rare earth magnets
also referred to as: rare earth magnet
5 statements across 1 episodes · 3 bullish · 1 bearish · 1 people on the record · first statement Aug 11, 2025 by John Maslin · across every show →
Everything said about rare earth magnets, oldest first
Aug 11, 2025 negative
Aug 11, 2025
Maslin: Every moving piece of US defense hardware requires rare earth magnets
“When you think about national security, every satellite, every drone, every missile, every tank, every ship, every submarine, every piece of hardware that moves, that the defense department uses, needs a rare earth magnet.”
Aug 11, 2025 positive
Aug 11, 2025 positive
Maslin: Autonomous Vehicles, AI Data Centers, and Robotics Require Rare Earth Magnets
“When you think about the next generation technologies that will define the 21st century, whether that's Autonomous vehicles or robotics or the data centers that enable AI, drone technology. All of that has to have a rare earth magnet turning that motor, sensor…”
Aug 11, 2025 bullish
Maslin: Humanoid robotics reaching planned volumes could 10x global rare earth magnet demand
“If we hit the volumes that companies like Optimus or Figure AI are discussing, that could 10 X the global demand for rare earth magnets by themselves, not even touching on the other industries that are going exponential, like drones or cars”