Any of the fifteen lanthanides plus scandium and yttrium
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Stijn Schmitz welcomes back John Feneck to the show. John Feneck is the CEO of Feneck Consulting Group. The discussion opens with the critical tungsten supply crunch, where China's recent export restrictions, including cutting off Japan, highlight a severe imbalance. John notes that the U.S. has not produced tungsten since 2015, while 85% of global supply comes from China, Russia, and North Korea, posing risks for defense and technology. He sees potential in advanced North American projects, and mentions growing U.S. government interest in securing domestic production. On precious metals, he views the recent sharp correction in silver and gold as a medium-term buying opportunity, with silver likely to hold around $50 after its parabolic rise, and gold's long-term bullish case supported by large bank price targets despite near-term rate-hike uncertainties. He favors producers Silverco and Americas Gold and Silver for their strong plans and management conviction. Turning to copper, near all-time highs, John highlights the supply constraints from long permitting timelines and names Power Metallic, backed by 17 billionaires and exceptional drill results, and PTX Metals, which offers low-cost copper with a pending uranium spin-off. In critical minerals, he mentions Esport Critical for its rare earths, uranium, and copper assets, and First Tolerium for its innovative thermoelectric technology with potential defense and drone applications, showcased at the upcoming DARPA competition. John concludes by describing Feneck Consulting Group's decade-long track record of providing actionable insights, real-time email updates, and investor conferences, emphasizing the value of independent, non-herd thinking in resource investing. Timestamps:00:00:00 – Introduction00:00:42 – Tungsten Market Overview00:02:47 – Global Supply Challenges00:04:06 – North American Tungsten Projects00:07:15 – Defense Applications Importance00:11:55 – Precious Metals Transition00:13:50 – Silver Price Analysis00:16:40 – Gold Market Outlook00:19:00 – Mining Stock Investments00:22:30 – Copper Sector Opportunities00:25:00 – Attractive Producers?00:31:10 – Rare Earths and Emerging Tech00:35:05 – Feneck Consulting Group Guest Links: X: https://x.com/feneckconsult YouTube: https://youtube.com/feneckcommoditiesreport LinkedIn: https://www.linkedin.com/company/feneckcommoditiesreport E-Mail: mailto:john.feneck@yahoo.com Website/Newsletter: https://www.feneckconsulting.com/ Ticker’s Discussed:Gold: Triumph Gold (TSXV:TIG, OTCQB:TIGCF), Norsemont Mining (NOG, NRRSF). Silver: Silverco Mining (TSXV:SICO, OTCQB:SICOF), Americas Gold & Silver (USA, USAS). Tungsten: Guardian Metal Resources (NYSE:GMTL, OTCQB:GMTLF), Western Star Resources (CSE:WSR, OTCQB:WSRIF), Spartan Metals (W, SPRMF). Copper: Power Metallic (PNPN, PNPNF), PTX Metals (TSXV:PTX, OTCQB:PANXF). Special Situations: First Tellurium (FTEL, FSTTF), Eastport Critical (EVI, EVIIF). John Feneck is CEO of Feneck Consulting Group. He began his career in 1992 as an equity analyst for Merrill Lynch's global allocation fund. From 1993 to 2019 he held senior executive roles at Merrill Lynch Funds (now BlackRock) and J.P. Morgan Chase Funds, where he ranked #1 in gross and net sales once at Merrill Lynch and three times at J.P. Morgan (among 40 peers). Since 2017 he has contributed articles to Kitco—becoming a regular contributor in 2021—and has appeared as a featured guest. He's delivered over 250 client seminars and webinars, spoken at 12 global commodities events, and in 2017 joined Sprott's precious metals portfolio-management team. There he developed a proprietary methodology combining technical analysis with direct insights from company management, advocating a “go anywhere” strategy and a diversified portfolio of 25–50 resource stocks to navigate the sector's volatility. In September 2019 he founded Feneck Consulting Group, helping small- and mid-cap metals and mining companies raise brand awareness and advising high-net-worth advisors on market opportunities and risks. He holds Series 7, Series 63, CMFC and CIMA Level 1 certifications (though he is not a licensed advisor) and focuses on consulting. Based in Scottsdale, AZ, he's a single dad to an 11-year-old daughter and spends weekends as a professional musician, athlete and traveler.
In this week's episode of China Insider, Miles Yu looks into the detention of U Min Zin, a US and Myanmar scholar, while attending an academic workshop in Yunnan Province under allegations of espionage, and details the extent of the diplomatic response since and the current state of academic freedom in China. Next, Miles reviews the bilateral trade relationship between the European Union and China, as EU trade officials claim the status quo is not sustainable either economically or politically and seek to rebalance the current goods deficit. Finally, Miles covers the outcomes from the G7 summit, as leaders agreed to coordinate further reductions in reliance on China's critical mineral supply chains, including plans to align stockpiling, and what this initiative will mean for both the global REM market and China going forward. China Insider is a weekly podcast project from Hudson Institute's China Center, hosted by China Center Director and Senior Fellow, Dr. Miles Yu, who provides weekly news that mainstream American outlets often miss, as well as in-depth commentary and analysis on the China challenge and the free world's future.
00:00 Intro00:54 Taiwan Begins Drill Simulating War Scenario02:16 China Sanctions U.S. Rare Earth, Defense Firms04:03 Senators Urge FCC to Probe China-Made Health Wearables05:06 President Trump to Visit China Again05:48 Beijing's New Law Threatens U.S. Citizens07:10 China Implements ‘Ethnic Unity Promotion' Law10:01 Cuban Intel Facilities Show Possible Links to China11:20 U.S. and Uzbekistan Launch Joint Investment Platform12:09 How Taiwanese People Are Preparing for a Chinese Attack12:52 Returning From Wall Street to Taiwan15:27 How China's Rise Put Taiwan in the Crosshairs17:31 Protecting Democracy Through Resilient Societies18:35 Why the World Can't Ignore Taiwan
In this episode of Power Current, host Chris Berry sits down with Flemming Bjørnslev of Aquatech to explore one of the biggest challenges facing the global rare earth industry: processing. Flemming explains why the future of Western rare earth supply chains depends not only on discovering new deposits, but on building the technical expertise to separate, refine, and produce high-purity materials at commercial scale. The conversation covers the growing role of water management, solvent extraction, zero-liquid discharge systems, and integrated process design in creating bankable rare earth projects across North America, Latin America, Australia, and beyond. Chris and Flemming also discuss the geopolitical forces reshaping critical mineral supply chains, the rise of clay-hosted rare earth deposits, and why early technical partnerships are becoming essential for successful project development. Whether you're interested in rare earths, critical minerals, or the technologies enabling the energy transition, this episode offers a timely look at one of the industry's most important bottlenecks.
To discuss, we have Farrell Gregory, a researcher at the Foundation for American Innovation and winner of ChinaTalk's Economic Security essay competition, and Joris Teer, a policy analyst at the EU Institute for Security Studies who authored Beijing's critical raw material weapon – and how to dismantle it. Co-hosting is ChinaTalk's Aqib Zakaria. Our conversation covers... China's critical mineral weapon — How Beijing turned its dominance over rare earths into a tool of economic coercion and why the West is struggling to respond. 25 minerals that actually matter — Why policymakers should focus on the specific materials China can weaponize rather than spreading resources across broad critical mineral lists. Why subsidies alone won't fix the problem — How China's industrial policy, overcapacity, and ability to flood markets make it nearly impossible for Western supply chains to compete without coordinated action. Reshoring the industrial base — The tradeoffs behind rebuilding domestic capacity: higher end-product costs, environmental NIMBYism, skilled labor shortages, and the need for deeper US-European cooperation. The next resource race — How defense, AI, robotics, and energy demand are intensifying competition for critical materials and what the future of allied industrial power might look like. Learn more about your ad choices. Visit megaphone.fm/adchoices
To discuss, we have Farrell Gregory, a researcher at the Foundation for American Innovation and winner of ChinaTalk's Economic Security essay competition, and Joris Teer, a policy analyst at the EU Institute for Security Studies who authored Beijing's critical raw material weapon – and how to dismantle it. Co-hosting is ChinaTalk's Aqib Zakaria. Our conversation covers... China's critical mineral weapon — How Beijing turned its dominance over rare earths into a tool of economic coercion and why the West is struggling to respond. 25 minerals that actually matter — Why policymakers should focus on the specific materials China can weaponize rather than spreading resources across broad critical mineral lists. Why subsidies alone won't fix the problem — How China's industrial policy, overcapacity, and ability to flood markets make it nearly impossible for Western supply chains to compete without coordinated action. Reshoring the industrial base — The tradeoffs behind rebuilding domestic capacity: higher end-product costs, environmental NIMBYism, skilled labor shortages, and the need for deeper US-European cooperation. The next resource race — How defense, AI, robotics, and energy demand are intensifying competition for critical materials and what the future of allied industrial power might look like. Learn more about your ad choices. Visit megaphone.fm/adchoices
Interview with Tim Harrison, Managing Director, Ionic Rare Earths Our previous interview: https://www.cruxinvestor.com/posts/ionic-rare-earth-asxixr-advanced-recycler-targets-china-free-heavy-rare-earth-supply-7871Recording date: 16th June 2026Ionic Rare Earths is advancing its position in the rapidly evolving global rare earth supply chain, driven by Western efforts to reduce reliance on China following export restrictions imposed in 2025. At the center of its strategy is a demonstration-scale recycling and separation facility in Belfast, which processes end-of-life magnets and manufacturing waste into separated rare earth oxides. A key milestone has been the successful validation of these recycled materials in a Ford motor—an industry first for a recycler—alongside a commercial supply agreement with US-based Advanced Magnet Lab, which serves defense-related applications.Although the Belfast plant currently produces only about 10 tonnes of separated oxides annually, it has demonstrated the ability to recover a broad range of elements, including high-value heavy rare earths such as dysprosium, terbium, and yttrium. Prices for these materials have surged sharply since China's restrictions, in some cases increasing multiple times over, significantly strengthening the project's economic outlook.A 2024 feasibility study for a larger £85 million Belfast facility projected annual output of 400 tonnes, with a post-tax net present value exceeding $500 million and an internal rate of return above 40%. Management believes current market conditions could further enhance these returns, though updated figures have not yet been released. The company has secured a £12 million UK government grant and is targeting a final investment decision by September 2026, contingent on completing funding and securing supply and offtake agreements.Looking ahead, Ionic plans to replicate its modular recycling model internationally, prioritizing the United States, where significant investment in domestic magnet manufacturing is expected to generate substantial recyclable waste. The company favors joint ventures to retain control over its technology and material flows. While promising, key risks remain, including scaling production, securing full project financing, and finalizing commercial agreements.Learn more: https://www.cruxinvestor.com/companies/ionic-rare-earths-ltdSign up for Crux Investor: https://cruxinvestor.com
Red Metal Ltd: Is this the Escondida of rare earths? A crazy big, heap-leachable operation ASX-listed Red Metal Ltd Managing Director Rob Rutherford talks to Matt Birney on Bulls N’ Bears about Red Metals’ new testing that shows it has cracked the metallurgical code at its huge and geologically unique rare earths projectSee omnystudio.com/listener for privacy information.
Donate (no account necessary) | Subscribe (account required) Join Bryan Dean Wright, former CIA Operations Officer, as he dives into today's top stories shaping America and the world. In this Listener Q&A episode of The Wright Report, Bryan answers your sharpest questions on the Iran Peace Memo, walking through exactly why the text still hasn't been released, what we know for certain about the money Iran is already collecting, and why his own CIA sources align with Director Ratcliffe's assessment that the IRGC simply cannot be trusted on its nuclear promises. Bryan also takes on the toughest pushback of the week, including a listener threatening to cancel over his Iran coverage, fielding it directly and on the record. He breaks down the rare earth mineral crisis and whether the US can rebuild its supply chain before a potential conflict with China, explains why climate change has functionally become a religion for the American Left, and shares his view on a domestic terror plot targeting the White House that he believes previews what the next 9/11 will actually look like. Plus, Bryan closes with a question about whether America can survive another 250 years, delivering a blunt, geopolitical case for why the answer is yes, but only if the country deals with the threat he considers more immediate than Iran. "And you shall know the truth, and the truth shall make you free." - John 8:32 Keywords: Wright Report, Bryan Dean Wright, Iran Peace Memo, IRGC, nuclear program, JD Vance, CIA intel, John Ratcliffe, rare earth minerals, China supply chain, US military munitions, Gavin Newsom, climate change Democrats, Ezra Klein, domestic terror plot, drone attack White House, UFC plot, Mossad, Israel Lebanon, American exceptionalism, midterm elections, SpaceX IPO, Gina Rinehart, mining minerals
This content is for informational and entertainment purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.----------------------------------------In This Episode• Climate tech investment reaches $40.5 billion in 2025• Why investors remain bullish on clean energy, grid modernization, and industrial decarbonization• How Nimble is reducing electronic waste through circular consumer products• Phoenix Tailings' mission to build a cleaner domestic rare earth supply chain• Clear Robotics and the future of autonomous electric vessels for waterway management• The role of the Bezos Earth Fund in advancing climate and conservation efforts• How the UNICEF Venture Fund supports frontier technology startups in emerging markets• Finance Earth's approach to unlocking private capital for environmental solutions• Recent funding rounds from Clear Robotics, Campground, and Cocoon Carbon• New research showing AI is creating more technology jobs than it is eliminating across EuropeFeatured OrganizationsCompanies:• Nimble• Phoenix Tailings• Clear RoboticsFunders:• Bezos Earth Fund• UNICEF Venture Fund• Finance EarthRecent Funding Covered• Clear Robotics, $1.75M• Campground, $2.2M• Cocoon Carbon, $15M ----------------------------------------Investing in Impact is powered by Causeartist, a nonprofit media company dedicated to bridging the gap between capital and culture by spotlighting founders, investors, and organizations reimagining how business can serve people and the planet.Through storytelling, events, and open-access education, Causeartist helps create a shared language of impact, inspiring more founders to build with purpose and more funders to invest with intention.By amplifying ideas and innovations across industries, Causeartist transforms awareness into action and cultivates a community where paying it forward is part of the foundation for growth.
