Podcasts about rare earths

Alan Tonelson and Gordon Chang. Despite a trade truce declared last October, the U.S. remains dependent on China for rare earths and critical minerals. Alan Tonelson notes that while China's domestic economy is weak, it maintains a "chokehold" on products essential for AI and military technology. The Trump administration's decision to remove trade sanctions on Hong Kong is viewed as a puzzling move that may create a hole in the sanctions regime. (3)1902 YEMEN

Meredith Schwartz is an associate fellow for the Critical Minerals Security Program at the Center for Strategic and Internationals Studies (CSIS). In this interview Meredith discusses the mandate of CSIS, China export restrictions, the Vault Project and how the U.S. government is reducing its reliance on China for rare earths. To learn more about the Critical Minerals Security Program https://www.csis.org/programs/critica...To learn more about Meredith Schwartz https://www.csis.org/people/meredith-...*For business inquires, please reach out at info@bloorstreetcapital.com*This video/interview is not financial advice. This channel, Bloor Street Capital, is not responsible for the performance of its guests, sponsors or affiliates. WAIVER & DISCLAIMERIf you register for this webinar/interview you agree to the following: This webinar is provided for information purposes only. All opinions expressed by the individuals in this webinar/interview are solely the individuals' opinions and neither reflect the opinions, nor are made on behalf of, Bloor Street Capital Inc. Presenters will not be providing legal or financial advice to any webinar participants or any person watching a recorded version of the webinar. The investing ideas and strategies discussed on this webinar/interview are not recommendations to buy or sell any security and are not intended to provide any investment advise of any kind, but are made available solely for educational and informational purposes. Investments or strategies mentioned in this webinar/interview may not be suitable for your particular investment objectives, financial situation, or needs. You should be aware of the real risk of loss in following any investment strategy discussed in this webinar/interview. All webinar participants or viewers of a recorded version of this webinar should obtain independent legal and financial advice. All webinar participants accept and grant permission to Bloor Street Capital Inc. and its representatives in connection with such recording. The information contained in this webinar/interview is current as of July, 2026 the date of this webinar/interview, unless otherwise indicated, and is provided for information purposes only. Bloor Street Capital Inc. was paid a fee for organizing and producing this event.

Rainbow Rare Earths (LSE: RBW) is establishing the first commercial recovery of rare earth elements from phosphogypsum, which is a by-product from the production of phosphoric acid.Rainbow Rare Earths is developing the Phalaborwa Project in South Africa and the Uberaba Project in Brazil. To learn more https://www.rainbowrareearths.com/*For business inquires, please reach out at info@bloorstreetcapital.com*This video/interview is not financial advice. This channel, Bloor Street Capital, is not responsible for the performance of its guests, sponsors or affiliates. WAIVER & DISCLAIMERIf you register for this webinar/interview you agree to the following: This webinar is provided for information purposes only. All opinions expressed by the individuals in this webinar/interview are solely the individuals' opinions and neither reflect the opinions, nor are made on behalf of, Bloor Street Capital Inc. Presenters will not be providing legal or financial advice to any webinar participants or any person watching a recorded version of the webinar. The investing ideas and strategies discussed on this webinar/interview are not recommendations to buy or sell any security and are not intended to provide any investment advise of any kind, but are made available solely for educational and informational purposes. Investments or strategies mentioned in this webinar/interview may not be suitable for your particular investment objectives, financial situation, or needs. You should be aware of the real risk of loss in following any investment strategy discussed in this webinar/interview. All webinar participants or viewers of a recorded version of this webinar should obtain independent legal and financial advice. All webinar participants accept and grant permission to Bloor Street Capital Inc. and its representatives in connection with such recording. The information contained in this webinar/interview is current as of July 6, 2026 the date of this webinar/interview, unless otherwise indicated, and is provided for information purposes only. Bloor Street Capital Inc. was paid a fee for organizing and producing this event.

- Zoox Getting New Robotaxi Models - Rare-Earth-Free Motor from India Startup - EU Slaps Duties on Chinese-Made Tires - VW Expands China-Made Exports - BYD Moves Pickup Upscale - BYD Yangwang U9 Aims for 500 KM/H - Bosch Opens New Chip Plant - U.S. Traffic Deaths Down, But Why?

- Zoox Getting New Robotaxi Models - Rare-Earth-Free Motor from India Startup - EU Slaps Duties on Chinese-Made Tires - VW Expands China-Made Exports - BYD Moves Pickup Upscale - BYD Yangwang U9 Aims for 500 KM/H - Bosch Opens New Chip Plant - U.S. Traffic Deaths Down, But Why?

This week's episode features Energy Transition Minerals managing director Daniel Mamadou in conversation with host Adrian Pocobelli about the status of the company's Kvanefjeld rare earths project in Greenland. Mamadou outlines the project's history and the licensing challenges it has faced with the Greenland government. He also explains why, in his view, the company and project have been unfairly politicized and targeted, and why he considers the non-renewal of the company's exploration licence to amount to expropriation by default. He also discusses the challenges of securing and maintaining a social licence within the local community. This week's Spotlight features Tim Crossley, managing director of Adyton Resources, who discusses the company's three gold projects in Papua New Guinea, including its flagship Feni Island gold-copper project. To learn more, visit: https://adytonresources.com/ All this and more with host Adrian Pocobelli. “Rattlesnake Railroad”, “Big Western Sky”, “Western Adventure” and “Battle on the Western Frontier” by Brett Van Donsel (⁠www.incompetech.com⁠). Licensed under Creative Commons: By Attribution 4.0 License ⁠creativecommons.org/licenses/by/4.0⁠ Apple Podcasts:⁠ https://podcasts.apple.com/ca/podcast/the-northern-miner-podcast/id1099281201⁠ Spotify:⁠ https://open.spotify.com/show/78lyjMTRlRwZxQwz2fwQ4K⁠ YouTube:⁠ https://www.youtube.com/@NorthernMiner⁠ Soundcloud:⁠ https://soundcloud.com/northern-miner

