RT Daniel Foubert 🇫🇷🇵🇱 (@Arrogance_0024)How the West fucked up the rare earths thing:China doesn’t own most of the planet’s rare earth atoms. Rare earth elements are relatively common in the Earth’s crust — about as abundant as copper or zinc. The difference is that they are usually dispersed at low concentrations, making extraction uneconomic. What gives China its dominance is not geology alone, but a combination of geological luck, historical policy decisions, and industrial strategy.In the 1980s, Deng Xi ...

100% additional tariff. Is this bluster or the end of our economic relationship. Well, I'll say this.I introduced legislation that I call on Earth America's Future Act, its legislation based off the Chips and Science Act to bring processing and refining of critical minerals and rare earth elements here to the United States of America. This is a major component of our supply chain, and yet we ceded all the ground to China and we're very dependent on them. And so Donald Trump's approach isn't going to totally ...

The Financial Times reporting China has dispatched teams of customs officers to major ports to scream se semiconductor shipments. It's an effort to make sure that local firms in China keep to regulatory guidance and stop importing Nvidia's China specific chips. Earlier this week, we spoke to Nvidia CEO Jensen Wong about winning the AI race.In order to win the AI race, you need to have all of the world's AI developers to be building on your platform. Just as we would, if you're an app store, you would like a ...

Core Insights - Verde AgriTech Ltd. has delineated a continuous clay-hosted rare earth element (REE) mineralized zone in Alto Paranaíba, Brazil, covering approximately 5,500 hectares across 13 mineral rights, indicating a significant discovery in the REE sector [2][4][8] - High-grade samples from this zone show up to 8,930 ppm Total Rare Earth Oxides (TREO) and 2,182 ppm Magnet Rare Earth Oxides (MREO), with 22 samples exceeding 1,000 ppm MREO, highlighting the potential for economic extraction [2][5][7] - The presence of heavy rare earths such as dysprosium (Dy) and terbium (Tb) alongside neodymium (Nd) and praseodymium (Pr) strengthens the overall quality of the rare earth basket, essential for high-performance permanent magnets used in various advanced technologies [5][7] Exploration Highlights - The exploration results indicate a coherent and near-surface footprint with consistent NdPr tenor, which is a key early indicator for scale and relevance in the REE value chain [4][5] - The assays demonstrate a strong NdPr tenor, with an average of 743 ppm MREO across 75 surface/trench samples, and peak assays reaching 8,930 ppm TREO and 2,182 ppm MREO [7][8] - The top 10 MREO samples show dysprosium oxide ranging from 35 to 60 ppm and terbium oxide from 8 to 13 ppm, reinforcing the potential for high coercivity magnet applications [5][7] Board Review and Next Steps - The Board of Directors has initiated a formal review to determine the optimal path forward for the project, considering options such as targeted drilling, staged evaluation, and potential partnerships [8] - A comprehensive update and go-forward plan are expected to be communicated within seven days, reflecting the significance of the discovery and its potential economic implications [8]

Group 1 - USA Rare Earth stock is experiencing significant gains, up 22.6% as of 10:55 a.m. ET, while major indices like the S&P 500 and Dow Jones are only slightly increasing [1] - CEO Barbara Humpton indicated that USA Rare Earth is in "close communication" with the White House, raising hopes for potential government equity investment similar to deals made with other mining companies [3][4] - The company is speculated to be in talks for a partnership with the U.S. government, which aligns with the administration's interest in bolstering domestic production of critical minerals [5][6] Group 2 - Despite the positive speculation, USA Rare Earth is currently not generating revenue, and there is uncertainty regarding the success of its rare earth magnet production facility in Oklahoma [6][7] - Investors are cautioned that only those with substantial risk tolerance should consider investing in USA Rare Earth due to its lack of revenue generation and potential risks [6][7] - The Motley Fool Stock Advisor has identified ten other stocks as better investment opportunities than USA Rare Earth, suggesting a cautious approach for potential investors [8]

Market Overview - The Federal Reserve has cut interest rates while stocks are at elevated valuations, raising concerns about potential market corrections due to high expectations for future growth [1][2] - Historical analysis shows that rate cuts at high valuations are rare, with only three instances: 1992, 1998, and the current cycle starting in 2024/25 [2][3] - Following the 1992 and 1998 rate cuts, stock performance diverged significantly, with 1992 leading to a prolonged bull market and 1998 resulting in a crash [3] Investment Opportunities - Oklo (OKLO), a nuclear technology company, has seen significant gains, with a 70% profit reported in just three weeks, and a recent 20% increase in one day [6][7] - The quantum computing sector is experiencing substantial growth, with stocks like QUBT and RGTI showing over 3,200% and 3,300% increases respectively over the past year [10][11] - The advancements in quantum computing are expected to revolutionize various industries, including drug discovery and supply chain management, although the sector remains speculative and volatile [14][15][16] Rare Earth Elements - MP Materials (MP) has emerged as a key player in the rare earth minerals market, benefiting from a $400 million Pentagon investment, leading to a 51% stock increase in one day [21] - NioCorp Developments Ltd. (NB) is also positioned well in the rare earth sector, with a 46% increase since being featured, driven by rising demand in defense and energy [23][25] - The U.S. government's push for securing domestic supply chains for rare earth elements suggests a long-term growth trajectory for companies like NioCorp [25]

Aclara Resources secured funding from the US government for a Brazilian rare-earth project in the latest example of Western nations attempting to reduce reliance on dominant supplier, China https://t.co/i8A8n72iTA ...

Lindian Resources Limited| ASX: LIN | www.lindianresources.com.au | ACN 090 772 222 Kangankunde Rare Earths Project Iluka Eneabba Rare Earths Refinery For personal use only Not for release to US wire services or distribution in the United States Kangankunde Rare Earths Project Corporate Presentation Institutional Placement and Final Investment Decision 20 August 2025 Lindian Resources Limited| ASX: LIN | www.lindianresources.com.au | ACN 090 772 222 11 IMPORTANT INFORMATION Disclaimer The material in this p ...

Industry Trend - Europe is seeking rare earth independence from China [1]

Core Insights - Quantum Critical Metals Corp. has completed additional research on its Quest critical mineral property in the Lake Chapiteau region of Québec, enhancing its strategic resource portfolio [1][2][18] - The property hosts critical and rare earth elements, with significant historical anomalous values reported for various elements [2][4] Company Developments - The company has staked an additional claim cell adjacent to its current one to expand exploration potential for rare earth elements [3] - An anomalous sample collected within the claim boundaries showed 20% Total Rare Earth Elements (TREE), with 8.7% being light rare earth elements (TLREE) and 11.3% being total heavy rare earth elements (THREE) [4] - The sample also contained notable amounts of gallium (226 gpt), germanium (78 gpt), and beryllium (15,060 gpt) [4] Industry Context - Recent geopolitical developments, including China's export restrictions on rare earth elements, have heightened concerns over supply chain security for critical minerals [7][16] - The U.S. and China reached a new trade framework to resume the supply of rare earth minerals, emphasizing the need for domestic development of rare earth mining and processing [9] - The demand for critical minerals, including gallium, is projected to grow due to their essential roles in modern technologies such as semiconductors and renewable energy [13][19]