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
Jan 29
The rise of permissionless DERs
Distributed batteries are having a big moment. On one hand, companies like Base Power and Tesla have leaned into large residential batteries that export power back to the grid, but need permits and inspections to operate. At the same time, however, a new category has emerged: sma ... Show More
35m 51s
Jan 22
More 2026 trends: Solar costs, oil oversupply, and the startup slump
We are back for Part 2 of Shayle’s double header conversation with the veteran energy analyst Nat Bullard, dissecting his annual presentation on the state of decarbonization. If you missed it, we recommend you go back and listen to Part 1, which was released last week. In this ep ... Show More
25m 39s
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
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
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
Feb 2025
Global Wind Market Shifts as Chinese Exports Expand
Chinese wind turbine makers are expanding their global footprint at an impressive rate. Leading manufacturers like Goldwind, Envision, Mingyang and Windey are exporting their turbines at a significant discount to Western incumbents, undercutting their rivals and establishing them ... Show More
30m 45s
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
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
Oct 2024
3053: The Future of Electronics Supply Chains: Challenges and Innovations
<p>In this episode, I sit down with Richard Barnett, Chief Marketing Officer at Supplyframe, a leader in Design-to-Source Intelligence for the global electronics value chain. Richard brings decades of expertise in semiconductor supply chains and shares insights on the challenges ... Show More
44m 27s