Appia Rare Earths and Uranium CEO Tom Drivas joined Steve Darling from Proactive to announce the start of mobilization for a 3,300-metre diamond drilling program at the company's 100%-owned Alces Lake Rare Earth Elements project in northern Saskatchewan. Drivas explained that the 2026 summer exploration program will consist of nine diamond drill holes targeting depths between 300 and 500 metres. The campaign is designed to test several high-priority rare earth element (REE) targets identified through the company's 2025 ground gravity survey, which refined targets originally outlined by a 2024 airborne gravity gradiometer survey. The targets were selected based on strong geophysical similarities to Appia's high-grade WRCB mineralized zone and the near-surface Magnet Ridge discovery, both of which have demonstrated significant rare earth mineralization. The drilling program will focus on evaluating the potential continuation of REE-bearing lithological units at depth and along strike within a regional northwest-southeast structural corridor that hosts several of the project's key mineralized zones. Management believes the program could further expand understanding of the scale and continuity of mineralization across the property while identifying new opportunities for resource growth. The Alces Lake Property is widely recognized for hosting some of the highest-grade rare earth element mineralization discovered in Saskatchewan and has emerged as one of Canada's most significant REE exploration projects. Rare earth elements are critical components in electric vehicles, wind turbines, advanced electronics, defense systems, and other technologies supporting the global energy transition. With drilling now underway, Appia aims to further unlock the potential of the Alces Lake district and advance one of North America's most promising rare earth exploration assets. On the uranium side, Appia is advancing several exploration projects in Saskatchewan's Athabasca Basin region. Drivas highlighted one project that displays multiple geophysical characteristics associated with major uranium deposits and is awaiting interpretation from a recently completed MT survey. The interview also touched on the company's Elliot Lake property in Ontario, which hosts a NI 43-101 resource containing uranium and rare earth elements in a historically productive mining district. #proactiveinvestors #appiarareearthsanduranium #cse #api #otcqb #apaaf #RareEarthElements #AlcesLake #CriticalMinerals #REE #SaskatchewanMining #MiningNews #EnergyTransition #ExplorationDrilling #ResourceDevelopment
Battery Metals Expert Matt Fernley explains the three reasons for nickel's perfect storm. Matt also shares insights into the oil market and critical materials markets amidst the Middle East conflict. Other metals market dynamics analyzed are manganese, graphite, aluminum, cobalt and rare earths. 00:00 Intro 00:40 Middle East Fallout 04:17 Inflation and Demand 07:38 Nickel Market Reset 10:26 Manganese Cathodes 12:59 Oil Majors in Lithium 18:45 Graphite Reality Check 26:40 Price Floors and Policy 29:25 Rare Earths and M&A 34:42 Picking Metals Ahead 38:02 About RK Equity RK Equity: https://rkequity.com/ Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 Mining Stock Education (MSE) offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/
Episode 4142 │ June 10, 2026 China has used pandas as a precision geopolitical weapon for 1,400 years. The same strategy that sent bears to Nixon sent Trump to Beijing. Part Four of the Panda Gambit series moves from symbol to weapon, documenting 1,400 years of Chinese panda diplomacy as a precision instrument of state power — from Empress Wu Zetian's 658 AD deployment to Japan through Nixon's National Zoo gift to the 2023 mass global recall that mapped China's alliance structure in real time. Scott Kesterson unpacks the five mythological layers of the Pixiu — the panda's imperial name — including its roles as military sovereignty marker, wealth accumulator, cosmic axis, war-stopping authority, and legitimacy seal, and explains why the panda's black and white markings physically embody the Yin-Yang of Heaven's Mandate. The episode exposes the China Wildlife Conservation Association, the opaque nonprofit receiving $32.5 million annually in unaudited panda lease revenue from 32 countries, whose council includes executives from traditional Chinese medicine pharmaceutical companies documented using endangered animal parts, and whose illegal branches were wildlife breeding committees — not administrative offices. Scott then traces the 125-year thread from the 1901 Boxer Protocol indemnity through the founding of Tsinghua University on returned American funds to Stephen Schwarzman's personal endowment of a reverse scholarship program at the same institution — with Schwarzman seated in the Beijing summit delegation in May 2026. The episode closes by laying the rare earth fuse for Part Five: China controls 99% of global samarium, 79% of tungsten, and has tightened export controls in a calculated sequence from 2023 to 2025 — leaving the US military unable to rebuild Tomahawk and THAAD inventories without Chinese permission after the Iran campaign burned ten years of production. KEY QUESTIONS ADDRESSED What are the five mythological layers of the Pixiu — the panda's imperial name — and why does its presence or absence in a foreign capital signal peace or war under Chinese cosmological doctrine? What do the financial records of the China Wildlife Conservation Association actually reveal — and why are traditional Chinese medicine pharmaceutical executives sitting on its council? What is the 125-year thread connecting the Boxer Protocol indemnity, Tsinghua University, Stephen Schwarzman, and the May 2026 Beijing summit? How did China build a structural rare earth dependency into the US military supply chain over 30 years — and what does it cost America to rebuild after the Iran campaign? Why did an American president fly to Beijing rather than the other way around — and what did Xi say in his opening sentence? ABOUT BARDSFM BardsFM is a daily independent podcast covering faith, liberty, history, and information warfare. Hosted by Scott Kesterson — combat veteran, documentary filmmaker, and rancher. Over 4,100 episodes and 50 million lifetime downloads. New episodes every weekday. bards.fm Bards Nation Health Store: www.bardsnationhealth.com MYPillow promo code: BARDS >> Go to https://www.mypillow.com/bards and use the promo code BARDS or... Call 1-800-975-2939. EMPShield protect your vehicles and home. Promo code BARDS: Click here Treadlite Broadforks...best garden tool EVER. Promo code BARDS26: TreadliteBroadforks.com EnviroKlenz Air Purification, promo code BARDS to save 10%: www.enviroklenz.com Morning Intro Music Provided by Brian Kahanek: www.briankahanek.com Founders Bible 20% discount code: BARDS >>> TheFoundersBible.com Windblown Media 20% Discount with promo code BARDS: windblownmedia.com White Oak Pastures Grassfed Meats, Get $20 off any order $150 or more. Promo Code BARDS: www.whiteoakpastures.com/BARDS Mission Darkness Faraday Bags and RF Shielding. Promo code BARDS: Click here If you wish to support this podcast directly you can donate here... DONATE: Click here Mailing Address: Xpedition Cafe, LLC Attn. Scott Kesterson 591 E Central Ave, #740 Sutherlin, OR 97479
Live June 11, 2026 | Yaron Brook ShowTACO; Rare Earth; Golden Age; FISA; DEGrowth; Milei; Achievement | Yaron Brook Show
Rare earths are having a moment. And if you work anywhere near clean energy, batteries, EVs, data centers, defense, or domestic manufacturing, this conversation should be on your radar.And, when it comes to rare earths (aka critical minerals), it seems everyone talks about mining.But according to Mark LaVerghetta, that's not where the real critical minerals challenge lies.Nico got a chance to sit down with Mark, co-founder of ReElement Technologies, in person finally, and learned that the true bottleneck in the clean energy transition is refining. You can dig rare earth elements out of the ground, but they still need to be separated, purified, and transformed into the high-purity materials used in batteries, EVs, defense systems, data centers, and advanced electronics.Today, much of that refining capacity remains concentrated overseas (yes, largely China), creating vulnerabilities that extend far beyond clean energy. As AI accelerates demand for advanced materials and geopolitical tensions reshape global trade, domestic refining has become a matter of economic resilience and national security.Mark explains why ReElement is pursuing an "innovation, not imitation" approach to rare earth processing, using chromatography to create a more flexible and scalable refining platform designed to respond quickly to shifting market needs.Expect to learn:
