Rare Earth Exchanges
Rare Earth Exchanges
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S2 E78: China Embargoes Gallium. This Montana Mine Has 6x More. — Harvey Kaye, US Critical Materials

00:38:09
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When China restricts gallium exports, U.S. defense contractors can't rebuild the radar systems protecting thousands of miles of airspace. Harvey Kaye, Executive Chairman of US Critical Materials Corporation, explains why Sheep Creek in Montana changes that calculus.

Independently validated as North America's richest rare earth deposit — 9% total rare earth elements, gallium at 300 ppm versus the 50 ppm the U.S. was importing from China — Sheep Creek is the company's crown jewel. But the bigger story is what US Critical Materials is building around it: a full chain from mine through processing through offtake, without sending a gram to China.

Kaye explains the "rock to dock" strategy: a CRADA with Idaho National Labs, an electrochemical membrane reactor, and a full-scale processing plant going up on a U.S. Army base. He also covers the ore-agnostic integration play, AI-driven ore-to-process matching, and the timeline: 1,500 tons in 2026, commercial quantities in 2027, and an IPO targeted for fall 2026.

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S2 E80: Why America Only Graduates 200 Mining Engineers a Year

S2 E80: Why America Only Graduates 200 Mining Engineers a Year

The conversation about America's rare earth ambitions usually centers on ore, mines, and processing capacity. Professor Aaron Noble — department head of Mining & Minerals Engineering at Virginia Tech — argues the real ceiling is people. Aaron joins Dustin and Daniel to explain why talent is the…
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S2 E81: Malaysia Has 16 Million Tons of Rare Earths — 70% Is Off-Limits | Tricia Yeoh

S2 E81: Malaysia Has 16 Million Tons of Rare Earths — 70% Is Off-Limits | Tricia Yeoh

Malaysia is sitting on an estimated 16.1 million tons of rare earths, but roughly 70% of it lies inside permanent forest reserves — and the country's own fragmented governance may keep it from capitalizing on the rest. Dr. Tricia Yeoh, Director of the Asian Institute for Policy and Engagement at th…
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S2 E82: They Cracked the Rock No One Could Crack | Melissa Sanderson, American Rare Earths

S2 E82: They Cracked the Rock No One Could Crack | Melissa Sanderson, American Rare Earths

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, return…
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S2 E79: The Bacteria Pulling Rare Earths From Catalytic Converters

S2 E79: The Bacteria Pulling Rare Earths From Catalytic Converters

Less than 1% of the world's rare earths are recycled — and a Cornell spinout thinks engineered bacteria can change that. In this episode, Dustin Olsen talks with Alexa Schmitz, CEO and co-founder of REEgen, about using bioleaching to recover rare earth elements from catalytic-converter slag, the wa…
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