
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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