The Real Bottleneck in the U.S. Rare Earth Supply Chain episode artwork

EPISODE · Feb 18, 2026 · 2 MIN

The Real Bottleneck in the U.S. Rare Earth Supply Chain

from The SPAC Podcast: Special Purpose Acquisition Company · host Joshua Wilson

Why is feedstock the true bottleneck in the U.S. rare earth supply chain?In this clip, Kanishka Roy breaks down the “mine to magnet” ecosystem and explains why magnet manufacturing is expanding faster than rare earth production. The real constraint isn’t building magnets,  it’s developing and scaling rare earth feedstock. Tactical Resources aims to address that bottleneck with an operational mine and surface level tailings ready for processing.Disclaimer: Michael J. Blankenship is a licensed attorney and partner at Winston Taylor. 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 Connect on LinkedIn: https://www.linkedin.com/in/mikeblankenship/ https://www.linkedin.com/in/joshuabrucewilson/ To Contact Us, Please Visit: https://www.TheSPACPodcast.com/contact/

Episode metadata supplied by the publisher feed · Published Feb 18, 2026

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Why is feedstock the true bottleneck in the U.S. rare earth supply chain? In this clip, Kanishka Roy breaks down the “mine to magnet” ecosystem and explains why magnet manufacturing is expanding faster than rare earth production. The real constraint isn’t building magnets, it’s developing and scaling rare earth feedstock. Tactical Resources aims to address that bottleneck with an operational mine and surface level tailings ready for processing. Disclaimer: Michael J. Blankenship is a ...

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This episode was published on February 18, 2026.

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