DESCRIPTION A massive $1.2 billion investment in Cherokee County, South Carolina is set to reshape America's rare earth mineral industry and reduce dependence on China. Tara and Roger break down the strategic importance of rare earth mining, manufacturing, national security, and why this new facility could become a major turning point for U.S. economic and military independence. PODCAST SUMMARY South Carolina is becoming ground zero in America's effort to break China's dominance over rare earth minerals. Tara and Roger discuss the announcement of a $1.2 billion investment by US Rare Earth to build a major magnet manufacturing and rare earth processing facility in Cherokee County. The conversation explores how rare earth minerals impact everything from military hardware and satellites to artificial intelligence, servers, and automobiles. Tara argues that years of federal policies weakened domestic mineral production while strengthening China's position in global supply chains. The hosts examine the national security implications of foreign dependence and explain why the new South Carolina facility represents a major step toward domestic production and refining. They also discuss broader geopolitical competition between the United States and China, ongoing efforts to secure alternative mineral supplies worldwide, and what the project could mean for jobs, manufacturing, and economic growth in South Carolina. KEY TALKING POINTS $1.2 billion rare earth investment announced in Cherokee County, SC First-of-its-kind permanent magnet manufacturing facility independent of Chinese supply chains Why rare earth minerals are critical for military and technology sectors China's historical dominance of global rare earth processing Efforts to expand American mining and refining capabilities National security implications of foreign mineral dependence South Carolina's growing role in advanced manufacturing Impact on AI, automotive production, electronics, and defense systems Global competition for strategic mineral resources How domestic production could strengthen U.S. supply chains FEATURED QUOTE "This is the first independent permanent magnet manufacturing facility outside the Chinese supply chain—and it's being built right here in South Carolina." SEO KEYWORDS Rare earth minerals, South Carolina manufacturing, Cherokee County investment, US Rare Earth, China supply chain, Donald Trump, rare earth magnets, national security, AI infrastructure, American manufacturing, strategic minerals, Blacksburg South Carolina, economic development, defense industry, mineral independence CHAPTER MARKERS 00:00 Massive Rare Earth Investment Comes to South Carolina 04:22 Why Rare Earth Minerals Matter for National Security 09:45 China's Global Dominance Explained 15:33 The Supply Chain Crisis America Faced 21:08 How the New Facility Changes Everything 26:51 Manufacturing, Jobs, and Economic Growth 31:42 The Future of U.S. Mineral Independence CLICKABLE HEADLINE OPTIONS $1.2 Billion Rare Earth Facility Heads to South Carolina America Takes Major Step Away From China's Supply Chain South Carolina Lands Historic Rare Earth Manufacturing Project Why This Massive Investment Could Change U.S. Manufacturing China's Rare Earth Monopoly Faces New American Competition The Strategic Mineral Project That Could Reshape America Rare Earth Revolution: South Carolina at the Center How One SC Facility Could Strengthen National Security The Billion-Dollar Investment Making Headlines Nationwide America's Rare Earth Comeback Starts in South Carolina SOCIAL MEDIA TEASER South Carolina just landed a $1.2 BILLION rare earth manufacturing investment that could help reduce America's dependence on China for critical minerals. From military technology to AI infrastructure, these materials power the modern world—and a major piece of that future is being built right here in Cherokee County.
DESCRIPTION South Carolina lands a historic $1.2 billion rare earth manufacturing investment as Cherokee County becomes the future home of a first-of-its-kind permanent magnet facility independent of Chinese supply chains. Today's show explores why rare earth minerals have become one of the most important national security issues facing America, how China came to dominate the industry, and why supporters believe the new facility represents a major strategic victory. Tara and Roger discuss the economic impact, the geopolitical stakes, and why many view domestic rare earth production as essential for America's future. PODCAST SUMMARY A major economic announcement is bringing national attention to South Carolina. USA Rare Earth has announced a $1.2 billion investment in Cherokee County to build what is described as the first U.S. permanent magnet manufacturing facility operating independently from Chinese supply chains. The project is expected to create approximately 500 high-skilled jobs and strengthen America's domestic critical mineral infrastructure. The discussion centers on China's long-standing dominance in rare earth mining, refining, and processing. Rare earth elements are essential components in military systems, satellites, artificial intelligence infrastructure, electronics, electric vehicles, and advanced manufacturing. The hosts argue that years of regulatory restrictions limited domestic production while China expanded its global control over the supply chain. They highlight recent efforts by the Trump administration to expand domestic mining permits, secure foreign mineral agreements, and rebuild critical manufacturing capabilities inside the United States. The conversation also explores allegations involving Hunter Biden, China-related business dealings, and broader concerns about foreign influence in American politics. The hosts connect those concerns to current debates over national security, industrial policy, and economic independence. Ultimately, the show frames the South Carolina facility as both an economic development win and a strategic milestone in America's effort to regain control over critical resources needed for future technological and military competitiveness. KEY TOPICS
DESCRIPTION A massive $1.2 billion rare earth investment lands in South Carolina as the U.S. races to break China's grip on critical minerals. Meanwhile, a political firestorm erupts over South Carolina redistricting, Democrat primary controversies dominate headlines, and new questions emerge surrounding a growing list of missing or dead researchers connected to sensitive nuclear and aerospace programs. SUMMARY Today's show covers one of the largest economic development stories in South Carolina history as a rare earth manufacturing facility receives a $1.2 billion investment in Cherokee County. The discussion centers on America's dependence on China for critical minerals, national security implications, and efforts to rebuild domestic supply chains. The conversation then shifts to cultural and political trends, including declining public support for same-sex marriage and transgender issues, with hosts arguing that expanded public debate and social media platforms have altered public opinion. Political controversy dominates much of the program as hosts discuss Democratic candidates facing scrutiny over extremist associations, criticism of party leadership, and allegations involving South Carolina's congressional redistricting battle. Greenville County Sheriff Hobart Lewis enters the debate, publicly criticizing Governor Henry McMaster and Lt. Governor Pamela Evette over handling of congressional map changes and political appointments. The show concludes with a deep dive into the mysterious death of Los Alamos employee Melissa Cassius and a broader pattern involving researchers connected to sensitive nuclear and aerospace programs who have disappeared or died under unusual circumstances. SEGMENT BREAKDOWN Segment 1: South Carolina's $1.2 Billion Rare Earth Boom Massive investment announced for Cherokee County rare earth facility U.S. efforts to reduce dependence on Chinese mineral supply chains National security concerns tied to rare earth production Economic impact for South Carolina and domestic manufacturing Segment 2: Public Opinion Shift on Social Issues Discussion of polling showing declining support for same-sex marriage Changes in attitudes toward transgender issues Debate over social media, censorship, and public discourse Impact of changing cultural attitudes nationwide Segment 3: Democrat Primary Controversies Examination of candidates facing scrutiny over extremist associations Debate surrounding controversial tattoos and political symbolism Party leadership reactions and campaign implications Broader discussion of political extremism Segment 4: South Carolina Redistricting Battle Greenville County Sheriff Hobart Lewis weighs in publicly Criticism of Governor Henry McMaster and Pamela Evette Congressional redistricting and Republican strategy Questions about political appointments and endorsements Segment 5: The Growing Mystery of Missing Scientists New developments in the Melissa Cassius case Los Alamos National Laboratory connections Pattern involving researchers tied to nuclear and aerospace projects Unanswered questions surrounding multiple disappearances and deaths KEY TAKEAWAYS South Carolina is becoming a major player in America's rare earth mineral strategy. Public opinion polling suggests shifts on several major social issues. Political battles over redistricting remain central to South Carolina's future. Questions continue to surround several researchers connected to sensitive government programs. Economic security and national security remain closely linked through domestic manufacturing and supply chains. QUOTE OF THE DAY "Seventeen different minerals classified as rare earths — more valuable than gold, diamonds, and even oil. It's freedom. It's self-defense." SOCIAL MEDIA TEASER
