Can the U.S. Win the Rare Earth Race? A Candid Talk on National Security, AI, and Supply Chains with Carl Coward | Growth Elevated
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Can the U.S. Win the Rare Earth Race? A Candid Talk on National Security, AI, and Supply Chains with Carl Coward | Growth Elevated
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About this listen
In this episode of the Growth Elevated Leadership Podcast, host Julian Castelli sits down with seasoned investor and Neotera founder Carl Coward to unpack one of the most urgent challenges facing U.S. industry today: securing a stable, domestic supply of critical minerals such as lithium, cobalt, rare earths,copper, tin,graphite etc.
Carl shares his global journey through mining and investment banking, his deep concern over U.S. reliance on adversarial nations like China, and the bold private-public efforts underway to rebuild a Western supply chain. They discuss the undeniable link between national security and rare earth processing and what needs to change at the policy level, and the once-in-a-generation ROI potential for investors and engineers alike.
If you've wondered what it really takes to mine, process, and protect the future of American innovation, this is the conversation to hear.
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