Ed Ballard
WSJ climate change and energy transition columnist who covers energy, mining, and supply-chain topics, explaining efforts to recycle rare earth metals from electronic waste.
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Jan 30, 2026 • 12min
How Recycling Could Upend the Rare Earth Metals Market
Ed Ballard, WSJ energy and mining columnist, outlines efforts to recycle rare earths from electronic waste. Dan Gallagher, WSJ market columnist, breaks down why Meta and Microsoft’s AI spending produced different stock reactions. They discuss recycling methods versus mining, supply implications, and contrasting corporate AI strategies in short, punchy segments.
