How the US-China trade deal impacts rare earth stocks

Well, we were just talking about rare earth uh and the that discussion point between the US and China. The stocks here in the US are taking a tumble as those trade tensions ease between the two nations. We saw those names rally on reports that China was considering export controls on their rare earth materials, pushing President Trump to threaten 100% tariffs on Chinese goods and focus on US development in the space.So, what is now the investment case for those stocks. Joining me now in this, Neil Dingman, ...