We’re doing something a bit different…🤔

We’re exploring the urgent and evolving landscape of critical minerals with Nicholaus Rohleder from Climate Commodities. Nick, an investor and expert in the field, breaks down how the U.S. went from a leader in mineral production to heavy reliance on foreign sources—and why the time is now for entrepreneurs to help rebuild domestic supply chains.

Key Topics Covered:

• The Rise and Fall of U.S. Mineral Production
• Why Critical Minerals Matter More Than Ever
• Opportunities for Entrepreneurs
• The Capital Market Shift
• U.S. Trade Policy and Tariffs
• The Future of Clean Minerals
• Mistakes Founders Make

Nick teaches a class on this at UPenn, so this is serious value ($$$) — if you’re a investor, policymaker, or entrepreneur looking to understand the critical minerals space, this is for you. 

---
🌎 Want the full Pod? Become a paid sub today (cleantechies.substack.com/subscribe)
---
 📺 Watch on YouTube

Links

• Nicholaus Rohleder | Climate Commodities
• Connect with Somil on LinkedIn | Connect with Silas on LinkedIn
• Follow CleanTechies on LinkedIn
• This podcast is NOT investment advice. Do your homework and due diligence before investing in anything discussed on this podcast.

Topics 

• 01:23 Landscape of Critical Minerals
• 05:06 Historical Context of U.S. Mineral Production
• 09:53 Talent and Knowledge Gaps in the Industry
• 12:10 The Need for Domestic Production
• 20:30 The Key Minerals
• 28:51 Opportunities in the Critical Minerals Value Chain
• 34:32 Technological Innovations and Local Production
• 43:05 Cost Dynamics

[Paywall Begins]

• 44:04 Building Successful Companies in Critical Minerals
• 46:52 Common Mistakes in the Critical Minerals Sector
• 51:52 Current Trends in Capital Investment
• 55:42 Investment Opportunities
• 56:00 Advice for Start-ups in the Sector
• 57:06 Government Involvement and Policy Implications

Support the show

If you're gonna change the world, you're gonna need a world-class team. Partner with ErthTech Talent to help you do that, for less.

• 70+ Placements
• 5+ Years (exclusively in CleanTech)
• The Lowest Fees in the Market (12-15% of first-year salary)
• 90-day placement guarantee

It's really hard to say no to that.

Wait?! -- The best service is also the cheapest? Seems too good to be true, but it's the entire reason we started this company.

We believe that Climate entrepreneurs are doing important work, and there should be a firm to help them find the best talent, without it breaking the bank.

Reach out today for a free assessment of your hiring process. [email protected]