US President Donald Trump has called on China to stop playing games over rare earths as one of his key demands ahead of talks between the two countries later this week: Here is your Evening Briefing. https://t.co/IyRZJy50Cd ...

China's decision to curb access to rare earths has far-reaching implications for investors https://t.co/DjNohoQeN1 ...

Beijing unveiled sweeping new curbs on rare earths this month https://t.co/QzmbxswRyN ...

China took a page out of the US export control playbook with its latest move on rare earths. Europe may join the game of copycat with tech transfer rules https://t.co/ri7VwZzizY ...

Australian Treasurer Jim Chalmers will promote his nation’s ability to be a crucial part of Washington’s efforts to diversify the rare earths supply chain away from China, as part of talks with Kevin Hassett https://t.co/rl1VxNI7gx ...

China has found Trump's pain point - rare earths https://t.co/hDvlJeYn0S ...

Core Insights - Rare earth metals are essential for modern technologies, with increasing global demand and supply risks, particularly due to China's export restrictions [1] - General Motors (GM) is positioning itself as a leader in rare earth production, having invested in this area since 2021, making it the only major U.S. automaker with a domestic magnet source [2] - GM's strategic move to reduce reliance on China enhances its competitive edge as rare earth elements become critical in global trade [2] Company Overview - General Motors has a market capitalization of approximately $54 billion and operates under brands such as Chevrolet, GMC, Buick, and Cadillac [4] - The company is transitioning aggressively to electric vehicles (EVs) through its Ultium platform and advanced driver-assist technologies [4] Stock Performance - GM shares have increased by about 8% year-to-date and 17% over the past year, outperforming the broader auto sector due to strong vehicle sales and a disciplined EV investment strategy [5] - The company's robust sales in North America, particularly in pickups and SUVs, contributed to better-than-expected Q2 results [5] Valuation Metrics - GM's stock is considered attractively valued, trading at a mid-single-digit P/E of 9x and around 0.3x sales, which is significantly lower than the average for large automakers [6] - The price/book ratio of 0.8x indicates that GM's stock is undervalued in terms of both earnings and assets, suggesting limited downside if growth strategies are executed effectively [6]

Industry Trend - A major UK rare earths refinery project has been scrapped in favor of a US alternative [1]

Treasury Secretary Scott Bessant and US Trade Representative Jameson Greer are blasting China's move to curb exports of rare earth minerals, calling that action a threat to the global supply chain. Joining us right now for the latest is Michael Silver, the CEO and chairman of American Elements. That is a private US-based company that distributes advanced materials, including rare earths.And Michael, thank you for being with us today. >> My pleasure. Le let's talk a little bit about what you do.You're you're ...

Japan’s Finance Minister Katsunobu Kato voiced serious concern over China’s latest export controls on rare earths, stressing the importance of coordinated action from G7 nations https://t.co/TByLulGSsC ...