rare earths

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

Everything said about rare earths, 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
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