Disclosure certainty 4/5 debate potential 1/5

Gariman: Automaker outreach to Cyclic Materials spiked massively amid supply chain panic

Ahmad Ghahreman · The geopolitics of rare earth elements · Apr 24, 2025 · at 32:31

Ahmad Gariman, CEO of rare earth recycling startup Cyclic Materials, describes the sudden surge in OEM interest amid tightening Chinese export restrictions.

0:00 / 0:09exact quote · 9.8s
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“And in fact, I will tell you in past three weeks, we have spoken to more car companies and others than we have spoken. We had spoken in past one and a half year or so.”

quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →

More from Ahmad Ghahreman

Prediction Not checkable as stated
Gariman: China will increasingly weaponize rare earth export controls for geopolitical leverage
“And my strong belief is the process for export control will be utilized a bit more in the future. And this will basically signal again that China is not really reliable on sourcing of rare earth magnets in the future as we go forward because they will use it a…”
Ahmad Ghahreman Apr 24, 2025 ▶ 25:17 The geopolitics of rare earth elements
Assertion Partly supported
Gariman: China produces 99% of heavy rare earth elements
“99% of heavy rare earth elements, more specifically terbium and dysprosium, comes from China, within China, and goes into magnets. So those are not available in mines outside China.”
Ahmad Ghahreman Apr 24, 2025 ▶ 9:14 The geopolitics of rare earth elements
Assertion Not checkable as stated
Gariman: The Chinese government artificially controls rare earth market prices
“And the market price for rare earth elements often is artificially controlled by Chinese government.”
Ahmad Ghahreman Apr 24, 2025 ▶ 12:22 The geopolitics of rare earth elements
Assertion Contradicted
Gariman: No heavy rare earth deposits in Brazil or elsewhere are mined today
“Some of the deposits in, let's say, Brazil and other countries do carry a good amount of heavy rare earth elements, but none of those deposits are being mined today.”
Ahmad Ghahreman Apr 24, 2025 ▶ 12:45 The geopolitics of rare earth elements
Assertion Supported
Gariman: Chinese exports of rare earth magnets and metals face active disruptions
“So today the shipment of the magnets is really disrupted. It's not being shipped today. Magnets, oxides, metals, alloys, all of them, all the above are delayed in shipments.”
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Assertion Supported
Garaman: Rare earths are a $20B market that unlocks trillions downstream
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Ahmad Ghahreman Apr 25, 2024 ▶ 14:33 Building a supply chain for rare earth elements
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