Shows
Rare Earth ExchangesS2 BONUS: Malaysia’s Rare Earth Carbonate Only Went to China. Until Now. | Milan Perlly, DTECUntil now, every ton of Malaysian rare earth carbonate legally exported went to China. DTEC Mineral & Metal Technology says it now holds the first permit to send it to the United States: a 700-metric-ton allocation for R&D, with the first 30 tons scheduled to leave Penang on October 31, 2026.Milan Perlly, CEO of DTEC Mineral & Metal Technology, joins Dustin Olsen and Daniel O'Connor to explain how a year-old, majority U.S.-owned Malaysian startup got the permit, why Malaysia's ionic clays matter for heavy rare earths, and what Malaysia expects in return.
2026-10-2444 minRare Earth ExchangesS2 E91: If China Switched Off Rare Earths, the World Would Stop | REEx RankingsIf China cut off rare earths tomorrow, would the West cope? John Parkinson, who builds the REEx Rankings, says no: "if China was to switch off now, the world would stop."In this Q4 update, Dustin Olsen and Daniel O'Connor sit down with John Parkinson, Chief Business Officer at Rare Earth Exchanges, to walk through the October REEx Rankings. Miners are advancing into construction while processing has barely moved, and John says Neo's magnet plant in Estonia is now producing, which lifted Neo in the rankings. The update also adds a brand-new ranking of...
2026-10-2339 minRare Earth ExchangesS2 E88: America's Entire Critical Minerals Stockpile Is Worth $600 Million | Ashley Zumwalt-ForbesAmerica's entire strategic minerals stockpile is worth about $600 million. Ashley Zumwalt-Forbes ran the Department of Energy's multi-billion-dollar battery and critical-minerals grant program — and she says the real bottleneck isn't geology, it's price.Ashley Zumwalt-Forbes spent years as the DOE's Deputy Director for Batteries and Critical Materials, deciding which companies got a share of roughly $6 billion in grants and $10 billion in tax credits. She's since founded the family office Smoketree Resources and become COO of M Evo Global Acquisition Corp II (NASDAQ: MEVO), a critical-minerals SPAC, while publishing policy research as a Nonresident Fellow at Ri...
2026-10-0250 minRare Earth ExchangesS2 E87 - Rhodium Sells for Up to $12,000 an Ounce. He Says He Has It. | Taylor FordRhodium fetches $9,500 to $12,000 an ounce, the highest price of any element on the periodic table. Taylor Ford says his Colorado claim assays at six to seven ounces of it per ton.Taylor Ford has spent nearly fifty years in exploration. He worked in Exxon's refineries, built and ran his own refinery in South Texas, and built one of the first horizontal drills. Thirty years ago a book about a platinum producer pulled him toward the mining side, and he has been testing rock ever since. He joins Dustin Olsen and Daniel O'Connor to talk...
2026-09-2535 minRare Earth ExchangesS2 E86: A New US Rare Earth Discovery? First in 40 Years | Don Swartz, Rare Earths AmericasRare Earths Americas CEO Don Swartz says there hasn't been a novel rare earth discovery in the US in about 40 years — and his company thinks it just found one, in the coastal sands of Georgia.Four months after taking Rare Earths Americas (NYSE American: REA) public in the first traditional-listing US rare earths IPO since 2010, Don Swartz joins Dustin and Daniel to walk through the Shiloh and Liberty Peak discoveries in Georgia, the Alpha ionic clay project in Brazil, and how the company is running eight drill rigs across two continents at once....
2026-09-1835 minRare Earth ExchangesS2 E85: We Import $100M in Gemstones America Could Mine Itself | Brian BusseBrian Busse has hand-dug what may be the largest single mine in 80 years of American history — and the biggest lesson from three decades underground has nothing to do with luck.Brian Busse is a 30-year veteran miner, jewelry designer, and star of the Weather Channel's reality series Prospectors. He owns the Thank You Lord Mine on Colorado's Mount Antero — one of the largest aquamarine deposits ever discovered — and runs American Gem Trackers. He joins hosts Dustin Olsen and Daniel O'Connor to talk about what three decades of hand-digging taught him about rare earth elements, gold...
2026-09-1144 minRare Earth ExchangesS2 E84: Europe Throws Away Half the Nickel It Imports | Marco Bersani, Circular MaterialsEurope imports nickel from Indonesia, refines it, uses it - and then throws half of it into a landfill without it ever doing a single day of work. Marco Bersani's company gets paid to take that metal back out of the water.Marco Bersani is CEO and Co-Founder of Circular Materials, an Italian company recovering critical metals from industrial wastewater using SWaP (Supercritical Water Precipitation), a metal-agnostic process that precipitates better than 99.9% of dissolved metals into a fine powder. The European Commission named it a Strategic Project under the Critical Raw Materials Act. Hosts...
2026-09-0439 minRare Earth ExchangesS2 E83: The Oil Embargo Was a Car Crash. The Mineral War Is Cancer. | Tomasz Nadrowski, Amvest TerradenIn 1973, the oil embargo hit the West like a car crash — sudden, loud, impossible to miss. China's control of critical minerals is the opposite: it's cancer. It grew for thirty years, and most of the West only noticed once it started to hurt.Tomasz Nadrowski is a portfolio manager at Amvest Terraden, where he runs an equity strategy that starts with geopolitics, and the author of "Mineral War: China's Quest for Weapons of Mineral Destruction." He argues this is not a trade dispute and not a competition. It is a war in the strict Cl...
2026-08-2844 minRare Earth ExchangesS2 E82: They Cracked the Rock No One Could Crack | Melissa Sanderson, American Rare EarthsFor years the rule in rare earths was simple: nobody cracks allanite. American Rare Earths says it just did — at Halleck Creek, Wyoming, the largest known rare earth deposit in North America.Melissa Sanderson, director at American Rare Earths and co-chair of the Critical Minerals Institute, returns to Rare Earth Exchanges to catch Dustin Olsen and Daniel O'Connor up on a fast six months: a pilot plant with the Saskatchewan Research Council, a planned NASDAQ listing by year-end, a $456M EXIM Bank letter of interest, a $7.1M Wyoming state grant, and new heavy-rare-earth finds. Then the harder tr...
2026-08-2141 minRare Earth ExchangesS2 E81: Malaysia Has 16 Million Tons of Rare Earths — 70% Is Off-Limits | Tricia YeohMalaysia is sitting on an estimated 16.1 million tons of rare earths, but roughly 70% of it lies inside permanent forest reserves — and the country's own fragmented governance may keep it from capitalizing on the rest.Dr. Tricia Yeoh, Director of the Asian Institute for Policy and Engagement at the University of Nottingham Malaysia, joins Dustin Olsen and Daniel O'Connor to unpack her ISEAS paper, Ambition Without Alignment. She explains how land, licenses, and royalties sit with Malaysia's states while exports and security sit with the federal government — and why those two levels are increasingly pulling in different directions as f...
