Podcasts about rare earths

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

Some weeks call for rain boots because the conversation is going somewhere most people would rather avoid. This episode steps into charged territory on purpose: geopolitics, tariffs, China and Taiwan, Greenland, and the policy decisions shaping today's headlines. There's no posturing here and no outrage bait, just a willingness to talk through complex questions instead of skirting around them. From there, the focus shifts to what actually matters for investors: how markets tend to react when policy dominates the news cycle, why short-term volatility shows up, and how data and discipline help cut through the noise. It's a reminder that staying informed doesn't mean staying reactive. — Submit your questions for the next Ask Monument Anything episode at Offthewall@monumentwm.com — Please see important podcast disclosure information at https://monumentwealthmanagement.com/disclosures   Episode Timeline/Key Highlights:   0:00 — Mailbag Setup And Topic Preview 2:10 — Greenland, Policy Not Politics 6:30 — Western Hemisphere Strategy And Oil 9:40 — Tariff Threats And Market Volatility 13:40 — Rare Earths, Greenland, And Leverage 16:20 — China–Taiwan Risk And Market Impact 20:00 — Shipbuilding Gap And Naval Capacity   Connect with Monument Wealth Management:    Visit our website: https://monumentwealthmanagement.com/   Follow us on Instagram: https://www.instagram.com/monumentwealth/#   Connect on LinkedIn: https://www.linkedin.com/company/monument-wealth-management/   Connect on Facebook: https://www.facebook.com/MonumentWealthManagement   Connect on YouTube: https://www.youtube.com/user/MonumentWealth#Fit   Subscribe to our Private Wealth Newsletter: https://monumentwealthmanagement.com/subscribe/   Check out our Between Sips Podcast: Where Money Meets Meaning Because money without meaning never feels like wealth. https://monumentwealthmanagement.com/between-sips-podcast/ About "Off the Wall":    Markets are noisy. Your time is limited. Off The Wall cuts through the clutter. Hosts Dave Armstrong, CFA and Nate Tonsager, CIPM bring you straightforward, candid insights about what's really moving markets and why it matters for successful investors. From economic shifts to portfolio positioning, we break down the complexities so you can invest with intention and stay grounded when headlines and life feels chaotic.   Learn more about our hosts on our website at https://monumentwealthmanagement.com 

Gold and silver surged to historic highs as investor risk appetite hit its strongest level in five years, with copper also pushing toward record territory amid bullish macro signals and heavy conference-season momentum. In this episode of Mining Stock Daily, host Michael McCrae recaps the latest metals market moves:The U.S. government announced a $1.6 billion funding package for USA Rare Earth, taking a 10% stake as the company advances a magnet production facility in Oklahoma targeting 2026 production.Collective Mining expanded its Ramp Zone with its highest-grade and deepest intercept to date, highlighting Apollo's potential as a major future gold mine in Colombia.Radisson Mining reported new high-grade drill results at its O'Brien Project in Québec, extending mineralization to its deepest levels yet.Integra Resources delivered 70,927 ounces of gold in its first full year of production at Florida Canyon, meeting guidance and completing $60 million in planned capital investments.Ridgeline Minerals appointed Rio Tinto executive Ryan Walchuck to its board, strengthening its mining finance and development expertise.Vizsla Copper received formal support from the Governor of Alaska for the Palmer Project, reinforcing its strategic importance to domestic copper and critical minerals supply.Sierra Madre Gold and Silver secured land-use authorization at its Tlacotal property in Mexico, improving optionality for future mine development.This episode of Mining Stock Daily is brought to you by… Vizsla SilverVizsla 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/⁠

Get your tickets for Dissident Dialogues HERE : https://dissidentdialogues.org/In this episode of The Winston Marshall Show, I sat down with journalist and China analyst Melissa Chen for an in-depth conversation on Greenland, China, American power, and the future of global security.We examine why Greenland has become a central strategic concern for the United States, from missile defence and Arctic choke points to space, satellites, and early warning systems. Melissa explains why American control over Greenland is not a real estate fantasy, but a long-standing national security priority dating back more than a century.The conversation explores China's growing presence in the Arctic, its use of economic coercion, and its strategy of dual-use operations, including shipping routes, scientific research, and critical infrastructure. We discuss the Polar Silk Road, rare earth minerals, supply chain vulnerability, and how control over logistics and refining has become a decisive form of power.A wide-ranging and forensic discussion about power, deterrence, and why the Arctic may define the next era of global competition.-----------------------------------------------------------------------------------------------------------------------To see more exclusive content and interviews consider subscribing to my substack here: https://www.winstonmarshall.co.uk/-----------------------------------------------------------------------------------------------------------------------FOLLOW ME ON SOCIAL MEDIA:Substack: https://www.winstonmarshall.co.uk/X: https://twitter.com/mrwinmarshallInsta: https://www.instagram.com/winstonmarshallLinktree: https://linktr.ee/winstonmarshall----------------------------------------------------------------------------------------------------------------------Chapters 00:00 Introduction 03:22 Why Greenland Matters05:42 Missiles, the Arctic & US National Security08:52 Early Warning Systems vs Missile Defence10:52 Trump's “Golden Dome” Strategy15:00 Sovereignty, Denmark & the China Risk19:13 Why China Is the Real Threat27:12 Dual-Use Operations & Arctic Infiltration32:07 The Polar Silk Road & Taiwan Deterrence39:35 American Hegemony & the End of Illusions46:30 Critical Minerals, Rare Earths & Greenland54:23 Space, AI, Power & the Future World Order57:55 Securing the Western Hemisphere58:26 Mark Carney, China & Elite Alignment1:04:10 Multipolar Myths & the Reality of Power1:12:21 Final Thoughts Hosted on Acast. See acast.com/privacy for more information.

