Jul. 7 at 11:36 AM
Morning Report | China magnet-material halt jolts rare earths, reignites supply-chain risk
$MP rare-earth shipment halt shock
$QQQ China model-access limits watch
$ITA Canada 12-submarine deal focus
$XAR.X NATO drone-probing allegations risk
$AMLP FERC liquids tariff index reset
https://open.substack.com/pub/pickalpha/p/morning-report-china-magnet-material?r=1m2m41&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true