Geopolitics ❯ International Relations

Trade

Export Controls Supply Chain Minerals Shipping China Critical Minerals Mineral Resources Currency Fluctuations Copper Industry Technology Competition Rare Earths Energy Security Supply Chains Semiconductor Supply Chain Economic Sanctions Resource Dependency U.S. Foreign Policy Resource Management Infrastructure Agriculture Rare-Earth Metals Investment Policies Maritime Trade Tariffs Rare Earth Elements U.S.-China Relations Resources

USA Rare Earth Is Cash-Rich but Pre-Revenue as Growth Plan Raises Dilution Risk

The company holds large cash reserves while pursuing a $2.8 billion deal and government backing that could accelerate U.S. rare‑earth supply chains.

Tesla China Operations Complicate Any Potential SpaceX Combination

U.S. Support and Strong Quarter Boost Interest in Non‑Chinese Rare‑Earth Stocks

TSMC Rises to 52‑Week High After Record Quarter, 17% Dividend Hike

Reports Link Thai Intermediary to Alleged $2.5 Billion Super Micro Server Diversion to China

Zijin Gold to Acquire Canada’s Allied Gold in C$5.5 Billion Cash Deal

S&P Global Sees AI Boom Driving 50% Jump in Copper Demand by 2040 as Deficit Looms

US and Europe Step Up Rare Earth Push as China’s New Curbs Are Paused

QuantumScape Hits 52-Week High on Supply-Chain Jitters and Manufacturing Deals

MP Materials Rallies on Reports of New U.S. Equity Stakes in Critical Minerals

AMD Eyes China AI Exports as Wells Fargo Raises Price Target to $185