Critical Metals CEO Tony Sage joined Bloomberg's Matt Miller and Dani Burger to discuss rare earth minerals and business in Greenland.See omnystudio.com/listener for privacy information.

MSD introduces Apex Critical Metals and its CEO, Sean Charland, discussing the Rift Rare Earth Project in Nebraska. The conversation covers the project's history, current drilling plans, and the significance of rare earth elements in the market. Charland shares insights on the company's strategy, partnerships, and the importance of domestic production of critical minerals.

Countries across the globe are looking for their slice of the pie when it comes to securing their own sovereignty, says Benoit Gervais. He argues commodities are of critical importance to investors once again as geopolitical tensions heighten and uncertainty grows. Benoit talks about how a continuing oversupply of crude oil will keep prices down for the U.S. and other western countries. As for metals and rare earth, Benoit believes tech's necessity for copper and silver will only accelerate. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Why would a US president want to buy Greenland? In this episode of the Market Maker Podcast, Anthony Cheung and Piers Curran unpack the real story behind Trump's controversial push and it's far deeper than most headlines suggest.You'll learn:Why Greenland is a military and surveillance goldmineThe untapped rare earth minerals and their role in AI and EVsHow China dominates the supply chain and why the US wants to catch upThe $2–$4 trillion resource potential hidden beneath the iceTrump's strategic use of tariffs, timing, and the art of the dealWhat this move means for US elections, Europe, and global power shiftsFrom missile defense to minerals to midterms, this is one of the boldest plays on the world stage right now.Subscribe and follow for more episodes breaking down markets, politics, and power plays shaping our world.(00:00) Intro – Why Greenland?(02:44) National Security & The Golden Dome(05:05) The GIUK Gap Explained(08:21) Rare Earths 101(13:12) China's Rare Earth Dominance(14:27) Greenland's Mineral Reserves(16:37) Oil, Water & Hydropower Value(21:02) Is Greenland for Sale?(24:39) Trump's Deal Structure(27:25) New Arctic Shipping Routes(29:01) Political Strategy & Midterms(31:25) Defense Jobs & Voter Optics(33:36) Race Against the Clock(34:45) National Security Framing(35:40) Corporate Pressure in Europe(37:07) Final Thoughts & Wrap-Up

Truth Be Told with Booker Scott – Control of Venezuela's oil, rare earths, and water shapes a high-stakes struggle for the future of the Americas. Foreign powers exploit corruption and instability while technology and artificial intelligence drive soaring demand for energy and minerals. The moment calls for defending liberty, rebuilding institutions, and supporting neighbors who seek freedom against rising external influence...

Stephen Grootes speaks to Sanisha Packirisamy about SA Reserve Bank Governor Lesetja Kganyago’s support for an independent US Federal Reserve amid political pressure and market uncertainty. In other interviews, Spiros Fatouros unpacks the World Economic Forum’s Global Risks Report 2026, highlighting key threats facing the global and South African economies, while George Bernett, CEO of Rainbow Rare Earths, discusses the company’s pilot project at Phalaborwa and its significance for critical minerals supply chains. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

As the world's population becomes increasingly reliant on critical minerals to make technology from smart phones to car parts and even weapons, the resource has become a matter of national security. The Australian Government, announcing that it will prioritise several key critical minerals in the nation's 1.2 billion dollar strategic reserve. - 中国への依存度が高いクリティカルミネラル（重要鉱物）。１月にワシントンで開催された 先進7カ国（G7）クリティカルミネラル財務相会合で対応が協議されました。先進国が中国への依存を減らし供給網の多様化を目指すなか、オーストラリアの役割が注目されています。

Jon Herold opens the January 13 episode with a wide-ranging discussion that blends market movement, government legitimacy, and growing pressure on centralized power structures. The show focuses heavily on rising silver prices, the designation of critical minerals, and Treasury Secretary Scott Bessent's international meetings aimed at securing supply chains, with Jon questioning whether rare earth access is the true driver behind recent geopolitical maneuvers. The conversation turns to Jerome Powell and the Federal Reserve, examining interest rates, inflation data, and whether the Fed is accountable to U.S. law or operates above it. Jon also covers fraud revelations tied to federal spending, particularly in Minnesota, discussing estimates that as much as ten percent of government outlays disappear annually. Additional segments touch on immigration enforcement, Temporary Protected Status, Epstein-related subpoenas, congressional theater versus real accountability, and President Trump's statements on Iran and Greenland, all framed through a broader critique of institutional legitimacy, narrative control, and the cost of unchecked authority.

