Beefeater's Tower Guard 'Rare Earth Elements' - August 29, 2023

Friend of the Space and consummate professional (@Beefeater_Fella on Twitter) joined us for a segment to update on the state of sanctions against Russia addressing key questions:

1) What are REE and what uses do they have?

2) Who produces them and where?

3) Who are the top producers?

4) Global Dynamics of Rare Earth Metal Mining - and China

5) What are we doing to counter the risk of China’s dominance in the REE?

6) How to maximise the opportunity in Africa:

7) The relevance of REE to the War in Ukraine - this could be an underlying motivation for the war.

8) Expected evolution of rare earth metals markets

Beefeater's segment intends to provide data and background for people to understand the importance of REE, who the players are and where opportunities for the future are. He highlights some granular details around Ukraine's reserves which are mostly in the occupied areas, and draws a link to this being an underlying motivation for Russia's land grab.