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 chains, emphasizing the need for a coordinated approach to secure resources and maintain competitiveness.
Chapters
00:00 Introduction to Rare Earths and Critical Minerals
02:24 U.S. Engagement in Global Rare Earths
09:20 Challenges in U.S. Strategy
11:39 BYD's Rise in the Automotive Industry
15:22 China's Geopolitical Strategy in EV Markets
20:09 Emerging Players in the Rare Earth Supply Chain
