REE

expatcoder

> UUUU is interesting but they're still more of a rare earth play than pure uranium imo ehhh, Energy Fuels is a long time uranium company that started exploring REE five years ago (i.e. relatively recently); definitely a uranium play, but scaling up REE operations this year, so they'll be playing both sides, thus the compelling investment opportunity.

poorat8686

I was wondering why the REE/national interest stocks jumped Friday lmao spy is cooked Monday.

TuneSenior6072

60-70% chance of a 0.5-2% ++ increase in gold. 30% of 2%++ chance in gold on Mondays open. Question remains if it will continue higher on uncertainty or if it is over quickly as Maduro has been captured so quickly. Obviously the China REE comes into this as well.

Odd_Contribution_681

Closed out some CM/REE positions that were bleeding out and used the proceeds to buy 156 shares of HIMS @ $32.30. Hoping to close that out around $58 in \~2 months.

VP_of_Lasers

PWMXF (Powermax Minerals) Cheap junior miner. China will be restricting more and more of their REE exports. Any miner that gets a whiff of a good vein will see money flocking to them in the near future. Could be a multibagger.

x7_omega

The only hole in this is your bias. Yes, there is inelastic supply, but the demand is elastic, and price now is defined by financial speculation, not physical deficit - which is why you wrote all that. Speculation in silver swings down faster than you can make a screenshot - look at 2011 peak (I watched it in real time, it was an amazing show). Once the price resets, which is also a quick process (several months), the cycle will repeat from a higher bottom. On the physical side, here is more to your list. 1. There is absolutely no reason for "silver market" to exist. None. A miner sells metal to a bank at paper-defined spot, then Samsung buys from a bank at paper-defined "spot". Samsung and the like can just buy silver mines' output as a 100% stream for a decade into the future - same as done with uranium contracts. Uranium buyers don't care for uranium spot price, they have long-term contracts with their own price. Assuming $100 silver, and a big 200Moz mine (rare), that is $20b - a daily noise in market cap of a $1T cap company. That is for the whole mine at a future price, not a year of its output, while streams are always discounted, so more like $10b. As companies do that with uranium, they can do that with silver, gold or anything supply they need secured. Certainly there are big regrets somewhere in board rooms now about not securing REE supplies, but "just in time" mindset dies only with the rotten brain it is attached to. 2. There are other metals with such an asymmetric risk and inelastic supply. Same logic applies there: they can be just bought out will all their metal, for rounding error price on big tech's capital scale. The only reason it is not done yet is habit: "why do that?" thinks a CEO that knows nothing about supply chain in his corporation, and vehemently believes that all his needs will magically be served when he makes an order. Nope, they will not, not in the fractured world of weaponised trade, economic warfare and systematically underinvested mining. Look at what Sprott did with uranium. He may go for silver too, and smaller metals, with the same model. He privatised uranium spot market. There is a good business case for privatisation of spot price of other small metals - not the Hunt bros method, but buying out whole mines or their supply and taking metal off the market completely. Can't "regulate" that. Later, when metal users (not banks) need metal, they can make a deal.

ElevatedStockWatch

I'm placing bets on REE - super bullish over the next 20 years (or until I retire haha!). I took a position in $BLBX sub $6. There's too much momentum behind homeland materials to turn a blind eye. Biggest position right now is in North American graphite. $FMS $FCSMF at $0.09 to be precise 🚀.

Peliviestiposti

Have You heard about EQ Resources? Imo top play on REE area at the moment. Play has already started but it is still early.

gravitypimp92

China's export controls put ACM in an optimal position to supply NA with a domestic supply of REE.

