Podcasts about rare earths

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.

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.

American Resources Corp CEO Mark Jensen joined Steve Darling to announce that its subsidiary, Electrified Materials Corporation, has developed a low-cost, scalable method to extract rare earth elements (REEs) from common e-waste—including speakers, power tools, and hard drives, even those previously shredded during data destruction. Electrified Materials is positioning itself as a cutting-edge recycler of metals and minerals for the electrified economy, specializing in transforming end-of-life products into new steel-based, battery-grade, and magnet-grade inputs. Jensen explained that the company's mechanical separation process sorts materials based on physical properties such as density and hardness, resulting in a clean mixed rare earth powder. This powder is then supplied to ReElement Technologies Corporation, where it undergoes refinement into ultra-high-purity separated oxides (99.5%–99.999%), unlocking the potential for premium-grade rare earth oxides used in domestic commercial and defense manufacturing. Beyond the technological breakthrough, the company is well positioned for scale. Electrified Materials controls more than 135 acres of industrial property across Indiana and Eastern Kentucky, which will serve as hubs for its planned expansion into disposition services and the recycling of rare earth magnets, lithium-ion batteries, and defense metals—all critical supply chain inputs for advanced technologies in national security, hyperscale computing, and the electrified economy. By bridging innovative recycling technologies with strategically located industrial assets, American Resources and its subsidiaries are advancing a sustainable, domestic rare earth supply chain at a time of increasing global demand. #proactiveinvestors #americanresourcescorporation #nasdaq #arec #SustainableMining, #MineralRefining, #RecyclingInnovation, #CriticalMinerals, #RareEarthRecycling, #EVRecycling, #BatteryRecycling, #princialminerals #adamjohnson #RareEarths #EWasteRecycling #ReElement #CriticalMinerals #SustainableTech #MagnetRecycling #TechInnovation #GreenSupplyChain #ElectrifiedMaterials

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 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 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

ແຮ່ທາດຫາຍາກ (Rare Earth) ເປັນກຸ່ມຂອງທາດໂລຫະ 17 ຊະນິດ ທີ່ຂັບເຄື່ອນ ເທັກໂນໂລຈີສມັຍໃຫມ່. ແລະມັນກໍສໍາຄັນຫລາຍ ສໍາລັບການປ່ຽນແປງພະລັງງານສີຂຽວ. ພະລັງງານແສງອາທິດ ແລະລົມ ແລະຣົດໄຟຟ້າ ທັງຫມົດລ້ວນອາສັຍທາດຫາຍາກ (Rare Earth Elements). ຕອນນີ້ ປະເທດຈີນ ຄວບຄຸມສາຍໂສ້ຕລາດ ສ່ວນໃຫຍ່ຂອງແຮ່ຫາຍາກ, ຊຶ່ງຄຶດເປັນປະມານ 70 ເປີເຊັນ ຂອງການຂຸດຄົ້ນ ແລະ 90 ເປີເຊັນ ຂອງການຜລິດ ແຕ່ ອອສເຕຣເລັຍກຳລັງຈະມີບົດບາດໃນເລື້ອງນີ້.

At the ET World Leaders Forum 2025, Archana Rai, Economic Times’, Editor, South speaks with Rajat Taneja, President Technology at Visa, about how India is shaping the future of payments. The discussion spans India’s trillion-dollar digital opportunity, the growing role of AI in fraud prevention, and Visa’s cutting-edge innovations from tokenized credentials and biometrics to agent-led e-commerce. Rajat noted that one-time passwords are no longer foolproof as they can be compromised, arguing that trusted platforms will shape the future of secure payments. Stressing AI’s transformative role, he also called for closer cooperation with regulators to build safer, faster digital transactions. He further highlights India’s pivotal role in Visa’s global R&D, while offering perspectives on regulation, financial inclusion, and the essentials of safe online shopping. Tune in.You can follow Archana Rai on her Linkedin, Twitter profiles and read her Newspaper Articles. Listen to Corner Office Conversation our new show:: Corner Office Conversation with Pawan Goenka, Chairman, IN-SPACe, Corner Office Conversation with The New Leaders of Indian Pharma and much more. Check out other interesting episodes from the host like: Tariffs trump trade, US’ Tariff Blow: What can India Do?,Rare Earths to Rx: Explaining the India-China Reset, Ram Madhvani on Blending VR, AI and Bharat and much more Catch the latest episode of ‘The Morning Brief’ on ET Play, The Economic Times Online, Spotify, Apple Podcasts, JioSaavn, Amazon Music and Youtube.See omnystudio.com/listener for privacy information.

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

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

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?

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

Nick Hodge, Co-Owner of Digest Publishing and editor of Foundational Profits and Hodge Family Office, joins me for a longer-format discussion on and the macroeconomic themes and fundamental drivers that that are continuing to push the purchasing power of the US dollar down and most other asset classes higher.  Nick shares how he has been successfully “buying the dip” in gold, silver, copper, rare earths, uranium, and lithium stocks.   We start off reviewing how the US fiscal policy and the Fed's upcoming monetary policy is leading to a weaker US dollar, which has been a key tailwind to US equities, cryptos, and the commodities sectors. Nick points out that the “Fed is not your friend,” and that the coming rate cuts will be further debasing the dollar's purchasing power, which is going to send real assets higher in response.   We review the impacts of the back-to-back Biden and Trump administration large fiscal policy bills, that increased the national debt burden, which has been a boon to the precious metals sector, as a hedge against fiscal malfeasance and as a way to protect purchasing power.    Many of the government fiscal bills passed the last few years have had provisions in them for accelerating the development of nuclear power infrastructure and uranium mining, and they have provisions included to fund boosting domestic supplies and refinement of critical minerals like rare earths, antimony, tungsten, copper,  lithium, and many other strategic critical minerals. We discuss how all this attention at the federal level in the US and in many nations abroad is bringing in new investors to resource investing.   With regards to the precious metals, Nick has continued building up positions in quality explorers through private placements, as well as buying larger companies with exposure to rising gold and silver prices on pullbacks.  He noted the example of picking up a position in Royal Gold, Inc. (NASDAQ: RGLD), during the corrective move that played out after their announcement of the acquisition of Sandstorm Gold.   Next we got into the longer-term structural supply demand fundamentals underlying the copper market, and that it has been in an upward trajectory for the last handful of years.  When the recent volatility from the initial reaction to the copper tariffs to the reversal back down once there was more clarity around what precisely would get tariffs, Nick took the opportunity to exit his domestic copper producer position in Freeport-McMoRan Inc. (NYSE: FCX). He chose instead to then position back outside of the US via buying the dip in Ivanhoe Mines (TSX: IVN) (OTCQX: IVPAF), after it pulled down on some short-duration challenges.  He also flagged his recent private placement into the earlier-stage prospect generator, Kincora Copper Limited (TSXV: KCC) (ASX: KCC), with exploration properties looking for copper and gold porphyries in Australia.    The conversation then turns to growing generalist interest in the rare earths sector in particular, especially after the recent Department of Defense investment into MP Materials Corp. (NYSE: MP) as a key stakeholder, but also providing them a floor on their Neodymium products, and agreeing to be a buyer future magnet production.   Then, shortly thereafter, Apple Inc. (NASDAQ: AAPL) made a $500M investment into MP Materials to accelerate and help fund the future development of a permanent magnet recycling plant in Texas.   Nick points to CoTec Holdings Corp. (TSXV:CTH)(OTCQB:CTHCF), as another company poised to start recycling permanent magnets, also in Texas. Additionally, he highlights the heavy rare earth production capacity increasing from Energy Fuels Inc. (TSX: EFR) (NYSE American: UUUU). We reviewed the news out this week of the MOU between Energy Fuels and Vulcan Elements, focused on ex-China high-purity "light" and "heavy" rare earth oxides for production of rare earth permanent magnets in the United States, using high-purity NdPr and Dy oxides refined in Utah.   This transitioned the discussion to the volatile year, to the upside and downside, in the nuclear and uranium stocks, and Nick pointed out the good opportunities to buy the dip in the sector throughout this year on pullbacks. In addition to the positive response from the multiple executive orders and fiscal bills passed surrounding nuclear power and the nuclear fuel cycle, Nick highlights that companies like Uranium Energy Corp (NYSE American: UEC) and Anfield Energy Inc. (TSX.V: AEC) (OTCQB: ANLDF) were both approved for federal fast-track permitting.   Nick also highlights his recent participation in the private placement financing for North Shore Uranium Ltd. (TSXV:NSU), and how he's done well with this management team in the past on other companies, why he finds the current project fundamentals compelling.   Wrapping up we got into how even the lithium space has presented a “buy the dip” moment recently, and that both the underlying metals price and the related equities have bounced and started a trajectory higher. Nick revisits the case for a company he's done quite well in during the prior cycle, Patriot Battery Metals Inc. (TSX: PMET) (ASX: PMT) (OTCQX: PMETF), as well as the value proposition for a new private placement he just participated in with Lion Rock Resources Inc. (TSXV: ROAR) (OTCQB: LRRIF).   Click here to follow Nick's analysis and publications over at Digest Publishing

Sean Brodrick, Editor of Wealth Megatrends and contributing analyst to Weiss Ratings Daily, joins me to outline why he still remains bullish and holding positions in gold, silver, rare earths, uranium, utilities, and defense stocks.   We start off reviewing the positive trends in gold and silver producers after the market digested Q2 earnings newsflow, and how his portfolio of PM stocks shared with his subscribers has outperformed.   Next we got into the rally we've seen in some of the rare earth stocks on the back of Chinese export bans, and bringing more attention to the downstream processors.  We noted the incoming US Department of Defense funds and Apple strategic investment into MP Materials Corp. (NYSE: MP), which really ignited a further boom in the sector. Next Sean highlighted  the recent Memorandum of Understanding (MOU) between Energy Fuels Inc. (NYSE American: UUUU); (TSX: EFR), a U.S. producer of rare earth element oxides from their mineral sands projects, and Vulcan Elements, a U.S. manufacturer of rare earth permanent magnets. These companies have agreed to collaborate on creating a resilient domestic supply chain for rare earth magnets independent of China.   The trends higher in nuclear, uranium, and utilities stocks have been another sector that Sean has been exposed to across those different stages of companies.  The small modular reactor stocks, utilities exposed to nuclear power, and the uranium stocks have gained more traction with a wider audience of generalist investors, and Sean believes they can run much higher from here due to the longer-term bullish macro fundamentals for electricity demand and the advantages of nuclear power.    We discuss the potential for merger and acquisition deals between the handful of smaller US uranium producers, and that while small, the can outperform based on meaningful incremental improvements in their operations. We go on to discuss the large group of junior uranium developers and explorers in Canada, pointing out that Denison Mines Corp. (TSX: DML)(NYSE AMERICAN: DNN) is the closest company to new uranium production, but that is all the way out in 2028.  Sean mentions the strategy of waiting to position in some of the smaller Canadian juniors until after dilutive financing news has been announced, and once clear catalysts and work programs are established and already funded for better entry points.   Wrapping up we discuss the opportunities still present in many defense stocks, from drones and counter-drones to hypersonic rockets and next generation smaller defense software, hardware, and energy stocks. This leads into the conflicting forces investors deal with not liking government intervention in the markets, but also being cognizant of the flow of funds and contracts into certain sectors, and why this presents opportunities for positioning alongside those trends.   Click here to follow along with Sean's work at Weiss Ratings Daily and Wealth Megatrends   Click here to learn more about Resource Trader

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

In the debut episode of Miningweb.com's flagship show featuring inimitable Peter Major, the conversation covers topical developments of interest to investors. This week's menu kicks off with Anglo American's results and an aborted coal sale to Peabody and accelerates. Major spoke to BizNews editor Alec Hogg.

Myanmar is the world’s third-largest producer of rare earths and a critical supplier for neighboring China. But rebels have recently taken control of most of the country’s mines — creating a complicated situation for Beijing and for global supply chains. On today’s Big Take Asia Podcast, host K. Oanh Ha and reporter Timothy McLaughlin discuss the Kachin Independence Organization’s newfound control of a majority of Myanmar’s rare-earth mines, how the change is shifting Myanmar's political dynamics and what the group’s growing influence could mean for the future of rare earths. Read more: A Rebel Army Is Building a Rare-Earth Empire on China’s BorderSee omnystudio.com/listener for privacy information.

Is silver finally ready to explode higher? Crescat Capital's Tavi Costa joins Wealthion's Trey Reik to share why he believes silver is entering a powerful new bull market, and why most investors still don't see it coming. From surging industrial demand for solar and AI infrastructure, to a historic supply crunch and under-the-radar central bank buying, Tavi explains why silver may be the most undervalued macro asset on the planet.

Is silver finally ready to explode higher? Crescat Capital's Tavi Costa joins Wealthion's Trey Reik to share why he believes silver is entering a powerful new bull market, and why most investors still don't see it coming. From surging industrial demand for solar and AI infrastructure, to a historic supply crunch and under-the-radar central bank buying, Tavi explains why silver may be the most undervalued macro asset on the planet.

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.

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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Jianggan Li, Founder of Momentum Works, joins Jeremy Au to unpack the evolving trade dynamics between China, Vietnam, and the United States. They compare Vietnam's swift concessions with China's calculated rare earth strategy, discuss the blurred lines of transshipment, and explore how Apple, Pop Mart, and Labubu reflect larger trends in global manufacturing and consumer behavior. The conversation also reveals how Chinese brands are outpacing global competitors in TikTok marketing and why luxury culture in China is undergoing a quiet transformation. 02:28 China used rare earths as a strategic trade weapon: Jianggan references a Deng Xiaoping quote from the 1980s highlighting rare earths as vital. China's long-term planning turned these materials into a key negotiation tool, influencing American industry pressure and leading to relaxed US restrictions without an official announcement. 04:56 Vietnam offered zero tariffs on US goods to secure a deal: Faced with a sudden 46 percent US tariff, Vietnam's leadership moved quickly. To Lam personally called Trump and agreed to a deal where Vietnam's exports would face 20 percent tariffs, suspected transshipped goods 40 percent, and US imports would enter Vietnam tax-free. 08:41 Vietnamese factories feel pressure from China's scale and efficiency: Mid-sized business owners in Vietnam, even those driving Porsches, admit they can't compete with China on speed and cost. The concern is especially acute for standardized products without strong local customization needs. 13:20 Transshipment rules are hard to define and even harder to enforce: A Made in Vietnam label can apply if 40 percent of value is added locally but calculating that percentage is difficult. Inputs often come from China, and enforcement depends on both accounting practices and political discretion across borders. 17:25 US criticism of Apple's China ties expands across party lines: A Daily Show clip highlights Apple training Chinese factories and hollowing out US jobs. This marks a shift in criticism from being Republican led to becoming bipartisan, with concerns about offshoring now voiced by Democrats as well. 29:22 China's middle class shifts from luxury logos to quiet quality: Before the pandemic, wealth was flaunted through bags and status goods. Post-pandemic, that has changed. Consumers now see luxury as a stupid tax and prefer high-quality domestic brands that offer better value. 34:03 Labubu's rise shows China's edge in branding and execution: Pop Mart succeeded by combining designer signings, local manufacturing, and fast restocking strategies that undercut scalpers. The brand also leveraged deep operational know-how from Douyin, giving it a major advantage on TikTok over Western brands reluctant to invest in the platform. Watch, listen or read the full insight at https://www.bravesea.com/blog/jianggan-li-tariffs-and-toys 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

Jon Herold kicks off this Friday's Daily Herold with a personal update before diving into a mix of policy moves, geopolitical shifts, and legal bombshells. He covers Trump's new executive orders ensuring transparency in higher education admissions, halting wasteful federal grants, and guaranteeing fair banking for all Americans without political discrimination, tying in his own experiences with deplatforming. Jon examines the Department of Defense's stake in MP Materials and the rare earths race, pondering Ukraine's resources in a potential peace deal. Trump's announcement of a historic peace summit between Armenia and Azerbaijan sparks discussion on its ties to broader global negotiations. On the domestic front, Jon questions the Park Police leading a federal crime crackdown in D.C., unpacks a grand jury probe into Letitia James, and highlights a major appeals court rebuke of Judge Boasberg. Other topics include skepticism toward Project Veritas' Bill Barr claims, the DOJ's $50M bounty on Venezuela's Maduro, Stephen Moran's interim Federal Reserve appointment, and Israel's planned Gaza City takeover. With trademark humor, live chat banter, and a few sidetracks, Jon keeps the commentary sharp, candid, and deeply connected to the Badlands community.

The United States and China wrapped up the third round of high-level trade negotiations earlier this week. American and Chinese negotiators met in Stockholm on July 28 and 29. US Treasury Secretary Scott Bessent described the talks as constructive and wide ranging. He acknowledged that an extension of the 90-day tariff pause was discussed but said that the final decision was up to President Trump.  As of today – August 1 – Trump has remained mum. The Chinese side's readout was devoid of details, although China's vice minister of commerce said that both countries would continue to push for an extension of the reciprocal tariffs and Chinese countermeasures.How should we assess the dynamics in the trade talks, including the balance of leverage between Washington and Beijing? And how might the trade negotiations shape the future of the US-China relationship? To discuss these questions, we are joined by Dr. Scott Kennedy. Scott is senior adviser and trustee chair in Chinese Business and Economics at the Center for Strategic and International Studies. Timestamps[00:00] Start[02:06] Lessons Learned from Trump's First Administration[05:20] Chinese Outlook on Future Economic Policy[09:28] Who's Winning the Trade War?[14:30] China's Reactions to Transshipment Provisions[18:18] Bessent's Rebalancing Plans [24:14] Challenges to Chinese Investment in the US [29:15] China's Trade Deal Goals

Discover how rare earth and technology metals are driving the future of energy, technology, and global markets—and why smart investors can't afford to overlook them.   In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Louis O'Connor, founder of Strategic Metals, who shares his journey into the world of rare earth and technology metals. With years of experience in the industry, Louis reveals how these critical resources are powering the future of energy, technology, and global markets. As a leading expert in the field, Louis explains why savvy investors should be paying close attention to this rapidly growing asset class.   Key Takeaways: → How investing in rare earth and technology metals provides unique opportunities for long-term growth in critical industries such as energy, AI, and defense. → How rare earth metals are essential for technological progress in the 21st century. → Why investing in these metals can be a strategic move, providing a hedge against traditional stock market volatility and economic uncertainty. → Why supply chain constraints cause scarcity-driven price spikes in rare earth metals like gallium and dysprosium. → How physical ownership and secure storage of rare earth metals enhance an investment portfolio by adding value while keeping liquidity and market access.    Louis O'Connor is the Founder and Principal of Strategic Metals Invest, the only global supplier that allows private investors to directly own strategic metals—including Technology Metals, Rare Earth Metals, Green Metals, and Rare Earth Elements. With over 30 years of experience and clients in more than 70 countries, Louis is a leader in a rapidly evolving industry that makes headlines worldwide. He is a highly sought-after expert, having appeared on CNBC, Cashflow Ninja, and other prominent platforms. His insights show how strategic metals provide a unique hedge against inflation, serve as a smart diversification strategy, and play a vital role in the global economy.   Connect With Louis:  Website X Facebook   Learn more about your ad choices. Visit megaphone.fm/adchoices

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

Elmo was hacked... Jamie Lee Curtis posts family photo?... Apple is in on U.S. Rare Earths... Untamed drops Thursday... Tracker and Joe Pickett…Emmys Nominations... Email: ChewingTheFat@theblaze.com MLB All-Star Game thoughts… No MLB, NFL, NBA or NHL right now... Who Died Today: Dan Rivera 54 on tour with Annabelle doll... James Carter Cathcart 71 / Paulette Jiles 82 / David Kaff ( Viv Savage in Spinal Tap ) 79... Robin Kaye & Thomas Deluca / Murdered in their home… AZ Wildfire update… DFW roadways becoming more unsafe…. Joke of The Day…. www.blazetv.com/jeffy. Promo code Jeffy… 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

Donate (no account necessary) | Subscribe (account required) Join Bryan Dean Wright, former CIA Operations Officer, for a Friday Headline Brief packed with the top stories shaping America and the world. John Kerry Admits “Trump Was Right” on Border Policy Former Secretary of State John Kerry shocked Democrats by telling the BBC that his party was wrong to allow the southern border to be "under siege" under President Biden. Kerry stated that enforcing border laws is essential to national sovereignty and that Trump's stance was not discriminatory, but correct. Federal Judge Blocks Trump's Citizenship Order for Babies of Illegal Aliens A New Hampshire judge issued a nationwide injunction on Trump's executive order denying citizenship to foreign babies born in the U.S. The White House called it an unlawful workaround of the Supreme Court's recent ruling, while some argue it may force the Court to address the issue head-on. Texas Flood Aftermath: Delayed Alerts and Cloud Seeding Concerns With the death toll reaching 120, Trump and the First Lady visit the region. Governor Abbott calls for better emergency alert systems after reports of 90-minute delays. Meanwhile, scrutiny mounts over Rainmaker's cloud-seeding operations, with Bryan reminding listeners that geoengineering remains an unpredictable and powerful force. Pentagon Buys $400M Stake in Rare Earths Firm to Break China's Grip The U.S. Department of Defense is investing in MP Materials to boost domestic production of rare earth magnets. The move is part of a broader push to reduce dependence on China and prepare for increasing demand driven by AI and defense needs. U.S. Army Quadruples Order for Patriot Missile Interceptors The Army increases its planned order from 3,000 to 14,000 Patriot interceptors due to active deployments in Israel, Ukraine, and the Pacific. However, the U.S. still depends heavily on China for critical minerals used in production. AI Pushes Students Back to Blue Books as Brainpower Declines Schools across the U.S. are returning to handwritten Blue Books as teachers combat AI-assisted cheating. MIT research shows students using AI had lower brain activity and memory retention. Bryan says this is a win for education—and a warning about overreliance on technology. Israel Confirms Trump's Iran Strike Buried Uranium Stockpiles Israeli intelligence reports with high confidence that Operation Midnight Hammer entombed Iran's enriched uranium at key nuclear sites. Only Isfahan may be partially recoverable, and confirmation from on-ground sources is pending. U.S. Bans Mexican Beef Imports as Screwworm Threat Nears Border Trump shuts down Mexican cattle imports due to the spread of flesh-eating screwworms, which now sit just 370 miles from the U.S. border. The parasite has spread northward through illegal migration and cartel-driven cattle movements. Argentina's “Milei Miracle” Gains U.S. Tariff Support Capitalist President Javier Milei revives Argentina's economy with deregulation and deep spending cuts. A preliminary trade deal with the U.S. may eliminate tariffs on 80% of Argentine exports, helping fight socialism in South America. Netherlands and U.S. States Prove School Phone Bans Work A Dutch study finds major academic and social gains from banning student cellphones. Similar results are being reported in Republican-led U.S. states, with some Democrat governors now joining the effort. Colorado Cannabis Products Mislabel THC Content Nearly half of marijuana flower products tested in Colorado were mislabeled for THC potency, with average strength now three times higher than in the 1980s. The unregulated market raises mental health and addiction concerns. MIT Creates Brain-Controlled Prosthetics for Amputees MIT unveils a bionic leg integrated into human tissue that responds to brain signals. Veterans and civilians report dramatic improvements in movement, stability, and emotional well-being. "And you shall know the truth, and the truth shall make you free." – John 8:32

EU: THE RARE EARTHS ARE EVERYWHERE IN EUROPE. JUDY DEMPSEY, SENIOR SCHOLAR, CARNEGIE ENDOWMENT FOR INTERNATIONAL PEACE IN BERLIN. 1905 BUTTE MONTANA

PREVIEW: Colleague Judy Dempsey in Berlin recalls the EU aware rare earths were everywhere and doing nothing about it. More. 1898 BRUSSELS

In the trade war between the United States and China, the biggest sticking point is a handful of metals that are essential to the U.S. and almost entirely under the control of China.The problem is, China has now cut off America's access to those metals, threatening American industry and the U.S. military. Keith Bradsher explains how the United States became so dependent on China for these metals in the first place, and just how hard it will be to live without them.Guest: Keith Bradsher, the Beijing bureau chief for The New York Times.Background reading: China produces the entire world's supply of samarium, a rare earth metal that the United States and its allies need to rebuild inventories of fighter jets, missiles and other hardware.What to know about China's halt of rare earth exports.For more information on today's episode, visit nytimes.com/thedaily. Transcripts of each episode will be made available by the next workday. Photo: Bert van Dijk/Getty Images Unlock full access to New York Times podcasts and explore everything from politics to pop culture. Subscribe today at nytimes.com/podcasts or on Apple Podcasts and Spotify.