My favorite Rare Earth stock ended up green today +4% while the rest of the market absolutely shit the bed today.
Real ones know.
Just when the sector started to look good again… boom, whole market down big time.
Can’t say I didn’t expect this. Might as well just get it out of the way now.
Market continues to ignore November 10th. It will be hilarious and yet sad if that day comes — no extension announced — and the stocks don’t react.
I will continue to keep an eye out.
JUST IN: Bloomberg $MP Earnings Preview | Highlights Rising Rare Earth Production, GM Magnet Deliveries, and Major Year-End Milestones
October 30, 2026: Bloomberg Intelligence has released its Q3 earnings preview for $MP (MP Materials), highlighting continued progress across rare-earth production, pricing, and downstream magnet manufacturing as the company advances its vertically integrated American supply chain.
According to Bloomberg, MP’s Q3 adjusted EBITDA is expected to remain around $30 million, compared with $28.5 million in Q2, supported by stronger NdPr production and improving realized prices.
One of the major highlights is the anticipated increase in NdPr production.
Bloomberg expects MP to produce more than 1,000 metric tons in Q3, up from 840 metric tons in Q2, as the company progresses toward its targeted production run rate of 500 metric tons per month by year-end.
Achieving that milestone would put MP at an annualized production rate of approximately 6,000 metric tons of NdPr, representing continued expansion of domestic rare-earth separation and processing capacity.
Pricing is also showing improvement. Bloomberg expects realized NdPr oxide prices to increase from approximately $94/kg in Q2 to the high $90s/kg in Q3. Meanwhile, the Department of Defense’s $110/kg price floor continues to provide financial protection, although payments under the agreement are expected to decline as realized prices move closer to that level.
Another major development is MP’s progress toward commercial magnet deliveries to General Motors ($GM).
MP has already delivered magnets to GM for vehicle qualification and regulatory testing, with initial commercial deliveries targeted for Q4 2026. Bloomberg highlights the completion of GM’s production part approval process as an important upcoming milestone.
These developments represent continued progress in establishing an American supply chain capable of taking domestically mined rare earths through separation, metallization, and ultimately finished permanent magnets.
Bloomberg also highlights MP’s ongoing commissioning of its dysprosium and terbium separation circuit, with the first on-spec heavy rare-earth material targeted for delivery to its Independence facility before year-end.
Dysprosium and terbium are particularly important for manufacturing high-performance permanent magnets capable of operating under demanding temperature conditions, including applications in automotive, industrial, and defense technologies.
MP’s broader expansion also includes its $1.25 billion 10X rare-earth manufacturing campus, which is targeting the beginning of commissioning in 2028. The project represents another major investment in expanding domestic rare-earth manufacturing capacity.
MP is increasing NdPr production, advancing commercial magnet qualification with GM, commissioning heavy rare-earth separation capabilities, and continuing to expand its downstream manufacturing infrastructure.
At the same time, improving NdPr pricing and the Department of Defense’s long-term price-protection agreement are providing additional support as production scales.
With several major production and manufacturing milestones targeted before the end of 2026, MP continues advancing its position as one of the central companies building an integrated American rare-earth supply chain.
🤖 Made with AI
🚨 The Same Catalyst That Sent Rare-Earth Stocks Parabolic in October 2025 Is Just 11 Days Away. Is Anyone Paying Attention? $MP $USAR $UUUU $UAMY $CRML $TMC $AREC
I genuinely believe we’re approaching one of the most overlooked potential catalysts in the critical minerals sector.
Remember October 2025?
China announced sweeping new export controls, and publicly traded companies building supply chains outside China went absolutely parabolic. Some reached valuations that were difficult to justify.
Then Trump and Xi reached a trade agreement, China formally suspended the restrictions, and many of those stocks came crashing back down.
Fast-forward one year, and we’re potentially 11 days away from those same restrictions returning, yet barely anyone is paying attention.
The U.S. and China recently extended their broader trade truce by two months, until January 10, 2027. Many investors appear to assume China’s critical mineral restrictions are automatically included. But there’s a distinction between a diplomatic agreement and a legally effective regulatory extension…
China’s published MOFCOM suspensions identify two separate deadlines: November 10 and November 27.
And the consequences of those suspensions expiring are worth understanding.
Let’s break down what happens on November 10th and 27th if no extension is announced:
SCOOP: Reuters Warns China’s Rare Earth Export Controls Could Return November 10 Despite Trade Truce Extension $MP $USAR $UUUU $UAMY $AREC
As we know, the U.S. x China trade truce has officially been extended to January 10, 2027.
However, according to Reuters, China’s expanded rare earth export controls are still scheduled to take effect on November 10, 2026, two months before the broader trade truce expires.
What’s crazy is… no one is talking about this. Not a soul. Except… cek.
Now here’s where the November 10 deadline becomes interesting:
Reuters specifically argues that these expanded rare earth restrictions were NOT included in the new $30 billion-for-$30 billion tariff reduction framework, and that September’s summit did not extend their implementation deadline.
China’s original suspension notice, Announcement No. 70, still explicitly lists November 10, 2026.
However, China’s September 28 statement extended the broader Kuala Lumpur arrangement to January 10, 2027, including an arrangement involving certain non-tariff measures.
That creates an important distinction: being excluded from the new tariff framework does not necessarily mean the rare earth controls were excluded from the broader truce extension.
As of October 20, I have not found an updated Chinese implementing notice explicitly moving the rare earth suspension deadline to January 10. If anyone can, please let me know.
If Reuters’ interpretation is correct, some of China’s most expansive rare earth restrictions could return in just three weeks, potentially affecting global semiconductor, AI, advanced manufacturing, and defense supply chains.
I’m particularly interested in hearing from anyone knowledgeable about Chinese trade regulations who has found a definitive government document resolving this discrepancy.
November 10 or January 10? The distinction matters.
Here’s what makes these restrictions particularly significant:
• 0.1% Threshold: Certain foreign-manufactured products containing Chinese-origin rare earth materials representing just 0.1% or more of the controlled item’s value could require Chinese export authorization.
• Global Reach: These restrictions could apply to qualifying products manufactured in the U.S., Europe, Japan, or elsewhere, even if the finished product never entered China.
• Technology Restrictions: The controls also target certain foreign-produced rare earth materials manufactured using Chinese-origin mining, separation, refining, magnet-making, or recycling technologies.
• Military Applications: Export licenses involving foreign military end users or military purposes would generally be denied under the original rules.
Source: Thomson Reuters Tax & Accounting
tax.thomsonreuters.com/blog/…
November 10: What Exactly Is Being Suspended?
China’s MOFCOM Announcement No. 70 temporarily suspended six export-control measures introduced in October 2025.
That suspension is currently scheduled to expire November 10, 2026.
If no legally effective extension is issued, the following measures are scheduled to resume:
1. Additional Rare-Earth Export Controls (Announcement No. 57)
Five additional rare-earth elements would become subject to Chinese export licensing requirements:
Holmium (Ho)
Erbium (Er)
Thulium (Tm)
Europium (Eu)
Ytterbium (Yb)
These would supplement China’s existing April 2025 controls covering seven other rare-earth elements, including dysprosium, terbium, and yttrium.
2. Foreign-Produced Product Controls (Announcement No. 61)
Certain products manufactured outside China containing controlled Chinese-origin rare-earth materials would require Chinese export authorization.
Some provisions establish a threshold of just 0.1% Chinese-origin controlled rare-earth content by value.
This means certain manufacturers operating in Japan, Europe, South Korea, or elsewhere could potentially require Beijing’s approval to export covered products manufactured outside China.
The rules also cover specified products manufactured using Chinese-origin rare-earth technologies.
3. Rare-Earth Technology Controls (Announcement No. 62)
Additional restrictions would apply to certain technologies and technical assistance involving rare-earth extraction, separation, refining, and magnet manufacturing.
These controls could complicate efforts by foreign companies to develop independent rare-earth processing capabilities.
4. Rare-Earth Equipment and Materials (Announcement No. 56)
Specified equipment, components, and materials used in rare-earth production and processing would face additional export licensing requirements.
This could affect foreign companies attempting to acquire Chinese machinery or production inputs for new processing facilities.
5. Lithium Batteries and Graphite Anodes (Announcement No. 58)
Additional controls would apply to specified lithium-ion batteries, battery-manufacturing equipment, artificial graphite anode materials, and related technologies.
These measures would extend China’s export-control framework into additional battery supply chains.
6. Superhard Materials (Announcement No. 55)
Expanded export controls would apply to certain superhard materials and associated equipment and technologies used in cutting, drilling, precision machining, and industrial manufacturing.
Important distinction: These measures would not automatically prohibit all exports. They would introduce additional licensing requirements and restrictions for covered products, technologies, and transactions.
Note: China could still extend the suspension before November 10.
November 27: What Exactly Is Being Suspended?
Separate from the November 10 deadline, China’s MOFCOM Announcement No. 72 temporarily suspended certain U.S.-specific export restrictions originally introduced under Announcement No. 46 in December 2024.
That suspension is currently scheduled to expire November 27, 2026.
If no legally effective extension is issued, the following restrictions are scheduled to return:
1. Gallium
China would restore its general prohibition on approving exports of covered dual-use gallium items to the United States.
Gallium is used in advanced semiconductors, radar systems, military communications, and power electronics.
2. Germanium
China would restore its general prohibition on approving exports of covered dual-use germanium items to the United States.
Germanium is important for infrared optics, thermal imaging, military sensors, and certain semiconductor applications.
3. Antimony
China would restore its general prohibition on approving exports of covered dual-use antimony items to the United States.
Antimony is used in ammunition, flame retardants, lead alloys, and various industrial applications.
4. Superhard Materials
China would restore its general prohibition on approving exports of covered dual-use superhard materials to the United States.
These materials are important for industrial cutting, drilling, precision machining, and advanced manufacturing.
5. Graphite
Certain dual-use graphite exports to the United States would again face stricter end-user and end-use reviews.
Unlike the first four categories, this provision involves heightened scrutiny rather than a general prohibition on approvals.
Remember: China’s existing worldwide export-licensing requirements for covered gallium, germanium, antimony, and graphite items were never eliminated.
The November 27 deadline concerns the additional restrictions specifically targeting the United States.
Additionally, China’s prohibition on exporting dual-use items to U.S. military end users or for U.S. military end uses remained in effect throughout the suspension.
If November 27 arrives without an extension, covered U.S.-bound exports of gallium, germanium, antimony, and superhard materials would again generally be denied approval, while covered graphite exports would face stricter reviews.
Note: These are separate restrictions from those scheduled to resume on November 10. China could still formally extend either suspension before its respective expiration date.
NEWS: Two Chinese Companies Withdraw From Major African Rare-Earth Project as U.S. Firms Compete for Control $CRML $AREC
According to an October 30 Reuters exclusive, two Chinese companies have withdrawn from the bidding process for Kenya’s massive Mrima Hill rare-earth and niobium deposit, leaving five competing groups, including several with American involvement.
Among the remaining contenders are ReElement Technologies and Critical Metals Corp. ($CRML), alongside Fluor Corporation ($FLR) and other international mining groups.
The two Chinese companies that withdrew were Hunan Research Institute for Nonferrous Metals and Jinan Yuxiao Group.
Mrima Hill is considered one of Kenya’s most strategically important mineral deposits, containing rare earths and niobium, both essential to industries ranging from advanced electronics and aerospace to defense manufacturing.
Preliminary estimates have suggested the deposit could contain mineral resources worth tens of billions of dollars, although that does not represent proven recoverable economic value.
The American companies involved are particularly interesting.
ReElement Technologies, a subsidiary of American Resources Corporation ($AREC), is participating through the Frontier Minerals consortium. ReElement specializes in rare-earth separation and refining technologies, potentially offering Kenya a pathway toward developing processing capabilities rather than simply exporting raw materials.
Critical Metals Corp. ($CRML), known for its Tanbreez rare-earth project in Greenland, is participating through the Mrima Earth consortium, positioning itself for another potentially significant rare-earth development.
Fluor Corporation ($FLR) is also involved through Meridian Mineral Holdings, alongside Tetra Tech.
Kenya’s mining minister, Hassan Ali Joho, confirmed the Chinese withdrawals and indicated that the government expects to select a winning developer within the next two to three weeks.
Importantly, the minister denied that outside pressure influenced the withdrawals and said he did not know why the Chinese companies exited the process.
I’ve been following the growing competition between Washington and Beijing for access to African critical minerals, and this development is worth watching closely.
The United States has increasingly emphasized securing alternative sources of rare earths and other strategic materials, while African governments are seeking greater investment in domestic processing and value-added manufacturing.
For companies like ReElement and Critical Metals, winning a project of this scale could represent a meaningful opportunity to expand their international footprint.
Note: Nothing has been awarded yet. The five remaining groups are still competing, and no final development agreement has been announced.
reuters.com/world/africa/flu…
Exactly what I’ve been saying.
Most people seem to believe China’s rare-earth export restrictions are automatically covered by the two-month U.S.–China trade truce extension to January 10, 2027.
That is not necessarily the case.
Unless China’s Ministry of Commerce (MOFCOM) formally amends or extends Announcements 70 and 72, the current suspensions are still scheduled to expire on November 10 and November 27, respectively.
A political agreement and a formal regulatory extension are two very different things.
I genuinely believe this may be one of the most misunderstood catalysts I’ve ever witnessed in the critical minerals sector.
And we’re less than two weeks away from the first deadline.
China’s pause on rare earth expires on 10 November. Less than 2 weeks from now.
Gallium,Germanium and Antimony suspension ends on 27 November. That’s 4 weeks away.
Verbal agreements were stated on mainstream media, but MOFCOM announcements remain the regulations China runs on.
Still on the books:
>Ann. 70 (rare earths) ends 10 Nov
>Ann. 72 (US Ga/Ge/Sb) ends 27 Nov
>No announcements on extensions
>10 Jan 2027 line is political talk, not a suspension notice.
Is ex-China prepared for what's to come?
BREAKING: U.S. Moves to Further Restrict China’s Three Largest Telecom Companies Over National Security Concerns
The United States is preparing another round of restrictions targeting Chinese telecommunications companies, continuing Washington’s efforts to limit China’s access to critical American communications infrastructure.
On October 29, the Federal Communications Commission (FCC) announced plans for a November 19 vote on a proposal that would prohibit China Mobile, China Telecom, and China Unicom from obtaining direct access to U.S. telephone numbers.
The proposal would also restrict direct number access for certain internet-based telephone providers using equipment from companies designated as national-security risks, including Huawei and ZTE.
These aren’t small companies. China Mobile, China Telecom, and China Unicom are three of China’s largest telecommunications operators, serving hundreds of millions of customers and operating extensive communications networks.
The United States has already revoked the companies’ authorization to provide international telecommunications services in the American market, citing concerns about potential espionage, surveillance, and threats to communications security.
The latest proposal would tighten restrictions further by limiting their ability to access American telephone numbering infrastructure.
The announcement also comes amid continued concerns surrounding Salt Typhoon, a Chinese-linked cyberespionage campaign that U.S. officials say compromised major American telecommunications networks. Beijing has denied allegations of state-sponsored cyberespionage.
reuters.com/world/asia-pacif…
UPDATE: Federal Judge DENIES Request to Pause Colosseum Injunction $DTR $DTREF $DTR.ax
Just in: the federal judge has DENIED motions filed by Dateline and the federal government to stay the court’s August 10, 2026 injunction pending appeal.
For some background, the August ruling temporarily halted activities at Colosseum following a legal challenge involving environmental protections and federal permitting.
Dateline and the federal government subsequently sought to suspend that injunction while the appeals process played out, which would have potentially allowed operations to resume in the meantime.
The judge has now rejected that request.
This means the injunction remains in effect, and Dateline cannot resume the activities prohibited by the original order simply because an appeal is underway.
However, this is not the end of the legal battle.
Dateline and the federal government can still seek relief directly from the Ninth Circuit Court of Appeals, which has the authority to grant a stay while the underlying appeal proceeds.
For $DTREF shareholders, the immediate implication is continued uncertainty surrounding the project’s timeline.
The next major development to watch is whether Dateline and the federal government seek an emergency stay from the Ninth Circuit, and whether that court grants relief.
COLOSSEUM MINE LAWSUIT BREAKDOWN $DTREF $DTR $DTR.ax
On Wednesday, April 15th the National Parks Conservation Association @NPCA filed a federal lawsuit against the U.S. Department of the Interior and the National Park Service over the reopening of the Colosseum Mine inside Mojave National Preserve.
What are they claiming?
At the center of the case is a major policy reversal in April 2025. For years, federal agencies told Dateline Resources that mining could not restart without a new approved plan and a formal validation of its mining claims. Then, without clear explanation, the government reversed course and allowed operations to move forward using a mining plan from the 1980s, argues @NPCA.
The lawsuit argues this decision violates multiple federal laws. First, mining inside a National Park unit requires a valid, approved plan of operations. The only plan being relied on here dates back decades, had a projected lifespan of roughly 12 years, and was tied to operations that ended in the early 1990s. NPCA argues that plan is no longer valid and cannot be used to justify new mining activity today.
Second, the government never completed a required validity determination of the mining claims. Under federal law, agencies must confirm that claims are legally valid before allowing operations to proceed. That step was never completed for Colosseum, yet the government moved forward anyway.
Third, no new environmental review was conducted. The government relied on an environmental analysis from 1985, which predates the creation of Mojave National Preserve in 1994. The lawsuit argues that conditions have significantly changed and that federal law requires a new review before approving mining.
The case also highlights prior enforcement actions against the company. Dateline had previously been ordered to stop operations, accused of unauthorized activity, and assessed over $200,000 in damages for environmental harm. In 2025, the government not only reversed its position on mining but also rescinded those penalties and allowed operations to continue.
NPCA is asking the court to throw out the 2025 approval, declare that federal law was violated, and block any further mining activity until the government fully complies with legal requirements.
What happens now?
The federal government has about 60 days to respond, and they’ll likely try to dismiss the case rather than fight it head-on.
The first real catalyst isn’t the response… it’s whether NPCA pushes for an injunction to halt mining exploration/drilling immediately. If granted, operations could stop fast. If denied, operations continues during the case.
If the case moves forward, it won’t be a traditional trial. The judge will review whether the government’s 2025 decision was legal, specifically, if they can rely on decades-old approvals and skip new permits and environmental review.
From there, it comes down to a ruling. If @NPCA wins, the approval gets thrown out and the entire project likely resets. If the government wins, mining continues as is.
Keep in mind, since the case was filed in the U.S. District Court for the Central District of California, the assigned judge will be a federal district judge sitting in that district.
GTA6 finally comes out in 3 weeks and Trump is about to drop a Nuke on Iran.
You can’t make this shit up…
NEWS: U.S. Army Deploys Troops and Military Equipment Across the Pacific in Preparation for Potential China–Taiwan Conflict in 2027
The U.S. Army is actively positioning troops, military equipment, and supplies throughout the Indo-Pacific as American commanders prepare for the possibility of a Chinese invasion of Taiwan as early as 2027.
Speaking at the TechNet Indo-Pacific conference in Honolulu on October 27, General Ronald Clark, commander of U.S. Army Pacific, confirmed that the military continues to view 2027 as a critical readiness benchmark.
The timeline stems from a 2021 warning by former Indo-Pacific Commander Admiral Philip Davidson, who cautioned that China could develop the military capability to seize Taiwan by 2027. The assessment became widely known as the “Davidson Window” and has influenced American military planning for years.
When asked whether that window remained relevant, Clark confirmed that it did.
Under an initiative called Army Ready Forward, the U.S. military has already begun rotating personnel, equipment, and supplies across strategically positioned islands closer to China, west of the International Date Line.
The objective is to ensure American forces are positioned to respond quickly if a conflict erupts, rather than attempting to deploy everything across the Pacific after hostilities begin.
Clark also emphasized the need to balance sophisticated, expensive military systems with more affordable weapons that can be manufactured in large quantities, particularly autonomous and unmanned systems.
However, there is an important distinction between military readiness and an actual invasion timeline.
A March 2026 U.S. intelligence assessment concluded that Chinese leaders were not currently planning to invade Taiwan in 2027 and had no fixed timetable for unification.
That contrasts with earlier intelligence indicating that Chinese President Xi Jinping had instructed the People’s Liberation Army to develop the capability to successfully invade Taiwan by 2027.
taipeitimes.com/News/front/a…
NEWS: U.S. Bans Imports From Three Major Chinese Biotechnology Companies & China Response
The United States has imposed new import restrictions on three major Chinese biotechnology companies, expanding Washington’s efforts to address national-security and forced-labor concerns involving Chinese technology.
On October 28, the Department of Homeland Security added BGI Genomics, MGI Tech, and Shenzhen BGI Technology to the Uyghur Forced Labor Prevention Act (UFLPA) Entity List, with the updated list formally published on October 29.
Under the law, goods produced by companies on the list are presumed to be made with forced labor and prohibited from entering the United States, unless importers can provide sufficient evidence to overcome that presumption.
The additions bring the UFLPA Entity List to 190 companies and organizations.
U.S. authorities allege that the companies were involved in activities facilitating surveillance and forced-labor practices in China’s Xinjiang region, including the use of genetic information. The companies have disputed allegations of wrongdoing.
China has already responded.
On October 29, China’s Commerce Ministry condemned the restrictions, accusing Washington of violating understandings reached between Presidents Trump and Xi. Beijing demanded that the United States stop targeting Chinese businesses and warned that it would take measures to protect Chinese interests.
No specific retaliatory sanctions have been announced.
reuters.com/world/asia-pacif…
BREAKING: U.S. Bans Chinese Labs From Testing Electronics for the American Market
The Federal Communications Commission (FCC) approved a sweeping ban on Chinese laboratories testing and certifying electronic devices intended for the U.S. market on October 29, marking another significant step in Washington’s effort to reduce its reliance on China across critical technology supply chains.
The ban covers laboratories involved in testing products such as smartphones, computers, cameras, and other communications equipment before they can receive authorization for sale in the United States.
The scale of America’s dependence on Chinese testing facilities is substantial.
According to FCC Chairman Brendan Carr, approximately 82% of electronics were tested in China in 2025, compared with just 4% tested in American laboratories.
The FCC argues that allowing Chinese testing facilities access to sensitive technical information creates potential national-security risks, including intellectual-property theft, surveillance, and vulnerabilities in communications equipment.
The new ban is scheduled to take effect in December 2028, giving manufacturers time to transition toward laboratories in the United States and trusted partner countries.
The FCC also approved measures to streamline testing and certification procedures for American and allied facilities.
This follows earlier restrictions targeting Chinese government-owned or controlled testing laboratories. Today’s decision expands those restrictions to Chinese laboratories more broadly.
What stands out is that Washington is no longer focusing exclusively on restricting Chinese-made products. It is increasingly targeting the infrastructure, services, and supply chains that American industries have historically relied upon.
The ban has been approved. The transition away from Chinese testing laboratories is now a matter of implementation, not whether the FCC will adopt the restriction.
Another example of the U.S. systematically reducing its dependence on China in strategically sensitive industries.
reuters.com/business/media-t…
NEWS: U.S. and Japan Expand Missile Production as China Issues Warning
The United States and Japan have finalized a new defense manufacturing agreement aimed at expanding missile production capacity in the Indo-Pacific.
Under the agreement, Japan will establish a facility for the final assembly and inspection of AIM-120 AMRAAM air-to-air missiles, which are used by advanced fighter aircraft, including the F-35.
The two countries also agreed to share technical information to help expand production of SM-3 Block IIA ballistic missile interceptors, strengthening their ability to counter regional missile threats.
The agreement is part of Operation Supercharge, a broader effort to strengthen allied defense manufacturing and reduce production bottlenecks.
China has already responded.
On October 29, China’s Foreign Ministry warned that U.S.–Japan defense cooperation should not undermine regional stability or harm the interests of other countries. Beijing also criticized Japan’s expanding military posture.
What stands out to me is the timing.
The U.S. is actively expanding defense production alongside its allies while simultaneously preparing to implement stricter sourcing requirements for certain critical minerals and defense materials under DFARS on January 1, 2027.
Increasing missile production is one challenge. Securing reliable supply chains for the specialized metals, materials, and components needed to manufacture advanced weapons is another.
wsj.com/world/as-missile-sto…
NEWS: Trump Declares Foreign Robotics and Industrial Machinery a National Security Risk
President Trump signed a new proclamation on October 28 under Section 232 of the Trade Expansion Act, formally determining that imports of robotics, industrial machinery and their components threaten U.S. national security.
The decision follows a Commerce Department investigation that found the United States relies on foreign suppliers for most types of robotics and industrial machinery, while domestic manufacturers currently lack the capacity to satisfy national demand.
These technologies are essential to manufacturing aircraft, missiles, ships, weapons systems and other defense equipment. The administration also raised concerns about cybersecurity vulnerabilities associated with foreign-made machinery.
No new tariffs were imposed today.
Instead, Trump directed the Commerce Department and U.S. Trade Representative to negotiate agreements with foreign trading partners and report their progress within 180 days. Tariffs, quotas and other import restrictions remain possible.
This follows the administration’s July restrictions on new models of Chinese humanoid and quadruped robots, as well as certain Chinese power inverters.
There is also an important critical-minerals connection.
Many advanced robotic systems depend on high-performance permanent magnets containing neodymium, praseodymium, dysprosium and terbium. China continues to dominate significant portions of the rare-earth processing and magnet manufacturing supply chain.
Bringing robotics manufacturing back to the United States is one challenge. Securing the materials and components needed to manufacture those systems domestically is another.
The same supply-chain vulnerabilities affecting defense production, drones and advanced manufacturing are increasingly relevant to the rapidly developing robotics industry.
reuters.com/world/china/trum…
Wow, actually some green today after yesterdays huge move. Pretty shocked!
✅ $AREC +3%
✅ $NB +3%
✅ $UUUU +3%
✅ $NAK +2%
✅ $USAR +0.7%
✅ $MP +0.4%
❌ $UAMY -2%
❌ $CRML -4%