ChairmanMeow1986

The phrase 'put's / call's are no different,' completely ignores *what* you are trading and what effects it. Yes, everything goes up and down, so in that sense you're right. All markets are different thought and move differently. An index's long term trend is up for instance and equities can be effected by a multitude of things like rate cuts and international market participation, for instance currency markets. The metals market? Many sources of gold/silver mining and stock piling from a variety of companies. Other metals though? Take something like platinum (mine's operate at thin margins most of the time), since it trades as if it were abundant. It behaves as if it were scarce. Some metals don't care about chart or sentiment they care about one thing. Whether industry can get enough of it. When the answer is “no,” the price doesn’t negotiate. It explodes, collapses, and explodes again. REE's same, it's about need, stockpiles (and who controls them) and spot price. When industry needs it, they don’t ask what spot is doing. They ask if it’s available. If it isn’t, the price doesn’t drift upward—it gaps (some of this is a bit stolen, but I liked the ideas). It's fallacy to not consider the market and market conditions your trading in. Full stop. Day Traders can get away with it most of the time, but I still think you're just strategically accepting risk instead of incorporating and understanding it.

WocketWaccoon

Tom “fat cuck” REE

SeaEconomist5743

Not mentioned here, LMT and KZ announced a deal with the US for antimony and/or germanium earlier this year, and LMT still has claims to the CCZ for polymetallic nodules - business TMC is in. And the nodules contains copper, cobalt, nickel, manganese, some of which are crucial for defense such as LMT. So love to see the expansion of LMT and KZ, as LMT would benefit from minerals in nodules but also likely requires a partner to mine their areas of the CCZ - hello TMC. I’m long TMC, decent size position - my take on this announcement is the smelter is not specific to polymetallic nodules which need a different processing method (hydrometallurgic) - it’s instead other forms of copper+ gold, antimony and germanium. However, given KZ/TMC relationship, TMC’s clear progress with the USA this year, the White House EO in April along with other US legislative developments for deep sea mining, my opinion is we’ll see TMC receive permit approval, and processing partnerships with USA and Japan and/or Korea will be announced as well. Bottom line, the minerals found in polymetallic nodules: copper, nickel, cobalt, manganese, and the areas of claims TMC currently has (and the potential for LMT and TMC to partner to mine LMT’s areas as well) is in many ways needed in order to for the USA to successfully pursue objectives involving AI/tech, trade, leapfrogging China who has monopolized minerals/REE, defense/national security, US job creation, steel manufacturing, etc etc. Minerals are the new oil, and IMO if this particular KZ deal isn’t for nodules, we’ll see more deals over the course of 2026, hopefully a matter of months. TMC gave a production start timeline of Q4 2027, so expect 2026 to be a year of headlines, for better or for worse.

expatcoder

Provided that western governments actually walk their talk and start to fund their local minerals industries with significant cash as promised, then we can expect a big turnaround, particularly with hybrid companies like Energy Fuels that are playing both the Uranium and REE angles. Without that, however, everything is basically dead in the water since China heavily subsidizes their minerals sector, simply no way to compete with China without massive financial backing, and the private sector is unlikely to take on that risk without western governments stepping up to the plate. As it stands it's existing shareholders that are taking it on the chin (read: dilution) while companies attempt to bridge the gap between now and some future time when public/private funding pieplines open. Not all doom and gloom, however. Energy Fuels' recent capital raise (upwards of $1 billion USD) only dilutes shareholders when the share price hits $30! Incredibly favorable terms, and speaks highly of institutional investors' belief in the company moving forward; that, or they really got in wrong on UUUU :) Let's see where things are at in Q1 2026 when the Big Beautiful Bill kicks in and post-government shutdown backlog starts to clear up. If the overall market doesn't completely tank in the interim I'm feeling optimistic about the minerals sector moving forward. Hang in there and good luck fellow investor :)

diego27865

I’m assuming you sold your REE positions then? You do realize most of those were meant to be held for at least a year, right?

