#236 Critical Minerals: A Master Class on How to Win w/ Nicholaus Rohleder

We’re doing something a bit different…🤔 We’re exploring the urgent and evolving landscape of critical minerals with Nicholaus Rohleder from Climate Commodities. Nick, an investor and expert in the field, breaks down how the U.S. went from a leader in mineral production to heavy reliance on foreign sources—and why the time is now for entrepreneurs to help rebuild domestic supply chains. Key Topics Covered: The Rise and Fall of U.S. Mineral Production Why Critical Minerals Matter More Than Ever Opportunities for Entrepreneurs The Capital Market Shift U.S. Trade Policy and Tariffs The Future of Clean Minerals Mistakes Founders Make Nick teaches a class on this at UPenn, so this is serious value ($$$) — if you’re a investor, policymaker, or entrepreneur looking to understand the critical minerals space, this is for you. --- 🌎 Want the full Pod? Become a paid sub today (cleantechies.substack.com/subscribe) --- 📺 Watch on YouTube Links Nicholaus Rohleder | Climate Commodities Connect with Somil on LinkedIn | Connect with Silas on LinkedIn Follow CleanTechies on LinkedIn This podcast is NOT investment advice. Do your homework and due diligence before investing in anything discussed on this podcast. Topics 01:23 Landscape of Critical Minerals 05:06 Historical Context of U.S. Mineral Production 09:53 Talent and Knowledge Gaps in the Industry 12:10 The Need for Domestic Production 20:30 The Key Minerals 28:51 Opportunities in the Critical Minerals Value Chain 34:32 Technological Innovations and Local Production 43:05 Cost Dynamics [Paywall Begins] 44:04 Building Successful Companies in Critical Minerals 46:52 Common Mistakes in the Critical Minerals Sector 51:52 Current Trends in Capital Investment 55:42 Investment Opportunities 56:00 Advice for Start-ups in the Sector 57:06 Government Involvement and Policy Implications Support the show If you're gonna change the world, you're gonna need a world-class team. Partner with ErthTech Talent to help you do that, for less. 70+ Placements 5+ Years (exclusively in CleanTech) The Lowest Fees in the Market (12-15% of first-year salary) 90-day placement guarantee It's really hard to say no to that. Wait?! -- The best service is also the cheapest? Seems too good to be true, but it's the entire reason we started this company. We believe that Climate entrepreneurs are doing important work, and there should be a firm to help them find the best talent, without it breaking the bank. Reach out today for a free assessment of your hiring process. [email protected]