As the world's population becomes increasingly reliant on critical minerals to make technology from smart phones to car parts and even weapons, the resource has become a matter of national security. The Australian Government, announcing that it will prioritise several key critical minerals in the nation's 1.2 billion dollar strategic reserve. - ประชากรโลกพึ่งพาแร่หายาก หรือ rare earths มากขึ้นเรื่อยๆ เพื่อผลิตเทคโนโลยีต่างๆ ตั้งแต่สมาร์ทโฟน ชิ้นส่วนรถยนต์ ไปจนถึงอาวุธ ทรัพยากรชนิดนี้จึงเกี่ยวข้องกับความมั่นคงของชาติ รัฐบาลออสเตรเลียได้ประกาศว่าจะให้ความสำคัญกับแร่หายากสำคัญหลายชนิดในคลังสำรองเชิงยุทธศาสตร์ของประเทศ ซึ่งมีมูลค่าถึง 1.2 พันล้านดอลลาร์

Nationwide and in Indiana anti-ICE protests continued this weekend, a call for accountability for Renee Good's death. Recovering rare earth elements from toxic coal ash could be a win-win for Indiana's environment and its economy. Indiana is one of two new national drone test sites, as named by President Donald Trump's administration. A bill that would designate the breaded pork tenderloin as the state's official sandwich has passed its first hurdle. Respiratory viruses are on the rise across Indiana, including influenza and COVID. Next Monday's national championship game in Miami will be a homecoming forIndiana quarterback Fernando Mendoza. Want to go deeper on the stories you hear on WFYI News Now? Visit wfyi.org/news and follow us on social media to get comprehensive analysis and local news daily. Subscribe to WFYI News Now wherever you get your podcasts. WFYI News Now is produced by Zach Bundy, with support from News Director Sarah Neal-Estes.

As the world's population becomes increasingly reliant on critical minerals to make technology from smart phones to car parts and even weapons, the resource has become a matter of national security. The Australian Government, announcing that it will prioritise several key critical minerals in the nation's 1.2 billion dollar strategic reserve.

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

Donate (no account necessary) | Subscribe (account required) Join Bryan Dean Wright, former CIA Operations Officer, as he dives into today's top stories shaping America and the world. In this Friday Headline Brief of The Wright Report, Bryan covers the escalating confrontation between Minnesota Democrats and federal immigration authorities, growing unrest tied to anti-ICE activism, new economic signals from the White House, rising global pressure on Iran and China, and a look at medical and technology developments heading into the weekend. Minnesota Democrats Escalate Against ICE: Minnesota media outlets and national Democrats are facing backlash after doxxing the ICE officer involved in the fatal shooting of activist Renee Good. DHS officials warn the move could put officers and their families in danger, echoing past incidents in Los Angeles where officers faced threats and harassment. Vice President JD Vance defended the ICE agent, stating that video and medical evidence clearly show the officer acted in self-defense after being struck by Good's vehicle. Radicalization and Anti-ICE Networks Exposed: Reporting reveals that Good was radicalized through a charter school that prioritizes political activism and later trained with a group called ICE Watch, which teaches tactics to obstruct immigration raids. Bryan explains how activists are instructed to use vehicles, barricades, and incendiary materials to block officers, behavior he says amounts to organized domestic extremism rather than peaceful protest. ICE Operations Expand Nationwide: President Trump is sending an additional 100 ICE officers to Minneapolis, bringing total deployments there to roughly 2,000. In Portland, Oregon, two Venezuelan migrants affiliated with the Tren de Aragua gang were shot after allegedly attempting to run over an ICE officer during a traffic stop tied to a prostitution investigation. Democratic leaders condemned ICE actions in both cities, while the administration argues officers are responding to lethal threats. California Loses Federal Transportation Funding: The Trump administration is withholding 160 million dollars from California after audits found that roughly one quarter of the state's commercial driver licenses were issued unlawfully, including to foreign-born drivers who cannot read or speak English. Advocacy groups representing migrant truckers sued to block the revocations, and Governor Gavin Newsom sided with them, prompting federal retaliation. Bryan warns that unsafe licensing practices have already contributed to deadly accidents nationwide. Trump Seeks Massive Military Expansion: President Trump is proposing a $1.5 trillion defense budget, up from $900 billion currently. He argues the increase is necessary for future conflicts and could be funded through tariffs. Budget analysts warn the move could add nearly $6 trillion to the national debt over a decade, raising questions about sustainability and congressional approval. Economic Signals Show Mixed Progress: Layoffs fell in December, trade deficits shrank to their lowest levels since 2009, and the White House announced plans to purchase $200 billion in mortgage bonds to lower interest rates. Federal employment continues to decline as agencies shrink outside of DHS. Bryan notes the strategy appears to be working so far, but court rulings on tariffs could complicate the outlook. Global Pressure Builds on Iran and China: Protests are spreading across Iran, including strikes at critical oil facilities, prompting a violent crackdown by regime forces. President Trump warned that further bloodshed could trigger U.S. intervention. Meanwhile, China is tightening its grip on rare earth exports, cutting off Japan and reminding the world that Beijing will weaponize supply chains whenever it chooses. Health and Technology Updates: New research suggests that certain cancer patients may need to reconsider high glutamine diets during treatment, while UK studies confirm that stopping GLP one weight loss drugs leads to rapid weight regain. Bryan closes with optimism about new lightweight exoskeletons showcased at CES, which may help older adults and injured individuals regain mobility and independence.   "And you shall know the truth, and the truth shall make you free." - John 8:32     Keywords: January 9 2026 Wright Report, Renee Good ICE shooting Minneapolis, JD Vance self defense statement, ICE Watch activist training, Tren de Aragua Portland ICE shooting, California CDL audit funding withheld, Gavin Newsom migrant truck licenses, Trump defense budget one point five trillion, tariff Supreme Court ruling risk, Iran protests oil strike crackdown, China rare earth export squeeze Japan, CES exoskeleton mobility technology

