Greenland is not easy to get to. It's part of the Kingdom of Denmark, but it's north of, well, pretty much everything. It's east of the eastern most part of Canada and west of Iceland.Most of Greenland is covered with snow year round. And so, after an arduous 48 hour journey to Nook to Greenland's capital, Joe Doe and Drew Horn started their next leg to a place called Tan Breeze, named for some of the rare earth elements it contains. tantelum, nobbium, and zirconium.Tan breeze is a piece of mountain. It is ...

U.S. Becomes Largest Shareholder In MP Materials—Rare Earth Miner—To Counter Chinahttps://t.co/ohWNcUBMQq https://t.co/CtURty8wH7 ...

Geopolitical & Economic Strategy - African nations presented access to critical and rare earth minerals, essential for technological advancements like chips and semiconductors, in exchange for US investment [3] - Gabon sought autonomy in mineral processing to add value, grow their economy, and create jobs [4] - The discussed investment aimed to develop 8 to 10 gigawatts of electricity, potentially reducing incentives for young people to migrate to the US [5] - The US aims to reduce reliance on China, a major producer of rare earth minerals, who uses them for geopolitical leverage [6] - African countries are keeping their options open, being courted by China and the Middle East [10] Meeting Dynamics & Outcomes - African leaders appeared well-briefed, delivering a consistent message emphasizing investment opportunities and the importance of the US as an ally [1][2] - The meeting was perceived as a starting point, better than expected but not fully meeting the African leaders' hopes [7] - No definite agreements were reached during the meeting [9] - The US president hinted at potential tariff exemptions for these African countries [6]

Of course, this sort of more clear cut strategic directive at curtailing China becomes a lot more muddled when it comes to the various trade tiffs and and tariff uncertainties that the US has going with a number of these countries. How complicated does this become, particularly at a time where there's also gripes about Trump wanting Indo-Pacific allies to be spending more on defense post the NATO meeting. Yeah, that's a great question, because the impetus for the Trump administration is to reaffirm the impo ...

June 15, 2025 06:00 AM GMT Sunday Start | What's Next in Global Macro M Global Idea A Détente, Not a Deal: The State of US-China Trade While media headlines may have suggested last week's trade agreement between the US and China was a breakthrough, we think investors need to see it more as a détente than a comprehensive deal. The agreement represents a tactical pause in escalating tensions rather than a resolution of fundamental disagreements. Why view it this way? Consider: This limited deal aligns with Mo ...

If we learn one thing during the president's recent negotiations with China, it's that we don't have the cards. We can disrupt their entire manufacturing economy. We can threaten them with a level of unemployment, specifically youth unemployment, that they didn't see coming.But in the end, we got rules because of one thing, our well-known dependence on China for rare earth minerals. They got them. We need them.Although it does make you wonder what the heck were we thinking when we started a trade war withou ...

(door slamming) (camera shutter clicking) (onlookers faintly speaking) (car engine rumbling) - We have reached a framework to implement the Geneva consensus and the call between the two presidents, right. So that was on June 5th. So we've combined those two.We've reached a framework for implementation. So the idea is we are going to go back and speak to President Trump and make sure he approves it. They're gonna go back and speak to President Xi and make sure he approves it.And if that is approved, we will ...

>> GOOD MORNING. I AM TOM MACKENZIE IN LONDON. THESE ARE THE STORIES THAT SITE YOUR AGENDA.CALLING FOR NATIONAL GUARD TROOPS TO BE RETURNED TO HIS CONTROL AS LOS ANGELES IS ROCKED BY A THIRD DAY OF PROTESTS. STOCKS GAIN IN ASIA HEAD OF TRADE TALKS BETWEEN THE U.S. AND CHINA. TARIFFS, TECH RESTRICTIONS AND ACCESS TO RARE EARTH MINERALS.IN LONDON TECH WEEK KICKS OFF AS THE GOVERNMENT LOOKS TO PUT AI AT THE HEART OF ITS GROWTH AGENDA. GOOD MORNING AND HAPPY MONDAY. LET'S CHECK IN ON THESE MARKETS.A POSITIVE DA ...

China's ongoing restrictions on rare earth minerals have already begun to impact industries reliant on the key materials. China imposed export restrictions, which means that you now had to apply to get a license to be able to export these rare earths. We had a very short supply of these materials here in the United States.Certain auto companies have already run out. We saw Ford actually stop production of the Ford Explorer in Chicago because it hasn't been able to access these materials. There's a frustrati ...