#236 Critical Minerals: A Master Class on How to Win w/ Nicholaus Rohleder

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2M ago 42:33

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We’re doing something a bit different…🤔

We’re exploring the urgent and evolving landscape of critical minerals with Nicholaus Rohleder from Climate Commodities. Nick, an investor and expert in the field, breaks down how the U.S. went from a leader in mineral production to heavy reliance on foreign sources—and why the time is now for entrepreneurs to help rebuild domestic supply chains.

Key Topics Covered:

The Rise and Fall of U.S. Mineral Production
Why Critical Minerals Matter More Than Ever
Opportunities for Entrepreneurs
The Capital Market Shift
U.S. Trade Policy and Tariffs
The Future of Clean Minerals
Mistakes Founders Make

Nick teaches a class on this at UPenn, so this is serious value ($$$) — if you’re a investor, policymaker, or entrepreneur looking to understand the critical minerals space, this is for you.

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Links

Nicholaus Rohleder | Climate Commodities
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This podcast is NOT investment advice. Do your homework and due diligence before investing in anything discussed on this podcast.

Topics

01:23 Landscape of Critical Minerals
05:06 Historical Context of U.S. Mineral Production
09:53 Talent and Knowledge Gaps in the Industry
12:10 The Need for Domestic Production
20:30 The Key Minerals
28:51 Opportunities in the Critical Minerals Value Chain
34:32 Technological Innovations and Local Production
43:05 Cost Dynamics

[Paywall Begins]

44:04 Building Successful Companies in Critical Minerals
46:52 Common Mistakes in the Critical Minerals Sector
51:52 Current Trends in Capital Investment
55:42 Investment Opportunities
56:00 Advice for Start-ups in the Sector
57:06 Government Involvement and Policy Implications

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Chapters

1. #236 Critical Minerals: A Master Class on How to Win w/ Nicholaus Rohleder (00:00:00)

2. Landscape of Critical Minerals (00:01:23)

3. Historical Context of U.S. Mineral Production (00:05:06)

4. Talent and Knowledge Gaps in the Industry (00:09:53)

5. The Need for Domestic Production (00:12:10)

6. The Key Minerals (00:20:30)

7. Opportunities in the Critical Minerals Value Chain (00:28:51)

8. Technological Innovations and Local Production (00:34:32)

9. Cost Dynamics (00:43:05)

243 episodes