Podcasts about rare earths

PREVIEW HEADLINE: China Implements Rare Earth Export Controls Amid Trade Deal Negotiations GUEST NAME: Elizabeth Peek 50-WORD SUMMARY: John Batchelor speaks with Elizabeth Peek about Beijing's decision to implement export controls, potentially blocking rare earth materials essential for US and European electronics. China leverages its 70% global share, causing supply chain disruptions. Treasury Secretary Scott Bessent condemned the "desperate act," claiming China aims to pull down the world economy alongside its sinking one. 1901 PEKING

HEADLINE: US Response to China's Rare Earth Threat and Stockpiling GUEST NAMES: Victoria Coates, Gordon Chang SUMMARY: China injected the rare earths threat into trade talks, a serious move given they supply 70% of US needs and US stockpiles are low. President Trump responded with 100% tariffs but later sought an off-ramp. Experts stress the urgent need for the US to develop a domestic supply and a national stockpile, similar to the Strategic Petroleum Reserve, to counter future Chinese blackmail. 1942

HEADLINE: China's Desperate Rare Earth Export Curbs and Economic Collapse GUEST NAMES: Alan Tonelson, Gordon Chang SUMMARY: China's sweeping curbs on rare earth exports are described as a desperate "hail mary" heave, risking severe economic damage, particularly given the collapse of its property bubble and external pressures. Experts agree China is undergoing a major deflationary spiral, and this move ironically contradicts the globalization from which it prospered. 1960

Peace?; Pentagon Press; Russia; Rare Earth; Alex Jones; Tuition; Trans; Robots | Yaron Brook ShowOctober 14, 2025

Charles is joined by Martin Capital Founder & CEO, Rob Martin, to discuss the closing of the 2.2 billion dollar Ivanpah solar power plant after just a decade in use, the dominance of China in the production and refining rare earth materials, and the importance of the U.S. regaining the ability to invest in rare earth metal production. Learn more about your ad choices. Visit podcastchoices.com/adchoices

In this week's episode of China Insider, Miles Yu discusses China's recent announcement expanding export controls to further restrict foreign access to rare earth elements, and the larger impetus behind Beijing's enhanced export policy. Next, Miles unpacks the CCP's latest political warfare tactic to coerce the UK government and begin construction on the new Chinese embassy in London. Finally, Miles comments on Taiwan's 114th National Day celebrations, and reviews President Lai's comments on his plans for Taiwan's economic development and national security policies. China Insider is a weekly podcast project from Hudson Institute's China Center, hosted by China Center Director and Senior Fellow, Dr. Miles Yu, who provides weekly news that mainstream American outlets often miss, as well as in-depth commentary and analysis on the China challenge and the free world's future.

In this week's episode of the Coin Stories News Block powered exclusively by Ledn, we cover these major headlines related to Bitcoin, macroeconomics, and global finance: Record crypto liquidation event: who got wiped out and why Bitcoin held firm while altcoins cratered Trump vs. China: China rare-earth controls rattle markets and global supply chains U.S. Treasury props up the Argentine peso Morgan Stanley opens Bitcoin to all clients Square/Block enables millions of merchants to accept Bitcoin ---- The News Block is powered exclusively by Ledn – the global leader in Bitcoin-backed loans, issuing over $9 billion in loans since 2018, and they were the first to offer proof of reserves. With Ledn, you get custody loans, no credit checks, no monthly payments, and more. My followers get .25% off their first loan. Learn more at www.ledn.io/natalie  ---- Pre-order Natalie's new book "Bitcoin is For Everyone," available November 18, 2025. https://harriman-house.com/authors/natalie-brunell/bitcoin-is-for-everyone/9781804091135  ---- Read every story in the News Block with visuals and charts! Join our mailing list and subscribe to our free Bitcoin newsletter: https://thenewsblock.substack.com  ---- References mentioned in the episode: Largest Crypto Liquidation Event in History  Crypto's Record Sell-off Sparks Intrigue  Altcoin Peak to Trough Losses During Crash The First Ever $20,000 Bitcoin Candlestick  Bitcoin Dominance Spikes During Market Chaos Bitwise Jonathan Man's Post on Crypto Cleanse James E. Thorne's Tweet on Bitcoin Resilience Bessent's Tweet on Argentina Intervention  U.S. Launches Financial Rescue of Argentina Joe Burnett's Tweet on U.S. Government Buying Pesos “Debasement Trade” CNBC Article  Bessent Interview on Argentina Intervention  Trump's Truth Social Post on China  Trump Threatens 100% Tariff on China China Expands Rare Earths Restrictions China Unveils Sweeping Rare Earths Controls China Blames Trump for Escalating Trade War Politico: Trump Wanted Trade Deal. Xi Opened New Front Politico: Trump's 100% Tariff Threat Sparks Defiance Morgan Stanley Drops Client Restrictions on Crypto Morgan Stanley GIC Report on Crypto Allocation State Street: Institutions Plan to Double Crypto Exposure Luxembourg Becomes First Euro Sovereign to Own BTC Block Unveils All Square Merchants to Accept Bitcoin  Block Releases Bitcoin Payments for Merchants  ---- Upcoming Events: Bitcoin Amsterdam, Bitcoin MENA and Bitcoin 2026 are around the corner. Get 10% off passes using the code HODL: https://tickets.b.tc/event/bitcoin-2026?promoCodeTask=apply&promoCodeInput=  ---- This podcast is for educational purposes and should not be construed as official investment advice. ---- VALUE FOR VALUE — SUPPORT NATALIE'S SHOWS Strike ID https://strike.me/coinstoriesnat/ Cash App $CoinStories #money #Bitcoin #investing  

