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The Essential Podcast, Episode 20: Getting Dirty to Get Clean — Rare Earth Mining and the Energy Transition

Energy transition discussions shift to pragmatism amid policy uncertainty

February 2025 – EU proposals to simplify sustainability rules, Canada’s climate risk management guidelines for financial firms, Rwanda’s proposals for ISSB standards adoption

Exploring tech giant Amazon's approach to water stewardship

How oil major ExxonMobil is approaching the energy transition

Listen: The Essential Podcast, Episode 20: Getting Dirty to Get Clean — Rare Earth Mining and the Energy Transition

About this Episode

Moving away from hydrocarbons isn't all lush forests and clean rivers. Mining for rare earth elements can be a dirty business. Terence Kooyker of Valent Asset Management and Taylor Kuykendall of S&P Global Market Intelligence join the Essential Podcast to talk about how getting clean in the long term may require us to getting dirty right now.

The Essential Podcast from S&P Global is dedicated to sharing essential intelligence with those working in and affected by financial markets. Host Nathan Hunt focuses on those issues of immediate importance to global financial markets – macroeconomic trends, the credit cycle, climate risk, energy transition, and global trade – in interviews with subject matter experts from around the world.

Listen and subscribe to this podcast on our podcast page,  Apple PodcastsGoogle Podcasts, Deezer, and Spotify.

Show Notes

Mined materials are the starting point in the supply chain for much of the global economy and decarbonizing the sector will be critical in meeting global emissions targets, particularly as energy transition increases demand for a number of clean energy raw materials. Read this article for more insight.

From challenges to global trade, concerns in the energy sector, and upheaval in retail industry, corporations and investors are navigating the pandemic's disruptions to global supply chains. Learn more about weak links in the supply chain in S&P Global's latest special report.


The Essential Podcast is edited and produced by Molly Mintz.