Rare Earths

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Trump Administration stock portfolio soars 169% in 2025
Finbold· 2025-10-14 11:33
Core Insights - The Trump Administration has rapidly expanded its investment portfolio from $9.4 billion to over $17 billion, achieving a year-to-date increase of 168.99% [1][2] - This performance significantly outpaces the S&P 500 and congressional stock trackers, with Trump's portfolio gains estimated to be nearly 15 times higher than those of Nancy Pelosi [2][4] Portfolio Composition - The portfolio is heavily weighted towards U.S. strategic industries, with Intel (NASDAQ: INTC) making up over 91% of the total exposure, valued at $16.1 billion and up 81.8% year-to-date [5][7] - Other notable holdings include MP Materials, Lithium Americas (NYSE: LAC), and Trilogy Metals, which have shown impressive returns, particularly MP Materials with a 216.9% increase and Trilogy Metals with a 213.9% jump [5][7] Investment Strategy - Investments are made through federal agencies like the Department of Defense and Department of Energy, utilizing taxpayer dollars rather than personal wealth [8] - The strategy aims to strengthen America's technological edge while capturing equity upside, raising questions about transparency and taxpayer benefits [9] Market Implications - The aggressive use of public capital in private markets by the Trump Administration is unusual and could redefine the relationship between government and industry [10] - The selected companies may indicate which sectors Washington believes are crucial for U.S. competitiveness in the coming years [10]
MP Materials Stock Chases Another Record High. This Rare Earths Rally Has Legs.
Barrons· 2025-10-14 10:36
Core Viewpoint - The recent sector rally was driven by increasing trade tensions between the U.S. and China late last week [1] Group 1 - The escalation of trade tensions has had a significant impact on market dynamics [1]
JPMorgan Pledges $10 Billion Investment in US National Security
Yahoo Finance· 2025-10-14 10:30
Core Insights - JPMorgan Chase plans to invest $10 billion in companies critical to US national security, aiming to enhance America's defenses [1] - The investment strategy focuses on supply chain independence, energy independence, defense and aerospace technologies, and frontier technologies like quantum computing and artificial intelligence [3] Investment Plans - JPMorgan aims to facilitate and finance $1.5 trillion for national security-related companies over the next decade, which is a 50% increase from previous plans [5] - The bank's investment is seen as a response to the US's reliance on unreliable sources for critical minerals and products [2] Market Reaction - Following the announcement, shares in JPMorgan rose by 2.3%, indicating market confidence in the bank's strategic direction [5] - The investment has positively impacted US rare earth miners, with MP Materials shares rising by 21.3% and USA Rare Earth by 18.6% [4]
X @Bloomberg
Bloomberg· 2025-10-14 00:36
Asian rare earth stocks extended gains as escalating US-China tensions reignited investor interest in strategic minerals. https://t.co/oVcgpDTVy3 ...
X @Investopedia
Investopedia· 2025-10-14 00:00
Chinese regulators last week increased restrictions on exports that derive 0.1% or more of their value from rare earth technology. President Trump retaliated by boosting tariffs on Chinese imports. https://t.co/FB2yiSE9PK ...
Trump’s Takeover Of Canadian Rare Earths Miners Raises Major Concerns
Yahoo Finance· 2025-10-14 00:00
Market Reaction - The U.S. stock market experienced its largest decline in six months, with the S&P 500 dropping nearly 3% following President Trump's threat of significant tariff increases on Chinese products due to China's strict control over the rare earths market [1] - Trade talks between the U.S. and China are progressing slowly, with China facing an effective tariff rate of 64.9%, which includes an additional 34% duty imposed by former President Trump [2] Rare Earths and Mining Developments - China has expanded its export controls to include five additional rare-earth metals, increasing the total number of critical minerals under export control to 12 [1] - Trilogy Metals, a Canadian rare earths developer, saw its stock price surge nearly 140% after the U.S. government acquired a 10% stake in the company, with options to purchase an additional 7.5% [3] - The Trump administration plans to reverse a ban on the Ambler Road project in Alaska, which aims to facilitate access to the Ambler Mining District, known for its rich deposits of copper, cobalt, germanium, and gallium [4] - Trilogy Metals has experienced a remarkable increase of over 1,200% in stock price over the past year, with a market capitalization nearing $1 billion [4] Ethical Concerns - The U.S. government's investment in Trilogy Metals has raised ethical concerns and potential conflicts of interest, particularly regarding foreign government involvement in domestic companies [5]
REMX: The Critical Materials Rally Will Continue
Seeking Alpha· 2025-10-13 21:40
While the term "rare earth" is a bit of a misnomer, being that it is not as rare as one may be led to believe, it is undoubtedly rare in its unearthing. That is, there is a lot more ofAnalyst’s Disclosure:I/we have a beneficial long position in the shares of REMX, SETM, LYSDY, UURAF, CRML, USAR, APAAF, METC either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I hav ...
MP Materials Stock Is Trading Higher Monday: What's Going On?
Benzinga· 2025-10-13 20:26
MP Materials Corp. (NYSE:MP) shares are trading higher on Monday amid continued strength after China’s Commerce Ministry announced last week that foreign suppliers must obtain approval to export certain products containing rare-earth materials. • MP is approaching key resistance levels. Check the market position here.What To Know: According to CNBC, China tightened export controls on rare earths and related technologies while barring its citizens from participating in unauthorized overseas mining. The Minis ...
US-China tariff war is powering one rare earth stock
Yahoo Finance· 2025-10-13 19:46
Rare earth elements have once again returned to the center of the geopolitical and market conversations. On Thursday, China’s Ministry of Commerce announced an expansion of its export controls on certain rare earths, materials critical to semiconductors, defense systems and electric vehicles. The new measure will also apply to goods manufactured outside of China that contain trace amounts of rare earths sourced from China. Beijing says the move is aimed at protecting “national security and national inte ...