China’s new export controls on rare earth elements (REEs) are a problem for EVs, renewables, and other industries that rely on the minerals, especially the permanent magnets they’re used in. The vast majority of the global supply chain is in China. Plus, Chinese companies control supply chain operations around the world.
So is it possible to stand up a rar ... Show More
Aug 13
Is now the time for DERs to scale? [re-published]
A decade ago, DERs were hot. The hype was that things like batteries, smart devices, and other distributed energy technologies would offset the need for expanding traditional grid infrastructure. But DERs never took off, at least not at the scale that many hoped for. They had hig ... Show More
42m 21s
Aug 11
Critical Capital: Senator Tillis' case for "all-of-the-above" energy
This week, we’re presenting an episode of Critical Capital, a new podcast from Crux and Latitude Studios. Energy policy has become increasingly polarized just as the U.S. faces record electricity demand, a rapidly expanding AI economy, and growing competition from China. In this ... Show More
31m 21s
Apr 2025
ICYMI: The Business of Rare Earth Materials in the US
ICYMI: Joshua Ballard, CEO of USA Rare Earth, discusses the challenges faces American companies interested in producing and refining the crucial raw materials that are used in the likes of missiles, electric vehicles, MRI machines and other advanced technologies - while China sta ... Show More
11m 37s
Jun 2024
121 - Rare Earth Elements: The Futile Fight Against China
As the world pivots towards a green energy future, the dominance of rare earth elements has never been more crucial. Yet, while the West has been preoccupied with other geopolitical challenges, China has quietly taken control of this vital industry. This episode delves into the s ... Show More
1h 9m
Mar 2025
173. The politization of Critical Materials - Mar25
The XXIst century economy will be powered by 'critical minerals' such as lithium, nickel, cobalt, and rare earths. China has spent the past 20 years building a dominant position across the supply chain for these metals.The rest of the world is finally waking up to the economic an ... Show More
33m 28s
Mar 2025
Rare Earth Minerals Explained
Rare Earth Elements are everywhere — in your phone, your car, even your headphones — and the world can’t function without them. As demand for green tech and high-performance electronics surges, so does the race to secure reliable access to these crucial elements. Skip Montreux an ... Show More
16m 24s
May 2025
China: The mineral superpower
The country dominates the global processing of critical minerals - materials essential to clean energy, defence, and modern manufacturing. In the second part of our series on the global race to secure these resources, we explore how China built its control over the supply chain, ... Show More
17m 29s
Jun 2025
China's dominance in critical minerals
Decades ago, China foresaw what the U.S. didn't - a future dependent on critical minerals. Now, the U.S. is playing catch up as China’s export controls threaten global supply chains. Join Laurie Chen, Ernest Scheyder and Jarrett Renshaw to hear the latest on critical minerals, pa ... Show More
18m 48s