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

19/12/2025 34 min Temporada 1 Episodio 47

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Episode Synopsis

HIGHLIGHTSTactical 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.SUMMARYIn 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.CHAPTERS00:00 Introduction to Tactical Resources and Plum Acquisition04:15 Strategic Vision and Market Positioning10:49 Operational Advantages and Scalability18:36 Geological Uniqueness and Processing Efficiency27:51 Going Public: Considerations and Challenges36:01 Future Outlook and Investor Opportunities

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