2026-08-1435 minRare Earth ExchangesS2 E80: Why America Only Graduates 200 Mining Engineers a YearThe conversation about America's rare earth ambitions usually centers on ore, mines, and processing capacity. Professor Aaron Noble — department head of Mining & Minerals Engineering at Virginia Tech — argues the real ceiling is people.Aaron joins Dustin and Daniel to explain why talent is the most overlooked link in the critical minerals supply chain, why tiny markets stall investment, and how a $10M Department of Energy project is mapping Appalachia's critical mineral endowment.In this episode:The "cake" analogy — why rare earths are the cinnamon and nutmeg of the materials economy, and the second layer nobody...
2026-08-0739 minRare Earth ExchangesS2 E79: The Bacteria Pulling Rare Earths From Catalytic ConvertersLess than 1% of the world's rare earths are recycled — and a Cornell spinout thinks engineered bacteria can change that. In this episode, Dustin Olsen talks with Alexa Schmitz, CEO and co-founder of REEgen, about using bioleaching to recover rare earth elements from catalytic-converter slag, the waste left behind after recyclers harvest platinum and palladium.Alexa explains how REEgen's biological leaching solution pulls up to 98% of the rare earths out of slag that's 3–3.5% rare earth by weight, why biomining already produces about 20% of the world's copper, and the tradeoff between maximum recovery and real-world economics. She...
2026-07-3139 minRare Earth ExchangesS2 E76: Rethinking Rare Earth Separation — Chloe Tolbert, Idaho National LaboratoryChina's conventional rare earth separation process relies on solvent extraction — a technique requiring hundreds of passes, toxic organic solvents, and decades of know-how that China has spent generations perfecting. A team at Idaho National Laboratory has a different approach.Chloe Tolbert, a researcher at INL specializing in electrophoretic separations, joins hosts Dustin Olsen and Daniel O'Connor to explain how ligand-assisted electrophoresis separates all 14 lanthanides in a single 10-minute pass using nothing more exotic than citric acid and an electric field. No organic solvents required.They cover the scale-up pathway from nanogram to kilogram-per-day, INL's new 55,000 sq...
2026-07-1035 min
Kentucky’s Wandering RealtorPit Daddy, Plug-In Chef, MeeshMeesh & Mill Iron 4 with Noam Bilitzer & Dustin OlsenLouisville restaurants, barbecue, and Mediterranean food collide in this episode of Kentucky's Wandering Realtor, where I sit down with two of the city's most talked-about restaurant owners: Dustin Olsen, butcher, pit master, and owner of Mill Iron 4, and Chef Noam Bilitzer, chef/owner of MeeshMeesh Mediterranean and executive chef/owner of Mill Iron 4.This conversation brings together food, friendship, legacy, culture, humor, and the deeper stories behind two of Louisville's most talked-about restaurants.Dustin shares the story behind Mill Iron 4, a name rooted in his family's Western ranching history. His grandfather Marty registered the Mill...
2026-07-061h 35Rare Earth ExchangesS2 E73: How to Revolutionize Rare Earth Element Recycling: Insights from Clem ChambersWe’re diving deep into the world of rare earth elements, and it’s more than just a buzzword. These minerals are essential for our tech, from smartphones to electric vehicles. Clem Chambers, co-founder of Silex World, shares insights on the shift from acid-based to alkali processes in micro-refining. This change isn’t just about efficiency; it’s a strategic move to reclaim our independence from over-reliance on China. The stakes are high, and understanding this battle for resources is crucial for anyone interested in the future of technology and sust...
2026-06-1947 minRare Earth ExchangesS2 E72: How to Extract Lithium from Water: 5 Insights from Gradient's CEOEver wondered how we can extract lithium from wastewater? 🌊💡 Gradient, co-founded by Anurag Bajpayee, is leading the charge in sustainable lithium extraction. By transforming produced water from oil fields into battery-grade lithium, they’re not just innovating; they’re solving a critical resource challenge.Why does this matter? Because lithium is a key component of batteries, this approach not only minimizes waste but also reduces environmental impact. 🌍✨ Imagine a world where we can recycle resources and create a cleaner future. That’s the vision Gradient is bring...
2026-06-1236 minRare Earth ExchangesS2 E71: The Future of Battery Recycling: Insights from Leon FarrantEver wondered why battery recycling is more than just a trend? Let's dive into the reality behind the numbers! The battery industry is booming, but did you know that 90% of battery recycling material ends up in China? This means that while we're collecting and recycling batteries, the raw materials are still being shipped overseas. It's time to rethink how we handle our resources and invest in refining capabilities here in the West. As we look towards a future powered...
2026-06-0540 minRare Earth ExchangesS2 E70: Transforming Metal Oxides into Metals: Insights from Nitesh Shah of MetalysisEver thought about how metals for your tech are made? Let’s dive into the midstream process and why it matters! Did you know that the midstream process of metalization is where the real magic happens? It's not just about mining; it’s about transforming raw materials into essential components for everyday tech—like your phone and car! Our guest, Nitesh Shah from Metalisys, explains how they’re revolutionizing metal production with their patented FFC technology. This process is not just energy-efficient; it’s a cleaner alternative that breaks away from reliance on traditional sources, primarily dominated by China. So, as the...
2026-05-2936 minRare Earth ExchangesS2 E69: Understanding the Evolution and Future of Magnets in IndustryEver wondered how a family business can thrive for over 60 years? Here’s Robert Bunting’s journey! Robert Bunting shares his incredible story of growing up in the magnetic industry and the evolution of magnets from the 1950s to today.From a small shop in Detroit to a multi-location operation, his family has seen it all. The shift from ferrite to neodymium magnets has transformed the industry, and Robert's insights on today’s market challenges are invaluable.What’s the biggest lesson? Adaptability and dual sourcing are key in navigating supply chain issues. Sti...
2026-05-2236 minRare Earth ExchangesS2 E68: The Future of Rare Earth Elements: Insights from Jack LiftonCan money really solve the rare earth crisis? Let’s unpack this with industry expert Jack Lifton!Jack Lifton has over 60 years in the rare earth industry, and he’s seen it all. From the Sputnik shock to the current resurgence of industrial policy, he shares insights into the challenges we face today.The truth? Money alone won’t fix our problems. Without technologically educated leaders in government, we’re left navigating a complex landscape with outdated advice.Jack emphasizes that the U.S. excels in mining but struggles with downstream processes. We’re missing critical talent in refining and manufa...
2026-05-1542 minRare Earth ExchangesS2 E67: Understanding China's Rare Earth Strategy: The Power of InformationChina's biggest strategy isn't cutting supply—it's controlling the narrative. Here's how they use silence as power: In a world where information is currency, China has learned that withholding data on rare earth quotas can create uncertainty and leverage against other nations. Instead of outright embargoes, they opt for strategic opacity, leaving countries guessing about their next move.This approach allows China to assert its dominance in the rare earth market, showcasing its technological capabilities while keeping competitors on their toes. It's a fascinating shift from traditional sanctions to a more nuanced form of power pl...
