Cleveland-Cliffs强调稀土矿物“重新凸显的重要性”，股价随之上涨16%

Core Insights - Cleveland-Cliffs' stock surged 16% following the release of its latest quarterly earnings, indicating strong market reaction to financial performance [1] Financial Performance - The company's adjusted EBITDA for the third quarter was $143 million, exceeding the FactSet analyst expectation of $127.9 million [2] Market Dynamics - The CEO attributed the recovery in demand for automotive-grade steel in the U.S. to President Trump's trade policies, specifically the 50% tariffs on imported steel [2] - Cleveland-Cliffs has secured new, expanding supply agreements with major automotive OEMs, reflecting the reliability of its supply chain centered around its nine galvanizing plants [2] Strategic Focus - The company is exploring opportunities in rare earth production, recognizing its importance in the current market landscape [3] - Cleveland-Cliffs has assessed all mining and tailings sites, with locations in Michigan and Minnesota showing the most potential for rare earth resources [3]