Earth is a living planet. But how much life is there, and what is it doing? We will discuss the distribution of biomass on Earth, and compare the effects of microbes, wild animals, domesticated animals. The aim of this lecture is to provide concrete examples of how life is woven in with the rest of the planetary engine, expanding the importance of biodiversity from sentiment alone to a matter of survival for both whole ecosystems and our own civilisation.This lecture was recorded by Helen Czerski on the 23th of March 2026 at Bernard's Inn Hall, LondonHelen Czerski is a physicist and oceanographer with a passion for science, sport, books, creativity, hot chocolate and investigating the interesting things in life. She is a Professor at the Department of Mechanical Engineering at University College London and her research focus is the physics of breaking waves and bubbles at the ocean surface. These bubbles change underwater sound and light, help transfer gases from ocean to atmosphere (helping the ocean breathe) and also eject ocean material into the air. She has spent months working on research ships in the Antarctic, the Pacific, the North Atlantic and the Arctic, and is an experienced field scientist. Helen has been a regular science presenter on the BBC for 15 years, covering the physics of the natural world in BBC2 landmark documentaries (including ‘Orbit', ‘Operation iceberg' and ‘Supersenses'), and the physics of everyday life in a range of BBC4 documentaries (including ‘From ice to fire: The incredible science of temperature', ‘Sound waves: The symphony of physics', and ‘Colour: The spectrum of science', along with many others). She currently co-hosts BBC Radio 4's flagship climate and environment programme Rare Earth. Helen's first book Storm in a Teacup won the Italian Asimov Prize and the Louis J. Battan Author prize from the American Meteorological Society. Blue Machine won the Wainwright Prize for Conservation Writing. She was awarded the Institute of Physics Gold Medal in 2018 for her work on physics communication, and an Honorary Fellowship of the British Science Association in 2020. She has been a Trustee of Royal Museums Greenwich since 2018, and was one of the 2020 Royal Institution Christmas Lecturers, giving her Lecture on the topic of the ocean. The transcript of the lecture is available from the Gresham College website: https://www.gresham.ac.uk/watch-now/living-planetGresham College has offered free public lectures for over 400 years, thanks to the generosity of our supporters. There are currently over 2,500 lectures free to access. We believe that everyone should have the opportunity to learn from some of the greatest minds. To support Gresham College's mission, please consider making a donation: https://www.gresham.ac.uk/get-involved/support-us/make-donation/donate-today Website: https://gresham.ac.ukX: https://x.com/GreshamCollegeFacebook: https://facebook.com/greshamcollegeInstagram: https://instagram.com/greshamcollegeBluesky: https://bsky.app/profile/greshamcollege.bsky.social TikTok: https://www.tiktok.com/@greshamcollegeSupport Us: https://www.gresham.ac.uk/get-involved/support-us/make-donation/donate-todaySupport the show
China and Germany are trying to keep their economic relationship stable while redefining terms of competition. At the centre of these trade ties is Germany's dangerous reliance on Chinese rare earths.
In 2010, the People's Republic of China banned exports of rare earths to Japan due to a territorial dispute. After that, the Japanese government began developing alternate sources of rare earths - signing deals with Australia and Brazil. The most intriguing potential source however lies beneath the deep sea sediments surrounding a tiny island in the middle of the Pacific Ocean. In February 2026, the Japanese government reported the first successful test extraction of this deep sea mud, thousands of meters under the surface. In today's video, a brief look at Japan's rare earths island.
In 2010, the People's Republic of China banned exports of rare earths to Japan due to a territorial dispute. After that, the Japanese government began developing alternate sources of rare earths - signing deals with Australia and Brazil. The most intriguing potential source however lies beneath the deep sea sediments surrounding a tiny island in the middle of the Pacific Ocean. In February 2026, the Japanese government reported the first successful test extraction of this deep sea mud, thousands of meters under the surface. In today's video, a brief look at Japan's rare earths island.
Summits between US and Chinese leaders are important events. They provide opportunities to discuss sensitive issues, manage friction, and to identify ways to solve problems and promote cooperation where possible. A great deal of preparation usually goes into a US-China summit, involving hundreds of phone calls, virtual, and in-person meetings between US and Chinese officials. The May 14-15 summit in Beijing was atypical, perhaps not surprisingly since Donald Trump is a very atypical president. Today we are going to talk about the summit – the process and well as the outcomes and the implications for the US-China relationship and American interests. Joining us today to talk about these issues is Sarah Beran. Sarah Beran was senior director for China and Taiwan affairs in the National Security Council during the Biden administration from 2022 to 2024. She was subsequently deputy chief of mission at the US Embassy in Beijing. At the NSC, she led strategic preparations for multiple summits between President Joe Biden and Xi Jinping. After her 23 years in government service, Sarah joined Macro Advisory Partners. Timestamps: [00:00] Introduction [01:45] Differences in Preparing for the Summit [03:33] What Was Missing from Trump's Itinerary [08:18] US and Chinese Objectives for the Summit [12:30] Constructive Strategic Stability as a Framework [18:09] Iran, North Korea, and Denuclearization in Chinese Policy [23:55] Tension over Taiwan Language [29:15] Potential Reactions to Trump Calling President Lai [30:12] Future of US-China Relations and Ally Reactions
VettaFi's Head of Research Todd Rosenbluth discussed the Sprott Rare Earths Ex-China ETF (REXC) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
Alan Tonelson argues the Beijing summit achieved little, noting no shifts in Taiwan policy or tariffs. Tonelson and Gordon Chang emphasize China's economic distress, manufacturing overcapacity, and strategic reliance on rare earth minerals. (8/16)1959 MONTREAL
What should the United States realistically expect from high-level diplomacy with China — and where are the real risks in the relationship? In this episode of The China Desk, host Steve Yates is joined by Andrew Harding, Policy Analyst for National Security and Indo-Pacific Affairs at The Heritage Foundation, for a detailed breakdown of President Trump's recent summit with Xi Jinping and the broader future of U.S.-China relations. Harding explains how the Heritage Foundation developed a framework for evaluating the summit — identifying what would constitute favorable outcomes for the United States, what risks to avoid, and how to think strategically about long-term competition with China. The discussion explores how the summit ultimately functioned less as a transformational moment and more as a “maintenance check” on an increasingly competitive relationship between Washington and Beijing. Major topics include: • Expectations surrounding the Trump–Xi summit • Favorable vs unfavorable outcomes for U.S. policy • Rare earths, export controls, and AI competition • Why advanced semiconductor restrictions matter • China's role in fentanyl trafficking and leverage • Taiwan and concerns over shifting U.S. policy language • Agricultural trade and strategic economic competition • China's support for Iran and geopolitical implications • Human rights concerns, including Jimmy Lai and religious persecution • Why the U.S.–China relationship remains structurally competitive • The future of AI rivalry between Washington and Beijing • Strategic dependencies and supply chain vulnerabilities The episode also dives into Harding's earlier work on the Pacific Islands and the Compacts of Free Association (COFA), highlighting why the region has become increasingly important in the context of U.S.-China competition. Additional topics include: • Chinese influence operations in the Pacific Islands • Why Palau, Micronesia, and the Marshall Islands matter strategically • Heritage Foundation's role in supporting COFA renewal efforts • The “Pacific Pivot” strategy for long-term U.S. engagement A major takeaway from the conversation is that future U.S.-China engagement should focus on protecting American strategic advantages — especially in AI, advanced technology, and national security — while avoiding concessions that weaken U.S. leverage. The episode closes with a broader discussion on what to watch for ahead of a possible future Xi visit to the United States and why export controls and AI competition may become the defining issue of the next phase of U.S.-China relations. 00:00 — Intro + Andrew Harding joins 02:08 — From Russia to China policy work 06:21 — Pacific Islands strategy and COFA agreements 10:14 — Heritage's “Pacific Pivot” strategy 11:16 — Expectations for the Trump–Xi summit 13:53 — Favorable outcomes for the U.S. 16:19 — Unfavorable outcomes and red lines 19:09 — Did the summit accomplish anything? 22:06 — Engagement vs strategic competition 27:07 — Preparing for a future Xi visit to the U.S. 32:19 — What to watch next: AI and export controls 35:23 — Final thoughts + closing Watch Full-Length Interviews: https://www.youtube.com/@ChinaDeskFNW