President Trump has his sights set on Greenland. If he succeeds, what mineral wealth will he find there? Adrian Finch, Professor of Geology at St Andrews University has been visiting Greenland for more than 3 decades and explains what so called ‘rare earth elements' are found in Greenland and why.Professor Danny Altmann talks to Tom Whipple about a new project to understand the genetic and metabolic similarities between two illnesses; Long Covid and ME. And Lizzie Gibney, senior physics reporter at Nature brings her pick of the best new science this week.To discover more fascinating science content, head to bbc.co.uk, search for BBC Inside Science and follow the links to The Open University. Presenter: Tom Whipple Producer: Clare Salisbury Editor: Martin Smith Production Co-ordinator: Jana Bennett-Holesworth

Energy Fuels released results of its updated feasibility study for the Vara Mada project in Madagascar. There are new drill results reported by Banyan Gold, Surge Copper and Orosur Mining. This episode of Mining Stock Daily is brought to you by... Revival Gold is one of the largest pure gold mine developer operating in the United States. The Company is advancing the Mercur Gold Project in Utah and mine permitting preparations and ongoing exploration at the Beartrack-Arnett Gold Project located in Idaho. Revival Gold is listed on the TSX Venture Exchange under the ticker symbol “RVG” and trades on the OTCQX Market under the ticker symbol “RVLGF”. Learn more about the company at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠revival-dash-gold.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Vizsla 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 325,000 meters of drilling. The company has the world's largest, undeveloped high-grade silver resource. Learn more at⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠https://vizslasilvercorp.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Equinox has recently completed the business combination with Calibre Mining to create an Americas-focused diversified gold producer with a portfolio of mines in five countries, anchored by two high-profile, long-life Canadian gold mines, Greenstone and Valentine. Learn more about the business and its operations at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠equinoxgold.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Integra Resources is a growing precious metals producer in the Great Basin of the Western United States. Integra is focused on demonstrating profitability and operational excellence at its principal operating asset, the Florida Canyon Mine, located in Nevada. In addition, Integra is committed to advancing its flagship development-stage heap leach projects: the past producing DeLamar Project located in southwestern Idaho, and the Nevada North Project located in western Nevada. Learn more about the business and their high industry standards over at integraresources.com

- Ford Develops Its Own Compute Platform - Volvo Gets 800-Volt Architecture and Gigacastings - Robotaxis Won't Replace Personal Cars - Chinese Vehicles Boost UK Car Sales - China Could Restrict Rare Earths to Japan - Foreign Automakers Join China's Price War - GM Posts Sales Increase in China - Gigastamping Cheaper Than Gigacasting

- Ford Develops Its Own Compute Platform - Volvo Gets 800-Volt Architecture and Gigacastings - Robotaxis Won't Replace Personal Cars - Chinese Vehicles Boost UK Car Sales - China Could Restrict Rare Earths to Japan - Foreign Automakers Join China's Price War - GM Posts Sales Increase in China - Gigastamping Cheaper Than Gigacasting

LISTEN and SUBSCRIBE on:Apple Podcasts: https://podcasts.apple.com/us/podcast/watchdog-on-wall-street-with-chris-markowski/id570687608 Spotify: https://open.spotify.com/show/2PtgPvJvqc2gkpGIkNMR5i WATCH and SUBSCRIBE on:https://www.youtube.com/@WatchdogOnWallstreet/featured  The Greenland hype has officially jumped the shark. From “we need it to stop a caliphate marching through Europe” to breathless claims about vast rare earth riches, the commentary has devolved into pure nonsense. No facts, no experts—just boogeymen and buzzwords.Here's the reality no one in the media seems willing to explain: Greenland's mineral deposits are largely low grade, and mining there is an economic nightmare. Permafrost, brutal cold, months of darkness, brittle metals, custom equipment, nonexistent infrastructure, tiny shipping windows, and astronomical logistics costs make Arctic mining a capital-expenditure black hole. If it were economically viable, it would already be happening.In this episode, Chris breaks down why “rare earths in Greenland” is a fantasy, why mining companies won't touch it without taxpayer guarantees, and how this logic mirrors the same moral hazard we've seen with oil, banks, and bailouts before. Free markets don't work by executive order or political hype—and taxpayers shouldn't be forced to backstop uneconomic boondoggles. Do your homework.

