Core Insights - Apex Critical Metals Corp. has initiated a comprehensive re-sampling and re-logging program for historical drill core from the Rift Rare Earth Project in Nebraska, USA [1] - The historical drill programs were conducted by Molycorp Inc. during the 1970s and 1980s, with a significant amount of drill core and sample material preserved for modern analysis [1] Company Developments - The re-sampling and re-logging program aims to enhance the understanding of mineralization models, drill targeting, and the scale and grade knowledge base [1]

18 November 2025 | 7:46AM HKT Economics Research Asia Views: Supply proficient, demand deficient 1. We recently upgraded our forecast for China's export growth and overall economic growth through the end of the decade, for three main reasons. First, export momentum has been robust most of this year (Exhibit 1). Even after a (largely anticipated) weak October, exports are still up in volume terms on 2024, and grew at a double-digit pace much of the past two years. While that pace is unlikely to be matched in ...

The Trump administration's push to secure U.S. supply chains of rare earth minerals amid trade tensions with China features a public-private partnership with a domestic producer that now has the Pentagon as its largest shareholder. In July, the Department of War announced a multibillion-dollar deal involving investments and long-term purchase commitments to buy materials from MP Materials, which is involved with mining rare earth minerals as well as processing and refining the metals and manufacturing magne ...

Analyst: now is the time for medium and long-term buyers to move in on MP MaterialsMP Materials (NYSE:MP) is 7% higher to trade at $62.75 this morning, after the rare earths stock landed an upgrade to "buy" from "hold," as well as a price target hike to $71 from $68 at Deutsche Bank. The brokerage said valuation is looking bullish and opens up a great buying opportunity for those looking to invest in minerals long term. The stock is attempting to recover from a drawdown from its Oct. 14 record high of $100. ...

Summary of Key Points from the Conference Call on Rare Earths Industry Overview - The report focuses on the **Rare Earths** industry, particularly in **Greater China** and the **Asia Pacific** region [1][6]. Core Insights and Arguments - **Temporary Relaxation of Export Controls**: On October 30, 2025, China's Ministry of Commerce announced a suspension of extensive export controls on rare earths for one year, with general export licenses likely to be issued for compliant producers [2][3]. - **Supply-Demand Outlook**: The supply-demand situation for major rare earth elements is expected to tighten further into **2026**, indicating potential price increases and supply constraints [1][5]. - **Trade Data Trends**: China's rare earth and magnet trade data for the first nine months of 2025 show mixed trends, with significant year-over-year declines in medium-to-heavy rare earth exports (over 40%) and growth in light rare earth exports (over 30%) [10]. - **Production and Quotas**: China's production of NdFeB (Neodymium Iron Boron) blanks is projected to grow approximately **8% YoY** to **390-400kt** in 2025, with further growth of **10-15% YoY** to **420-430kt** in 2026. Export demand may account for **15-18%** of this production [10]. Additional Important Information - **Import Trends**: Rare earth imports into China have slowed by **36.5% YoY**, primarily due to reduced imports from Myanmar and the US, although imports from Laos and monazite from Nigeria and Madagascar have increased [10]. - **Export Performance**: Exports of rare earth magnets from China fell by **5% YoY**, with a **25% YoY** decline in exports to the US, reflecting a decrease in high-end product exports due to the controls [10]. - **Recycling Contribution**: Supply from recycling, which constitutes about **one-third** of total supply, is not included in the mining quota and is expected to continue rising [10]. Conclusion - The rare earths industry is experiencing significant changes due to China's policy adjustments and market dynamics. The temporary relaxation of export controls may provide short-term relief, but the long-term outlook suggests tightening supply and increasing demand, particularly as production quotas and recycling efforts evolve.

Core Insights - Greene Concepts Inc. is exploring the potential presence of rare earth minerals and precious metals on its 160 acres of land, which includes a bottling facility [1] - The initiative is driven by the record-high global prices for gold and silver, prompting the company to identify new and diversified revenue opportunities [1] Company Overview - Greene Concepts Inc. operates a 60,000-square-foot bottling and beverage facility located in Marion, North Carolina [1] - The company is focusing on expanding its revenue streams by investigating mineral resources on its property [1]

Core Viewpoint - The investment landscape for rare earth stocks is shifting due to easing trade tensions between the US and China, with potential concessions from China being necessary for the US to develop its own rare earth industry [1][5]. Industry Overview - Approximately 70% of rare earth mining and 90% of processing still occurs in China, highlighting the challenges for US companies to compete domestically [4]. - The US government is expected to play a role in supporting domestic rare earth companies, potentially through financial backing or partnerships with non-Chinese firms [7][8]. Investment Case - US companies focusing solely on domestic production may require a minimum of two to three years to ramp up operations, while partnerships with Southeast Asian countries could expedite this timeline to one to two years [9][10][11]. - The risk remains that China could flood the market and drive prices down, which could undermine US efforts unless there is a solid agreement in place to prevent this [12][13]. Company Insights - US Rare Earth is highlighted as a promising investment due to its recent acquisition of a UK company and the upcoming launch of a magnet factory in Oklahoma, which is expected to begin production soon [16][17].

