Rare Earths

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US-China Tariff Truce Extension: Ex-Trade Diplomat on Negotiations, Export Controls
Bloomberg Television· 2025-08-12 00:51
Every other trade deal has been concluded very quickly. What is the pace of this one telling you. Well, there's not a lot of time for these negotiations to proceed.So I think it's extremely important that both sides have agreed to a tariff rollover. So now they can really put their energies and attention on the key outstanding issues, including export controls, critical minerals, excess capacity, you name it. There's lots of issues on the agenda and not a lot of time to come up with negotiated solutions.Let ...
Rare Earth Mining Stock Could Just Be Getting Started
Schaeffers Investment Research· 2025-08-08 17:00
The potential recovery of rare earth elements in Wyoming could make this stock attractive for speculators, especially on a pullback. Analyst outlook is minimal at best, with just three "buy" recommendations on the books, leaving plenty of room for optimism. Short interest is at an all-time high, surging 73% since June, while implied volatility (IV) is reasonable with the 30-day at 90% and options IV priced at 88%. Our recommended September 17 call has a leverage ratio of 3.6 and will double on a 27.8% pop i ...
X @Bloomberg
Bloomberg· 2025-08-08 16:48
On today’s Big Take podcast, @JoeDeaux takes us inside Greenland’s rare-earths prospects. What its resources could mean for global supply chains and how the US is planning to expand its influence. https://t.co/m2IINTpTMI ...
China squeezing supplies of rare earths for defense companies: Report
CNBC Television· 2025-08-04 11:29
Welcome back to Squawk. China reportedly squeezing the supply of critical minerals it supplies to Western defense companies. Wall Street Journal reporting that China began letting more rare earths flow when trade tensions cooled back in June.But now supplies minerals specifically used for defensive uh for defense I should say have remained tight. Reports say the prices of some key minerals have now increased five or six times. Yesterday on CBS's Face the Nation, US trade representative Jameson Greer said th ...
The Chinese negotiating hand is quite firm right now, says China Beige Book CEO Leland Miller
CNBC Television· 2025-07-31 11:38
China's Economy & Trade Talks - China's economy is in relatively good shape, with July data showing improvement compared to June, although growth is not exceeding year-ago levels [1][2] - China has included export controls in trade negotiations, giving them significant leverage, particularly concerning rare earths and critical minerals [3][5] - The inclusion of export controls has created a situation of mutually assured destruction, giving China a choke point over the United States economy [6] Manufacturing Sector - Despite PMI data suggesting weakness, the manufacturing sector in China remains strong and continues to export [9][10] - While exports to the United States have contracted, there has been a surge in exports to Asia, indicating the manufacturing machine is still productive [10] - Manufacturing's strength is crucial as China currently lacks other significant growth drivers [11] Security Concerns & Chip Industry - China is raising potential security risks with chips, potentially as a response to concerns about Huawei [6] - There are concerns about the future ability to geographically track chips, leading to worries about transshipment and potential circumvention of regulations [7]
China: No need to return to a trade war with U.S.
CNBC Television· 2025-07-28 15:35
this all. If there's a will there's a way to some of these deals. It certainly plays a role here Megan.Thank you. For more on how the Chinese are thinking about trade negotiations, let's bring in Eunice Yun, live from Beijing. Hey, Eunice. Hey, Leslie.Well. >> China is reiterating the commerce minister's recent remarks that there is no reason to return to a trade war. The minister said practice has proven that through dialog and consultation, we can properly manage contradictions.So the Foreign Ministry rep ...
What to Expect From Trade Talks With China
Bloomberg Television· 2025-07-23 18:01
THAT THE CHINESE CAN BUY THEM BUT THAT IS IN A BALANCED WEIGHT WITH THE CHINESE DELIVERING ON THE DEAL WE MADE WITH THEM AND DELIVERING RARE EARTHS. ANNMARIE: SO WHEN YOU ARE SITTING WITH THEM NEXT WEEK, WHAT ARE YOU EXPECTING TO TALK ABOUT WITH THEM. SEC.LUTNICK: WHAT WE TALK ABOUT IS THERE IS A LINE. BELOW THE LINE WE ARE GIANT ECONOMIES AND WE SHOULD TRADE WITH EACH OTHER. THEY WANT TO BUY OUR PRODUCE AND VEGETABLES.THEY DON'T GROW ANYTHING AND THEY DON'T HAVE THE BREADBASKET OF AMERICA THAT WE HAVE. THE ...
X @Bloomberg
Bloomberg· 2025-07-22 17:46
Project Financing - Aclara is discussing potential financing with US government agencies for its $15 亿 (billion) rare earth mining and processing plan [1] Project Scope - The plan includes rare earth mining in Latin America and the development of a processing plant in the US [1]