rare earth compounds

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Sep 30, 2025 by Rene Haas · across every show →

Everything said about rare earth compounds, oldest first

Sep 30, 2025 neutral

Assertion Not checkable as stated

Haas: Rare earth supply bottleneck is refining capacity, not raw minerals

“The access for the minerals are global. There's no issue in getting access to materials. The issue is in the refinement and actually building the factories that can refine the materials.”

Rene Haas Sep 30, 2025 ▶ 13:50 Arm CEO Rene Haas on AI: Nvidia Lessons, Intel’s Decline and the US-China Chip War

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rare earth compounds

Everything said about rare earth compounds, oldest first

Turn any episode into a week of clips.