Sabrin Chowdhury from BMI speaks on China's dominance in global rare earths and implications on geopolitics and prices.(00:00) - Introduction of Sabrin and her rare earths coverage (01:27) - Why China dominates global rare earths supply chain (03:31) - China's dependence on Myanmar for heavy rare earth feedstock (05:17) - Western economies' supply chain diversification strategies (09:00) - Potential credible alternatives to China (10:09) - Obstacles to Western countries' diversification push (11:20) - China's tightened grip and impact on prices (13:05) - Indicators to watch on evolving trends
The business world watches the Xi-Trump summit as superpowers try to secure a competitive advantage in key industries such as chipmaking. Who holds the real leverage? Then: Modi’s European tour and the latest from Eurovision.See omnystudio.com/listener for privacy information.
Gas prices are up, household budgets are under pressure, and yet markets keep hitting record highs. Why are Wall Street and Main Street telling two completely different stories? In this episode of The P.A.S. Report Podcast, Professor Nick Giordano sits down with investment banker, economist, and author of 2008: What Really Happened, Todd Sheets to break down the disconnect between surging gas prices, record-high markets, the Iran conflict, and America's economic future. From the Strait of Hormuz to China's rare earth leverage, from AI-driven growth to the household squeeze, this conversation explains why the economy looks strong on paper while many Americans still feel like they're falling behind. What You'll Learn The Market Disconnect: Why gas prices are rising while stocks and markets continue to climb The Iran Factor: How the conflict with Iran and the Strait of Hormuz impact oil prices, energy markets, and your wallet Checkmating China: Why U.S. energy dominance could weaken China's global economic leverage The Wealth Effect vs. Reality: Why strong macro numbers feel disconnected from Americans struggling with housing, insurance, food, and grocery costs A New Economic Boom: Why Todd Sheets believes America may be on the verge of a long-term growth cycle driven by AI, resource development, and better economic policy
More than a dozen executives from the world's largest companies have joined US President Donald Trump on a high-stakes visit to China. The business delegation points to an agenda dominated by trade, technology and rare earths. The minerals are the building block of many modern industries, and a source of economic leverage for Beijing. Also in the show: the US Senate approves Kevin Warsh to be the next chairman of the Federal Reserve.
With growing talk of robots entering mainstream society, AI may indeed “go physical” in the next few years, but not without a secure, abundant supply of rare earth elements. Same goes for defense, green technologies, EVs and the nascent low altitude economy of drones and eVTOLs. Neodymium iron boron magnets derived from rare earth elements are vital components in all these technologies. Ryan Castilloux from rare earths consultancy, Adamas Intel, joins host Ed Coyne to share his insights on the growing demand for rare earth elements.This podcast is provided for information purposes only from sources believed to be reliable. However, Sprott does not warrant its completeness or accuracy. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument.Any opinions and recommendations herein do not take into account individual client circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments, or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein.This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of Sprott. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitute your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of Sprott.
For thirty years, the United States largely ignored critical minerals. We mined less, processed less, and stockpiled less — while China quietly built the most dominant mineral supply chain in modern history. When China imposed rare earth export restrictions in 2024, manufacturers from Detroit to Tokyo scrambled. The invisible inputs powering electric vehicles, semiconductors, AI data centers, and defense systems had suddenly become visible — and vulnerable.In this episode of TechSurge, host Sriram Viswanathan speaks with Dr. Gracelin Baskaran, Director of the Critical Mineral Security Program at the Center for Strategic and International Studies. A mining economist with over a decade of field experience across Africa, Latin America, Asia, and the Middle East, Gracelin is one of the sharpest minds working on how the world secures the raw materials that make advanced technology possible.Gracelin brings a clarifying perspective to a topic that is often framed as a geopolitical contest: the real challenge, she argues, is economic. Until mining in allied countries is genuinely profitable — until the capital, energy infrastructure, processing technology, and policy stability are all in place — supply chain security remains aspirational, regardless of how many executive orders get signed.Sriram and Gracelin work through the full landscape: what critical minerals actually are and why the term matters, how China built its dominance not just through geology but through industrial strategy and foreign policy, and why the 29-year average timeline from mineral discovery to production creates a fundamental tension with the pace of technology investment. They examine the gap the CHIPS Act left unfilled, the case for aggregating allied demand to change the economics of new mines, and what tech CEOs are dangerously wrong to assume about their own supply chains.They also dig into the emerging policy architecture: Project Vault as a demand-driven civilian stockpile, the critical minerals ministerial that brought 55 countries to Washington, and the role of recycling and AI-driven exploration in accelerating a supply chain that cannot be built on mining alone.Ultimately, Gracelin argues that America's greatest advantage is not its geology — it is its capacity to innovate. But innovation without investment, and investment without durable policy, will not be enough. The window is open. The question is whether the commitment holds.If you enjoy this episode, please subscribe and leave us a review on your favorite podcast platform.Sign up for our newsletter at techsurgepodcast.com for updates on upcoming TechSurge Live Summits and future Season 2 episodes.Episode Links:Connect with Gracelin: https://www.linkedin.com/in/gracelinbaskaran/ Learn more about CSIS Critical Minerals Security Program: https://www.csis.org/programs/energy-security-and-climate-change-program/critical-minerals-securityTimestamps:[00:00] China's Rare Earth Wake-Up Call[02:57] The Origin Story Behind Gracelin[05:02] What “Critical Minerals” Actually Means[08:17] Saudi Arabia's Mineral Strategy Playbook[10:33] Why Economics Matters More Than Geology[13:54] Why New Mines Take Decades to Build[16:42] China's Supply Chain Dominance Explained[24:57] America's Workforce and Processing Problem[27:05] Innovation vs Scale in the Mineral Race[29:54] Can the US Rebuild Mineral Processing?[33:10] Startups, Capital, and the Mining Challenge[35:02] Belt and Road, Security, and Global Supply[41:19] The CHIPS Act's Missing Ingredient[46:21] The Policy Blueprint for Critical Minerals[51:59] Project Vault Explained[53:54] Rapid-Fire Takeaways and Final Reality Check
9/16: Gregory Copley highlights a major defense contract between Japan and Australia, involving the sale of Mogami-class frigates. The two nations are cooperating to bypass China's monopoly on rare earth processing and energy supply chains. This partnership builds on a long history of strategic trade.
