Rare Earth Emergency
Decouple8 Sep 2025

Rare Earth Emergency

This week, we talk about rare earth metals. What are they, where do they come from, and how are they redefining global power? I’m joined by David Abraham, a natural resource strategist who saw the future of rare earths in 2010 while working in Japan's Ministry of Economy, Trade and Industry. When China cut off rare earth exports over a territorial dispute, Abraham realized these obscure elements, sprinkled into our steel, the magnets in our speakers, the phosphors in our screens, held more geopolitical power than oil ever could. The warnings in his book, “The Elements of Power,” now written 10 years ago, feel like reading a prophecy. Half the periodic table now flows through your iPhone, and China controls 90% of the world's refining capacity for these critical materials. As trade wars escalate and great power competition returns, the country that controls rare earths may control the Earth itself.

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Episoder(321)

The Gas Turbine: The Final Revelation in Humanity’s Pantheon of Prime Movers (w/ David Helmer)

The Gas Turbine: The Final Revelation in Humanity’s Pantheon of Prime Movers (w/ David Helmer)

David Helmer spent years working on cooling systems for GE jet turbines before moving to Boston Consulting Group, the Applied Physics Laboratory, and West Point. He joins Decouple to explain why the g...

12 Mai 1h 5min

Understanding the World's Most Unusual Commodity Cycle

Understanding the World's Most Unusual Commodity Cycle

Grant Isaac, President and COO of Cameco, joins Decouple to explain why uranium behaves unlike any other commodity. With essentially zero fundamental in-year demand, a spot market that reports prices ...

30 Apr 1h 18min

The Absolute Best Water Reactor: What Happened to the World’s Fastest Constructed Reactor?

The Absolute Best Water Reactor: What Happened to the World’s Fastest Constructed Reactor?

Nuclear construction once hit timelines that today sound implausible. First of a kind reactors completed in under four years, delivered at lower cost than mature designs, and executed with a level of ...

23 Apr 1h 9min

Nuclear Reprocessing: Promise vs Reality

Nuclear Reprocessing: Promise vs Reality

In this episode of Decouple, Chris Keefer is joined once again by Michael Seely of the Atomic Blender to explore nuclear fuel reprocessing and the promise of unlocking vastly more energy from existing...

9 Apr 1h 41min

Greenwashing with Chinese Characteristics

Greenwashing with Chinese Characteristics

In this episode we are joined by Seaver Wang to discuss the physical foundations of China’s industrial dominance in solar, batteries, electric vehicles, semiconductors, rare earth magnets, and aluminu...

2 Apr 1h 6min

The Luxury Beliefs That Broke Europe’s Energy System | Doomberg

The Luxury Beliefs That Broke Europe’s Energy System | Doomberg

Europe once treated energy as the foundation of civilization. After the oil shocks of the 1970s, it built nuclear at scale, opened the North Sea, and secured long term pipeline supply. That system pro...

24 Mar 1h 17min

What's happening with CANDU?

What's happening with CANDU?

This episode features Joe St. Julian, President of Nuclear at AtkinsRéalis, outlining why Canada may be closer to a new nuclear fleet build than most observers realize. Drawing on his background deliv...

19 Mar 1h 16min

The Week LNG Became a Target

The Week LNG Became a Target

The Iranian drone strike on Qatar’s Ras Laffan industrial complex has sent shockwaves through global energy markets, triggering force majeure on 20 percent of the world’s LNG supply and closing the St...

13 Mar 1h 15min

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