@Sustainabledud1: Rare Earth Element (REE) Deep Dive

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Jun 27, 2025

In this discussion, Sustainable Dude, a Substack writer specializing in rare earth elements, brings his expertise to the table. He delves into the chaotic yet promising world of REEs, highlighting China’s market dominance and the West’s potential pathways to building a robust supply chain. Key topics include the environmental challenges of mining, the importance of recycling, and the exciting prospects of Brazilian rare earths. The conversation is rich with insights on investment strategies and the historical context surrounding mining regulations.

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INSIGHT

Specialization in Rare Earth Mining

Rare earth mining products vary widely, including mineral concentrates and rare earth carbonates.
Most miners specialize in producing concentrates and leave processing upstream to specialists, due to market and processing constraints.

INSIGHT

Challenges in Rare Earth Recycling

Rare earth recycling is promising but faces challenges including feedstock collection since magnets strongly adhere to other components.
Large magnet sources like EVs and wind turbines offer the best recycling opportunities.

ADVICE

How To Evaluate Rare Earth Deposits

Evaluate rare earth projects by grade percentage, mineralogy, and accessibility of the minerals (e.g. monazite, bastnäsite).
Transparent technical data and feasibility of processing are crucial for investment decisions.

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Stoked to have Sustainable Dude on the podcast to dive deep into the world of Rare Earth Elements (or REEs). They're messy, complicated, opaque, and rich with opportunity.

We talk processing, refining, production, China's dominance, how the West can build its supply chain, and individual stock names.

This was terrific. Give Sustainable dude a follow and subscribe to his Substack. It is WELL worth the read.

Finally, a big thanks to the following sponsors for making the podcast a reality.

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