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(331)

The Canada-US Trade War: A Bridge Too Far? w/ Jesse Huebsch

The Canada-US Trade War: A Bridge Too Far? w/ Jesse Huebsch

The Canada-US trade war is escalating, threatening to unravel decades of economic integration between two of the world's closest allies. Chris Keefer is joined by returning guest Jesse Hoops to examin...

25 Sep 1h 14min

Megaprojects: Some Assembly Required w/ Ian MacGregor

Megaprojects: Some Assembly Required w/ Ian MacGregor

Canada is once again attempting to build nuclear megaprojects after a long pause, making the experience of people who have actually delivered recent large industrial projects increasingly valuable. Ia...

3 Sep 54min

The State of Fusion Energy w/ Gerrit Bruhaug

The State of Fusion Energy w/ Gerrit Bruhaug

Fusion has spent nearly a century as the energy source of the future. In this episode, I’m joined by fusion scientist Gerrit Bruhaug to ask what has actually been achieved, what remains unsolved, and ...

13 Aug 1h 24min

Sunk Costs & Diminishing Returns of Iran's Nuclear Program w/ Farzan Sabet

Sunk Costs & Diminishing Returns of Iran's Nuclear Program w/ Farzan Sabet

Iran’s nuclear program is now more than seven decades old, stretching from the Shah’s ambitious Atoms for Peace-era plans to the Islamic Republic’s pursuit of enrichment, missile capability and nuclea...

6 Aug 1h 25min

Biomass Masterclass w/ Mark Nelson

Biomass Masterclass w/ Mark Nelson

For almost the whole of human history, wood was the main act. It was the fuel that cooked food and smelted iron, the material that framed every house and hull, and the first bulk commodity ever moved ...

31 Jul 1h 10min

Ernie Moniz: Reflections on the JCPOA

Ernie Moniz: Reflections on the JCPOA

Former U.S. Secretary of Energy Ernest Moniz joins Decouple to examine the history of Iran’s nuclear program and the negotiations that produced the 2015 Joint Comprehensive Plan of Action. As the agre...

23 Jul 43min

Fission Impossible? Financing New Nuclear w/ Michael Seely

Fission Impossible? Financing New Nuclear w/ Michael Seely

Why are nuclear power plants so difficult to finance, and who ultimately pays when megaprojects run late or over budget? Chris Keefer is joined by returning guest Michael Seely, The Atomic Blender, fo...

16 Jul 1h 29min

CANDU: The Truly Modular Reactor w/ Navid Badie

CANDU: The Truly Modular Reactor w/ Navid Badie

In this reactor deep dive, Chris Keefer is joined by Navid Badie, Chief Nuclear Engineer at Candu Energy Inc, to explain the inner workings of the distinctive CANDU reactor. They trace how Canada’s de...

24 Jun 1h 9min

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