American Resources Corp CFO Kirk Taylor joined Steve Darling from Proactive to discuss the company's $25 million investment from the U.S. Department of War's Economic Defense Unit, in partnership with the Office of the Under Secretary of War for Acquisition and Sustainment, to expand domestic critical mineral refining at ReElement Technologies' Marion, Indiana campus. Taylor said the funding will support the installation of additional refining equipment, new production lines, and working capital to accelerate commercial production of high-purity rare earth elements and defense-critical minerals. The expanded facility will process both primary and recycled feedstocks, including end-of-life permanent magnets, to produce high-purity rare earth oxides and specialty materials such as yttrium, gadolinium, germanium, and gallium for applications in defense, aerospace, semiconductors, advanced communications, and other strategic industries. “This investment reflects the growing importance of secure, domestic refining capacity to America's national security and industrial resilience,” Taylor said. Unlike traditional refining operations that rely on a single mine or feedstock source, ReElement has developed a refining-first platform capable of processing a wide range of primary and recycled materials. Its modular design allows production capacity to expand alongside customer demand while reducing reliance on any single upstream resource or geographic region. The company's proprietary chromatographic separation technology is designed to economically separate and refine multiple critical minerals to purities ranging from approximately 99.5% to 99.999%, supporting diverse supply chains through a common refining infrastructure. Management believes the government investment significantly strengthens ReElement's role in building a secure domestic supply chain for critical minerals while supporting U.S. industrial resilience and national security. #proactiveinvestors #americanresourcescorporation #nasdaq #arec #SustainableMining, #MineralRefining, #RecyclingInnovation, #CriticalMinerals, #RareEarthRecycling #CriticalMinerals #NationalSecurity #Defense #SupplyChain #AdvancedManufacturing #RareEarthRefining #MiningNews #departmentofwar

Rare earths are caught up in a global power struggle and this has resulted in both, significantly higher prices and opportunities for investors. This Master Class will provide you with a strong foundation in the essentials of rare earth elements. Agenda Steve Schoffstall - Sprott George Bennett - Rainbow Rare EarthsMeredith Schwartz - CSIS Sam Riggall - Sunrise Energy Metals Constantine Karayannopolous Conclusion *For business inquires, please reach out at info@bloorstreetcapital.com*This video/interview is not financial advice. This channel, Bloor Street Capital, is not responsible for the performance of its guests, sponsors or affiliates. WAIVER & DISCLAIMERIf you register for this webinar/interview you agree to the following: This webinar is provided for information purposes only. All opinions expressed by the individuals in this webinar/interview are solely the individuals' opinions and neither reflect the opinions, nor are made on behalf of, Bloor Street Capital Inc. Presenters will not be providing legal or financial advice to any webinar participants or any person watching a recorded version of the webinar. The investing ideas and strategies discussed on this webinar/interview are not recommendations to buy or sell any security and are not intended to provide any investment advise of any kind, but are made available solely for educational and informational purposes. Investments or strategies mentioned in this webinar/interview may not be suitable for your particular investment objectives, financial situation, or needs. You should be aware of the real risk of loss in following any investment strategy discussed in this webinar/interview. All webinar participants or viewers of a recorded version of this webinar should obtain independent legal and financial advice. All webinar participants accept and grant permission to Bloor Street Capital Inc. and its representatives in connection with such recording. The information contained in this webinar/interview is current as of July, 2026 the date of this webinar/interview, unless otherwise indicated, and is provided for information purposes only. Bloor Street Capital Inc. was paid a fee for organizing and producing this event.

