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 rare earth supply chain outside of China’s control?

In this episode, Shayle talks to Ahmad Ghahreman, co-founder and CEO of REE recycler Cyclic Materials. (Energy Impact Partners, where Shayle is a partner, invests in Cyclic.) They cover topics like:

Recommended resources:

The New York Times: The Mine Is American. The Minerals Are China’s.

The New York Times: How China Took Over the World’s Rare Earths Industry

Axios: China trade war risks stifling America's electric car movement

Heatmap:  China’s Minerals Pause All Pain, No Gain for U.S

Latitude Media: Building a supply chain for rare earth elements

Credits: Hosted by Shayle Kann. Produced and edited by Daniel Woldorff. Original music and engineering by Sean Marquand. Stephen Lacey is executive editor.

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