We have been struggling to make sense of the headlines in the rare earths market lately. What's relevent? What's real? Why do the equities make no sense?

To piece it together, we've pulled together a conversation with 3 very insightful people that cover the sector: Thomas Kruemmer (of The Rare Earth Observer), Sustainable Dude, and Dylan Kelly (DK) of Terra Capital.

The discussion covers the geopolitical tensions impacting the market, China's dominant role and export restrictions, environmental and regulatory challenges, and the intricacies of the rare earth supply chain from mining to end-use products.

Plus, will clays ever work in the west? Why does Lynas and MP Materials trade at many multiples of their NPV?

Find the guests of today's episode here:

• Thomas Kruemmer (The Rare Earth Observer)
• Sustainable Dude (Substack, Twitter)
• Dylan Kelly (LinkedIn)

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TIMESTAMPS

(00:00) Introduction

02:09 Rare Earth Experts

03:19 Geopoliticals - what's going on?

07:43 Challenges in the supply chain?

21:48 Can clays work ex-China?

38:15 Understanding Rare Earth Imbalance

39:12 Engineering Solutions for Demand

39:44 Challenges in Rare Earth Production

40:49 Magnet Technology

43:51 Investing in the Equities

52:52 The Role of China Revisitted

01:02:58 Geopolitical Dynamics and Future Outlook

01:05:00 Deals that make sense……………

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