Core Insights - The article discusses the rising interest in rare earth minerals and the performance of related ETFs, highlighting their importance in strategic industries like semiconductors and defense [1][4]. ETF Performance - VanEck Rare Earth and Strategic Metals ETF (REMX) has seen a 79% increase in 2025, significantly outperforming the S&P 500, which is up around 18% [2]. - Sprott Critical Materials ETF (SETM) has also performed well, with an 82% increase in the same period [11]. Global Diversification - Many companies within these ETFs are based outside the U.S., including markets in Australia, Canada, Chile, China, and Europe, which provides investors with international exposure [3][5]. - The VanEck ETF allocates 28% of its assets to China and 24% to Australia, with only 20% in U.S. stocks, emphasizing its global approach [6]. ETF Characteristics - The VanEck ETF has $1.3 billion in assets and charges an annual fee of 0.58%, while the Sprott ETF has $161 million in assets and charges 0.65% [7][11]. - Sprott's ETF has a broader focus on materials essential for clean energy, with 24% in uranium and 20% in lithium, compared to the more dedicated rare earth focus of VanEck [7][8]. Market Dynamics - The demand for rare earth minerals is currently high, influenced by geopolitical tensions, particularly between the U.S. and China, which are using these resources as bargaining chips [9][10]. - The volatility of these ETFs is notable, with significant fluctuations in past years due to changing supply and demand dynamics [10].

Group 1: US-China Trade Relations - The upcoming meeting between President Trump and President Xi Jinping is generating optimism in the markets, with expectations of a substantial framework for a deal [1][2] - Key provisions being discussed include the removal of potential tariff increases, which would have seen a 100% increase in tariffs scheduled for the weekend [2] - There is an expectation of a delay on China's export controls on rare earth minerals, which had previously escalated tensions [3][20] - Substantial Chinese purchases of American soybeans are anticipated, which would significantly benefit US farmers currently selling zero soybeans to China [3][4][14] - The deal regarding the spin-off of TikTok is reportedly finalized, pending approval from both leaders [4][5] - Chinese confirmation of these provisions is still awaited, with state media indicating a basic consensus but lacking specific details [5][6] Group 2: US-Canada Trade Relations - Tensions are rising between the US and Canada, highlighted by Trump's announcement of an additional 10% tariff on Canada, which adds to the existing 35% tariffs [9][10] - The imposition of tariffs is linked to a negative advertisement that criticized Trump's tariff policies, indicating a deterioration in trade relations [8][22] Group 3: US-Mexico Trade Relations - In contrast to Canada, trade relations with Mexico appear more stable, with a tariff deadline that could have increased tariffs now off the table, allowing for continued negotiations [11][12]

Trade Negotiations & Agreements - Optimism surrounding the Trump-Xi meeting fuels markets, with potential for a substantial framework agreement [1] - A key market-friendly provision involves halting potential tariff increases, specifically a 100% tariff increase scheduled for the weekend [2] - Expectation of a delay in China's export controls on rare earth minerals, a move initiated earlier in the month [3] - Potential for substantial Chinese purchases of American soybeans, a significant development for US farmers currently selling zero soybeans to China [3][4] - Finalization of a deal to spin off TikTok is anticipated, pending final approval from Presidents Trump and Xi [4][5] - China confirms progress in talks but uses less enthusiastic language, stating a "basic consensus" on arrangements without providing details [6] US-Canada Trade Relations - Trade relations between the US and Canada are strained due to disagreements over tariffs and an ad criticizing Trump's tariff policies [8][9] - Trump announced an additional 10% tariff on Canada, on top of the existing 35% tariffs [9] - Existing trade talks between Trump and Canada are frozen [10] US-Mexico Trade Relations - A tariff deadline that could have increased tariffs on Mexico has been postponed, allowing for continued talks [11] - Trump's rhetorical focus is more aimed at Canada than Mexico [12] Soybean Trade - China has not fully met its Phase One agreement commitments, creating an opportunity for increased soybean purchases from the US [17] - Increased soybean purchases by China could alleviate pressure on President Trump to reach a domestic deal with Democrats regarding funding for a bailout package [18] Rare Earth Minerals - China may delay aggressive restrictions and licensing requirements on rare earth minerals, potentially for a year [20] - Beijing is negotiating with the European Union to ensure the supply of magnets, chemicals, and rare earths, countering the impact of the US-China trade war [20] Presidential Tariff Authority - The Supreme Court is considering a case regarding the president's authority to unilaterally impose tariffs [21][22] - Lower courts previously ruled against the president's authority to impose tariffs, with a decision from the Supreme Court expected potentially by mid-December [23] - Approximately $4 trillion is at stake in the Supreme Court case regarding presidential tariff authority [24] Government Shutdown - There is no progress in resolving the government shutdown [24] - The House Republican Conference will be absent, and President Trump will not sign a bill to reopen the government while in Asia [25]