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 the rare earth market. The conversation also touches on recent discoveries of critical minerals in Kazakhstan and lithium in California, highlighting the importance of global collaboration in securing these resources.
Chapters
00:00 Introduction and Seasonal Changes
00:56 Impact of Tariffs on Trade Relations
05:06 Supply Chain Disruptions and Rare Earth Elements
08:09 Economic Strategies and Industrial Policy
12:28 Geopolitical Tensions and Resource Control
17:33 New Discoveries in Rare Earth Deposits
21:39 Future Prospects and Closing Thoughts
