Podcasts about rare earths

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

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

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

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

Investing in Bizarro World Episodes: https://youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME&si=w2d_EF-B5jMo1dYD Subscribe to Investing In Bizarro World: @bizarroworld Editor's Note: In June, we did a gold private placement that's already up 95%. In July, we did a copper placement that's already up 393%. In August, we did a uranium deal that's already up 260%. We have warrants in all three deals that are already in-the-money. A new Private Placement Intel deal is open for September. It's high-grade gold and lithium in the US, being drilled right now. Secure your discounted spot before the deal closes on September 10th. Click here: https://bit.ly/4pscssq Or call Jimmy Mengel in Customer Experience at 844-334-4700. —NickMark your calendar: The New Orleans 2025 Investment Conference is almost here.Click here for details: https://neworleansconference.com/hodge/The free version of the 333rd episode of Investing in Bizarro World is now published.Here's what was covered:Macro Musings - Flying solo this week, Nick dove into the bond market, the dollar, and gold. The 10-year yield trends down as the Fed readies a likely September cut, while the 30-year pushes higher — signaling growth ahead despite short-term easing. A weak dollar and lower short yields are tailwinds for gold, which hit fresh record highs near $3,600/oz. Stocks remain near all-time highs, but September seasonality could bring turbulence. Political interference at the Fed looms as Trump threatens Powell's job and hints at dovish replacements.Market Takes - Nick stepped back to trace his career from clean energy beginnings in 2007 through the financial crisis and into resources. The throughline: real things matter. Key themes now:Uranium — Essential for AI-driven electricity demand, nuclear is resurging globally. U.S. needs ~50M lbs annually but produces only ~1M. Trump is fast-tracking projects like Dewey Burdock, where Nick first financed Azarga in 2017 before its Encore buyout.Copper — Added to the U.S. critical minerals list, with a Section 232 investigation underway. Supply deficits and Trump's tariff missteps highlight America's dependence on imports. Projects like Resolution in Arizona show how permitting delays hamper supply.Rare Earths — Déjà vu from 2010–11. China's threats and U.S. inaction left dependence intact. Now MP Materials and recyclers are surging, with government support and Apple partnerships underscoring urgency.Together, these metals — uranium, copper, and rare earths — remain the backbone of energy, defense, and technology.Bizarro Banter - Politics turned local this week. Nick detailed Spokane's deepening homeless crisis and the political dysfunction surrounding Proposition 1, which 75% of voters supported to ban street camping. Instead of honoring the vote, the mayor and city council watered it down and allegedly used late-night threats to sway votes. An ethics investigation is underway, but the press is silent. For Nick, it's a microcosm of U.S. politics: leaders defying the will of the people, prioritizing agendas over democracy. The lesson: remain independent, own assets, and recognize that all politics is local.Premium Portfolio Picks - For paid listeners only. Subscribe here: https://bit.ly/4ndN5s80:00 Introduction3:04 Macro Musings: Bond Yields Diverge. Weak Dollars. Fed's Independence.7:33 Market Takes: Real Things Matter. Critical Minerals. Private Placements. 31:02 Bizarro Banter: Politics Are Local. Will of People. Spokane Homeless 38:14 Premium Portfolio Picks: Protein Play. Gold-Copper Driller. Prospect Generator. (You need to subscribe to Bizarro World Live to get this section) Subscribe here: https://bit.ly/4ndN5s8PLEASE NOTE: There are now two versions of this podcast. 1. Bizarro World Live — Pay $2 per episode to watch us record the podcast live every Thursday and get Premium Portfolio Picks every week. Plus an archive of all premium episodes. Subscribe here: https://bit.ly/4ndN5s82. Bizarro World Free — Published the Monday after the live recording with no Premium Portfolio Picks.Visit our website Daily Profit Cycle for more content like this and more! https://dailyprofitcycle.com/

