Navigating The Currents of Change

Shaheen Chohan

Joe Govreau

Amid evolving trade agreements and rising geopolitical pressure, rare earth elements are once again in the global spotlight. In this episode of Navigating the Currents of Change, Shaheen Chohan, VP of Global Analytics at IIR, is joined by Joe Govreau, VP of Research Operations for the Metals & Minerals industry, to break down the latest developments around rare earth minerals, permanent magnets, and the multi-billion-dollar projects shaping the global supply landscape.

They explore the recent U.S.–China agreements on critical materials, China's supply dominance, and how permitting, environmental constraints, and policy responses like the U.S. FAST-41 program and Europe’s Critical Raw Materials Act are impacting the trajectory of over $50 billion in global investment.

Whether you're tracking electric vehicles, semiconductors, or defense sector supply chains, this conversation offers deep insight into a strategically vital commodity class.