Interview with Nicholas Holthouse, MD of Mont Royal ResourcesOur previous interview: https://www.cruxinvestor.com/posts/mont-royal-resources-asxmrz-ashram-pea-nears-as-capex-slashed-50-and-fluorspar-upside-emerges-10160Recording date: 8th July 2026Mont Royal Resources Limited (ASX:MRZ, TSXV:MRZL) has used the past month to substantiate its case as a scale rare earths developer positioned to help address Western critical minerals supply gaps. The centrepiece is an updated Preliminary Economic Assessment for the company's 100%-owned Ashram Rare Earths and Fluorspar Project in Nunavik, Québec, released and followed by the formal NI 43-101 Technical Report required under Canadian disclosure rules.The updated PEA confirms Ashram as a 30-year, large-scale development. On a post-tax basis, the project delivers an NPV8 of C$2.03 billion, an IRR of 22.0%, and payback of 3.9 years from the start of production; pre-tax figures are stronger, at C$3.44 billion NPV8 and 25.6% IRR. Life-of-mine revenue is forecast at C$24.6 billion, with EBITDA of C$15.5 billion (a 62.7% margin), driven by average annual production of approximately 17,466 tonnes of saleable rare earth oxide, including roughly 4,035 tonnes of NdPr oxide. Initial capital expenditure is estimated at C$1.23 billion, including a 30% contingency, with the Company also anticipating C$342 million in refundable Clean Technology Manufacturing tax credits.The updated Mineral Resource Estimate totals 204.3Mt (73.2Mt Indicated at 1.89% TREO and 131.1Mt Inferred at 1.91% TREO), with the mine plan drawing on only around 25% of that base over its 30-year life leaving room for future expansion, including the currently excluded BD-Zone. NdPr, the primary magnet metal pairing, represents approximately 21% of the resource's total rare earth oxide content, a distribution that positions Ashram to supply the higher-value end of the rare earth basket into markets forecast to grow at 8-12% annually through 2050.Beyond the economic study, Mont Royal is managing two other active workstreams. First, the company acknowledged an independent, Nation-led initiative from the Naskapi Nation of Kawawachikamach to evaluate potential regional access corridor options, a process Mont Royal says it respects but does not control, running in parallel to its own engagement with Inuit, Naskapi and Innu communities on Ashram-related infrastructure. Second, the company's 75%-owned Northern Lights Minerals project is undergoing a helicopter-supported gold till-sampling survey across the Chateaufort Property, targeting ground directly along strike from Benz Mining's 1,005,000oz Eastmain gold deposit, with preliminary data expected in August 2026 and a full report in Q3.For investors, the key considerations are straightforward. On the positive side: a resource base and NdPr distribution that stack up well against global peers, PEA economics that clear the bar for progression to Pre-Feasibility Study, and access to Canadian government funding support, including the anticipated tax credit allocation. On the risk side: the PEA carries a ±50% accuracy range typical of scoping-level studies, no off-take agreements or committed financing are yet in place against the roughly C$1.23 billion initial capital requirement, and the assumed third-party access-road cost model has not yet been formalised into an infrastructure agreement. Permitting is expected to take several years given the project's location within federally and provincially regulated territory under the James Bay and Northern Québec Agreement.The Company has targeted the second half of 2026 for the start of Pre-Feasibility Study work, alongside continued permitting, environmental baseline studies, and strategic partnership discussions as the next set of milestones to track.View Mont Royal Resources' company profile: https://www.cruxinvestor.com/companies/mont-royal-resources Sign up for Crux Investor: https://cruxinvestor.com

Dalaroo Metals (ASX:DAL) CEO John Morgan joined Proactive's Stephen Gunnion to discuss encouraging progress at the Blue Lagoon rare earth project in southern Greenland, where the 2025 field season is around three-quarters complete. The company has significantly scaled up activity, expanding its sampling programme from just over 100 samples last year to nearly 300 this season, alongside geological mapping and geophysical surveys. The standout development has been the identification of pegmatites believed to be the hard rock source of the rare earth mineralisation — a discovery that could fundamentally reshape the geological understanding of the project. "Last year we sort of had a sediment hosted deposit," Morgan said. "Now we really do believe that we've got a hard rock host and a much larger sediment system." Upcoming milestones include completion of the geological mapping model, assay results from samples sent to Australia, and metallurgical testing — all expected over the coming months and expected to guide the next phase of exploration, including potential drilling. Visit the Proactive YouTube channel for more interviews with leading ASX-listed companies, and don't forget to like this video, subscribe to the channel and enable notifications so you never miss future updates. #DalarooMetals #RareEarths #Greenland #BlueLagoon #CriticalMinerals #Mining #Exploration #ASX #MineralExploration #Geology #ResourceInvesting #ProactiveInvestors

Which startups are solving Europe's two key circular economy challenges: automated disassembly and critical raw materials recovery? This episode covers the Circular Technology Award, launched by Circular Republic and Knorr-Bremse, to back startups working in both fields. Matthias Ballweg, co-founder of Circular Republic, and Oliver Klug, Chief Strategy and Transformation Officer at Knorr-Bremse, explain why they created the award, what they learned from the applicants, and why they paired prize money with proof-of-concept partnerships instead of funding alone. What you'll hear in this episode: • Why automated disassembly is finally viable, and what the robots can now do that they couldn't five years ago. • How two very different approaches recover critical raw materials in Europe: hydrogen to reclaim rare earth magnets, and low-temperature salts to pull metals from electronic scrap. • What corporates like Knorr-Bremse look for before adopting a startup's technology. The four winning startups then present what they've built: Xavier Kohll from R3 Robotics and Tomaso Manca from Hiro Robotics winners in automated disassembly, Carlo Burkhardt from HyProMag and Fred White from DEScycle winners in critical raw materials recovery. This is the final episode of the IFAT Munich 2026 series, recorded live at the fair.

In this latest OIES podcast Michal Meidan talks to Henry Sanderson about his paper: “China and Rare Earth Supply Chains: Export Controls, Dual-Use Governance and UK Exposure”. Henry and Michal explore how China built unprecedented control over the rare earths value chain, how Beijing is now weaponising its dominance through targeted export controls on key […] The post OIES Podcast – China's dominance and weaponisation of rare earth supply chains appeared first on Oxford Institute for Energy Studies.

Rainbow Rare Earths (LSE:RBW) CEO George Bennett and technical director Dave Dodd joined Proactive's Stephen Gunnion to discuss significant process improvements at its phosphogypsum rare earths recovery project ahead of the definitive feasibility study. Dodd explained that a better understanding of fluorine management has allowed Rainbow to remove an entire processing stage by using silica to control fluorine during leaching, while the introduction of Continuous Ion Exchange technology further simplifies plant design. Bennett said the improvements are expected to keep capital within previously guided ranges while reducing operational risk. "We believe these optimisations have simplified our flow sheet, which bodes well for not only OpEx, but also the operability of the plant," he said. The discussion also covered the technical challenges of recovering rare earths from phosphogypsum rather than mined ore, with Dodd noting the company has developed a process using established industrial technologies to support confidence in commercial scalability. Remaining optimisation work ahead of DFS completion focuses on the interface between the Continuous Ion Exchange circuit and the downstream solvent extraction process, which is expected to produce high-purity NdPr and a valuable heavy rare earth concentrate. For more interviews with company executives and market insights, visit the Proactive YouTube channel. Don't forget to like this video, subscribe to the channel and enable notifications so you never miss future content. #RainbowRareEarths #RareEarths #Mining #CriticalMinerals #Phosphogypsum #DFS #NdPr #RareEarthProcessing #CleanTechnology #InvestorNews #ResourceInvesting #ProactiveInvestors

