magnets

4 statements across 3 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Apr 25, 2024 by Ahmad Ghahreman · across every show →

Everything said about magnets, oldest first

Apr 25, 2024 neutral

Assertion Partly supported

Garaman: China controls 90% of rare earth processing and 95% of magnets

“The processing is over 90% done in China, and magnet manufacturing over 95% done in China.”

Ahmad Ghahreman Apr 25, 2024 ▶ 11:03 Building a supply chain for rare earth elements

Jun 6, 2024 positive

Insight

Baglino: Motor design engineering makes magnet materials highly substitutable

“Magnet materials, for example, are incredibly substitutable. And if you think of the design space as not just the magnet, but the magnet plus the, you know, electromagnetic system it's inside of with the steel And the geometry of the rotor and the stator and t…”

Drew Baglino Jun 6, 2024 ▶ 45:32 Drew Baglino on Tesla’s Master Plan

Apr 24, 2025

Assertion Supported

Gariman: China refines 90% of rare earths and makes 93% of magnets

“So 90% of rare earth elements now are processed and refined in China. And then they go one step ahead again, and they bring in even more material to China, and they manufacture 93% of magnets in China.”

Ahmad Ghahreman Apr 24, 2025 ▶ 8:50 The geopolitics of rare earth elements

Apr 24, 2025 positive

Assertion Supported

Gariman: Rare earth magnets enable the most efficient electric motors

“When we use Rare earth elements in magnets , we end up with the most strong magnets that we are aware of, or we can produce on our planet. And when we use very strong magnets in electric motors, we end up with highest efficiency in those electric motors.”

Ahmad Ghahreman Apr 24, 2025 ▶ 5:00 The geopolitics of rare earth elements

magnets

Everything said about magnets, oldest first

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