2026-05-0841 minRare Earth ExchangesS2 E66: Unlocking E-Waste Potential with DEScycleEver wondered how a happy accident led to a breakthrough in metal recovery? Here's how DEScycle is changing the game!Fred White, co-founder of DEScycle, shares the incredible story of how his team stumbled upon a new class of chemistry at the University of Leicester. This ionic chemistry, known as Deep Eutectic Solvents (DES), was initially developed for fossil imaging but quickly revealed its potential in metallurgy. With only 20% of electronic waste being recycled globally, there’s a massive opportunity for recovery. Fred explains how their unique technology can di...
2026-05-0139 minRare Earth ExchangesS2 E65: Improving Rare Earth Processing with L3Ever wondered why rare earth projects fail? Here’s a behind-the-scenes look at the real challenges! In the mining world, it’s not just about finding the minerals. It’s about understanding the entire project life cycle. From junior mining companies starting with a promising deposit, to technical reports that often lead nowhere, the journey is fraught with challenges. At L3 Process Development, we flipped the script on traditional methods. Instead of just asking what works, we focus on what’s economically viable right from the...
2026-04-2435 minRare Earth ExchangesS2 E64: The Caldera Project: A Deep Dive into Meteoric ResourcesEver wondered how a CFO turned a project in an extinct volcano into a 1.5 billion ton opportunity? Here's the scoop!Andy Thompson, CFO of Meteoric Resources, shared insights into the Caldera project located in Brazil's mining hub of Minas Gerais. This project is unique; situated inside an extinct volcano, it boasts a stable clay environment crucial for extracting rare earth elements efficiently.The project is currently exploring only 20% of the land, yet has already unearthed a staggering 1.5 billion tons of resource at an impressive grade. This means significant potential for sustainable production and long-term partnerships...
2026-04-1745 minRare Earth ExchangesS2 E63: How Metasorbex is Pioneering Sustainable Rare Earth ExtractionEver wondered how a pandemic sparked a breakthrough in rare earth extraction? 🌍💡 When COVID hit, it forced us all to rethink how we do business. That's when I realized: there’s a massive opportunity in the waste we generate. At Metasorbex, we're tackling climate change by transforming coal fly ash into valuable resources. By refining rare earth minerals from waste, we’re not just helping the planet; we’re disrupting the supply chain for good. This isn’t just about extraction; it’s about creating a susta...
2026-04-1035 minRare Earth ExchangesS2 E62: Why Rare Earth Elements Matter: Insights into Their Critical RoleWhy are rare earth elements critical? 🤔 Most people don’t realize their role in our daily tech and future! Rare earth elements are not just buzzwords; they are vital for technology and defense. From smartphones to electric vehicles, these materials are everywhere. But the supply chain is vulnerable. A single dominant supplier can manipulate prices, making it hard for industries to function. If we don’t recognize and address this vulnerability, our future advancements may be at risk. What does this mean for our technol...
2026-04-0347 min
7-Figure Leap with Dustin RiechmannThe Fastest Way to Feel Grounded When You’re Overworked with Scott OlsenYou can’t “mindset” your way past a body that’s running on fumes. In this coaching-style episode, Dustin sits down with Scott Olsen (26+ years in sports rehab and chronic pain work) to unpack why so many high-performing founders and operators hit a ceiling—not because they’re lazy or unmotivated, but because their system is overloaded. Scott shares a practical framework for rebuilding a body you can trust: reduce compression, stabilize the body, and reconnect to center so your nervous system has something solid to stand on. The payoff isn’t just less pain—it’s more capacity: cleaner focus, ste...
2026-03-3155 minRare Earth ExchangesS2 Bonus: Industry: Insights from David Wilcox of EM&TEver wonder how the rare earth supply chain really works? Here’s the insider scoop from David Wilcox of EM&T!David Wilcox shares his journey from banking to revolutionizing the rare earth materials industry. He spotted a unique opportunity a decade ago as China ramped up its control over key resources. His company, EM&T, focuses on midstream processing and recycling, which is crucial for sustainability.Why does this matter? With 98% of the world’s copper still in circulation, why can’t we do the same with rare earths...
2026-03-3044 minRare Earth ExchangesS2 E61: How Supra's Cartridges Are Changing the Recycling GameHighlightsSupra's proprietary cartridge technology for mineral absorptionChallenges in recycling rare earth elements and critical mineralsThe scientific foundation of Supra's technology based on supermolecular chemistryThe company's current research and development phase at UT AustinBusiness models and scaling strategies for critical mineral recoveryMarket opportunities and target feedstocks for Supra's technologySummaryIn this episode, Katie Durham, CEO of Supra, shares insights into innovative critical mineral recovery technology, the challenges of recycling rare earth elements, and the company's vision for scaling sustainable solutions.Chapters00:00 Introduction to Supra and...
2026-03-2727 minRare Earth ExchangesS2 E60: Revolutionizing Rare Earth Separation: A Chemical Engineer's PerspectiveHighlightsRare earth separation challengesInnovative separation technologiesEnvironmental impact and solutionsSummaryIn this insightful interview, chemical engineer Lynn Ding shares her journey into rare earth separation, the challenges of the process, and innovative environmentally friendly solutions. Discover the technical hurdles, recent breakthroughs, and the future outlook for sustainable rare earth processing.Chapters00:00 Introduction to Lynn Ding and her background in chemical engineering01:11 Why rare earth elements are critical and challenging to separate02:08 The technical hurdles in separating rare earth elements03:21 Extraction process overview and scientific insights04:53...
2026-03-2031 min
Bleeding DaylightDustin Kleinschmidt - Where Else Would I Go?After 25 years in pastoral ministry, spanning student ministry, worship, lead pastor, and church planting , Dustin Kleinschmidt found himself stepping into what he thought would be a redemptive season, only to discover it would become the hardest of his life. In this deeply honest conversation, Dustin walks us through the perfect storm of circumstances that led to his burnout: the relentless pressures of rebuilding a fractured church in the wake of pastoral moral failure, a global pandemic, and years of accumulated exhaustion. He shares how a chance encounter at a new church brought hidden wounds to the surface, leading him to...
2026-03-1531 minRare Earth ExchangesS2 E59: Why Rare Earths Are Not So Rare w/ Travis McLingHighlightsGeological formation of rare earth elementsDifferences between heavy and light rare earthsEconomic viability of rare earth depositsGeopolitical implications of supply chain controlInnovations in extraction and processingSummaryIn this in-depth interview, geologist Travis McLing from Idaho National Laboratory shares expert insights into the geology, formation, and economic considerations of rare earth elements. Discover why rare earths are not actually rare, the differences between heavy and light rare earths, and the geopolitical implications of global supply chains.Chapters00:00 Introduction to Rare Earth Elements02:59 Geological Processes Behind...
2026-03-1345 minRare Earth ExchangesS2 E58: Melissa Sanderson: A Journey Through Critical MineralsHIGHLIGHTSMelissa Sanderson has a rich background in diplomacy and critical minerals.The U.S. has historically neglected its mining industry, leading to dependence on China.COVID-19 exposed vulnerabilities in global supply chains for critical minerals.The mining industry faces significant regulatory and financial hurdles.Public-private partnerships are essential for developing a robust supply chain.Education and awareness about critical minerals are lacking in the general public.The Critical Minerals Institute aims to bridge gaps between governments and investors.American Rare Earths is developing a significant project in Wyoming.The Cowboy State Mine has a promising deposit of...
