Rare Earth Exchanges

This conversation explores the emerging rare earth elements industry in Pennsylvania, focusing on innovative extraction techniques, government support, and collaborative efforts among academia, industry, and economic development organizations. The discussion highlights the importance of establishing a domestic supply chain for critical minerals, the role of pilot projects in advancing technology, and the need for workforce developm...

In this episode of the Rare Earth Exchanges podcast, hosts Dustin Olsen and Daniel discuss recent developments in the rare earth market, including insights from a conversation with expert Ian on China's influence in the supply chain. They analyze the implications of the recent trade agreements and the 'Big Beautiful Bill' aimed at boosting US critical mineral production. The conversation also covers global mining develo...

In this episode of the Rare Earth Exchanges podcast, host Dustin Olsen and co-hosts Daniel O'Connor and John Parkinson engage with Ian Murphy, a China subject matter expert, to discuss the critical issues surrounding rare earth supply chains, China's strategic dominance, and the implications for U.S. national security. The conversation delves into China's demographic challenges, the importance of innovation, and the need for strong...

In this episode, Dustin and Daniel discuss the latest developments in the rare earth industry, including insights from a recent interview with Buz Barstow, the impact of trade wars on the automotive sector, and the challenges posed by China's dominance in rare earth production. They also explore innovations in recycling rare earth materials and the importance of international relations in securing supply chains. The conversatio...

In this episode of the Rare Earth Exchanges podcast, host Dustin Olsen and co-host Daniel O'Connor engage with Buzz Barstow from Cornell University, who discusses his extensive background in biology and physics, and his innovative work in extracting rare earth elements using microbial methods. The conversation covers the challenges of rare earth extraction, the role of synthetic biology, and the support from ARPA-E in advancing...

In this episode of the Rare Earth Exchanges podcast, Dustin Olsen and Daniel O'Connor discuss the current state of rare earth elements, their impact on the automotive industry, and the challenges associated with processing these critical materials. They emphasize the need for a robust industrial policy to address supply chain vulnerabilities and the importance of investing in trade professionals. The conversation also explores ...

In this conversation, Daniel O'Connor and Dustin Olsen discuss the current state of the rare earth market, focusing on Australia's strategic initiatives, the challenges posed by China's dominance, and the global implications of these developments. They explore the need for a sustainable approach to rare earth production and the importance of industrial policy in reducing reliance on foreign sources.

Visit Rare Earth ...

In this episode of the Rare Earth Exchanges podcast, host Dustin Olsen and co-host Daniel O'Connor interview Bernardo Da Veiga, CEO of Brazilian Rare Earths. Bernardo shares his journey from banking to mining, detailing the unique characteristics and potential of the BRE deposit, which boasts unparalleled grades of rare earth elements. The conversation explores BRE's role in diversifying the global supply chain away from Chinese de...

In this episode of the Rare Earth Exchanges podcast, the hosts discuss the development of a project directory aimed at investors in the rare earth sector. They delve into the complexities of ranking various mining projects based on factors such as location, project stage, mineralogy, and ESG considerations. The conversation highlights the importance of understanding geopolitical risks and the need for a diversified supply chain in ...

In this episode of the Rare Earth Exchanges podcast, host Dustin Olsen interviews Pini Althaus, CEO of Cove Capital, discussing the critical minerals sector, the challenges of establishing a domestic supply chain in the U.S., and the global implications of tariffs and China's dominance in the market. Althaus shares insights from his extensive experience in mining, the importance of ESG practices, and the need for a coordinated glob...

In this episode of the Rare Earth Exchanges podcast, hosts Dustin Olsen and Daniel O'Connor discuss the increasing interest in rare earth elements amid geopolitical tensions, particularly the trade war with China. They explore the implications of recent executive orders aimed at addressing national security risks related to the US's dependence on foreign minerals. The conversation also touches on domestic supply chain challenges, t...

In this episode of the Rare Earth Exchanges podcast, hosts Dustin Olsen and Daniel O'Connor discuss the current state of trade relations, particularly focusing on tariffs imposed by the U.S. on China and their implications for the rare earth sector. They explore the impact of these tariffs on supply chains, the strategic vulnerabilities faced by the U.S., and the need for a robust industrial policy to compete with China's dominance...

In this episode of the Rare Earth Exchanges podcast, hosts Dustin Olsen and Daniel O'Connor discuss the recent announcement of sweeping tariffs by President Trump, termed 'Liberation Day for American industry.' They explore the implications of these tariffs on global trade, particularly focusing on critical minerals and rare earth elements. The conversation delves into the geopolitical risks associated with these policies, the pote...

In this episode of the Rare Earth Exchanges podcast, hosts Dustin Olsen and Daniel O'Connor discuss the latest developments in the rare earths and critical minerals industry. They explore U.S. political strategies, China's dominance in the market, and the challenges faced by the U.S. in catching up. The conversation also highlights the rise of BYD in the automotive sector and the geopolitical implications of rare earth supply chain...

In this episode of the Rare Earth Exchanges podcast, hosts Dustin Olsen and Daniel O'Connor discuss the latest developments in the rare earth elements industry, focusing on President Trump's recent executive order aimed at boosting domestic mineral production. They explore the challenges faced by the U.S. in competing with China's dominance in the rare earth market, the emergence of ex-China supply chains, and international collabo...

Dive into the high-stakes global competition for rare earth elements and critical minerals. This week's analysis reveals China's strategic dominance, with Baogang Group expanding rare earth innovations and the Communist Party tightening corporate control. The U.S. attempts to counter China's monopoly through controversial deals with Ukraine, while struggling with infrastructure and processing challenges. Key developments include Ch...