u/nickman23 · 7h 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, creating a geopolitical scarcity premium for domestic producers. As anxiety mounts ahead of September 24 trade talks, MP—the cleanest and most established U.S. rare-earth play—should benefit from investor repositioning into domestic alternatives before any formal restrictions are announced.
At post $54.70Now $54.53-0.3% since postedas of Sep 4, 4:30 PM ET