intro: Rare Earths and the New Supply Chain Threat 00:52 – Why Rare Earth Magnets Matter for Electronics and Military Products 02:57 – China's Dominance in Refining: How It Happened 05:44 – Made in China 2025 and Strategic Mineral Control 08:43 – Trade Tensions, Tariffs, and Semiconductor Export Bans 13:35 – China's Retaliation: Export Restrictions on Rare Earth Magnets 15:20 – Impacts on Automakers and Supply Chain Instability 16:45 – Options for Manufacturers: Stockpiling, Redesign, and Buying Assemblies 19:45 – Can You Avoid China's Grip? The Harsh Reality for SMEs 23:00 – Final Thoughts    Related content... Exclusive: US-China trade truce leaves military-use rare earth issue unresolved | Reuters China's rare earth magnet shipments halve in May due to export curbs | Reuters JLR-owner Tata Motors says no panic on rare earth curbs, EV launches on track | Reuters Tech Companies Depend on China for Rare Earths. Can That Change? | WSJ Why China's control of rare earths matters | FT   Get in touch with us Connect with us on LinkedIn Contact us via Sofeast's contact page Subscribe to our YouTube channel Prefer Facebook? Check us out on FB Get in touch with us Connect with us on LinkedIn Contact us via Sofeast's contact page Subscribe to our YouTube channel Prefer Facebook? Check us out on FB

The U.S. and China struck a deal that could reshape everything from smartphones to fighter jets. Plus, Trump claims Iran's nuclear program was obliterated, but some senators remain skeptical. A classified briefing raised new questions about the extent of damage caused by the strike. Also, the Supreme Court wraps up its term with decisions that could impact Americans' vote, their kids and their health care. These stories and more highlight your Unbiased Updates for Friday, June 27, 2025.

Stephen Grootes speaks to Derrick Roper, co-founder of Novare and MD about the firm's strategic investment in US-based ReElement Technologies, aimed at expanding rare earths refining operations and strengthening Africa's position in the global critical minerals value chain The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape. Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa Follow us on social media 702 on Facebook: https://www.facebook.com/TalkRadio702702 on TikTok: https://www.tiktok.com/@talkradio702702 on Instagram: https://www.instagram.com/talkradio702/702 on X: https://x.com/CapeTalk702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalkCapeTalk on TikTok: https://www.tiktok.com/@capetalkCapeTalk on Instagram: https://www.instagram.com/CapeTalk on X: https://x.com/Radio702CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567See omnystudio.com/listener for privacy information.

