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Latest episodes
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S2 BONUS: Malaysia’s Rare Earth Carbonate Only Went to China. Until Now. | Milan Perlly, DTEC
October 24, 2026 · 45 minUntil 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…
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S2 E91: If China Switched Off Rare Earths, the World Would Stop | REEx Rankings
October 22, 2026 · 39 minIf 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…
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S2 E90: He Says His Rare Earths Come Out of the Ground for Free | Anthony Hall, Osmond Resources
October 15, 2026 · 39 minAnthony Hall says Osmond Resources will be the only project in the world that gets its rare earths for free. The zircon and titanium in the same rock pay for the mine, and the rare earths come out as a bonus. He also says the EU today…
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S2 E89: Oak Ridge Cut Rare Earth Separation Stages in Half | Subho Pramanik & Marcy Lamb, ORNL
October 8, 2026 · 43 minOak Ridge National Laboratory just won a 2026 R&D 100 Award for a rare earth separation process that halves the number of stages a plant needs for the same throughput. The two ORNL chemists behind it explain why that has almost nothing to…
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S2 E88: America's Entire Critical Minerals Stockpile Is Worth $600 Million | Ashley Zumwalt-Forbes
October 1, 2026 · 50 minAmerica'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…
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S2 E87 - Rhodium Sells for Up to $12,000 an Ounce. He Says He Has It. | Taylor Ford
September 24, 2026 · 36 minRhodium 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…
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S2 E86: A New US Rare Earth Discovery? First in 40 Years | Don Swartz, Rare Earths Americas
September 17, 2026 · 35 minRare 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…
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S2 E85: We Import $100M in Gemstones America Could Mine Itself | Brian Busse
September 10, 2026 · 44 minBrian 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…
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S2 Bonus: The World's Highest-Grade Rare Earth Deposit Is Almost 3x Lynas's | Brazilian Rare Earths
September 7, 2026 · 38 minBrazilian Rare Earths (ASX: BRE) says its Monte Alto deposit just posted grades more than twice MP Materials' and almost three times Lynas's — making it one of the highest-grade rare earth deposits ever measured. Founder, Managing…
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S2 E84: Europe Throws Away Half the Nickel It Imports | Marco Bersani, Circular Materials
September 3, 2026 · 39 minEurope 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…
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S2 E83: The Oil Embargo Was a Car Crash. The Mineral War Is Cancer. | Tomasz Nadrowski, Amvest Terraden
August 27, 2026 · 45 minIn 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…
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S2 E82: They Cracked the Rock No One Could Crack | Melissa Sanderson, American Rare Earths
August 20, 2026 · 42 minFor 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…
About the show
We're taking you to the heart of one of the most critical and underappreciated battles shaping our modern world: the rare earth element supply chain.
Discover the high-stakes dynamics that are fueling international competition, from China’s commanding grip on processing, refining, and value-added production of rare earth elements to the industries and innovations that depend on these indispensable resources.
Each week, we expose the geoscience, geopolitics, and economic forces behind the West's growing reliance on China—forces that are hidden in plain sight but impossible to ignore.