A New Rare Earths Supply Chain Is Taking Shape

About this episode

This episode discusses the emerging rare earths supply chain and its implications for investors amidst a global power struggle.

Rare earths are at the center of a global power struggle. In this episode, Canaccord Genuity mining analyst Reg Spencer unpacks the widening gap between explosive demand—from EVs to robotics—and a supply chain tightly controlled by China. He joins host Ed Coyne to explore how the U.S. and its allies are racing to build new supply and what that could mean for investors. This podcast is provided for information purposes only from sources believed to be reliable. However, Sprott does not warrant...

People in this episode

Host: Ed Coyne

Guest: Reg Spencer

Topics covered

• rare earths
• supply chain
• global power struggle
• investing
• electric vehicles
• robotics

Keywords

• rare earths
• supply chain
• China
• investors
• electric vehicles
• robotics
• U.S.

Mentioned in this episode

Organizations: Canaccord Genuity, Sprott

Places: U.S., China

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