Rare Earths

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Why USA Rare Earth Stock Leaped by Almost 14% Today
Yahoo Finance· 2025-10-20 20:56
Key Points A deal reached by the U.S. with a key ally boosted domestic stocks associated with rare earths. This one also benefited from an analyst's bullish initiation of coverage. 10 stocks we like better than USA Rare Earth › USA Rare Earth (NASDAQ: USAR) won big on Monday, as it operates in a country whose government just signed an encouraging deal for such materials. On top of that, its stock is now under coverage by an analyst who feels it is a buy at current prices. USA Rare Earth's stock rose ...
MP Materials Shares Rise. Watch This for Clues on Where Rare Earth Stocks Go Next.
Barrons· 2025-10-20 12:17
Trump listed rare earths as a priority for the U.S. in its dealing with China on Sunday. ...
X @Bloomberg
Bloomberg· 2025-10-20 10:10
Researchers are developing ways to break the need for Chinese rare-earth materials. Too bad the White House is cutting funding, @tomwblack says (via @opinion) https://t.co/cKWRjYzQfP ...
X @Bloomberg
Bloomberg· 2025-10-20 02:12
Prime Minister Albanese is set to pitch Australia's vast resource holdings as a solution to China’s rare earth curbs at a meeting with President Trump, as the US and other countries scramble to diversify supply of critical minerals https://t.co/MbxA0pR89L ...
Antimony forerunner Larvotto fields $1.40/sh takeover bid from US peer; HotCopper users balk
The Market Online· 2025-10-20 02:07
Core Viewpoint - Larvotto Resources (ASX:LRV) has received a takeover offer from United States Antimony Corporation at $1.40 per share, which is perceived as low by investors on HotCopper [1] Group 1: Company Developments - Larvotto Resources is recognized for having Australia's largest undeveloped antimony project, along with evidence of gold and tungsten at its Hillgrove site [2] - The latest reports indicate that no minerals have been extracted yet, suggesting that both American and Australian companies are closely monitoring developments in the sector [3] - The takeover offer from USAC coincides with a diplomatic meeting between U.S. President Donald Trump and Australian Prime Minister Anthony Albanese, focusing on access to critical mineral deposits [3][4] Group 2: Market Context - The Australian rare earths sector has seen positive momentum, particularly following China's restrictions on rare earth exports [5] - There is potential for Australia to introduce price floors for critical minerals, similar to actions taken by the Pentagon for MP Materials earlier this year [5] - Larvotto Resources last traded at $1.31 per share, indicating a slight difference from the takeover offer [5]
全球宏观下一步 - 美国与中国:关系复杂-What's Next in Global Macro-The US and China It's Complicated
2025-10-20 01:19
Summary of Key Points from the Conference Call Industry and Company Involvement - The discussion primarily revolves around the **US-China relationship** and its implications for **global macroeconomic conditions** and **investment strategies**. Core Insights and Arguments - **Dynamic Trade Relationship**: The US and China are engaged in a tactical contest for economic advantage, characterized by rolling negotiations and truces rather than a definitive trade peace or economic decoupling [2][3][10]. - **Strategic Interdependencies**: Key sectors such as **rare earths** and **semiconductors** remain critical, with both nations calibrating their policies to maintain economic ties while exerting leverage [2][3]. - **US Industrial Policy**: The US is ramping up its industrial policy, particularly in sectors like **AI** and **semiconductors**, with significant capital expenditure (capex) incentives from recent tax legislation. This includes a projected **$2.9 trillion** in data center financing needs over the next three years [4][9]. - **Tariff Levels**: Effective US tariff levels are currently **4-5 times higher** than at the beginning of the year, indicating ongoing trade-related pressures on corporate decision-making [9]. - **Economic Growth Risks**: The US government shutdown adds uncertainty to economic forecasts, with predictions suggesting it may extend into November, complicating growth prospects [9]. Additional Important Insights - **Mixed Economic Signals**: Economic data presents a mixed picture, with the potential for a near-term correction in equities due to growth concerns, while large-cap US companies may benefit from favorable policy choices [9][10]. - **China's Economic Indicators**: Expectations for China's 3Q real GDP growth are projected to slow to **4.6%**, down from **5.2%** in 2Q, with industrial production growth remaining flat at **5.2%** [14]. - **Investment Opportunities**: The evolving US-China relationship and the focus on domestic investment in critical sectors present opportunities for credit investors, particularly in AI and technology-related fields [8][9]. This summary encapsulates the key themes and insights from the conference call, highlighting the complexities of the US-China relationship and its broader implications for investment strategies and economic forecasts.
