u/nickman23 · 47d ago2 prior · awaiting results
China is secretly restricting rare-earth shipments - $MP, $UUUU and $USAR will escalate up to the Sept. 24 talks and rip if they fail.
China is quietly restricting rare-earth shipments to the U.S. through licensing delays and supplier intimidation. As geopolitical anxiety builds toward the September 24 trade talks, investors will assign a growing scarcity premium to domestic rare-earth producers like MP, the cleanest and most established U.S. play.