It isn’t just rare earths. China can use its dominance over these three supply-chains to impose pain on its trading partners. https://t.co/dQG3pPYKBe ...

Core Viewpoint - Shares of rare earth companies have declined following the third quarter financial reports from MP Materials and USA Rare Earth [1] Company Summary - MP Materials and USA Rare Earth have both reported their third quarter numbers, contributing to the downward trend in their stock prices [1]

Japan and the US will join forces to extract rare earths in the waters around a small island in the Pacific, after the two allies struck an agreement to work together to cut their reliance on China for the critical mineral https://t.co/wULRp6X3Kr ...

P materials reporting results just moments ago. Adjusted loss of 10 cents per share. That was better than the 18 cents loss expected.Revenue just shy of estimates though, 53.6% million versus estimates of 54.9% million. MP noting it ceased all sales of products in China. Uh in part because of its deal with the Pentagon that resulted in no revenue recognized from rare earth concentrate during the quarter, driving the 15% decline in consolidated revenue year-over-year.Uh so keep that in mind with that topline ...

[Music] [Applause] [Music] Whoever becomes the leader in AI will be the ruler of the world. I didn't say that. Vladimir Putin did all the way back in 2017.If you look throughout history, the greatest civilizations have always been tied to technology and sovereignty has always been tied to technology as has power. So the greatest risk of our time isn't in my view inflation, market instability or even war in the conventional sense. It's that we democracies fail to re-imagine what a technological republic look ...

The EU is privately warning that there’s little it can do in the near term to compel China to ease export controls on critical rare earths https://t.co/oCHAv6asIJ ...

It isn’t just rare earths. China can use its dominance over these three supply-chains to impose pain on its trading partners. https://t.co/TOqEKYHd97 ...

Industry Trend - Rare earths dispute between China and the US is impacting the industry [1] Key Individuals - An Australian Trump superfan is rising among the world's wealthiest individuals [1]

Core Viewpoint - Cleveland-Cliffs Inc (NYSE:CLF) is experiencing significant discussion among investors, particularly due to its recent quarterly results and subsequent stock performance influenced by Wells Fargo's downgrade, which suggested an overreaction to rare earths enthusiasm [1]. Group 1: Investment Thesis - Jim Lebenthal, Chief Equity Strategist at Cerity Partners, is bullish on Cleveland-Cliffs Inc, emphasizing that the investment thesis is evolving beyond rare earths [2]. - The company has secured contracts with major OEMs at favorable prices for the next two to three years, indicating a positive outlook driven by increasing auto demand, which constitutes about one-third of its business [2]. - A memorandum of understanding has been signed with an international steel company to utilize idle assets and plants at Cleveland-Cliffs, further enhancing the investment narrative [2]. Group 2: Market Context - The stock initially surged following the quarterly results but faced a decline after Wells Fargo's downgrade, highlighting the volatility in market sentiment surrounding the company [1]. - The overall market context includes a rising auto production trend, which is expected to benefit Cleveland-Cliffs significantly due to its involvement in the automotive supply chain [2].

India plans to almost triple the size of its incentive program for rare earth magnet manufacturing to more than $788 million as it races to build domestic capacity in a sector dominated by China, according to people familiar with the matter https://t.co/fo7dAefWfP ...