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Rare earth stocks surge on U.S-China trade dispute over the critical minerals
Shares of U.S. rare earth miners surged in early trading Monday, after President Donald Trump threatened China with retaliation over its strict export controls. USA Rare Earth soared more than 18%, Critical Metals surged 18%, Energy Fuels jumped more than 11%, and MP Materials rallied about 8%. Trump on Friday threatened China with a “massive” increase in tariffs in retaliation for Beijing imposing strict export controls on rare earth elements. The president then dialed down his rhetoric on Sunday, saying the situation with China will “be fine.” The Defense Department, meanwhile, is accelerating its effort to ... (full story)
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From robinjbrooks.substack.com|Oct 13, 2025|4 commentsChina’s customs agency just published September trade data, which once again paint a remarkably resilient picture for exports in the face of US tariffs. The fall in China’s ...
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- Oct 13, 2025 8:45am Posted byFundamental Analysis269
