Rare Earths
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X @Bloomberg
Bloomberg· 2025-10-14 00:01
Brazilian Rare Earths backed by richest Australian Gina Rinehart, raised $78 million selling new shares as it seeks to develop a project for the key materials used in EVs and defense equipment https://t.co/bPrjvLK0ZB ...
REMX: The Critical Materials Rally Will Continue
Seeking Alpha· 2025-10-13 21:40
Core Viewpoint - The term "rare earth" is misleading as these elements are not as rare as commonly perceived, but their extraction is challenging [1] Group 1 - Rare earth elements are more abundant than their name suggests, yet they are difficult to mine and process [1]
X @Yuyue
Yuyue· 2025-10-13 14:28
看到这波美股开盘强势反弹,可以基本确认又是白宫股神的 TACO 技巧。想到几个月前在推上分享 $MP 的时候大 B 哥 @BTCBruce1 也说他重仓了稀土概念,应该是麻中麻了不得不说股市的节奏确实很慢,MP 我拿了足足三个月整才有了点推背感,另一个股 $USAR 也是拿了一个月,直到现在稀土战爆发之后才跟着爆发,同时 A 股那边稀土今天也很猛……按月拿的股票实在拿得很这么,得少看少动当时稀土其实一个顾虑是特朗普政策的不确定性,搞不明白到底是一时兴起还是战略部署,现在看来确实是准备把整体产业长线独立。上一波 MSX FUD 之后看见 @MSX_CN 确实慢慢做起来了,有了 5.58B 的交易量,也是走上了股票的 buidl 慢节奏Yuyue (@yuyue_chris):美股的大机会真多啊,比如稀土龙头 $MP Materials Corp. 从最开始公布和美国国防部的合作之后就一路涨今天苹果(AAPL)还表示,未来将在美国生产 190 亿颗芯片,并承诺所有稀土磁铁均由美国供应商采购,直接利好 MP今天 MP 公布业绩,估计会有一个回调,但苹果 6000 https://t.co/8wbb2rUlJw ...
China vows countermeasures against Pres. Trump's 100% tariffs
CNBC Television· 2025-10-13 10:54
President Trump also softening his tone on China after Friday's threat of new 100% tariffs on that country starting November 1st. Ununice Yun is tracking all the latest developments in the story and she joins us now with more including the reaction in China. Ununice good to see you.>> Thanks Becky. Well, after getting a strong response from the US, the Chinese are defending their approach to expand their export curbs. The foreign ministry today said the US has continuously introduced a series of restriction ...
X @Bloomberg
Bloomberg· 2025-10-12 17:02
The increased purchases come as new export controls of rare earths and other key materials for defense and technology manufacturing were unveiled by China’s Ministry of Commerce last week. https://t.co/2t2YwXLRrL ...
X @Bloomberg
Bloomberg· 2025-10-11 23:44
Australia is considering setting minimum prices for critical minerals and investing in new rare-earth projects as part of a potential resources deal with the US, the Age reports https://t.co/O6vMIiSwKF ...
X @Nick Szabo
Nick Szabo· 2025-10-11 06:28
Trade Policy - China requires global exporters to seek its approval for materials containing rare earths that have been touched, processed, or mined by China [1] - The policy potentially impacts exports including cars, microwaves with chips, and defense materials [1] Geopolitical Implications - The U S Trade Ambassador views China's action as extreme [1]
Bloomberg Defense Tech Special | Bloomberg Tech 10/10/2025
Bloomberg Technology· 2025-10-10 20:39
COAST-TO-COAST. WITH CAROLINE HYDE IN NEW YORK AND ED LUDLOW IN SAN FRANCISCO. CAROLINE: WELCOME TO A VERY SPECIAL EDITION OF "BLOOMBERG TECHNOLOGY." LIVE FROM CALIFORNIA.ED: TODAY WE GO ALL IN ON DEFENSE TECH. AND DISCUSS WITH SOME OF THE BIGGEST NAMES IN THIS BOOMING INDUSTRY, COMP COMPETITION WITH CHINA, WORKING WITH THE U.S. GOVERNMENT AND A LOT MORE. WE KICK THINGS OFF WITH BRIAN SCHIMPF, C.E. O. , OF THE FIRST OF MANY CONVERSATIONS.BRIAN, WE’RE GRATEFUL TO BE HERE. THERE’S BEEN A LOT OF HYPE AROUND TH ...
Trump threatens 'massive' tariff hike on China over rare earths dispute
CNBC Television· 2025-10-10 17:15
This is the president now reacting on social media to the Chinese move earlier to restrict rare earth materials coming out of that country to nations around the world. The president posting a lengthy post on social media here, but in it he's threatening unspecified retaliation against the Chinese side. He's also seems here to cancel his scheduled meeting uh that's coming up with President Xiinping of China.the president here uh saying this was a real surprise uh not only to me but to all the leaders of the ...
Tensions With China Are Not Ending, Anduril CEO Says
Bloomberg Technology· 2025-10-10 15:50
WITH WAR FIGHTERS THIS. YEAR WE'RE REALLY MOVING INTO THIS MODE OF REALLY PRODUCING. ED: FOR GIVE ME.WE HAVE BREAKING NEWS. PRESIDENT TRUMP IS SAYING HE WAS DUE TO MEET CHINA'S PRESIDENT XI IN TWO WEEKS' TIME. HE NOW SAYS HE SEES NO REASON TO DO SO.THE TEAM IS GOING TO PUT HEADLINES UP ON THE SCREEN. A SIGNIFICANT PIECE OF NEWS BECAUSE PART OF WHAT WE WANTED TO DISCUSS TODAY WAS CHINA. THE PRESIDENT SAYING THAT HE'S CALCULATING INCREASED TARIFFS ON CHINESE PRODUCTS.AND BEAR WITH US. WE ARE SEEING THIS QUITE ...