Iran Nuclear Destroyed?; Big Beautiful Bil; Powell; Economy | Yaron Brook Show

Nick Hodge, Co-Owner of Digest Publishing and editor of Foundational Profits and Hodge Family Office, joins us for a longer-format discussion on and the macro and micro themes that are continuing to create volatility in the general equities, bonds, and commodities market, and how he has been using these moves to position in oil, copper, nuclear, uranium, and rare earths stocks.   We start off reviewing themes touched upon in our prior discussion where Nick reiterated his stance that general US equity markets would rebound, and that we are not seeing macroeconomic data that is signaling a dive into an immediate recession or depression.  He outlines how there has been improved GDP estimates for Q2 over Q1 and expects that trend to continue.  We've seen inflation ticking up modestly on the back of stronger commodities prices and when that has been paired with the outperformance of the industrials sector, these foreshadow more economic expansion and growth on tap for later in this year, albeit, after a potential summer slowdown.  We talk how the markets so overreacted in the tariff tantrums a couple of months ago, and that despite the pause in the reciprocal tariffs coming off in 2 weeks, that the market is not being as reactionary and has had steady progress to the upside.     Nick remains bullish on oil & gas, copper, nuclear, uranium, and rare earth stocks because is anticipated a continued reflationary trade across the commodities complex.  for fundamental reasons as well as recent pricing strength momentum.  He noted again playing domestic copper and base metals production through companies like Freeport-McMoRan Inc. (NYSE: FCX); he was also active last year and early this year putting capital to work in junior copper exploration companies.   Shifting over to all the macro tailwinds in the nuclear and uranium sector, we discuss the 4 new Trump administration executive orders on the nuclear industry, the new reactor builds announced in New York, Great Britain, the capital being raised by SMR companies including Bill Gates TerraPower, and the further announcements from large technology companies like Meta that is going to partner with Constellation to source more nuclear power to fuel their digital futures.  Nick outlines that while small modular reactor stocks like NuScale Power Corporation (NYSE: SMR), Nano Nuclear Energy Inc (NYSE: NNE), and Oklo Inc (NYSE: OKLO) have surged, that he believes it will be the companies that can supply the market with the necessary nuclear fuel, uranium, that he is most constructive on for future value appreciation.    He mentioned using the sector pullback a couple of months back to add to his position in the junior uranium mining ETF (URNJ) and that he is maintaining positions in Energy Fuels Inc. (TSX: EFR) (NYSE American: UUUU) and Denison Mines Corp. (TSX: DML) (NYSE American: DNN), while researching companies like IsoEnergy Ltd. (NYSE American: ISOU) (TSX: ISO) and Homeland Uranium Corp. (TSXV: HLU) (OTCQB: HLUCF) as domestic North American companies that can benefit from the coming price response to the clear supply/demand imbalances in the market.   The discussion on Energy Fuels, also brings in their exposure to producing rare earths, and how this is still a part of the commodities sector that he remains bullish on moving forward.  Nick reminds listeners of one of the ways he has been playing rare earths recycling through a position in CoTec Holdings Corp. (TSXV:CTH)(OTCQB:CTHCF), and how this position has been performing quite well over the last few months.   Click here to follow Nick's analysis and publications over at Digest Publishing

Sean Brodrick, Editor of Wealth Megatrends and contributing analyst to Weiss Ratings Daily, joins us to review the macroeconomic market movers he is watching and he outlines why he is still bullish but holding off on adding to positions in gold, silver, and copper stocks, but that he has been adding to positions in dividend-paying oil stocks and rare earth stocks.   We start off looking at the financial macroeconomic factors coming back into focus this week and moving forward, now that some of the recent noise from geopolitics has faded back down.  He is not convinced in that the tariff implications are behind us, but believes the market is largely shrugging off the pause coming off of the reciprocal tariffs, and that it is likely that many of them just get pushed off further into the distance. He believes the large upcoming tax and spending bill in the US is going to mean more debt and deficits, which is a negative longer-term, but that the tax cuts are seen as a market boon because they will allow citizens to hang onto more of their own money, and thus those excess funds will find their way into the stocks markets.  Sean notes the continued weakness we've in the US long bond, US dollar, and business guidance through year end.   We discussed the fact that the gold price had surged higher in April, well before the geopolitical conflict even began between Iran and Israel, so there wasn't really any war premium to come out of the PMs, despite those recent narratives being spun. Sean noted that after seeing gold channeling sideways the last couple of months at historically very high levels, that it needed to rest. In a similar sense, after Silver broke up through long-term $35 resistance, and got up to hit $37 briefly, that it made sense for it to pull back down and retest the area of the breakout, and that this is healthy overall.   With regards to the precious metals equities, Sean is mostly holding onto the names that he and his subscribers have purchased over the last few months, but did sell his Equinox Gold Corp.(TSX: EQX) (NYSE American: EQX) position a few weeks back to free up some funds to be able to rotate down into more gold developers and silver stocks once he believes this current pullback has bottomed.   Next we shifted over to the steadily climbing copper price, noting that we've actually seen some life in the copper junior stocks, where (COPJ) has been outperforming (COPX) or (ICOP).   While he agreed this move higher in copper and the copper equities has been positive, and based on strong fundamental drivers, he's not that animated by investing in the copper juniors, and hasn't traditionally fared well in them.   Wrapping up, Sean did mention that he has been animated accumulating the better run intermediate oil stocks that pay good dividends even at current WTI oil prices, and specifically mentioned Granite Ridge Resources, Inc. (NYSE: GRNT) as an example of the type of oil stock that has his attention.   We also discussed why he is bullish on rare earth stocks that have exposure to downstream processing and separation, and he highlighted why he likes MP Materials Corp. (NYSE: MP).   Click here to follow along with Sean's work at Weiss Ratings Daily and Wealth Megatrends   Click here to learn more about Resource Trader