Let's talk about Trump, China, rare earths, more tariffs, and data centers....

Viewpoint This Sunday with Malcolm Out Loud – Is the government shutdown really about healthcare or relevancy? Christian Briggs will tell us how long this goes on for… and Trump's reaction to China's policy change on Rare Earths. Brandon Weichert talks peace in Middle East… bringing Arabs and Muslims together for Israeli peace deal? Nate Cain on Weaponization - James Comey, Adam Schiff, Letitia James… The media cries foul...

Viewpoint This Sunday with Malcolm Out Loud – Is the government shutdown really about healthcare or relevancy? Christian Briggs will tell us how long this goes on for… and Trump's reaction to China's policy change on Rare Earths. Brandon Weichert talks peace in Middle East… bringing Arabs and Muslims together for Israeli peace deal? Nate Cain on Weaponization - James Comey, Adam Schiff, Letitia James… The media cries foul...

Send us a textToday's Acid Breath is a descent into the machinery behind the market's tremor. Tariffs ignite, rare earths reveal their dirty chemistry, and America's clean hands look suspiciously like Walter White's gloves. Are we about to Break Bad?I pack away a shadow CPI masquerading as today's real deal, a half-billion hit at Jefferies that smells of 2007 teen spirit, and a twenty-billion tango with Argentina that echoes the Tequila bailout. The dollar doesn't only price the world, sometimes it sponsors it. Sometimes it risks failure seeking meaning.Two mountains, one mining atoms, one guarding files, frame the West's quiet wokish bargains. Tune in for thirty-eight minutes of cinematic macro storytelling and uncomfortable clarity.HughSupport the show⬇️ Subscribe on Patreon or Substack for full episodes ⬇️https://www.patreon.com/HughHendryhttps://hughhendry.substack.comhttps://www.instagram.com/hughhendryofficialhttps://blancbleustbarts.comhttps://www.instagram.com/blancbleuofficial⭐⭐⭐⭐⭐ Leave a five star review and comment on Apple Podcasts!

00:00 Intro01:29 China Faces 130 Percent US Tariff Over Rare Earths03:15 Trump: ‘No Reason' to Meet Xi After Rare Earth Limits04:11 Beijing Media Warns of Fallout If Trump Decouples04:55 Trump Comments on China Amid Xi Health Rumors08:50 China's Tit-for-Tat Port Call Fees for US Ships10:03 Trump May Ban Chinese Airlines From Flying Over Russia11:20 Taiwan Unveils ‘T-Dome' Air Defense on National Day13:22 Taiwan Repels Chinese Coast Guard in Disputed Waters14:39 Taiwan Training Soldiers to Shoot Down Chinese Drones15:37 Chinese Holiday Travel Soars, Spending Falls Short17:33 Unpacking North Korea's Military Parade | Analysis

