Catalyst with Shayle Kann The geopolitics of rare earth elements
42 snips
Apr 24, 2025 
Ahmad Ghahreman, co-founder and CEO of Cyclic Materials, dives into the critical world of rare earth elements (REEs) that are essential for tech and renewable energy. He discusses China's overwhelming grip on the global REE supply chain and explores the ramifications of recent export controls. Ahmad offers insights into how recycling can create a more sustainable alternative and predicts a future where a robust, non-China reliant supply chain could flourish. The conversation unpacks challenges, opportunities, and the importance of innovation in this vital industry.
AI Snips
Chapters
Transcript
Episode notes
Rare Earths Power Electric Motors
- Rare earth elements mainly function in magnets crucial for electric motors and renewable tech.
- Heavy rare earths like dysprosium enable magnets to withstand high temperatures, enhancing motor efficiency.
China's Rare Earth Monopoly
- China dominates rare earth supply chain: ~63% mining, ~90% processing, ~93% magnet manufacturing globally.
- Crucially, China controls 99% of heavy rare earth elements, key for high-temperature motors.
Geology Limits Heavy Rare Earths
- Heavy rare earth elements are mainly in China’s mines; deposits elsewhere lack significant heavy rare earths.
- This geological reality limits options outside China for producing high-temp magnets.