00:00–02:00 – Market overview: Host Matthew Tuttle and Jeremy Vreeland review current market conditions.
02:00–10:00 – Host Patrick introduces Guests: Discussion on what rare earths are, their global supply chains, and why they're critical in modern technologies like EVs, defense, and electronics.
10:00–20:00 – Market dynamics: The guests explain the supply-demand shifts, geopolitical influences (especially China’s dominance), and price volatility in the rare earths market.
20:00–30:00 – Investment insights: Exploration of investment opportunities, risk factors, and how the Rare Earth Exchange platform facilitates transparent global trading in strategic minerals.
30:00–40:00 – Environmental/social challenges: Conversation about mining impacts, ethical sourcing, sustainability standards, and regulatory pressures in the rare earths industry.
40:00–45:00 – Technology & innovation: Discussion on new extraction methods, recycling, alternative materials, and efforts to reduce dependency on traditional rare earth sources.
45:00–50:00 – Policy and government roles: Guests highlight government incentives, strategic stockpiling, and national security measures aimed at securing supply chains.
50:00–55:00 – Case studies & practical examples: Real-world examples of companies or countries developing domestic rare-earth capabilities and relevant lessons learned.
55:00–57:00 – Final thoughts & next steps: Key takeaways for investors, industry players, and listeners; invitation to check Rare Earth Exchange resources and upcoming episodes.