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Rare Earths Reality: Hype vs Hope with 3 Experts

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Manage episode 488801551 series 3359702
Content provided by Mineral Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mineral Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

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:

.……………

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.

  continue reading

467 episodes

Artwork
iconShare
 
Manage episode 488801551 series 3359702
Content provided by Mineral Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mineral Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

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:

.……………

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.

  continue reading

467 episodes

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