Throwmeaway50472

Happened to me with $NNE, sold my long held options for months when it hit $46, made a hefty profit, was going to try and swing trade it for the first time, it sold off like i thought, but next week it only came down for a few days, following week it hit into the $60s. My thesis of when everything would peak was so dead on accurate and even exceeded expectations, i just failed to capitalize on my euphoric bull case scenario I got lucky and rolled profits into some REE stocks with that money, few weeks later those topped out, i was determined not to let the same thing happened then that week everything Rare earths broke down. Port was at 120% on the year, i round tripped the profits and i’m at like 45% on the year. Learned my lesson in both selling too early and round tripping easy portfolio doubling profits.

Holiday-Hippo-6748

> We haven’t even scratched the surface when it comes to space and Space X for now is leading the charge. If they become the first company to mine the rare earth elements from an asteroid the $1.5 Trillion is nothing compared to what they will be valued. ROFL. They’re already like 5-10 years behind on their biggest goal of landing on Mars. They haven’t even begun to develop the tech for asteroid mining. If they had, Elon would have gone on stage and announced that they’re 1-2 years away from transforming the REE industry. ESPECIALLY if they have plans to go public, they’d 100% milk that for all it’s worth.

shitlord_god

It isn't unreasonable if they deprecate for relative cost of power to compute. So if they can get LOTS of cheap power they can pull it off but I think that is yet to be seen many places. We need federal investment in massive grid upgrades for both this and to reduce our need for foreign REE. Like Citizens Conservation Corps/Works Projects Administration scale operations. We need to be building a hoover dam worth of infrastructure every month to get where we need to be for AI To be as much of our economy as it is.

Successful_Note_7699

Believe it or not, I have never ever posted on Reddit before. For some reason I get your feed. You are right about REE in 2026. *DTREF. Dateline Resources. Down the street from Mountain Pass-MP. The only thing is mountain pass doesn’t have any Gold. DTREF has a lot. Current administration has multiple times already called their Colosseum Project the 2nd REE mine in the United States. Their government/private deal is upcoming. Seriously. Company stated they will announce “when permitted to do so“. Gold, Ree, and the only Strotinum mine in the United States. $.18 on OTC/ASX. Up from $.01, down from $.44. Perfect Load. Thank me later. *Again, this is my first and probably only post ever on Reddit. I just saw the above mention from that dude. Just never really use Reddit. This will be one of the leading mining stocks in 2026, for multiple reasons.

ThanksS0muchY0

It was a lot higher before the REE mining dump off. I had been doing like weekly scalps on those stocks since Feb and thought I was a genius. Now I've been scalping SPY 0dtes all day while in class. But still pull genius moves on shit like earnings, and I'm finally starting to see the trend 😂 Bills are paid, and built a new barn though!

Pleasant_Interaction

Look into MP, UUUU, MTRN, UURAF, and LYSDY if you’re interested in the most established REE (rare earth element) production companies with the strongest moats. As for CM (critical mineral) producers in general, there’s a lot to list, but some gems that come to mind are TUNGF, UAMY, USAR, TII, and USAS.

CalmTrials

I'm focusing on UCORE and affiliates, primarily because of the economic focuses. Next term I would imagine a heavy policy shift regarding REE will cause a crash out like it did in 2021 depending on which way gvmt goes. I'm not looking at the usual running tickers, I am going through these companies individual reputations, how they are financed and low debt on capital. I know it's not the traditional way but the future -is- in uranium be it 5 or 20 years.

wrongrobertpatrick

To that dude that said buy REE bc of HR 4090 — THANK YOU!

