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IXR and Advanced Magnet Lab are joining forces to help close the loop on supply of rare earths critical to the US industrial base and defense.

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Ionic Rare Earths Limited

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540,524 просмотров • 3 месяцев назад •via X (Twitter)

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On this episode of the Roundtable, the panel talked about the forces reshaping global markets, from China’s influence and supply-chain security to AI, geopolitics, Bitcoin, and the growing importance of rare earths. Special thanks to REalloys for joining the discussion and explaining the importance of heavy rare earths, recycling, downstream processing, and building a North American mine-to-magnet ecosystem. Disclaimer: This episode is for informational and educational purposes only. Nothing discussed on this panel constitutes financial advice. Please conduct your own research before making any investment decisions.
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On this episode of the Roundtable, the panel talked about the forces reshaping global markets, from China’s influence and supply-chain security to AI, geopolitics, Bitcoin, and the growing importance of rare earths. Special thanks to REalloys for joining the discussion and explaining the importance of heavy rare earths, recycling, downstream processing, and building a North American mine-to-magnet ecosystem. Disclaimer: This episode is for informational and educational purposes only. Nothing discussed on this panel constitutes financial advice. Please conduct your own research before making any investment decisions.

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#WATCH | Delhi | EAM Jaishankar says, "We are today signing a bilateral India-US framework on securing supplies of mining and processing of critical minerals and rare earths. This is something we have also discussed today at the Quad meeting and whether we are doing it bilaterally, or in the Quad format or as a larger gathering of like-minded nations, it is something very timely and critical. This framework aims to deepen our cooperation across the entire critical minerals and rare earth supply chain, including mining, processing, recycling and related investment. It will strengthen resilient and diversified supply chains, help us to collaborate and financing and with the effective management of critical minerals and rare earths... It is one more sign of how close our cooperation is in a world where there are so many challenges but also so many opportunities..." (Source: DD)
1:23

#WATCH | Delhi | EAM Jaishankar says, "We are today signing a bilateral India-US framework on securing supplies of mining and processing of critical minerals and rare earths. This is something we have also discussed today at the Quad meeting and whether we are doing it bilaterally, or in the Quad format or as a larger gathering of like-minded nations, it is something very timely and critical. This framework aims to deepen our cooperation across the entire critical minerals and rare earth supply chain, including mining, processing, recycling and related investment. It will strengthen resilient and diversified supply chains, help us to collaborate and financing and with the effective management of critical minerals and rare earths... It is one more sign of how close our cooperation is in a world where there are so many challenges but also so many opportunities..." (Source: DD)

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US President Trump and Australian Prime Minister Anthony Albanese signed a rare earths and critical minerals agreement aimed at ensuring a steady supply of the materials at a time when China is trying to tighten control over global supply
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US President Trump and Australian Prime Minister Anthony Albanese signed a rare earths and critical minerals agreement aimed at ensuring a steady supply of the materials at a time when China is trying to tighten control over global supply

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On his first day in office, President Trump issued an Executive Order to establish the US as a global leader in rare earths. Now, a South Carolina-based company has developed the first magnet made in America in 25 years. We are loosening the chokehold China has on this critical sector. South Carolina led the way, and the US is taking back control of its supply chains.
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On his first day in office, President Trump issued an Executive Order to establish the US as a global leader in rare earths. Now, a South Carolina-based company has developed the first magnet made in America in 25 years. We are loosening the chokehold China has on this critical sector. South Carolina led the way, and the US is taking back control of its supply chains.

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On this episode of the Roundtable, the panel examined the geopolitical forces reshaping global markets, from the Iran conflict and energy security to AI infrastructure, semiconductor demand, and the growing importance of critical minerals. Special thanks to REalloys for joining the discussion and explaining how they're building a fully integrated North American rare earth supply chain to strengthen domestic manufacturing and reduce reliance on foreign sources for critical materials.
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On this episode of the Roundtable, the panel examined the geopolitical forces reshaping global markets, from the Iran conflict and energy security to AI infrastructure, semiconductor demand, and the growing importance of critical minerals. Special thanks to REalloys for joining the discussion and explaining how they're building a fully integrated North American rare earth supply chain to strengthen domestic manufacturing and reduce reliance on foreign sources for critical materials.

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.The Joint Staff 🇺🇸 Chairman Gen. Dan Caine: "The President’s budget supports the department’s goal of recharging the defense industrial base, and the national industrial base; those small mom and pop manufacturing companies that are out there in your districts that help us generate combat capability and combat capacity, to ensure that we're globally integrated, and properly armed and ready, when, and if, our nation calls on us."
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.The Joint Staff 🇺🇸 Chairman Gen. Dan Caine: "The President’s budget supports the department’s goal of recharging the defense industrial base, and the national industrial base; those small mom and pop manufacturing companies that are out there in your districts that help us generate combat capability and combat capacity, to ensure that we're globally integrated, and properly armed and ready, when, and if, our nation calls on us."