American Resources Corp CEO Mark Jensen joined Steve Darling to announce a major long-term offtake partnership with POSCO International America Corp, a global leader in steel, magnetic materials, and advanced industrial solutions. The collaboration will unite ReElement's cutting-edge chromatographic separation and purification platform with POSCO's deep expertise in materials science, large-scale deployment, and its extensive relationships across the global automotive and industrial supply chains. Together, the companies will work to establish a scalable, secure, and sustainable supply chain for high-purity rare earth elements, which are indispensable to defense, clean energy, electric vehicles, advanced semiconductors, and emerging AI-driven technologies. Jensen explained that the agreement reflects both companies' long-term commitment to developing resilient and transparent rare earth supply chains that meet the surging demand for critical minerals. As part of the partnership, ReElement and POSCO will form a joint taskforce dedicated to securing diverse global feedstock streams—including mixed rare earth concentrate, magnet manufacturing waste, and end-of-life scrap magnets—to ensure a reliable input pipeline for purification and refining. The offtake agreement includes an initial targeted supply of purified, separated rare earth oxides—specifically dysprosium, yttrium, terbium, and neodymium-praseodymium. The deal anticipates scaling production to over 3,000 metric tons through 2030, representing a transformative step toward meeting the world's growing demand for magnet-grade rare earth elements. Beyond its commercial significance, the partnership also reinforces the strategic alliance between the United States and the Republic of Korea, aligning with global efforts to reduce dependency on limited and politically sensitive supply sources. By securing stable access to rare earths, this initiative directly supports national defense readiness, clean energy independence, and the advancement of next-generation technologies that underpin modern economies. #proactiveinvestors #americanresourcescorporation #nasdaq #arec #SustainableMining, #MineralRefining, #RecyclingInnovation, #CriticalMinerals, #RareEarthRecycling, #EVRecycling, #BatteryRecycling, #princialminerals #adamjohnson #RareEarths #EWasteRecycling #ReElement #CriticalMinerals #SustainableTech #MagnetRecycling #TechInnovation #GreenSupplyChain #ElectrifiedMaterials

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

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

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

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

European Green Transition PLC (AIM:EGT) chief financial officer Jack Kelly talked with Proactive's Stephen Gunnion about the company's interim results for the first half of 2025. Kelly highlighted the progress made across the European Green Transition portfolio. He said the company successfully extended the key license at its Olserum Rare Earth project in Sweden until 2029, describing it as “a really strong positive position for the ongoing sale and partnership discussions.” The project has already demonstrated district-scale potential for rare earths. The company also secured extensions for its Pajala copper project licenses until 2028, and at no cost extended the option agreement for the Altan Carbon credit project in northwest Donegal by six months. Kelly pointed to growing activity in this area, noting recent investment pledges by major technology firms into peatland restoration in Ireland. On the corporate side, Cathal Friel, the largest shareholder, became executive chairman in June. Kelly explained that Friel is now leading the M&A strategy, with a focus on acquiring distressed, revenue-stage businesses in the green economy. He added: “We're in a very strong position from a cash perspective. We have 2.90 million as of 30th June and no debt, no committed cost.” For more interviews and updates, visit Proactive's YouTube channel. Don't forget to like this video, subscribe, and enable notifications to stay informed. #EuropeanGreenTransition #JackKelly #RareEarths #OlserumProject #CopperMining #CarbonCredits #SustainableInvestment #GreenEconomy #MergersAndAcquisitions #CleanEnergy

