How something works gives us a good guide to what that thing might be useful for. Hammers are heavy and are useful for hitting things with - there, proof.Tim Worstall is a wholesaler of rare earth metals and one of the global experts in the metal scandium. He is also a Fellow at the Adam Smith Inst in London and an writer for a number of media outlets, including The Times (London), Telegraph, The Register and even, very occasionally indeed, for the WSJ. This account is linked with that of Mohamad Machine-Ch ...

Halifax, Nova Scotia--(Newsfile Corp. - August 26, 2025) - Ucore Rare Metals Inc. (TSXV: UCU) (OTCQX: UURAF) ("Ucore" or the "Company") is pleased to announce the execution of a Non-binding Letter of Intent ("LOI") with Critical Metals Corp. (NASDAQ: CRML) ("CMC") for a long-term offtake agreement to secure heavy rare earth element feedstock from CMC's Tanbreez Project in southern Greenland.Under the terms of the proposed arrangement, Critical Metals Corp. intends to supply Ucore with a rare earth product ...

Market Overview - The three major A-share indices collectively rose in the morning session, with the Shanghai Composite Index up by 0.86%, the Shenzhen Component Index up by 1.61%, and the ChiNext Index up by 2.22% [1] - The North China 50 Index experienced a slight decline of 0.21% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 21,019 billion yuan, an increase of 5,713 billion yuan compared to the previous day [1] - Over 2,800 stocks in the market saw an increase [1] Sector Performance - The top-performing sectors included rare earth materials, AI hardware, liquor, real estate, and wind power equipment [1] - Underperforming sectors included beauty care, clothing, and automotive manufacturing [1] Notable Stocks - AI hardware stocks surged again, with Cambrian Technology surpassing 1,300 yuan and Haiguang Information's market value exceeding 500 billion yuan [1] - New Yisheng (300502) and Zhongji Xuchuang (300308) both saw intraday gains of over 10%, reaching new highs [1] - The rare earth materials sector experienced a significant rally, with stocks like Jinli Permanent Magnet (300748), Northern Rare Earth (600111), and Zhonggang Tianyuan (002057) hitting the daily limit [1] - The real estate sector rebounded collectively, with Vanke A hitting the daily limit and Wantong Development (600246) achieving three consecutive limits [1] - Liquor stocks also performed well, with Shede Liquor (600702) hitting the daily limit, followed by Shuijingfang (600779) and Shanxi Fenjiu (600809) [1]

The mill will currently produce Dy oxide at a rate of about two kilograms per week, using monazite feedstock mined in Florida and Georgia. This has sparked interest among magnet manufacturers and original equipment manufacturers to obtain these samples to accelerate their validation processes. Key Takeaways Energy Fuels (UUUU) has reached a significant milestone by producing the first kilogram of dysprosium (Dy) oxide at pilot scale from its White Mesa Mill in Utah. The company exceeded expectations by atta ...

Core Viewpoint - The article highlights the collaboration between government, banks, and enterprises in the Inner Mongolia Rare Earth High-tech Zone to enhance financial support for local businesses, particularly focusing on the rare earth industry and innovative financing solutions [4][5]. Group 1: Company Developments - Baotou Yingsite Rare Magnetic New Materials Co., Ltd. is a leading private enterprise in the rare earth sector, focusing on magnetic components for consumer electronics, and has become a key supplier for major brands like Huawei, Xiaomi, and Microsoft [2]. - The company aims to enhance its production lines, expand product offerings, and increase production scale, necessitating ongoing financial support [2]. - The company has already engaged with three banks that tailored financing products to meet its specific needs [2]. Group 2: Financial Initiatives - The Rare Earth High-tech Zone organized a "Government-Bank-Enterprise Connection Conference" to facilitate better communication and match financial services with the needs of over 150 enterprises and 19 financial institutions [4]. - The conference introduced over 20 innovative, unsecured credit products, including patent quick loans and order loans, aimed at transforming technology and patents into capital [4]. - A new action plan was established to create a comprehensive financial service system that includes online and offline interactions, ensuring continuous support for enterprises throughout their lifecycle [5]. Group 3: Financing Achievements - The Rare Earth High-tech Zone has successfully implemented a dual pledge model of "fixed assets + intellectual property," providing financing to 45 innovative entities, resulting in over 40 billion yuan in loans [8]. - In the first half of the year, 1.57 billion yuan was directed to enterprises, along with guidance to secure additional municipal funding [8]. - The zone aims to establish a regular "Government-Bank-Enterprise" connection mechanism, targeting 5 billion yuan in credit for enterprises and a 100% response rate to financing needs [8].