Kerry Lutz speaks with Louis O'Connor of Strategic Metals about the critical role of rare earth and technology metals in both economic growth and military strength. Louis explains how his company has been supplying these metals to major manufacturers like Tesla and Apple since 1999, and how private investors can now participate with a minimum investment of $10,000. They explore China's dominance in the market, the metals' vital use in AI and defense sectors, and the U.S.'s struggle to develop its own supply chain due to limited metallurgical expertise. Louis stresses education, diversification, and a long-term strategy for investors, and shares how to get in touch for more information. Find Louis here: https://strategicmetalsinvest.com Find Kerry here: http://financialsurvivalnetwork.com/ and here: https://inflation.cafe

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

In 1995, China produced as many rare earth elements as the United States and 10 times more than India. Fast forward 30 years, and China's production capacity is nearly 100 times that of India and six times that of the US. Today, it accounts for over 80 percent of rare earth element imports by India, the US, and South Korea—and its dominance has only grown over the past decade. In high-value products such as permanent magnets, China controls more than 60 percent of the global supply chain. With Chinese trade restrictions increasingly disrupting access to these critical elements, can India—and the world—realistically hope to reduce dependence on Beijing?

Six years ago, Simon Moores, CEO of Benchmark Minerals Intelligence shook the world in a now legendary testimony in front of the US Senate. Then, Simon predicted the exponential growth of batteries and the control that China was starting to exert of the supply chains.Fast forward today, we bring in, Caspar Rawles, Simon's trusted lieutenant, and COO of Benchmark Mineral Intelligence to assess how Simon's predictions panned out. What was prophetic and what never materialized. Benchmark Mineral Intelligence, a London-based Price Reporting Agency (PRA) founded in 2014, specializes in lithium-ion battery and EV supply chains, offering IOSCO-accredited price assessments, supply-demand forecasts, ESG analytics, consultancy, global events, and policy influence.It focuses on critical minerals and recently expanded with Rho Motion, valued at $500M. Caspar talks about the growth of BMI, about the importance of its agreement with ICE, and how he sees the future.Laurent and Gerard conclude on Lithium and Rare Earths. Not really what you expect.

A discussion of trending China news articles published in w/c  9th June. We look at how rare earth minerals may be the deciding factor in this trade war and potentially all trade wars to come. We look at an interview with Huawei CEO Ren Zhengfei who states that Chinese chips are still behind the US and more 'basic research' is needed'. And we catch up with some of the latest developments in Hong Kong regarding the national security law.Links: https://www.reuters.com/world/china/trump-says-china-will-supply-rare-earths-us-allow-students-2025-06-11/https://substack.com/home/post/p-165729238https://paper.people.com.cn/rmrb/pc/content/202506/10/content_30078133.html https://substack.com/home/post/p-165599519https://www.theguardian.com/games/2025/jun/11/hong-kong-police-taiwan-mobile-games-reversed-fronthttps://www.scmp.com/news/hong-kong/education/article/3313909/english-lessons-hong-kong-primary-schools-cover-national-security?utm_source=rss_feedSupport the showSign up for Buzzsprout to launch your podcasting journey: https://www.buzzsprout.com/?referrer_id=162442Subscribe to the Sinobabble Newsletter: https://sinobabble.substack.com/Support Sinobabble on Buy me a Coffee: https://www.buymeacoffee.com/Sinobabblepod

India Hits Jackpot Under Modi - Rare Earths After Oil Discovery | Middle East and West Worried

Rare Earth minerals might not be at the top of your panic list today but when it comes to U.S. national security, it's an issue that has the potential to have the greatest impact on both our way of life and our future security.  It was on the agenda at the recent G7 meeting where world leaders agreed to prioritize a joint strategy to protect critical mineral supply chains.  But is it too little, too late? Tech executive and investor John Watters saw the signs of potential catastrophe years ago and is hitting the panic button with lawmakers and business leaders about just what's at stake. 

