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rare earths

3 statements across 3 episodes · 2 bullish · 0 bearish · 3 people on the record · first statement Apr 11, 2024 by Jason Bordoff · across every show →

Everything said about rare earths, oldest first

Apr 11, 2024 neutral
Assertion Partly supported
Bordoff: Mineral production is significantly more concentrated than global crude oil
“So the top producers of oil in the world, the US, Saudi Arabia, and Russia, each produce roughly 10% of global crude oil supply. The top producer Of lithium, of cobalt, of rare earths. Each of those, the top producers, each of those produces more than half, an…”
Jason Bordoff Apr 11, 2024 ▶ 38:50 The Big Switch: Are Batteries the New Oil?
May 22, 2025 positive
Assertion Supported
Smit: Cook Islands seabed nodules contain rare earth elements
“In the case of the Cook Islands nodules, rare earths as well, which is another thing everybody's hot about.”
Hans Smit May 22, 2025 ▶ 26:21 What to make of Trump's deep-sea minerals push
Aug 27, 2026 positive
Disclosure
Wang: Voya Energy's metal fuel cell uses no platinum or rare earths
“Our version of it doesn't have platinum or any other rare earths. It's a very low-cost, commonly available air cathode”
Richard Wang Aug 27, 2026 ▶ 19:57 The rise of metal fuels
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