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 & 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 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/
What this episode covers
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 ...
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The Real Bottleneck in the U.S. Rare Earth Supply Chain
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