HeyJaredRare 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.
- Indexed episodes, last 90 days
- 11
- Latest publication
- Sep 10, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 9, 2026
Latest episodes
S2 E85: We Import $100M in Gemstones America Could Mine Itself | Brian Busse (opens the original)
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Brian Busse has hand-dug what may be the largest single mine in 80 years of American history — and the biggest lesson from three decades underground has nothing to do with luck. Brian Busse is a 30-year veteran miner, jewelry designer, and star of the Weather Channel's reality series Prospectors. He owns the Thank You Lord Mine on Colorado's Mount Antero — one of the largest aquamarine deposits ever discovered — and runs American Gem Trackers. He joins hosts Dustin Olsen and Daniel O'Connor to t
S2 Bonus: The World's Highest-Grade Rare Earth Deposit Is Almost 3x Lynas's | Brazilian Rare Earths (opens the original)
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Brazilian Rare Earths (ASX: BRE) says its Monte Alto deposit just posted grades more than twice MP Materials' and almost three times Lynas's — making it one of the highest-grade rare earth deposits ever measured. Founder, Managing Director & CEO Bernardo da Veiga returns to the show (his first appearance was Episode 17, back in the exploration days) to walk through BRE's new scoping study: a deliberately split strategy that keeps mining simple and low-impact at Monte Alto while routing concentra
S2 E84: Europe Throws Away Half the Nickel It Imports | Marco Bersani, Circular Materials (opens the original)
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Europe imports nickel from Indonesia, refines it, uses it - and then throws half of it into a landfill without it ever doing a single day of work. Marco Bersani's company gets paid to take that metal back out of the water. Marco Bersani is CEO and Co-Founder of Circular Materials, an Italian company recovering critical metals from industrial wastewater using SWaP (Supercritical Water Precipitation), a metal-agnostic process that precipitates better than 99.9% of dissolved metals into a fine powd
S2 E83: The Oil Embargo Was a Car Crash. The Mineral War Is Cancer. | Tomasz Nadrowski, Amvest Terraden (opens the original)
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In 1973, the oil embargo hit the West like a car crash — sudden, loud, impossible to miss. China's control of critical minerals is the opposite: it's cancer. It grew for thirty years, and most of the West only noticed once it started to hurt. Tomasz Nadrowski is a portfolio manager at Amvest Terraden, where he runs an equity strategy that starts with geopolitics, and the author of "Mineral War: China's Quest for Weapons of Mineral Destruction." He argues this is not a trade dispute and not a com
S2 E82: They Cracked the Rock No One Could Crack | Melissa Sanderson, American Rare Earths (opens the original)
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For years the rule in rare earths was simple: nobody cracks allanite. American Rare Earths says it just did — at Halleck Creek, Wyoming, the largest known rare earth deposit in North America. Melissa Sanderson, director at American Rare Earths and co-chair of the Critical Minerals Institute, returns to Rare Earth Exchanges to catch Dustin Olsen and Daniel O'Connor up on a fast six months: a pilot plant with the Saskatchewan Research Council, a planned NASDAQ listing by year-end, a $456M EXIM Ban
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