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Rare Earth Exchanges

Rare Earth Exchanges

By: Dustin Olsen
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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.Dustin Olsen Economics
Episodes
  • S2 E77: By 2027, Every Defense Magnet Must Prove It Didn't Come from China — Nobody Is Ready | Jacob Clayton, Sagint
    Jul 16 2026

    By January 1, 2027, every magnet, tantalum, and tungsten component in a U.S. defense system must be traced back to its mine — with proof it never touched China, Russia, Iran, or North Korea. According to our guest, right now 0% of supply chains can meet that standard.

    Jacob Clayton is the CEO and co-founder of Sagint and a former Marine Corps reserve lieutenant colonel with 18 years of service, including security compliance programs across 22 U.S. embassies and consulates. In this episode, he explains how Sagint uses blockchain tokenization and zero knowledge proofs to replace paper-based compliance documents — which are easy to forge — with tamper-proof, real-time records that make critical mineral supply chains traceable, bankable, and insurable. We cover the DFAR 252.225-7052 deadline, the new NDAA mineral traceability provision, the ReElement partnership, and what "you can't fake physics" means for supply chain integrity.

    New episodes every Thursday.

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    45 mins
  • S2 E76: Rethinking Rare Earth Separation — Chloe Tolbert, Idaho National Laboratory
    Jul 9 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'Connor to explain how ligand-assisted electrophoresis separates all 14 lanthanides in a single 10-minute pass using nothing more exotic than citric acid and an electric field. No organic solvents required.

    They cover the scale-up pathway from nanogram to kilogram-per-day, INL's new 55,000 sq ft Critical Materials and Energy Systems Innovation Center, and why heavy rare earths like terbium and dysprosium are especially hard to separate — and why it matters for EV and wind turbine magnets.

    Chloe's closing message: "We can't keep focusing on incremental improvements to legacy technologies. It's all hands on deck."

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    36 mins
  • S2 E75: America Doesn't Have to Buy Magnets From China Anymore | Niron Magnetics
    Jul 2 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 industries relying on these powerful tools.


    With the world shifting towards sustainable solutions, iron nitride presents an innovative way to produce high-performance magnets without the reliance on rare earth elements. Imagine the impact on everything from electric vehicles to renewable energy!


    As we explore this, it’s essential to recognize the dedication and innovation that has brought this material to life. Niron has honed its process for years, ensuring that it’s not just theoretical but ready for real-world applications.


    What does this mean for the future? It’s a significant step towards supply chain security and sustainability.


    #RareEarthAlternatives #IronNitride #MagneticsInnovation #SustainableTech #SupplyChainSecurity

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    42 mins
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