Interview with Kurt Budge, CEO of Leading Edge Materials Corp.Our previous interview: https://www.cruxinvestor.com/posts/leading-edge-materials-tsxvlem-heavy-rare-earth-asset-sets-production-timeline-8642Recording date: 30th June 2026Leading Edge Materials Corp. (TSXV:LEM) has secured a 25-year Exploitation Concession from the Swedish government for its Norra Kärr heavy rare earth elements project, an outcome the company frames as the most consequential regulatory milestone in its history. The decision follows 15 years of technical work and formal endorsements from Sweden's Mining Inspectorate, the Geological Survey of Sweden, and county administrative boards, and it fundamentally changes the nature of the investment case: Norra Kärr moves from a project defined by permitting uncertainty to one defined by financing and offtake execution.The core of the opportunity lies in the composition of the resource. Norra Kärr holds a high concentration of dysprosium, terbium and yttrium, heavy rare earths essential to permanent magnets used in electric motors, wind turbines and defence equipment, at a time when the European Union has no domestic rare earth production of its own. Independent research from Edison Group has ranked Norra Kärr third globally among comparable deposits on a dysprosium-equivalent basis and assigned the project a risked NPV10 of approximately $900 million. Investors should note this valuation is based on 2026 analysis and predates some of the more recent shifts in ex-China pricing for heavy rare earths, which have widened materially relative to Chinese domestic prices as buyers seek supply independent of Beijing's export licensing controls. Management has an updated prefeasibility study underway that is expected to incorporate current pricing.CEO Kurt Budge has been explicit about how the lease changes commercial conversations. Where prior discussions with prospective offtake partners and lenders were consistently constrained by the absence of confirmed mining rights, the company can now present Norra Kärr as a de-risked, strategically important asset. This distinction is particularly relevant given that offtake certainty has become an increasingly central requirement for both lenders and equity investors evaluating rare earth projects.The near-term catalyst path is reasonably well defined. Environmental permit preparation, including baseline data collection, is expected to take six to nine months before an application can be submitted, running in parallel with the prefeasibility study update. Management continues to target production within four years and has identified binding offtake agreements as the next material milestone, both for their direct commercial value and for the signal they send to potential financiers.The broader context is one of policy support outpacing available risk capital in Europe, in contrast to more assertive state-backed capital deployment in the United States, illustrated by transactions such as Energy Fuels' acquisition of Germany's Vacuumschmelze. This dynamic underscores both the strategic scarcity value of Norra Kärr and the execution risk that remains: no binding offtake has yet been signed, and the prefeasibility study is not yet complete. For investors, the lease represents a genuine de-risking event, but the pace at which Leading Edge converts this milestone into confirmed financing and offtake agreements will be the key variable to monitor over the coming months.View Leading Edge Materials' company profile: https://www.cruxinvestor.com/companies/leading-edge-materialsSign up for Crux Investor: https://cruxinvestor.com

Send us Fan MailIn this episode of WTR Small Cap Spotlight, Critical Metals Corp.'s Director of Corporate Development and Investor Relations, Tom McNamara, joins WTR's Tim Gerdeman and Dmitry Silversteyn to discuss the company's flagship Tanbreez rare earth project and its path to development. The conversation covers ownership consolidation, commercial partnerships, and accelerated project execution, as well as Critical Metals' broader strategy to build an integrated Western rare earth and lithium supply chain serving defense, advanced technologies, and the global energy transition. 

In this episode, host Paul Spain chats with Alain Richardt, founder of Atomic Tessellator. Learn about Alain's unconventional journey from global tech consultancy to bootstrapping world-class innovation from his living room and discover how this Kiwi deep tech startup is using AI and physics-based simulation to design new materials at the atomic level, before they are physically created.Plus, the latest in tech news including:Minister David Seymour urges Pharmac to use more AIRocket Lab Acquires Iridium in $14B Deal to Challenge StarlinkSpaceX plans mobile service to rival U.S. carriersGlobal “Operation Endgame” disrupts cybercrime assembly lineApple price hike due to memory costsAnthropic calls for action over alleged Alibaba Claude cloningA big thank you to our show partners One NZ, Spark, PwC, Workday, 2degrees, Fortinet and Gorilla Technology.

This is AI x Multilateralism, a playlist of conversations at the UN Library & Archives Geneva where we're joined by experts who help us unpack the many ideas and issues at the nexus of AI and international cooperation.   The environmental impact of AI systems is becoming clearer and increasingly discussed. But what if we went beyond this to look at how the success of AI is dependent on the earth's resources? In this episode we are joined by Martín Tironi Rodó, Director of FAIR, the Futures of Artificial Intelligence Research Nucleus, and the sociologist of Pontificia Universidad Católica de Chile. He shares why artificial intelligence is deeply interconnected with planetary intelligence, and calls for more research, agency and leadership across Chile and Latin America in shaping the future of AI. Resources: Learn about the Futures of Artificial Intelligence Research (FAIR) Nucleus Discover the Conceptual Cartographies of AI Explore the Hybrid Ecologies Exhibition Discover the exhibition Bajo nuestros pies: The Rare Earths of AI Consult Martin's work and research publications Production:    Guest: Martín Tironi Rodó Host, production and editing: Natalie Alexander Julien  Podcast Music credits: Music from #Uppbeat (free for Creators!): https://uppbeat.io/t/img/sequence License code: AVHFBHYLV8MCYE1C

