Rare Earth Supply Chain - China dominates the supply of rare earths [1] - Rare earths are essential to iPhones and missiles [1] Geopolitical Implications - China's dominance gives it leverage in the trade war with the US [1]

So let's unpack for us what is seen as a pretty positive outcome, to say the least, for Prime Minister Anthony Albanese. But what are you expecting next in terms of follow through from here on out. Well, what I liked about this deal was that it said it set a six month timeline.So it shows that both the US and Australia are serious about getting after this problem in the short term. It also reflects how there were supply chains shortages this year in the United States. For example, Ford Motor Company said th ...

Australian mineral stocks surge, including a 29% jump for a rare-earths producer, after the Trump-Albanese deal https://t.co/bUdR8WcvOs ...

Neil, it's great to have you on and let's start right there. Why are you so bullish on this name if they're not even generating revenue yet. >> Thanks for having me, Meg.Um, what I would say is like when you look at now what gives us the confidence in the trade is that no matter what scenario we run, unless kind of like your previous guest was talking about, unless the US and China go back to the way things were, the government is going to have to nationalize what I think is a wartime effort in these indust ...

Geopolitical & Economic Concerns - The US government aims to help China, but will not tolerate economic coercion that slows the global economy; such actions will hurt China the most [1] - The US and its allies will not be commanded or controlled by China's command and control economy [2] - China's export controls are unacceptable to the entire world [2] - China cannot be trusted with the global supply chain [4] - China is fueling Russia's war, highlighting the risk of dependence on China for rare earths and other goods [5] Trade & Tariffs - The US is currently in a 90-day roll on tariffs [5] - A longer role in return for a delay is possible, subject to negotiations before the leaders meet in Korea [6] Supply Chain Issues - Some US auto companies reported a slowdown in magnets, which the Chinese attributed to a holiday [3] - The slowdown in magnets is a clear sign to US allies that collaboration is essential [4]

We are discussing critical minerals and rare earths, and we're going to be signing an agreement that's been negotiated over a period of four or five months. And it was sort a good timing that we got it done just in time for the visit. And we work together very much on rare earths, critical minerals and lots of other things.And we've had a very good relationship. We've been working on that for quite a while. In about a year from now, we'll have so much critical mineral and rare earths that you won't know wha ...

Apple shares climbed to an all-time high Monday following a report suggesting strong demand for the company's new iPhone 17. Cheng Xin / Getty Images Gold prices climbed while oil futures dropped. The yield on the 10-year Treasury note was little changed. The U.S. dollar gained on the pound, but lost ground to the euro and yen. Most major cryptocurrencies traded in positive territory. Cleveland-Cliffs (CLF) shares took off after the steelmaker reported a narrower-than-expected loss, lowered its estimate fo ...

US President Trump signed an agreement with visiting Australian Prime Minister Albanese to boost access to critical minerals and rare earths as the US looks to reduce reliance on Chinese supply chains https://t.co/Ju5WsLJPaB ...

Trump listed rare earths as a priority for the U.S. in its dealing with China on Sunday. ...

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 ...