Podcasts about rare earths

In this episode of the Planet MicroCap Podcast, I spoke with John Petrides, Portfolio Manager at Tocqueville Asset Management. We take a step back and examine the broader market landscape—from record concentration in mega-cap tech to the evolving AI investment thesis and the growing geopolitical and fiscal risks shaping today's capital markets. We discuss why the S&P 500's historic concentration may be creating hidden risks for passive investors, how the AI story is shifting from infrastructure providers to real-world adopters across industries, and why geopolitical flashpoints like Taiwan could represent the market's most significant systemic risk. We also explore the implications of rising U.S. deficits and higher interest rates for fixed income investors, and why the growing valuation gap between large-cap tech and the rest of the market may be setting the stage for renewed opportunity in small and micro-cap stocks—particularly those with strong balance sheets and exposure to hard assets like energy and critical minerals. We mention several companies and sectors during this conversation, and I'm not a shareholder in any of them. For more information about Tocqueville Asset Management, please visit: https://tocqueville.com/ Chapters: 00:00 Introduction and Market Landscape Overview 01:00 Market Surprises Since Spring 2023 02:09 Impact of AI Spending and Geopolitical Risks 03:10 Market Concentration and Sector Valuations 04:07 Opportunities in Healthcare and Small Caps 05:08 Portfolio Construction Amid Macro Uncertainty 06:05 International Diversification and Valuation Dispersion 07:02 Market Narrative Cycles and Signal Filtering 07:59 Long-Term Investing Principles and Market History 09:03 Market Structure and Price Discovery Risks 10:07 Key Market Mispricings and Sector Disconnects 11:06 Government Involvement and Sector Evaluation 12:04 Opportunities in Undervalued Sectors and Small Caps 13:02 Discipline and Focus in Rapid Information Environments 13:56 Fundamental Signals for Microcap Investment 15:07 Institutional Ownership and Market Movements 16:05 Impact of Government Actions on Market Sectors 17:04 Risks in Geopolitics and Long-Term Bonds 18:00 Microcap Market Inefficiencies and Opportunities 18:59 Market Disconnects and Investor Attention 19:57 AI Spending and Geopolitical Risks Revisited 20:53 Valuation Opportunities in Low-Margin Businesses 21:54 Underappreciated Risks: Taiwan and Capital Flows 23:06 Macro Trends and CapEx Quality Concerns 24:04 Microchip Supply Chain and Geopolitical Tensions 25:02 Interest Rates, Deficits, and Fiscal Risks 26:03 Active Bond Strategies and Long-Term Risks 26:59 Underestimated Geopolitical and Market Risks 27:46 AI CapEx and Cost Structure Risks 29:05 Microcap Liquidity and Institutional Flows 30:06 Signals of Institutional Interest in Microcaps 31:03 Fundamental Analysis for Microcap Selection 31:59 Emerging Themes in Microcap Space 32:49 Building Resilient Portfolios in Volatile Markets 34:10 Sector Opportunities in Rare Earths and Energy 34:52 Market Discipline and Investor Focus 35:52 Staying True to Investment Principles 37:04 Lessons from Market Crises and Capital Preservation 38:04 Aligning Portfolio with Investor Goals 39:00 Key Principles for Navigating Market Uncertainty 40:05 Final Thoughts and Contact Information Planet Microcap hosts the highest quality in-person microcap events in North America. The mission is to bring the best microcap investors, companies, and allocators together to gather, connect, and grow.; visit https://planetmicrocap.com/ to learn more about our Las Vegas and Toronto events. The purpose of this conversation is for informational and educational purposes only and should not be construed as a recommendation to purchase or sell any security. Planet MicroCap Holdings LLC and MicroCapClub LLC are not registered investment advisors. Planet MicroCap Holdings LLC, MicroCapClub LLC, its partners, contractors, members, subscribers, guests, and affiliates may or may not hold positions in one or more of the securities mentioned on this program and may trade in such securities at any time. Do your own due diligence and seek counsel from a registered investment advisor before trading in any security.

