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rare earths

3 statements across 1 episodes · 1 bullish · 2 bearish · 1 people on the record · first statement Apr 24, 2025 by Brad Gerstner · across every show →

Everything said about rare earths, oldest first

Apr 24, 2025 positive
Opinion
Gerstner: US should use targeted tariffs and subsidies to reshore critical industries
“But I think it's fairly non-controversial that we should have tactic, tactical, narrowly tailored tariffs and tax subsidies and incentives in order to re-onshore some critical capabilities. You know, I mentioned a few chip fabs, some pharma, Critical rare eart…”
Brad Gerstner Apr 24, 2025 ▶ 16:43 Tariffs, Free Trade, Export Controls, H20 & Rare Earth Ban | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
Apr 24, 2025 negative
Assertion Supported
Gerstner: China mines 60% and refines 90% of critical rare earths
“These are about 60% of these materials are mined in China. Ok, so you do have other places on the planet that are, ah, mining these rare earths. The problem is, 90% of them are refined in China.”
Brad Gerstner Apr 24, 2025 ▶ 23:02 Tariffs, Free Trade, Export Controls, H20 & Rare Earth Ban | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
Apr 24, 2025 negative
Assertion Partly supported
Gerstner: China imposed a rare earths export ban on April 5
“China implemented an export ban on rare earths on April fifth.”
Brad Gerstner Apr 24, 2025 ▶ 7:17 Tariffs, Free Trade, Export Controls, H20 & Rare Earth Ban | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
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