October 11, 2025Oct 11 Popular Post 9 hours ago, LosLobo said: The claim you’re defending — that 'America has plenty of access to REM without dealing with China' — ignores the key fact that the U.S. still relies on China for refining and separation. Having deposits isn’t independence; it’s just raw material without capability. You can mine the rock, but as you said, you still need someone else to make it useful. As we’re in agreement then — I’ll take that as your apology. USA has invested heavily in refining capability and capacity. MP Materials, Lynas USA, and Noveon Magnetics have been funded for processing and manufacturing capabilities. Texas is the new hub of rare earth processing and manufacturing. One of the items addressed during PM Carney's visit with Trump this week was the new investments in Canada for rare earth processing. Canada's abundance of fresh water needed for processing and its reserves make it a valuable ally. Australia is investing in its rare earth capabilities. And then there is Saudi Arabia. It is believed have some of the worlds largest reserves of rare earth. the Saudis have been investing significantly in this sector including processing. There is another reason why Trump previously sought to normalize relations with the KSA.
October 11, 2025Oct 11 32 minutes ago, Patong2021 said: One of the items addressed during PM Carney's visit with Trump this week was the new investments in Canada for rare earth processing. Canada's abundance of fresh water needed for processing and its reserves make it a valuable ally. Yeah sure Canada will be interested in being an ally of a country that levies unreasonable tariffs on their exports. Try pull the other leg. 33 minutes ago, Patong2021 said: USA has invested heavily in refining capability and capacity. MP Materials, Lynas USA, and Noveon Magnetics have been funded for processing and manufacturing capabilities. Texas is the new hub of rare earth processing and manufacturing. Yeah, and all those facilities will be built and completed in the next few days. Are MAGA's really that delusional?
October 11, 2025Oct 11 7 minutes ago, CallumWK said: Yeah sure Canada will be interested in being an ally of a country that levies unreasonable tariffs on their exports. Try pull the other leg. Yeah, and all those facilities will be built and completed in the next few days. Are MAGA's really that delusional? Yes they are
October 11, 2025Oct 11 19 hours ago, short-Timer said: It's the complete opposite. China is WINNING! China has completely held Trump out to dry over rare earth minerals. I think he's finally realizing it's impossible to successfully bully China at all on trade. Sitting on the fence, watching how it will pan out over the next couple weeks... And yes, 'China cannot lose', as Xi gives a rat's a** about his country's exports to the U.S., or his citizens' growing unemployment and misery...
October 11, 2025Oct 11 58 minutes ago, StayinThailand2much said: Sitting on the fence, watching how it will pan out over the next couple weeks... And yes, 'China cannot lose', as Xi gives a rat's a** about his country's exports to the U.S., or his citizens' growing unemployment and misery... It won't be long before China develops other export markets to where they don't really care much about trade with the US anymore. That's when the situation for America could get really bad. China's exports to the US this year are down about 20-25% from last year. And China is good with that. Meanwhile, China was the biggest export market for US soybean exports and this year China hasn't bought a single soybean from the United States. It's crystal clear who is winning.
October 11, 2025Oct 11 6 minutes ago, short-Timer said: Meanwhile, China was the biggest export market for US soybean exports and this year China hasn't bought a single soybean from the United States. It's crystal clear who is winning. Well, I guess, soybean exports to China are 'peanuts' for the U.S. economy as a whole, but getting by without (or with much more expensive) imports of, well, almost everything from China, will be very tough for America.
October 12, 2025Oct 12 14 hours ago, Yagoda said: I think your ignorance is a bit... That you are a troll? Sorry, Im normal, a he not pretending to be a she. Weeeell, I think anything is possible with someone like yourself.......😉
October 12, 2025Oct 12 34 minutes ago, transam said: Weeeell, I think anything is possible with someone like yourself.......😉 It occurs to me that Yagoda could be a she who believes that she is a he not pretending to be a she.
