Value Hive Podcast @Sustainabledud1: Rare Earth Element (REE) Deep Dive
Jun 27, 2025
In this discussion, Sustainable Dude, a Substack writer specializing in rare earth elements, brings his expertise to the table. He delves into the chaotic yet promising world of REEs, highlighting China’s market dominance and the West’s potential pathways to building a robust supply chain. Key topics include the environmental challenges of mining, the importance of recycling, and the exciting prospects of Brazilian rare earths. The conversation is rich with insights on investment strategies and the historical context surrounding mining regulations.
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Rare Earth Chemistry and Naming
- Rare earth elements comprise 15 to 17 chemically similar elements mostly found together in deposits.
- The term "rare earths" is misleading; they are mostly lanthanides grouped due to similar chemistry and occurrence.
China's Rare Earth Export Controls
- China controls the heavy rare earths and export controls target the rarest seven elements with dual-use military and civilian applications.
- Supply concentration and China's dominance give them leverage in these critical heavy rare earths like dysprosium and terbium.
Rare Earth Supply Concentration
- Only five mines produce about 85% of global rare earth supply, mostly light rare earths.
- Heavy rare earths demand is met mainly by ionic clay mining, which is less traditional and environmentally challenging.