Sprott Radio

Rare Earth Elements - The Physical AI Conundrum

May 11, 2026·33 min
Episode Description from the Publisher

With growing talk of robots entering mainstream society, AI may indeed “go physical” in the next few years, but not without a secure, abundant supply of rare earth elements. Same goes for defense, green technologies, EVs and the nascent low altitude economy of drones and eVTOLs. Neodymium iron boron magnets derived from rare earth elements are vital components in all these technologies. Ryan Castilloux from rare earths consultancy, Adamas Intel, joins host Ed Coyne to share his insights on th...

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