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MP Materials and the race to rebuild rare earth supply chains: Ryan Corbett on The Next Big Thing
rare-1.jpg
Mobeen Tahir
Mobeen Tahir

MP Materials and the race to rebuild rare earth supply chains: Ryan Corbett on The Next Big Thing

In the latest episode of The Next Big Thing podcast, we hosted Ryan Corbett, Chief Financial Officer of MP Materials, one of the most strategically important companies in the rare earths space. We discussed why rare earths sit at the centre of the supply chain reset, why NdPr is the real bottleneck, and how demand is broadening well beyond electric vehicles (EVs) into robotics, drones, AI infrastructure and defence. Ryan also explained why scale, policy support and vertical integration matter so much in a market still dominated by China. This blog summarises the key messages Ryan delivered on the show.

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Energy Transition MetalsEnergy TransitionMegatrends
Lithium: the light metal with a heavy impact
rare-9.jpg
Mobeen Tahir
Mobeen Tahir

Lithium: the light metal with a heavy impact

Lithium was once a laboratory curiosity. Today, it sits at the centre of the global shift towards electrification and digitalisation. As electric vehicles scale, battery storage expands, and industrial demand evolves, lithium demand is projected to rise meaningfully over the coming decades. Yet supply growth is expected to slow and remains concentrated in a handful of countries. In this blog, we break down the demand and supply outlook using International Energy Agency projections, with additional insight from our partners at Wood Mackenzie, and explore what this could mean for investors.

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Energy Transition MetalsEnergy TransitionMegatrends
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