Louis O'Connor is the founder of Strategic Metals Invest, where we offer private investors the opportunity to own the upstream raw materials that contribute to trillions of dollars in downstream GDP. SMI has created a marketplace for rare earth metals and technology metals right as the world pivots from oil and gas to metals. Rare Earths have become more important than oil and gas and are the new frontline in geopolitical decisions.Learn more: http://www.strategicmetalsinvest.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-louis-oconnor-founder-of-strategic-metals-invest

Louis O'Connor is the founder of Strategic Metals Invest, where we offer private investors the opportunity to own the upstream raw materials that contribute to trillions of dollars in downstream GDP. SMI has created a marketplace for rare earth metals and technology metals right as the world pivots from oil and gas to metals. Rare Earths have become more important than oil and gas and are the new frontline in geopolitical decisions.Learn more: http://www.strategicmetalsinvest.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-louis-oconnor-founder-of-strategic-metals-invest

Ever since Facebook (now Meta) bought WhatsApp for $19 billion in 2014, the question has been, how does the social media giant plan to monetise it? Now, more than a decade later, Meta has announced its biggest plans with WhatsApp yet. Are changes coming to your group chat? Tune in to find out. —------Want to get involved in the podcast? Record a voice note or send us a message—------Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we've got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)Check out our latest show: Basis Points (Apple | Spotify | YouTube) and read the accompanying Basis Points email—------Looking for some of our favourite research tools?Read our free ETF Investing HandbookDownload our free 4-step stock checklistFind company information on TIKRScreen the market with GuruFocusResearch reports from Good ResearchTrack your portfolio with Sharesight—------In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.—------Equity Mates Investing is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

June 18, 2025 ~ Keith Naughton, Bloomberg auto business reporter, talks with Chris, Lloyd, and Jamie about Ford operating on a "day-to-day" basis due to facing production issues due China's export restrictions on rare earth magnets.

Donate (no account necessary) | Subscribe (account required) Join Bryan Dean Wright, former CIA Operations Officer, as he breaks down today's biggest stories shaping America and the world. Trump Urges Evacuation of Tehran as U.S. Military Assets Move In President Trump calls for Tehran's 17 million residents to evacuate as the USS Nimitz and 31 refueling aircraft reposition toward the Middle East. Trump warns Iran cannot have nuclear weapons and says the U.S. will stay out of the war unless American assets are attacked. Iran's Ayatollah is now urgently seeking peace talks through Arab and Russian intermediaries. Israel Escalates Strikes, Iran's Military Decimated Israeli forces continue bombing Tehran and key military targets. Mossad agents have eliminated top commanders and scientists. Iran's air defenses remain crippled and its missile transport fleet is heavily damaged. Only Fordow, Iran's deepest nuclear site, remains intact. Zelenskyy Asks Trump for Weapons, China Disrupts Supply Chains At a global summit in Canada, Ukraine's President Zelenskyy pleads for U.S. arms. Trump is hesitant, partly due to China's squeeze on rare earth minerals critical to defense production. Although some exports resumed, licenses are limited, and military-grade minerals like samarium remain blocked. America's Rare Earth Emergency and Domestic Production Push Trump may invoke Cold War-era laws to jumpstart domestic rare earth mining in states like Wyoming, California, and Texas. A $120 million loan for a Greenland project signals the urgency of ending China's control over the supply chain. Confusion Over Trump's Immigration Orders Trump calls for ramped-up ICE raids in sanctuary cities but had paused enforcement at farms and hotels just days earlier. Following backlash from business and agriculture, the administration reversed course, then appeared to reconsider again. Meanwhile, a meatpacking plant in Nebraska raided by ICE now sees lines of job applicants, raising new questions about the true labor market. "And you shall know the truth, and the truth shall make you free." – John 8:32   Take your personal data back with Incogni! Use code TWR using the link or at check-out and get 60% off an annual plan: Incogni.com/TWR        

On today's show Andrew and Bill take stock of the US-China trade framework in the wake of last week's negotiations in London. Topics include: US escalations that brought the PRC side back to the table, PRC rare earth leverage that forced a compromise but no additional export control concessions, and variables to watch as trade tensions continue. From there: A survey of the various implications for the PRC as Israel attacks Iran and Wang Yi condemns the violations of Iran's sovereignty. At the end: The FT reports on struggles in the PRC auto industry, the politics of factory closures, another compelling data point undermining Xi rumors, and a Wall Street Journal story about new chip workarounds for PRC firms.

