Rare Earth Exchanges

Less than 1% of the world's rare earths are recycled — and a Cornell spinout thinks engineered bacteria can change that. In this episode, Dustin Olsen talks with Alexa Schmitz, CEO and co-founder of REEgen, about using bioleaching to recover rare earth elements from catalytic-converter slag, the waste left behind after recyclers harvest platinum and palladium.

Alexa explains how REEgen's biological leaching solution pulls up to 98% of the rare earths out of slag that's 3–3.5% rare earth by weight, why biomining already produces about 20% of the world's copper, and the tradeoff between maximum recovery and real-world economics. She also shares what it was like to be one of 12 founders invited to the White House after China restricted heavy rare earth exports — and why she believes a secure supply chain has to be international, not purely domestic.

A microbiologist-turned-founder on turning industrial waste into a domestic rare earth supply.

When China restricts gallium exports, U.S. defense contractors can't rebuild the radar systems protecting thousands of miles of airspace. Harvey Kaye, Executive Chairman of US Critical Materials Corporation, explains why Sheep Creek in Montana changes that calculus.

Independently validated as North America's richest rare earth deposit — 9% total rare earth elements, gallium at 300 ppm versus the 50 ppm the U.S. was importing from China — Sheep Creek is the company's crown jewel. But the bigger story is what US Critical Materials is building around it: a full chain from mine through processing through offtake, without sending a gram to China.

Kaye explains the "rock to dock" strategy: a CRADA with Idaho National Labs, an electrochemical membrane reactor, and a full-scale processing plant going up on a U.S. Army base. He also covers the ore-agnostic integration play, AI-driven ore-to-process matching, and the timeline: 1,500 tons in 2026, commercial quantities in 2027, and an IPO targeted for fall 2026.

By January 1, 2027, every magnet, tantalum, and tungsten component in a U.S. defense system must be traced back to its mine — with proof it never touched China, Russia, Iran, or North Korea. According to our guest, right now 0% of supply chains can meet that standard.

Jacob Clayton is the CEO and co-founder of Sagint and a former Marine Corps reserve lieutenant colonel with 18 years of service, including security compliance programs across 22 U.S. embassies and consulates. In this episode, he explains how Sagint uses blockchain tokenization and zero knowledge proofs to replace paper-based compliance documents — which are easy to forge — with tamper-proof, real-time records that make critical mineral supply chains traceable, bankable, and insurable. We cover the DFAR 252.225-7052 deadline, the new NDAA mineral traceability provision, the ReElement partnership, and what "you can't fake physics" means for supply chain integrity.

New episodes every Thursday.

China's conventional rare earth separation process relies on solvent extraction — a technique requiring hundreds of passes, toxic organic solvents, and decades of know-how that China has spent generations perfecting. A team at Idaho National Laboratory has a different approach.

Chloe Tolbert, a researcher at INL specializing in electrophoretic separations, joins hosts Dustin Olsen and Daniel O'Connor to explain how ligand-assisted electrophoresis separates all 14 lanthanides in a single 10-minute pass using nothing more exotic than citric acid and an electric field. No organic solvents required.

They cover the scale-up pathway from nanogram to kilogram-per-day, INL's new 55,000 sq ft Critical Materials and Energy Systems Innovation Center, and why heavy rare earths like terbium and dysprosium are especially hard to separate — and why it matters for EV and wind turbine magnets.

Chloe's closing message: "We can't keep focusing on incremental improvements to legacy technologies. It's all hands on deck."

Ever wondered what the future of magnets looks like? It’s time to rethink everything we know about rare earth alternatives!

Today, we dive into the groundbreaking work being done at Niron Magnetics, where iron nitride is changing the game. This isn’t just another material; it’s the first credible, scalable alternative to rare earth magnets in decades, addressing a critical supply chain risk for industries relying on these powerful tools.

With the world shifting towards sustainable solutions, iron nitride presents an innovative way to produce high-performance magnets without the reliance on rare earth elements. Imagine the impact on everything from electric vehicles to renewable energy!

