Turner Caldwell

speaker
475 appearances 3 recordings 2 series first heard Jul 2025 last heard 13 May

Turner Caldwell’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months
2 · May OctJan 26AprJulnow

Recordings per month over the last 12 months — 2 in all, peaking in May 2026 with 2.

Appearances

newest first · ▶ plays the moment
It made China play their rarest card way too early.
Um had they decided, for instance, to attack Taiwan and then played that card, that would have been the optimism.
Optimum moment.
But what happened was is that the in the negotiations around tariffs, they they threatened to play the rare earth card.
In fact, they did actually like reduce exports uh the past couple months, but it was too soon.
Sports.
Like they they played it early, and now there's time for the United States um to catch up.
And this is, you know, in fact, as we saw with MP, you know, and the support they've gotten from the government, another company that were in the process.
Process of investing in called Vulcan Elements is uh is in the space as well.
So
That's good.
Um, and we now have a window in time where we can build out an ecosystem to manufacture rare earth magnets in the United States and do it really, really uh quickly.
So that that's just a place where like there's like there's there's a lot of signal coming out around that as well.
But there's I think the the fact that
there is so much happening and uh and at such a rapid rate, that's where we're seeing um with that's where we're really seeing the advances here because it like the I don't know like people ask me like you like are you pleased with the way the admin's gone?
Yeah I am um what I've been surprised by though is the speed with which they've moved and what's happened is like they're moving at like founder speed and that that becomes infectious and so now you
get you get cycles uh that might have taken a year or two or three to to happen and work things work through the system um in the past and now like we see we're I mean we're standing up a rare earth's capacity in in the United States basically overnight.
Yeah.
That was like a pipe dream four or five months ago and now it's actually happening.
They're they're only the process form is rare.
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