In this episode, Jon Sanchez and Jason Gaunt discuss the recent downturn in the stock market, driven by geopolitical tensions, particularly with China, and the implications of new tariffs. They analyze investor sentiment, the impact of AI valuations, and the upcoming earnings season, providing insights on how to manage portfolios in a volatile market environment.Chapters 00:00 Market Overview and Initial Reactions02:07 Impact of Tariffs on Market Dynamics04:56 Concerns Over AI Valuations and Bankruptcies07:33 Rare Earth Minerals and Their Significance10:08 Presidential Announcements and Market Responses10:52 Government Layoffs and Market Implications11:45 Understanding Beta and Portfolio Management19:16 Defensive Strategies in a Volatile Market20:31 Government Shutdown and Its Economic Impact26:26 Political Games and Economic Consequences30:23 Earnings Season: A Potential Market Stabilizer

Donate (no account necessary) | Subscribe (account required) Join Bryan Dean Wright, former CIA Operations Officer, as he dives into today's top stories shaping America and the world. In this Friday Headline Brief of The Wright Report, we cover new data showing the exodus of over two million foreigners under President Trump, an FBI shift toward immigration enforcement, reports of police “cooking the books” on crime, fresh Antifa terror threats, a major arrest in California's deadly Palisades fire, and breaking news on New York Attorney General Letitia James's indictment. We'll also look abroad at the Gaza peace deal, China's mineral squeeze, Argentina's bailout, Finland's icebreaker partnership, and research on finding daily hope. Quick hits to set your radar for the weekend.   Trump's Immigration Victory: The Center for Immigration Studies confirmed that 1.65 million illegal aliens have left the U.S. since Trump took office, along with 550,000 legal migrants, totaling 2.2 million fewer foreign residents. That equals roughly 20 to 25 percent of those who entered under Biden, marking faster progress than expected.   FBI Turns to Immigration Enforcement: A quarter of FBI agents are now focused on immigration, with the figure reaching 40 percent in large field offices. Critics call it a misuse of resources, but Bryan argues that with 185,000 Chinese illegal aliens in the U.S., “it stands to reason” the shift is justified.   DC Crime Data Under Investigation: Forty Washington, D.C. officers are cooperating with a DOJ probe into whether city leaders falsified crime statistics. Officers say politicians and senior brass “cooked the books” to hide rising crime.   Antifa Plans ‘Laser Tag' Attacks on ICE Helicopters: The group is urging followers to flood Portland skies with handheld lasers to down federal aircraft. Bryan reminds listeners: “Antifa is not an idea or peaceful — they are terrorists.”   Palisades Fire Suspect Arrested: A 29-year-old Florida man and Biden donor was charged in California's fire that killed 12 people and caused $150 billion in damage. Investigators say his phone data placed him at the scene.   Letitia James Indicted for Mortgage Fraud: New York's Attorney General, who campaigned on prosecuting Trump, faces bank fraud charges for falsifying records on two homes and claiming her father was her husband to secure favorable loans. Bryan quips, “Karma is quite something, isn't it?”   Gaza Peace Advances: Israel's cabinet approved Trump's ceasefire plan, including 2,000 prisoner releases, partial troop withdrawals, and European-Egyptian patrols in Gaza. Trump will visit the region for a signing ceremony.   UAE AI Chip Deal: The U.S. authorized Nvidia sales worth billions to the UAE in exchange for a $1.4 trillion investment pledge. Critics warn of Chinese espionage risks.   China Tightens Rare Earth Exports: Beijing imposed new restrictions on key minerals to pressure Trump before trade talks. Analysts expect new U.S. investments in domestic mining to follow.   U.S. Backs Argentina's Milei: Treasury Secretary Scott Bessent bought Argentine pesos to stabilize the economy ahead of Milei's election battle against socialists.   Finland Icebreaker Deal: The U.S. and Finland agreed to co-produce 11 new icebreakers, expanding the Coast Guard's fleet to 13 ships for Arctic defense and trade.   U.S. Sinks More Narco Boats: The Navy destroyed at least five cartel vessels in the Caribbean as Trump halted diplomatic talks with Venezuela.   Study Finds Hope Reduces Stress: Researchers discovered that short daily videos of inspiration reduce anxiety more effectively than meditation. Bryan closes, “The path to happiness and less stress is hope.”   "And you shall know the truth, and the truth shall make you free." - John 8:32   Keywords: Trump immigration deportations 2.2 million, FBI agents immigration enforcement, DC crime stats investigation DOJ, Antifa laser attack ICE helicopters, Palisades fire arrest Florida suspect, Letitia James mortgage fraud indictment, Israel Hamas Trump peace plan, UAE Nvidia AI chip deal China risks, China rare earth export limits, Argentina Milei bailout Scott Bessent, Finland icebreaker shipbuilding deal, Venezuela narco boats destroyed, hope inspiration stress study MedicalXpress

Nobel Prize; China Rare Earth; Deficit; MIT; Qatar; Drill; Woke Church; Bad Bunny | Yaron Brook ShowOctober 10, 2025

AP Washington correspondent Sagar Meghani reports President Trump says he may call off a meeting with China's leader.

