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.
USAR offers highest-risk/highest-beta exposure to rare-earth supply constraints through its mine-to-magnet supply chain as China restricts shipments to the U.S. Geopolitical scarcity anxiety ahead of September 24 talks could drive violent repricing if formal trade restrictions are announced.
At post $17.64Now $17.61-0.1% since postedas of Sep 4, 4:30 PM ET