The threat of “weaponizing” rare earths by China means potential sellers of the minerals to the US stand to gain from a tightened international supply and higher prices.
The post Rare earth stocks come out winners in China-US trade war appeared first on MINING.com.
Rare earth stocks come out winners in China-US trade war Read More »
Hour 1 – Featuring Jesse Felder, Mike Larson, Rick Rule, and Joe Mazumdar!
I hope everyone has a great long weekend in the US. On this weekend’s show we focus on the trade…
Weekend Show – Sat 25 May, 2019 Read More »
On the supply side, Fitch expects production misses from Australia to keep the market tight in the coming quarters as large diversified miners lose their appetite for mining coal.
The post Coking coal price to remain elevated in 2019— report appeared first on MINING.com.
Coking coal price to remain elevated in 2019— report Read More »
US and China Tensions Are Going To Get Worse Before They Get Any Better
With limited economic data on tap for next week Marc Chandler and I focus on the tensions between the US…
Exclusive Comments from Marc Chandler – Fri 24 May, 2019 Read More »
Market Wrap – Could China Drop Out Of The WTO and Cause A Major Divide In The World
Chris Temple wraps up the markets for us. We look at the selloff in US markets and the move into…
Chris Temple from The National Investor – Thu 23 May, 2019 Read More »
Over eight years ago I wrote about a crisis that could unfold in the United States related to rare earth imports from China. Remember the Chinese control the rare earth market. These rare earths are used in your phones, Ipads, and hybrid/electric vehicles. Just think of rare earths in all your advanced technologies which involve magnets like hard drives and speakers. Some think the rare earth boom has been and gone…but I think its coming back and it could be very soon.
Rare Earths Sector ETF $REMX Booming Again On Trade War With China Read More »
Looking at Huawei’s roll in the US/China trade war
Chris Temple, Founder of The National Investor joins me to look into the news regarding Huawei which is all very…
Chris Temple from The National Investor – Mon 20 May, 2019 Read More »
Recapping the trade events of the week and corresponding impacts on the currency markets
Marc Chandler, Managing Partner at Bannockburn Global ForEx joins me to recap the news of the week and look ahead…
Exclusive Comments from Marc Chandler – Fri 17 May, 2019 Read More »
The Dubai Multi Commodities Centre and the China Gems and Jade Exchange signed a memorandum of understanding to create new trading opportunities.
The post UAE and China to strengthen gems and jade bilateral trade appeared first on MINING.com.
UAE and China to strengthen gems and jade bilateral trade Read More »
This post Prepare for Trench Warfare appeared first on Daily Reckoning.
Markets rebound after yesterday’s bloodbath… “Trump’s escalation comes at an awkward time, but if push comes to shove, [China is] quite capable of supporting growth through more investment and credit”… Why Trump may feel more pressure to reach a trade deal than China…
The post Prepare for Trench Warfare appeared first on Daily Reckoning.
Prepare for Trench Warfare Read More »