Chris Miller (chip wars), Chris McGuire (10 year State Dpt vet, check out the past episode on the feed) and I discuss a big move by MOFCOM to squeeze Trump in advance of their APEC summit. Outtro Music: Paul Simon, Diamonds on the Soles of Her Shoes https://www.youtube.com/watch?v=FAb2Mu0CRk4 Learn more about your ad choices. Visit megaphone.fm/adchoices

Gold, silver and copper all hitting new highs, but one commodity has yet to participate in the rally. Lululemon's founder says the company is in a nosedive. Plus, could the government take a stake in another rare earths company? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Chris Miller (chip wars), Chris McGuire (10 year State Dpt vet, check out the past episode on the feed) and I discuss a big move by MOFCOM to squeeze Trump in advance of their APEC summit. Outtro Music: Paul Simon, Diamonds on the Soles of Her Shoes https://www.youtube.com/watch?v=FAb2Mu0CRk4 Learn more about your ad choices. Visit megaphone.fm/adchoices

On today's podcast: 1) Israel and Hamas have reached a deal for the release of all hostages held by the militant group in Gaza, a major step toward ending a two-year war that’s devastated the Palestinian territory and triggered multiple conflicts in the Middle East as well as protests across the world. The agreement was reached early on Thursday after several days of indirect negotiations between the warring sides in the Egyptian resort of Sharm El-Sheikh. The ongoing talks were brokered by the US, Egypt, Qatar and Turkey and based on a plan unveiled by President Trump last week. 2) French President Emmanuel Macron said he’ll name a new prime minister by Friday evening, having for the time being avoided the need to call a snap election that would have deepened the political chaos in France. Outgoing Premier Sebastien Lecornu, who was tasked by Macron on Monday to negotiate with the political groups in the National Assembly, said sufficient progress had been made to allow work to begin on forming a new cabinet. 3) China has unveiled broad new curbs on its rare earth exports, as Beijing moves to shore up its trade war leverage ahead of a high-stakes meeting this month between Donald Trump and Xi Jinping. Overseas exporters of items that use even traces of certain rare earths sourced from China will now need an export license, the Ministry of Commerce said in a statement Thursday, citing national security grounds. Certain equipment and engineering technology will also be subject to controls, according to a separate release.See omnystudio.com/listener for privacy information.

The Chinese Commerce Ministry has decided to impose export control measures on technologies related to rare earths with immediate effect.

China's commerce ministry has announced it is imposing new rules limiting the export of rare earths and associated technology, including related to overseas companies using Chinese rare earths. The move comes amid long-standing trade talks with the United States and ahead of expected talks between Presidents Xi Jinping and Donald Trump later this month. Also in this edition: Ben & Jerry's co-founder Ben Cohen vows to keep fighting for his brand's social activism.

Trilogy Metals (TMQ) more than tripled its stock price after the U.S. signaled it will buy a stake in the company. George Tsilis says it's another example of the Trump administration's "deep pockets," along with the importance of metals like cobalt and copper to the U.S.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

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We take a look at quickly growing Rare Earth companies and a new Rare Earth ETF opportunity.  We also review stocks of top Nuclear Energy Producers and ETFs in that area that diversify can nuclear assets.  We get ready for 2026 with AI companies that may just be the new leaders going forward.