CEO of Rare Earths Americas (REA), Don Swartz, discusses earnings, IPO outlook, and the race to secure heavy rare earth supply. He highlights China's dominance in manufacturing electric vehicles and why it's a concern. Don added that the U.S. electric vehicle demand isn't slowing anytime soon.======== Schwab Network ========Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DEmpowering 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
Australia and Japan have signed a suite of deals strengthening economic and security cooperation as Japan's 'iron lady' makes her first visit to Australia as leader. With global energy disruptions and a faltering rules-based world order, both leaders say a strengthened alliance between Australia and Japan is crucial for both countries. - 5月4日、日本の高市早苗首相が、就任後初めてオーストラリアを訪問しました。初の女性総理大臣となった「鉄の女」と表現される高市首相の訪問で、オーストラリアと日本は経済・安全保障協力強化のための一連の協定に署名しました。
Australia and Japan have signed a suite of deals strengthening economic and security cooperation as Japan's 'iron lady' makes her first visit to Australia as leader. With global energy disruptions and a faltering rules-based world order, both leaders say a strengthened alliance between Australia and Japan is crucial for both countries.
Andreas Steno Larsen and Mikkel Rosenvold are back to break down the latest shifts in global markets, starting with fresh developments in the Strait of Hormuz, then they turn to the inflation outlook, and they tackle the AI narrative, asking whether the surge in capex and demand from mega-cap tech signals a bubble, as markets continue to climb despite widespread skepticism. Today's sponsor is Plus500 US. Take your trading to the next level with cross-market contracts, from precious metals to key indices, and more. Whether you're a seasoned trader in the Futures arena or brand new, Plus500's user-friendly trading platform offers you the advanced tools, market insights, and quick execution you've been looking for. Get started with Plus500 for as little as $100 at https://us.plus500.com. Trading in futures involves the risk of loss. Let Monarch do your financial 'spring cleaning' for you! Use code REALVISION at Monarch.com to get your first year half off at just $50. Timestamps: 01:07 - Macro Mondays: Hormuz Moves, Inflation Risks, and the AI Bubble02:02 - Real Vision Portfolio Update and Why April Was Strong02:44 - Microsoft Earnings, OpenAI Backlog, and the AI CapEx Debate04:36 - Meta's AI Spending Problem and Why the Backlog Isn't There07:06 - What Could Actually Burst the AI Bubble?08:18 - Fed, ECB, and BOE Delay Hiking Talk as Hormuz Risk Builds09:24 - Why the Fed Won't Cut Rates Yet Under Kevin Warsh10:19 - Project Freedom: The US Plan to Reopen the Strait of Hormuz11:13 - Trump's Hormuz Announcement and Iran Missile Headlines13:08 - Can Trump's Move Break the Strait of Hormuz Deadlock?14:20 - Why Iran Risks Looking Like the Aggressor if It Fires on Commercial Ships16:27 - Why the Strait of Hormuz Crisis Hits Emerging Markets Hardest19:17 - Why the West Can Still Pay Up for Oil and Food Supply20:39 - Energy Shock, Imported Inflation, and the Real Risk to Western Economies23:53 - Trump-Xi Summit Risks, Global Trade Chokepoints, & China Dependencies26:46 - Solar Panels, Rare Earths, and the New Supply Chain Power Game
Andreas Steno Larsen and Mikkel Rosenvold are back to break down the latest shifts in global markets, starting with fresh developments in the Strait of Hormuz, then they turn to the inflation outlook, and they tackle the AI narrative, asking whether the surge in capex and demand from mega-cap tech signals a bubble, as markets continue to climb despite widespread skepticism.Timestamps:01:07 - Macro Mondays: Hormuz Moves, Inflation Risks, and the AI Bubble02:02 - Real Vision Portfolio Update and Why April Was Strong02:44 - Microsoft Earnings, OpenAI Backlog, and the AI CapEx Debate04:36 - Meta's AI Spending Problem and Why the Backlog Isn't There07:06 - What Could Actually Burst the AI Bubble?08:18 - Fed, ECB, and BOE Delay Hiking Talk as Hormuz Risk Builds09:24 - Why the Fed Won't Cut Rates Yet Under Kevin Warsh10:19 - Project Freedom: The US Plan to Reopen the Strait of Hormuz11:13 - Trump's Hormuz Announcement and Iran Missile Headlines13:08 - Can Trump's Move Break the Strait of Hormuz Deadlock?14:20 - Why Iran Risks Looking Like the Aggressor if It Fires on Commercial Ships16:27 - Why the Strait of Hormuz Crisis Hits Emerging Markets Hardest19:17 - Why the West Can Still Pay Up for Oil and Food Supply20:39 - Energy Shock, Imported Inflation, and the Real Risk to Western Economies23:53 - Trump-Xi Summit Risks, Global Trade Chokepoints, & China Dependencies26:46 - Solar Panels, Rare Earths, and the New Supply Chain Power Game
MSD's Ian Wagner speaks with Defense Metals CEO Mark Tory about advancing the Wicheeda rare earth project in British Columbia. The company's pre-feasibility study outlines production of roughly 5,000 tonnes of NdPr annually, supported by strong economics and a potential 60-40 debt-equity financing structure, including interest from Export Development Canada. Tory highlights China's dominance in rare earths and how Western governments are working to establish secure supply chains, including pricing floors. With permitting underway and a feasibility study planned, upcoming catalysts include strategic partnerships and potential government-backed funding initiatives.