Joness Lang, EVP of Apex Critical Metals, provides an in-depth update on the company's exploration activities in Nebraska and the Rift Rare Earth Project. Joness describes this current drill program within the carbonatite mineralization and its strategic positioning within the US critical minerals landscape.

US To 'Exploit Venezuela's Gold, Silver, & Rare Earths' | Reuters Now that the US has removed Venezuela's president and installed their own choice, not only is the US arranging deals for some of Venezuela's gold, but they also just slipped in some rather intriguing mining reform laws that don't exactly leave the best optics. So you're going to want to see this one, and to find out more, click to watch the video now! - Get access to Arcadia's Daily Gold and Silver updates here: https://goldandsilverdaily.substack.com/ - Join our free email list to be notified when a new video comes out: click here: https://arcadiaeconomics.com/email-signup/ - Follow Arcadia Economics on twitter at: https://x.com/ArcadiaEconomic - To get your copy of 'The Big Silver Short' (paperback or audio) go to: https://arcadiaeconomics.com/thebigsilvershort/ - #silver #silverprice #gold And remember to get outside and have some fun every once in a while!:) (URL0VD)Subscribe to Arcadia Economics on Soundwise

Interview with Mark Chalmers, President & CEO of Energy Fuels Inc.Our previous interview: https://www.cruxinvestor.com/posts/energy-fuels-nyseuuuu-advancing-rare-earth-integration-with-asm-acquisition-9151Recording date: 4th March 2026Energy Fuels Inc. (NYSE:UUUU) is one of the most strategically distinctive companies in the critical minerals space. While most Western rare earth ventures address a fragment of the supply chain, Energy Fuels has spent five years assembling a vertically integrated operation that spans the full value chain: from heavy mineral sands in Australia and Madagascar, monazite processing at its White Mesa Mill in Utah, to separated rare earth oxides, and following the acquisition of Australian Strategic Materials. No other Western company has assembled this complete a picture.The relevance of that distinction has never been greater. China controls an estimated 85–90% of global rare earth processing capacity, and Western governments, particularly the United States and Australia, have identified this dependency as a critical strategic vulnerability. Policy support, government financing programmes, and demand from original equipment manufacturers seeking non-Chinese supply are all converging to create the market that Energy Fuels has been building toward.The company's rare earth strategy is technically differentiated in an important way. By processing monazite rather than bastnäsite, Energy Fuels produces both light and heavy rare earth elements. Heavy rare earths, particularly dysprosium and terbium, are essential for the high-performance permanent magnets used in electric vehicles, wind turbines, and defence systems. This positions Energy Fuels in a part of the market where supply scarcity is most acute and strategic urgency is highest.Near-term, uranium is the business. Energy Fuels is guiding for up to 2.5 million pounds of uranium production (the highest of any US-based producer) at competitive costs, against a backdrop of firming uranium prices driven by a structural global supply deficit. This uranium revenue stream funds the rare earth build-out without requiring the company to dilute aggressively or rely entirely on external capital markets.On the financing front, the picture has changed materially. A Goldman Sachs-arranged convertible note, completed at just 0.75% interest in under one week, has pushed deployable capital to nearly $1 billion. The company's total build-out requirement is estimated at $2 billion, a figure that seemed ambitious 18 months ago but is now regarded by management, and increasingly by investors, as achievable through a combination of capital markets access, offtake agreements with floor price structures, and potential government support from the US and Australian governments.The two flagship projects: the Phase Two rare earth expansion at White Mesa, and the Vera heavy mineral sands project in Madagascar to carry a combined NPV of close to $4 billion and a combined EBITDA potential of $800–$900 million per year at steady-state. Full rare earth revenues are targeted from 2028–2030, making this a medium-to-long-term investment thesis.For investors with a 3–5 year horizon and conviction in the structural ex-China critical minerals demand story, Energy Fuels offers a rare combination: a producing uranium business generating real revenues today, and a rare earth platform with genuine scale, technical depth, and improving financial visibility. The build-out is complex and multi-year, but the pieces finally are falling into place.View Energy Fuels' company profile: https://www.cruxinvestor.com/companies/energy-fuelsSign up for Crux Investor: https://cruxinvestor.com

