Is this a bubble. Well, thanks for having me on your program. And of course, that is the question that people are asking when things like this just go parabolic, to use a word that captures the imagination.People wonder, you know, how long can this go on. And they start comparing it to the past. We don't believe that it's a bubble.The underlying factor and force is the the usefulness that can be gotten from these A. I. models.And we're only at the very, very beginning of that. You know, companies are having ...

#报告 #图表 美银：中国加强稀土出口管制可能会加剧OEM供应链中断；25张图表详解当前稀土形势。 https://t.co/wr2MAl6bb1None (@None):None ...

Supply Chain Security - The South Korean government is focused on securing a stable supply of rare earth elements [1] - The National Security Office convened a meeting to address rare earth supply chains [1]

Rare Earth Market Control - China controls nearly 70% of global rare earth mining and close to 90% of processing capacity [1] - Any policy move from Beijing can quickly ripple across industries [1] Potential Supply Chain Disruptions - The market anticipates potential supply squeezes due to China's dominance in rare earth exports [2] - Market volatility indicates concerns about the short-term impact on the AI trade [2] US Response - The US is expected to accelerate efforts to build an independent rare earth supply chain [2] Importance of Rare Earth Minerals - Rare earth minerals are crucial for magnets used in EVs, defense, AI, and critical tech [2]

Joining us now, CNBC global supply chain reporter Laurianne Lorocco and Bloomberg news anchor and correspondent David Gura. Laurianne, what's it like at the ports right now with these tariffs. It is ugly, Katie.We actually have a quintuple tariff hit today. Uh the first is the 10% tariff on timber and the 25% uh tariff on kitchen cabinets and furniture. This is going to be inflationary, Katie, for the consumer as well as the homebuilders.And just if you think those tariffs aren't high enough, they're going ...

The EU is trying to find a way to respond to China’s latest restrictions on critical raw materials, with chipmakers across the global supply chain facing weekslong delays in shipments https://t.co/ZqM3oa36cN ...

Market Dynamics & Geopolitics - US rare earth miners' shares experienced a surge, initially driven by President Trump's tariff threats on China [1] - A strategic misstep occurred in 2002 when US rare earth mining declined due to China's market dumping, leading to current shortages, especially for military equipment [3] - The US currently produces only 1-2% of the rare earths compared to China's 270,000 metric tons annually, lacking capacity for heavy rare earths crucial for military applications [4] - The US lacks a national policy on rare earths, unlike China's centrally run government, exacerbating the situation [5] Supply Chain & Sourcing - Greenland, holding 385 million (38 and a half million) of unexplored heavy rare earth deposits, is being considered as a potential source, involving a compact of free association and infrastructure investment [6] - Estimates suggest it will take 7-10 years to establish a fully operational mine in Greenland, indicating continued reliance on Chinese rare earth minerals [7] - The US National Defense Authorization Act mandates the elimination of Chinese-sourced rare earths from all defense magnets by January 1st, 2027, posing a challenge due to limited alternative sources [7] - The Pentagon's stockpile of rare earths is projected to run out around 2027-2028, highlighting the urgency of securing alternative supplies [8] - While rare earths are abundant globally in countries like Vietnam, Ukraine, and Argentina, extraction remains time-consuming [13] Investment & Financial Opportunities - JP Morgan Chase announced a $15 trillion (1500 billion) plan, including up to $10 billion for critical mineral investments, signaling a commercial opportunity in addition to national security support [1, 10] - JP Morgan's investment is viewed as a private initiative seeking returns, potentially focusing on lighter earth minerals for the EV and auto sectors, but may not address the military's heavy rare earth shortfall [11, 12]

Industry Investigation - The Ministry of Transport, in conjunction with the Ministry of Industry and Information Technology, is investigating the impact of the US Section 301 investigation on China's shipping industry, shipbuilding industry, and related industrial and supply chain security and development interests [1] - The investigation will also cover whether relevant enterprises, organizations, or individuals have implemented, assisted, or supported the US in taking discriminatory restrictive measures against China in the shipping industry, shipbuilding industry, and related industrial and supply chains [1] - The investigation will cover other related matters [1] Potential Measures - The government will introduce corresponding measures in due course based on the investigation results [1]

Investment Focus - JP Morgan plans to invest $10 billion in areas critical for national security and American economic resilience over the next decade [1] - The investment focuses on supply chain and advanced manufacturing, defense and aerospace, energy independence, and strategic technologies [1] - Strategic technologies include AI, cybersecurity, and quantum computing [2] Financial Commitment - JP Morgan will finance this initiative to the tune of $1.5 trillion over 10 years [2] - The initial plan was to invest $1 trillion, but it was increased by 50% [3] Government Collaboration - JP Morgan has not yet discussed the plan with the government [3] - JP Morgan is open to the possibility of investing alongside the US Government [4]

All right, Airbus opening a new assembly line at its plant in Mobile, Alabama. We want to get over to Phil Labau right now. He is joined by the CEO of Airbus North America, Robin Hayes.Phil, good morning. Good morning, Becky. Let's bring in Robin right now from the Mobile Alabama Airbus Plant where uh I believe you're on the new line that's opening up there.Robin, how much is this going to increase your monthly production down there in Alabama. Well, good morning, Phil. Uh yes, we are right here in the new ...