|
|
|
|
|
|
|
|
|
05.09.26 - 04:33
|
Pimco′s Top-Performing 60/40 Fund Bets AI′s Next Winners Are In Asia, From Chips To Rare Earths (ZeroHedge)
|
|
|
Pimco's Top-Performing 60/40 Fund Bets AI's Next Winners Are In Asia, From Chips To Rare Earths
Emmanuel Sharef, who oversees Pacific Investment Management Co.'s flagship Balanced Income and Growth Fund, spoke with Bloomberg about how the next leg of the artificial-intelligence boom could be concentrated in Asian stocks and beyond.
Wealthy clients in Taiwan, Hong Kong, Singapore, and mainland China have been piling into the $19 billion fund, which has outperformed 97% of its peers during the past three years.
The fund is underweight most hyperscalers and members of the Magnificent Seven as soaring AI capital expenditures increase debt loads, pressure free cash flow, spark credit concerns, and make already eye-popping valuations much harder to justify.
"We're underweight the majority of hyperscalers at the moment and we're underweight the majority of the Mag seven just given their high valuations," Sharef told the outlet earlier this week.
He continued, "You don't neces...
|
|
|
04.09.26 - 19:00
|
Chinese Rare-Earth Suppliers Halt US Shipments As Decoupling Fears Surge (ZeroHedge)
|
|
|
Chinese Rare-Earth Suppliers Halt US Shipments As Decoupling Fears Surge
The scenario we viewed as inevitable appears to be materializing, validating our decision to intensify coverage of the US-China decoupling theme and the Western-aligned miners positioned to supply the West if Beijing further weaponizes critical material exports, as it has throughout the Trump 2.0 era.
A Reuters report on Friday morning revealed that some Chinese rare-earth suppliers are refusing to ship material to US customers, citing fear of retaliation from Beijing.
The report continued:
A handful of Chinese suppliers have refused to ship rare earths to U.S. companies since early August when China imposed sanctions on the Responsible Business Alliance (RBA), a U.S. supply chain monitor, a separate source with direct knowledge of the situation said.
With China deploying its own trade compliance weapons, the companies were wary of punishment from Beijing for complying with the due diligence framework of the Responsible M...
|
|
|
|
|
|
|
|
|
|
|
|
|
01.09.26 - 04:12
|
China-Linked Activist Network Preparing To Activate Against Carney′s Rare-Earths Push (ZeroHedge)
|
|
|
China-Linked Activist Network Preparing To Activate Against Carney's Rare-Earths Push
Submitted by The Bureau's Sam Cooper (emphasis our own),
The Ring of Fire sits about 500 kilometers northeast of Thunder Bay in the muskeg of Ontario's James Bay Lowlands, on Treaty 9 territory. Prospectors found it in 2007 and named it after a Johnny Cash song.
Beneath the peat moss lies the Canadian Shield, deeply seamed with nickel and cobalt for batteries used in electric vehicles and smart phones, copper for the grids that power data centers, titanium, platinum and palladium for aerospace, and the largest deposit of chromite — critical to stainless steel — in North America.
Nine Cree and Ojibwa communities live in and around it.
On September 14, Prime Minister Mark Carney opens the Canada Investment Summit in Toronto, where he is expected to pitch the Ring of Fire as Canada's answer to a new world in which access to critical minerals has become an instrument of great-power leverage.
A coalition t...
|
|
|
30.08.26 - 19:00
|
The Guardian view on rare earths: it′s common sense to secure essential supply chains | Editorial (The Guardian)
|
|
|
Outsourcing the industry to China cannot continue, but Europe knows it can no longer count on the US for a solutionThe alarm sounded 16 years ago. In 2010, China blocked exports of key rare earths to Japan in a row over disputed islands in the East China Sea. The critical minerals are essential to everything from advanced weaponry and iPhones to electric vehicle batteries and wind turbines, so the rest of the world took note. But it didn't take much action. China still accounts for about 70% of rare-earth mining globally and 90% of separation and processing.Then, last year, Beijing forced Donald Trump to back away from his trade war – not with its retaliatory tariffs, but the curbing of rare-earth exports. A scramble for new supplies began in earnest. The year-long trade truce is due to expire in November. The price of erbium, an element essential to communications infrastructure, has already jumped because of fears that export controls will soon be renewed. Continue reading......
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
25.08.26 - 23:09
|
Washington Backs Brazil′s Serra Verde Mine In $1.55 Billion Rare-Earth Push (ZeroHedge)
|
|
|
Washington Backs Brazil's Serra Verde Mine In $1.55 Billion Rare-Earth Push
The U.S. Department of War has announced a $750 million investment aimed at securing long-term supplies of critical rare-earth elements from Serra Verde's Pela Ema mine in central Brazil, as Washington accelerates efforts to reduce its dependence on China for strategically important minerals, according to a DOW press release out this week.
The investment, announced Aug. 24 through the department's Economic Defense Unit and Industrial Base Analysis and Sustainment program, will support an offtake agreement for mixed rare-earth carbonates produced by Serra Verde. It forms part of a broader $1.55 billion financing and purchasing structure that also includes a $300 million commitment from the Defense Logistics Agency and $500 million from a major commercial bank.
The release says that the agreement is intended to give the U.S. and its allies more reliable access to dysprosium, terbium, neodymium and praseodymium.
Thes...
|
|
|
|
Börsentreff auf Facebook |
Börsentreff auf X |
Börsentreff auf Instagram