2026-03-0540 minRare Earth ExchangesS2 E57: Inside Earth AI: Cutting the Cost of Critical Mineral DiscoveryHIGHLIGHTSAI can reduce mineral discovery costs from hundreds of millions to under $1 million per discovery.The global decline in new mineral discoveries is due to exhausted “low-hanging fruit,” not a lack of minerals.Earth AI achieves higher success rates by adding geological context to anomaly detection.Vertical integration dramatically lowers drilling costs and logistical delays.Australia’s mining-friendly policies make it ideal for rapid exploration and development.Critical minerals supply is a geopolitical challenge tied to China and Russia’s dominance.Mining exploration should be treated as a scalable pipeline, not a lottery.AI can reveal entirely new “sho...
2026-02-2632 minRare Earth ExchangesS2 E55: Aclara Resources: Pioneering Ionic Clay ExtractionHighlightsHugh Broadhurst has a strong background in chemical engineering and lithium extraction.Aclara Resources focuses on heavy rare earths from ionic clay deposits.The company has a patented process called circular mineral harvesting.Aclara is in the final stages of obtaining permits for their project in Brazil.The timeline for production is set for mid-2028.Aclara aims to vertically integrate their operations, including a refinery in Louisiana.Partnerships with institutions like Virginia Tech and Argonne National Lab are crucial for Aclara's success.Market dynamics for heavy rare earths are evolving, with a need for pricing stability.Government...
2026-02-1330 minRare Earth ExchangesS2 E54: Dr. Peter Tom Jones on Mining and Sustainability: A Complex RelationshipHighlightsTom Jones combines metallurgy and environmentalism in his work.The public in Europe often opposes mining despite its necessity.The Critical Raw Materials Act aims to reduce dependency on third countries.Implementation of mining permits is a significant challenge in Europe.There is a lack of talent in the mining sector due to historical disinterest.Recycling of critical metals is currently not economically viable.The processing of rare earths is a complex and underdeveloped area in Europe.Climate change is impacting mining access in previously unviable regions.A consistent narrative is needed to promote the importance of...
2026-02-0643 minRare Earth ExchangesS2 E53: The Critical Role of Potash in Agriculture w/ Millennial PotashHighlightsPotash is primarily used as a fertilizer and is crucial for agriculture.Investment in resources requires a top-down approach, analyzing macro trends.The potash market is geographically concentrated, with major production in a few countries.Geopolitical tensions can impact potash supply and pricing dynamics.Solution mining is a more environmentally friendly method of potash extraction.Millennial Potash's project in Gabon shows promising geological results.Potash pricing is relatively stable and not heavily influenced by grade.Food security is increasingly recognized as a matter of national security.The U.S. government is becoming more involved in the mining...
2026-01-3034 minRare Earth ExchangesS2 E52: Impossible Metals - Innovative Robotics in Deep Sea MiningHighlightsImpossible Metals aims to deliver essential metals using innovative technology.Deep sea mining has a long history but is evolving with new tech.The company uses autonomous robots to minimize environmental impact.Polymetallic nodules are abundant on the seabed and easy to collect.Seabed mining is heavily regulated, similar to land mining.The economic model suggests deep sea mining could be significantly cheaper than land mining.Investor interest is growing as regulatory hurdles are addressed.The target market includes industries reliant on metals for technology and EVs.Environmental impacts of deep sea mining can be managed effectively...
2026-01-2335 minRare Earth ExchangesS2 E51: The Myths and Realities of Rare Earths According to INLHighlightsThe supply chain for rare earths is critical to modern technology.Rare earths are not actually rare; they are recoverable from known ores.The economic viability of rare earth mining is a significant challenge.Light and heavy rare earth elements serve different purposes in technology.Innovations in precision mining can reduce environmental impact.National labs play a crucial role in developing new technologies for rare earth processing.Collaboration between industry and national labs is essential for progress.The U.S. must reduce reliance on foreign sources of rare earths.Scaling production is necessary to achieve self-sustainability in...
2026-01-1638 minRare Earth ExchangesS2 E50: Reflecting on 2025: A Year of ChangeHighlights2025 was a year of unprecedented activity in the rare earth sector.The U.S. is recognizing the need for industrial policy in supply chains.Recycling and innovative technologies are crucial for future supply chains.The Pentagon's ban on Chinese magnets is a significant policy shift.Public sentiment is optimistic about Western supply chains rising.The bottleneck in rare earth supply is more about refining than mining.Engagement on social media has increased significantly in the industry.The future of critical minerals is tied to technological advancements.There is a strong need for feedstock in recycling processes.2026 is...
2026-01-0928 minRare Earth ExchangesS2 E49: Revolutionizing EV Motors: The Chara Technologies ApproachHIGHLIGHTSChara Technologies aims to create rare earth free motors for EVs.The reliance on rare earth elements poses significant supply chain risks.The global market for traction motors is approximately $35 billion.Reluctance motors offer a different method of torque generation compared to traditional motors.Chara's motors are heavier but offer competitive efficiency.Intellectual property in software algorithms is a key competitive advantage.The cost of rare earth magnets constitutes about 40% of motor costs.Chara's motors are projected to be 15-20% cheaper in the long run.The Indian government is increasingly interested in supporting sustainable technologies.Chara aims...
2026-01-0228 minRare Earth ExchangesS1 E48: Unlocking Malaysia's Rare Earth Potential w/ Dr. Syed MuhammadHIGHLIGHTSMalaysia has significant reserves of rare earth elements.The country is focusing on sustainable and environmentally friendly extraction methods.Environmental concerns are now prioritized in Malaysia's mining sector.Technological advancements are crucial for the development of the RE sector.Collaboration with international firms is essential for progress.Malaysia's geological diversity offers various types of RE deposits.Awareness of RE potential has increased among local stakeholders.The government is planning to establish a local RE supply chain by 2030.Challenges remain in separating impurities from RE for commercial viability.Future research will focus on innovative and environmentally friendly extraction...
2025-12-2632 minRare Earth ExchangesS1 E47: Tactical Resources - The US needs new rare earth supplyHIGHLIGHTSTactical Resources focuses on American assets for domestic production.The Peak Project is strategically located in Texas, enhancing supply chain security.Clean processing is a key pillar of Tactical's operational strategy.The demand for rare earths is driven by various tech-enabled industries.Tactical is one of the few near-term solutions for US rare earth supply.The geological advantages of the Peak Project allow for unique processing methods.Tactical's processing is modular and scalable, allowing for flexibility in operations.The SPAC route provides Tactical with a platform to access public markets.Investor confidence will be built through execution...
