Hong Kong — President Donald Trump expressed shock at China’s “surprising” move to unleash sweeping export controls on rare earths, accusing the country of “becoming very hostile.” But according to Beijing, it was Washington’s expansion of curbs on Chinese firms that ratcheted up tensions and drove it to further tighten its grip on the critical minerals essential in the production …
Read More »China Hits Back at US on Shipping With Hanwha Curbs, New Probe Bloomberg.com China targets five U.S. subsidiaries of South Korea’s Hanwha Ocean over Washington shipping probe CNBC Developing | China sanctions 5 US subsidiaries of South Korean shipping giant South China Morning Post China probes US maritime investigation’s impact on shipping industry Reuters China sanctions 5 US units of South Korean shipbuilder Hanwha …
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A hull section that will be sent to the final assembly base is loaded onto a semi-submersible vessel at Hanwha Marine Engineering (Shandong) Co LTD in Yantai, China, on September 16, 2024. Costfoto | Nurphoto | Getty Images China on Tuesday added five U.S. subsidiaries of South Korean shipbuilder Hanwha Ocean to its sanction list over their alleged involvement in …
Read More »NEW YORK (AP) — And back up goes Wall Street. U.S. stocks rallied Monday after President Donald Trump said ” it will all be fine,” just days after he sent the market reeling by threatening much higher tariffs on China. The S&P 500 jumped 1.6% in its best day since May and recovered just over half its drop from Friday. …
Read More »US, China to roll out tit-for-tat port fees, threatening more turmoil at sea Reuters The US and China are about to launch the next front in their trade war Politico Trump Port Fees Bring Added Headache for Chinese Ship Operators Bloomberg.com U.S. Starts Charging Chinese Ships to Dock at Its Ports The New York Times US-China trade tensions simmer as port fees take effect BBC …
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China’s tightening grip over the minerals that power advanced technologies has moved from long-term strategic concern to immediate economic threat—and the U.S. is woefully unprepared, Wharton’s Jeremy Siegel warned. “It’s scandalous that we don’t have a rare earth strategic reserve,” Siegel told CNBC’s Squawk Box Monday, calling it a major security failure. “We let China monopolize 90% of refining rare …
Read More »MP Materials, USAR, Other Rare Earth Stocks Soar. Trump and China Drive the Rally. Barron’s Rare earth stocks surge on U.S.-China trade dispute over critical minerals CNBC Beijing blames US for raising trade tensions, defends rare earth curbs Reuters China tightens export controls on rare-earth metals: Why this matters Al Jazeera Price Of A U.S.-China Deal Just Got A Lot Higher; Rare Earth Stocks …
Read More »Wall Street rallies on Trump China comments; Broadcom surges Reuters Stock market today: Dow, S&P 500, Nasdaq stage comeback as Trump tempers tariff talk toward China Yahoo Finance China blasts new US trade curbs, as Treasury secretary notes talks back on track Fox Business Dow gains 600 points after US-China trade showdown hits the pause button CNN China accuses US of ‘double standards’ over …
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China is instituting controls on rare earths, which are essential for technology, that look like chip controls; we can fix the problem by building, but we might not be able to. Subscribe to Stratechery Plus for full access. $15 / month or $150 / year With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and …
Read More »MP Materials, USAR, Other Rare Earth Stocks Soar. Trump, China Drive the Rally. Barron’s Rare earth stocks surge on U.S-China trade dispute over the critical minerals CNBC Rare Earth Stocks Rally as US-China Spat Fuels Supply Fears Bloomberg.com Critical mineral stocks rally on US-China tensions; MP Materials and USA Rare Earth lead gains (REMX:NYSEARCA) Seeking Alpha Wall Street thinks Trump will be forced to …
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