USA Rare Earth (NASDAQ: USAR) is attracting a lot of attention these days, which is appropriate for a company that specializes in mining for rare-earth minerals that are used to make powerful magnets. Rare-earth deposits are not really that rare in the Earth's crust. It is just challenging to find them in concentrations high enough to make mining them economically feasible. The term refers to 17 chemically similar elements that are valued for their magnetic, luminescent, and electrochemical properties. The ...

Core Insights - Rare earth minerals are not particularly rare but are often found in low concentrations, requiring extensive refining processes that pose environmental and health risks [1][2] - These minerals are essential for modern technology, including electronics and military applications [2] - China dominates the rare earth market due to its willingness to manage the toxic extraction processes, while the U.S. has reserves but faces challenges in cost-effective extraction and refining [3] Company Overview - MP Materials, based in Las Vegas, operates the Mountain Pass Rare Earth Mine, producing critical minerals like neodymium-praseodymium (NdPr) essential for electric vehicles and electronics [5] - The company is the leading U.S. producer of rare earth minerals and has experienced steady revenue growth, with expectations for significant future increases due to a partnership with the U.S. government [6] - MP Materials' stock has risen by 33% this year, bolstered by a military price floor for its NdPr products, indicating strong future performance [6] Strategic Partnerships - MP Materials has secured a long-term agreement with Apple to supply American-made rare earth magnets from recycled materials, valued at $500 million, enhancing its market position [7][8] - This partnership is part of a broader strategy to compete against low-cost Chinese imports and ensure compliance with American environmental regulations [7]

Vietnam’s parliament has moved to ban exports of raw rare earth resources as part of an overhaul of the nation’s geology and minerals law, which tightens controls over deposits and sets out new rules for the industry https://t.co/q9LiCWqoB6 ...

Industry Trend - Europe is undertaking a historic rearming effort [1] - European defense companies are scrambling for rare earth minerals, a vital component in high-tech weapons [1] - US rivals are more nimble in acquiring rare earth minerals [1]

Treasury Secretary is joining us now. Uh Scott Besson, we we worked on that that segue. Uh Mr.. Treasury Secretary, I hope you liked it. How are you. Good good to see you.>> Good morning, Joe. Good to see you. >> You uh let's talk tariffs and and and uh since it's front and center for everyone with with this beginning now at at Scotas, you have said you're going and um you want to be in the front row.I think you're I think your chances are good if you say that's where you'd like to sit. Uh, look, Joe, I I t ...

Market Trends & Global Economy - China effectively suspends additional export curbs on rare earth minerals and terminates probes on US chip firms, signaling a potential ease in trade tensions [1][6][42] - The US administration's de-risking strategy with China continues, but the fragility of the situation requires both sides to comply with agreements [8][9][10] - Concerns about debt and uncertainty around budgets in Europe, particularly in France and the UK, are allowing the US dollar to rally [54][55] Company Performance & Financial Activities - Alphabet plans to sell at least $35 million worth of bonds to fund AI expansion and cloud infrastructure [15][62] - Berkshire Hathaway's cash pile soared to over $380 billion in the third quarter, a fresh record, but the company is not engaging in buybacks [19][20] - BP is getting rid of $15 million worth of assets in the Permian Basin and Eagle Ford as part of an investment strategy [5] - Ryanair expects to exceed its passenger growth for the full year, with traffic growth around 3% [27][33] Commodities & Interest Rates - OPEC signals a pause in production hikes in the next quarter, leading to fluctuations in oil prices [1][43] - The Federal Reserve is reluctant to cut rates due to sticky inflation, and the market anticipates structural changes leading to a more dovish Fed [48][50][51] - The 10-year Treasury yield is up, reflecting investor selling off treasuries [3][44]

Market Trends & Geopolitics - US-China trade tensions are easing, with China agreeing to allow rare earth minerals and magnets to flow again and the US withholding escalation of its entity list [2][3] - The US Supreme Court will hear arguments on the legality of President Trump's tariffs, potentially impacting businesses reliant on international trade [10][11] - Emerging markets have experienced a strong rally, driven by supportive global backdrop, solid growth data, and compelling valuations [33][34] - The market is pricing the Fed rate path into the end of next year as excessively dovish, even with dark info in terms of not having lots of data [28] Earnings & Financial Performance - European earnings reporting period shows 52% win and 29% lose, a significant percentage, though typically lower than the US [13] - European equities are seeing record ETF flows as European investors repatriate funds [20] - US earnings are broadening out, with 9% earnings growth outside of the "Magnificent Seven" tech stocks [21] - Renewable energy investments reached a record $386 billion during the first half of 2025, outperforming traditional energy investments [71] Energy Sector - OPEC-Plus plans to pause output hikes for next year, assessing market conditions and demand dips in the first quarter of 2026 [53][54] - The energy industry anticipates a surge in power demand from data centers, potentially doubling by next year, equivalent to Japan's total power demand [50] - BP has agreed to sell its stakes in US shale assets for $15 billion [47] - Ryanair expects to exceed its growth target, predicting 207 million passengers this year due to strong demand and early Boeing aircraft deliveries [84][85]

Trade Relations - The US President states a trade deal has been reached with China, details unconfirmed by the Chinese side [1] - The US President describes the meeting with the Chinese President as successful and friendly [1][2] - The US decided to lower tariffs on China from around 57% to 47% [2] Agreements & Commitments - China has agreed to postpone for a year new restrictions on the exports of critical rare earth minerals [3] - China has agreed to help stop fentinel trafficking into the US [3] - China has agreed to buy soybeans from American farmers [3]

Amazon - Amazon Web Services (AWS) is facing challenges compared to Microsoft and Google due to its slower growth rate and less direct ties to open AI technologies [3][4] - The recent layoffs announced by Amazon are the largest in the company's history, which may impact its operational efficiency [2] - If AWS revenue growth meets or exceeds the previous quarter's growth, it could positively influence Amazon's stock price in the near term [5] Apple - The iPhone 17 is reportedly outperforming expectations, with management guiding for mid to high single-digit revenue growth for September [6] - Ongoing geopolitical discussions between the U.S. and China may benefit Apple, particularly regarding the sourcing of rare earth minerals critical for consumer electronics [7][8] - The easing of geopolitical risks has contributed to a rebound in Apple's shares, indicating positive market sentiment [9]

Let's get you to the region with MSNBC senior White House reporter Von Hillyard in South Korea ahead of tomorrow's summit. Also with us, Axio's chief economic correspondent Neil Irwin. Von, tell us more about these latest economic agreements and the president's message this morning.>> Right. This was a big 24 hours for him in Japan, meeting their new conservative first ever female prime minister, named prime minister by their parliament just literally last week. and the prime minister Sai Takahichi.She made ...