American Resources Corp CEO Mark Jensen joined Steve Darling to announce another key milestone for its portfolio company, ReElement Technologies Corporation. The company has officially been accepted as a member of the Consortium for Rare Earth Technologies (CREaTe), further solidifying its role as a strategic partner in strengthening the United States' domestic supply chain for critical minerals. Membership in CREaTe comes through ReElement's continued collaboration with Advanced Technology International (ATI), a leading facilitator of innovation partnerships across government and industry. This development follows a series of recent achievements for ReElement. The company was recently awarded $2 million under the U.S. Department of Defense's Industrial Base Analysis and Sustainment (IBAS) Program, designed to support initiatives that reinforce national security and industrial resilience. In addition, ReElement already holds membership in the Defense Industrial Base Consortium, positioning it as a recognized contributor to advancing secure, U.S.-based refining capabilities. Looking ahead, ReElement will work closely with ATI to pursue new procurement opportunities and expand its participation in defense-focused initiatives. Among these efforts is the submission of an application to join the Joint Directed Energy Consortium (JDEC), an exclusive, members-only program that fosters collaboration between government and private industry to accelerate the development and deployment of directed energy technologies for military use. As part of this initiative, ReElement intends to showcase its patented chromatography-based refining platform — a breakthrough technology that enables the onshoring of ultra-pure rare earth and critical mineral production. These materials are essential to advancing defense readiness, particularly in the development of next-generation technologies where supply chain security is paramount. Jensen emphasized that these milestones highlight ReElement's growing importance in the defense sector, as the company continues to provide innovative solutions that help ensure the United States maintains a reliable and secure supply of critical resources. #proactiveinvestors #americanresourcescorporation #nasdaq #arec #SustainableMining, #MineralRefining, #RecyclingInnovation, #CriticalMinerals, #RareEarthRecycling, #EVRecycling, #BatteryRecycling, #princialminerals #adamjohnson #RareEarths #EWasteRecycling #ReElement #CriticalMinerals #SustainableTech #MagnetRecycling #TechInnovation #GreenSupplyChain #ElectrifiedMaterials

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

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

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

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

On this episode of the AJ Bell Money & Markets podcast Dan Coatsworth and Danni Hewson are joined by AJ Bell's pension guru Rachel Vahey ahead of pension awareness week. They discuss a new advert fronted by former Eastender star Ross Kemp which hopes to persuade people to engage with their pension in the same way they engage with their physical fitness. Rachel shares some top tips to make sure your pension is fighting fit. [01:33] In markets news, Dan digs into Anglo American's gigantic bid to take over Canadian copper miner Teck Resources [19:46]. Danni discusses why it's a tricky time for UK retailers like Dunelm and Primark [23:00]. As Tesla's share of the US electric vehicle market falls to an eight-year low, the pair assess Elon Musk's proposed $1 trillion pay deal. [27:51] Find out how geopolitical instability is affecting markets [33:00] and learn how investors reacted to a judge temporarily halting Donald Trump's firing of Federal Reserve governor Lisa Cook ahead of next week's US interest rate decision [35:06]. Dan also discusses the companies going in and out of the UK's top stock market indices. [39:15] This week's special guest is George Bennett, chief executive of Rainbow Rare Earths who discusses how his company hopes to take advantage of demand for minerals crucial to technology we use daily. [41:42]

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

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

Interview with Rupert Verco, CEO & Managing Director of Cobra Resources PLCOur previous interview: https://www.cruxinvestor.com/posts/cobra-resources-lsecobr-unveiling-new-ionic-rare-earth-mineral-discoveries-at-boland-prospect-3851Recording date: 27th August 2025Cobra Resources PLC (LSE:COBR) is positioning itself at the forefront of the critical minerals supply chain through its innovative dual-asset strategy targeting both heavy rare earth elements and copper. The South Australian-focused explorer has secured two complementary projects that address key supply security concerns in the global energy transition.The company's flagship Boland project represents a potentially transformative approach to rare earth extraction, targeting dysprosium and terbium through proprietary in-situ recovery (ISR) technology. Managing Director Robert Verco explains the breakthrough: "We are planning on defining a bottom quartile cost source of dysprosium and terbium through a mining process called in-situ recovery. We have fantastic metallurgy - we're getting high recoveries at a pH of five which is the equivalent of a black coffee."This innovative approach has already demonstrated exceptional results at bench scale, producing mixed rare earth carbonate containing 63% total rare earth oxides with minimal acid consumption. The company's unique ionic mineralization enables ISR processing typically associated with uranium extraction, offering significant environmental and economic advantages over conventional rare earth mining methods.Complementing its rare earth strategy, Cobra recently secured an option over the Manilla copper project, featuring historic high-grade intersections of 48 meters at 2.2% copper and 78g/t gold from just 8 meters depth. The porphyry-style system offers potential to extend existing 1.6km mineralization by over five times, with geological characteristics analogous to Australia's most profitable mine, Cadia.The company's strategic positioning addresses growing institutional demand for supply diversification from Chinese-dominated markets. With China controlling 90% of global heavy rare earth supply, Western governments and corporations are actively seeking alternative sources. Cobra's ISR technology for rare earths and near-surface copper-gold mineralization in Australia's stable regulatory environment provides exactly this opportunity.Financial strength underpins the company's development strategy, with recent gold asset divestment generating up to AUD $15 million in non-dilutive funding. This positions Cobra to advance both projects simultaneously while maintaining disciplined capital allocation through structured option agreements that reward discovery success.View Cobra Resources' company profile: https://www.cruxinvestor.com/companies/cobra-resourcesSign up for Crux Investor: https://cruxinvestor.com