At one point in history, one U.S. company monopolized the rare earths industry. Then China took over the industry. Can the U.S. bring it back?Rare earths are critical to making, like, everything. From smart phones to electric vehicles to microwaves. They've also become a powerful political weapon for China, which controls the majority of mining and processing of rare earths. Today, we have the story of the rise and fall of America's rare earth industry told through that single company. It's a corporate saga made for prestige television about the elements that literally, once, made prestige televisions. Live event info and tickets here. Pre-order the Planet Money book and get a free gift. / Subscribe to Planet Money+Listen free: Apple Podcasts, Spotify, the NPR app or anywhere you get podcasts.Facebook / Instagram / TikTok / Our weekly Newsletter.This episode was produced by Emma Peaslee and edited by Marianne McCune. It was fact-checked by Sierra Juarez and engineered by Cena Loffredo and Jimmy Keeley. Alex Goldmark is Planet Money's executive producer.See pcm.adswizz.com for information about our collection and use of personal data for sponsorship and to manage your podcast sponsorship preferences.NPR Privacy Policy
USA Rare Earth has signed a definitive agreement to acquire the Serra Verde Group for approximately $2.8 billion, a deal that includes 100% ownership of the Pela Ema rare earth mine in Brazil. Backed by U.S. government financing and offtake agreements, the combined company said it will generate approximately $1.8 billion in annual EBITDA by 2030 through a fully integrated supply chain. Q2 Metals has announced its inaugural Inferred Mineral Resource Estimate for the Cisco Lithium Project in Quebec, totaling 295 million tonnes at an average grade of 1.36% Li2O. The company said that the substantial resource includes 270 million tonnes of pit-constrained mineralization and an additional 24 million tonnes identified for underground mining, positioning the project among the top hard-rock lithium assets globally.Other news covered is Andina Copper, Fortune Bay, Magna Mining and Denarius Metals. This episode of Mining Stock Daily is brought to you by Vizsla Silver. Vizsla Silver is focused on becoming one of the world's largest single-asset silver producers through the exploration and development of the 100% owned Panuco-Copala silver-gold district in Sinaloa, Mexico. The company consolidated this historic district in 2019 and has now completed over 375,000 meters of drilling. The company has the world's largest, undeveloped high-grade silver resource. Learn more at https://vizslasilvercorp.com/
Plus: Shares of Fermi plunge on executive departures. And Chinese humanoid robot Lightning beats human world record for best half-marathon time. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices
4. Evan Ellis reports on Brazil's strategic rare earth minerals and a U.S. deal to diversify supplies away from China. He also notes the impending presidential election, where polling shows Lula and Bolson's son neck-and-neck. (4)1854 CURRIER & IVES MISSISSIPPI
14. China's Strategic Monopoly on Rare Earths. Guest: Simon Constable. Simon Constable breaks down the reality of rare earth elements, noting they are not rare but difficult to refine. He emphasizes China's dominant control, refining approximately ninety percent of the world's global supply.,, (14)1906 ROAD TO INDIA
SHOW SCHEDULE THE JOHN BATCHELOR SHOW 3-25-2026.1905 CAIRO.1. USS Gerald R. Ford's Successes and Innovations. Guest: Rebecca Grant. Rebecca Grant highlights the carrier's successful combat mission and technical advances like the electromagnetic launch system and high-capacity elevators. She notes these innovations significantly increase strike power compared to older Nimitz-class aircraft carrier ships.,, (1)2. China's Drive for Undersea Maritime Hegemony. Guest: Rick Fisher. Rick Fisher discusses China's long-term project to map the ocean floor for submarine warfare. He warns that China's expanding fleet and undersea sensor networks aim to achieve naval parity with the United States.,, (2)3. The Return of Conventional Amphibious Warfare. Guest: Grant Newsham. Grant Newsham explains the deployment of Marine Expeditionary Units to the Persian Gulf. He argues this move validates traditional amphibious capabilities over recent "force design" strategies that focused solely on small, island-based missile teams.,, (3)4. Taiwan's Strategic Pivot to Nuclear Energy. Guest: Jack Burnham. Jack Burnham analyzes Taiwan's decision to restart its nuclear power plants to ensure energy security. Facing vulnerabilities in LNG supplies from the Middle East, Taiwan seeks a stable, domestic baseload power for critical manufacturing.,, (4)5. Russia's Economic Bonus from Iran Conflict. Guest: Michael Bernstam. Michael Bernstam explains how skyrocketing oil prices have rescued Russia's economy, doubling weekly revenues. While Europe faces severe diesel shortages and high costs, Moscow benefits from increased prices and reduced discounts to Asian buyers.,, (5)6. Global Fertilizer Crisis and Food Security. Guest: Michael Bernstam. Michael Bernstam warns of a massive shortage in nitrogen fertilizers due to the conflict in the Middle East. This crisis threatens global food security and will likely cause significant price increases for agricultural commodities.,, (6)7. Postponed Diplomacy and China's Strategic Dependency. Guest: Steve Yates. Steve Yates discusses the delay of the Trump-Xi summit due to China's support for Iran. He highlights China's critical dependency on energy imports and export markets, which remain major points of US leverage.,, (7)8. China's Strategic Post-Conflict Energy Strategy. Guest: Steve Yates. Steve Yates examines Beijing's efforts to maintain privileged energy access in a post-conflict Iran. China is pursuing nuclear and solar alternatives while using stockpiles to mitigate its vulnerability to global supply chain disruptions.,, (8)9. The Deep Iran-North Korea Missile Threat. Guest: Bruce Bechtol. Bruce Bechtol details the firing of North Korean-designed Musudan missiles at Diego Garcia. He highlights the deep technological partnership between the two regimes, which includes the construction of underground facilities and nuclear infrastructure.,, (9)10. Nuclear Proliferation and Shifting Supply Chains. Guest: Bruce Bechtol. Bruce Bechtol explores North Korea's role in developing Iranian nuclear capabilities and drones. He explains how Pyongyang uses maritime and rail routes through Russia to supply Tehran, bypassing international sanctions and interdiction efforts.,,, (10)11. Elon Musk's Vertical Integration in Space. Guest: Bob Zimmerman. Bob Zimmerman discusses Musk's "Terra-fab" chip factory and plans for space-based data centers. He also notes technical failures in ULA's Vulcan rocket, which have forced the Space Force to shift launches to SpaceX.,, (11)12. Planetary Exploration and Significant Astronomical Changes. Guest: Bob Zimmerman. Bob Zimmerman details the deteriorating condition of the Curiosity rover's wheels on Mars. He also examines new Juno data on Jupiter's lightning and Hubble images showing the physical expansion of the Crab Nebula supernova.,, (12)13. Commodity Markets and European Economic Hardship. Guest: Simon Constable. Simon Constable reports on high energy prices and diesel shortages in France. He analyzes how the Iran war affects global commodities like copper and gold, while also discussing controversial new EU-aligned domestic legislation.,,, (13)14. China's Strategic Monopoly on Rare Earths. Guest: Simon Constable. Simon Constable breaks down the reality of rare earth elements, noting they are not rare but difficult to refine. He emphasizes China's dominant control, refining approximately ninety percent of the world's global supply.,, (14)15. The Complicated Legacy of Robert Mueller. Guest: Craig Unger. Craig Unger reflects on the passing of Robert Mueller, discussing the unfinished questions regarding the 2016 Trump-Russia investigation. He highlights the distinction between criminal and counterintelligence probes regarding money laundering and influence operations.,, (15)16. Trump's Ties to Russia and Epstein. Guest: Craig Unger. Craig Unger explores Donald Trump's continued favorable rhetoric toward Vladimir Putin. He discusses how the Iran war benefits Russia economically and mentions potential vulnerabilities related to the Jeffrey Epstein files and Russian intelligence.,, (16)
PREVIEW FOR LATER TONIGHT: Charles Burton. Charles Burton explores Canada's vast rare earth resources and the extraction challenges. He examines whether Canada will allow U.S. investment to end the dangerous practice of sending these minerals to China for processing. (2)1910 ORDER OF THE DAUGHTERS OF THE EMPIRE
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