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14.07.25 - 05:06
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India confronts rare earth crisis with incentives, strategic alliances (Digitimes)
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India is taking bold steps to tackle its growing rare earth crisis, eyeing on a multi-billion-rupee incentive plan to boost domestic production of rare earth magnets, as China tightens export controls on rare earth products, disrupting global supply chains and exposing India's dependency on Chinese imports despite holding the world's third-largest rare earth reserves....
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13.07.25 - 21:36
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The US Buys Rare Earths - Is Gold Or Silver Next? (ZeroHedge)
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The US Buys Rare Earths - Is Gold Or Silver Next?
Submitted by QTR's Fringe Finance
On Thursday, shares of MP Materials surged over 50% after news broke that the U.S. Department of Defense would become the company's largest shareholder. Through a $400 million purchase of special stock, the Pentagon has taken a 15% stake in the rare earth miner, securing long-term access to critical materials used in everything from electric vehicles to fighter jets.
This deal also includes a ten-year commitment from the government to purchase all the magnets produced at MP's upcoming “10X Facility,” along with a minimum price guarantee for key inputs.
Backed by an additional $1 billion in private financing from JPMorgan and Goldman Sachs, the partnership is a strong signal that America is looking to reduce its dependence on foreign-controlled supply chains—especially those dominated by China.
While this move currently applies only to rare earth elements, it opens the door to broader speculation about...
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12.07.25 - 08:21
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Zolldrohungen laufen in Leere: Donald Trumps Deals sind reine Show (N-TV)
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"90 Abkommen in 90 Tagen" hatte der US-Präsident nach seinem "Liberation Day" versprochen. Doch nach gut drei Monaten globalem Handelskrieg ist klar: Mit dem Zollhammer hat er bisher fast nichts erreicht. Seine Deals sind bloß Effekthascherei - wie er es als Baulöwe gelernt hat... --- Ist bis zum 14. Juli keine Einigung in Sicht, tritt die erste Stufe der Gegenmaßnahmen in Kraft. Will Trump das noch verhindern, muss er seine Zölle auf Stahl, Autos und Aluminium deutlich senken.. --- Das von Trump viel gepriesene Rahmenabkommen über die Wiederaufnahme der Lieferung seltener Erden wurde von Peking immer noch nicht abgenickt. Es lässt zudem Hintertüren offen, die Versorgung mit diesen essenziellen Rohstoffen jederzeit einzustellen. Bevor Trump den Zollhammer zu schwingen begann, hatte China weitgehend verlässlich geliefert. Damit dürfte es nun mittelfristig vorbei sein.. --- Gut möglich also, dass er sein Horrorszenario drakonischer Strafzölle bald wahr machen muss, nur um seine Glaubwürdigkeit zu retten..
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12.07.25 - 01:30
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Massive Rare Earths Elements Deposit Confirmed In Wyoming (ZeroHedge)
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Massive Rare Earths Elements Deposit Confirmed In Wyoming
By John Paul Hamsptead of FreightWaves
In a groundbreaking moment for the American mining industry, the Fluor Corporation has confirmed the feasibility of large rare earth element deposits at Ramaco Resources' Brook Mine in Wyoming. This announcement marks a significant step towards redefining the United States' position in the critical minerals market. The confirmation by Fluor not only solidifies the economic potential of the Brook Mine but also positions Ramaco Resources as a key player in reducing the country's dependency on foreign sources of rare earth elements.
Ramaco Resources, initially known for its operations as a metallurgical coal miner, was thrust into the spotlight with this unexpected discovery. The company, headquartered in Lexington, Kentucky, had been primarily focused on coal mining in Appalachia. The Brook Mine project represents a strategic pivot for Ramaco, leveraging its mining expertise to tap into the lucrat...
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