On today's show Andrew and Bill return from the holidays and begin with the PRC's reaction to the arrest of Nicolás Maduro in Venezuela. Topics include: PRC outrage and embarrassment, the propaganda value of the U.S. disregard for international law, oil questions, why most of the Taiwan takes were misplaced, looming tension at the Panama Canal, and Iran as a wildcard. From there: A Ministry of Commerce directive on rare earths for Japan, and questions about how this standoff might end. At the end: A report that PRC companies have been asked to pause purchases of the H200 chips, thoughts on the Manus-Meta deal and a review in Beijing, and a recorded recruiting call offers a window into how CCP propaganda works in the modern era.

China analyst and Momentum Works founder Jianggan joins Jeremy Au to break down how US–China tensions evolved through a year of tariffs, rare earth leverage, supply chain shocks, and fast-moving geopolitical swings. They examine why both sides misread each other, how Chinese companies adapted faster than expected, and why the global system settled into a tactical pause instead of a decisive split. Their discussion shows how on-the-ground China differs from Western narratives, how product iteration and factory conditions changed under competitive pressure, and why neither side can force a quick victory. Jianggan also shares insights from thirteen trips across China as he tracks e-commerce exporters, shifting macro sentiment, and the emerging negotiation patterns that shape 2026. 02:28 US tariffs aimed to hurt China but failed to break its exporters: Chinese firms diversified markets, adjusted production, and kept shipping strong volumes even as analysts expected collapse. 03:08 China deployed rare earths and soybeans as leverage: Beijing used export controls, licensing rules, and supply pivots to respond in structured tit for tat moves that surprised US policymakers. 07:04 A tactical pause replaced escalation: Both sides realized they could not win quickly, creating a fragile equilibrium shaped by low trust but stable expectations. 10:06 Factory floors tell a different story: Air-conditioned warehouses, livestreamed food production, one dollar meals, and rising worker savings show a more complex China than what headlines describe. 21:12 Chinese product cycles sped up dramatically: Exporters improved quality within a year, added more features, and stayed cheaper, putting global incumbents under real pressure. 26:26 Narratives on both sides miss the nuance: Sensational media framing and echo chambers make Americans underestimate China and make Chinese underestimate America. 29:06 TikTok deal shows coexistence is possible: Restructuring turned adversaries into stakeholders and created a template for how cross-border platforms can operate under political pressure. Watch, listen or read the full insight at https://www.bravesea.com/blog/jianggan-li-chinas-counterplay Watch, listen or read the full insight at https://www.bravesea.com/blog/engineering-soft-landings WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea Spotify English: https://open.spotify.com/show/4TnqkaWpTT181lMA8xNu0T Bahasa Indonesia: https://open.spotify.com/show/2Vs8t6qPo0eFb4o6zOmiVZ Chinese: https://open.spotify.com/show/20AGbzHhzFDWyRTbHTVDJR Vietnamese: https://open.spotify.com/show/0yqd3Jj0I19NhN0h8lWrK1 YouTube  English: https://www.youtube.com/@JeremyAu?sub_confirmation=1 Apple Podcast  English: https://podcasts.apple.com/sg/podcast/brave-southeast-asia-tech-singapore-indonesia-vietnam/id1506890464 #USChinaRelations #Geopolitics #ChinaEconomy #TradeWar #RareEarths #GlobalSupplyChains #SoutheastAsiaTech #TariffTalks #MarketDynamics #BRAVEpodcast

Alan Tonelson evaluates China's economic strengths, acknowledging their dominance in rare earth processing and solar panels, often achieved through subsidies. He argues that China's heavy investment in industrial robots attempts to offset a looming demographic crash, while questioning the true market demand for their subsidized electric vehicles. 1963

PREVIEW: Alan Tonelson discusses how China dominates the processing of rare earth minerals, creating a stranglehold on materials vital for US defense and automotive sectors. Although China currently has the United States "over a major barrel" regarding these essential magnets, Tonelson doubts this strategic advantage will last indefinitely.

Steve Gruber discusses news and headlines 

 Rare earth minerals may be a misnomer.  While they are critical minerals to our modern, digital life, they are not that rare.  The problem is finding them in concentrated places where it is economically and environmentally responsible to mine them.  This group of 17 metallic elements is crucial for modern technologies due to their magnetic and electrical properties.  They can be found in products as diverse as F-35 fighter jets, iPhones, wind turbines, televisions and night-vision goggles. While there are various ways of extracting them, mining is the primary method, though repurposing them from older digital devices is another approach.  With all that said, their value to modern economies cannot be overstated.  And given China’s stranglehold on the global market and the fact that America only has one functioning mine to date, has been a point of great friction in relations between the two nations.  We explore all of these topics on today’s podcast with Ernest Scheyder, the author of “The War Below:  Lithium, Copper and the Global Battle to Power Our Lives.”

