What podcasters are saying about Critical minerals & rare earths

Summary

In the past 30 days, 9 speakers on 9 finance podcasts discussed Critical minerals & rare earths in 11 views. Chorus has followed Critical minerals & rare earths since October 7, 2026.

Who talks about it most

• Rodney Stevens · 3
• Brien Lundin · 1
• Andrew McDermott · 1
• Ajay Banga · 1
• Randall Atkins · 1
• Doug Petno · 1
• Nikolaj Lippmann · 1
• Maria Vassalou · 1
• R.P. Eddy · 1

The latest views

Newest first. Every quote is checked against the episode's transcript.

• Brien Lundin · Jefferson Financial (Gold Newsletter / New Orleans Investment Conference)

  Government and tech-company money will override mining economics and inflate developer valuations.

  Tech companies are moving upstream to secure supply of battery, base and rare earth metals by investing in explorers and producers. Governments are also stepping in with checks that override normal permitting timelines and project economics, because security of supply and independence from adversaries matter. China controls most of the rare earths market, and a small fraction of the federal budget could fund the fix. Lundin calls this dumb money, but says it will get projects built and sharply inflate the values of explorers and developers.

  “It is dumb money coming in, but it's overwhelming dumb money. And it will get projects built, it will dramatically inflate the values of the companies that are going to exploring and developing.”at 17:14

  Thoughtful Money: Gold & Silver Weakness Now Offers A "Generational Opportunity" | Brien Lundin · October 29, 2026

• Andrew McDermott · Mission Value Partners

  US lost rare-earth magnet capacity; Japan, which kept making them, is now the supplier of choice.

  He says cheap rare earths were a false price signal, built by China suppressing prices. GM sold its magnet business to a firm linked to Deng Xiaoping's relatives, then wrote off $6B in China. The US can no longer make magnets, but Japan invented them and kept producing them for forty years. That gives Japan a bid for capacity that was always there.

  “And all of a sudden, we don't have enough rare earth magnets. We can't make them in The US anymore. Well, guess who can? The Japanese...”at 23:04

  Top Traders Unplugged: GM109: Why Buffett Finally Went All In on Japan ft. Andrew McDermott · October 28, 2026

• Ajay Banga · World Bank Group

  World Bank should finance five times its current critical minerals amount in coming years.

  Banga says the World Bank is not yet financing enough critical minerals. Minerals are needed for urbanization (iron ore, bauxite), agriculture (potash), and energy (copper wire to connect 300 million people in Africa to baseload power). His plan is to get 20 countries to adopt regulatory frameworks for safe mining, and to add more processing in-country to create local jobs. He gives the example that breaking a magnet in Zambia is hard, but processing there is possible.

  “I'm not yet financing enough. I think we should be doing much more. We should be doing five times the amount in the coming years.”at 24:11

  Squawk Pod (CNBC Squawk Box): Anthropic’s IPO Details, Building ‘The Sims,’ & the World Bank 10/27/26 · October 27, 2026

• Randall Atkins · Ramaco Resources

  Expects more multilateral stockpiles and cross-border supply lines for critical minerals, led by programs like FORGE.

  Atkins argues that critical minerals and rare earths have no borders, so supply-chain resilience requires action across continents. He notes that Europe has come together, both as a continent and with the United States, to create stockpiles and cross-border supply lines. He cites an EU program called FORGE as an example and expects more multilateral approaches to meet the material needs of all continents.

  “I think there's a program called FORGE, which was put together here in the EU. So I do think there will be more of these types of multilateral approaches to trying to meet the requirements that all continents have for this type of material.”at 5:26

  Bloomberg Talks: Ramaco Resources CEO Talks China, Steel, and Rare Earths · October 22, 2026

• Rodney Stevens · NSJ Antimony Corp.

  China's expiring antimony export lifeline will likely create a new ex-China shortfall and another price rally.

  China imposed its antimony export restriction in 2024 because its smelters were underutilised and domestic mining supply was dwindling, so it kept the metal for internal use. Ex-China, the world now faces a shortfall of about 30,000 tons a year. China gave military users a temporary exemption, but the deadline of November 27 is likely to remove that lifeline. Stevens expects this to create a supply shortfall again and drive another rally in antimony prices. He notes that antimony is consumed and not meaningfully recycled, which keeps the supply gap structural.

  “all over the world now is facing about a 30,000 ton per year shortfall of antimony ex China... So it's likely gonna create a supply shortfall again and cause another new rally in the antimony price.”at 5:13

  The David Lin Report: China's Nov. 27 Deadline: America's Next Supply Shock? | Rodney Stevens · October 20, 2026

• Rodney Stevens · NSJ Antimony Corp.

  Antimony is in a multi-year super cycle, with mine lead times and permitting delays keeping supply tight.

  If the market is in a long-term bull market, it is probably a super cycle lasting more than five years. That is roughly how long it takes to bring multiple mines into production and through permitting, and permitting has become harder under ESG rules. Within that longer cycle, Stevens expects smaller mini-cycles: users stockpile when prices are high and then draw down those inventories. As stockpiles dwindle, that restocking creates a new price rally. The falling price in 2025–2026 reflects this drawdown, and he sees the cycle as not yet over.