Interview with Tim Harrison, Managing Director of Ionic Rare EarthsOur previous interview: https://www.cruxinvestor.com/posts/ionic-rare-earths-asxixr-us-attracted-to-magnet-recycler-7488Recording date: 2nd September 2025The rare earth metals market has entered a new era following China's April 2025 export restrictions on seven critical rare earth elements, creating unprecedented opportunities for alternative suppliers. Australian-listed Ionic Rare Earth (ASX:IXR) has emerged as a strategic beneficiary of this supply chain disruption through its advanced magnet recycling technology.China's export ban demonstrated its monopolistic control over materials essential for modern technology and defense applications, immediately creating supply shortages and price volatility. Ionic Rare Earth's Managing Director Tim Harrison reports the company has been "inundated on requests to access the dysprosium and terbium" from their Belfast demonstration plant, with dysprosium commanding three times Chinese quoted prices in European markets.The geopolitical catalyst has triggered massive government and corporate investment in supply chain security. The US Department of Defense invested $400 million in MP Materials, establishing a $110/kg floor price for neodymium-praseodymium, effectively doubling available prices to non-Chinese producers. Apple followed with a $500 million investment in recycling infrastructure, signaling corporate recognition of supply chain vulnerabilities.Ionic Rare Earth's competitive advantage lies in its proprietary recycling process that produces high-purity separated oxides using 85% less capital than traditional mining. The technology focuses on separating four elements representing 85-90% of rare earth supply chain value, enabling rapid deployment across multiple jurisdictions without mining permits or social license challenges.With comprehensive patent protection, strategic partnerships providing feedstock access through EMR, and government support across the US, UK, and Europe, Ionic Rare Earth is positioned to capitalize on the structural shift toward recycling-based supply chains. The European Critical Raw Materials Act mandates 25% of rare earth supply from recycling by 2030, creating additional policy tailwinds for the company's expansion strategy.View Ionic Rare Earths' company profile: https://www.cruxinvestor.com/companies/ionic-rare-earths-ltd

Interview with Rafael Moreno, Managing Director & CEO of Viridis Mining & MineralsRecording date: 2nd Sept 2025Viridis Mining & Minerals (ASX:VMM) is advancing the Colossus ionic clay rare earth project in Brazil's Minas Gerais state, focused on producing high-value rare earth elements neodymium, praseodymium, dysprosium, and terbium (NdPr-DyTb) with very low radioactive content. The project benefits from simple free-dig mining of shallow deposits and straightforward atmospheric-pressure processing, enabled by a unique ionic clay geological formation. These factors contribute to superior economics, with a pre-feasibility study (PFS) estimating a net present value (NPV) of US$1.41 billion and annual operating cash flow around US$200 million at current rare earth prices.Colossus's grades are 4 to 6 times higher than comparable Chinese projects, supporting competitive costs even at lower commodity prices. Regulatory advantages include a radiological exemption from Brazil's nuclear regulator, which keeps environmental approvals at the state level rather than federal, accelerating permitting timelines from years to weeks. The project also features strong environmental credentials, with 100% renewable power, 75% water recycling, and immediate site rehabilitation.Financing momentum is strong, with up to US$30 million committed from leading Brazilian asset managers and ongoing discussions with Brazil's development bank BNDES. Offtake talks span Brazil, Europe, and North America, positioning Colossus as a globally relevant supply source. Near-term milestones include imminent environmental approval, a demonstration plant operational by Q1 2026, mineral resource updates by mid-2026, and a definitive feasibility study (DFS) by June 2026.Led by CEO Rafael Moreno, with deep project execution experience, Viridis is developing Colossus to meet growing global demand driven by electric vehicles, renewable energy, and supply chain diversification concerns. The project's combination of high-grade ore, regulatory fast-tracking, operational simplicity, and sustainable practices create a compelling investment thesis for establishing a non-Chinese rare earth supply focused on permanent magnets, with a potential 60-year mine life ensuring long-term value and market resilience.View Viridis Mining & Minerals' company profile: https://www.cruxinvestor.com/companies/viridis-metals-miningSign up for Crux Investor: https://cruxinvestor.com

