Kevin H

Critical minerals midstream | Rare earths, magnets, China leverage | Onshoring REE & battery materials | Oklahoma | Views own | $IIONF VP North America

[Kevin H @KevinHobbie]

1/ Everyone talks rare earth mines. The choke that actually decides who has magnets sits in the middle: separation, metal, and magnet manufacturing.

[Kevin H @KevinHobbie]

@BreakingDefense Tracking and staying on target is the hard part of any laser, and ACS already does that with Bullfrog. Pair it with a beam, build it here and field it by the thousands. Drones are cheap. Our defense against them has to be cheap and American made too.

[Kevin H @KevinHobbie]

@mining Carbonate out of Brazil is step one. The value lands where it gets separated, turned into metal and pressed into magnets. A long-term buyer backed by Washington is the kind of demand that gets those plants built. Put every step after the mine on American soil.

[Kevin H @KevinHobbie]

@continetti Freedom's forge starts with the parts nobody sees. Magnets, motors, explosives and castings. Every one of them that goes into an American weapon should be made on American soil.

[Kevin H @KevinHobbie]

@Aviation_Intel General Atomics says it has the factory base to build these once customers commit. So commit. Start with the artillery version, sign real orders and build the line on American soil.

[Kevin H @KevinHobbie]

@AtomsNotBits Anduril paid for this one itself and got it to orbit fast. Its infrared sensor keeps tracking spacecraft through Earth's shadow. Space Force should buy these at volume and keep the whole build on American soil.

[Kevin H @KevinHobbie]

@GraphiteOne The heavy rare earths ride in the same garnet the graphite mine will already be digging up. No separate mine to permit and build. That could be one of the fastest paths to American magnet supply. Prove the recovery at Ames and get it moving.

[Kevin H @KevinHobbie]

@HGEOgov @DOECMEI Not one school in New England has a mining program that qualifies for this money. Fix that fast. Mines, separation plants and magnet lines on American soil need American engineers to run them.

[Kevin H @KevinHobbie]

@AndurilObserver Anduril built the jet, Shield AI flew two of them as a team, and the government owns the software interface in between. That keeps every supplier honest. Now order them by the hundreds and build them on American soil.

[Kevin H @KevinHobbie]

@USAmbNATO @USAmbPoland @ExportGov Spending pledges only matter once they turn into munitions, drones and interceptors rolling off the line. Build those lines, and the magnets and motors inside them, here on American soil.

[Todd Hagopian | Stagnation Assassin @ToddHagopian]

This week, spend one hour on your floor with a stopwatch.

Time only the work that adds value.

Then compare it to the utilization report. How big was the gap?

[Kevin H @KevinHobbie]

@mikepat711 Or the big 3 just license their FSD which is something I havent seen anyone talk about. Could be a massive revenue stream

[Kevin H @KevinHobbie]

@AlexNHorner I’ll take Armodafinil over Modafinil every day. Modafinil has that weird sulfur odor that come out as it’s broken down which is a downer in any situation

[Kevin H @KevinHobbie]

@zanehengsperger That hoodie is gorgeous

[Kevin H @KevinHobbie]

@Mark41825515557 @herbertong @thejefflutz Reading this and I almost crashed my 2020 roadster into my 39k cybertruck. Seriously though, timelines slip and doing it at scale(100mw+) will take years

[Kevin H @KevinHobbie]

The Senate voted 73-25 last night to open debate on the permitting bill. Faster reviews for mines, power plants and transmission lines. Pass it, get it through the House before January, and start building.

[Kevin H @KevinHobbie]

@DrKatieG It is a game, and Beijing sets the rules. Pause a little, extend a little, and everyone stays guessing. The only way to stop playing is to build the mines, separation and magnet lines right here on American soil.

[Kevin H @KevinHobbie]

China Customs: rare earth exports down 9.6% through September while the expanded export controls stayed suspended. Don't trust China with critical supply. Build mine-to-magnet here.

https://t.co/LzcoH99URJ

[OptimusDelta @OptimusDelta]

The west simply cannot trust the Chinese.

Especially around defense supply chains - the damage has been done, and it can't be undone.

Regardless of what happens in January, the US priority is to secure domestic supply chains.

https://t.co/iloJETud11

[Kevin H @KevinHobbie]

@zerohedge Cloture only opens debate. There's still a final Senate vote, and then the House has to act before this Congress runs out in January. That's a tight clock. Get it done and start pouring concrete.

[Kevin H @KevinHobbie]

@MilitarySummary The pause only covers last October's rules. The April licenses on the heavy rare earths never went away, so Beijing still has its hand on the valve. Build the separation and magnet lines on American soil and take the valve away for good.