Скачать или смотреть Rare Earths in 2025: Boom, Bust or Bullsh*t?

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 do Lynas and MP Materials trade at many multiples of their NPV?

Find the guests of today's episode here:
Thomas Kruemmer: https://treo.substack.com/
Sustainable Dude: https://sustainabledude.substack.com/
Dylan Kelly:   / dylan-k-25578b6  


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▶️ CHAPTER 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 Revisited
01:02:58 Geopolitical Dynamics and Future Outlook
01:05:00 Deals that make sense

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⚠️ DISCLAIMER

All information in this podcast is for education and entertainment purposes only and is of general nature only. The hosts of Money of Mine are not financial professionals. Money of Mine and our contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional. Money of Mine doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of Money of Mine are their opinions only and may contain forward-looking statements that may not eventuate. Please read the full Disclaimer here: https://www.moneyofmine.com/c/privacy...