October 12, 2025Oct 12 10 hours ago, Patong2021 said: USA has invested heavily in refining capability and capacity. MP Materials, Lynas USA, and Noveon Magnetics have been funded for processing and manufacturing capabilities. Texas is the new hub of rare earth processing and manufacturing. One of the items addressed during PM Carney's visit with Trump this week was the new investments in Canada for rare earth processing. Canada's abundance of fresh water needed for processing and its reserves make it a valuable ally. Australia is investing in its rare earth capabilities. And then there is Saudi Arabia. It is believed have some of the worlds largest reserves of rare earth. the Saudis have been investing significantly in this sector including processing. There is another reason why Trump previously sought to normalize relations with the KSA. Yes — the U.S., Canada, and Australia are all ramping up rare-earth refining and processing. That’s a global strategic trend, not Trump’s personal initiative. MP Materials, Lynas USA, and Noveon all received federal funding before Trump’s recent photo-ops. Most of these projects began under Biden’s 2021–2024 supply-chain initiatives — part of the CHIPS and Science Act and the Defense Production Act. Canada’s involvement is about mutual supply security, not personal diplomacy. So yes, progress — but it’s driven by policy continuity and market necessity, not one man’s 'vision.' The U.S. will still rely on China for refining and magnets for another '5–10 years' — the bottleneck that matters.
October 12, 2025Oct 12 1 hour ago, Alan Zweibel said: It occurs to me that Yagoda could be a she who believes that she is a he not pretending to be a she. Possibly, but him being born in 1955 may point to just being a bit odd.......🥸
October 12, 2025Oct 12 18 hours ago, Patong2021 said: USA has invested heavily in refining capability and capacity. MP Materials, Lynas USA, and Noveon Magnetics have been funded for processing and manufacturing capabilities. Texas is the new hub of rare earth processing and manufacturing. One of the items addressed during PM Carney's visit with Trump this week was the new investments in Canada for rare earth processing. Canada's abundance of fresh water needed for processing and its reserves make it a valuable ally. Australia is investing in its rare earth capabilities. And then there is Saudi Arabia. It is believed have some of the worlds largest reserves of rare earth. the Saudis have been investing significantly in this sector including processing. There is another reason why Trump previously sought to normalize relations with the KSA. Not to mention the president has the power to apply "wartime" and/or emergency measures to force the conversion of existing facilities, especially those handling gold, heavy mineral sands, or such, into REE processing. It's not like gold mines or gold is a strategic necessity, as are rare earths. It may not make Peter Schiff happy, but I expect there is a good chance Trump uses these powers in the next few months if China carries through with its threat.
October 12, 2025Oct 12 16 hours ago, gargamon said: Barron Trump with access to the presidential stock trading platform again.
October 12, 2025Oct 12 On 10/11/2025 at 9:59 AM, impulse said: When the history books get written, Trump's tenure could get written up as the period that stopped the demise of western civilization due to mass immigration and rampant lawlessness for the sake of weak-on-criminals policies. Or, it may continue swirling down the bowl due to those lefty policies. Spot on about the history books,Trump could be the firewall against the West's dive. It use to be anything CCP was evil, Communist. Now the OP has accumulated 7+ laughs from the usual international left. The international left cheer on movements like anti capitalist, communist, Socialist, anarchist. Trumps agenda is clear, the Communist sympathizers are ever so clear,they want America to fail cause he wants to Make America Great Again. Do you see the pattern?
October 12, 2025Oct 12 16 hours ago, Celsius said: Doesn't canada have "rare" minerals? 51st state! Not really. The top countries are China and Brazil. In this respect, it's certainly not wise to bully Brazil at the same time as China! https://www.statista.com/chart/33754/countries-with-the-greatest-known-reserves-of-rare-earths/?srsltid=AfmBOop6CBXbFg5H1CdDT7BXylfSKrtp790nRXcPGJsdK_2QtJjP58FB
October 12, 2025Oct 12 22 hours ago, Patong2021 said: And then there is Saudi Arabia. It is believed have some of the worlds largest reserves of rare earth. the Saudis have been investing significantly in this sector including processing. There is another reason why Trump previously sought to normalize relations with the KSA. Looks like nobody knows about those massive reserves. 2 hours ago, candide said:
October 13, 2025Oct 13 16 hours ago, candide said: Not really. The top countries are China and Brazil. In this respect, it's certainly not wise to bully Brazil at the same time as China! https://www.statista.com/chart/33754/countries-with-the-greatest-known-reserves-of-rare-earths/?srsltid=AfmBOop6CBXbFg5H1CdDT7BXylfSKrtp790nRXcPGJsdK_2QtJjP58FB Do you even know how "known reserves" are calculated?
