Feb. 12, 2026

Why Now Is the Moment for Rare Earths And Why Tactical Resources

Kanishka Roy explains why Plum believes now is the right time to back a rare earths company like Tactical Resources. 

He breaks down the massive global demand across tech-enabled industries, the geopolitical supply constraints tied to China’s dominance, and why scale and near-term operational capability are critical differentiators in this sector.

 

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Kanishka Roy Profile Photo

Chairman and CEO of Plum Acquisition Corp. III

Kanishka Roy is a technology and finance leader with more than 25 years of experience building, advising, and investing in high-growth companies. He’s the Co-Founder and Managing Partner of Plum Partners, a late-stage investment firm, and the Chairman and CEO of Plum Acquisition Corp. III, a SPAC listed on Nasdaq.

Before founding Plum, Kanishka served as Global Head of Tech M&A Origination at Morgan Stanley, where he helped lead more than $100 billion worth of industry-defining transactions in software and internet markets. He’s also been the Global CFO of SmartNews, the multi-billion-dollar AI news platform with over 20 million monthly users, where he guided global finance and expansion.

Kanishka began his career as a software engineer and later held strategy roles at IBM. He holds a degree in Electrical and Computer Engineering and an MBA from the Tuck School of Business at Dartmouth.