Tag Archives: China

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 …

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 …

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 …

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 …

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 …

At the beginning of his tariff standoff with Beijing, President Trump was confident in his strong hand. China’s economy was reliant on U.S. consumers, he said, and so it would have to make some compromises or risk losing them. “China has been hit much harder than the USA, not even close,” Trump wrote on Truth Social, the social media site …

The US and China are about to launch the next front in their trade war  Politico China retaliates against U.S. port fees with new charges on American ships  CNBC US ownership clause of Chinese port fees could cast ‘wide net’  Lloyd’s List China imposes retaliatory port fees on American-owned ships docking in country  CBS News China hits back on US port fees with retaliatory …

The US has called for the release of 30 leaders of one of China’s largest underground church network who were reportedly detained over the weekend in overnight raids in various cities. The list includes several pastors and Zion Church founder Jin Mingri who was arrested in the early hours of Saturday after 10 officers searched his home, US-based non-profit ChinaAid …

China tries shock-and-awe on Donald Trump  The Economist Cars to Fighter Jets: China’s New Export Curbs May Level a Heavy Blow Worldwide  The New York Times Q: Why Is China’s New Rare-Earth Threat Such a Big Deal?  The Wall Street Journal Trump wanted a trade deal. Xi opened a new front instead.  Politico China ‘not afraid of trade war,’ accuses U.S. of ‘double standard’ …

Dow Futures Rally After Trump Softens China Threats — Live Updates  The Wall Street Journal Stock futures rebound from Friday’s rout after Trump says China situation ‘will all be fine’: Live updates  CNBC Trump’s 100% tariff threat sparks defiance from Beijing  Politico Trump, Vance Open Door to China Deal as Trade Spat Drags On  Bloomberg.com Trump’s 100% tariff row: China urges US to correct …