Episode Description:

In this episode, Impossible Metals hosts a forward-looking conversation with Shane Tragathon, Head of Business Development and Partnerships at ReElement Technologies. Shane explains how ReElement’s breakthrough refining technology provides a modular, scalable, and environmentally friendly alternative to China’s solvent extraction dominance. He unpacks how chromatographic separation enables ultra-high purity outputs across rare earths, battery metals, and defense-critical elements — and how these systems can process ores, brines, recycled materials, and even seabed nodules.

Guest:

Shane Tragathon – Head of Business Development & Partnerships, ReElement Technologies

Host:

Oliver Gunasekara – CEO & Co-Founder, Impossible Metals

Episode Timeline:

* Why refining is the real bottleneck in critical mineral supply chains (0:00 – 3:30)

* How ReElement’s chromatography-based technology works (3:30 – 7:15)

* Achieving 99.999% purity without toxic solvents or legacy inefficiencies (7:15 – 12:00)

* Flexible inputs: from recycled EV batteries to polymetallic nodules (12:00 – 16:40)

* Advantages of modular, deployable refining near ports and mining sites (16:40 – 21:10)

* The role of ReElement in U.S. national security and industrial resilience (21:10 – 25:30)

* Global partnerships in Africa, Europe, and with Impossible Metals (25:30 – 30:00)

* The future of distributed refining and its role in decarbonization (30:00 – 34:20)

Key Takeaways:

* Refining, not mining, is the chokepoint. China’s grip on mineral processing is the strategic bottleneck in supply chains, and ReElement’s approach directly addresses that weakness.

* Chromatography unlocks higher purity with lower impact. The system eliminates toxic solvents, recycles water, and slashes environmental risks while achieving up to 99.999% purity.

* Flexibility is a strategic advantage. Being able to process multiple feedstocks — from ores to brines to recycled batteries and nodules — makes the system resilient and future-proof.

* Modular refining strengthens supply chains. Deploying compact systems close to ports, mines, or recycling hubs reduces logistics costs, increases speed, and limits choke points.

* This is about security as much as sustainability. U.S. defense, aviation, energy, and tech sectors all rely on stable supplies of rare earths and battery metals — and distributed refining is key to resilience.

* Partnerships are accelerating deployment. From African battery hubs to European recycling and Impossible Metals’ seabed projects, ReElement is positioning globally.

Links & Resources Mentioned:

* ReElement Technologies

* Impossible Metals

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