正在加载视频...

视频加载失败

🚨🇺🇸 🇯🇵 TRUMP JUST SIGNED A RARE EARTH PROCESSING DEAL WITH JAPAN While it's not yet clear what the specifics are, a major deal was just signed to begin the process of making America non-reliant on China for the rare earths it needs for everything from engines to personal...

152,603 次观看 • 8 个月前 •via X (Twitter)

0 条评论

暂无评论

原始帖子的评论将显示在这里

相关视频

This is huge for the commodity sector US minerals and supply chain czar David Copley on the US plans to regain independence: - Mining will get a lot of attention from governments around the world - Mining is a priority area for US national development - Critical minerals in the US are priority no. 1 - The US will continue stockpiling minerals - The US wants to increase profitability in the rare earth space - Over the next few years, the US is going to invest 100s of B in the mining sector - The US wants a roadmap for every mineral vital to its economy This is a game changer for the industry, especially with regard to rare earths. Rare earths aren’t rare, but their mining and processing are very environmentally damaging. Western companies with ESG mandates can’t compete with Chinese counterparts, which don’t face these regulations and also enjoy state subsidies. The result was absolute dominance. China’s subsidized low prices forced Western companies out of business and increased China’s market share to up to 97% of rare earth processing and ~60% of rare earth mining. In the future, I wouldn’t be surprised if there are two pricing schemes for critical minerals: one for China/BRICS and one for the West. This race to regain critical minerals independence will lead to more supply shocks and subsequent price spikes.... creating a once-in-a-lifetime opportunity in the commodity space. The era of commodities is about to begin

Lukas Ekwueme

33,756 次观看 • 5 个月前