Geopolitical & Economic Concerns - The US government aims to help China, but will not tolerate economic coercion that slows the global economy; such actions will hurt China the most [1] - The US and its allies will not be commanded or controlled by China's command and control economy [2] - China's export controls are unacceptable to the entire world [2] - China cannot be trusted with the global supply chain [4] - China is fueling Russia's war, highlighting the risk of dependence on China for rare earths and other goods [5] Trade & Tariffs - The US is currently in a 90-day roll on tariffs [5] - A longer role in return for a delay is possible, subject to negotiations before the leaders meet in Korea [6] Supply Chain Issues - Some US auto companies reported a slowdown in magnets, which the Chinese attributed to a holiday [3] - The slowdown in magnets is a clear sign to US allies that collaboration is essential [4]

We are discussing critical minerals and rare earths, and we're going to be signing an agreement that's been negotiated over a period of four or five months. And it was sort a good timing that we got it done just in time for the visit. And we work together very much on rare earths, critical minerals and lots of other things.And we've had a very good relationship. We've been working on that for quite a while. In about a year from now, we'll have so much critical mineral and rare earths that you won't know wha ...

Apple shares climbed to an all-time high Monday following a report suggesting strong demand for the company's new iPhone 17. Cheng Xin / Getty Images Gold prices climbed while oil futures dropped. The yield on the 10-year Treasury note was little changed. The U.S. dollar gained on the pound, but lost ground to the euro and yen. Most major cryptocurrencies traded in positive territory. Cleveland-Cliffs (CLF) shares took off after the steelmaker reported a narrower-than-expected loss, lowered its estimate fo ...

US President Trump signed an agreement with visiting Australian Prime Minister Albanese to boost access to critical minerals and rare earths as the US looks to reduce reliance on Chinese supply chains https://t.co/Ju5WsLJPaB ...

Core Viewpoint - The U.S. has prioritized rare earths in its negotiations with China, indicating a strategic focus on securing these critical materials for national interests [1] Group 1 - Rare earths are essential for various industries, including technology and defense, highlighting their importance in U.S.-China relations [1] - The emphasis on rare earths reflects the U.S. government's recognition of the need to reduce dependency on China for these materials [1]

US President Donald Trump has called on China to stop playing games over rare earths as one of his key demands ahead of talks between the two countries later this week: Here is your Evening Briefing. https://t.co/IyRZJy50Cd ...

China's decision to curb access to rare earths has far-reaching implications for investors https://t.co/DjNohoQeN1 ...

Beijing unveiled sweeping new curbs on rare earths this month https://t.co/QzmbxswRyN ...

China took a page out of the US export control playbook with its latest move on rare earths. Europe may join the game of copycat with tech transfer rules https://t.co/ri7VwZzizY ...

Australian Treasurer Jim Chalmers will promote his nation’s ability to be a crucial part of Washington’s efforts to diversify the rare earths supply chain away from China, as part of talks with Kevin Hassett https://t.co/rl1VxNI7gx ...