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X @The Economist
The Economist· 2025-09-29 12:20
“It isn’t a product that you can simply switch away from.” @anjani_trivedi explores how the West can break China’s grip on rare earths. Listen to “Babbage” https://t.co/4FV8pZZJFG ...
X @Anthony Pompliano 🌪
Anthony Pompliano 🌪· 2025-09-29 12:02
The United States of America should be a leader in artificial intelligence, bitcoin, chips, drones, nuclear energy, rare earths, rockets, and more.We should be unashamed of our ambition to continue dominating on the global stage. 🇺🇸 ...
MP Materials appears to be the U.S. rare earths champion, says Canaccord Genuity's George Gianarikas
CNBC Television· 2025-09-26 18:41
Joining us now to discuss is George Janericus, analyst at Canicuity. George, it's great to see you. >> Nice to see you too, Melissa.>> Um, there's two issues here. That is reducing the reliance on rare earth from China and elsewhere. And then there's the issue of the momentum in the stocks.And they seem to be sort of different issues because I'm not sure if if taking a stake in a in a mining company that has a mine that just opened is going to really do the trick. But we are seeing the excitement in in the ...
X @外汇交易员
外汇交易员· 2025-09-19 00:57
美国众议院中国问题委员会主席穆勒纳尔呼吁特朗普政府限制或暂停中国航空公司在美国的降落权,除非中国政府恢复对稀土和磁铁的全面准入。穆勒纳尔也表示,美国应该审查针对向中国出售商用飞机、零部件和维修服务的出口管制政策。“这些举措将向北京发出明确信号,即北京不能切断我们国防工业的关键供应,否则将对其自身的战略部门造成影响。” ...
X @Forbes
Forbes· 2025-09-17 02:15
Investment & Portfolio - Australia's richest woman holds an $800 million rare earths portfolio [1] Industry Focus - The portfolio focuses on rare earths [1]
Nobel Laureate Paul Krugman, Dynamic Pricing and Labor, Brazil’s Rare Earths Bet
Bloomberg Television· 2025-09-14 07:04
Trade and Tariffs - Trump administration's tariffs are negatively impacting the standard of living by increasing costs and reducing productivity [6][7] - While consistent tariffs are bad, the uncertainty and volatility of tariff rates are causing significant disruption to businesses and investments [9][10] - Tariffs are being absorbed by U S businesses and consumers, not significantly by foreign exporters [11][12] - Tariffs on inputs into U S manufacturing are raising costs for U S businesses [14] - Trump's tariffs may generate revenue like a sales tax, but are unlikely to yield the $300 billion claimed [21][22] - The U S has violated international trade agreements, potentially damaging its credibility [24][25] Dynamic Pricing - Dynamic pricing is being used by companies to charge different prices based on customer willingness to pay and market conditions [26] - Dynamic pricing can benefit sellers by optimizing revenue, but may face consumer backlash if not perceived as beneficial [27] - Dynamic pricing can lead to intense competition and potentially erode industry profitability, as seen in the airline industry [28] - Implementing dynamic discounting, rather than simply raising prices, may be a more effective strategy [29] Rare Earth Minerals - China dominates the rare earth mineral market, controlling around 60% of the overall market and nearly 100% of heavy rare earths [29] - The U S imports 95% of its rare earths from China, creating a vulnerability in defense systems [29] - Brazil is attracting miners to its mineral reserves, aiming to become a reliable non-China rare earth supplier [30] Housing Market - The U S is experiencing a housing crisis with rapidly rising housing prices due to land use restrictions and construction costs [30][31] - Trump administration policies, such as tariffs on Canadian lumber and restrictions on immigration, are negatively impacting housing supply and affordability [32] - Politicizing the Federal Reserve could lead to higher mortgage rates and reduced housing affordability [35]
X @Forbes
Forbes· 2025-09-12 17:15
The $800 Million Rare Earths Portfolio Of Australia’s Richest Woman https://t.co/FZ6uGtic0A https://t.co/BwM5PLAqlm ...
X @Bloomberg
Bloomberg· 2025-09-10 17:42
What the Pentagon’s Rare Earths Deal Gets Right and Wrong https://t.co/L1M2X8m8dT ...
X @Bloomberg
Bloomberg· 2025-09-03 15:21
India’s cabinet approved a 15 billion rupee ($170 million) incentive program to boost recycling of critical minerals from batteries and e-waste, stepping up efforts to secure access to rare earths https://t.co/oixMwnqEfW ...
September Preview | Top-Notch Courses + Wind Alice
Wind万得· 2025-09-01 00:59
Group 1 - The article highlights a series of upcoming online courses offered by Wind, focusing on various financial topics and strategies, aimed at global financial elites [2][3][5] - Courses include themes such as AI-powered market analysis, economic fundamentals of different countries, and investment strategies in sectors like rare earths and U.S. Treasuries [3][4][5] - The courses are scheduled throughout September 2025, with specific dates and times provided for each session, emphasizing the importance of timely registration [2][3][4] Group 2 - The article promotes the use of AI in financial analysis and investment strategies, indicating a trend towards integrating technology in traditional financial practices [3][5] - It mentions the significance of understanding global economic recovery trends, particularly in regions like Portugal and France, which may influence investment decisions [4][5] - The content aims to equip participants with practical insights and strategies to navigate the evolving financial landscape [6]