Quick Read IperionX (IPX) Titan project in Tennessee projects $813M NPV and 39.4% IRR, yet single projects can’t replace China’s multi-decade processing ecosystem. The Pentagon’s FY2027 budget commits $48.8 billion to close the rare earth processing gap China built over decades of institutional know-how. Act now: the analyst who called NVIDIA in 2010 just named…
Failed peace talks and the ongoing disruption at the Strait of Hormuz reminded the world what a chokepoint looks like. Oil spiked. The Dow dropped. Investors scrambled for safe havens. Then, just as quickly, the tension eased again. This kind of week forces a question: what other chokepoints are hiding in plain sight? There’s one…
China’s suspension of sweeping rare earth export controls has lent “new stability” to its ties with the European Union, the bloc’s ambassador to China has said, suggesting that the two sides now have a window to improve frosty relations. Speaking at a forum in Beijing on Thursday, Jorge Toledo initially offered a bleak assessment of…
US lawmakers on Wednesday called for a change in Washington’s strategy to evade China’s chokehold on rare earth mineral supplies, arguing that new approaches are needed in parallel with President Donald Trump’s efforts to speed up domestic production. Proposals to dismantle the chokepoint – including new technologies and development of components that do not require…
Late last month, Chinese President Xi Jinping and US President Donald Trump reached a trade truce in Busan, South Korea, on the sidelines of the Asia-Pacific Economic Cooperation (Apec) summit. Beyond the pre-existing tariffs imposed by the first Trump administration and reinforced by the Biden administration, the current Trump administration will now levy an additional…
We recently published Jim Cramer Discussed These 13 Stocks & Shared Major Warning For Rare Earth Stocks. United States Antimony Corporation (NYSE:UAMY) is one of the stocks Jim Cramer recently discussed. United States Antimony Corporation (NYSE:UAMY) is an American rare earth metals company. The firm deals with metals such as zeolite and antimony. Its shares…
Visitors salutes in front of a portrait of former Chinese leader Mao Zedong at Tiananmen Square in Beijing. Communist Party leaders have gathered for a plenum in the city Oct. 20-23. Photographer: Na Bian/Bloomberg © 2024 Bloomberg Finance LP A gathering of more than 200 top leaders of China’s Communist Party in Beijing this week…
President Trump and Australian Prime Minister Anthony Albanese signed the framework of the critical minerals deal Monday that aims to boost US access to both the mining and processing of Australian rare earth resources. It was a move aimed squarely at China — which recently moved to choke off its own rare earth mineral exports…
US President Donald Trump’s administration vowed on Wednesday to work with its allies and other countries to get an upper hand in its trade talks with China, claiming Beijing’s recent rare earth control as a sign of being an “unreliable partner” that threatens global supply chains. The remarks marked the latest in a series of…
WASHINGTON (TNND) — From U.S. fighter jets to submarines to cell phones to electric cars, the uses for rare earth minerals are widespread, which means the demand for them is as well. China’s announcement last week that it would impose severe restrictions on its rare earth minerals beginning Dec. 1 came as a shock, including…