Dustin Olsen

Rare Earth Exchanges

Business EN ↓ 76 episodes

We're taking you to the heart of one of the most critical and underappreciated battles shaping our modern world: the rare earth element supply chain. Discover the high-stakes dynamics that are fueling international competition, from China’s commanding grip on processing, refining, and value-added production of rare earth elements to the industries and innovations that depend on these indispensable resources. Each week, we expose the geoscience, geopolitics, and economic forces behind the West's growing reliance on China—forces that are hidden in plain sight but impossible to ignore.

Author

Dustin Olsen

Category

Business

Podcast website

rareearthexchanges.com

Latest episode

Jul 9, 2026

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Episodes

S2 E76: Rethinking Rare Earth Separation — Chloe Tolbert, Idaho National Laboratory 09.07.2026

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...

S2 E75: America Doesn't Have to Buy Magnets From China Anymore | Niron Magnetics 02.07.2026

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 in...

S2 E74: How to Rebuild the Rare Earth Supply Chain: 5 Key Strategies from Larry Kennedy 25.06.2026

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...

S2 E73: How to Revolutionize Rare Earth Element Recycling: Insights from Clem Chambers 18.06.2026

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 ove...

S2 E72: How to Extract Lithium from Water: 5 Insights from Gradient's CEO 11.06.2026

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...

S2 E71: The Future of Battery Recycling: Insights from Leon Farrant 04.06.2026

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 i...

S2 E70: Transforming Metal Oxides into Metals: Insights from Nitesh Shah of Metalysis 28.05.2026

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...

S2 E69: Understanding the Evolution and Future of Magnets in Industry 21.05.2026

Ever wondered how a family business can thrive for over 60 years? Here’s Robert Bunting’s journey! Robert Bunting shares his incredible story of growing up in the magnetic industry and the evolution of magnets from the 1950s to today. From a small shop in Detroit to a multi-location operation, his family has seen it all. The shift from ferrite to neodymium magnets has transformed the industry, and...

S2 E68: The Future of Rare Earth Elements: Insights from Jack Lifton 14.05.2026

Can money really solve the rare earth crisis? Let’s unpack this with industry expert Jack Lifton! Jack Lifton has over 60 years in the rare earth industry, and he’s seen it all. From the Sputnik shock to the current resurgence of industrial policy, he shares insights into the challenges we face today. The truth? Money alone won’t fix our problems. Without technologically educated leaders in govern...

S2 E67: Understanding China's Rare Earth Strategy: The Power of Information 07.05.2026

China's biggest strategy isn't cutting supply—it's controlling the narrative. Here's how they use silence as power: In a world where information is currency, China has learned that withholding data on rare earth quotas can create uncertainty and leverage against other nations. Instead of outright embargoes, they opt for strategic opacity, leaving countries guessing about their next...

S2 E66: Unlocking E-Waste Potential with DEScycle 30.04.2026

Ever wondered how a happy accident led to a breakthrough in metal recovery? Here's how DEScycle is changing the game! Fred White, co-founder of DEScycle, shares the incredible story of how his team stumbled upon a new class of chemistry at the University of Leicester. This ionic chemistry, known as Deep Eutectic Solvents (DES), was initially developed for fossil imaging but quickly revealed it...

S2 E65: Improving Rare Earth Processing with L3 23.04.2026

Ever wondered why rare earth projects fail? Here’s a behind-the-scenes look at the real challenges! In the mining world, it’s not just about finding the minerals. It’s about understanding the entire project life cycle. From junior mining companies starting with a promising deposit, to technical reports that often lead nowhere, the journey is fraught with challenges. At L3 Process Development, we f...

S2 E64: The Caldera Project: A Deep Dive into Meteoric Resources 16.04.2026

Ever wondered how a CFO turned a project in an extinct volcano into a 1.5 billion ton opportunity? Here's the scoop! Andy Thompson, CFO of Meteoric Resources, shared insights into the Caldera project located in Brazil's mining hub of Minas Gerais. This project is unique; situated inside an extinct volcano, it boasts a stable clay environment crucial for extracting rare earth elements effic...

S2 E63: How Metasorbex is Pioneering Sustainable Rare Earth Extraction 09.04.2026

Ever wondered how a pandemic sparked a breakthrough in rare earth extraction? 🌍💡 When COVID hit, it forced us all to rethink how we do business. That's when I realized: there’s a massive opportunity in the waste we generate. At Metasorbex, we're tackling climate change by transforming coal fly ash into valuable resources. By refining rare earth minerals from waste, we’re not just helping...