WocketWaccoon

Tom “fat cuck” REE

Peliviestiposti

EQ Resources EQR:ASX rocket has started! Get on board with cheaper tickets while You still can. Australian tungsten company is only capable tungsten supplier on west when China has closed its market. Tungsten prices has been climbing and it will keep climbing. EQR will be 10-bagger next year from now, meyby even more depending about trade war. This is the best REE play at the moment. Ive been trying to scream about but no one sees anything. Check comparison between Almonty Imdustries and EQ Resources, their value and their production rates. You will find liiiitle contradictory.

illinformed-will

Betting on IFS is betting that tsmc monopoly will end soon. 1. Capacity don't meet demand, hence tmsc try to build foundry in US (but also related to 2.) and Samsung securing deals lately. 2. AI race war is heating up between US and China. Tsmc risk of being impacted by the CCP 'one china policy' + sea war plateform expansion of china (in case of open conflict, to have lot of options for projecting forces and be able to secure a blocus of NATO allies in the region) drove USA to seek capacity to continue functioning if SHTF (chips act, CM & REE policy', 'encouraging' hyperscalers and chips designers to consider Intel for business, forcing tmsc to commit to build foundry on US soil - as i understand the Arizona foundries will not be enough still) 3. Those same companies see the same risks if they're only dependent of tmsc + tmsc hiking their prices gives them incentive to search other producers. Samsung doesn't solve the 2 points above. So IFS don't have to compete 'head-to-head' with tmsc, just be able to produce chips that meet their clients criteria. And intc is saying they are getting there soon. My reasoning but i like you're open to discuss 👍 btw why is govt would take a stake in intc otherwise ?

PomeloHour257

Should I feel bad about buying 10k of REE stocks at ATH and losing 5k of it?

Kashabowiekid

🥭 will tweet something about not selling H20 chips unless China give us REE’s or something. Send NVDA down to 176 again

Synergiex

They got seperated from LAC few years ago. They are actually ahead of LAC in terms of operations Trump also have good relations with Argentina so I believe they can get a tailwind through governments or previous LAC relationship. I thought they will be benefited greatly and be the next beneficiary of REE craziness going on and price action has been proving me right so far This is one of the few stocks that actually went back up all the way to initial pump that multiplied all REE companies I got some may calls with more than 60% gains so far and I plan to continue holding for a little while at least until next sector wide pump

ErictheAgnostic

TOM REE is coming out with a smacking JAWBS report tomorrow toooooo!

Rippedyanu1

Energy and crit minerals, or uranium, REE and other minerals needed for defense build out. The war machine is only getting hungrier across the world, not just the US. We haven't seen a re-arming push in Europe like this in basically forever. Venezuela looks increasingly like it'll be Vietnam 2, southern boogaloo and then there's the whole China-Taiwan, Ukraine-Russia, India-pakistan conflicts/wars. Hell South Korea are building nuclear subs now. The war machine will be fed. And it needs materiel and power. LOTS of materiel and power.

Rippedyanu1

It really is. Like I have been sick to my stomach over and over the last few weeks. It fucking sucks. I watched a 30k win turn to breakeven (going to be red at opening I'm pretty sure) but I ain't selling. I'll keep selling weekly otm CCs above my cost basis to get some extra cash. Long term I know they're going to be one of the biggest winners in the US mining industry and the global REE mining industry.

diego27865

Dang all you bros getting what’s coming after pillaging my REE market. What goes around comes around.

JustHuckleberry2u

Arrnf. This China “deal” isn’t substantially different that before Trump took office except 1 year deals on antimony for non mil use. The Halcreek mine will be the biggest and most important REE mine in North America in short order with an absolutely massive shelf life.

who-wait-what

I haven't heard not selling options with expiration's longer than 60 days. I will have to research that some more. Up to this point most of my trades have been short term. Using the calculator at [optionsprofitcalculator.com](http://optionsprofitcalculator.com) from the links page I am getting a probability of profit:75.5%. I assume that does not mean max profit but could mean $1 profit. I agree, I may be underestimating the risk. As far as the math maybe I don't understand selling puts? I was going to sell 5 $10 Jan 15 2027 Puts at $2.5. That should give me $1250 in premium correct? Can't I then sell another $10 Jan 15 2027 Put at $2.5 using $1k from the $1250 premium? Wouldn't that bring in another $250 in premium? That would leave me $6k reserved in the event I have to purchase the stock and $500 cash left over from the premiums. I should mention I don't mind owning more shares at this point. I have been trading this stock since Fukushima. I just sold a bunch of shares in the low $20's that I had a cost basis of less than $3. My belief is that their U and now the addition of REE processing is going to pay off in a big way. This is in my IRA so I can't really pull the money out unless I want to pay taxes and penalties so that doesn't concern me. Opportunity cost is something I hadn't considered, any advice on how to calculate that? Maybe use the S&P return? Thank you for your reply. This has given me a lot to think about. I am definitely learning a lot!

