Rare Earth

[behappyalways]

The US Relies Heavily On Rare Earth Imports From China
https://www.zerohedge.com/geopolitical/ ... orts-china

[behappyalways]

China Weaponizes Magnet Exports, Potentially Delaying Tesla's Humanoid Robot Production
https://www.zerohedge.com/technology/ch ... production

[behappyalways]

European Industry Under Siege: China Deploys Rare Earths As Economic Weapon
https://www.zerohedge.com/commodities/e ... mic-weapon

[behappyalways]

China's Rare Earths Exports High Highest Level Since 2009
https://www.zerohedge.com/commodities/c ... level-2009

[behappyalways]

China’s Rare-Earth Magnet Shipments Jump 158% After Trade Truce - BBG
https://x.com/Mayhem4Markets/status/1947110332675022978

[behappyalways]

Rare Earths Rally After Department Of Defense Sets A Price Floor
https://www.zerohedge.com/commodities/r ... rice-floor

[behappyalways]

Rare Earth Stocks Go Vertical After Report Pentagon To Go On $1 Billion Critical Mineral "Buying Spree"
https://www.zerohedge.com/markets/rare- ... ral-buying

[winston]

US-Australia rare earths deal is a start but won't shake China dominance any time soon

US and Australia committed a combined US$3 billion (HK$23.4 billion) to mining and processing projects and to a price floor for critical minerals,

The White House said US investments into Australia would unlock deposits of critical minerals worth US$53 billion,

The time frame for various projects to be ready even for 2027 would be heroic and unachievable in the case of many projects. We might have supply growth in 5-7 years.

It's unrealistic to expect prices to drop further and the market to be swamped with supply in the short term.

Source: The Standard

https://www.thestandard.com.hk/wealth-a ... le/314697/

[behappyalways]

New survey shows the massive impact China's rare earth controls are still having on EU firms

- One company said the controls cost 20% of its global revenue
- 40% said licensing process added 2 months+ to delivery times
- 38% expect significant disruption or production stoppages
https://x.com/fbermingham/status/1995432607534719379

[behappyalways]

Chinese Magnet-Makers Find Loopholes To Dodge Beijing’s Rare-Earth Export Controls
https://www.zerohedge.com/markets/chine ... t-controls