rare earth minerals

4 statements across 3 episodes · 1 bullish · 2 bearish · 3 people on the record · first statement Jul 8, 2022 by Jason Calacanis · across every show →

Everything said about rare earth minerals, oldest first

Jul 8, 2022 bullish

Prediction Held up

Calacanis: Global annual rare earth mineral consumption will double by 2030

“You guys probably know we use about a 150 thousand metric tons a year right now. That's gonna double by 2030.”

Jason Calacanis Jul 8, 2022 ▶ 39:30 E86: Macro outlook: jobs, housing, inflation + Dutch farmers protests & EU climate missteps

Jan 20, 2025 negative

Assertion Supported

Swalwell: U.S. is losing to China on rare earth processing and magnetizing

“We're getting our ass kicked by China on this on the you know, not just the mining, but the processing and the magnetizing, but we do have allies who have these resources.”

Eric Swalwell Jan 20, 2025 ▶ 56:13 Inauguration Interviews: Trump's Talent, Dem Rebrand & more w/ Whip Emmer, Reps Swalwell & Khanna

Oct 18, 2025 neutral

Assertion Partly supported

Calacanis: China announced export controls on 12 of 17 critical rare earths

“China announced new export controls on 12 of 17 critical rare earth minerals effective December first.”

Jason Calacanis Oct 18, 2025 ▶ 21:06 Trump: Send National Guard to SF, China Rare Earths Trade War, AI's PR Crisis

Oct 18, 2025 negative

Assertion Partly supported

Friedberg: CCP subsidies in the 1990s left US dependent on Chinese rare earths

“In the nineties, supported by the CCP, ultimately eradicated competition. And made it non-competitive for U.S. Companies. So they exited the market, and now the United States finds itself completely dependent on Chinese suppliers.”

David Friedberg Oct 18, 2025 ▶ 22:34 Trump: Send National Guard to SF, China Rare Earths Trade War, AI's PR Crisis

rare earth minerals

Everything said about rare earth minerals, oldest first

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