Stijn Schmitz welcomes back John Feneck to the show. John Feneck is the CEO of Feneck Consulting Group. The discussion opens with the critical tungsten supply crunch, where China's recent export restrictions, including cutting off Japan, highlight a severe imbalance. John notes that the U.S. has not produced tungsten since 2015, while 85% of global supply comes from China, Russia, and North Korea, posing risks for defense and technology. He sees potential in advanced North American projects, and mentions growing U.S. government interest in securing domestic production. On precious metals, he views the recent sharp correction in silver and gold as a medium-term buying opportunity, with silver likely to hold around $50 after its parabolic rise, and gold's long-term bullish case supported by large bank price targets despite near-term rate-hike uncertainties. He favors producers Silverco and Americas Gold and Silver for their strong plans and management conviction. Turning to copper, near all-time highs, John highlights the supply constraints from long permitting timelines and names Power Metallic, backed by 17 billionaires and exceptional drill results, and PTX Metals, which offers low-cost copper with a pending uranium spin-off. In critical minerals, he mentions Esport Critical for its rare earths, uranium, and copper assets, and First Tolerium for its innovative thermoelectric technology with potential defense and drone applications, showcased at the upcoming DARPA competition. John concludes by describing Feneck Consulting Group's decade-long track record of providing actionable insights, real-time email updates, and investor conferences, emphasizing the value of independent, non-herd thinking in resource investing. Timestamps:00:00:00 – Introduction00:00:42 – Tungsten Market Overview00:02:47 – Global Supply Challenges00:04:06 – North American Tungsten Projects00:07:15 – Defense Applications Importance00:11:55 – Precious Metals Transition00:13:50 – Silver Price Analysis00:16:40 – Gold Market Outlook00:19:00 – Mining Stock Investments00:22:30 – Copper Sector Opportunities00:25:00 – Attractive Producers?00:31:10 – Rare Earths and Emerging Tech00:35:05 – Feneck Consulting Group Guest Links: X: https://x.com/feneckconsult YouTube: https://youtube.com/feneckcommoditiesreport LinkedIn: https://www.linkedin.com/company/feneckcommoditiesreport E-Mail: mailto:john.feneck@yahoo.com Website/Newsletter: https://www.feneckconsulting.com/ Ticker’s Discussed:Gold: Triumph Gold (TSXV:TIG, OTCQB:TIGCF), Norsemont Mining (NOG, NRRSF). Silver: Silverco Mining (TSXV:SICO, OTCQB:SICOF), Americas Gold & Silver (USA, USAS). Tungsten: Guardian Metal Resources (NYSE:GMTL, OTCQB:GMTLF), Western Star Resources (CSE:WSR, OTCQB:WSRIF), Spartan Metals (W, SPRMF). Copper: Power Metallic (PNPN, PNPNF), PTX Metals (TSXV:PTX, OTCQB:PANXF). Special Situations: First Tellurium (FTEL, FSTTF), Eastport Critical (EVI, EVIIF). John Feneck is CEO of Feneck Consulting Group. He began his career in 1992 as an equity analyst for Merrill Lynch's global allocation fund. From 1993 to 2019 he held senior executive roles at Merrill Lynch Funds (now BlackRock) and J.P. Morgan Chase Funds, where he ranked #1 in gross and net sales once at Merrill Lynch and three times at J.P. Morgan (among 40 peers). Since 2017 he has contributed articles to Kitco—becoming a regular contributor in 2021—and has appeared as a featured guest. He's delivered over 250 client seminars and webinars, spoken at 12 global commodities events, and in 2017 joined Sprott's precious metals portfolio-management team. There he developed a proprietary methodology combining technical analysis with direct insights from company management, advocating a “go anywhere” strategy and a diversified portfolio of 25–50 resource stocks to navigate the sector's volatility. In September 2019 he founded Feneck Consulting Group, helping small- and mid-cap metals and mining companies raise brand awareness and advising high-net-worth advisors on market opportunities and risks. He holds Series 7, Series 63, CMFC and CIMA Level 1 certifications (though he is not a licensed advisor) and focuses on consulting. Based in Scottsdale, AZ, he's a single dad to an 11-year-old daughter and spends weekends as a professional musician, athlete and traveler.

Interview with Rupert Verco, CEO, Cobra ResourcesOur previous interview: https://www.cruxinvestor.com/posts/cobra-resources-lsecobr-discovers-high-grade-copper-gold-over-74m-9534Recording date: 24th June 2026Cobra Resources is advancing what it describes as Australia's only rare earth project suited to in situ recovery (ISR), a mining method that offers lower capital costs, reduced environmental impact, and faster development timelines compared to conventional techniques. Located in South Australia, the project has recently confirmed mineralisation across two prospects through sonic core drilling, supporting progress toward a maiden mineral resource estimate.A defining feature of the project is its high-value rare earth composition. Approximately 43% of the mixed rare earth carbonate (MREC) basket consists of heavy rare earths, including nearly 5% dysprosium and terbium—elements critical for electric vehicles and wind turbines and typically more valuable than light rare earths. This positions Cobra competitively among global ionic clay projects.Technical results further support ISR viability. Permeability testing has demonstrated strong hydraulic connectivity, with transmissivity rates of around 8 metres per day and 80% tracer recovery within two days. These metrics suggest efficient leach cycles of 30–60 days and support well-field spacing that enhances operational efficiency. Importantly, high tracer recovery also indicates effective containment, a key requirement for regulatory approval.The project may also benefit from natural sulfide oxidation within the orebody, which can generate sulfuric acid in situ. This could offset a significant portion of reagent costs, typically around 30% of operating expenses in ISR projects, improving overall economics.Cobra plans a low-cost pilot study using existing infrastructure and ANSTO's facilities to validate the ISR process, followed by a scoping study. With supportive regulatory conditions in South Australia and proven ISR analogues in similar geological settings, the project presents a differentiated, capital-efficient pathway to rare earth production amid rising global demand for critical minerals.Learn more: https://www.cruxinvestor.com/companies/cobra-resourcesSign up for Crux Investor: https://cruxinvestor.com

