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Rare Earth Exchanges
Dustin Olsen
41 episodes
2 days ago
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.
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Business
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All content for Rare Earth Exchanges is the property of Dustin Olsen and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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.
Show more...
Business
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S1 E23 - The recent trade agreements with China are more of a PR move than a strategic reset.
Rare Earth Exchanges
32 minutes
4 months ago
S1 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.


Chapters

00:00 Introduction and Weekly Updates

10:42 The Big Beautiful Bill and Its Impact

17:21 Global Developments in Rare Earth Mining

24:02 China's Dominance in Rare Earth Production

30:04 Conclusion and Future Directions


Rare Earth Exchanges
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.