Donate (no account necessary) | Subscribe (account required) A wave of Islamic terrorism dominates today's headlines. Two Iowa National Guard soldiers and a US contractor are killed in Syria by an insider with ISIS ties. In Australia, Islamist attackers murder Jewish civilians celebrating Hanukkah, while German authorities thwart a planned Christmas market massacre. In the US, a deadly shooting at Brown University raises fears of antisemitic violence as intelligence officials warn that thousands of known or suspected terrorists remain inside the country. Bryan examines the deeper roots of radical Islam in the West, arguing that years of failed vetting and open border policies have left nations exposed. He calls for a fundamental reassessment of foreign entanglements, immigration enforcement, and denaturalization efforts to prevent further bloodshed. Abroad, Europe releases new data showing migrant crime rates far exceed native populations, while the US tightens pressure on Venezuela and Cuba with an effective naval blockade targeting ghost oil fleets. China moves to choke off rare earth supply chains and quietly undercuts competitors, even as new research reveals its massive tree-planting campaign, not climate change, is driving floods and droughts. Finally, Elon Musk prepares a historic SpaceX IPO aimed at accelerating America's race to the Moon and Mars before China.    "And you shall know the truth, and the truth shall make you free." - John 8:32     Keywords: Islamic terrorism, Syria attack US soldiers, Australia Hanukkah shooting, Germany Christmas market plot, Brown University shooting, domestic terror threats, Tulsi Gabbard terrorists US, migrant crime Europe, Venezuela oil blockade, Cuba energy crisis, China rare earth control, China climate floods droughts, SpaceX IPO, Elon Musk Mars Moon race

00:00 Intro01:13 U.S. Pushes to Oust Venezuela's Maduro, China's Ally03:22 China Nears Completion of WWII Airfield Near Guam05:53 U.S., Allies Counter China's Rare Earths, AI Growth07:40 Trump Signs EO Aimed at Curbing State AI Laws09:39 Salt Typhoon Hackers Linked to U.S. Cisco Training10:42 Mexico Approves Up to 50 Percent Tariffs on China12:27 Expert Unpacks How China Steals Know-How13:58 Former Federal Agent, Australian Federal Police17:55 Regional Security Adviser, Defensive Measures International

A set of elements called “rare earths” have been at the center of many international trade negotiations this year. Crucial to producing certain industrial and consumer products, rare earths can take more than a decade to discover and are expensive to refine. China's dominant position in the global supply of rare earths is giving it leverage as US trade policies seek to redefine the international economy. In this episode, we talk with Tom Moerenhout, Professor at Columbia's School of International and Public Affairs, about the importance of rare earths in the modern economy, their impact on international trade negotiations, and how the US can improve the resilience of our supply chain for rare earths.

- Audi Sells Italdesign - EU Could Delay ICE Ban To 2040 - VW To Add EREVs To U.S. and EU Lineups - Dongfeng Hits +48% Efficiency with Turbo-Four - Ford Suppliers Get China Rare Earths - China Takes Lead in Hot-Stamped Steel - Nissan Undercuts Tesla FSD By $4,000 - JLR IP Crossbar Cuts CO2

- Audi Sells Italdesign - EU Could Delay ICE Ban To 2040 - VW To Add EREVs To U.S. and EU Lineups - Dongfeng Hits +48% Efficiency with Turbo-Four - Ford Suppliers Get China Rare Earths - China Takes Lead in Hot-Stamped Steel - Nissan Undercuts Tesla FSD By $4,000 - JLR IP Crossbar Cuts CO2

China's October decision to add five rare earth elements to its export control list confirmed what policymakers have long feared. China controls 60% of global critical mineral production and over 80% of refining capacity for materials that power everything from electric vehicles to fighter jets. AI data center buildouts have only spiked demand further. Add cobalt to the picture—70% of global reserves sit in the Democratic Republic of Congo, and China owns roughly 70% of that production—and you have a supply chain built for peacetime that could collapse in a crisis. The alloys in today's F-35 engines depend on elements Beijing could cut off tomorrow.Joseph Krause argues the problem runs deeper than mining. Materials companies today are 75 to 150 years old. Some aerospace alloys still in use were developed for the Ford Model T. Meanwhile, China has been publishing the lion's share of advanced alloy research and aggressively recruiting metallurgy professors from American universities. China already fields a hypersonic capability using a niobium-based alloy; the US is scrambling to catch up. Krause's company, Radical AI, is building AI-powered labs to compress what typically takes 10 to 20 years and over $100 million in materials discovery into something dramatically faster and cheaper. The goal is inverse design: start with the exact properties the military needs, then work backward to find materials that don't require Chinese-controlled supply chains.The Trump administration has moved aggressively, taking a $400 million stake in MP Materials, putting $2 billion toward stockpiling strategic metals, and working to streamline permitting that currently takes seven to ten years for a single US mine. FAI's Farrell Gregory notes there's no silver bullet across the 60 minerals on the USGS critical minerals list, which ranges from rare earths at $8 billion in global market value to copper at $250 billion. The administration has shifted from blanket tax credits to case-by-case deals, prioritizing materials where Chinese leverage is highest and American action can make the biggest difference. Krause and Gregory join Evan to discuss the challenges facing the U.S. amid Chinese dominance in rare earth minerals and what policymakers can do to make the U.S. more resilient to supply chain shocks, including public-private partnerships and government funding.