2025-12-1934 minRare Earth ExchangesS1 E46: Phoenix Tailings - Revolutionizing Rare Earth Extraction w/ Nick MyersHIGHLIGHTSPhoenix Tailings focuses on extracting rare earths from mining waste.The company has raised $90 million to date.Nick Myers emphasizes the importance of midstream processing.The oxide to metal conversion is a key area of focus.Collaboration within the industry is crucial for success.Industrial policy is needed to support the rare earth sector.Recent changes in the market have galvanized interest in rare earths.Scaling operations is a priority for Phoenix Tailings.The company aims to process tailings for various metals.A startup mentality drives the culture at Phoenix Tailings.SUMMARY
2025-12-1231 minRare Earth ExchangesS1 E45: ACE Revolutionizing Battery Recycling w/ Nishchay ChadhaHIGHLIGHTSACE Clean is focused on creating a cleaner, safer way to recycle batteries.Nishchay Chadha has nearly two decades of experience in the mining and commodities sector.Lead batteries are highly recyclable, with 60-70% coming from recycled sources.The non-smelting process uses organic chemicals and operates at room temperature.ACE Clean's technology is modular, allowing for gradual implementation in existing facilities.The company aims to partner with other recyclers to transition the industry.There is a significant gap in the US market for battery recycling capacity.Policy frameworks in the US and India are evolving to support...
2025-12-0537 minRare Earth ExchangesS1 E44: Revolutionizing Electric Motors: Enedym's Vision w/ Ali EmadiHIGHLIGHTSEnedym aims to reduce dependence on rare earth metals.The electric motor industry is massive, with millions produced daily.Switch reluctance motors can eliminate the need for rare earth metals.Enedym has developed a comprehensive software platform for motor design.The company has benchmarked its motors against existing technologies.Two-wheelers and industrial vehicles are key target markets.Building trust with OEMs is crucial for adoption.Enedym's motors are inherently fault tolerant and reliable.The technology is expected to dominate the two-wheeler market by 2030.Investors are encouraged to explore alternatives to rare earth magnets.SUMMARY...
2025-11-2836 minRare Earth ExchangesS1 E43: The National Security Crisis in Rare Earths With James KennedyHIGHLIGHTSJames discovered rare earths while reviving a bankrupt mine.The U.S. lacks the capabilities to mine and refine rare earths.National security is at risk due to reliance on foreign sources.Caldera has a permitted mine with proven resources in Missouri.The company can produce significant amounts of heavy rare earths.Economic viability is supported by reprocessing existing tailings.Partnerships with government and defense contractors are crucial.The Pentagon's past decisions have affected the rare-earth market.Caldera aims to meet a substantial portion of U.S. demand by 2028.Political obstacles hinder progress in the rare earth...
2025-11-2136 minRare Earth ExchangesS1 E42: Rainbow Rare Earth: Innovative Mining Approach With George BennettHIGHLIGHTSGeorge Bennett has a rich background in investment banking and mining.Rainbow Rare Earths focuses on extracting rare earths from phosphogypsum waste.High-grade projects are crucial for economic viability in rare earth mining.95% of exploration companies never reach production.Rainbow's project has a projected EBITDA margin of 75%.The company is on track to start construction in 2027.Floor pricing is essential for the rare earth market's stability.The demand for rare earths is expected to grow significantly.Rainbow is the only group currently extracting rare earths at scale from phosphogypsum.The company aims to produce 4,000 tons of separated...
2025-11-1436 minRare Earth ExchangesS1 E41: Defense Metals: Mark Tory on the Future of Rare Earth MiningHighlightsDefense Metals has a world-class light rare earth project in British Columbia.The project can concentrate from 2.4% in the ground to 50% concentrate grade.Permitting timelines are crucial and can take 2-3 years.Community engagement is essential for project success.The rare earth industry faces significant challenges, including financing and competition from China.Investors are increasingly interested in the Western rare earth market.There is a need for more chemical engineering talent in the rare earth sector.The demand for permanent magnets is driving growth in the industry.Mark Tory emphasizes the importance of perseverance in the rare...
2025-11-0732 minRare Earth ExchangesS1 E40 - Buckstop: We're in the Valuation BusinessHighlightsBuckstop aims to enable a sustainable end of life for electronic devices.The company focuses on asset valuation rather than processing or recycling.AI plays a crucial role in improving the accuracy of asset valuations.The US has a low electronic waste recycling rate compared to other regions.Understanding the residual value of assets can drive better recycling practices.Buckstop's appraisal engine helps companies understand their asset's worth.The company is working towards becoming a standard in electronic asset valuation.Logistical challenges exist in the recycling industry, particularly in the US.Investment in recycling infrastructure is crucial...
2025-10-3126 minRare Earth ExchangesS1 E39 - BatX: Revolutionizing Battery RecyclingHIGHLIGHTSUtkarsh Singh's journey reflects a commitment to social welfare and environmental sustainability.BatX focuses on recycling critical materials from lithium-ion batteries to promote a circular economy.The global lithium supply chain is heavily dominated by China, especially in refining.India is poised to become a significant player in battery recycling and critical mineral extraction.The technology used by BatX is energy-efficient and environmentally friendly, with a closed-loop process.Challenges in battery recycling include identifying the right time for recycling and ensuring batch quality.Partnerships with OEMs are crucial for BatX's growth and sustainability efforts.The future of...
2025-10-2431 minRare Earth ExchangesS1 E38 - AML Magnetics: Innovating Magnet Technology with Wade SentiHighlightsAML Magnetics was founded in 1995, focusing on high-energy physics.Wade Senti joined AML in 2017, following his father's passing.The company aims to reduce labor costs in magnet production.Customization is key in the magnet market, presenting both challenges and opportunities.The defense sector is a primary target market for AML Magnetics.PM wire is a unique process for producing magnets with innovative configurations.Recycling is crucial for sustainability in the magnet industry.Scaling production faces challenges related to the supply chain and capital.Prototyping is underway for defense applications, with plans for market entry.The vision for...
2025-10-1736 minRare Earth ExchangesS1 E37 - Sait Uysal: Exploring Turkey's Rare Earth PotentialHighlightsTurkey is strategically located next to Europe, making it a key player in critical minerals.The country has a diverse mineral portfolio, but much of it remains untapped.Turkey's rare earth deposits are not well understood, with limited downstream processing capabilities.Electric vehicle adoption is growing, but infrastructure challenges remain.The government is focusing on renewable energy and energy independence.International collaboration is essential for developing Turkey's critical minerals sector.Technology transfer is a key factor in negotiations with foreign partners.Turkey's mining permits can be expedited for strategic projects.The geology of Turkey supports a variety...
2025-10-1032 minRare Earth ExchangesS1 E36 - Koch Modular: The Future of Rare Earth Element SeparationHighlightsKoch Modular specializes in modular EPC for chemical process facilities.Liquid-liquid extraction is a key technology for rare earth separation.Rare earth elements are challenging to separate due to their similar properties.The demand for rare earths has increased significantly in recent years.Koch Modular's technology can reduce the footprint and capital expenditure for rare earth processing.The company is actively engaging with potential clients for facility construction.Heavy rare earth elements are crucial for national security applications.Recycling rare earths can simplify the separation process.Pilot testing is essential for designing effective separation systems.Koch Modular...