Nick Hodge, Co-Owner of Digest Publishing and editor of Foundational Profits and Underground Alpha, joins us for our monthly longer-format discussion on assortment of messy macroeconomic factors, how he is navigating the bearish metals price trends, and portfolio management strategies in select gold, copper, lithium, rare earths, and uranium stocks.   We start off reviewing the mix of messy macroeconomic movers like: Market effects from the rising US Dollar – over 100 and climbing Rising short-term interest rates at the short-end of the yield curve due to Fed policy and Warsh's meeting and press conference last week; contrasted against flattening rates at the long-end of the curve Rising inflation readings, but wild fluctuations between monthly and quarterly trends Knock-on effects from geopolitics and continued uncertainty around the US/Iran MOU and supposed reopening of the Strait of Hormuz. Fluid situation causing increased volatility and impulsive reactions in both directions Sovereign debt loads and how rising rates will pressure global governments Capex investments in AI data-center build-outs are ongoing.      The majority of the macro news has been a headwind to the commodities sector, but it is a messy situation because there are positive tailwinds present at the same time.  We discussed the pullback in oil prices, in precious metals prices, and copper prices and how Nick is navigating these markets. After touching the hot stove in a few instances, (after taking a nibble at the GDXJ only to see it fall a bit further), he is not interested in trying to pick a bottom or “catch the falling knife” in most commodities. Nick would prefer to see a sustainable real low put in for each respective commodity, like the PMs or Oil or Copper, and for a new uptrend to assert itself before deploying any more new capital. He is more than happy to have a certain portfolio weighting to cash to wait out any more near-term market corrections, and is willing to deploy more cash once the turn higher is more clear.   With regards to portfolio management, Nick is concentrating his portfolio into less positions and fortifying his highest conviction investment stories with compelling catalysts.  He is more likely to trim or sell positions that were picked up based on bullish metals price direction, or as a result of spinouts, or where he is not as confident on the assets or management teams.  He recommends investors take inventory of what they own, and the investment case for why they own it and only be in the higher conviction stories.   Nick highlighted Gladiator Metals Corp. (TSXV: GLAD) (OTCQB: GDTRF) for copper, and Revival Gold Inc. (TSXV: RVG) (OTCQX: RVLGF) for gold as 2 positions he has held for some time in his portfolio that he is happy to hold through any more volatility and even add to in their weighting.  He points out that both companies have solid management teams and projects, and both still have a lot of drilling on tap for this season as a catalyst. There are also gold stocks on his watchlist that are becoming more attractive during this ongoing sector correction, like Mayfair Gold Corp. (TSXV: MFG) (NYSE American: MINE), Tiernan Gold Corp. (TSXV : TNGD), or copper stocks like Amerigo Resources Ltd. (TSX: ARG) (OTCQX: ARREF) or Ero Copper Corp. (TSX: ERO, NYSE: ERO) that he is keeping a close eye on for a potential future position.   When reviewing where he is seeing the most strength in the commodities sector, Nick highlights the Critical Minerals as having been the most resilient. He points out that the Global X Lithium and Battery ETF (NYSE: LIT) and lithium developers like Q2 Metals Corp. (TSX.V: QTWO) (OTCQB: QUEXF) and PMET Resources Inc. (TSX: PMET) (ASX: PMT) (OTCQX: PMETF) have held up better than most other metals or resource stocks. Nick highlights the ongoing direct investment and policy initiatives into the rare earths processors, separators, recyclers, noting prior investments into USA Rare Earth, Inc. (Nasdaq: USAR), MP Materials (NYSE: MP), or the news this week where Energy Fuels Inc. (NYSE American: UUUU) (TSX: EFR) was approved for a $725 million financing commitment from the Department of War, U.S. Office of Strategic Capital, to support infrastructure and capacity to process rare earth elements and other critical materials. Uranium and nuclear stocks have also been soft ever since the big move up in January, but Nick outlined the continued support from many sovereign nations to invest in both their nuclear infrastructure as well as uranium miners with projects of significance. Cameco Corporation (TSX: CCO; NYSE: CCJ) announced yesterday a conditional commitment for a loan package of up to US$17.5 billion by the US Department of Energy's (DOE) Office of Energy Dominance Financing (EDF) to reenergize the large-scale nuclear reactor supply chain, drive down costs, and accelerate the deployment of AP1000 reactors in the US and globally.   Click here to follow Nick's analysis and publications over at Digest Publishing     For more market commentary & interview summaries, subscribe to our Substacks:   The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/     Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.    