In today's RaiseMasters Radio episode, Adam is joined by Louis O'Connor to discuss the world of rare earths and strategic metals. They explore why these resources are critical to modern technology, their growing role in global security, and the opportunities they present for investors. Tune in to learn how rare earths are shaping the future of capital raising and international markets. Resources mentioned in the episode: Louis O'Connor Email Website Interested in learning how to take your capital raising game to the next level? Meet us at Capital Raiser's Edge. Learn more here: https://raisingcapital.com/cre  

Wharton's Jeremy Siegel joins to weigh in on markets, jobs data, the Fed, and how the government shutdown could dent GDP. Former Tesla exec Jon McNeill break down EV delivery numbers. Microsoft's new commercial CEO Judson Althoff talks changes at the tech giant. Plus, USA Rare Earth CEO Barbara Humpton explains what government stakes in rare earth companies could mean for critical supply chains. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

This week's episode features a discussion of the recent US federal investment in a privately held mine—the Mountain Pass Rare Earth Mine in California—with host Daniel Raimi and podcast guest Tom Moerenhout, a professor at Columbia University and leader of a critical minerals initiative at the Center on Global Energy Policy at Columbia University's School of International and Public Affairs. Moerenhout talks about the current US dependence on foreign imports for rare earth elements, which are used to manufacture things like wind turbines, batteries, missiles, and airplanes. While recent federal investment in the Mountain Pass mine puts financial risk on the US government, Moerenhout says that this type of approach could help the United States reduce its reliance on other countries for rare earth elements. References and recommendations: “MP Materials Deal Marks a Significant Shift in US Rare Earths Policy” by Tom Moerenhout; https://www.energypolicy.columbia.edu/mp-materials-deal-marks-a-significant-shift-in-us-rare-earths-policy/ The case study of A123 Systems; https://en.wikipedia.org/wiki/A123_Systems “Clean energy innovation in China: fact and fiction, and implications for the future” by Anders Hove; https://www.oxfordenergy.org/publications/clean-energy-innovation-in-china-fact-and-fiction-and-implications-for-the-future/

Investing in Bizarro World Episodes: https://youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME&si=w2d_EF-B5jMo1dYD Subscribe to Investing In Bizarro World: @bizarroworld Editor's Note: In June, we did a gold private placement that's already up 95%. In July, we did a copper placement that's already up 393%. In August, we did a uranium deal that's already up 260%. We have warrants in all three deals that are already in-the-money. A new Private Placement Intel deal is open for September. It's high-grade gold and lithium in the US, being drilled right now. Secure your discounted spot before the deal closes on September 10th. Click here: https://bit.ly/4pscssq Or call Jimmy Mengel in Customer Experience at 844-334-4700. —NickMark your calendar: The New Orleans 2025 Investment Conference is almost here.Click here for details: https://neworleansconference.com/hodge/The free version of the 333rd episode of Investing in Bizarro World is now published.Here's what was covered:Macro Musings - Flying solo this week, Nick dove into the bond market, the dollar, and gold. The 10-year yield trends down as the Fed readies a likely September cut, while the 30-year pushes higher — signaling growth ahead despite short-term easing. A weak dollar and lower short yields are tailwinds for gold, which hit fresh record highs near $3,600/oz. Stocks remain near all-time highs, but September seasonality could bring turbulence. Political interference at the Fed looms as Trump threatens Powell's job and hints at dovish replacements.Market Takes - Nick stepped back to trace his career from clean energy beginnings in 2007 through the financial crisis and into resources. The throughline: real things matter. Key themes now:Uranium — Essential for AI-driven electricity demand, nuclear is resurging globally. U.S. needs ~50M lbs annually but produces only ~1M. Trump is fast-tracking projects like Dewey Burdock, where Nick first financed Azarga in 2017 before its Encore buyout.Copper — Added to the U.S. critical minerals list, with a Section 232 investigation underway. Supply deficits and Trump's tariff missteps highlight America's dependence on imports. Projects like Resolution in Arizona show how permitting delays hamper supply.Rare Earths — Déjà vu from 2010–11. China's threats and U.S. inaction left dependence intact. Now MP Materials and recyclers are surging, with government support and Apple partnerships underscoring urgency.Together, these metals — uranium, copper, and rare earths — remain the backbone of energy, defense, and technology.Bizarro Banter - Politics turned local this week. Nick detailed Spokane's deepening homeless crisis and the political dysfunction surrounding Proposition 1, which 75% of voters supported to ban street camping. Instead of honoring the vote, the mayor and city council watered it down and allegedly used late-night threats to sway votes. An ethics investigation is underway, but the press is silent. For Nick, it's a microcosm of U.S. politics: leaders defying the will of the people, prioritizing agendas over democracy. The lesson: remain independent, own assets, and recognize that all politics is local.Premium Portfolio Picks - For paid listeners only. Subscribe here: https://bit.ly/4ndN5s80:00 Introduction3:04 Macro Musings: Bond Yields Diverge. Weak Dollars. Fed's Independence.7:33 Market Takes: Real Things Matter. Critical Minerals. Private Placements. 31:02 Bizarro Banter: Politics Are Local. Will of People. Spokane Homeless 38:14 Premium Portfolio Picks: Protein Play. Gold-Copper Driller. Prospect Generator. (You need to subscribe to Bizarro World Live to get this section) Subscribe here: https://bit.ly/4ndN5s8PLEASE NOTE: There are now two versions of this podcast. 1. Bizarro World Live — Pay $2 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/4ndN5s82. 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/

