Rare Earth Elements - The Physical AI Conundrum

Rare Earth Elements - The Physical AI Conundrum

From Sprott Radio by Sprott Inc.

May 11, 2026 · 33 min · Episode 93

About this episode

The episode discusses the importance of rare earth elements for the future of AI and various technologies.

With growing talk of robots entering mainstream society, AI may indeed “go physical” in the next few years, but not without a secure, abundant supply of rare earth elements. Same goes for defense, green technologies, EVs and the nascent low altitude economy of drones and eVTOLs. Neodymium iron boron magnets derived from rare earth elements are vital components in all these technologies. Ryan Castilloux from rare earths consultancy, Adamas Intel, joins host Ed Coyne to share his insights on th...

People in this episode

Host: Ed Coyne

Guest: Ryan Castilloux

Topics covered

  • rare earth elements
  • AI
  • technology
  • defense
  • green technologies
  • electric vehicles
  • drones

Keywords

  • rare earth elements
  • AI
  • neodymium iron boron magnets
  • defense
  • green technologies
  • electric vehicles
  • drones
  • eVTOLs

Mentioned in this episode

Organizations: Adamas Intel, Sprott Inc.

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