Bull, Bear & Beyond – Leading Edge Materials: executive interview

In this interview, we speak with Kurt Budge, CEO of Leading Edge Materials, about the strategic development of the Norra Kärr heavy rare earth project in Sweden. He provides an update on the pending mining lease decision, discusses the redesigned flow sheet that decouples extraction from processing to streamline environmental permitting, and explains the significance of the deposit’s high dysprosium and terbium content. Kurt also highlights how the project is aligned with the evolving regulatory push for independent, ex-China supply chains and comments on the structural pricing bifurcation emerging in the heavy rare earths market. He concludes by outlining the key de-risking catalysts investors can expect over the coming months as the company targets production by 2030, alongside option value from its Woxna graphite and Bihor Sud assets.

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About Bull, Bear & Beyond: Each episode features candid conversations with senior executives and from our own team of experts from across industries, exploring strategy, innovation, and the opportunities shaping their markets and 60-second pieces are a compressed summary of content designed to convey our message in a single, easily shareable hit.