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…
Shares of U.S.-listed companies related to the rare earth supply chain climbed on Monday as investors continued to weigh the impact of export restrictions on domestic producers. Rare earths are minerals that are essential to many aspects of modern life, particularly for the technology sector and the energy transition, as they are used in…
China on Thursday accused the U.S. of creating “panic” over Beijing’s controls on rare earth minerals, but indicated it is open to trade talks to resolve a dispute that has threatened to reignite a trade war between the world’s two largest economies. “The US interpretation seriously distorts and exaggerates China’s measures, deliberately creating unnecessary misunderstanding…
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….
A wheel loader operator fills a truck with ore at the MP Materials rare earth mine in Mountain Pass, California, U.S. January 30, 2020. Steve Marcus | Reuters Shares of U.S. rare earth and critical mineral miners surged Thursday after China tightened restrictions on exports, fuelling market speculation that the Trump administration will move more…
Shares of USA Rare Earth jumped in extended trading Thursday, after CEO Barbara Humpton told CNBC that the rare earth miner is “in close communication” with the White House. Humpton’s comment comes after the Trump administration took a 5% equity stake in Lithium Americas this week. The Defense Department took a 15% stake in rare…
The Trump administration needs to strike multiple deals with U.S. miners to secure the nation’s supply chain against China, said Mark Chalmers, CEO of Energy Fuels, a miner focused on uranium and rare earth minerals. The Pentagon decision to take an equity stake in MP Materials, the largest U.S. rare earth miner, in July and…
A Lithium Americas worker processes lithium at the company’s Reno, Nevada R&D lab. Lithium Americas stock soared Wednesday as the Trump administration is seeking an equity stake in the mining company, which is based in Vancouver, British Columbia. The White House proposed the equity stake as Lithium Americas renegotiates the terms of a $2.2 billion…