America's about to make a big bet on critical minerals and rare earths. In case you missed it, the DOE just reorganized and announced a major initiative around the refining of this critical element in our energy and defense future. Why? Because the energy and defense sectors are dangerously dependent on China's refining power; but, what if we could change that without opening a single new mine? We recently covered a company that's rethinking rare earth and critical mineral supply chains from the ground up. Mark LaVerghetta, VP at ReElement Technologies, explained that their secret weapon is a closed-loop chromatography-based refining system that can extract and purify vital materials from recycled batteries, magnets, and even coal waste, all on U.S. soil. Mark shares how the leadership team pivoted from distressed coal assets to inventing a modular, small-footprint solution that could rewrite the rules of critical mineral processing and eliminate America's reliance on toxic, capital-intensive Chinese methods and imports. It can also liberate us from the supply constraints imposed by the ever-growing trade war between the two countries for materials that are critical path to our clean energy future.Expect to learn:

In a few years, America may not need to buy critical minerals from China anymore, says synthetic chemist and nanotechnologist James Tour.Why? Because of a method called flash Joule heating that he and his team have been studying at Rice University.China currently has a near-monopoly on global processing capacity for critical minerals, including rare earths. These are essential to much of our modern economy, from electronics to defense to medical devices.The United States has access to plenty of rare-earth reserves, but minimal capacity to process and refine them. Rebuilding these incredibly complex supply chains independent of China is a major uphill battle.But Tour and his team have pioneered a process that allows for the quick extraction of rare earths from something we have in abundance: electronic and industrial waste.“We realized that we could take certain materials, say industrial waste like fly ash … flash it, and get rare-earth elements to come out,” Tour says.The same method can be used to extract rare earths from mine tailings—the leftover, toxic material from old mines that were once too expensive to process.“So there's huge availability of this. And if you recycle it—metals are infinitely recyclable,” Tour says.Tour is a professor of chemistry, materials science, and nanoengineering at Rice University. You can find him on X and other platforms: @drjamestourViews expressed in this video are opinions of the host and the guest, and do not necessarily reflect the views of The Epoch Times.

President Trump and Mohammed bin Salman concluded the Saudi crown prince’s visit to the United States by speaking to more than 400 business leaders. Beyond a defense agreement and talk of the kingdom’s human rights record, the visit focused on joint U.S.-Saudi ventures, including minerals and helping Saudi Arabia build a civilian nuclear program. Nick Schifrin reports. PBS News is supported by - https://www.pbs.org/newshour/about/funders. Hosted on Acast. See acast.com/privacy

A. RARE EARTHS: CHINA'S MONOPOLY AND AUSTRALIAN SUPPLY Guest: David Archibald China's predatory pricing previously achieved a rare earth monopoly, damaging competitors like Lynas, which almost went bankrupt. Australia, via companies like Lynas and Iluka, is being eyed by the US as a non-Chinese source for rare earths critical for high-end electronics and defense. Processing is complex, requiring many steps, and often occurs in places like Malaysia. 1942

 B. HIGH-TEMPERATURE RARE EARTHS AND PREDATORY PRICING Guest: David Archibald The most desirable rare earths, Dysprosium and Terbium, allow magnets to function at high temperatures. China is now sourcing 40% of its supply of these from Myanmar. Though Australia produces these, structural oversupply is a risk. Subsidies, like the floor price given to MP Materials, may be necessary to prevent Chinese predatory pricing from killing off non-commercial producers seeking market dominance. 1936 PERTH

Rare Earths Monopoly and US Strategy. General Blaine Holt discusses China's challenge to the US and its allies regarding rare earths, noting that China previously threatened to cut off supply. The US is securing deals with partners like Australia and is on track to replace China entirely, despite initial processing reliance on Chinese predatory practices. Holt suggests a two-year recovery is conservative, as technology for domestic processing exists. He also notes China's leadership is in turmoil, trying to buy time through trade deals. 1942

Commodity Markets and UK Political Instability. Simon Constable analyzes rare earth markets, noting China's dominance is achieved through undercutting prices and buying out competitors. Prices for key industrial commodities like copper and aluminum are up, indicating high demand. Constable also discusses UK political instability, noting that Labour Prime Minister Keir Starmer lacks natural leadership and confidence. The major political driver for a potential leadership change is the party's broken promise regarding income taxes, which severely undermines public trust before the next election,