PanzerBiscuit

And? Does any of this change the fact that their board is made up exclusively of finance bro's and hoe's with no technical or operational expertise? Show me the geologist? Show me the mining engineer on the board? Their ASX announcements are seriously lacking in any substance, in terms of their TREO basket breakdown, or on the details around their antimony ingot. Needs more metallurgy and comprehensive assay data. Also, on the topic of their REE project. It abuts Mountain Pass. Now...I don't know if you know much about Carbonatites, or Exploration in general. But If I was MP Materials. I would have done a preliminary look around my flagship project, looking for any additional targets. Seems suss that LKY has managed to peg ground around Mountain Pass. I'm not saying that the big boy don't make mistakes. They do. And American companies aren't that great at exploration. But. I can almost guarantee that MP has had a squizz at these and gone "nah, not for us". Also, Carbonatites are zoned to buggery. Mt Weld is a classic example. 80% of that carbonatite is barren AF and has no economic concentrations of REE's.

PalpitationFrosty242

HREE/REE companies finally came down to a (somewhat) reasonable level

ralphy1010

I've got a bag of REE I keep in my sock drawer.

Orange_Codex

Stocks with real 50x potential: Sellas Life Sciences - GPS is the closest thing on the market to a generalised survivability solution for common cancers (est. 5 years). Hydrogen Utopia International - advanced plans to supply Middle Eastern petrochemical and construction sectors with green hydrogen and methane (est. 10 years). Pulsar Helium (LSE:PLSR) - discovered a potentially world-changing reserve of helium-3 (est. 10 years). Avalon Advanced Materials (TSE:AVL) - sitting one of the world's largest undeveloped REE reserves, with high concentrations of iridium and samarium (est. 10-15 years). Electro Optic Systems (ASX:EOS) - veterans of directed energy and astrophysics perfectly set up to dominate space warfare and domain control (est. 10-15 years).

expatcoder

Key point is that April REE restrictions are still in place (contrary to what the white house claimed last weekend in their "fact sheet"), this just rolls back the threatened, but not implemented, enhanced restrictions from October, and adds civilian use for the unbanned materials mentioned above. Military use in all cases still banned.

SadWimp

I can bet China will not back up from REE controls. REE stocks went up signifactly on Friday, so it’s not true what you say. I think it’s actually opposite 🤷🏻‍♂️

GazelleCautious6019

The market, ignorantly, still thinks all export controls on REE have been removed by the Chinese. Hence why REE stocks are back to August and July prices.

Fancysho3s698

me too man, me too. REE and AI infrastructure felt unbeatable. then october happened. i dont even know if i should hold at this point, or just call it quits and use the remaining in my account on prediction markets LOL

00Anonymous

MP should recover nicely over the next 5 or so years. Valuations just ran waaaay ahead of actual market growth. For example, a couple years ago I valued MP at about 60-75 by 2028 due to expected REE market growth. So when the stock hit that price range ahead of time, it became clear sentiment had out run fundamentals.  I'd still be willing to hold because the DoD and apple deals should greatly improve profitability and the REE magnet market should still grow quite broadly. 

cultoftheclave

did not nut DNN got lumped in with REE rugpull crew, instead of with SMR vaporware supply chain gang. puts for next six months

Orange_Codex

I hold Chinese REE miners on eToro.

