The EU is privately warning that there’s little it can do in the near term to compel China to ease export controls on critical rare earths https://t.co/oCHAv6asIJ ...

It isn’t just rare earths. China can use its dominance over these three supply-chains to impose pain on its trading partners. https://t.co/TOqEKYHd97 ...

Industry Trend - Rare earths dispute between China and the US is impacting the industry [1] Key Individuals - An Australian Trump superfan is rising among the world's wealthiest individuals [1]

Core Viewpoint - Cleveland-Cliffs Inc (NYSE:CLF) is experiencing significant discussion among investors, particularly due to its recent quarterly results and subsequent stock performance influenced by Wells Fargo's downgrade, which suggested an overreaction to rare earths enthusiasm [1]. Group 1: Investment Thesis - Jim Lebenthal, Chief Equity Strategist at Cerity Partners, is bullish on Cleveland-Cliffs Inc, emphasizing that the investment thesis is evolving beyond rare earths [2]. - The company has secured contracts with major OEMs at favorable prices for the next two to three years, indicating a positive outlook driven by increasing auto demand, which constitutes about one-third of its business [2]. - A memorandum of understanding has been signed with an international steel company to utilize idle assets and plants at Cleveland-Cliffs, further enhancing the investment narrative [2]. Group 2: Market Context - The stock initially surged following the quarterly results but faced a decline after Wells Fargo's downgrade, highlighting the volatility in market sentiment surrounding the company [1]. - The overall market context includes a rising auto production trend, which is expected to benefit Cleveland-Cliffs significantly due to its involvement in the automotive supply chain [2].

India plans to almost triple the size of its incentive program for rare earth magnet manufacturing to more than $788 million as it races to build domestic capacity in a sector dominated by China, according to people familiar with the matter https://t.co/fo7dAefWfP ...

EU and Chinese negotiators continued talks in Brussels on critical minerals a day after President Donald Trump said US access to China’s rare earths were “settled:" Here's Your Evening Briefing https://t.co/ZaLHG3no6u ...

The US-China truce leaves Beijing holding the rare-earths weapon for another year. That doesn't sound "truly great," @BobOnMarkets says (via @opinion) https://t.co/DtKs6uhHQz ...

Residents of Kiruna in northern Sweden face upheaval as the local mine caters to Europe's growing need for rare earths. Read more: https://t.co/No2DJTTbWQ📷: Erika Gerdemark/Bloomberg https://t.co/R36bTJqbMw ...

China paused plans for a dramatic expansion of its rare-earths export controls, offering relief to global buyers after a tumultuous year and handing major economies more time to tackle Beijing’s grip on the industry https://t.co/kWf3sAoACc ...

Residents of Kiruna in northern Sweden face upheaval as the local mine caters to Europe's growing need for rare earths https://t.co/mmbTRicw0g ...