Commodity Markets and UK Political Instability. Simon Constable analyzes rare earth markets, noting China's dominance is achieved through undercutting prices and buying out competitors. Prices for key industrial commodities like copper and aluminum are up, indicating high demand. Constable also discusses UK political instability, noting that Labour Prime Minister Keir Starmer lacks natural leadership and confidence. The major political driver for a potential leadership change is the party's broken promise regarding income taxes, which severely undermines public trust before the next election, 1941

Rare Earths, Global Conflicts, and Reimagining Democracy. Gregory Copley analyzes China's rare earth monopoly, noting it was achieved through low pricing and unsafe practices but is now eroding as global suppliers ramp up production. He reviews current global conflicts, viewing the deployment of the USS Gerald R. Ford battle group near Venezuela as a test of brinkmanship, and citing Kyiv's admission of losses in Ukraine. Copley also argues that democracy is "dead," advocating for a return to defining the spirit of a social contract rather than relying on mutable laws. 1862 PLATO SYMPOSIUM VIA MUNICH

Rare Earths, Global Conflicts, and Reimagining Democracy. Gregory Copley analyzes China's rare earth monopoly, noting it was achieved through low pricing and unsafe practices but is now eroding as global suppliers ramp up production. He reviews current global conflicts, viewing the deployment of the USS Gerald R. Ford battle group near Venezuela as a test of brinkmanship, and citing Kyiv's admission of losses in Ukraine. Copley also argues that democracy is "dead," advocating for a return to defining the spirit of a social contract rather than relying on mutable laws.

Rare Earths, Global Conflicts, and Reimagining Democracy. Gregory Copley analyzes China's rare earth monopoly, noting it was achieved through low pricing and unsafe practices but is now eroding as global suppliers ramp up production. He reviews current global conflicts, viewing the deployment of the USS Gerald R. Ford battle group near Venezuela as a test of brinkmanship, and citing Kyiv's admission of losses in Ukraine. Copley also argues that democracy is "dead," advocating for a return to defining the spirit of a social contract rather than relying on mutable laws. 1914 MELBOURNE

Rare Earths, Global Conflicts, and Reimagining Democracy. Gregory Copley analyzes China's rare earth monopoly, noting it was achieved through low pricing and unsafe practices but is now eroding as global suppliers ramp up production. He reviews current global conflicts, viewing the deployment of the USS Gerald R. Ford battle group near Venezuela as a test of brinkmanship, and citing Kyiv's admission of losses in Ukraine. Copley also argues that democracy is "dead," advocating for a return to defining the spirit of a social contract rather than relying on mutable laws. 1955

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 episode of The Wright Report, Bryan examines President Trump's defense of his plan to double the number of Chinese students in America, Beijing's latest moves to weaponize rare earth minerals, the deepening conflicts in Gaza and Guinea, and how Sweden's cultural war on assimilation mirrors the decline of the West. He closes with promising new medical breakthroughs on Alzheimer's, cancer, heart rhythm, and anxiety. Trump Defends 600,000 Chinese Student Visas: President Trump told Fox News that Chinese students keep American colleges solvent, calling the plan "a business decision." Critics, including Laura Ingraham, warned that Chinese nationals pose espionage and bioweapon risks, while Trump insisted, "MAGA was my idea — I know what MAGA wants better than anybody else." Bryan argues the move exposes Trump's blind spot: treating adversaries as business partners instead of ideological foes. China's Rare Earth Slowdown: Xi Jinping is quietly delaying rare earth export licenses for U.S. buyers, especially those tied to military contracts, while expanding Chinese control of mines in Brazil and Central Asia. Bryan warns that "Beijing seeks domination, not cooperation — we can never trust China on anything." Gaza, Guinea, and the Global Chessboard: Trump's Pentagon is exploring a new base near Gaza to support a 10,000-member Arab stabilization force, while King Abdullah of Jordan says no Arab nation wants to "touch that mission." In Africa, China now controls the world's largest iron-ore mine in Guinea, giving it leverage to flood global steel markets and crush Western industry. Sweden's Self-Destruction: Leftist mayors in Sweden argue that native Swedes must integrate with Arab migrants, not the other way around. Bryan calls it "civilizational suicide" and a warning for America's future: "When a culture stops believing in itself, it dies." Good News in Medicine: Scientists report that NAD⁺ supplements may reverse Alzheimer's symptoms, a high-fiber diet improves melanoma survival, coffee may reduce A-Fib risk, and choline — found in salmon and eggs — helps ease anxiety. Bryan calls it "proof that science, faith, and common sense can still work together."   "And you shall know the truth, and the truth shall make you free." - John 8:32     Keywords: Trump Chinese student visas Fox News, Laura Ingraham MAGA debate, China rare earth exports Xi Jinping, Gaza stabilization force Jordan Abdullah, Guinea Simandou iron mine Rio Tinto, Sweden migrant assimilation debate, NAD Alzheimer's research, coffee A-Fib study, choline anxiety nutrient