Today, we're talking about "new-era gold", or what is more typically known as "rare earths." The global rare earth market is ~$15B annually and underpins all modern technologies. China currently controls ~90% of refined rareAnalyst’s Disclosure:I/we have a beneficial long position in the shares of MP, NVDA either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have ...

Today, we're talking about "new-era gold", or more typically known as "rare earths." The global rare earth market is ~$15B annually and underpins all modern technologies. China currently controls ~90% of refined rare earth output, and ~60% ofAnalyst’s Disclosure:I/we have a beneficial long position in the shares of MP, NVDA either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seek ...

PresentationRaoul-Tristan Van StrienGlobal Director of Investor Relations Great. Good afternoon -- good morning, everyone, actually. Thank you for joining us for today's live webcast of our 2025 Q3 trading update. Your host will be Harold van den Broek, our Chief Financial Officer. Following the presentation, we will be happy to take your questions. . The presentation includes forward-looking statements and expectations based on management's current views and involve known and unknown risks and uncertaintie ...

( 图片来源：《澳华财经在线》) 早盘拉升49倍后紧急停牌 ASF Group (ASX:AFA)宣布注册为数字货币交易所提供商 Asf Group Ltd (ASX股票代码:AFA)周三早盘股价暴涨4900%后紧急停牌，以待回复澳交所股价异动问询。 ASF Capital责任经理Michael Go称，AUSTRAC的注册标志着ASF Capital在将传统金融市场与受监管的数字资产服 务相融合的战略中达到重要里程碑。 ASF Capital未来计划为批发和机构客户开发安全、透明且合规的交易解决方案。 澳华财经在线数据库显示，AFA最新价0.35澳元，已发行股本7.92亿股，市值2.77亿澳元。 截止二季度末公司账面现金结余127万澳元。 （图片来源：AFA公告） （图片来源：ATR公告） 【异动股】传染病检测公司Genetic Signatures (ASX:GSS)季度销售额大幅增长 股价暴涨58% 【异动股】Astron (ASX:ATR)Donald稀土矿砂项目收到出口信贷机构8000万澳元有条件支持函 Astron Ltd (ASX股票代码:ATR) 宣布收到澳大利亚出口信贷机构Export Fi ...

其中，8月斥资89亿美元买下"没落贵族"英特尔的9.9%的股份更在全球范围引起轰动。 尽管美国商务部长卢特尼克和白宫国家经济委员会主任哈塞特，一再强调这些收购行为仅是建立美国主权基金的开始。但从标的公司看，美国在半导体、 稀土、钢铁等关键制造领域的5次出手，不仅仅是产业政策的调整，更是基于地缘政治的战略回应。简言之，美国政府正利用手上的"国资"工具，解决他 们的"卡脖子"问题。 自打特朗普上台以来，美国政府发起了一连串针对私营企业的股权收购。 那么美国国资到底投资了哪几家公司？投资主体是谁，钱又从何来？这背后，或许正是美国推动制造业回归，试图重新掌握供应链"生杀大权"的关键起 点。 一、连续出手5次，特朗普政府收购了哪些企业？ 自1月正式上任以来，特朗普政府在产业政策上前所未有地采取了"国资入股"的路径——政府不再仅通过研发补贴或税收减免扶持企业，而是直接持股或 嵌入控制权，以"国家安全""制造业回流""关键资源主权"为名，对半导体、稀土、钢铁、锂矿等领域展开投资与干预。 这些动作标志着美国从以往的"产业扶持"逐步过渡到一种"国家资本投资"模式。 第一笔交易发生在今年6月。 美国政府以获取美国钢铁的"黄金股权 ...

MIAMI, Oct. 21, 2025 (GLOBE NEWSWIRE) -- Defiance ETFs is proud to announce the launch of the Defiance Daily Target 2X Long MP ETF (Ticker: MPL), expanding its suite of single-stock leveraged ETFs designed for active traders seeking amplified exposure to innovative, high-growth companies. The newest addition, MPL, is designed for traders who seek magnified, short-term bullish exposure to MP Materials Corp. (NYSE: MP), a leading rare earth mining and processing company. By seeking to deliver 200% of the dail ...

