FT报道称，中国正警告西方企业不要囤积稀土，否则可能面临更为严重的短缺风险。美中贸易全国委员会的报告称，大额订单，尤其是“高于申请人历史平均水平的订单激增，会受到更严格的审查，以防止出现明显的囤积行为”。 https://t.co/XE3atR9M3J ...

Confronted with a ban on the vital resources, other countries will find ways around shortages. We explain why China’s grip on rare earths might not be as strong as you think https://t.co/9jrdfMOJML ...

Back when we were stopping the flow of ships to China, It was America's national security concern about how China would use those chips. In the military context, the development 24 hours later after the president cut that deal, is China saying we have national security concerns and we want to champion our own domestic names. Who has the upper hand in this negotiation.Well, I think that for China, a lot of the signaling that it has been engaged in is largely performative. We know that the Chinese continue to ...

Every other trade deal has been concluded very quickly. What is the pace of this one telling you. Well, there's not a lot of time for these negotiations to proceed.So I think it's extremely important that both sides have agreed to a tariff rollover. So now they can really put their energies and attention on the key outstanding issues, including export controls, critical minerals, excess capacity, you name it. There's lots of issues on the agenda and not a lot of time to come up with negotiated solutions.Let ...

Group 1 - The potential recovery of rare earth elements in Wyoming could attract speculative interest in the stock, especially during price pullbacks [1] - Analyst outlook remains minimal, with only three "buy" recommendations, indicating room for optimism [1] - Short interest has surged 73% since June, reaching an all-time high, while implied volatility is reasonable with a 30-day IV at 90% and options IV at 88% [1] Group 2 - Analysts have not fully embraced rare earths, presenting a contrarian investment opportunity [2] - The rare earth mining stock may be at the beginning of a significant upward trend [2] - The service offers a high potential for same-day trading gains, with a reported +227% year-to-date performance [2]

On today’s Big Take podcast, @JoeDeaux takes us inside Greenland’s rare-earths prospects. What its resources could mean for global supply chains and how the US is planning to expand its influence. https://t.co/m2IINTpTMI ...

Welcome back to Squawk. China reportedly squeezing the supply of critical minerals it supplies to Western defense companies. Wall Street Journal reporting that China began letting more rare earths flow when trade tensions cooled back in June.But now supplies minerals specifically used for defensive uh for defense I should say have remained tight. Reports say the prices of some key minerals have now increased five or six times. Yesterday on CBS's Face the Nation, US trade representative Jameson Greer said th ...

China's Economy & Trade Talks - China's economy is in relatively good shape, with July data showing improvement compared to June, although growth is not exceeding year-ago levels [1][2] - China has included export controls in trade negotiations, giving them significant leverage, particularly concerning rare earths and critical minerals [3][5] - The inclusion of export controls has created a situation of mutually assured destruction, giving China a choke point over the United States economy [6] Manufacturing Sector - Despite PMI data suggesting weakness, the manufacturing sector in China remains strong and continues to export [9][10] - While exports to the United States have contracted, there has been a surge in exports to Asia, indicating the manufacturing machine is still productive [10] - Manufacturing's strength is crucial as China currently lacks other significant growth drivers [11] Security Concerns & Chip Industry - China is raising potential security risks with chips, potentially as a response to concerns about Huawei [6] - There are concerns about the future ability to geographically track chips, leading to worries about transshipment and potential circumvention of regulations [7]

this all. If there's a will there's a way to some of these deals. It certainly plays a role here Megan.Thank you. For more on how the Chinese are thinking about trade negotiations, let's bring in Eunice Yun, live from Beijing. Hey, Eunice. Hey, Leslie.Well. >> China is reiterating the commerce minister's recent remarks that there is no reason to return to a trade war. The minister said practice has proven that through dialog and consultation, we can properly manage contradictions.So the Foreign Ministry rep ...

The American Rare Earths Mine You Haven’t Heard Of–Yet https://t.co/O4ZJktXCBn https://t.co/O4ZJktXCBn ...