S1 E47: Tactical Resources - The US needs new rare earth supply

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Rare Earth Exchanges

Dustin Olsen

49 episodes

1 week ago

We're taking you to the heart of one of the most critical and underappreciated battles shaping our modern world: the rare earth element supply chain. Discover the high-stakes dynamics that are fueling international competition, from China’s commanding grip on processing, refining, and value-added production of rare earth elements to the industries and innovations that depend on these indispensable resources. Each week, we expose the geoscience, geopolitics, and economic forces behind the West's growing reliance on China—forces that are hidden in plain sight but impossible to ignore.

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All content for Rare Earth Exchanges is the property of Dustin Olsen and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

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S1 E47: Tactical Resources - The US needs new rare earth supply

Rare Earth Exchanges

34 minutes 51 seconds

3 weeks ago

S1 E47: Tactical Resources - The US needs new rare earth supply

HIGHLIGHTS

Tactical Resources focuses on American assets for domestic production.
The Peak Project is strategically located in Texas, enhancing supply chain security.
Clean processing is a key pillar of Tactical's operational strategy.
The demand for rare earths is driven by various tech-enabled industries.
Tactical is one of the few near-term solutions for US rare earth supply.
The geological advantages of the Peak Project allow for unique processing methods.
Tactical's processing is modular and scalable, allowing for flexibility in operations.
The SPAC route provides Tactical with a platform to access public markets.
Investor confidence will be built through execution and technical milestones.
Partnerships in the ecosystem will be crucial for Tactical's growth.

SUMMARY

In this episode of the Rare Earth Exchanges podcast, host Dustin Olsen and co-host Daniel O'Connor engage with Jeet Basi and Kanishka Roy, leaders of Tactical Resources, to discuss the company's strategic vision in the rare earth elements sector. They explore the unique geological advantages of the Peak Project in Texas, the operational insights that set Tactical apart, and the pressing demand for US-sourced rare earths. The conversation also delves into the company's plans to go public via a SPAC, the scalability of their processing methods, and the future outlook for investors in this burgeoning industry.

CHAPTERS

00:00 Introduction to Tactical Resources and Plum Acquisition
04:15 Strategic Vision and Market Positioning
10:49 Operational Advantages and Scalability
18:36 Geological Uniqueness and Processing Efficiency
27:51 Going Public: Considerations and Challenges
36:01 Future Outlook and Investor Opportunities