States may face a GST revenue crunch as the compensation cess ends next year, a GST hike may close the funding gap. Also find our reportage on the rush to install an aircraft filter for passengers booking flights following the deadly Air India crash in Ahmedabad. This edition carries an interview with Narayana Murthy and how he thinks the AI-related job losses are overblown. Tune in for these and more in the latest Moneycontrol Editor's Picks.

In a deep-dive segment, Tara and Lee explore the urgent crisis over rare earth minerals—the essential elements powering everything from smartphones and fighter jets to AI dominance. Once a global leader, America's rare earth industry crumbled after environmental regulations in the 1980s, leaving China with near-total control. Now, amid Trump's controversial visa concessions and a proposed $120 million mining investment in Greenland, the U.S. scrambles to catch up. The conversation highlights the geopolitical stakes: a new cold war where the winner of the AI race—China or America—will shape the future of education, defense, tech, and global culture.

Uncover the unseen power behind your everyday tech and global geopolitics in our latest episode on rare earth minerals. We'll demystify what these critical elements are, explore their surprising uses from smartphones to fighter jets, and explain why they're such a hot-button issue in US-China trade negotiations. Get ready to understand why these 'hidden heroes' are shaping the future of technology and international relations. Show Topics What are Rare Earth Minerals: Their definition, why the name is misleading, and what makes them unique. Essential Uses: From electric vehicles and wind turbines to medical devices and defense systems. US-China Trade Dynamics: China's dominance in the supply chain, the leverage it provides, and the ongoing negotiation complexities.

The Ochelli Effect 6-13-2025 Friday Night Open Mic with B Pete part 1 No Aaron or Uncle this week so Friday Night Open Muc did about 3 Hours and we split the podcast in to two pods for you.Intense standard Democrats are Commies, and You can NOT SEE Republicans Demonizing Democracy while Neither have the constitution for The Constitution verbal bash and dash happened for Chuck to let callers speak to each other and a chance at a round-table was as Possible as King Arthur not being fake.Red Blue aall white boys tooall argue over which FAKE NEWS to Witch-Hunt to all lose like a Senator asking the wrong question and getting POLL ICE statated status like good little statists Statistics Tricks?America On ICE While The Cold War On Terror Goes HotHits Putin on Trumps Ukraine RITZ 4a NEW League of Less Than Extraordinary Not So Gentle MenEmpires ALL need Rare Earth from the CommiesOnly Mommies recall That was Black Sabbath's original moniker Mandella Effect Anyone?Jeff Hilliard - Abandon (Official Music Video)https://youtu.be/1Msvs_REB_4?si=6z-eFLD5AZiB4k3wTHE OCHELLI EFFECT WEEKLY READER unique writing and Revised submissions to:info@ochelli.com---The Co-Host WEBSITEhttp://www.bpete1969.com/TWITTER Xhttps://x.com/bpete1969FEDBOOK of META-VERSE CHORUS VERSEhttps://www.facebook.com/bpete1969---KEEP OCHELLI GOING. You are the EFFECT if you support OCHELLIEmail Chuck or PayPalblindjfkresearcher@gmail.comBE THE EFFECTOchelli Link Treehttps://linktr.ee/chuckochelli

Ford Motor CEO Jim Farley says the company continues to struggle to obtain rare earth magnet supplies that are essential to car production and have already forced a temporary shutdown of one of its factories. The supply of the critical components has been trickling out of China, which has instituted a new approval process for exports of rare earths that continues to slow supply lines, Farley saidin an interview with Bloomberg's Matt Miller.See omnystudio.com/listener for privacy information.

