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02.02.26 - 15:57
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Trump Launches $12 Billion Strategic Mineral Stockpile To Counter China; Rare Earth Stocks Jump (ZeroHedge)
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Trump Launches $12 Billion Strategic Mineral Stockpile To Counter China; Rare Earth Stocks Jump
The Trump administration is preparing to launch a major initiative aimed at protecting US manufacturers from disruptions in the supply of critical minerals, committing about $12 billion in initial funding to build a strategic stockpile of essential materials, according to Bloomberg. The project, known as Project Vault, is designed to reduce America's dependence on China for rare earths and other strategically important metals. By creating a centralized reserve for civilian industries, officials hope to cushion companies against sudden shortages and sharp price swings that can disrupt production and strain finances.
Shares of MP Materials, USA Rare Earth, Critical Metals and other rare earth associated names are higher between 5% and 10% heading into the cash open on Monday on the news.
At this point it's safe to say last week's Reuters rare earth hit piece (authored most likely at the behest of...
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18.11.25 - 12:06
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USA Rare Earth Closes Acquisition of Less Common Metals (GlobeNewswire EN)
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STILLWATER, Okla., Nov. 18, 2025 (GLOBE NEWSWIRE) -- USA Rare Earth, Inc. (Nasdaq: USAR) (USAR or the Company) today announced the completion of its acquisition of Less Common Metals Ltd. (LCM). LCM is the leading scaled ex-China rare earth metal and alloy manufacturer, with established leadership in Samarium, Samarium Cobalt and Neodymium Praseodymium metals and alloys....
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06.11.25 - 22:42
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Disagreements Emerge Over US-China Rare Earth Deal, As US Adds Uranium, Silver To Critical Minerals List (ZeroHedge)
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Disagreements Emerge Over US-China Rare Earth Deal, As US Adds Uranium, Silver To Critical Minerals List
Two days ago, when discussing China's surprising announcement that Trump should not cross four "red lines" (including i)Taiwan, ii) democracy and human rights, iii) China's political system, and iv) development rights) or risk a collapse of the trade truce, we said that "ever since the recent "truce" in the trade war between the US and China was signed in Korea one week ago - the latest of many such ceasefires meant to be broken - skeptics have been patiently counting down until this latest ceasefire is torn up, and tensions between the two superpowers flare up once more."
Needless to say, China telling Trump what the US president can and can not say is one of those things that the generally "sanguine and quite calm" US president tends to not be too excited about, and which leads to occasional bursts of outrage which then restart trade wars.
Then ye...
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02.11.25 - 07:24
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Der Kampf um die Seltenen Erden: Der Westen schlägt zurück (Goldseiten)
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Durch eine Verschärfung seiner Kontrolle kann China strategische Industrien unter Druck setzen, ohne einen einzigen Schuss abzufeuern. Es handelt sich um dieselbe Strategie, die China bereits 2010 anwandte, als es nach einem Seestreit die Exporte von Seltenen Erden nach Japan einstellte.. --- Für geduldige Anleger könnte dies eine Chance sein. Die Geschichte zeigt, dass Versorgungsengpässe oft attraktive Renditen mit sich bringen können. Angesichts der parteiübergreifenden Unterstützung für Reshoring und Milliarden an neuem Kapital, das in Projekte für kritische Mineralien fließt, könnten wir gerade den Beginn eines neuen Superzyklus für Rohstoffe erleben, der von den Elementen angetrieben wird, die Technologie überhaupt erst möglich machen. Wie Präsident Trump kürzlich sagte, handelt es sich hierbei um den "Goldrausch des 21. Jahrhunderts". Der Unterschied besteht darin, dass das neue Gold nicht gelb, sondern magnetisch ist..
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