The Ledger

Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.

clear all ✕

why aren't all 9 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable

Assertion Contradicted
Maslin: Virtually 100% of Magnet-Making Equipment Comes from China
“If China manufactures, 94% of the global supply of these magnets, where do you think all of the equipment to make those magnets comes from? It's virtually a hundred percent.”
John Maslin Aug 11, 2025 ▶ 10:04 How The Rarest Company On Earth Raised $75M from Altimeter · Sourcery with Molly O'Shea
Assertion Partly supported
Maslin: Vulcan Elements won DOD contracts across every military branch
“One thing that we're really proud of here is we've won several DOD contracts over the line, over the last nine months with every branch of the military, top priority programs, making sure that the defense industrial base has the material that it needs to go an…”
John Maslin Aug 11, 2025 ▶ 24:31 How The Rarest Company On Earth Raised $75M from Altimeter · Sourcery with Molly O'Shea
Assertion Supported
DOD rules ban Chinese magnets in defense hardware by 2027
“If you look at section eight, 44 of the fiscal year, 21, NDAA, they actually banned the use of Chinese magnets and there have been follow on addendums that say by January first of 20, 27, you need any company that sells to the DOD. If there's a magnet, which i…”
John Maslin Aug 11, 2025 ▶ 37:19 How The Rarest Company On Earth Raised $75M from Altimeter · Sourcery with Molly O'Shea
Assertion Supported
Maslin: China Produces Up to 94% of Rare Earth Magnets, US Under 1%
“China was producing over 90, up to 94% of the global supply and the US was producing less than one percent.”
John Maslin Aug 11, 2025 ▶ 4:53 How The Rarest Company On Earth Raised $75M from Altimeter · Sourcery with Molly O'Shea
Assertion Contradicted
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.”
John Maslin Aug 11, 2025 ▶ 5:36 How The Rarest Company On Earth Raised $75M from Altimeter · Sourcery with Molly O'Shea
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
Assertion Supported
Maslin: Vulcan co-founder opened one of first US magnetics labs in 20 years
“My co-founder, he's a PhD in electrical engineering with a focus on magnetics. He opened one of the first rare with magnetic slabs in the United States in two decades. Down at the University of Central Florida.”
John Maslin Aug 11, 2025 ▶ 14:41 How The Rarest Company On Earth Raised $75M from Altimeter · Sourcery with Molly O'Shea
Assertion Supported
Maslin: Rare earth magnets hold up to 150 times their weight
“These magnets can hold up to a 150 times their weight.”
John Maslin Aug 11, 2025 ▶ 21:38 How The Rarest Company On Earth Raised $75M from Altimeter · Sourcery with Molly O'Shea
Assertion Supported
Maslin: MP Materials operates North America's only scaled rare earth mine
“In MP materials, they operate the only scaled rare earth mine in North America right now.”
John Maslin Aug 11, 2025 ▶ 23:23 How The Rarest Company On Earth Raised $75M from Altimeter · Sourcery with Molly O'Shea
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