  “So the way that I see this is if we're in a long term bull market, we're probably in a super cycle, which could last over five years, And that's normally just how long it would take to get any multiple mines into production and permitted.”at 9:04

  The David Lin Report: China's Nov. 27 Deadline: America's Next Supply Shock? | Rodney Stevens · October 20, 2026

• Rodney Stevens · NSJ Antimony Corp.

  US government is aggressively funding antimony projects, earlier and with fewer strings than Canada.

  Stevens says the US government is hungry for antimony and is using financial incentives, including grants, loans and bursaries, to back companies at increasingly early stages, sometimes as early as the initial resource estimate. He cites Perpetua Resources, which had struggled to raise financing until the US government's backing unlocked it. He contrasts this with Canada, which he says tends to lend later, once a mine is near permitting and has a feasibility study. He also says the US does not demand offtake of the metal in return for its support.

  “Right now, what we do know is that we've been talking to the US government who's hungry for antimony. And the US government through its financial incentives has even started giving free money to companies with antimony, some loans, bursaries,”at 10:38

  The David Lin Report: China's Nov. 27 Deadline: America's Next Supply Shock? | Rodney Stevens · October 20, 2026

• Doug Petno · JPMorganChase

  China's rare earth magnet export control exposed a critical US single point of failure in supply chains.

  The US has rare earth deposits but lacked rare earth refining and rare earth magnet production domestically. When China imposed an export control on rare earth magnets, this gap showed how one item could bring the US industrial base to a halt. Magnets are central to US industry and the economy, and Petno says the same problem extends to a long list of critical minerals and chemicals, including inputs to pharmaceuticals.

  “I think the one that stands out to me is when the Chinese, put an export control on rare earth magnets. We have rare earths in The United States, but we didn't have rare earth refining and certainly didn't have rare earth magnet production in The US.”at 3:30

  J.P. Morgan Making Sense: One Year In: Advancing Economic Security and Resiliency · October 20, 2026

• Nikolaj Lippmann · Morgan Stanley

  Latin America's energy, copper and lithium reserves make it a critical supplier for the AI infrastructure build-out.

  AI infrastructure creates demand chains: data centers need electricity, electricity needs energy infrastructure, and that infrastructure needs copper, lithium and other critical minerals. Latin America supplies roughly 10% of the world's energy, holds about 20% of global energy reserves, about 30% of global copper and approximately 60% of world lithium resources. Based on this, Morgan Stanley argues Brazil and Argentina increasingly look like peers of Chile and Peru, with exports of energy and agriculture, and that the region plays a critical role in the AI build-out.

  “Latin America as a whole, supplies roughly 10% of the world's energy, holds about 20% of global energy reserves, about 30% of global copper, and approximately 60% of the world's lithium resources.”at 2:13

  Thoughts on the Market (Morgan Stanley): The Missing Piece in Latin America’s Bull Case · October 15, 2026

• Maria Vassalou · Pictet Group

  China has strategically gathered key resources and processing control, giving it leverage in technology production.

  Alongside a long-term industrial policy that forced knowledge transfer and joint ventures with local firms, China has been strategic about accumulating key resources worldwide. It either controls them directly or indirectly, or controls their processing. These inputs matter for industrial production, innovation and new technologies. Vassalou says that because China controls so many of these factors, it controls much of the process needed to be a producer of these technologies, and this underlies many geopolitical developments.

  “And the other thing that happened was China was very strategic in accumulating key resources around the world that either it controlled directly or indirectly or controlled the processing of these resources.”at 34:57

  Masters in Business: Balancing Conviction and Risk: Masters in Business with Maria Vassalou · October 9, 2026

• R.P. Eddy · Ergo

  China's rare earth stranglehold is solvable; America has processing capacity and feedstock, it just needs a czar.

  China dominates rare earth processing and has the US by a stranglehold: the US cannot build Patriot or Tomahawk missiles, iPhones or Ford F-150 chips without Chinese-sourced rare earths, and this dependence is a warning Cassandras gave fifteen years ago that was ignored. Eddy argues the problem is less complex than it looks. Processing capacity exists in America, the raw feedstocks are in the ground, and the main gap is effort. He says some of what the US is most short on is within reach. Because the problem is cross-agency, he says it needs a czar with real authority, and that the administration has tried but not yet found the right person. He calls it 'dealable' and says there are big trading opportunities, though he suspects many may already have gone parabolic. Meanwhile the US is negotiating with China on tariffs, AI and other issues with one hand tied behind its back.

  “We have processing capacity in America... The raw feedstocks are out there, and we have to just make the efforts to go get them. And some of what we're most critically short on, think, is within our grasp to get.”at 41:47

  On The Tape with Danny Moses: R.P. Eddy: Don't Ignore The Cassandras · October 7, 2026