The SPAC Podcast: Special Purpose Acquisition Company

Rare Earths: The Invisible Backbone of Technology and U.S. National Security

Joshua Wilson

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Rare earths aren’t abstract commodities. They power daily life and national defense.

In this clip, Ranjeet Sundher explains how rare earth magnets sit behind nearly every electronic device from smartphones and laptops to AI chips and advanced defense systems. 

With China historically supplying over 95% of global rare earth magnets, domestic production carries significant economic and national security implications.



Disclaimer: Michael J. Blankenship is a licensed attorney and partner at Winston & Strawn LLP. Joshua Wilson is a licensed Florida real estate broker and holds FINRA Series 79 and Series 63 licensure. The content of this podcast is for informational and educational purposes only and should not be considered legal, financial, or compliance advice. All views and opinions expressed by the hosts and guests are their own and do not necessarily reflect the policies or positions of any regulatory agency, law firm, organization, or employer. Listeners should consult their own legal counsel, compliance teams, or financial advisors to ensure adherence to applicable regulations, including SEC, FINRA, and other industry-specific requirements. This podcast does not constitute a solicitation or recommendation for any financial products or services. Let's 

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Michael Blankenship: How do the rare earths at peak fit into everyday technologies and US national security applications? 

Ranjeet Sundher: What are rare earths they're on? They're on our periodic table. Every electronic button you press on a day-to-day basis has a magnet behind it. You need rare earths to make magnets. Your cell phone, your laptop, anything digital is powered by a rare earth magnet.

You go to a much larger level, ai, chips, magnets, uh, national defense missiles, aircraft carriers, all magnets. Historically, China has supplied 95% plus of the magnets internationally, and 95% plus of the rare earth needed to make magnets internationally. So rare earths slash magnets are a part of our daily life and as part of our national security life as well.