Well, the US imports a full 70% of its rare earth from China, and a crackdown could devastate the supply chain. Our next guest is the CEO of the only company in America manufacturing industrial magnets that use zero rare earth metals. Their customers span industries from defense and EVs to medical devices and more.Jonathan Roundtree of Nyron Magnetics joins us now. Jonathan, uh, great to have you with us. >> Yeah, thank you for having me on the show today.>> And you just broke ground on a second manufacturi ...

Is this a bubble. Well, thanks for having me on your program. And of course, that is the question that people are asking when things like this just go parabolic, to use a word that captures the imagination.People wonder, you know, how long can this go on. And they start comparing it to the past. We don't believe that it's a bubble.The underlying factor and force is the the usefulness that can be gotten from these A. I. models.And we're only at the very, very beginning of that. You know, companies are having ...

#报告 #图表 美银：中国加强稀土出口管制可能会加剧OEM供应链中断；25张图表详解当前稀土形势。 https://t.co/wr2MAl6bb1None (@None):None ...

Supply Chain Security - The South Korean government is focused on securing a stable supply of rare earth elements [1] - The National Security Office convened a meeting to address rare earth supply chains [1]

Rare Earth Market Control - China controls nearly 70% of global rare earth mining and close to 90% of processing capacity [1] - Any policy move from Beijing can quickly ripple across industries [1] Potential Supply Chain Disruptions - The market anticipates potential supply squeezes due to China's dominance in rare earth exports [2] - Market volatility indicates concerns about the short-term impact on the AI trade [2] US Response - The US is expected to accelerate efforts to build an independent rare earth supply chain [2] Importance of Rare Earth Minerals - Rare earth minerals are crucial for magnets used in EVs, defense, AI, and critical tech [2]

Joining us now, CNBC global supply chain reporter Laurianne Lorocco and Bloomberg news anchor and correspondent David Gura. Laurianne, what's it like at the ports right now with these tariffs. It is ugly, Katie.We actually have a quintuple tariff hit today. Uh the first is the 10% tariff on timber and the 25% uh tariff on kitchen cabinets and furniture. This is going to be inflationary, Katie, for the consumer as well as the homebuilders.And just if you think those tariffs aren't high enough, they're going ...

The EU is trying to find a way to respond to China’s latest restrictions on critical raw materials, with chipmakers across the global supply chain facing weekslong delays in shipments https://t.co/ZqM3oa36cN ...

Shares of US rare earth miners jumped yesterday and have been on the move for the past month. The sector getting an initial boost after President Trump threatened tariffs on China and JP Morgan Chase yesterday released a $1.5% trillion plan including up to 10 billion dollars for critical mineral investments. Yesterday on Squawkbach Wharton's Jeremy Seagull told us that in his words it is scandalous that the United States doesn't have a rare earth's reserve.Joining us right now is Ben Emmens. He is Fed Watch ...

Industry Investigation - The Ministry of Transport, in conjunction with the Ministry of Industry and Information Technology, is investigating the impact of the US Section 301 investigation on China's shipping industry, shipbuilding industry, and related industrial and supply chain security and development interests [1] - The investigation will also cover whether relevant enterprises, organizations, or individuals have implemented, assisted, or supported the US in taking discriminatory restrictive measures against China in the shipping industry, shipbuilding industry, and related industrial and supply chains [1] - The investigation will cover other related matters [1] Potential Measures - The government will introduce corresponding measures in due course based on the investigation results [1]

Some pretty big news out of JP Morgan on Monday morning about how they plan to invest $10 billion as part of this decadel long initiative into areas they feel is necessary for national security as well as American economic resiliency. So what do they mean by that exactly. Well, they kind of break it into four key categories.The first is areas around supply chain and advanced manufacturing. They're also looking at defense and aerospace. Energy independence is the third bucket there.And then strategic technol ...