Mundane_Platform_820

Need these qqq puts to print to save my dumbass from REE losses

Logical_Team6810

Idk what people were expecting. China holds the leverage. REE are too important. Alternatives can't be sourced at scale anytime soon.

Keikage

There's gonna be a big gap down at the open... I can feel it in my loins. Especially in the REE and data center/ai sectors. I knew I shoulda bought way OTM puts...

Orange_Codex

Low liquidity. Basically no-one's buying what you're selling (or vice versa). My orders of British REE explorers take hours to go through, and I had several thousand pounds trapped in eXoZymes for *days*. But there is an upside: low liquidity stocks are also more prone to extreme price movements. Got to take the rough with the smooth.

LuciusPius

No, not diluted. The dilutions happened during two share offerings over the last 5 years (when the price went as low as 0.11). This isn't a quick swing trade. It recently pumped to 1.80 with news about REE disruption but I haven't sold. If the DD is correct, the real value comes when the demonstration plant goes online in 2026.

desperato61

This, Trump is way out of his league with China because he doesn’t have leverage over them. Trumps “deal making “ is nothing more than bullying. We need REE and for them to buy soybeans more than anything they need from us.

Sequence_Low-High

Exactly. Framework around the world with regard to REE’s prior to this meeting has been in the works all year. Especially this past couple weeks with visits all over the world. US processors or soon to be’s of which the government is already partnered with to some capacity are building like crazy to accommodate feedstocks from North America, Australia, Brazil, Greenland…the list goes on. As far as rare earths, this is a stop gap to keep supply alive while that infrastructure is built to handle the volume. Ucore will be huge the next couple yrs. UUUU will be as well, beyond MP. More if you follow. There will be some big partnership/agreements/investments/ownership stake talks coming out that haven’t, as of yet. Soon. He had to get this outline started first. If you follow CM’s a lot, that part makes complete sense, but there’s a lot to it

trade_thriving

idk man, I've heard this "rare earths settled" line before and it never really sticks 🤔 I'm long on some rare earth miners like MP and REE but honestly these tariff announcements always make me nervous. Like yeah 47% sounds better then whatever insane number we had before, but I've been burned by trade war volatility too many times My gut says this is just posturing for now. I mean when has any trade deal actually stayed "settled" for more then 6 months? Anyone else thinking this might pump rare earth stocks short term but then fade when reality hits? I'm tempted to take some profits if my positions spike tomorrow 📈

4eightyfour

It’s the only American company that doe uranium milling. Yes REE to some degree, but it is stupidly well positioned for nuclear in the US.

cbusoh66

Rare earths are way overblown, it was a big pump and dump operation and it's over now. Ask any pumper how big is the opportunity for whatever company/stock they're pushing? No one can answer it, because they don't know or have no clue what they got into, the whole REE market is estimated to be between $4 billion and $12 billion.

frappe-addicted

... only for a little while. I mean, the Australia deal was a dick punch to MP, but it's still the case that the US needs its own REE mining and refining, right? Something about less reliance on global trade.... something something american manufacturing...

winston511

Are REE’s gonna rip tomorrow or will I get my ass chapped yet again

desperato61

Ai is going to be the cause of the true next world war. Whether it’s REE, or chip providers, it’s going to be the reason

pandershrek

$REE

No-Estimate-1510

If you work in the rare earth value chain you will realize the chances of US / western funded alternatives to Chinese REE supply chain succeeding is close to 0. The executives at many of these meme companies are there purely to scam government subsidies (like Northvolt in the EU). The stocks may be good pump and dump plays over the next few years as US China relationship remains volatile, but unless there is WW3 and US and China are on opposite sides, the long term value of these REE scams in the west should all be 0.