American Resources Corp Executive Vice President Mark LaVerghetta joined Steve Darling to announce that the company's subsidiary ReElement Technologies has expanded its pre-processing capabilities with the procurement of additional equipment and processing capacity at its Indiana facility. The new processing line significantly enhances the capabilities of Electrified Materials Corporation, enabling it to aggregate, process, and condition magnet materials as well as copper, aluminum, and ferrous metals recovered from end-of-life products and manufacturing scrap. These materials include rare earth element (REE) and other critical mineral feedstocks that will be conditioned into optimal forms for refining. Conditioned rare earth and critical mineral materials will then be supplied to ReElement Technologies for advanced separation, purification, and refining into ultra-high-purity rare earth oxides. Those refined materials are ultimately delivered to downstream manufacturing partners serving electrification, defense, and advanced manufacturing markets. LaVerghetta told Proactive the expansion comes in response to rising volumes of recycled feedstocks being received by EMCO as well as increasing market demand for domestically produced, high-purity rare earth oxides. The near-term expansion is expected to be supported through a private capital raise at the subsidiary level under Regulation D, along with previously announced recycling grant initiatives from the State of Indiana. The capital raise is also intended to support the continued scaling of EMCO's processing capacity ahead of a planned spin-off of Electrified Materials into a stand-alone publicly listed company on a national exchange. #proactiveinvestors #americanresourcescorporation #nasdaq #arec #AmericanResourcesCorp #ReElementTechnologies #ElectrifiedMaterials #MarkLaVerghetta #RareEarths #CriticalMinerals #Recycling #UrbanMining #SupplyChain #BatteryMaterials #CleanTech #AdvancedManufacturing #DefenseTech #CircularEconomy #IndianaManufacturing #RareEarthOxides #MiningInnovation

As our governments, institutions, and the public become more aware of the increasing pressures on material and energy availability, we've simultaneously seen powerful ripple effects for industrial policy, economic planning, and geopolitical dynamics. Parallel to this story are evolving strategies unique to each nation as new lines of power emerge alongside the trends of artificial intelligence, competing demands for rare earth metals, and an increasingly unstable global power balance that underpins all of it. How have these seemingly disparate factors combined to influence recent international events – and how can understanding them help us forecast the future of global governance and power?  In this episode, Nate is joined by financial and economic analysts, Craig Tindale and Michael Every, to discuss the widespread implications of growing geopolitical tensions over scarce resources and the rapidly changing foreign policy and economic statecraft that countries are implementing in response. Importantly, Craig and Michael emphasize the centrality of China and the U.S. as the two superpowers reshaping global alliances, and how industrial capacity and material constraints underpin each move made in their pursuit for dominance. Ultimately, they emphasize the need for clarity and realignment of the goals for economic and industrial policy as we leave behind the era of growth and grapple with a simplifying world. What can the long overlooked story of rare earth metals, energy resources, and industrial capacity tell us about ongoing geopolitical events? How might continued AI development play a key role in the future of economic statecraft and the international balance of power? And finally, how should we re-think what economic growth actually serves in an era of resource constraints, geopolitical competition, and ecological crisis? In other words, what is GDP truly for? (And what is GPT really for?)   About Craig Tindale: Craig Tindale is a private investor who has spent nearly four decades working in software development, business strategy, and infrastructure planning, including in leadership positions at Telstra, Oracle, and IBM. Additionally, he has direct experience working in East-to-West supply chains, including as the CEO and Asia Regional Director for DataDirect Technologies.  He's now pivoted to investing in groundbreaking ideas such as drone reforestation through Air Seed Technologies, and uses his knowledge of Chinese industrial strategy and Western tech demand to identify the choke points in Critical Metals markets. Most recently he released the white paper, Critical Materials: A Strategic Analysis, which offers a systems synthesis on how the race for rare earths and the return of material constraints is shaping geopolitical relationships.    About Michael Every: Michael Every is Global Strategist at Rabobank Singapore analyzing major developments and key thematic trends, especially on the intersection of geopolitics, economics, and markets. He is frequently published and quoted in financial media, is a regular conference keynote speaker, and was invited to present to the 2022 G-20 on the current global crisis.  Michael has over two decades of experience working as an Economist and Strategist. Before Rabobank, he was a Director at Silk Road Associates in Bangkok, Senior Economist and Fixed Income Strategist at the Royal Bank of Canada in both London and Sydney, and an Economist for Dun & Bradstreet in London.   Show Notes and More   Watch this video episode on YouTube   Want to learn the broad overview of The Great Simplification in 30 minutes? Watch our Animated Movie.   ---   Support The Institute for the Study of Energy and Our Future   Join our Substack newsletter   Join our Hylo channel and connect with other listeners  

