Rare Earth Exchanges

About Rare Earth Exchanges

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.

Publisher

Dustin Olsen

Category

business

Language

en

Explicit

No

First episode

18 Jan 2025

Latest episode

15 Oct 2026

Latest episodes

91 episodes in the feed.

1. 

   15 Oct 2026

   S2 E90: He Says His Rare Earths Come Out of the Ground for Free | Anthony Hall, Osmond Resources

   Anthony Hall says Osmond Resources will be the only project in the world that gets its rare earths for free. The zircon and titanium in the same rock pay for the mine, and the rare earths come out as a bonus. He also says the EU today extracts none of those minerals at all. Anthony Hall is Managing Director and CEO of Osmond Resources (ASX: OSM), a Spanish critical minerals company listed in Australia, developing the Orión project in Jaén province, Andalucía. He has run three listed mining companies and took the first two from IPO into the ASX 300. One deposit carries rare earths, zirconium and titanium at once. Hall explains why Brussels has moved slower than Washington, and what the Técnicas Reunidas partnership gives Osmond. He also makes the case that the endgame here is robots. In this episode: - Why Osmond calls its rare earths free, and what has to be true for that to hold - Hall's account of European extraction today, and the domestic-supply target the Critical Raw Materials Act sets for 2030 - Why 27 member states make EU subsidy support so hard, and why Spain and Andalucía matter more to him - The $16 billion that went into robotics in six months, and what it needs out of a mine - Why permitting is the one risk he names, and how an underground mine with no surface tailings changes his odds Guest: Anthony Hall, Managing Director and CEO, Osmond Resources Rare Earth Exchanges is accelerating transparency in the rare earth and critical minerals supply chain. New episodes weekly. 🌐 https://rareearthexchanges.com 🎧 Also on YouTube, Spotify, and Apple Podcasts Disclaimer: Educational and informational content only. Nothing here is financial, investment, legal, or tax advice.

2. 

   8 Oct 2026

   S2 E89: Oak Ridge Cut Rare Earth Separation Stages in Half | Subho Pramanik & Marcy Lamb, ORNL

   Oak Ridge National Laboratory just won a 2026 R&D 100 Award for a rare earth separation process that halves the number of stages a plant needs for the same throughput. The two ORNL chemists behind it explain why that has almost nothing to do with the molecule. Subho Pramanik is an R&D Associate Staff Scientist at ORNL, a radiochemist and synthetic physical-organic chemist who designs the ligands. Marcy Lamb is a radiochemist in ORNL's Chemical Separations Group who runs the analytical side and the scale-up. Both are named on NEAREST, the Neutral Extractant Advanced Rare Earth Separation Technology. We covered why all 15 lanthanides sit within 20 picometers of one another, how two ligands with opposite selectivity beat a single acidic extractant, what a separation stage actually costs at industrial scale, and why the analytical chemistry nobody sees decides whether any of it worked. In this episode: - Why less than 20 picometers of difference across the lanthanide series makes separation the supply chain's hardest chemistry - How NEAREST cuts required separation stages by roughly 50 percent for the same throughput, and why each stage means pumps, controls, solvent inventory, footprint and capital - Why neutral ligands mean no pH control, no neutralizing base, and a recyclable aqueous phase - What the Critical Materials Innovation Hub is, and how companies can join it under an NDA - The real difference between a critical mineral and a critical material, and why germanium is only one of them - Why separation chemistry is not a degree anyone can graduate with, and the eight kinds of expert it takes instead Guests: Subhamay "Subho" Pramanik, R&D Associate Staff Scientist, Oak Ridge National Laboratory; Marcy Lamb, Radiochemist, Oak Ridge National Laboratory Rare Earth Exchanges is accelerating transparency in the rare earth and critical minerals supply chain. New episodes weekly. 🌐 https://rareearthexchanges.com 🎧 Also on YouTube, Spotify, and Apple Podcasts Disclaimer: Educational and informational content only. Nothing here is financial, investment, legal, or tax advice.

3. 

   1 Oct 2026

   S2 E88: America's Entire Critical Minerals Stockpile Is Worth $600 Million | Ashley Zumwalt-Forbes

   America's entire strategic minerals stockpile is worth about $600 million. Ashley Zumwalt-Forbes ran the Department of Energy's multi-billion-dollar battery and critical-minerals grant program — and she says the real bottleneck isn't geology, it's price. Ashley Zumwalt-Forbes spent years as the DOE's Deputy Director for Batteries and Critical Materials, deciding which companies got a share of roughly $6 billion in grants and $10 billion in tax credits. She's since founded the family office Smoketree Resources and become COO of M Evo Global Acquisition Corp II (NASDAQ: MEVO), a critical-minerals SPAC, while publishing policy research as a Nonresident Fellow at Rice University's Baker Institute. In this conversation with Dustin Olsen and Daniel O'Connor, she breaks down why Chinese-controlled reference pricing makes it nearly impossible for Western critical-minerals projects to pencil out — and the market fix she's proposing to change that. In this episode: - How the DOE actually decided who got a share of $6B in critical-minerals grants and $10B in tax credits - Why China's "Molycorp playbook" can bankrupt Western competitors without China ever needing to turn a profit - Whether accounting rules could ever reward long-term supply-chain resilience over quarterly returns - Ashley's Baker Institute proposal for a bifurcated reference price — and why "buyer beware" applies to every mining investment - The unrelated Admiral Zumwalt story that turns out to be a pretty good Cold War parallel Guest: Ashley Zumwalt-Forbes, Nonresident Fellow, Baker Institute for Public Policy, Rice University (former U.S. Deputy Director for Batteries & Critical Materials, Department of Energy) Rare Earth Exchanges is accelerating transparency in the rare earth and critical minerals supply chain. New episodes weekly. 🌐 https://rareearthexchanges.com 🎧 Also on YouTube, Spotify, and Apple Podcasts Disclaimer: Educational and informational content only. Nothing here is financial, investment, legal, or tax advice.

Who has been a guest on Rare Earth Exchanges

Names identified in recent episode analyses. Showing up to five guests.

• Ian Murphy
• Buz Barstow
• Bernardo Da Veiga

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

YouTube views

4,635

Score snapshot 15 Sept 2025

Apple Podcasts (US)

5.0 / 5

2 ratings

Podcast Authority Score: 37 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

45

Social presence

0

YouTube

74

Engagement

0

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