S2 E62: Why Rare Earth Elements Matter: Insights into Their Critical Role 02.04.2026

Why are rare earth elements critical? 🤔 Most people don’t realize their role in our daily tech and future! Rare earth elements are not just buzzwords; they are vital for technology and defense. From smartphones to electric vehicles, these materials are everywhere. But the supply chain is vulnerable. A single dominant supplier can manipulate prices, making it hard for industries to function. If we...

S2 Bonus: Industry: Insights from David Wilcox of EM&T 30.03.2026

Ever wonder how the rare earth supply chain really works? Here’s the insider scoop from David Wilcox of EM&T! David Wilcox shares his journey from banking to revolutionizing the rare earth materials industry. He spotted a unique opportunity a decade ago as China ramped up its control over key resources. His company, EM&T, focuses on midstream processing and recycling, which is crucial for...

S2 E61: How Supra's Cartridges Are Changing the Recycling Game 26.03.2026

Highlights Supra's proprietary cartridge technology for mineral absorption Challenges in recycling rare earth elements and critical minerals The scientific foundation of Supra's technology based on supermolecular chemistry The company's current research and development phase at UT Austin Business models and scaling strategies for critical mineral recovery Market opportunities and targe...

S2 E60: Revolutionizing Rare Earth Separation: A Chemical Engineer's Perspective 19.03.2026

Highlights Rare earth separation challenges Innovative separation technologies Environmental impact and solutions Summary In this insightful interview, chemical engineer Lynn Ding shares her journey into rare earth separation, the challenges of the process, and innovative environmentally friendly solutions. Discover the technical hurdles, recent breakthroughs, and the future outlook for sustainabl...

S2 E59: Why Rare Earths Are Not So Rare w/ Travis McLing 12.03.2026

Highlights Geological formation of rare earth elements Differences between heavy and light rare earths Economic viability of rare earth deposits Geopolitical implications of supply chain control Innovations in extraction and processing Summary In this in-depth interview, geologist Travis McLing from Idaho National Laboratory shares expert insights into the geology, formation, and economic consider...

S2 E58: Melissa Sanderson: A Journey Through Critical Minerals 05.03.2026

HIGHLIGHTS Melissa Sanderson has a rich background in diplomacy and critical minerals. The U.S. has historically neglected its mining industry, leading to dependence on China. COVID-19 exposed vulnerabilities in global supply chains for critical minerals. The mining industry faces significant regulatory and financial hurdles. Public-private partnerships are essential for developing a robust supply...

S2 E57: Inside Earth AI: Cutting the Cost of Critical Mineral Discovery 26.02.2026

HIGHLIGHTS AI can reduce mineral discovery costs from hundreds of millions to under $1 million per discovery. The global decline in new mineral discoveries is due to exhausted “low-hanging fruit,” not a lack of minerals. Earth AI achieves higher success rates by adding geological context to anomaly detection. Vertical integration dramatically lowers drilling costs and logistical delays. Australia’...

S2 E55: Aclara Resources: Pioneering Ionic Clay Extraction 13.02.2026

Highlights Hugh Broadhurst has a strong background in chemical engineering and lithium extraction. Aclara Resources focuses on heavy rare earths from ionic clay deposits. The company has a patented process called circular mineral harvesting. Aclara is in the final stages of obtaining permits for their project in Brazil. The timeline for production is set for mid-2028. Aclara aims to vertically int...

S2 E54: Dr. Peter Tom Jones on Mining and Sustainability: A Complex Relationship 06.02.2026

Highlights Tom Jones combines metallurgy and environmentalism in his work. The public in Europe often opposes mining despite its necessity. The Critical Raw Materials Act aims to reduce dependency on third countries. Implementation of mining permits is a significant challenge in Europe. There is a lack of talent in the mining sector due to historical disinterest. Recycling of critical metals is cu...

S2 E53: The Critical Role of Potash in Agriculture w/ Millennial Potash 30.01.2026

Highlights Potash is primarily used as a fertilizer and is crucial for agriculture. Investment in resources requires a top-down approach, analyzing macro trends. The potash market is geographically concentrated, with major production in a few countries. Geopolitical tensions can impact potash supply and pricing dynamics. Solution mining is a more environmentally friendly method of potash extractio...

S2 E52: Impossible Metals - Innovative Robotics in Deep Sea Mining 23.01.2026

Highlights Impossible Metals aims to deliver essential metals using innovative technology. Deep sea mining has a long history but is evolving with new tech. The company uses autonomous robots to minimize environmental impact. Polymetallic nodules are abundant on the seabed and easy to collect. Seabed mining is heavily regulated, similar to land mining. The economic model suggests deep sea mining c...

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