Interview with George Bennett, CEO of Rainbow Rare EarthsRecording date: 26th September 2025Rainbow Rare Earths (LSE:RBW) is pioneering a revolutionary approach to rare earth element extraction that addresses both economic efficiency and Western supply chain independence. Led by CEO George Bennett, a seasoned executive with 16 years of investment banking experience and a proven track record of scaling mining operations, the company extracts valuable rare earth materials from phosphogypsum waste rather than traditional hard rock mining.The company's proprietary technology eliminates conventional mining costs including drilling, blasting, and crushing operations, resulting in projected EBITDA margins exceeding 75% and internal rates of return between 45-50%. "We've got no mining costs, we are extracting the RE out of phosphogypsum which is a waste residue," Bennett explains, highlighting the fundamental cost advantage over traditional rare earth projects.Rainbow operates two strategic assets: the flagship Phalaborwa project in South Africa, where the company holds 85% ownership with 35 million tons of high-grade material, and the Uberaba project in Brazil through a 50/50 joint venture with Mosaic, a $15 billion fertilizer company. Both projects leverage existing brownfield infrastructure and provide environmental benefits through waste remediation.The company has secured significant validation through a $50 million equity commitment from the US Development Finance Corporation, positioning the US government as a future project shareholder. This strategic backing, combined with recent floor pricing of $110/kg for neodymium and praseodymium established by MP Materials' Department of Defense contract, provides crucial market stability for Rainbow's revenue streams.With total capital requirements of $300 million and production targeted for 2027-2028, Rainbow is positioned to capitalize on surging demand from electric vehicles, defense applications, and the emerging robotics sector. The company addresses critical Western supply chain vulnerabilities while China controls 95% of global rare earth processing capacity, making Rainbow a compelling investment in the transition toward strategic mineral independence.View Rainbow Rare Earths' company profile: https://www.cruxinvestor.com/companies/rainbow-rare-earthsSign up for Crux Investor: https://cruxinvestor.com

In today's episode, we're joined by Jacob Deysel, CEO of Critica, a company that is exploring rare earths in Western Australia. Jacob brings a wealth of experience across multiple commodities and jurisdictions, and is now focused on building a project in Australia at a time when rare earths are front and centre in the global supply chain conversation. We'll be discussing Critica's roadmap built around Scale, Simplicity, and Speed and what it really takes to deliver on that. We'll also touch on the challenges of metallurgy and processing, competing in a market dominated by China, and the all-important path to commercialisation and offtake agreements. Finally, we'll hear Jacob's personal reflections on leadership, lessons from his career, and what excites him most as he drives Critica forward. KEY TAKEAWAYS Critica is moving beyond just exploration to rebrand as Australia's next rare earth developer, with its flagship Jupiter Project positioned as the largest clay-hosted rare earth deposit in Australia. The Jupiter project is differentiated by its scale, simplicity, and speed. A key technical advantage is its highly homogeneous deposit and a clean flow sheet that achieves 95% mass rejection Critica has mitigated key industry risks by being a well-funded project with a milestone-driven approach to spending. Its location in Western Australia, a Tier 1 jurisdiction with stable government  Critica's goal is not to replace China, but to build a preferred non-China alternative for rare earth supply, focusing on producing a traceable, ESG-compliant feedstock BEST MOMENTS "We are no longer just an explorer in the rare earth space. Under my leadership, Critica is rebadging... and we're moving forward as being Australia's next rare earth developer." "The biggest technical risk that most companies struggle with is metallurgy at scale... We are addressing that through a number of parallel work streams that's running at the moment." "Being a clay deposit have allowed us to reduce the mass upfront by 95%, upgrade the grade, the feed grade from the resource by about 800% before we get to leaching." "We are not replacing China, we are building a preferred non-China alternative in Western Australia... OEMs are really looking for traceable, ESG safe, compliant rare earth feedstock." VALUABLE RESOURCES Mail:        ⁠rob@mining-international.org⁠ LinkedIn: ⁠https://www.linkedin.com/in/rob-tyson-3a26a68/⁠ X:              ⁠https://twitter.com/MiningRobTyson⁠  YouTube: ⁠https://www.youtube.com/c/DigDeepTheMiningPodcast⁠  Web:        ⁠http://www.mining-international.org⁠ GUEST SOCIALS  https://critica.limited/ https://x.com/Critica_CRI CONTACT METHOD ⁠rob@mining-international.org⁠ ⁠https://www.linkedin.com/in/rob-tyson-3a26a68/⁠ Podcast Description Rob Tyson is an established recruiter in the mining and quarrying sector and decided to produce the “Dig Deep” The Mining Podcast to provide valuable and informative content around the mining industry. He has a passion and desire to promote the industry and the podcast aims to offer the mining community an insight into people's experiences and careers covering any mining discipline, giving the listeners helpful advice and guidance on industry topics.  This Podcast has been brought to you by Disruptive Media. https://disruptivemedia.co.uk/