00:00 Intro01:22 U.S., China Court Brazil Over Rare Earths03:34 Rubio Meets Gulf Allies to Discuss Iran Deal04:39 Trump Launches Next-Gen Quantum Computing Push06:25 Quantum Computing Could Reshape the Future06:55 Dutch Enter U.S.-Led "Pax Silica" AI Alliance07:52 Blackstone to Invest $30B in Japan AI Data Centers08:21 AI Threat to Cyber Defenses Could Come in Months09:35 Dems Receive $1M in Donations From Firms Linked to China10:36 S. Korea KOSPI Drops Nearly 10 Percent, U.S. Chips Fall11:55 One in Ten Chinese Adults Face Debt Problems12:50 Foreign Investment Into China Falls 8.6 Percent Jan.–May14:06 Taiwan's Vice President Not Afraid to Take on Beijing15:58 Netanyahu: Israel Will Stay in Lebanon as Long as Needed17:20 Hezbollah Weakens as Iran Funding Drops19:26 U.S. Urges Iran to Curb Proxy Violence

'I think we go into an environment where a lot of your traditional safe-haven assets aren't really showing up as providing their protection anymore' – OMIG portfolio manager Jason Swartz.

Three politicians - an ANC councilor and two aspirants from rival parties - were gunned down in a single evening as South Africa's 2026 election year turns violent, and a commentator warns the worst may still be ahead. Steenkamp Kraal's rare earth processing milestone gives the West its clearest shot yet at breaking China's grip on critical minerals, while semiconductor stocks shed more than 10% overnight on fears AI data center demand is cooling. Plus the US Senate breaks with Trump on Iran in a 50-48 vote.

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

Donate (no account necessary) | Subscribe (account required) Join Bryan Dean Wright, former CIA Operations Officer, as he dives into today's top stories shaping America and the world. In this Listener Q&A episode of The Wright Report, Bryan answers your sharpest questions on the Iran Peace Memo, walking through exactly why the text still hasn't been released, what we know for certain about the money Iran is already collecting, and why his own CIA sources align with Director Ratcliffe's assessment that the IRGC simply cannot be trusted on its nuclear promises. Bryan also takes on the toughest pushback of the week, including a listener threatening to cancel over his Iran coverage, fielding it directly and on the record. He breaks down the rare earth mineral crisis and whether the US can rebuild its supply chain before a potential conflict with China, explains why climate change has functionally become a religion for the American Left, and shares his view on a domestic terror plot targeting the White House that he believes previews what the next 9/11 will actually look like. Plus, Bryan closes with a question about whether America can survive another 250 years, delivering a blunt, geopolitical case for why the answer is yes, but only if the country deals with the threat he considers more immediate than Iran. "And you shall know the truth, and the truth shall make you free." - John 8:32   Keywords: Wright Report, Bryan Dean Wright, Iran Peace Memo, IRGC, nuclear program, JD Vance, CIA intel, John Ratcliffe, rare earth minerals, China supply chain, US military munitions, Gavin Newsom, climate change Democrats, Ezra Klein, domestic terror plot, drone attack White House, UFC plot, Mossad, Israel Lebanon, American exceptionalism, midterm elections, SpaceX IPO, Gina Rinehart, mining minerals

This content is for informational and entertainment purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.----------------------------------------In This Episode• Climate tech investment reaches $40.5 billion in 2025• Why investors remain bullish on clean energy, grid modernization, and industrial decarbonization• How Nimble is reducing electronic waste through circular consumer products• Phoenix Tailings' mission to build a cleaner domestic rare earth supply chain• Clear Robotics and the future of autonomous electric vessels for waterway management• The role of the Bezos Earth Fund in advancing climate and conservation efforts• How the UNICEF Venture Fund supports frontier technology startups in emerging markets• Finance Earth's approach to unlocking private capital for environmental solutions• Recent funding rounds from Clear Robotics, Campground, and Cocoon Carbon• New research showing AI is creating more technology jobs than it is eliminating across EuropeFeatured OrganizationsCompanies:• Nimble• Phoenix Tailings• Clear RoboticsFunders:• Bezos Earth Fund• UNICEF Venture Fund• Finance EarthRecent Funding Covered• Clear Robotics, $1.75M• Campground, $2.2M• Cocoon Carbon, $15M ----------------------------------------Investing in Impact is powered by Causeartist, a nonprofit media company dedicated to bridging the gap between capital and culture by spotlighting founders, investors, and organizations reimagining how business can serve people and the planet.Through storytelling, events, and open-access education, Causeartist helps create a shared language of impact, inspiring more founders to build with purpose and more funders to invest with intention.By amplifying ideas and innovations across industries, Causeartist transforms awareness into action and cultivates a community where paying it forward is part of the foundation for growth.

Battery Metals Expert Matt Fernley explains the three reasons for nickel's perfect storm. Matt also shares insights into the oil market and critical materials markets amidst the Middle East conflict. Other metals market dynamics analyzed are manganese, graphite, aluminum, cobalt and rare earths. 00:00 Intro 00:40 Middle East Fallout 04:17 Inflation and Demand 07:38 Nickel Market Reset 10:26 Manganese Cathodes 12:59 Oil Majors in Lithium 18:45 Graphite Reality Check 26:40 Price Floors and Policy 29:25 Rare Earths and M&A 34:42 Picking Metals Ahead 38:02 About RK Equity RK Equity: https://rkequity.com/ Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 Mining Stock Education (MSE) offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/