2025-10-0342 minRare Earth ExchangesS1 E35 - Ionic Rare Earths: Recycling is ratcheting up the pecking order.HighlightsIonic Rare Earths is focused on heavy rare earths and recycling.The Makutu asset in Uganda is development-ready and strategically important.Heavy rare earths are crucial for military and defense applications.The company can sustain a significant portion of US demand for heavy rare earths.Recycling technology is gaining traction and is a priority for governments.Ionic is building partnerships in Brazil to enhance recycling capabilities.The company has a strong financial position and is focused on capitalizing on market opportunities.Talent acquisition is essential for scaling operations in the US and Brazil.Recycling will play a...
2025-09-2641 min
The Founder’s Corner#8: Unlocking the Secrets of Web Design Services with Dustin OlsenIn this episode of The Founder’s Corner, host Eli Clark interviews Dustin Olsen, the Owner of Cobalt Graphics.
Dustin walked Eli through some of the best practices for optimizing a website for conversions. They discussed some of the most common issues that Dustin sees when working with clients and what he does to deliver an ROI focused website.
In this interview you’ll learn about how to convert a one-time website project into an ongoing retainer service as well as how to engage white label and other third party partners to assist you. Learn about...
2025-09-2435 minRare Earth ExchangesS1 E34 – We’re Looking at 2040 to 2045 For REE IndependenceHighlightsPermitting for projects can take up to 29 years.The goal is to reduce permitting timelines to three years.85-90% of rare earth oxides are controlled by China.The U.S. is highly dependent on China for rare earth elements.A comprehensive industrial policy is needed for independence.Emergency funding of $25-50 billion is necessary.A crisis may trigger significant government action.Private sector involvement is crucial for progress.Standardized contracts and pricing are essential.Forecasts suggest independence from China may not be achieved until 2040.In this episode, Dustin and Daniel discuss the complexities...
2025-09-1932 minRare Earth ExchangesS1 E33 - Emily Domenech: The average time to get a mine fully permitted is 29 years.HighlightsThe federal government often acts as an impediment to project permitting.A cultural shift is needed to prioritize 'yes' in permitting processes.Recent reforms have aimed to streamline the NEPA process.The average time to permit a mine in the U.S. is 29 years.The goal is to reduce the average permitting time to three years.Transparency in the permitting process can expedite approvals.Interagency coordination is crucial for project success.Critical minerals are vital for national security and clean energy.Investors should look for projects on the Permitting Council's dashboard.The Permitting Council is eager to...
2025-09-1231 minRare Earth ExchangesS1 E31 - Nitin Gupta: Attero Is Revolutionizing Recycling of REEs & Critical MineralsHighlightsAttero is a leading player in critical minerals recycling.The company has over 46 granted global patents.Attero recycles a wide range of electronic waste.Their recovery rates are significantly higher than global averages.China controls over 90% of the rare earth supply chain.Attero's technology allows for efficient urban mining.The company is looking to expand operations in the US and Europe.Carbon credits are a sustainability metric, not a financial focus.Attero plans to go public within 12 to 24 months.The future of recycling rare earths looks promising, with projections of over 50% by 2030.Summary
2025-08-2920 minRare Earth ExchangesS1 E30 - Mark Jensen: The Future of Rare Earths: Independence from ChinaHighlightsMark Jensen has over 22 years of experience in the mining sector.American Resources focuses on producing rare earth elements domestically.The company utilizes innovative chromatography technology developed at Purdue University.Environmental sustainability is a key focus in their production processes.Scalability is achieved through modular production systems.The defense industry is a significant market for rare earth elements.American Resources aims to supply 100% of the defense industry's needs.The company is committed to competing on pricing with Chinese suppliers.Workforce development is crucial for the future of the industry.Mark Jensen believes in the importance of collaboration...
2025-08-2233 minRare Earth ExchangesS1 E29 - Investors should be cautious but optimistic about rare earth stocks.HighlightsGasbarre is poised for growth in magnet production.MP Materials has seen significant stock growth recently.Investment opportunities are emerging in the rare earth sector.The U.S. needs a strong industrial policy to compete with China.Talent development is crucial for the rare earth industry.Global strategies for mineral autonomy are being discussed.The importance of recycling in the rare earth supply chain.Investors should be cautious but optimistic about rare earth stocks.The podcast aims to provide critical information for investors.The future of the rare earth industry is uncertain but promising.
2025-08-1530 minRare Earth ExchangesS1 E28 - Gasbarre: We're ready to start making millions of magnets.HighlightsKalen Fitch has been with Gasbarre for three years, focusing on powder compaction solutions.Gasbarre is involved in the production of neodymium iron boron magnets.The U.S. is heavily reliant on China for magnet production and technology.There is a growing demand for domestically produced magnets due to supply chain risks.Gasbarre is working on scaling up production to meet increasing customer demands.The company faces challenges in developing larger and more efficient compaction presses.High-performance magnets are critical for defense and automotive applications.R&D efforts are essential for advancing magnet production technology.The market...
2025-08-0832 minRare Earth ExchangesS1 E27 - In The News with Dustin & DanielHighlightsThe rare earth market is rapidly evolving with significant government involvement.The US Department of Defense is investing heavily in rare earth production.International collaborations are crucial for diversifying supply chains.China continues to dominate the rare earth market, controlling a significant percentage of production.India is emerging as a key player in the rare earth sector.Automotive companies are facing challenges due to supply chain disruptions.Industrial policy is necessary for the US to compete effectively against China.Recycling e-waste presents a viable solution to reduce reliance on mining.China's innovations in rare earth technology are...
2025-08-0131 minRare Earth ExchangesS1 E26 - Jenny Qiu: Innovative Solutions for Critical Material Recycling from E-WasteIn this episode of the Rare Earth Exchanges podcast, host Dustin Olsen and co-host Daniel O'Connor engage with Jenny Qiu, an Associate Professor at Texas A&M University, to discuss her groundbreaking research on the recovery of rare earth elements from electronic waste. The conversation explores the importance of rare earth elements in modern technology, the challenges of current recycling methods, and innovative approaches being developed to improve recovery rates and reduce environmental impact. Jenny emphasizes the need for collaboration between academia and industry to create a sustainable ecosystem for rare earth recovery, highlighting the potential for a Critical...
2025-07-2521 minRare Earth ExchangesS1 E25 - Harriet Hageman: Championing Energy IndependenceHighlightsHarriet Hageman is Wyoming's representative in the U.S. House.Wyoming is becoming a key player in rare earth elements.The state has a significant federal land footprint affecting mining.Navigating federal regulations is a major challenge for mining operations.Local communities face housing and infrastructure challenges due to mining.Processing rare earth elements requires significant resources and technology.Workforce development in trades is crucial for the mining industry.Environmental considerations are paramount in mining operations.The One Big Beautiful Bill aims to support energy independence.Indigenous communities have opportunities for economic development through mining.
2025-07-1835 minRare Earth ExchangesBONUS - Arafura's Strategic Vision in Rare Earth MiningHighlightsArafura is at a pivotal moment in the rare earth sector.China controls nearly 90% of the rare earth market.Arafura's project is the most advanced and construction-ready.The company aims to bypass China's supply chain.Economic imperatives are driving changes in the rare earth market.Arafura aspires to become a processing hub for rare earths.Government support is crucial for the success of the sector.The West is moving towards creating a non-China supply chain.Arafura has more long-term options compared to competitors.In this episode of the Rare Earth...