Today, Nicole is breaking down the top headlines in finance and how they're affecting your wallet. In this edition of our Wall Street wrap-up: Why car prices are about to spike (again) thanks to a not-so-rare mineral The Bitcoin ETF boom and why crypto is suddenly looking… safe? And what the May jobs report isn't telling you about the job market Plus, Nicole will tell you how these headlines hit your bottom line—and what to do next if you're job hunting, investing, or car shopping. 

In this fiery segment, the host breaks down a so-called "China trade deal" that's anything but. Despite media buzz, key tariffs remain untouched while the U.S. agrees to welcome Chinese students—days after intercepting an alleged Chinese bioweapon. The episode dives deep into how Biden-era rare earth policy left Trump cornered in negotiations, granting China leverage over U.S. supply chains. It also uncovers the true nature of an ICE raid in L.A.—not a simple immigration sweep, but a cartel money laundering bust. As Democrats erupt, connections between cartel operations and political protection are laid bare. This explosive commentary exposes geopolitical betrayal, national security risks, and the corrupt convergence of crime and politics.

00:00 Intro01:02 US-China Rare Earth Deal Awaits Approval03:47 Hegseth: ‘China Is Our Pacing Threat'05:42 Chinese Billionaire Buys Land near Defense Sites06:49 Chinese Agent to Be Sentenced for Running Police Outpost07:33 What Do Secret CCP Police Outposts Do?10:39 Experts Spot Signs That Xi's Power Is Weakening13:46 Rep: Adversaries Aggressively Target Infrastructure19:29 Chinese National Smuggled US Arms to N. Korea20:33 China: Sharpest Factory Price Drop in Nearly 2 Years

P.M. Edition for June 11. China's lock over rare-earth magnet exports helped bring the U.S. back to the bargaining table over trade. WSJ economic policy reporter Gavin Bade discusses how China gave the U.S. some access in the tentative deal, but kept some control, which gives it leverage in future trade negotiations. Plus, arrests grow as more cities plan demonstrations after the unrest in Los Angeles. Journal reporter Sara Nassauer explains how Home Depot became Ground Zero in President Trump's deportation push. And U.S. consumer prices rose slightly in May, defying fears that tariffs would have driven up prices. WSJ investing columnist Spencer Jakab talks about what that means for the Fed's meeting next week. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

In the trade war between the United States and China, the biggest sticking point is a handful of metals that are essential to the U.S. and almost entirely under the control of China.The problem is, China has now cut off America's access to those metals, threatening American industry and the U.S. military. Keith Bradsher explains how the United States became so dependent on China for these metals in the first place, and just how hard it will be to live without them.Guest: Keith Bradsher, the Beijing bureau chief for The New York Times.Background reading: China produces the entire world's supply of samarium, a rare earth metal that the United States and its allies need to rebuild inventories of fighter jets, missiles and other hardware.What to know about China's halt of rare earth exports.For more information on today's episode, visit nytimes.com/thedaily. Transcripts of each episode will be made available by the next workday. Photo: Bert van Dijk/Getty Images Unlock full access to New York Times podcasts and explore everything from politics to pop culture. Subscribe today at nytimes.com/podcasts or on Apple Podcasts and Spotify.

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.0:00 Boring Weather Market3:28 US/China Update6:30 "The Funds"7:41 China Pathogen Smugglers8:40 Fake Screwworm Investigation

Plus: President Trump deploys the National Guard to Los Angeles as clashes between protesters and law enforcement continue. And Apple prepares to kick off its annual developers conference. Luke Vargas hosts. Sign up for WSJ's free What's News newsletter.  Learn more about your ad choices. Visit megaphone.fm/adchoices

