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Rare Earths Reality: Hype vs Hope with 3 Experts
Manage episode 488801551 series 3359702
We have been struggling to make sense of the headlines in the rare earths market lately. What's relevent? What's real? Why do the equities make no sense?
To piece it together, we've pulled together a conversation with 3 very insightful people that cover the sector: Thomas Kruemmer (of The Rare Earth Observer), Sustainable Dude, and Dylan Kelly (DK) of Terra Capital.
The discussion covers the geopolitical tensions impacting the market, China's dominant role and export restrictions, environmental and regulatory challenges, and the intricacies of the rare earth supply chain from mining to end-use products.
Plus, will clays ever work in the west? Why does Lynas and MP Materials trade at many multiples of their NPV?
Find the guests of today's episode here:
- Thomas Kruemmer (The Rare Earth Observer)
- Sustainable Dude (Substack, Twitter)
- Dylan Kelly (LinkedIn)
.……………
TIMESTAMPS
(00:00) Introduction
02:09 Rare Earth Experts
03:19 Geopoliticals - what's going on?
07:43 Challenges in the supply chain?
21:48 Can clays work ex-China?
38:15 Understanding Rare Earth Imbalance
39:12 Engineering Solutions for Demand
39:44 Challenges in Rare Earth Production
40:49 Magnet Technology
43:51 Investing in the Equities
52:52 The Role of China Revisitted
01:02:58 Geopolitical Dynamics and Future Outlook
01:05:00 Deals that make sense……………
Join 12k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining
……………
PARTNERS
Thank you to the mining services businesses that make this content possible:
Mineral Mining Services – Your preferred mining contractor - 1300 546 117
Grounded - Infrastructure for remote mining and civil projects Australia wide | Paul Natoli: [email protected]
Sandvik Ground Support – The only ground support you’ll ever need relevant
K-Drill – Safe, reliable, and productive surface RC drilling | Ryan O'Sullivan: [email protected] +61 427 783 190
Cross Boundary Energy – Independent power producer for the global mining industry | [email protected] +61 466 184 943
……………
FOLLOW & CONNECT
• YouTube: @MoneyofMine
• Twitter / X: @moneyofminepod
• LinkedIn | Instagram | Facebook
• Travis Ricciardo: @TRAVmoneyofmine
• Jonas Dorling: @JDmoneyofmine
• Email us Word on the Decline: [email protected]
……………
JOIN THE GROUP CHAT
• Step 1: Join the Money Miners Facebook Group
• Step 2: Request access to the HOOTEROO chat
……………
DISCLAIMER
All information in this podcast is for education and entertainment purposes only and is of general nature only. Please ensure you read our full disclaimer.
467 episodes
Manage episode 488801551 series 3359702
We have been struggling to make sense of the headlines in the rare earths market lately. What's relevent? What's real? Why do the equities make no sense?
To piece it together, we've pulled together a conversation with 3 very insightful people that cover the sector: Thomas Kruemmer (of The Rare Earth Observer), Sustainable Dude, and Dylan Kelly (DK) of Terra Capital.
The discussion covers the geopolitical tensions impacting the market, China's dominant role and export restrictions, environmental and regulatory challenges, and the intricacies of the rare earth supply chain from mining to end-use products.
Plus, will clays ever work in the west? Why does Lynas and MP Materials trade at many multiples of their NPV?
Find the guests of today's episode here:
- Thomas Kruemmer (The Rare Earth Observer)
- Sustainable Dude (Substack, Twitter)
- Dylan Kelly (LinkedIn)
.……………
TIMESTAMPS
(00:00) Introduction
02:09 Rare Earth Experts
03:19 Geopoliticals - what's going on?
07:43 Challenges in the supply chain?
21:48 Can clays work ex-China?
38:15 Understanding Rare Earth Imbalance
39:12 Engineering Solutions for Demand
39:44 Challenges in Rare Earth Production
40:49 Magnet Technology
43:51 Investing in the Equities
52:52 The Role of China Revisitted
01:02:58 Geopolitical Dynamics and Future Outlook
01:05:00 Deals that make sense……………
Join 12k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining
……………
PARTNERS
Thank you to the mining services businesses that make this content possible:
Mineral Mining Services – Your preferred mining contractor - 1300 546 117
Grounded - Infrastructure for remote mining and civil projects Australia wide | Paul Natoli: [email protected]
Sandvik Ground Support – The only ground support you’ll ever need relevant
K-Drill – Safe, reliable, and productive surface RC drilling | Ryan O'Sullivan: [email protected] +61 427 783 190
Cross Boundary Energy – Independent power producer for the global mining industry | [email protected] +61 466 184 943
……………
FOLLOW & CONNECT
• YouTube: @MoneyofMine
• Twitter / X: @moneyofminepod
• LinkedIn | Instagram | Facebook
• Travis Ricciardo: @TRAVmoneyofmine
• Jonas Dorling: @JDmoneyofmine
• Email us Word on the Decline: [email protected]
……………
JOIN THE GROUP CHAT
• Step 1: Join the Money Miners Facebook Group
• Step 2: Request access to the HOOTEROO chat
……………
DISCLAIMER
All information in this podcast is for education and entertainment purposes only and is of general nature only. Please ensure you read our full disclaimer.
467 episodes
All episodes
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