Latest / Catalyst with Shayle Kann
The geopolitics of rare earth elements
China’s new export controls on rare earth elements (REEs) are a problem for EVs, renewables, and other industries that rely on the minerals, especially the permanent magnets they’re used in. The vast majority of the global supply chain is in China. Plus, Chinese companies control supply chain operations around the world.
So is it possible to stand up a rare earth supply chain outside of China’s control?
In this episode, Shayle talks to Ahmad Ghahreman, co-founder and CEO of REE recycler Cyclic Materials. (Energy Impact Partners, where Shayle is a partner, invests in Cyclic.) They cover topics…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.