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 ...

Trade Negotiation Dynamics - The current trade negotiations between the US and China are proceeding at a slower pace compared to previous deals [1] - Both sides have agreed to a tariff rollover, allowing them to focus on key outstanding issues such as export controls, critical minerals, and excess capacity [1] - The US administration may be internally divided on the approach to China, particularly regarding export controls [6] Export Controls and National Security - The US position on export controls has historically been that they are non-negotiable due to national security concerns [3] - The Trump administration's openness to discussing export controls has created an opportunity for China to seek rollbacks of existing restrictions [4] - The US faces a decision on whether to supply China with chips and high-tech goods needed for its advanced A I industry [5] China's Leverage - China is in a stronger negotiating position compared to the Phase one trade talks, leveraging its control over critical minerals and magnets [7] - China may use its leverage to seek a more balanced deal with the US [7] - China could use its access to rare earths to its advantage in the negotiations [6] Potential Outcomes and Risks - A limited deal may be reached, with a process established to address unresolved issues [8][9] - Emerging issues could be put on the table, but time is limited [8] - If the US doesn't offer terms that China finds acceptable, new issues could be introduced during the next 90 days [8]

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 ...

THAT THE CHINESE CAN BUY THEM BUT THAT IS IN A BALANCED WEIGHT WITH THE CHINESE DELIVERING ON THE DEAL WE MADE WITH THEM AND DELIVERING RARE EARTHS. ANNMARIE: SO WHEN YOU ARE SITTING WITH THEM NEXT WEEK, WHAT ARE YOU EXPECTING TO TALK ABOUT WITH THEM. SEC.LUTNICK: WHAT WE TALK ABOUT IS THERE IS A LINE. BELOW THE LINE WE ARE GIANT ECONOMIES AND WE SHOULD TRADE WITH EACH OTHER. THEY WANT TO BUY OUR PRODUCE AND VEGETABLES.THEY DON'T GROW ANYTHING AND THEY DON'T HAVE THE BREADBASKET OF AMERICA THAT WE HAVE. THE ...