Restrictions coming for Rare Earth Magnet Tech? There are reports out of Japan that the PRC may ban exports of some types of rare-earth magnet technology. I do not believe anyone has actually said there is a ban, but restrictions are included in a draft technology export restriction list.

https://asia.nikkei.com/Spotlight/Supply-Chain/China-weighs-export-ban-for-rare-earth-magnet-tech
#The Most Important Thing

China weighs export ban for rare-earth magnet tech

The Most Important Thing

Restrictions coming for Rare Earth Magnet Tech? There are reports out of Japan that the PRC may ban exports of some types of rare-earth magnet technology. I do not believe anyone has actually said there is a ban, but restrictions are included in a draft technology export restriction list.  https://asia.nikkei.com/Spotlight/Supply-Chain/China-weighs-export-ban-for-rare-earth-magnet-tech #The Most Important Thing

Sam Mendoza

Researchers used #Artificial Intelligence to design MagNex, a rare-earth-free permanent magnet 200 times faster

https://interestingengineering.com/innovation/rare-earth-free-permanent-magnet

Artificial Intelligence

Researchers used #Artificial Intelligence to design MagNex, a rare-earth-free permanent magnet 200 times faster  https://interestingengineering.com/innovation/rare-earth-free-permanent-magnet

Permanent magnets are made using rare-earth elements whose supply chains are vulnerable. A rare-earth free magnet is eco-friendly too.

UK firm makes rare earth element-free magnet 200 times faster with AI

Extracting rare earth in non green way like pumping the land full of acid does not require fancy tech and is cheap. Just need to get rid of the environmental laws 🫠

Todd Smith

It’s happening. China plans to restrict exports of two metals—gallium and germanium—that are critical to semiconductors, 5G base stations and solar panel construction, according to The Wall Street Journal. 

https://www.wsj.com/amp/articles/china-restricts-exports-of-two-metals-used-in-high-performance-chips-a649402b?utm_content=article-10793&utm_source=sg&utm_medium=email&utm_campaign=article_email

It’s happening. China plans to restrict exports of two metals—gallium and germanium—that are critical to semiconductors, 5G base stations and solar panel construction, according to The Wall Street Journal.   https://www.wsj.com/amp/articles/china-restricts-exports-of-two-metals-used-in-high-performance-chips-a649402b?utm_content=article-10793&utm_source=sg&utm_medium=email&utm_campaign=article_email

Industry executives see Beijing’s export ban on gallium and germanium as retaliation over chip curbs by the U.S. and others.

China Restricts Exports of Two Minerals Used in High-Performance Chips

Do they have competitors?  Critical space - 

Permanent magnet manufacturing is upstream from virtually every piece of hardware today.
These magnets represent a $45B market in 2022 (growing with 11% CAGR), and are fundamental in the production of everything from fighter jets (which require ~1000 lbs of permanent magnets per plane), to wind turbines (~6000 lbs per turbine), to cars (5-10lbs), all the way to consumer electronics like iPhones (<1 oz per phone).

I just received an investment memo for Niron Magnetics - "the world’s first and only powerful magnet free of critical minerals"  Niron Magnetics have developed the world’s first and only powerful magnet free of critical minerals.

The current permanent magnet market is dominated by rare earth magnets which are mostly
produced in China and cause massive environmental destruction. Niron Magnetics is disrupting this market by creating the world’s first and only powerful magnet free of critical minerals. This has generated a great deal of inbound interest from OEMs, vehicle manufacturers, and renewable suppliers. 
 what do you guys think? 
https://www.nironmagnetics.com/

I just received an investment memo for Niron Magnetics - "the world’s first and only powerful magnet free of critical minerals"  Niron Magnetics have developed the world’s first and only powerful magnet free of critical minerals.  The current permanent magnet market is dominated by rare earth magnets which are mostly produced in China and cause massive environmental destruction. Niron Magnetics is disrupting this market by creating the world’s first and only powerful magnet free of critical minerals. This has generated a great deal of inbound interest from OEMs, vehicle manufacturers, and renewable suppliers.   what do you guys think?  https://www.nironmagnetics.com/

All meaningful returns in life, whether in wealth, relationships, or knowledge, come from compound interest.

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Do they have competitors?  Critical space -   Permanent magnet manufacturing is upstream from virtually every piece of hardware today. These magnets represent a $45B market in 2022 (growing with 11% CAGR), and are fundamental in the production of everything from fighter jets (which require ~1000 lbs of permanent magnets per plane), to wind turbines (~6000 lbs per turbine), to cars (5-10lbs), all the way to consumer electronics like iPhones (<1 oz per phone).

Nate

Very interesting - maybe this is why my Mountain Pass has been tanking 😂

All meaningful returns in life, whether in wealth, relationships, or knowledge, come from compound interest.

🤓 let’s geek out 🤓

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Sam Mendoza

A group of likeminded people in The Most Important Thing are talking about this.