Rare Earth Magnets

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X @Crypto Rover
Crypto Rover· 2025-10-14 07:43
💥BREAKING:🇨🇳 China has tightened scrutiny on rare earth magnet exports, reaching trade war–level intensity last April. https://t.co/ikF8gwlf7G ...
Gold stocks are trying fortify supply chains in the United States: Canaccord Genuity's Gianarikas
CNBC Television· 2025-10-09 18:35
My next guest is expecting even more gains in that space. He's got a buy rating on both MP and USR. So for more, let's bring in George Gianas.Did I get that right. Analyst at Cancord Genuity. >> Perfect.>> Awesome. >> Great. George, welcome to the show.Let's start right there because there is an incredible amount of appetite and attention from investors into the rare earth space. However, the actual mining and then refining and then producing into magnets of rare earths, that supply chain takes a long time ...
X @Bloomberg
Bloomberg· 2025-09-20 05:36
China’s shipments of rare-earth magnets to the US dropped in August, even as overall exports continued to rebound following a recent easing of Beijing’s restrictions https://t.co/fVbXPp89Rn ...
X @Bloomberg
Bloomberg· 2025-08-29 04:52
Supply Chain Concerns - South Asian automakers are facing a shortage of heavy rare earth magnets [1] - The industry hopes the meeting between PM Modi and President Xi will resolve the supply issue [1] Geopolitical Factors - The China-India relationship, despite some warming, still presents challenges for automakers in South Asia [1]
Mate80直连低轨卫星,没网一样可以刷抖音?| 0807 张博划重点
Hu Xiu· 2025-08-07 14:53
Market Overview - On August 7, the market experienced fluctuations, with the Shanghai Composite Index reaching a new high for the year while the ChiNext Index adjusted [1] - The total trading volume in the Shanghai and Shenzhen markets was 1.83 trillion yuan, an increase of 91.4 billion yuan compared to the previous trading day [1] Sector Performance - The rare earth permanent magnet concept stocks surged in the afternoon, with Ningbo Yunsheng hitting the daily limit [1] - The semiconductor sector showed strong performance, with over 20 stocks, including Fuman Micro, reaching the daily limit [1] - Medical device concept stocks initially rose sharply, with Lide Man hitting a 20% limit up [1] Index Changes - At the close, the Shanghai Composite Index rose by 0.16%, while the Shenzhen Component Index fell by 0.18%, and the ChiNext Index decreased by 0.68% [1] Recent Highs in Sectors - The chip sector recorded a significant increase, with a score of 57, up 14 points from the previous week [3][4] - The robotics concept also saw a rise, scoring 54, up 9 points [3][4] - The military industry sector scored 53, up 10 points [3][4] - The medical sector maintained a high score of 39, with a slight increase [3][4] - The chemical sector scored 24, up 41 points [3][4]
MP Materials CEO on deal with the Defense Department
CNBC Television· 2025-07-10 16:27
Deal Overview - MP Materials announces a major deal with the Department of Defense (DoD) to fund the expansion of its magnets facility, targeting a 10x increase in capacity [1] - The DoD will become MP Materials' largest shareholder after investing $400 million in newly created preferred equity [1] - The deal includes convertible preferred equity, warrants, loans, price floor, and offtake commitments extending more than a decade [2] Strategic Rationale - The partnership aims to establish a full rare earth supply chain in the US, addressing national security concerns and reducing reliance on Chinese rare earth production [5][6] - The deal is structured to ensure a fair return on capital, enabling accelerated investment in downstream magnet production [13] - The price floor is necessary because Chinese entities set prices below levels that allow for adequate returns on capital in the free market [4][12] Economic Impact - The US taxpayer will participate in the upside of both the commodity and magnet economics, indicating a potential return on investment [6][11] - The deal is expected to accelerate the development of the entire supply chain, benefiting MP Materials shareholders, the US government, and commercial industry [5] - Rare earth magnets are essential for physical AI, including robotics, and securing the supply chain is crucial to maintaining trillions of dollars in potential economic value [14][15] Geopolitical Context - The deal is a response to Chinese mercantilism, which poses a challenge to US strategic supply chains [9][10] - The Trump administration and the Pentagon are credited with recognizing the challenge and implementing a solution to onshore the supply chain [3][10]
X @Bloomberg
Bloomberg· 2025-06-30 05:35
Geopolitical & Trade Relations - US leverages export controls on technology as a bargaining tactic against China to secure rare earth magnet supplies [1] - China demonstrates its capabilities independent of advanced US semiconductors [1]