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 ...

Core Viewpoint - The Donald Project, a joint venture between Energy Fuels and Astron Corporation, is recognized as a significant near-term source of rare earth minerals, with plans for processing at Energy Fuels' White Mesa Mill in Utah [1][2][11]. Project Approval and Financing - The Government of Victoria, Australia has approved the Work Plan for the Donald Project, marking the final major regulatory approval needed for construction and operation [2][3]. - This approval allows for the finalization of financing arrangements before a final investment decision (FID) can be made [3]. Joint Venture Details - Energy Fuels has the right to invest a total of AU$183 million (approximately US$119 million) and issue US$17.5 million in common shares to earn up to a 49% interest in the Donald Project [4]. - The project is expected to provide a low-cost, long-term supply of rare earth mineral concentrate, which will be processed into high-purity separated rare earth elements (REEs) at the White Mesa Mill [4][5]. Production Capacity and Phases - Phase 1 of the Donald Project is anticipated to supply approximately 7,000 to 8,000 metric tons of rare earth mineral concentrate per year, starting as early as 2026 [6]. - This phase is expected to yield around 4,700 tonnes of total rare earth oxides (TREO), including 990 tonnes of separated neodymium-praseodymium (NdPr) [6]. - Following Phase 1, a Phase 2 expansion is planned, which could increase production to approximately 13,000 to 14,000 tonnes per year of rare earth mineral concentrate [7]. Processing and Market Potential - The White Mesa Mill is equipped to process the Phase 1 quantities of rare earth mineral concentrate into separated NdPr and other REEs [6][8]. - The Donald Project's output could fulfill about 22% to 23% of the planned capacity of the Phase 2 Mill Expansion [8]. Strategic Importance - The Donald Project is viewed as a critical link between the U.S. and Australia for rare earths and critical minerals, essential for various commercial and defense technologies [5][11]. - The project is expected to provide a significant and consistent source of REE feedstock for Energy Fuels for decades [7].

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 ...

If we've learned 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 ...

Well, Brendan, you've been covering these negotiations closely over the past few months as tensions between the US and China have escalated and deescalated. How has that ticking clock played into these talks this week in London. Well, the focus for the past couple weeks for the Trump administration has really been on China.It's been almost exactly a month since they emerged from talks in Geneva, Switzerland. But what's happened in the meantime is China has shown the world how much leverage it has. China con ...

(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 ...