Core Insights - The recent surge in stock prices has been driven by companies involved in rare earth minerals, rather than AI, amid rising U.S.-China trade tensions [1][2] - Rare earth minerals are essential for defense and technology sectors, including electric vehicles and semiconductors [2] - The U.S. government is increasing domestic production and investing in mining companies to reduce reliance on China [3][4] U.S. Government's Direct Investments - The U.S. government has taken equity stakes in several mining companies, resulting in stock price increases of over 100% in 2025 [5] - Lithium Americas (LAC) has seen a stock price increase of 135% to $6, with a 5% U.S. stake and significant lithium projects in Nevada [6] - Trilogy Metals (TMQ) has experienced a 434% increase in stock price to $6, with a 10% U.S. stake supporting its Alaskan mining project [7] - MP Materials (MP) has a stock price of $82, up 427%, with a 15% U.S. stake, although its stock may be overvalued [9][10] Company-Specific Developments - USA Rare Earth (USAR) has seen its stock rise over 100% to over $30, driven by its focus on producing rare earth magnets in the U.S. and potential government partnerships [12][13] - Cleveland-Cliffs (CLF) announced a pivot into rare earth minerals, resulting in a 20% stock increase to $16, despite reporting an adjusted loss [17][18] Market Outlook - While rare earth stocks are gaining attention, they are still in a speculative growth phase, suggesting potential for better buying opportunities in the future [19]

Core Insights - The Trump administration is increasing government ownership in mining companies, raising questions about potential similar investments from the Canadian government [2][3] - The U.S. government has taken stakes in companies like Trilogy Metals and Lithium Americas, which are involved in significant mining projects [2][3] - The approach of the Canadian government towards mining investments is more cautious, focusing on fast-tracking projects without seeking equity stakes [4] U.S. Government Investments - The U.S. Department of War has acquired a 10% stake in Trilogy Metals and previously announced a 5% stake in Lithium Americas, which is developing a $3 billion project [2] - Fortune Minerals received $6.4 million from the Pentagon as part of a total of $17 million from both U.S. and Canadian governments for its cobalt-gold-bismuth-copper project [5][6] - MP Materials secured a $400 million agreement with the Pentagon for a 15% stake and critical minerals procurement for defense projects [9] Industry Reactions - Some industry players welcome U.S. government investments, viewing them as beneficial for raising funds in a challenging environment [6][11] - Concerns have been raised about the implications of government ownership in private companies, with some preferring more Canadian-based projects [8][10] - The stocks of companies receiving U.S. government investments have seen significant increases [11] Canadian Government's Stance - The Canadian government has not pursued equity stakes in mining projects but has opened a Major Projects Office to expedite approvals [4] - There is a call for Canada to revise its foreign investment policies, particularly regarding investments from China [6] Environmental and Local Opposition - The Trump administration's support for mining projects has faced local and environmental opposition, particularly concerning potential impacts on wildlife and communities [21][22] - The ongoing legal challenges regarding the Pebble copper-gold project highlight the contentious nature of some mining investments [22]

Core Viewpoint - The U.S. government's recent equity stakes in publicly traded companies, particularly under the Trump administration, set a potentially dangerous precedent for Wall Street and investors, raising concerns about conflicts of interest and market manipulation [4][12][14]. Group 1: Government Investments - The Trump administration has taken equity stakes in four public companies: Intel, MP Materials, Lithium Americas, and Trilogy Metals, without a financial emergency, which is unprecedented [4][5]. - The investment in Intel amounts to $8.9 billion, representing a 9.9% stake, with additional warrants allowing for further investment [5][6]. - The Department of Defense (DOD) has made significant investments in MP Materials, establishing it as the largest shareholder and securing a 10-year offtake agreement for magnets produced at a new facility [7][8]. - The Department of Energy (DOE) has taken a 5% stake in Lithium Americas, which operates a major lithium mine, and in a joint venture with General Motors [9]. - Trilogy Metals received a $35.6 million investment from the DOD, with the government purchasing over 8.2 million shares [10][11]. Group 2: Market Implications - The government's involvement in these companies may create a perception of confidence in the semiconductor and rare-earth metals industries, but it also raises concerns about the implications for market dynamics and investor trust [12][18]. - The investments have led to significant stock price increases for the involved companies, but this may not reflect genuine market demand or need for capital [17][18]. - The potential for conflicts of interest is heightened, as government officials may influence company decisions while holding equity stakes, undermining the principles of fair market competition [14][15][16].

Core Viewpoint - The rare earth sector experienced a decline, with most companies reporting significant drops in stock prices, indicating a bearish trend in the market [1] Company Performance - Energy Fuels (UUUU.US) saw a decline of over 8% [1] - USA Rare Earth (USAR.US) dropped by more than 4% [1] - MP Materials (MP.US) fell by over 4.9% [1] - Critical Metals (CRML.US) was an exception, increasing by more than 1.8% [1]