The geopolitics of rare earth elements

Of all the concerns surrounding the AI boom, data center water usage tops the list. Opponents claim that massive hyperscaler facilities threaten local drinking supplies and drain aquifers. Proponents say data centers use a negligible amount of water, at least compared to agricult ...  Show more

It’s been a wild few years for grid-scale batteries in Texas. At the start of the decade, the Lone Star State was home to roughly 200 megawatts of battery capacity. Today, that number has skyrocketed to seventeen gigawatts…with at least five more gigawatts expected to come online ...  Show more

ICYMI: Joshua Ballard, CEO of USA Rare Earth, discusses the challenges faces American companies interested in producing and refining the crucial raw materials that are used in the likes of missiles, electric vehicles, MRI machines and other advanced technologies - while China sta ...  Show more

As the world pivots towards a green energy future, the dominance of rare earth elements has never been more crucial. Yet, while the West has been preoccupied with other geopolitical challenges, China has quietly taken control of this vital industry. This episode delves into the s ...  Show more

The XXIst century economy will be powered by 'critical minerals' such as lithium, nickel, cobalt, and rare earths. China has spent the past 20 years building a dominant position across the supply chain for these metals.The rest of the world is finally waking up to the economic an ...  Show more

With global temperatures rising and an increasing urgency to speed progress on the energy transition, our Head of Sustainability Equity Research examines the key materials needed—and the risks of disruption from US-China trade tensions.

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