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rare earth magnets

2 statements across 2 episodes · 1 bullish · 1 bearish · 1 people on the record · first statement May 31, 2022 by James Litinsky · across every show →

Everything said about rare earth magnets, oldest first

May 31, 2022 bearish
Prediction Held up
Litinsky warns of a massive looming supply deficit for NdPr rare earths
“This is NDPR. This is the stuff that we make, the input into magnetics. You can see there's a huge deficit that is looming.”
James Litinsky May 31, 2022 ▶ 6:34 #AIS: MP Materials CEO James Litinsky on rare earths, supply chain, and energy independence
Jul 23, 2025 positive
Insight
Litinsky: Rare earth magnets are the feedstock to physical AI
“So rare earth magnets are really the feedstock to physical AI.”
James Litinsky Jul 23, 2025 ▶ 1:14 Winning the AI Race Part 3: Jensen Huang, Lisa Su, James Litinsky, Chase Lochmiller
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