Chips, Oil, Pharma, Rare Earths - India's Big Push | Trump Reacts with Drama | Sanjay Dixit

Global demand for rare earth minerals is surging and many of them lie under Australian soil. So what exactly are they and why are they important? - نایاب زمینی معدنیات کی عالمی مانگ بڑھ رہی ہے اور ان میں سے بہت سے آسٹریلیا کی سر زمین کے اندر موجود ہیں۔ تو اصل میں وہ کون سے معدنیات ہیں ہیں اور وہ کیوں اہم ہیں؟ جانئے اس پوڈکاسٹ میں

Global demand for rare earth minerals is surging and many of them lie under Australian soil. So what exactly are they and why are they important?

The Wimmera region in rural Victoria is becoming a flashpoint in the global race for rare earth minerals.

We'd love to hear from you. What are your thoughts and questions?In this episode, Dr. Allen Lomax interviews Louis O'Connor about the strategic metals market, focusing on the importance of rare earths in modern industry and the investment opportunities available to private investors. They discuss the dominance of China in the rare earth market, the characteristics that make certain metals valuable, and the challenges faced by the U.S. in producing these materials. O'Connor shares insights on how private investors can safely enter this market and the future of rare earths in the context of global supply chains and geopolitical tensions.Main Points:The key to wealth may lie in strategic metals.Strategic metals are crucial for modern manufacturing.China dominates the rare earth market.Private investors can access the supply chain.Rare earths are essential for technology and defense.Investment in metals can be inflation-proof.The U.S. is lagging in rare earth production.Education in metallurgy is critical for future production.The market for rare earths is expected to grow.Future planning is essential for successful investing.Connect with Louis O'Connor:louis@strategicmetalsinvest.comwww.strategicmetalsinvest.comhttps://www.linkedin.com/in/louis-o-connor-a583341b8/https://www.facebook.com/StrategicMetalsInvesthttps://www.youtube.com/@strategicmetalsinvest

Unpack the complex and troubling connection between U.S. university admissions for Chinese students and the nation's reliance on China for rare earth minerals. This deep dive reveals how a seemingly separate issue—the flood of Chinese students into American schools—is a bargaining chip in a high-stakes trade war. The transcript exposes how years of domestic policy have put the U.S. in a vulnerable position, leading to a situation where a critical supply of rare earth magnets for American industries is held hostage to visa policy. The result is a maddening look at how China is using every available tool to achieve world dominance, while the U.S. is forced into a difficult and compromising position.

The transcript exposes a high-stakes geopolitical drama unfolding between the U.S. and China, centered on a critical trade commodity: rare earth minerals. It details how a long history of environmental policies and political deals has left the U.S. at a severe disadvantage, giving China a near-total monopoly on the essential materials needed for everything from military technology to electric vehicles. As a result, the number of Chinese students on U.S. visas has become a negotiation tool for China, a "hostage situation" where the U.S. is forced to make concessions. The transcript argues that this is not a sign of a failed negotiation, but a necessary and revealing moment that has exposed America's dangerous dependency and prompted a new, frantic push to regain control of its own resources. It paints a picture of a nation fighting to regain its footing in a global conflict with far-reaching economic and military implications.

In this monologue, host Tara deciphers what she calls a "hostage situation" behind a recent political decision, arguing that it is not a sign of weakness but a strategic move. She explains that Trump's recent decision to allow 600,000 Chinese students into the U.S.—an increase of 100,000 from a few months prior—is a direct result of a standoff over rare earth minerals. Tara alleges that China, leveraging its near-total monopoly on these essential minerals, cut off their supply to the U.S., threatening to shut down American auto production lines. According to her, Trump was forced to concede on the student visa issue, but in doing so, he called China's "bluff" and exposed its hand as a global adversary. Tara asserts that this move has since prompted Trump to take aggressive action, including fast-tracking a permit to open the first new rare earth mineral mine in the U.S. in 70 years, as part of a long-term strategy to achieve American industrial independence.

The transcript outlines a conspiracy theory about China's multi-pronged effort to dominate the United States. It claims that U.S. dependency on rare earth minerals has created a "hostage situation" where China can dictate U.S. policy on student visas. The speaker also alleges a deep-seated corruption where Democratic politicians, from local to national levels, are financially compromised by China to push policies that benefit the Chinese government. Furthermore, the transcript suggests that the COVID-19 pandemic was a deliberate act orchestrated by the Chinese Communist Party, funded and facilitated by U.S. government agencies. This narrative culminates in a warning that Chinese influence has progressed to directly affecting American elections through "social clubs" in major cities, highlighting a war for global dominance that the U.S. is currently losing.

It's easy to overlook what makes our tech-driven world tick, but buried inside the devices we use and the machines that keep nations safe are rare earth metals—tiny, often invisible, but absolutely essential. While most people are focused on flashy stocks or crypto swings, the real game is happening behind the scenes, where China controls most of the supply. These materials aren't just powering gadgets—they're fueling entire industries, from defense to clean energy. The scary part isn't just how valuable they are, but how concentrated that control has become while the rest of the world was busy looking elsewhere. Louis O'Connor is the founder of Strategic Metals Invest, helping over 4,000 clients across 74 countries invest in rare earth metals. Today, he breaks down why these metals are essential to modern tech—from smartphones to renewable energy—and why demand is only growing. He also warns about China's control over the global supply and what that means for investors. His talk focuses on how individuals can tap into this overlooked but vital market. It's a niche with big strategic potential. Stay tuned! Quotes: “Rare earth metals are fast becoming as important—or maybe more important—than oil and gas.” “We're definitely in a Cold War 2.0, if you will. Except this time, it's not an arms race or a nuclear arms race—it's a semiconductor race.” “Rare earths don't occur naturally in usable forms, so it's more of a metallurgical process than a mining process.” Resources:  louis@strategicmetalsinvest.com Rare Earths & Technology Metals Follow Louis O'Connor on Facebook Connect with Louis O'Connor on LinkedIn

Laura Taylor-Kale, Former Assistant Secretary of Defense for Industrial Policy, joins Double Take to dig into the strategic importance of rare earths, exploring their impact on national security and why they are considered the hidden gems of the tech world.

Rare earths have been a major sticking point in trade negotiations between China and the United States. China dominates the production of these critical resources – which power everything from electric vehicles to fighter jets and data centres – with Beijing disrupting production around the world when it cut off supplies earlier this year. But one project in Australia is hoping to ease the bottleneck. We visit one of the key sites.If you'd like to get in touch with the programme, our email address is businessdaily@bbc.co.ukPresenter: Suranjana Tewari Producer: Jaltson Akkanath Chummar(Picture: A rare earth mining site in Western Australia.)

The state of Wyoming was put in the spotlight for a mining operation that uncovered rare Earth minerals, which the USA has largely relied on China for. With this discovery, the mineral industry in Wyoming could skyrocket.

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Tiny rare-earth magnets are used for building phones, electric cars, and submarines, but nearly all of them are mined and made in China. One U.S. company is trying to change that. WSJ's Jon Emont spoke with MP Materials' CEO about his goals for the mine, which has now made deals with the Pentagon, General Motors, and Apple. Can this industry come back the U.S.? Jessica Mendoza hosts.  Further Listening: -Why Trump Wants Ukrainian Minerals  -Greenland Has Tons of Minerals. So Where Are All the Miners?  Sign up for WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Kellogg's cereal brands were just acquired by Italy's Ferrero (Nutella)… but it's really about the mascots.Netflix's most popular content is actually Anime… and Japan's Anime shows an AI growth hack. The Pentagon just bought a rare earth metal stock… So is that strategy or socialism?Plus, the Fyre Fest brand is being auctioned off on eBay… for $205K. $KLG $K $NFLX $MPWant more business storytelling from us? Check out the latest episode of our new weekly deepdive show: The untold origin story of… Frisbee