Dreyfus: China magnet ban put Ford days from shutting down production
Dan Dreyfus · Dan Dreyfus: The Next AI Bottleneck is Copper · Jun 10, 2026 · at 6:06
Investor Dan Dreyfus speaks at the All-In Summit about US vulnerabilities in critical mineral supply chains heavily controlled by China.
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“And the cutoff of samarium cobalt magnets, we learned that the Ford Motor Company was within days, literally days, of their entire production line shutting down. The whole Ford Motor Company.”
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