2025-07-1351 min
Rare Earth ExchangesS1 E24 - Unlocking Pennsylvania's Rare Earth Potential (Guests: Paul, Sarma, & Kim)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 development to support this growing sector.Chapters00:00 Introduction to Rare Earth Elements and Key Players03:57 The Role of Academia in Rare Earth Extraction10:56 Private Sector Initiatives in Rare Earth Processing16:36 Economic...
2025-07-1137 minRare Earth ExchangesS1 E23 - The recent trade agreements with China are more of a PR move than a strategic reset.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 developments and the ongoing challenges posed by China's dominance in the rare earth sector.Chapters00:00 Introduction and Weekly Updates10:42 The Big Beautiful Bill and Its Impact
2025-07-0432 minRare Earth ExchangesS1 E22 - China's economic coercion tactics can disrupt global supply chains (Guest: Ian Murphy)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 alliances to secure supply chains. Ian shares insights on China's dual energy strategy, economic coercion tactics, and the potential for future conflict, emphasizing the importance of preparedness and collaboration among allies.
2025-06-2733 minRare Earth ExchangesS1 E21 - Recent trade talks resulted in a framework but no concrete deal.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 conversation emphasizes the need for awareness and proactive measures in addressing the complexities of the rare earth market.Chapters00:00 Introduction and Excitement for Innovation03:18 Geopolitical Landscape...
2025-06-2027 minRare Earth ExchangesS1 E20 - The Intersection of Biology and Mining (Guest: Buz Barstow, Cornell University)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 these technologies. Barstow highlights the importance of collaboration and the potential of genetically modified organisms like Gluconobacter in improving extraction efficiency while addressing environmental concerns. In this conversation, Daniel O'Connor and Buz Barstow discuss...
2025-06-1338 minRare Earth ExchangesS1 19 - Automakers are feeling the squeeze as production lines halt due to material shortages.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 the roles of smuggling and intelligence in the rare earth market, the future of robotics, and the need for a unified vision in addressing these issues.Chapters00:00 The Current...
2025-06-0630 minRare Earth ExchangesS1 E18 - Australia's $1.2 billion strategy aims to stabilize the rare earth marketIn 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 ExchangesJoin The DiscussionTakeawaysAustralia's $1.2 billion strategy aims to stabilize the rare earth market.Concerns exist about the effectiveness of stockpiling raw materials...
2025-05-3025 minRare Earth ExchangesS1 E17 - Unlocking the Potential of Brazilian Rare Earths (Guest: Bernardo Da Veiga)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 dependency, comparing it to other Western deposits, and discussing capital allocation, government support, and future prospects in uranium production. Bernardo emphasizes the importance of quality management and strategic partnerships in navigating the mining landscape.
2025-05-2330 minRare Earth ExchangesS1 E16 - Building a Project Directory for InvestorsIn 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 the rare earth market. The hosts also emphasize the significance of mineralogy and project stage in determining investment viability, while addressing the challenges and opportunities within the industry....
2025-05-1656 minRare Earth ExchangesS1E15 - USA Rare Earth: Entirely domestic supply chain supplier (Guest: Joshua Ballard)In this episode of the Rare Earth Exchanges podcast, Joshua Ballard, CEO of USA Rare Earth, discusses the company's journey in the rare earth industry, including their mining and magnet manufacturing strategies. He highlights the challenges faced in mining, the importance of government support, and the need for a domestic supply chain. Ballard also shares insights on the future of the industry, the company's production plans, and the differentiation of USA Rare Earth in the market.Chapters00:00 Introduction to USA Rare Earth02:14 Challenges in Mining and Processing Rare Earths06:47 Manufacturing Facility Developments10:55 Government Support and Strategic Plans14:46 Supply Chain and...
2025-05-0232 minRare Earth ExchangesS1E14 - This is not a China issue, this is a U.S. issue. (Guest: Pini Althaus)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 global approach to address the critical minerals crisis. The conversation highlights the urgency for governments and industries to collaborate in developing sustainable supply chains and reducing reliance on China.
2025-04-2532 minRare Earth ExchangesS1E13 - Domestic Supply Chains: Challenges and OpportunitiesIn 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, the political landscape surrounding mining regulations, and the future outlook for the rare earth industry.Chapters00:00 Introduction and Recent Developments01:46 Geopolitical Tensions and Rare Earth Elements10:52 Domestic Supply Chain Challenges18:01 Executive Orders and National Security25:49 Political...
2025-04-1827 minRare Earth ExchangesS1E12 - The Rare Earth Dilemma: U.S. vs. ChinaIn 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...
2025-04-1124 minRare Earth ExchangesS1E11 - The Impact of Trump's Tariffs on Global TradeIn 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 potential responses from other countries, especially China, and the future of the rare earth market. The hosts emphasize the need for a strategic approach to supply chain resilience and the importance of industrial policy in competing...
2025-04-0521 minRare Earth ExchangesS1E10 - U.S. Strategies in the Race for Rare EarthsIn 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.Chapters00:00 Introduction to Rare Earths and Critical Minerals
2025-03-2924 minRare Earth ExchangesS1E9 - 3 Ex-China Deals in One Week! The market just signaled it's real desire.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 collaborations aimed at reducing dependence on Chinese resources. The conversation highlights the growing interest in rare earths and the need for a comprehensive industrial policy to ensure long-term competitiveness.
2025-03-2124 minRare Earth ExchangesS1E8 - Critical Minerals Crossroads: Geopolitics, Technology, and the Battle for Supply Chain ControlDive 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 China's technological advancements, potential thorium energy breakthroughs, and the emerging geopolitical significance of critical minerals as the new global power currency.
2025-03-0731 minRare Earth ExchangesS1E7 - The Global Power Struggle for Critical MineralsThis week, we're diving deep into the geopolitical chess match of rare earth elements. From Trump's mineral negotiations with Ukraine to China's strategic moves, we'll break down how these tiny elements are reshaping global power dynamics. Spoiler alert: It's not just about rocks—it's about who controls the future of technology.
2025-02-2835 minRare Earth ExchangesS1E6 - Rare Earth Geopolitics: China's Chess Move, Ukraine's Mineral Mirage, and the West's Desperate GambitWhat happens when rare earth elements become the new global currency? This week, we're diving deep into China's calculated expansion, Ukraine's questionable mineral claims, and the West's increasingly frantic attempts to break free from Beijing's rare earth chokehold. Buckle up for a geopolitical roller coaster that could reshape global technology, defense, and energy landscapes.
2025-02-2332 min
Channel 2.0 PodcastExpert Insights for Job Seekers & Employers with Dustin McLainLooking for a Channel Career? Visit our Channel Career Job board here. If you've been impacted by recent layoffs or are struggling to find top talent, this latest episode of The Channel 2.0 Podcast is packed with expert advice you won’t want to miss! We sit down with Dustin McLain, a seasoned industry professional with deep experience in channel recruiting, to discuss what job seekers and employers need to know in today’s evolving job market.Job Seekers: Must-Know InsightsMaking Sense of Frequent Job Moves Is job hopping a red flag or just the...
2025-02-1757 minRare Earth ExchangesS1E5 - Critical Minerals Chaos: America's High-Stakes Supply Chain GambleThis week, we're diving into news articles published on RareEarthExchanges.com that stood out to each of us. From Trump's controversial mineral deals to movement happening here in the United States and abroad aimed at reducing our reliance on China.
2025-02-1425 minRare Earth ExchangesS1E4 - Critical Minerals Crossroads: Geopolitics, Technology, and the Battle for Supply Chain ControlIn a world where critical minerals are the new oil, who will emerge victorious? Join us as we dissect the complex chess match between the U.S., China, and emerging players fighting for control of the rare earth and critical mineral landscape. From technological breakthroughs to geopolitical maneuvers, we're breaking down the high-stakes global competition that could reshape the 21st-century economy.
2025-02-0824 minRare Earth ExchangesS1E3 - The Rare Earth Supply Chain: One Loose Screw, Total Meltdown?Ever try to build IKEA furniture without the tiny Allen wrench? That’s the rare earth supply chain—one missing piece, and the whole thing collapses. China’s grip on these elements isn’t just about mining—it’s about control, leverage, and the global industries that hang in the balance. In this episode, we break down just how fragile this system is, why the West is scrambling for a Plan B, and whether we’re all one supply chain disaster away from using carrier pigeons instead of smartphones.
2025-01-3128 minRare Earth ExchangesS1E2 - China's Rare Earth Stronghold: Breaking the Chains?China controls over 70% of the global rare earth market, shaping the future of tech, energy, and defense industries. But how did they achieve this dominance, and can the West break free? In this episode, we explore the roots of China's monopoly, its impact on global supply chains, and what the U.S. and its allies are doing to reclaim control. Join us as we unpack the hidden power dynamics driving modern geopolitics.
2025-01-2530 minRare Earth ExchangesS1E1 - Rare Earths: The Hidden Struggle for Modern PowerEvery smartphone, wind turbine, and electric car owes its existence to the struggle for control of the rare earth element supply chain, from the mining to the processing and refining to the value-added production of magnets and other outputs needed for advanced products.
2025-01-1824 min
Q&A Over Coffee#29: Process Improvement with Dustin HostetlerIn the latest episode of Q&A Over Coffee, we set up our guest, Dustin Hostetler, remotely from Florida where he runs his consulting service Transformity Solutions. On our call, Dustin gives us the ins and outs of how he and his business help CPAs, Manufacturers, and other industries analyze and improve processes. Dustin explains how important it is for businesses to continue improving and keep up with the ever-changing landscape in process improvement technology.
2024-07-3034 min
The John Olsen ShowDustin Trotter Shares the Updates Coming to SanteeThis week, John is joined by City Councilman and Vice Mayor, Dustin Trotter! They discuss the projects that Dustin has spearheaded and overseen in his time in office, the infrastructure work the city has been putting in, and the exciting (and highly anticipated) things that we have coming to Santee.To learn more,Santee Hometown Heroes Banner ProgramTo contact John Olsen,619-855-1151John@TheSanteeGuy.comJohnOlsen.comJohn Olsen Realtor FacebookSantee Update FacebookSponsored by your favorite Real Estate Agent - John Olsen 619 855...
2024-05-1445 min
The John Olsen ShowDustin Gildersleeve Tells Us What's Up With Interest RatesJohn is joined by Dustin Gildersleeve, a loan officer at Mission Federal Credit Union (MFCU) with 20 years of experience handling mortgages. This week, they discuss the changes that mortgage interest rates have gone through over the years, and where they may be headed this year. To learn more,DustinG@MissionFed.comMissionFed.com/DustinTo contact John Olsen,619-855-1151John@TheSanteeGuy.comJohnOlsen.comhttps://www.facebook.com/JohnOlsenRealtorhttps://www.facebook.com/santeeupdateSponsored by your favorite Real Estate Agent - John Olsen 619 855...
2024-01-2432 min
Choppin with FireThe Unpredictable Path from Neuroscience to Business: Parker Olsen’s StoryMeet Parker Olsen, a 27-year-old entrepreneur with a captivating journey of scrappiness, the journey to become a neuroscience major but went entrepreneurial, and an unflinching quest to avoid mediocrity. With a background in finance and a love for technology, Parker's unconventional path from neuroscience to entrepreneurship is a testament to his adaptability and determination. His unique insights into AI, social media growth, and the world of psychedelics are as intriguing as they are inspiring.Join us for a deep exploration of Parker's journey, one marked by sacrifices and innovation. Hear how he lived in a tent and...
2023-09-1742 min
The John Olsen ShowDustin Hayes - Red, White & Badass BrewThis week John is joined by co-host, Heather Jimenez, and featured guest, Dustin HayesDustin, owner of Red, White, and Badass Brew, discusses his background in the military, his previous ventures in construction, and the steps that led to his starting his coffee business. To find more information about Red, White, and Badass Brewshttps://redwhiteandbadassbrew.comhttps://www.instagram.com/redwhiteandbadassbrew/?hl=enhttps://www.facebook.com/redwhiteandbadassbrew/https://twitter.com/rwbadassbrewhttps://www.linkedin.com/in/red-white-and-badass-brew-617b0096/https://www.youtube.com/channel/UC0B5HdbW6...
2022-10-0444 minFeatured – MUSE ON MINISThe Meta Episode 272: Convergence of Cyriss with Dustin Olsen
In this episode we discuss Convergence of Cyriss with Dustin Olsen.
2022-03-1100 min
The John Olsen ShowE26. Support Our Veterans (feat. Dustin Trotter & Kristen Dare)In this week's episode, John & Kristen sit down with Dustin Trotter to discuss the ways we can support our local veterans. Memorial Day at VFW Hall Post 9327 8516 N Magnolia Ave #203, Santee, CA 92071Come by and have some food, maybe a drink, and donate. New Veteran's Memorial in Santee to be unveiled on November 11th It looks like the Santee Street Fair will be happening towards the end of the summer; keep an eye out for an official announcement towards the beginning of June. Sponsored by your favorite Real...
2021-05-1121 minThe John Olsen ShowE8. Get Santee Open, Vibrant, & Operating (Feat. Dustin Trotter & Kristen Dare)In this week's episode: -Recently elected Dustin Trotter joins us to discuss how his agendas are going to help Santee businesses recover and thrive. -And update on Handels Ice Cream -An update on how Grossmont Union High School District and Santee School District have been responding to the pandemic-New things to come and new ways to view Chamber Councils-Why we think the recent election had such a high voter turnout-And an in-depth look at the new Shop Santee Program Apply here for the California Relief Grant If you...
2021-01-0632 min
Bedroom DrinkingA Dreamer's Nightmare and Elizabeth Olsen is Our New CrushSend us Fan MailWe discuss our disastrous first week of the fantasy football season, the controversy over President Trump repealing DACA, and two movies starring our new bae Elizabeth Olsen.
2017-09-1332 min