稀土王牌显威!中国反制美国,霸权梦碎竟在朝夕间
Sou Hu Cai Jing· 2025-10-19 16:21
三十年河东,三十年河西。2018年特朗普发动贸易战时何等嚣张,以为掐断芯片供应就能扼住中国科技 咽喉。七年后的今天,中国不仅成为全球芯片出口冠军,更手握稀土这张王牌。当F-35生产线因缺稀土 陷入瘫痪,当"宙斯盾"驱逐舰的相控阵雷达变成摆设,五角大楼才惊觉:原来被卡脖子的一直是自己。 稀土牌一出,美国霸权梦碎! 2025年10月19日,历史在这一刻定格。当特朗普挥舞关税大棒叫嚣对中国加征100%关税时,谁都没想 到,这场闹剧仅持续了24小时就草草收场。财长贝森特、副总统万斯接连放软话的模样,活像被戳破的 气球。这一幕,完美诠释了毛主席那句至理名言:"美帝国主义者很傲慢,凡是可以不讲理的地方就一 定不讲理,要是讲一点理的话,那是被逼得不得已了。" 时间才是最残酷的裁判。兰德公司预估美国重建稀土链至少需8年,耗资1500亿美元。但到2033年,等 待美国的将是怎样一个中国?联合国数据显示,届时中国工业产值将占全球半壁江山;005号核动力航 母或将下水;6代战机可能已服役;人造太阳或许已点亮东方。这种代差,就像当年我们用玩具模型造 出核潜艇般不可思议。 历史总是惊人地相似。1958年,面对核潜艇技术封锁,我们靠着一 ...
稀土:针锋相对持续,但中国仍占上风;尽管估值偏高,对该板块仍持积极态度-Rare Earths_ Tit for tat continues but China retains the upper hand; positive for the sector, despite stretched valuations
2025-10-19 15:58
J P M O R G A N Asia Pacific Equity Research 14 October 2025 Rare Earths Tit for tat continues but China retains the upper hand; positive for the sector, despite stretched valuations Trump's 100% tariff increase on China in response to the broadening of export controls on rare earth materials, has kept western producers and developers in the spotlight. While recent developments appear to be posturing ahead of the first face- to-face meeting between China and US leaders in over 5y, China clearly retains the ...
MP Materials Shares Dip Again. How It's Ending a Wild Week for Rare Earth Stocks.
Barrons· 2025-10-17 13:25
Core Insights - Tensions between the U.S. and China have escalated due to Beijing's decision to tighten export controls on certain rare earth materials, leading to a surge in MP's stock earlier this week [1] Industry Impact - The tightening of export controls by China on rare earth materials could significantly affect global supply chains, particularly for industries reliant on these materials [1] - The move may lead to increased prices and potential shortages in the market for rare earth elements, which are critical for various high-tech applications [1]
APOZ Team is Excited to Receive a Rare Earth Delegation from Asia
Accessnewswire· 2025-10-17 13:00
Core Insights - A rare earth trade delegation from Asia is scheduled to visit APOZ next week, indicating potential business opportunities in the rare earth sector [1] Company Summary - ASC Global Inc., a wholly-owned subsidiary of Token Communities, is facilitating the visit of the rare earth delegation, highlighting its role in the industry [1]