In fact, what were we thinking about starting a business war without this rare earth elements, all buttons are ready to go up and go? When we did not invest money to find out rare earth material refinement and production in this country, how did we reach this competition till now? A group of 17 minerals known as rare Earth is used to use smartphones, tablets, speakers, touch screen, wind turbines, solar panels, robotics, advanced manufacturing, semiconductors, laser, electric vehicles and, yes, F -35 fighter jet, which uses a large amount of rare earth mineral. Given all this, should anyone not be checked to see if we have a solution and we are hoarding these ways that the way we do oil in the strategic petroleum reserve? Why do we have a bitcoin reserve and a rare earth reserve? Does anyone know how we can let things go without thinking that China – which controls most of the rare earth global production and almost all if its refinement – just will not stop us? In April, China implemented export control to rare earth and a subgroup of magnets, and automotive supply chains have begun to feel cutting. A report on Friday stated that the suppliers received the required export approval from China to the big three vehicle manufacturers. President Donald Trump also claimed on Friday that, in his phone conversation with Chinese President Xi Jinping, Xi agreed to let the rare earth go to America in any case, being very little refusing China’s profit before the business talks in London. Trump spends a large amount of spends to any CEO, which refuses to move its manufacturing in the US, but do we really care about bringing back construction for softball or hosiery when we don’t have enough workers anyway? Shouldn’t our highest priority produce things like rare earth, which are the necessary inputs in the products that we are pushing to make here, such as smartphones? On that note, how is it possible that the US government allowed Mountain to pass the rare earth mine in California, which collects such disturbed history, which begins in 2002 with production suspension? The MP content is now the owner and is reviving it, a part of his plan to become a fully integrated manufacturer of the rare earth permanent magnets in the US, however, the previous company, which was owned by the mine with the goal of re -surviving, filed for bankruptcy. The MP content became public through a reverse merger with a special purpose acquisition company, or SPAC in November 2020. It was all anger then, and many of them were many of the speech deals. Now here we are in a terrible geopolitical moment, and a former spac – a good one is good, at least – the control of the mountain pass. The Defense Department has given some awards to MP content in recent years, but it is appropriate to ask if the support to date is sufficient, given how important its long -term success is for the nation. Getting all production and refining speed is an expensive attempt. Oh, and who thought it was a great idea to rely on China for F-35 rare earth minerals? Certainly, MP content is acting as Yemen and is no longer focusing on the rare earth for purification-something that stopped doing in mid-April because the US-China trade tension heats up and tariff rates reached triple-declared percentage. But the fact is that the MP material produces about 15% of the globally consumed earth content. So, Chinese, for all intentions and purposes, are actually owners of these materials lock, stock and barrels. And it puts us on a barrel. Now, I am sure someone in this administration knows something about this strangulation that China is on us and perhaps realized that it was foolish to rely on a former SPAC to spend all the money required to be vertically integrated on time to reduce our dependence. But here we are on the eve of the second round of interaction with Chinese, and we have become Mendicants because of doing something that is clear for anyone who hears a couple of any MP material conference call: We do not have cards. Perhaps someone really took claims of Ukraine rare earth material seriously? Maybe we have another source that is deeply buried somewhere in Rockies? Or did we not really know that China had owned us on this issue and would not have a compilation about closing access to their minerals – or their refinement ability – when we are waging a cold war against them? Can you imagine whether we were dependent on Russian oil if we were still in the Cold War with the Soviet Union? Do you think Richard Nixon will not have to score ahead of time? I find the whole thing shameful. It is quite bad that we are challenging a command economy to bear without our toys order and equipment. We are really going to beg to reach a country, whose word is nothing many times because Xi took over as President of China in 2013? If you were a neutral arbiter and came to these two countries, then which one will you choose to win the war? If you were an independent agent and did not care about human rights, for whom will you play? More important, why are we not spending $ 100 billion to create an exploration and refinery platform, where we used to produce them? We were huge at one time and rely on domestic production in the late 1990s. Why did we not understand that the Chinese will have to laugh at us because a small -going company is in charge of our small mineral repository, while their entire government is in charge of them? I do not think the export of natural gas exports in China, it is as important as it is, it is enough to offset China’s leverage on rare earth. The recent decision of American companies to control companies from shipping athen to China is not going to unbalance the dominance of the rare earth. Can we really be that Bush League? Now all this is with us-the club’s name to trading a low-power version of the artificial intelligence processor of NVIDIA-to trade the earth minerals, a deal that can only work when we start a rare Earth Manhattan project to reveal our ridiculous dependence. A dual track can operate Nvidia deal and a molibdenum manhattan project. My hope, of course, is that whatever I have written above has been thought about, and that there have been many secret meetings – perhaps with Elon Musk, whose Tesla depends on the magnets which have rare earth, and Mexican President Claudia Shinbam – to discuss the development of a North American rare Earth because the Mexico has given them memorabilia. I hope that we are just playing for a time until we need China. But, somehow, I don’t think our team really thought about it. Therefore, I am going to these dialogues with low expectations because I have to believe that, without the rare earth material we need from China, we cannot actually make a deal because we will not interact on the rights of NVidia’s chips. Perhaps we will go without parts for F -35, then provide China access to AI computing that they want. Let’s see how it goes. The President is adamant that every company should make everything here, even we do not have almost as much worker as we need to do so. He wants to punish China for whatever he has done to China and what to do for each American company to do for the last 30 years, opening plants in China, and for the last five years, which have to transfer plants to Vietnam. But these are short -term measures than being away from rare earth addiction, some strategically important. As investors, we want these talks to go well. As it is, everything seems like a sidesho for our China’s performance. And without the Supreme Court’s decision, saying that Trump had the right to implement these broad-based tariffs, if I had been the leader of any country, I just want to play a waiting-and-game, which the Trump will follow the Supreme Court. So, let’s hope that something will be completed between the two sides in London. But until I heard that Nvidia chief Jensen Huang has been asked to divert the company’s Paris GTC this week, I think there is nothing happening. This can be disappointing for those who are still playing the game “No More Tariff, Let’s Buy Stocks”. (Jim Cramer’s Charitable Trust is a long NVDA. See here for a complete list of shares.) As a customer of the CNBC Investing Club with Jim Cramer, you will receive a business alert with Jim Craermer, before the gym does a business. The Jim waits 45 minutes after buying or sending a trade alert before buying or selling a stock in its charitable trust portfolio. If the gym has talked about a stock on CNBC TV, he waits 72 hours after issuing a business warning before executing the business. The information of the above investment club is subject to our terms and conditions and privacy policy, along with our replication. Based on the receipt of any information provided in relation to the investment club, no obligation or duties exist, or are created. No specific results or benefits are guaranteed.
Jim Cramer says rare earth minerals are key to U.S.-China trade talks
BY Anuragbagde69@gmail.com
- June 9, 2025
- 0 Comments
- 7 Views
- Read in 8 Minutes