Want the best investment opportunities in mining & energy? Join my FREE newsletter: https://resourceinsider.com/#free-RI-list How can the U.S. compete if China controls the rare earths that power AI, EVs, and defense? Robert Bryce has spent a lot of time thinking about this question. He's a journalist and energy analyst who's spent years digging into power grids, critical minerals, and U.S.-China supply chains. He's also the author of several books including A Question of Power, Smaller Faster Lighter Denser Cheaper, and Power Hungry. In this episode, Robert and I discuss: - China's stranglehold on rare earths and magnet manufacturing - Can the U.S. reshore mining? - The long, costly road to new copper supply - Why the AI/data-center boom is really a natural-gas story Follow Resource Insider: Twitter: https://twitter.com/Jamie_Keech YouTube: https://www.youtube.com/@resourceinsider LinkedIn: https://ca.linkedin.com/in/jamiekeech --- DISCLAIMER: Ivaldi Venture Capital Ltd. – parent company of resourceinsider.com – is not a registered investment advisor or broker/dealer. Viewers are advised that the material contained herein are solely for entertainment purposes. Neither resourceinsider.com, Ivaldi Venture Capital Ltd, or any of their principals or employees purport to tell or suggest which investment securities members, viewers or readers should buy or sell for themselves or others. Readers, viewers, subscribers, site users and anyone reading or viewing material published by the above-mentioned entities or individuals should always conduct their own research and due diligence and obtain professional advice before making an investment decision. The above- noted entities and their principles, employees and contractors are not liable for any loss or damage caused by a reader's reliance on information obtained in any of our posts, newsletters, special reports, videos, podcasts, email correspondence, membership services or any of our websites. Viewers are solely responsible for their investment decisions. The information contained herein does not constitute a representation by Ivaldi Venture Capital Ltd, resourceinsider.com or any of their principals or employees, nor does such constitute a solicitation for the purchase or sale of securities. Our opinions and analysis are based on sources believed to be reliable, but no representation or warranty, expressed or implied, is made as to their accuracy or completeness of such information, opinion and/or analysis. All information contained in our newsletters, on our website or YouTube channel, or in this video should be independently verified with the companies and individuals mentioned. The editor and publisher are not responsible for errors or omissions. Ivaldi Venture Capital Ltd, resourceinsider.com and/or their principals and employees may receive compensation from time to time from the companies or individuals that may be mentioned in our newsletter, videos, podcasts, special reports or on our websites. You should assume a conflict of interest and proceed accordingly. Any opinions expressed are subject to change without notice. Principals, owners, employees and contractors have the right to buy and sell securities mentioned on our websites, videos or other channels of communication without providing notice of such purchases and sales. You should assume that if a company is discussed in this video, or on any content or websites produced by Ivaldi Venture Capital Ltd, resourceinsider.com or by any of their principals or employees, that their principles and/or employees have purchased securities, or may make an investment in the future in a company that we cover and/or discuss.