Summary of Key Points from the Conference Call Industry Overview - The conference call discusses the ongoing trade dynamics between the US and China, particularly focusing on the recent extension of the trade truce and its implications for bilateral trade and tariffs [1][2]. Core Insights and Arguments - **Trade Truce Extension**: The US and China have extended their trade truce for three months, with the US maintaining a 30% tariff on Chinese goods and China applying a 10% tariff on US goods [1]. - **Impact of Tariffs**: The 30% tariffs are projected to cause an 18.1% decline in Chinese exports to the US, while the 10% tariff on US exports to China is expected to result in a 3.4% drop [3][6]. - **Tariff Revenue**: The US is anticipated to collect $82.2 billion in tariffs despite the decline in Chinese exports, while China is expected to collect around $13.5 billion from US exports [9][11]. - **Bilateral Trade Share**: China is expected to dominate bilateral trade with a 65.8% share compared to the US's 34.2%, a decrease from the 77.9% share before the trade war [14]. - **Game Theory Analysis**: Under various tariff scenarios, the US's gains and China's losses are analyzed, showing that the current 30%/10% tariff regime results in a $77 billion gain for the US and a $76 billion loss for China [17][20]. Additional Important Insights - **Rare Earth Elements (REE)**: The US's reliance on China for REE is highlighted, with China controlling 99% of REE processing. The imposition of restrictions on REE exports by China is seen as a significant factor in the trade dynamics [19][22]. - **Future Tariff Considerations**: The potential for the US to impose additional tariffs on China, similar to those on India for Russian oil purchases, is discussed. However, the presence of REE restrictions complicates this decision [24][27]. - **Strategic Implications**: The US's strategy regarding REE and tariffs is viewed as a Nash Equilibrium, indicating that any shift in this balance will require significant changes in the underlying economic conditions [20][29]. - **Investment Opportunities**: The call identifies non-Chinese rare earth companies, such as MP Materials and Lynas Rare Earths, as potential investment opportunities due to the anticipated growth in demand for REE driven by US defense policies [45][46]. Conclusion - The trade relationship between the US and China remains complex, with tariffs playing a crucial role in shaping trade dynamics. The focus on rare earth elements and the strategic implications of tariffs suggest potential shifts in investment opportunities and market behavior in the near future [29][35].

The company reported second-quarter 2025 financial results, but it doesn't even generate revenue. What has investors so excited? Bouncing back from a 5% decline yesterday, shares of USA Rare Earth (USAR 23.83%) are racing higher this morning. In addition to the company's reporting of second-quarter 2025 financial results yesterday after the market closed, investors are clicking the buy button on the rare earth stock after the company reported today the signing of a memorandum of understanding (MOU). As of 1 ...

Core Viewpoint - MP Materials is positioned as a compelling investment opportunity despite not yet achieving net profitability, driven by macroeconomic factors and company-specific developments [1][4]. Group 1: Company Performance - MP Materials' stock has seen a significant increase of 147% over the past month, indicating strong bullish sentiment among investors [3]. - The company reported a revenue of $57.4 million for the latest quarter, which is an 84% increase compared to the same quarter last year [7]. - Record production of materials reached 597 metric tons during the quarter, representing a 119% increase year-over-year [7]. Group 2: Market Dynamics - The U.S. has implemented trade tariffs focusing on rare earth metals, which are critical for defense and technology sectors [5]. - Due to limited domestic sources of rare earth metals, companies like MP Materials that have demonstrated success are likely to receive government support [6]. - The Pentagon has become the largest shareholder in MP Materials, reflecting confidence in the company's ability to meet defense needs [9][10]. Group 3: Strategic Partnerships - MP Materials is set to provide rare earth metals for global defense purposes, benefiting from additional government support [9]. - The partnership with the Pentagon and involvement from major companies like Apple Inc. highlights the strategic importance of rare earth metals in the AI and semiconductor sectors [11]. Group 4: Market Sentiment - There has been an 8.3% decline in short interest for MP Materials, indicating a shift in market sentiment as bearish investors capitulate [12]. - Despite the decline in short interest, there remains $1.6 billion in open short positions, suggesting potential for further upward price pressure if the stock rallies [13].

For more information, please visit USARE.com and connect with us on LinkedIn and X. About USA Rare Earth USA Rare Earth is building a vertically integrated, domestic rare earth magnet production supply chain. USAR is currently constructing a 310k square foot rare earth sintered neo magnet manufacturing facility in Stillwater, Oklahoma. USAR also controls mining rights to the Round Top Mountain rare earth and critical minerals deposit in West Texas, which holds significant deposits of heavy rare earths, such ...

AUSTIN, Texas, Aug. 07, 2025 (GLOBE NEWSWIRE) -- via IBN – IBN, a multifaceted communications organization engaged in connecting public companies to the investment community, is pleased to announce the release of the latest episode of The MiningNewsWire Podcast as part of its sustained effort to provide specialized content distribution via widespread syndication channels. The MiningNewsWire Podcast features revealing sit-downs with executives who are shaping the future of the global mining industry. The lat ...