05 Feb 2026
41m

This Is How The US Can Become a Player in Rare Earth Metals

Podcast cover

Odd Lots

The podcast explores the United States' vulnerability regarding strategic minerals and rare earths, particularly China's dominance in the sector. Heidi Crebo-Rediker, a senior fellow at the Council on Foreign Relations, discusses how the US can leverage innovation to overcome China's chokehold. The conversation highlights the potential of material engineering and biotech innovations, such as rare-earth-free magnets and protein-based extraction from waste, to leapfrog traditional mining limitations. The discussion emphasizes the importance of government and private sector collaboration through offtake agreements and strategic industrial policy. Drawing parallels with the synthetic rubber initiative during World War II, the podcast suggests a focused, well-funded approach to create a robust domestic rare earth industry.

Outlines

Part 1: Context, China's Dominance

Part 2: Innovation, Mining Alternatives

Part 3: Policy, Strategy, Investment

Part 4: R&D, Biotech, Future Outlook

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