Magnets

topic on 3 shows · 7 statements across 4 episodes · said 1 times in 1 episodes since 2026

BigDeal 1 Sourcery Catalyst

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7 statements about Magnets, every show

SOURCERY Assertion Supported
China mines 60% of rare earths but manufactures 94% of magnets
“Today, China mines 55 to 60% of the rare earths. They manufacture 90 to 94% of the magnets. They're actually importing the difference.”
John Maslin Aug 11, 2025 ▶ 9:32 How The Rarest Company On Earth Raised $75M from Altimeter · Sourcery with Molly O'Shea
SOURCERY Insight
Maslin: Magnet manufacturing cannot simply be turnkey push-button automated
“This is very sophisticated, advanced manufacturing. People tend to think this is buy a piece of equipment, press a button, make a magnet. That is not the case. You need to understand how every step is coupled to the next, and you need to make sure that your ra…”
John Maslin Aug 11, 2025 ▶ 18:48 How The Rarest Company On Earth Raised $75M from Altimeter · Sourcery with Molly O'Shea
SOURCERY Assertion Not checkable as stated
Maslin: Vulcan Elements produced and shipped magnets within four months
“And in four months, we are already producing magnets. We are making magnets and shipping them to customers qualifying them with customers across our disk drives for data centers that enable AI, automotive applications. Drones, robotics several different defens…”
John Maslin Aug 11, 2025 ▶ 24:11 How The Rarest Company On Earth Raised $75M from Altimeter · Sourcery with Molly O'Shea
CATALYST Assertion Supported
Gariman: Rare earth magnets enable the most efficient electric motors
“When we use Rare earth elements in magnets , we end up with the most strong magnets that we are aware of, or we can produce on our planet. And when we use very strong magnets in electric motors, we end up with highest efficiency in those electric motors.”
Ahmad Ghahreman Apr 24, 2025 ▶ 5:00 The geopolitics of rare earth elements
CATALYST Assertion Supported
Gariman: China refines 90% of rare earths and makes 93% of magnets
“So 90% of rare earth elements now are processed and refined in China. And then they go one step ahead again, and they bring in even more material to China, and they manufacture 93% of magnets in China.”
Ahmad Ghahreman Apr 24, 2025 ▶ 8:50 The geopolitics of rare earth elements
CATALYST Insight
Baglino: Motor design engineering makes magnet materials highly substitutable
“Magnet materials, for example, are incredibly substitutable. And if you think of the design space as not just the magnet, but the magnet plus the, you know, electromagnetic system it's inside of with the steel And the geometry of the rotor and the stator and t…”
Drew Baglino Jun 6, 2024 ▶ 45:32 Drew Baglino on Tesla’s Master Plan
CATALYST Assertion Partly supported
Garaman: China controls 90% of rare earth processing and 95% of magnets
“The processing is over 90% done in China, and magnet manufacturing over 95% done in China.”
Ahmad Ghahreman Apr 25, 2024 ▶ 11:03 Building a supply chain for rare earth elements

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