Oct. 18 at 3:38 PM
China’s Oct 9 ban on exporting rare earths for military use might be more about internal CCP power plays ahead of the Oct 20–23 4th Plenum than a new trade war. Trump’s 100% tariffs start Nov 1 — right after the meeting. Smart timing. If this proves political, expect
$MP to stay volatile, while giants
$RIO $BHP $VALE $SCCO could pivot profitably into rare earths. The U.S. needs supply-chain partners beyond China — Australia, Brazil, India next? Commodity super-cycle vibes returning. #RareEarths #China #Metals #Tariffs #MP #RIO #BHP #VALE #SCCO
https://seekingalpha.com/article/4830966-us-china-rare-earth-feud-jolts-markets-oct-24-may-decide-the-trend