October 13, 2025Oct 13 On 10/11/2025 at 5:45 AM, short-Timer said: It's the complete opposite. China is WINNING! China has completely held Trump out to dry over rare earth minerals. I think he's finally realizing it's impossible to successfully bully China at all on trade. China has the monopoly are rare earth resources and production. The 130% tariffs hurt the US economy and consumers more than they hurt China. The US is part of the West's "Golden Billion." China still has the other 7 billion consumers to trade with in the BRICS and Global South.
October 13, 2025Oct 13 10 minutes ago, impulse said: Do you even know how "known reserves" are calculated? Tell us!
October 13, 2025Oct 13 Could it possibly be stock market manipulation, certain people will be given the nod in a couple of weeks and the tariffs will be dropped, just sayin. 😁
October 13, 2025Oct 13 1 minute ago, harada said: Could it possibly be stock market manipulation, certain people will be given the nod in a couple of weeks and the tariffs will be dropped, just sayin. 😁 Yep......those in the know have a licence to print money.
October 13, 2025Oct 13 On 10/12/2025 at 10:38 AM, LosLobo said: Yes — the U.S., Canada, and Australia are all ramping up rare-earth refining and processing. That’s a global strategic trend, not Trump’s personal initiative. The problem, of course, is that the greenies are making that as hard as possible, stretching out the regulatory process where it takes decades just to get permits. Then more decades to develop the mines and the refineries. Perhaps this is Trump's way of easing those impediments? Drill baby, drill. And dig, baby, dig.
October 13, 2025Oct 13 15 minutes ago, candide said: Tell us! I took semester long classes and occasional refresher courses throughout my career to be legally qualified as a reserve estimator. So I'll pass on the explanation because if I leave something out, I literally can't type fast enough to respond to the lefty dogpile here on AN whenever anyone posts something favorable to Trump. I'd suggest you look it up, though. You may not be as nervous about that graph if you understand what it actually means.
October 13, 2025Oct 13 6 minutes ago, impulse said: I took semester long classes and occasional refresher courses throughout my career to be legally qualified as a reserve estimator. So I'll pass on the explanation because if I leave something out, I can't type fast enough to respond to the lefty dogpile here on AN. I'd suggest you look it up, though. You may not be as nervous about that graph if you understand what it actually means. So what's your point exactly? What does it actually mean?
October 13, 2025Oct 13 Popular Post 23 minutes ago, connda said: China has the monopoly are rare earth resources and production. The 130% tariffs hurt the US economy and consumers more than they hurt China. The US is part of the West's "Golden Billion." China still has the other 7 billion consumers to trade with in the BRICS and Global South. And while China is courting and helping its allies, Trump is bullying, insulting and ransoming US allies....
October 13, 2025Oct 13 5 hours ago, candide said: So what's your point exactly? What does it actually mean? It means ' i implied something i can't back up'.
