Shares of two of the biggest U.S. rare earths producers, MP Materials and USA Rare Earth, slumped Friday after officials from the White House and China confirmed the framework of a new trade deal. https://t.co/axw4iCX75A ...

China pledged to approve export applications for rare earths to the U.S., potentially easing a major irritant in the countries’ trade negotiations https://t.co/XTJ70uIjCi ...

China confirmed details of a trade framework with Washington under which it will deliver key rare earths: Here is your Evening Briefing. https://t.co/6GnWaBpkRq ...

Rare Earth Metals Market Concentration - 92% of the world's rare earth magnets come from China [1] - Rare earth metals are found in trace amounts in the earth's crust, a few parts per million [1] Supply Chain Dominance - China has built a complete and cost-effective supply chain for rare earth magnets, from mining to final product [2] - This makes it difficult for other countries to compete in the neodymium market [2] Key Metals - Neodymium is a key rare earth metal used in permanent magnets for wind turbines and electric car motors [1][2]

IPO and Market Dynamics - Integrity Specialty Insurance celebrated an IPO at NASDAQ [1] - Chime, a consumer financial technology company, also had an IPO [1] - Market experienced a lower open at 6022 [1] Trade and Export Controls - Discussion revolves around rare earth licenses, with potential revisiting in six months [2] - Focus shifts from tariffs to export controls on both Chinese rare earths and US chips [2] - China requested leniency on chip export controls, denied for defense but potentially granted for other products like airplanes [2]

Would you say, Harvey, that the trade spat essentially is about critical minerals and it really is about supply chain warfare. Actually, there are two elements to this. And you are exactly right, because this is an issue that has been going on for probably 20 years.The Chinese, to their credit, have used a long term strategy. And many 15, 40 years ago, they dropped the price of rare earths substantially and made it easy for Western countries to get their supply and to be able to simply order and have it del ...

>> YOU ARE WATCHING THE CHINA SHOW, I A IVANKA WITH STEPHEN ENGLE. >> PRESIDENT TRUMP SAYS THE GOING IS NOT EASY. TECH IS IN FOCUS AS APPLES INVESTORS WANT MORE.>> TRUMP DEPLOYED MARINES IN A MOVE SLAMMED BY CALIFORNIA'S STATE GOVERNOR AS DICTATORIAL. YVONNE: TRADE HEADLINES MOVING THE MARKETS, SEEING EQUITIES DOING WELL AND U.S. FUTURES ARE GREEN SO U.S. AND CHINA ENTERING TALKS HELPS. DOLLAR IS UNCHANGED, WATCHING RARE EARTHS AND TECH BECAUSE WHAT CAME OUT WAS THE U.S. WAS USING CURBS IN RESPONSE TO CHINA ...

[Music] expect it to be a short meeting with a big strong handshake and uh we'll see but that's what we're expecting. Our expectation is that after the handshake uh then immediately after the handshake any export controls from the US will be eased and the rare earths will be released uh in volume and then we can go back to negotiating smaller matters. [Music] [Music] This was a very significant uh sticking point because uh China controls as you know something like 90% of the rare earths and the magnets and ...

Let's talk about objectives. We know the stage is set for the US and China. What is the ultimate goal this week.Well, Jonathan, it depends for Washington. The objective is really to make sure that they can get access to those rare earths, those magnets that are on things like mobile phones, the high tech and defense industries. And this is something we heard Kevin Hassett, the NSA director, talk about over the weekend.He wants to see a more advanced pace of those rare earths and magnets coming into the Unit ...

>> HAVE IT OUR WAY FROM THE OPEN IN HONG KONG, SHENZHEN, SHANGHAI , AND I AM STEPHEN ENGLE WITH YVONNE MAN. YVONNE: ASIAN STOCKS ARE WITH THE U.S. INTRANET READY TO RESUME TRADE TALKS, THE FLOW OF RARE EARTH MINERALS LIKELY TO BE A KEY FOCUS OF TALKS IN LONDON. >> CHINESE ECONOMIC NUMBERS OUT SAID TO SHOW A DISINFLATIONARY DRAG.YVONNE: PROTEST OVER IMMIGRATION RAIDS ESCALATING FOR THURSDAY IN LOS ANGELES AFTER PRESIDENT TRUMP CALLED IN THE NATIONAL GUARD, A MOVE THE CITY MAYOR SAYS IS CAUSING CHAOS. YVONNE: ...