magnets

also referred to as: magnet

3 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Aug 11, 2025 by John Maslin · across every show →

Everything said about magnets, oldest first

Aug 11, 2025 neutral
Assertion Supported
China mines 60% of rare earths but manufactures 94% of magnets
“Today, China mines 55 to 60% of the rare earths. They manufacture 90 to 94% of the magnets. They're actually importing the difference.”
John Maslin Aug 11, 2025 ▶ 9:32 How The Rarest Company On Earth Raised $75M from Altimeter · Sourcery with Molly O'Shea
Aug 11, 2025
Insight
Maslin: Magnet manufacturing cannot simply be turnkey push-button automated
“This is very sophisticated, advanced manufacturing. People tend to think this is buy a piece of equipment, press a button, make a magnet. That is not the case. You need to understand how every step is coupled to the next, and you need to make sure that your ra…”
John Maslin Aug 11, 2025 ▶ 18:48 How The Rarest Company On Earth Raised $75M from Altimeter · Sourcery with Molly O'Shea
Aug 11, 2025 positive
Assertion Not checkable as stated
Maslin: Vulcan Elements produced and shipped magnets within four months
“And in four months, we are already producing magnets. We are making magnets and shipping them to customers qualifying them with customers across our disk drives for data centers that enable AI, automotive applications. Drones, robotics several different defens…”
John Maslin Aug 11, 2025 ▶ 24:11 How The Rarest Company On Earth Raised $75M from Altimeter · Sourcery with Molly O'Shea
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