#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 ProductionWhy Critical Minerals Matter More Than EverOpportunities for EntrepreneursThe Capital Market ShiftU.S. Trade Policy and TariffsThe Future of Clean MineralsMistakes 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 LinksNicholaus Rohleder | Climate CommoditiesConnect with Somil on LinkedIn | Connect with Silas on LinkedInFollow CleanTechies on LinkedInThis 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 Minerals05:06 Historical Context of U.S. Mineral Production09:53 Talent and Knowledge Gaps in the Industry12:10 The Need for Domestic Production20:30 The Key Minerals28:51 Opportunities in the Critical Minerals Value Chain34:32 Technological Innovations and Local Production43:05 Cost Dynamics [Paywall Begins]44:04 Building Successful Companies in Critical Minerals46:52 Common Mistakes in the Critical Minerals Sector51:52 Current Trends in Capital Investment55:42 Investment Opportunities56:00 Advice for Start-ups in the Sector57:06 Government Involvement and Policy Implications Support the show Every ClimateTech Entrepreneur needs a reliable partner for their legal needs. Why settle for less than the best? 💪🏽 Reach out to Goodwin Law today; the law firm of choice for hundreds of ClimateTech Entrepreneurs worldwide. They have you covered from funding docs to offtake contracts to IPO and M&A support. GoodwinLaw.com (and tell them CleanTechies sent you!)