USA Rare Earth stock plunged 14% after Trump's claims. REEx warns U.S. rare-earth capacity remains unproven despite ambitious mine-to-magnet plans.
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Written by: Daniel
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Written by: Daniel
NEWS USA Rare Earth Falls on Trump’s “No Threat” Comment – But the Real Risk Is Execution
- Thread starter DOC
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Fundamental
Active member
When Sector wide trends (destruction of MCap) are apparent, people really need to expand their horizons when looking for the cause. Getting fixated on Company specific events is becoming a distraction from the main event. Now that we finally recognise that Rare Earth magnets are a necessity to the West's Industrial survival, we need to recognise that China has NOT given up its aspirations. The Trump-Xi accord? might have brought the US some limited breathing space, but it has left China still in a position to continue their attacks on all other fronts, including manipulation of our Markets and just as they did with Peak and GGG ~ ongoing Geo-political interference. China does not actually need to control Western mines; it only needs to delay them long enough for the development of all of the upstream industries dependant on magnets to collapse thru lack of raw materials!