Episode 4142 │ June 10, 2026 China has used pandas as a precision geopolitical weapon for 1,400 years. The same strategy that sent bears to Nixon sent Trump to Beijing. Part Four of the Panda Gambit series moves from symbol to weapon, documenting 1,400 years of Chinese panda diplomacy as a precision instrument of state power — from Empress Wu Zetian's 658 AD deployment to Japan through Nixon's National Zoo gift to the 2023 mass global recall that mapped China's alliance structure in real time. Scott Kesterson unpacks the five mythological layers of the Pixiu — the panda's imperial name — including its roles as military sovereignty marker, wealth accumulator, cosmic axis, war-stopping authority, and legitimacy seal, and explains why the panda's black and white markings physically embody the Yin-Yang of Heaven's Mandate. The episode exposes the China Wildlife Conservation Association, the opaque nonprofit receiving $32.5 million annually in unaudited panda lease revenue from 32 countries, whose council includes executives from traditional Chinese medicine pharmaceutical companies documented using endangered animal parts, and whose illegal branches were wildlife breeding committees — not administrative offices. Scott then traces the 125-year thread from the 1901 Boxer Protocol indemnity through the founding of Tsinghua University on returned American funds to Stephen Schwarzman's personal endowment of a reverse scholarship program at the same institution — with Schwarzman seated in the Beijing summit delegation in May 2026. The episode closes by laying the rare earth fuse for Part Five: China controls 99% of global samarium, 79% of tungsten, and has tightened export controls in a calculated sequence from 2023 to 2025 — leaving the US military unable to rebuild Tomahawk and THAAD inventories without Chinese permission after the Iran campaign burned ten years of production. KEY QUESTIONS ADDRESSED What are the five mythological layers of the Pixiu — the panda's imperial name — and why does its presence or absence in a foreign capital signal peace or war under Chinese cosmological doctrine? What do the financial records of the China Wildlife Conservation Association actually reveal — and why are traditional Chinese medicine pharmaceutical executives sitting on its council? What is the 125-year thread connecting the Boxer Protocol indemnity, Tsinghua University, Stephen Schwarzman, and the May 2026 Beijing summit? How did China build a structural rare earth dependency into the US military supply chain over 30 years — and what does it cost America to rebuild after the Iran campaign? Why did an American president fly to Beijing rather than the other way around — and what did Xi say in his opening sentence? ABOUT BARDSFM BardsFM is a daily independent podcast covering faith, liberty, history, and information warfare. Hosted by Scott Kesterson — combat veteran, documentary filmmaker, and rancher. Over 4,100 episodes and 50 million lifetime downloads. New episodes every weekday. bards.fm Bards Nation Health Store: www.bardsnationhealth.com MYPillow promo code: BARDS >> Go to https://www.mypillow.com/bards and use the promo code BARDS or... Call 1-800-975-2939.  EMPShield protect your vehicles and home. Promo code BARDS: Click here Treadlite Broadforks...best garden tool EVER. Promo code BARDS26: TreadliteBroadforks.com EnviroKlenz Air Purification, promo code BARDS to save 10%: www.enviroklenz.com Morning Intro Music Provided by Brian Kahanek: www.briankahanek.com Founders Bible 20% discount code: BARDS >>> TheFoundersBible.com Windblown Media 20% Discount with promo code BARDS: windblownmedia.com White Oak Pastures Grassfed Meats, Get $20 off any order $150 or more. Promo Code BARDS: www.whiteoakpastures.com/BARDS Mission Darkness Faraday Bags and RF Shielding. Promo code BARDS: Click here If you wish to support this podcast directly you can donate here... DONATE: Click here Mailing Address: Xpedition Cafe, LLC Attn. Scott Kesterson 591 E Central Ave, #740 Sutherlin, OR  97479

Live June 11, 2026 | Yaron Brook ShowTACO; Rare Earth; Golden Age; FISA; DEGrowth; Milei; Achievement | Yaron Brook Show

Rare earths are having a moment. And if you work anywhere near clean energy, batteries, EVs, data centers, defense, or domestic manufacturing, this conversation should be on your radar.And, when it comes to rare earths (aka critical minerals), it seems everyone talks about mining.But according to Mark LaVerghetta, that's not where the real critical minerals challenge lies.Nico got a chance to sit down with Mark, co-founder of ReElement Technologies, in person finally, and learned that the true bottleneck in the clean energy transition is refining. You can dig rare earth elements out of the ground, but they still need to be separated, purified, and transformed into the high-purity materials used in batteries, EVs, defense systems, data centers, and advanced electronics.Today, much of that refining capacity remains concentrated overseas (yes, largely China), creating vulnerabilities that extend far beyond clean energy. As AI accelerates demand for advanced materials and geopolitical tensions reshape global trade, domestic refining has become a matter of economic resilience and national security.Mark explains why ReElement is pursuing an "innovation, not imitation" approach to rare earth processing, using chromatography to create a more flexible and scalable refining platform designed to respond quickly to shifting market needs.Expect to learn:

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

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 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.

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.

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 

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

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 

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.

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

At one point in history, one U.S. company monopolized the rare earths industry. Then China took over the industry. Can the U.S. bring it back?Rare earths are critical to making, like, everything. From smart phones to electric vehicles to microwaves. They've also become a powerful political weapon for China, which controls the majority of mining and processing of rare earths. Today, we have the story of the rise and fall of America's rare earth industry told through that single company. It's a corporate saga made for prestige television about the elements that literally, once, made prestige televisions. Live event info and tickets here. Pre-order the Planet Money book and get a free gift. / Subscribe to Planet Money+Listen free: Apple Podcasts, Spotify, the NPR app or anywhere you get podcasts.Facebook / Instagram / TikTok / Our weekly Newsletter.This episode was produced by Emma Peaslee and edited by Marianne McCune. It was fact-checked by Sierra Juarez and engineered by Cena Loffredo and Jimmy Keeley. Alex Goldmark is Planet Money's executive producer.See pcm.adswizz.com for information about our collection and use of personal data for sponsorship and to manage your podcast sponsorship preferences.NPR Privacy Policy

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