Rare Earths: The Invisible Backbone of Technology and U.S. National Security
Rare earths aren’t abstract commodities. They power daily life and national defense.
In this clip, Ranjeet Sundher explains how rare earth magnets sit behind nearly every electronic device from smartphones and laptops to AI chips and advanced defense systems.
With China historically supplying over 95% of global rare earth magnets, domestic production carries significant economic and national security implications.
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Michael Blankenship: How do the rare earths at peak fit into everyday technologies and US national security applications?
Ranjeet Sundher: What are rare earths they're on? They're on our periodic table. Every electronic button you press on a day-to-day basis has a magnet behind it. You need rare earths to make magnets. Your cell phone, your laptop, anything digital is powered by a rare earth magnet.
You go to a much larger level, ai, chips, magnets, uh, national defense missiles, aircraft carriers, all magnets. Historically, China has supplied 95% plus of the magnets internationally, and 95% plus of the rare earth needed to make magnets internationally. So rare earths slash magnets are a part of our daily life and as part of our national security life as well.
CEO of Tactical Resources
Ranjeet Sundher is Chief Executive Officer of Tactical Resources, a mineral exploration and development company focused on U.S.-made rare earth elements used in semiconductors, electric vehicles, advanced robotics, and national defense. He has guided the company through a series of strategic milestones aimed at accelerating production and strengthening supply chain sovereignty for the U.S. REE market.
With decades of experience in capital markets and building companies across resources, mining, and technology, Ranjeet Sundher is leading Tactical Resources at a pivotal moment for North American rare earths. Under his leadership, the company has advanced its flagship Peak Project in Texas, executed a business combination agreement to pursue a Nasdaq listing, and positioned itself as a key player in strengthening U.S. supply chain independence.