Riverside Resources Inc CDA CEO John-Mark Staude joined Angela Harmantas at the Prospectors & Developers Association of Canada or PDAC conference in Toronto to share news about the strong momentum the company is seeing at the PDAC conference and how its project generator model is creating opportunities across multiple commodities. Speaking from the conference floor, Staude highlighted the positive industry sentiment and how that environment benefits Riverside's partnership-driven strategy. He explained that when activity picks up in the mining sector, it often translates into more deal flow for the company. As he put it, “when there's a buzz in the air as a generator company, we get lots of deals.” Staude discussed Riverside's diversified portfolio, which includes copper, gold, silver and rare earth element projects across Mexico and Canada. He pointed to work on porphyry copper systems in Mexico as a key focus, while also noting the company's growing activity in rare earth elements in British Columbia. One near-term catalyst highlighted in the interview is work at the Union Project in Sonora, Mexico, where Riverside is partnered with Questcorp. Preparations are underway for drilling, with a campaign expected within the next two months and results anticipated in the following quarters. The conversation also touched on Riverside's strategic transactions designed to unlock shareholder value. Staude referenced the company's approach of spinning out assets into new entities, retaining royalties while allowing shareholders direct exposure to projects in regions such as Ontario and the Yukon. He also noted the continued support of long-term shareholders and investors, including strong backing from European investors and a cornerstone investment that reinforces confidence in Riverside's long-term strategy. #proactiveinvestors #riversdieredinc #otcqb #rvsdf #tsxv #rri #pdac2026 #RiversideResources #JohnMarkStaude #MiningStocks #PDAC2026 #CopperExploration #GoldExploration #RareEarthElements #MiningInvesting #JuniorMining #ResourceStocks

