Building a supply chain for rare earth elements

Building a supply chain for rare earth elements

Rare earth elements (REEs) are essential ingredients in electric vehicles, wind turbines, and many electronics. As with most critical minerals, China controls the vast majority of the REE supply chain. And so when it banned the export of REE processing technology last December, it raised concerns about supply. So what will it take to secure the supply of REEs? In this episode, Shayle talks to Ahmad Ghahreman, CEO and cofounder of Cyclic Materials, a rare earth elements recycling company. (Energy Impact Partners, where Shayle is a partner, invests in Cyclic.) They cover topics like: The five high-value REEs used in the permanent magnets inside EVs, wind turbines, and other electronics The many steps in the supply chain, from extraction to end-of-life Building magnets without REEs Increasing production outside of China The role of recycling Why Ahmad is optimistic about developing a supply chain in North America Recommended Resources: MIT Technology Review: The race to produce rare earth elements IEEE Spectrum: Who Will Free EV Motors from the Rare Earth Monopoly? Are growing concerns over AI’s power demand justified? Join us for our upcoming Transition-AI event featuring three experts with a range of views on how to address the energy needs of hyperscale computing, driven by artificial intelligence. Don’t miss this live, virtual event on May 8.

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The truth about data center water usage

The truth about data center water usage

Of all the concerns surrounding the AI boom, data center water usage tops the list. Opponents claim that massive hyperscaler facilities threaten local drinking supplies and drain aquifers. Proponents ...

8 Loka 44min

ERCOT batteries: boom, bust, or rebound?

ERCOT batteries: boom, bust, or rebound?

It’s been a wild few years for grid-scale batteries in Texas. At the start of the decade, the Lone Star State was home to roughly 200 megawatts of battery capacity. Today, that number has skyrocketed ...

1 Loka 37min

The rush for clean, on-site power [partner content]

The rush for clean, on-site power [partner content]

This is a partner episode, brought to you by Bloom Energy. Long interconnection queues, fragile supply chains, and a lack of grid capacity are pushing a wide range of C&I customers to invest in distr...

28 Syys 31min

Anduril's vision for powering maritime defense

Anduril's vision for powering maritime defense

Dual-use technologies and the rise of defense tech are having a moment. But how does the defense sector approach innovations in energy that may be necessary to optimize its fleets? To help answer tha...

24 Syys 32min

AMA: Fuel cells, geopolitics, and the solar growth curve

AMA: Fuel cells, geopolitics, and the solar growth curve

As we head into the final quarter of this pivotal and dramatic year for the energy sector, Catalyst host Shayle Kann takes stock of 2026 so far – and considers what’s to come – in this AMA-style episo...

17 Syys 23min

Do data centers actually increase electricity prices? No...and yes

Do data centers actually increase electricity prices? No...and yes

You don’t have to look far to see the vitriol and backlash ignited by the rapid expansion of hyperscaler data centers. While critics and activists tend to focus their ire on resource consumption and r...

10 Syys 42min

What comes after the data center backlash?

What comes after the data center backlash?

In their early days, data centers were largely welcomed by communities who saw their arrival as an economic boost. Today as concerns around noise levels, power prices, water use, and AI grow, they fac...

3 Syys 47min

The rise of metal fuels

The rise of metal fuels

Diesel generators remain ubiquitous because they offer an unusually powerful combination of low cost, high energy density, long-duration storage, and reliable off-grid power. But their pollution, nois...

27 Elo 40min

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