30 Lakh Jobs, $50 Billion Investment in Shipbuilding after Record Discoveries of Oil and Rare Earths

Susan MacTavish Best interviews Jim Kennedy,  President at ThREE Consulting & Caldera Holding LLC.  Susan and Jim discuss the economic, national security and geopolitical ramifications of China's rare earth monopoly. Live music from Queen Esther and Firas Zreik. 

MP Materials CFO Ryan Corbett shares how his firm is rebuilding America's rare earth supply chain by securing magnets for EVs, defense, and tech in a post-China world.

Not too long ago, NVIDIA was a niche tech company known for the graphics cards that powered computer gaming. Thanks to skyrocketing growth over the past few years, today, it's a $4 trillion behemoth that designs cutting-edge chips necessary for frontier AI development. It's an American company based in Santa Clara, CA. But, like so many other companies, it relies on foreign firms to manufacture its designs—primarily Taiwan Semiconductor Manufacturing Company.Intel is the only major American company that manufactures its own advanced semiconductors, or chips, but the once iconic firm is on an opposite trajectory. In the 1990s and early 2000s, Intel's microprocessors powered over 90% of PCs and the company was one of the world's most valuable. But intel missed the boat on two major tech developments—smartphones and AI—leaving the company a shell of its former glory.NVIDIA soared while Intel declined, but the two share in common a rollercoaster relationship with Washington and the Trump Administration over their ties to China.  After moving to ban NVIDIA from exporting its H20 chip to China, President Trump reversed the ban in exchange for NVIDIA giving a 15% cut of the sales to the US government. Last month, Intel CEO Lip-Bu Tan came under fire for his ties to and investments in Chinese companies, leading Trump to call for his immediate resignation. A few weeks later, Trump announced that the US government would take a 10% stake in Intel for about $10 billion in outstanding CHIPS Act grants, and Trump praised Tan for his affirmed commitments to US interests.The two companies are at the heart of the most significant tech policy debates in the world—from industrial policy to how to balance a desire to export American technology with the need to safeguard trade secrets and AI advantages. Evan is joined by Oren Cass, founder and chief economist of American Compass. Oren has been a staunch supporter of the CHIPS Act and industrial policies that he believes are necessary to restore high-tech American manufacturing, particularly in semiconductors. He's also been highly critical of the Administration's recent moves to allow NVIDIA to export more of its chips to China. Read his op-ed in The Washington Post on NVIDIA's H20 and his newsletter on the topic, as well as his recent op-ed in Commonplace on NVIDIA's potential antitrust problems. See his newsletter here for more on his reaction to the U.S. government's equity stake in Intel.

In this episode,  Ben Wilson, head of Natural Resources M&A at J.P. Morgan, is joined by Kevin Colborne, co-head of North American Mining , and Andrew Castaldo, co-head of Mid-Cap M&A. The group recaps J.P. Morgan's involvement in the public-private partnership between the U.S. Department of Defense and MP Materials. They explore the strategic importance of rare earth magnets, the national security implications of the deal, and the unique partnership forged to strengthen America's supply chain in critical mineral commodities.    This episode was recorded on August 25, 2025.   This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm's research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or provide any other products or services to any person or entity.  © 2025 JPMorgan Chase & Company. All rights reserved.

Mark Hamrick and Peter Tchir break down the latest trade headlines. Peter talks about the possibility of the Supreme Court ruling against tariffs, which are projected to reach $300 billion in revenue by the end of the year. He thinks we need to “break the rules” on rare earth minerals and bring jobs back to the U.S. Mark argues that the tariff impacts are a “known quantity” and covers their impact on inflation, and thus potentially on Fed rates. He calls them the “primary tool” of the Trump administration and says we need to reset expectations on trade deals.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

This week, we talk about rare earth metals. What are they, where do they come from, and how are they redefining global power? I'm joined by David Abraham, a natural resource strategist who saw the future of rare earths in 2010 while working in Japan's Ministry of Economy, Trade and Industry. When China cut off rare earth exports over a territorial dispute, Abraham realized these obscure elements, sprinkled into our steel, the magnets in our speakers, the phosphors in our screens, held more geopolitical power than oil ever could. The warnings in his book, “The Elements of Power,” now written 10 years ago, feel like reading a prophecy. Half the periodic table now flows through your iPhone, and China controls 90% of the world's refining capacity for these critical materials. As trade wars escalate and great power competition returns, the country that controls rare earths may control the Earth itself.