Podcasts about rare earths

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

Hello Groovers, This week's Liquid Sunshine explores the raw, emotional power of funky blues rock, starting with the heart-wrenching intensity of Dusty Springfield and Nancy Sinatra before diving deep into the genre's grittiest moments. From Janis Joplin's soul-baring wails to Led Zeppelin's slow-burning blues, and through the swampy funk of Tony Joe White and Rare Earth, the set traces a lineage of music that refuses to hold back. It's two hours of unfiltered emotion and dirty grooves—the kind of songs that hit you right in the chest and don't apologize for it. Clickety Click on the link to listen Oh yeah, good times! Deejay Maarten Vlot KC Tracklist Dusty Springfield - You Don't Have To Say You Love Me Nancy Sinatra - Bang Bang Janis Joplin - Ball & Chain Led Zeppelin - Since I Have Been Loving You ZZ Top - Going Down To Mexica Cold Blood - Kissing My Love Steve Stills & Al Kooper - Season Of The Witch Creedence Clearwater Revival - Suzy Q Ten Years After - I Can't Keep From Crying Cuby & The Blizzards - Somebody Will Know Someday Livin' Blues - One Night Blues Robin Trower - I Can't Wait Much Longer Cold Blood - Kissing My Love Claudia Lennear - Everything I Do Gonna Be Funky James Gang - Funk #48 Tony Joe White - Polk Salad Annie Rare Earth - Good Time Sally Quicksilver Messenger Service - Who Do You Love (Pt 2.) Blackfoot - Train Train The Black Crowes - Remedy Put on your boogie pants and dancing shoes and come on down for some Liquid Sunshine. It's sexy music, for sexy people. Liquid Sunshine is a weekly radio show on 2XX FM in Australia, and The Face Radio in Brooklyn, USA, playing the best Deep Funk, Rare Groove, Disco & Beats - All The Good Stuff. And we also DJ out in the wild! We regularly do shows in Canberra, Sydney, Melbourne and along the Australian East Coast. 2025 will see us on the stages of the European summer festivals, the booths of the European night clubs and near the pools of Bali's finest venues. We are also a full service law firm to the music industry, providing advice to DJs, Producers, Musicians, Venues and Fetival Organisers. Link up, tune in and shake ya booty with Maarten Vlot - podcast, browse the socials, or get in contact via this link: https://linktr.ee/liquidsunshineradio or Stream live at The Face Radio, The Soul of Brooklyn https://thefaceradio.com every Friday 10pm – Midnite Brooklyn / 3 am – 5am London / 12pm - 2pm Oz

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.

This weeks Fear Of Missing Out report covers the US taking over an oil tanker. The horrors of the abortion pill are finally coming to light. Rare Earth metals have been found in the US and there is a fight for Warner Bros. You won't believe who is being forced to play in the FIFA Pride Match. Rachael Lavine's plaque has been changed back to Richard. We finish with what was dropped to prisoners by drone.

- 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

Sean Brodrick, Editor of Wealth Megatrends, Supercycle Investor, Resource Trader, and contributing analyst to Weiss Ratings Daily, joins us to outline strategies for portfolio management in lieu of the underlying trends in gold, silver, copper, oil, nat gas, rare earths, antimony, tech stocks, AI stocks, and robotics stocks. He also highlights some of the trades in individual resource stocks in his portfolio.   We start off noting the strong V-shaped recovery in gold and silver and the precious metals equities since our last conversation in late October.  After the sector corrected down sharply from mid-October into early November, it then rallied strongly back up through present in mid-December.   Silver breaking up decisively through the October highs in late November had Sean communicating with his subscribers to get positioned into even more silver stocks over the last couple weeks. In the larger silver stocks Sean got repositioned in both Pan American Silver and Hecla Mining again in 2 of his respective publications and portfolios. He is more animated by the recent outperformance of some of his junior mining stocks, flagging the outperformance in Heliostar Metals, Vizsla Silver, and Avino Silver and Gold.   Sean makes the case for both gold and silver running much higher in the year to come. His medium-term target for gold is at $4,500 and then a run over $5,000 is quite doable. Longer-term he still has an upside target for gold around $6,930. With silver he sees an eventual run to $100 as quite possible next year, and longer-term even a move to $200 would simply bring the metal up to it's inflation-adjusted highs. “I don't think most generalist investors are going to wake up until silver gets to $100, and then they may say ‘Oh, I should add some to my portfolio.' ” “It's not too late really to buy any of the silver miners. Heck, look at our Avino Silver and Gold… it's up 58% already and we didn't add it that long ago.”   From there we broaden out the discussion to the whole commodity complex, which Sean believes will stay in momentum overall. He points to the strength in copper and copper stocks, and advises looking for domestic opportunities to participate in that megatrend as it continues to develop. He feels many of the metals are moving higher in sympathy with the breakout in the precious metals. Sean believes this commodities super-cycle will even begin to drag the lagging traditional energy sector higher once again next year, pointing to the recent strength in natural gas, and the eventual catch-up trade in oil and oil stocks.   Shifting over into some of the niche' elements of the critical minerals sector, we discuss the outsized move higher in rare earths, antimony, and tungsten stocks in the summer into the early fall, but then the harsh correction back lower again, with many equities down 50-70% off their recent highs. Sean reiterates the importance of pulling partial profits when people have outsized gains in their portfolios. He outlined that he advised subscribers to reduce down positions in some of his big winners in rare earths, like MP Materials, and antimony like United States Antimony a couple of months ago. He also trimmed back most of those positions over the last few weeks to still lock in 106% and 85% gains respectively in the remaining portions, highlighting the importance of getting into trends early on at low prices and buying when the trends were in motion but less obvious to the broader markets. While he acknowledged some of these critical minerals sectors may be one of the few areas experiencing tax-loss selling this season, he still thinks investors can pick their spots and get re-positioned as these trends are not over, and China is still back to increasing their export controls on these important commodities.   Wrapping up we looked back at 2025 more big picture, and summarized a great year overall for investors, but marked with extreme moves of volatility in both directions. Sean pointed back to mixed start to the year, the severe market dislocations in most sectors during the April tariff tantrum lows, the strength and rebound of the precious metals, general US equities, and in particular the tech stocks. Sean anticipates the tech stocks continuing to garner a bid in 2026, and highlighted companies that can utilize AI to reduce headcount and improve efficiencies as big future winners. He also flagged the integration of AI into robotics to spur a “robot revolution” in 2026 and moving forward, noting how it takes them from stupid to thinking machines with more utility. He also notes that if we want to build out future robotic workforces for utilization that it is going to take quite a bit more of many commodities including copper, silver, and select rare earths. On the geopolitical front, all the global conflict and rearming of nations militaries are going to keep a bid in defense metals like antimony and next generation defense stocks.   Click here to follow along with Sean's work at Weiss Ratings Daily and Wealth Megatrends   Click here to learn more about Resource Trader     For more market commentary & interview summaries, subscribe to our Substacks:   The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/     Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

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.

A Chinese Commerce Ministry spokesperson says the government has given timely approval to all compliant export applications for rare earth-related items intended for civilian use.

This week, Scott talks to Motley Fool analyst Vincent Wales about Australian rare earths hopeful, Arafura Rare Earths (ASX:ARU).See omnystudio.com/listener for privacy information.

The European Union will release an updated plan this Wednesday to end its dependence on China for rare earths. These critical minerals are considered crucial in a number of high-stakes supply chains, notably in the defence, renewable energy and auto sectors, yet Beijing dominates both their mining and refining globally. Also in this edition, we look at how deforestation may have helped exacerbate recent floods in Indonesia.

In this episode of Energy Newsbeat – Conversations in Energy, host Stu Turley sits down with Nathan Lord, President of Shale Crescent USA, to unpack why Ohio, West Virginia, and Pennsylvania may be the world's most overlooked manufacturing and energy powerhouse. Nathan explains how the region's abundant, low-cost natural gas creates a world-class advantage for petrochemicals, power generation, and reshoring manufacturing from Europe and China—while also cutting emissions by building near the fuel source. They dive into Europe's deindustrialization, the risks of net-zero policies that export industry (and emissions) to China, the coming surge in gas demand from LNG and AI data centers, and why winning the “fuel race” is the key to U.S. energy security, grid reliability, and long-term prosperity for American workers.We wrote an introduction to this interview for the Energy News Beat Substack, and it included data compiled by Nathan and the Shale Crescent team. America's Strategic Energy Asset: Why the Ohio, West Virginia, Pennsylvania Region Must Be Prioritized for Power, Prosperity, and National SecurityI look forward to more podcasts and interviews with CEOs from Ohio, West Virginia, and Pennsylvania to discuss this significant, strategic reindustrialization effort for the United States. Thank you, Nathan, for stopping by the Podcast, and I am looking forward to our follow-up conversations! - StuCheck out the Shale Crescent USA website here: https://shalecrescentusa.com/Connect with Nathan Lord on his LinkedIn here: https://www.linkedin.com/in/nathan-lord-230a99a9/Highlights of the Podcast 00:00 - Intro01:01 – What Is Shale Crescent USA?02:53 – Marcellus Gas Volumes & Global Ranking04:20 – Where Global Manufacturers Go Next05:35 – Trump, the Saudi Crown Prince & LNG Dreams06:02 – Maximizing the Molecule: From Gas to Booster Seats07:16 – Germany's Net-Zero Deindustrialization09:06 – Europe's Energy Insecurity vs. U.S. Shale Advantage11:15 – Energy Security at Home, Energy Dominance Abroad12:12 – How Shale Crescent Lands Global Projects13:07 – Stu's Two-Track World & China's Manufacturing Pull14:54 – Can the U.S. Beat China on Manufacturing Costs?17:51 – Onshoring, ESG & Emissions Reality20:26 – Is ESG Fading? Cleanest Molecule Wins21:51 – Rare Earths vs. “Rare Natural Gas” Advantage23:08 – 50 Bcf of New Gas Demand: AI, LNG & Manufacturing24:11 – Who's Locking Up Molecules (and Who Isn't)26:02 – 1970s Lessons: Grandma First & Behind-the-Meter Power28:30 – Avoiding Blackouts & Winning the AI Fuel Race32:06 – Build on the Fuel Source: Speed to Power35:53 – Gulf Coast + Shale Crescent: 80% of U.S. Gas & Storage Gaps37:39 – Man-Made Energy Problems & Leadership38:18 – How to Find Nathan & Shale Crescent USA39:08 – Closing: From Rust Belt to ProsperityFull transcript will be on https://energynewsbeat.co/Check out https://energynewsbeat.co/request-media-kit/

Interview with Kurt Budge, CEO of Leading Edge Materials Corp.Our previous interview: https://www.cruxinvestor.com/posts/leading-edge-materials-tsxvlem-strategic-rare-earths-projects-amid-eus-critical-minerals-push-6094Recording date: 27th November 2025Leading Edge Materials Corp. (TSXV:LEM) is advancing its Norra Kärr heavy rare earth project in Sweden towards a prefeasibility study expected to complete in the first half of 2026, positioning one of Europe's few advanced-stage heavy rare earth assets closer to production. The project's production profile of 248 tonnes of dysprosium and 38 tonnes of terbium oxide compares directly to Lynas Rare Earths' recent Malaysian plant expansion, establishing Norra Kärr at strategically significant scale within global heavy rare earth supply.The strategic rationale for European heavy rare earth production has intensified as Chinese export restrictions throughout 2025 created supply disruptions and price volatility that industry leaders characterise as a crisis. Dysprosium and terbium are critical components in permanent magnets used in electric vehicle motors, wind turbines, and defence systems, with European manufacturers remaining almost entirely dependent on Chinese production. CEO Kurt Budge directly questions whether Europe can rely on heavy rare earths from potentially misaligned jurisdictions for defence equipment and armaments production, highlighting supply security as a national security imperative beyond industrial applications.Leading Edge Materials benefits from 16 years of technical work on Norra Kärr, providing a substantial data foundation that reduces technical risk compared to earlier-stage exploration projects. The current programme focuses on two critical work streams: optimising mineral processing using 28,000 metres of drill core for test work, and upgrading the mineral resource from inferred classification. The company is conducting hydrometallurgy assessment on eudialyte mineral concentrates containing heavy rare earths whilst evaluating nepheline syenite by-products for ceramics, glass, and coatings markets, providing dual revenue stream potential.The company's economic modelling focuses on mine gate economics without requiring integrated downstream processing infrastructure, acknowledging capital constraints whilst establishing fundamental extraction economics. This approach allows Norra Kärr to demonstrate project viability as if concentrates were sold to third-party processors, reducing capital requirements whilst maintaining optionality for future vertical integration. Independent market assessments are updating rare earth pricing decks and industrial mineral market analysis to inform the prefeasibility study economic model.Near-term catalysts include a mining lease decision expected in the near future, representing a critical regulatory milestone that de-risks the project and positions it favourably for government support programmes. Partnership discussions with downstream permanent magnet manufacturers are underway, with the company aiming to establish collaborative frameworks concurrent with prefeasibility study completion. The development timeline positions the resource approximately three to four years from production, assuming successful completion of studies and securing of project finance.European policymakers are actively discussing price support mechanisms including floor prices and contracts for difference, modelled on US Department of Defense interventions for MP Materials. These mechanisms acknowledge that market manipulation by dominant suppliers creates investment risk requiring government intervention to ensure European heavy rare earth production. Sweden's positioning as a leading European mining nation provides jurisdictional advantages, with the current government articulating ambitions to lead European critical minerals production.The 2026 work programme represents a pivotal year for Leading Edge Materials, with prefeasibility study completion and mining lease approval expected to catalyse government funding or strategic investment from downstream partners seeking supply security. The company operates across multiple exchanges including Toronto, Stockholm, New York, and Frankfurt, facilitating access to European and North American capital markets focused on critical minerals supply security.View Leading Edge Materials' company profile: https://www.cruxinvestor.com/companies/leading-edge-materialsSign up for Crux Investor: https://cruxinvestor.com

In this Daily Editorial, we are joined by Marc Chandler, Managing Partner at Bannockburn Global Forex and Editor of the Marc to Market website. Marc breaks down the massive moves in the precious metals market to end the month, with Silver surging over 7% to break $57/oz and significantly outperforming Gold. We discuss the macro drivers behind this rally, primarily the shift in market sentiment which is now pricing in an ~80% chance of a Federal Reserve rate cut in December. Marc provides his analysis on the weakening US Dollar, the tightening spreads between US and German debt, and the potential for a Bank of Japan rate hike next month. Key Discussion Points: Silver's Historic Breakout: Analyzing the $5+ move in Silver futures to over $57/oz. Is this the legendary "short squeeze" driven by dislocations in China, or a fundamental repricing? The Fed Pivot: US 10-Year yields are falling as the market aggressively prices in rate cuts for December and into 2026. Currency Markets: The US Dollar softens while the Yen strengthens on expectations of a BOJ hike. Marc also highlights the Australian Dollar as a standout. Equity Resilience: Despite valuation concerns, the S&P 500 continues to grind higher, fueled by liquidity and rate cut hopes. Sector Watch: A look at the Rare Earths sector, which remains in a downtrend despite the broader commodity boom.   Click here to visit Marc's site - Marc To Market   -------------------- For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment Disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

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 Get transcripts, startup resources & community discussions at www.bravesea.com 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 English: Spotify | YouTube | Apple Podcasts Bahasa Indonesia: Spotify | YouTube | Apple Podcasts Chinese: Spotify | YouTube | Apple Podcasts Vietnamese: Spotify | YouTube | Apple Podcasts #USChinaRelations #Geopolitics #ChinaEconomy #TradeWar #RareEarths #GlobalSupplyChains #SoutheastAsiaTech #TariffTalks #MarketDynamics #BRAVEpodcast

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:

James Morrone, policy analyst at Americans for Prosperity, dives into the U.S. strategy for standing up to China on rare earth minerals, the critical resources powering everything from electronics to military technology. Morrone explains how reliance on Chinese supply chains creates strategic vulnerabilities for the United States and explores potential policy solutions to strengthen domestic production, protect national security, and reduce American dependence on foreign sources. This discussion highlights why rare earths are not just an economic issue, but a key element of global competitiveness and national defense.

Steve Gruber talks with Dan McGroarty, Head Strategic Advisor at Graphite One, about a new Arctic rare earth discovery that could significantly impact global supply chains. Dan explains how this find might weaken China's dominance over critical minerals, the importance of U.S.-based projects for national security, and the broader economic and strategic implications for the United States. They also explore the role of innovation and domestic production in securing America's future in essential industries.

Scientists from Bengaluru's Jawaharlal Nehru Centre for Advanced Scientific Research have discovered a new kind of magnetism in a rare-earth compound that can be used in quantum and spintronic technologies. It envisions a new class of materials that can be tuned to design faster, more energy-efficient magnetic and quantum devices.

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.

Find us at www.crisisinvesting.com   In this episode, Doug Casey and Matt discuss various questions from their subscribers. Topics range from the impact of AI on jobs, the enduring value of businesses that AI cannot replace, and the economic implications of universal basic income. They also delve into the 'skyscraper effect' as a predictor of financial downturns in places like Punta del Este, Uruguay. The discussion then shifts to the future prospects of commodities like gold, silver, uranium, and rare earths, and the potential geopolitical impacts of China's dominance in rare earth processing. Other subjects include the state of Uruguay as a plan B destination, particularly in the context of moving there post-pandemic, and the broader implications of transitioning to a war economy. Lastly, they touch on the progress of Doug's 'Higher Ground' novel series and share insights on monetary metals and rare earth mining investments. 00:00 Introduction and Subscriber Questions 00:18 Impact of AI on Business and Employment 01:20 Universal Basic Income and Future of Work 06:53 Embracing AI and Technological Advancements 07:50 Skyscraper Effect and Real Estate Market 13:14 Crisis Investing Sentiment on Commodities 18:17 Rare Earths and Global Production 21:45 Higher Ground Novels and Future Plans 23:24 Monetary Metals and Gold Lending 24:19 The Value of Gold and Counterparty Risk 25:09 War Economy and Its Implications 28:34 US Foreign Policy and Venezuela 32:15 Uruguay: A Step Back in Time 39:20 Plan B Destinations in Europe 43:17 Concluding Remarks and Future Plans

Steve Gruber sits down with John Tamny, author of Deficit Delusion and senior economic adviser, to discuss the rare earths supply issue and why China can't fully block these critical materials from the U.S., short of extreme hoarding. They break down the economic implications, global supply chain risks, and why rare earths matter for everything from defense to technology. Tamny provides insight into how the U.S. can safeguard its access to these essential resources without panicking over China's influence.

With Ranjeet Sundher, CEO of Tactical Resources, and Kanishka Roy, CEO and Chairman of Plum Acquisition Corp. III SPACs have played a big role in the race to develop US-based sources of rare earth materials, but few available target companies are within a few years having an operational mine. Tactical Resources aims to be the exception. This week, we speak with Ranjeet Sundher, CEO of rare earth miner Tactical Resources, and Kanishka Roy, CEO and Chairman of Plum Acquisition Corp. III (OTC:PLMJF). They came together in a $589 million business combination announced in August. Ranjeet explains how the unique qualities of his company's Peak Project could lend itself to a much earlier commercial launch. And Kanishka lays out how that timeline impacts the value case for this transaction in an environment where the demands and supply limits don't look to ease anytime soon.  

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

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

How should you play the AI trade? Carl Quintanilla, Jim Cramer and David Faber explored this week's tech sector sell-off on Al bubble fears. They discussed the BofA Global Fund Manager Survey, which says more than 50% of investors believe AI stocks continue to be in a bubble. The anchors reacted to Alphabet CEO Sundar Pichar telling the BBC about "irrationality" in the AI boom. Home Depot shares under pressure after the company posted a Q3 earnings miss and cut profit guidance, citing "consumer uncertainty" and weaker demand. MP Materials CEO James Litinsky joined the anchors at Post 9 — with shares of the rare earth producer up more than 250% this year. Also in focus: Cloudflare outage, Bitcoin below $90,000. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

00:00 Intro01:17 U.S. Eyes Thanksgiving Deadline for China Rare Earths Deal02:32 Rare Earths: What They Are and Why They Matter04:27 USDA: China Imported Just 332K Tons of U.S. Soybeans05:53 Japan Envoy Visits China to Ease Diplomatic Crisis08:33 Taiwan Prepares Citizens for Possible Chinese Invasion09:30 U.S. Approves S. Korea to Build First Nuke-Powered Sub10:46 U.S. to Designate Venezuelan Cartel as Foreign Terror Org.13:36 Citizens Clash With Authorities Across China16:17 Chinese Man Gets 4 Years Over U.S. Missile Tech Theft17:08 Germany, China Work Toward Ending Trade Tensions18:44 Tesla Moves to Cut China Out of U.S. Supply Chain

Before Nvidia (NVDA) dominates any and all market discussions on Wednesday, Marley Kayden and Sam Vadas recap some of the stories that didn't get as much attention on Tuesday. They show how OpenAI's reach continues to expand with a new Intuit (INTU) partnership and the rally in rare earths following steep selling action. ======== 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

Rare earth stocks are rallying Tuesday, and Jonathan Rowntree, CEO of Niron Magnetics, discusses China's latest restrictions and the overall industry. Niron Magnetics creates permanent magnets that work without the need for any rare earths. He believes China's restrictions are part of a long-term strategy to maintain dominance on pricing, with ripple effects hitting tons of sectors. He explains supply chain challenges for the U.S., and where alternatives like Niron can come in. ======== 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

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

How can the United States make its economy more resilient not just to future economic shocks but the threat of such shocks from its geopolitical rivals? Arnab Datta has spent years working on this very question. In the immediate aftermath of the recent rare earths showdown between America and China, Datta and his colleagues at the Institute for Progress and Employ America published a new analysis titled How to Implement an Operation Warp Speed for Rare Earths.China's global dominance in rare earths, acquired over decades, allows it to “gain leverage in trade negotiations, retaliate against American restrictions, degrade American and allied technological capabilities, and potentially even to entrench its dominance in downstream rare earth-dependent manufacturing supply chains,” write Datta, Saif Khan, Tim Hwang, and Tim Fist. The scope of the report extends well beyond the specific threat of a shock to America's supply of rare earths. It speaks to the very nature of the ongoing geopolitical dispute with China itself — and more broadly, to the question of how best to respond when a single country has taken steps for decades to distort the global market of a product that the entire world depends on.Why did the United States fail to spot the emerging threat? How should it respond now — and in such a way that embraces core American economic values like competition and innovation? Related links: How to Implement an Operation Warp Speed for Rare EarthsArnab's work at Employ AmericaArnab's work at the Institute for Progress Hosted on Acast. See acast.com/privacy for more information.

In this intense episode, Tara unpacks the high-stakes clash between U.S. policy, Chinese influence, and America's dependence on rare earth minerals. From Trump's attempted cancellation of 500,000 Chinese student visas to China's retaliatory threat to cut off critical rare earth supplies, Tara breaks down the geopolitical pressure game that nearly halted America's auto and tech industries. She explores Biden-era decisions that empowered China, the strategic shutdown of U.S. mining sites, the fallout in Afghanistan, and the stunning recent developments that may finally free America from Chinese mineral dominance.

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. 1955

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. 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.

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

We've got a deep dive into how the global scramble for rare earth and battery-metals is igniting a stock-boom, and what investors need to know. Today's Stocks & Topics: Kimberly-Clark Corporation (KMB), Market Wrap, eBay Inc. (EBAY), Taiwan Semiconductor Manufacturing Company Limited (TSM), Critical Minerals, Critical Moment: Rare Earths Stocks Set to Surge, DraftKings Inc. (DKNG), Avantis All International Markets Value ETF (AVNV), Benchmark Numbers, Federal Reserve Survey, 457 Retirement Plan, Murphy USA Inc. (MUSA), Critical Minerals Policy Uncertainty.Our Sponsors:* Check out Gusto: https://gusto.com/investtalk* Check out Invest529: https://www.invest529.com* Check out Progressive: https://www.progressive.com* Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands