US President Donald Trump speaks to the press about a critical minerals stockpile with $12 billion in initial funding, as Washington seeks to lower reliance on China for rare earths and other resources, in the Oval Office of the White House in Washington, DC, on February 2, 2026. Saul Loeb | Afp | Getty Images…
U.S. President Donald Trump delivers remarks before signing an executive order in the Oval Office of the White House on Jan. 30, 2026 in Washington, DC. Alex Wong | Getty Images Shares of U.S.-listed rare earth miners jumped Monday after news that President Donald Trump is preparing a sweeping plan to build a strategic stockpile…
President Donald Trump‘s push for mineral rights in Greenland may be the latest play in long-standing U.S. efforts to block China from accessing rare earths on the world’s largest island. Trump has disclosed few details about the Greenland framework deal that he announced after meeting with NATO Secretary-General Mark Rutte on Wednesday. But he told…
A wheel loader takes ore to a crusher at the MP Materials rare earth mine in Mountain Pass, California, U.S. January 30, 2020. Steve Marcus | Reuters The emergence of critical minerals as a new arena of geopolitical competition has coincided with a dizzying rally in U.S.-listed rare earths mining stocks. Despite paring gains in…
U.S. President Donald Trump speaks to members of the media aboard Air Force One on October 30, 2025 in flight. Andrew Harnik | Getty Images News | Getty Images Shares of U.S.-listed rare earths miners rallied on Thursday after China agreed to delay the introduction of further export controls as part of an agreement reached…
In an aerial view, a container ship sits docked at the Port of Oakland on October 10, 2025 in Oakland, California. Justin Sullivan | Getty Images News | Getty Images Shares of several U.S.-listed rare earth miners fell on Monday as U.S. officials said they expect China to delay introducing export controls on critical minerals…
In an aerial view, a container ship arrives at the Port of Oakland on October 10, 2025 in Oakland, California. U.S. President Donald Trump is threatening to impose a massive increase of tariffs on Chinese imports in response to China’s announcement of new export controls on rare earths. China controls an estimated 70% of the…
Stocks were brutalized Friday in a way we haven’t seen in ages. Everything except some downtrodden consumer packaged goods stocks, led by the resurgent PepsiCo , was slaughtered. The headwinds were enormous and came from disparate places. Bond yields came down huge, something that equity markets normally greet with tremendous relief and price-to-earning multiple expansion….