October 13, 2025Oct 13 On 10/12/2025 at 10:28 AM, CallumWK said: Looks like nobody knows about those massive reserves. Have you considered reading the trade journals? I know you dislike Trump, but one of the reasons he pushed to normalize relations with KSA during his first term was to obtain access to KSA's critical minerals including rare earth resources. This was no secret when it occurred, although it appears that some people like you missed it. https://gulfif.org/mining-a-multipolar-future-riyadhs-rise-as-a-critical-mineral-powerhouse/ Saudi Arabia has significant rare earth element (REE) deposits, particularly in the Arabian Shield, which are a key part of its strategy to diversify its economy beyond oil under Vision 2030. The Kingdom is actively seeking foreign expertise and investment to develop its mining and processing capabilities, which are currently limited, in an effort to become a reliable alternative supplier to China. Key developments include a collaboration with MP Materials to help establish the REE value chain in the country and a major $100 billion investment plan for mining projects https://investors.mpmaterials.com/investor-news/news-details/2025/Maaden-and-MP-Materials-Collaborate-to-Establish-Full-Value-Chain-for-Rare-Earth-Magnetics/default.aspx Maaden is the Middle East's largest multi-commodity mining and metals powerhouse and stands among the world's fastest growing, with a robust SAR 32.5 billion (US$8.7 billion) in revenues for 2024. As a KSA-based, globally significant mining champion, Maaden is deploying technology and talent to accelerate the exploration and production of Saudi Arabia’s vast mineral endowment to develop mining as the third sector of the Saudi economy. Saudi Arabia stands out for its critical mineral reserves and bold efforts to develop them through international partnerships. Saudi's western Arabian Shield contains substantial precious metals like gold and silver, plus critical industrial metals such as aluminum, iron, copper, zinc, manganese, and chromium. The Arabian Shield also holds valuable rare earth elements, such as tantalum, for which it has a quarter of the world's reserves and has applications in high-tech industries including electronics, and niobium, which is used in industrial alloys, its applications including jet engines and rockets. T https://www.mei.edu/publications/middle-easts-critical-mineral-resources-key-clean-energy-transition I would not have mentioned Saudi Arabia, unless I was aware of its critical mineral including rare earth reserves.
October 13, 2025Oct 13 On 10/12/2025 at 8:18 AM, candide said: Not really. The top countries are China and Brazil. In this respect, it's certainly not wise to bully Brazil at the same time as China! https://www.statista.com/chart/33754/countries-with-the-greatest-known-reserves-of-rare-earths/?srsltid=AfmBOop6CBXbFg5H1CdDT7BXylfSKrtp790nRXcPGJsdK_2QtJjP58FB One of the problems of relying on AI based information aggregators is that they do not necessarily access all relevant sources. Rare earth elements (REEs) consist of 17 elements, including the 15 lanthanides from the periodic table, along with the transition metals scandium and yttrium. Canada holds some of the largest known reserves and resources of rare earth metals globally, estimated at over 15.2 million tonnes of rare earth oxide in 2023. With reserves of lithium, graphite, nickel, cobalt, copper, and rare earth elements, Canada has the potential to emerge as a significant global player for these increasingly sought-after natural substances. The Canadian government has identified 31 critical minerals and metals essential for developing "future" economies domestically and internationally, 21 of which are already produced in Canada and with significant opportunities for further resource development. https://www.canadaaction.ca/critical-minerals-metals-found-in-canada The EU has initiated an investment and scale up effort in Canada. It is expected that the new investments in mining and processing will be "online" in 5-10 years. https://natural-resources.canada.ca/sites/admin/files/images/2025-03/REE%20Facts%20-%20Figure%202%20-%20EN.png https://www.cnbc.com/2023/03/14/canada-is-aiming-to-beat-china-in-the-critical-race-for-rare-earth-metals-.html
October 14, 2025Oct 14 12 hours ago, Patong2021 said: One of the problems of relying on AI based information aggregators is that they do not necessarily access all relevant sources. Rare earth elements (REEs) consist of 17 elements, including the 15 lanthanides from the periodic table, along with the transition metals scandium and yttrium. Canada holds some of the largest known reserves and resources of rare earth metals globally, estimated at over 15.2 million tonnes of rare earth oxide in 2023. With reserves of lithium, graphite, nickel, cobalt, copper, and rare earth elements, Canada has the potential to emerge as a significant global player for these increasingly sought-after natural substances. The Canadian government has identified 31 critical minerals and metals essential for developing "future" economies domestically and internationally, 21 of which are already produced in Canada and with significant opportunities for further resource development. https://www.canadaaction.ca/critical-minerals-metals-found-in-canada The EU has initiated an investment and scale up effort in Canada. It is expected that the new investments in mining and processing will be "online" in 5-10 years. https://natural-resources.canada.ca/sites/admin/files/images/2025-03/REE Facts - Figure 2 - EN.png https://www.cnbc.com/2023/03/14/canada-is-aiming-to-beat-china-in-the-critical-race-for-rare-earth-metals-.html Actually your characterization of Trump's signing of that memorandum as having something to do with rare earth minerals is false. Rare earth minerals aren't even mentioned in that article. Rare earth resources were only discovered years later.
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