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

Headlines:  – Welcome to Mo News (02:00) – Trump Vs. Musk: The Real Implications Of A Public Feud (04:00)  – Supreme Court Rules for Straight Woman in Job Discrimination Suit (19:10) – Supreme Court Blocks Mexico's Suit Against U.S. Gun Makers (21:40) – Trump Administration Ends Emergency Abortion Requirement for Hospitals (23:20) – Trump Says He Discussed Trade, Rare Earths in Call With China's Xi (26:00) – Israeli Forces Recover Bodies of 2 Hostages With U.S. Citizenship Held In Gaza (28:00) – What Will Humans Be Like in 1,000 Years? A Historian Has a Surprising Answer (28:50) Interview: Yuval Harari & Ari Melber – What We're Watching, Reading, Eating (35:00) Thanks To Our Sponsors: – Aura Frames - $30 off best-selling Carver Mat frames | Promo Code: MONEWS – LMNT - Free Sample Pack with any LMNT drink mix purchase – Sonic Power - 20% off | Promo Code: MONEWS – Surfshark - 4 additional months of Surfshark VPN | Code: MONEWS – Industrious - Coworking office. 30% off day pass – Athletic Greens – AG1 Powder + 1 year of free Vitamin D & 5 free travel packs – Incogni - 60% off an annual plan| Promo Code: MONEWS – Saily - 15% off any data plan | Promo Code: MONEWS

In the electrifying conclusion to Tom Bilyeu's conversation with ex-CIA officer Andrew Bustamante, the lens widens to encompass today's global flashpoints. Andrew applies his framework of power, leverage, and outcomes to the powder keg of present-day geopolitics. From Covid conspiracies and biological warfare, to the rise of China, the fate of the U.S. dollar, and the shifting allegiances shaping the 21st century, Andrew breaks down how world leaders really make decisions—far removed from conventional morality. This part takes a deep dive into modern conflict zones including Russia-Ukraine, the Israel-Palestine crisis, and the West's declining grip amid new authoritarian contenders. Tom and Andrew wrestle with the hard questions: Are chemical and biological weapons just another leverage tool? Why are democracies struggling while strongman regimes rise? And what does the America-first, leverage-maximizing approach actually look like in real time? Buckle in for a rapid-fire tour through the next era of global power, what it has to do with everyday life, and why understanding the "spy playbook" has never mattered more. SHOWNOTES41:06 South Africa, Racism, and the Realpolitik of Moral Authority44:22 Mineral Rights, Intelligence, and Considering Long-Term Strategy46:35 Gain of Function, Covid, and the Hard Truth About Bioweapons52:21 Sacrifice and Power—Would Governments Trade Millions for Leverage?56:29 The Powder Keg of 2024: India, Pakistan, Russia, Gaza, and Beyond57:58 The End of American Supremacy and Rise of the New Power Bloc60:11 Democracy vs. Strongman: The Global Leadership Struggle62:19 Europe's Identity Crisis: Allies, Dependency, and Internal Division70:42 China's Long Game, Rare Earths, and U.S. Manufacturing Dilemma79:44 Porter's 5 Forces and The New Economic Wars81:58 Iran's Position, Proxy Wars, and Shifting Middle Eastern Power86:24 Western Values: Will They Defend Them or Fade?91:04 Trump's Geopolitical Report Card and the Future of American Strategy92:55 Where to Follow Andrew Bustamante CHECK OUT OUR SPONSORS Vital Proteins: Get 20% off by going to ⁠https://www.vitalproteins.com⁠ and entering promo code IMPACT at check out ButcherBox: New users that sign up for ButcherBox will receive their choice between steak tips, salmon, or chicken breast in every box for a year + $20 off their first box at ⁠https://butcherbox.com/impact⁠ Monarch Money: Use code THEORY at ⁠https://monarchmoney.com⁠ for 50% off your first year! Netsuite: Download the new e-book Navigating Global Trade: 3 Insights for Leaders at ⁠http://NetSuite.com/Theory⁠ iTrust Capital: Use code IMPACTGO when you sign up and fund your account to get a $100 bonus at ⁠https://www.itrustcapital.com/tombilyeu⁠  Jerry: Stop needlessly overpaying for car insurance - download the Jerry app or head to ⁠https://jerry.ai/impact FOLLOW ANDREW BUSTAMANTE:YouTube: https://www.youtube.com/@EverydaySpyTwitter: https://twitter.com/EverydaySpyInstagram: https://www.instagram.com/everydayspy/Website: https://everydayspy.com/⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices