From mine to magnet: rewiring the rare earth ecosystem

In this episode of Fast Forward, host Andrea delves into the world of rare earths with industry experts Ahmad Ghahreman, Co-Founder and CEO of Cyclic Materials, and Rowena Smith, Managing Director and CEO of Australian Strategic Materials (ASM).

Together, they explore the critical role rare earths play in manufacturing electric vehicles, wind turbines, and defense systems. They break down why these 17 elements located at the bottom of the periodic table are indispensable, yet surprisingly difficult to secure. From China’s dominance in mining and processing to the years-long timelines to develop new projects, Ahmad and Rowena unravel the complexities of supply chains and discuss why sustainability measures, such as recycling and substitution, are gaining urgency.

With trade tensions and geopolitical factors influencing the rare earth market, this timely discussion reveals the collaborative efforts required to develop alternative supply chains and secure future technological advancements. Packed with insights, expert analysis, and actionable ideas, this episode sheds light on a world few of us think about but depend upon every day.

Fastmarkets is your source of critical minerals and battery raw materials market analysis, forecasting and price data, keeping you ahead of the competition. To discover more about our products visit https://www.fastmarkets.com/podcast/