We have been struggling to make sense of the headlines in the rare earths market lately. What's relevent? What's real? Why do the equities make no sense?
To piece it together, we've pulled together a conversation with 3 very insightful people that cover the sector: Thomas Kruemmer (of The Rare Earth Observer), Sustainable Dude, and Dylan Kelly (DK) of Terra Capital.
The discussion covers the geopolitical tensions impacting the market, China's dominant role and export restrictions, environmental and regulatory challenges, and the intricacies of the rare earth supply chain from mining to end-use products.
Plus, will clays ever work in the west? Why does Lynas and MP Materials trade at many multiples of their NPV?
Find the guests of today's episode here:
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TIMESTAMPS
(00:00) Introduction
02:09 Rare Earth Experts
03:19 Geopoliticals - what's going on?
07:43 Challenges in the supply chain?
21:48 Can clays work ex-China?
38:15 Understanding Rare Earth Imbalance
39:12 Engineering Solutions for Demand
39:44 Challenges in Rare Earth Production
40:49 Magnet Technology
43:51 Investing in the Equities
52:52 The Role of China Revisitted
01:02:58 Geopolitical Dynamics and Future Outlook
01:05:00 Deals that make sense……………
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