Investing in Bizarro World Episodes: https://youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME&si=w2d_EF-B5jMo1dYDSubscribe to Investing In Bizarro World: @bizarroworld Editor's Note: The newest Private Placement Intel deal is now open. It's a $25 million market cap company that just partnered with the most famous gold prospector on the planet… a man whose discoveries helped trigger the Yukon's second gold rush, who was featured on CBS's 60 Minutes, and whose projects have been acquired by major mining companies for hundreds of millions of dollars. The company is drilling in 2026, and spots in this financing are already filling fast. Click here to learn more: https://bit.ly/4rW1ADGThe free version of the 354th episode of Investing in Bizarro World is now published.Here's what was covered:Macro Musings - The commodity bull market remains intact — and the tape is confirming it. Gold is back over $5,200, silver is near $89, copper is pushing $6, and uranium is hovering near $90. The macro backdrop continues to cooperate: growth is slowing but still positive (Q4 GDP around 1.4–1.5%), inflation continues to moderate, and markets are increasingly pricing rate cuts in the second half of the year. That mix — softer rates, a weaker dollar, and sticky structural deficits in real assets — keeps the bull case alive. Volatility remains elevated (gold volatility still running hot), which means sharp swings are normal: gold can move a few hundred dollars and silver can swing $15–$20 without breaking the bullish structure. The message is the same: don't chase — use volatility and buy limits to accumulate quality.Market Takes - China's rare earth leverage is no longer theoretical. Supply constraints — particularly in heavy rare earths tied to aerospace, defense, and advanced semiconductor supply chains — are becoming more visible, and U.S. efforts to “solve” the problem with capital don't change the underlying timeline: it takes years to find, permit, fund, and build real production. That's why we continue to believe this is a multi-year commodity cycle with real staying power. The broader rotation we've discussed remains in motion as capital begins migrating toward hard assets and resource equities, and the opportunity set expands beyond precious metals into the wider critical minerals complex.Bizarro Banter - The Epstein fallout continues widening, with more high-profile resignations and revelations reinforcing the larger point: institutional credibility is deteriorating in real time. That erosion matters because capital follows trust — and when trust breaks, investors gravitate toward assets outside institutional control. We also spent time on jurisdictional risk and why “Mexico risk” is not one-size-fits-all. The recent cartel leadership takedown and its aftermath is a reminder that conditions can change quickly, and that risk is intensely local. Investors need to differentiate between major operators with deep security protocols and juniors operating in higher-risk zones with thinner operational coverage. We also hit local politics — including Nick's latest city council experience and why attempts to restrict public comment are rarely about “efficiency” and more often about insulating decision-makers from accountability.Premium Portfolio Picks - For paid listeners only. Subscribe here: https://bit.ly/4u9VTE20:00 Introduction1:38 Macro Musings: Rates Softening. Gold Moves Higher. Volatility Still Elevated.12:20 Market Takes: China Weaponizes Rare Earths. U.S. Supply Chain Shortages Surface. Critical Minerals Cycle Has Years Left.27:43 Bizarro Banter: Mexico Cartel Power Vacuum. Epstein Fallout Spreads. All Politics Is Local.1:03:33 Premium Portfolio Picks: (You need to subscribe to Bizarro World Live to get this section) Subscribe here: https://bit.ly/4u9VTE2PLEASE NOTE: There are now two versions of this podcast. 1. Bizarro World Live — Pay less than $3 per episode to watch us record the podcast live every Thursday and get Premium Portfolio Picks every week. Plus an archive of all premium episodes. Subscribe here: https://bit.ly/4u9VTE22. Bizarro World Free — Published the Monday after the live recording with no Premium Portfolio Picks.Visit our website Daily Profit Cycle for more content like this and more! https://dailyprofitcycle.com/

- Will Gas Prices Push Buyers Toward Hybrids? - Geely Overtakes BYD In Chinese Auto Market - Hidden Destination Fees Cost Car Buyers Billions - European Suppliers Warn of Massive Job Cuts - Experts Skeptical of Donut Lab Battery Claims - Rare Earth Production Lags Behind EV Growth - Lithium Demand Set to Grow 25% - Automakers Use Clever Tactics to Cut Tariffs

- Will Gas Prices Push Buyers Toward Hybrids? - Geely Overtakes BYD In Chinese Auto Market - Hidden Destination Fees Cost Car Buyers Billions - European Suppliers Warn of Massive Job Cuts - Experts Skeptical of Donut Lab Battery Claims - Rare Earth Production Lags Behind EV Growth - Lithium Demand Set to Grow 25% - Automakers Use Clever Tactics to Cut Tariffs

Veronique de Rugy reports that the Export-Import Bank is using rare earth minerals as a pretext to expand lending authority, primarily benefiting Boeing while failing to use existing China mandates. 14.1939 RIBBENTROP ARRIVES IN MOSCOW.

Today, a look at the market punishing Nvidia shares, and many other AI hardware-related stocks in Thursday's session - was this mostly about options-related flow or red flag related to long term growth concerns? Also, a look at other names with big moves, including Block ripping higher on announcing plans to fire 40% of its workforce due to AI productivity gains. Elsewhere, some thoughts on macro and FX and SMC goes down a rare earth rabbit hole on one of the rarest of all elements as well as the future of memory, a key hardware tech space to watch. Today's pod is hosted by Saxo Global Head of Macro Strategy John J. Hardy. The Goodfellows discuss Iran and other topics - important for considering scenarios and the odds that something big is set to happen in Iran. Two or three times per week, you will also find links discussed on the podcast and a chart-of-the-day over at the John J. Hardy substack. Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro music by AShamaluevMusic DISCLAIMER This content is marketing material. Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.  

J.P. Morgan Global Research recently launched the Industry and Policy Thematics group. The aim of this group is to provide timely analysis of economy-wide industry and policy topics, including issues related to security and resilience. In this episode we discuss the group's inaugural report on Rare Earths, we discuss the rare earth supply chain, why rare earths are critical, common myths, and the potential US playbook going forward. ​ Featuring Jahangir Aziz, Co-Head of Economic Research and Head of Industry & Policy Thematics, and Samantha Azzarello, Head of Content Strategy.   This podcast was recorded on February 25, 2026.   This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5211349-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party.

Today my guest is Pranay Kotasthane who is the deputy director of the Takshashila Institution and chairs the High Tech Geopolitics Programme.  Pranay co-writes Anticipating the Unintended, a newsletter on public policy ideas and frameworks, and co-hosts Puliyabaazi, a popular Hindi-Urdu podcast on politics, policy, and technology. He is the co-author of - Missing in Action: Why Should You Care About Public Policy, When the Chips are Down, and the graphic nonfiction narrative We, the Citizens.   We spoke about rare earths and critical minerals, China's dominance, the gap between India's ambitions and opportunities, the potential for recycling, and much and more. Recorded February 2nd, 2026. Read a full transcript enhanced with helpful links. Learn more about The 1991 Fellowship. Connect with Ideas of India Follow us on X Follow Shruti on X Follow Pranay on X Click here for the latest Ideas of India episodes sent straight to your inbox. Timestamps (00:00:00) - 1991 Fellowship (00:01:11) - Intro (00:02:59) - Rare Earths versus Critical Minerals (00:10:15) - Why Are Rare Earths and Critical Minerals So Important Now? (00:29:29) - Geopolitical Uncertainty (00:33:14) - China's Process Advantage (00:44:10) - Industrial Policy (00:48:10) - India's Critical Elements Mission (00:53:00) - Auctions (00:56:53) - India's Position in the Value Chain (01:04:36) - Recycling (01:34:04) - Law of One Price (01:41:28) - Pakistan and Rare Earth Reserves (01:46:26) - Outro

Alkemio is an Argentina-based deep tech company rethinking rare earth refining at a time when global supply chains are under pressure. With over 90% of refining capacity concentrated in China, industries and governments are seeking independent access to critical minerals essential for EVs, semiconductors, defense systems, and energy transition infrastructure.In this episode, we speak with founders Federico Pereyra Bonnet and Ailin Svagzdys, about the company's proprietary molecular recognition platform and its modular, climate-friendly, refining model as an alternative to capital-heavy legacy plants. With a 15-year commercial framework in place at Iron Duke Mine, Alkemio is positioning itself at the intersection of science, geopolitics, and infrastructure.Followed by Investor Talk with Laetitia Marcadé, our Investment Committee, #EpicInvestor, and principal at Dalus Capital, the lead investor.Hosted by Maaike Doyer & Hester Spiegel, founders of Epic Angels.

As rare earth minerals become increasingly necessary for many areas of American life, including tech and the military, it becomes clear that the CCP dominates access to critical minerals around the globe. From operations in Venezuela to discussions around Greenland to the new Project Vault, the Trump administration is taking this threat from the CCP […]

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

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

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

Listen to the SBS Hindi news from India. 23/02/26

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

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

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

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

The Battleground With Chinaw/ Christian Briggs

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

The People's Republic dominates the supply of materials used in magnets, lasers and other high-tech products. In this episode of The Big View, Peter Thal Larsen talks to Mel Sanderson, a director of American Rare Earths, about how other governments can kick-start production. IEA Global Critical Minerals Outlook 2025 Every mineral is critical in the new metals age Trump admin to take 10% stake in USA Rare Earth in $1.6 bln deal, sources say. MP Materials seals mega rare-earths deal with US to break China's grip US rare earth chokepoint is a big little problem Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt-out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices

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

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

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