rare earths processing
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Apr 26, 2025 by David Sacks · across every show →
Everything said about rare earths processing, oldest first
Apr 26, 2025 neutral
Sacks: China controls over 90% of global rare earth processing
“They're responsible today for over 90% of the processing of rare earths, and then the next step in the supply chain is that those rare earths get cast into rare earth magnets, which are a critical component in pretty much every electric motor”