As we explore this, it’s essential to recognize the dedication and innovation that has brought this material to life. Niron has honed its process for years, ensuring that it’s not just theoretical but ready for real-world applications.

What does this mean for the future? It’s a significant step towards supply chain security and sustainability.

#RareEarthAlternatives #IronNitride #MagneticsInnovation #SustainableTech #SupplyChainSecurity

Ever wondered how the rare earth element supply chain is like the space race? 🚀 Here’s why it matters now!

China currently dominates the rare earth supply chain, controlling 90% of refining and 95% of magnets. It’s crucial to realize that the standards they set are affecting industries worldwide.

But don’t panic! We have the opportunity to create our own standards through collaboration. Just like the Apollo program united various sectors to achieve a common goal, we can bring our industries together to compete effectively.

Let’s focus on establishing a quality culture that emphasizes reliable processes and ethical standards. The future of our technology depends on it!

#RareEarthElements #QualityManagement #SupplyChain #Innovation #Standards

We’re diving deep into the world of rare earth elements, and it’s more than just a buzzword. These minerals are essential for our tech, from smartphones to electric vehicles.

Clem Chambers, co-founder of Silex World, shares insights on the shift from acid-based to alkali processes in micro-refining. This change isn’t just about efficiency; it’s a strategic move to reclaim our independence from over-reliance on China.

The stakes are high, and understanding this battle for resources is crucial for anyone interested in the future of technology and sustainability.

Are we really prepared for the economic implications of these shifts? Let's discuss!

Full episode - https://rareearthexchanges.com/podcast/s2-e73/

#RareEarthElements #MicroRefining #SilexWorld #Sustainability #TechFuture

Ever wondered how we can extract lithium from wastewater? 🌊💡

Gradient, co-founded by Anurag Bajpayee, is leading the charge in sustainable lithium extraction. By transforming produced water from oil fields into battery-grade lithium, they’re not just innovating; they’re solving a critical resource challenge.

Why does this matter? Because lithium is a key component of batteries, this approach not only minimizes waste but also reduces environmental impact. 🌍✨

Imagine a world where we can recycle resources and create a cleaner future. That’s the vision Gradient is bringing to life!

What do you think about this approach?

#Gradient #LithiumExtraction #SustainableTech #WaterInnovation #BatteryTechnology

Ever wondered why battery recycling is more than just a trend? Let's dive into the reality behind the numbers!

The battery industry is booming, but did you know that 90% of battery recycling material ends up in China?

This means that while we're collecting and recycling batteries, the raw materials are still being shipped overseas.

It's time to rethink how we handle our resources and invest in refining capabilities here in the West.

As we look towards a future powered by renewable energy, understanding this cycle is crucial. What steps do you think we should take to improve our domestic capabilities?

Ever thought about how metals for your tech are made? Let’s dive into the midstream process and why it matters! Did you know that the midstream process of metalization is where the real magic happens? It's not just about mining; it’s about transforming raw materials into essential components for everyday tech—like your phone and car! Our guest, Nitesh Shah from Metalisys, explains how they’re revolutionizing metal production with their patented FFC technology. This process is not just energy-efficient; it’s a cleaner alternative that breaks away from reliance on traditional sources, primarily dominated by China. So, as the world shifts towards reindustrialization, understanding this critical phase in the supply chain is more important than ever. What’s your take on the future of metal production? Let’s keep the conversation going! Read The Full Episode Details: https://rareearthexchanges.com/podcast/s2-e70/Chapters00:00 Introduction to Metalisys and Nitesh Shah02:21 Overview of Metalisys Technology and Operations05:16 The Midstream Metalization Market10:19 Challenges and Opportunities in Competing with China14:01 Economic Impacts and Future Projections for Metalisys18:42 Innovative Machine Design and Efficiency20:25 Navigating Geopolitical Challenges22:12 Investment and Supply Chain Vulnerabilities25:25 Regulatory Landscape in Europe26:38 Market Dynamics and Competition30:13 Scaling Production and Future Prospects34:21 Real-World Applications and Proof of Concept