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🇺🇸🇯🇵 Trump and Takaichi sign critical minerals framework and alliance implementation agreements 📄 Implementation of the Agreement Toward a New Golden Age for the Japan–US Alliance 📄 United States–Japan Framework for Securing the Supply of Critical Minerals and Rare Earths through Mining and Processing
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🇺🇸🇯🇵 Trump and Takaichi sign critical minerals framework and alliance implementation agreements 📄 Implementation of the Agreement Toward a New Golden Age for the Japan–US Alliance 📄 United States–Japan Framework for Securing the Supply of Critical Minerals and Rare Earths through Mining and Processing

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Steve Bannon Lays Out The 3 Key Elements Of The Trump-Xi Trade Deal: 1. Advanced Chip Design 2. Taiwan And The Defense Of Taiwan 3. Rare Earths
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🚨In a few years, America may not need to buy rare earths from China anymore, says chemist Dr James Tour. Why? Because he and his team have pioneered an incredible process to quickly extract rare earths from things we have abundantly available: electronic waste and industrial waste. It’s called flash Joule heating. And it can be used to efficiently separate out rare earths and other critical minerals from e-waste, industrial waste, and mine tailings—all of which are plentiful in America. The process is quick and relatively clean and inexpensive compared to the process it takes to extract rare earths from ore. And rare earths and minerals are infinitely recyclable, unlike plastics, so the same process can be repeatedly applied to old electronics, retired military equipment, etc. “This will solve the problem. It won't solve it overnight, because we have to gear up… but it could solve the whole problem within five years,” Tour says.
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🚨In a few years, America may not need to buy rare earths from China anymore, says chemist Dr James Tour. Why? Because he and his team have pioneered an incredible process to quickly extract rare earths from things we have abundantly available: electronic waste and industrial waste. It’s called flash Joule heating. And it can be used to efficiently separate out rare earths and other critical minerals from e-waste, industrial waste, and mine tailings—all of which are plentiful in America. The process is quick and relatively clean and inexpensive compared to the process it takes to extract rare earths from ore. And rare earths and minerals are infinitely recyclable, unlike plastics, so the same process can be repeatedly applied to old electronics, retired military equipment, etc. “This will solve the problem. It won't solve it overnight, because we have to gear up… but it could solve the whole problem within five years,” Tour says.

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🚨Supply chains are the new battlefield. China withheld PPE and meds during COVID. Now they’re tightening control over rare earths and critical minerals. Russia’s playing with our uranium.

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This is huge for the commodity sector US minerals and supply chain czar David Copley on the US plans to regain independence: - Mining will get a lot of attention from governments around the world - Mining is a priority area for US national development - Critical minerals in the US are priority no. 1 - The US will continue stockpiling minerals - The US wants to increase profitability in the rare earth space - Over the next few years, the US is going to invest 100s of B in the mining sector - The US wants a roadmap for every mineral vital to its economy This is a game changer for the industry, especially with regard to rare earths. Rare earths aren’t rare, but their mining and processing are very environmentally damaging. Western companies with ESG mandates can’t compete with Chinese counterparts, which don’t face these regulations and also enjoy state subsidies. The result was absolute dominance. China’s subsidized low prices forced Western companies out of business and increased China’s market share to up to 97% of rare earth processing and ~60% of rare earth mining. In the future, I wouldn’t be surprised if there are two pricing schemes for critical minerals: one for China/BRICS and one for the West. This race to regain critical minerals independence will lead to more supply shocks and subsequent price spikes.... creating a once-in-a-lifetime opportunity in the commodity space. The era of commodities is about to begin
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On this episode of the Roundtable, the panel talked about Bitcoin, the Iran conflict, and the Strait of Hormuz. They also looked at AI, China, rare earths, and the growing push for stronger U.S. supply chains. The discussion then turned to magnets and why they matter for defense, AI, and manufacturing. The panel also looked at how the U.S. is trying to reduce its reliance on China for critical materials. Special gratitude to REalloys for joining the conversation and sharing what the company is building in the rare earth and magnet space. The team also discussed its U.S. Army partnership, domestic production plans, and recycling efforts. Disclaimer: This episode is for informational and educational purposes only. Nothing discussed on this panel constitutes financial advice. Please conduct your own research before making any investment decisions.
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