entinthemountains

This thread is about ASST, not REE

Pale-Lengthiness-770

Not sure why you think that. Rumours of an export ban (I’m assuming you mean a ban on Chinese Rare Earth Exports to the US) would bring these stocks up. MP (a miner), UUUU (a refiner and a miner), CRML (a miner) and UURAF (refiner) would all benefit from US/ western institutions being barred from consuming Chinese REE. It would also mean the US and the west would have to fast track/ financially prop up these 1st phase companies. This is what I mean by these stocks were priced in for perfection. Trumps tweet on the 10th caused these stocks to go crazy mode (looked like a deal wouldn’t happen) and then his tweet a few days later (saying the Chinese had a ‘bad moment’, and subsequent news on a china trade deal) caused these stocks to tank whilst the SP500 rallied (because China is the second largest economy and we want to be friends with them).  My view on the SP500 is that it’s driven by corporate earnings at a high level. The SP500 is not the economy. Corporate earnings are going up, will continue to go up at AI reduces COGS. I think we are at the start of a super cycle but that’s beside the point.  I have no idea what’s going on with ZIJIMY, I have never heard of it nor to I bother to look at Chinese companies. China in the long term will be punished for playing unfairly to the system everyone (the west) plays fair at (artificially pegging currency, stealing patents/ intellectual property, labour exploitation etc). LT view rare earths (particularly refiners like UURAF and UUUU) are the play because they are the backbone of the future. These stocks were extremely overbought and priced for perfect hence them falling. I will be buying more at a discount. The west cannot and will not rely on China (who has the upper hand) for much longer. You will be rewarded for riding out this volatility in the ST.  Sorry for the rant! Hope it helps 

Delamoor

Because for a lot of the fomo bagholders, it's absolutely never gonna reach the price they bought it at, so they have to do damage control. I'm glad I never touched it, but this is still decent advice that, as a newbie, I never considered much. I'm still sitting on a couple of horrible choices made during the REE bubble, trying to avoid locking in the loss.

ethereal3xp

Outline of the deal between the US and China regarding REE.

Miserable_Ad_728

I think people just sold including myself. Tariffs are off the table which means no restrictions for REE in the short term. This will pullback heavily unless the meeting goes south.

SunnyNights429

I think some ppl think it’s going to be a repeat of the REE export controls levied against Japan in 2010. But that was just a preview of the current escalation. I don’t see how one can go back to thinking that china will gleefully allow unfettered access to their REEs when they know the extent of the damage inflicted by restricting them. China’s best play would be to pretend that they’re cooperating on REEs while turning the screws even tighter.

SunnyNights429

Think about whether the dynamics that propelled these stocks have really changed or not. Will china remove the military use restrictions? Will china continue to maximally leverage their REE/critical mineral monopoly as they deem necessary? Did any of the underlying issues really change w/this ambiguous trade ‘deal’?

SunnyNights429

DoD awarded $UAMY a no-bid, indefinite $250 million contract. Plus, china restricted antimony (along with germanium and gallium) exports before they imposed REE controls. Doubt china is going to undo the Sb export controls in the foreseeable future.

SunnyNights429

lol ppl are actually falling for the china ‘deal’ scam. This is the umpteenth time that there’s been a china deal. Each time the REE controls become more stringent.

daedalus_dance

Naw. If anything the fact china is using its REE dominance in trade talks is proof of their value thesis. Lots of them are duds, sure :P

Honest-Handle-7282

China is very unlikely to keep the REEs from being exported with the current market reaction. most likely, they are using it for leverage in the upcoming meeting this week. meaning if they come to an agreement the REE stock will crash hard af

cootienxanh

Im down 50% on REE too. Planning to sell tmr for tax benefit and re-buy a month later. Don't think it will jump crazy in the next few weeks

wrongrobertpatrick

LAC — rip REE deals after China negotiations SMR/NNE - pre rev / over valued CCCX - 2 employees EOSE — too hot / -PE NBIS — hope you paid below 100

ahmetahaydemir

Yep, certainly. I think it will be even higher drop right at the pre market open. Around 10-15. Here is why I am sarcastic, I love you btw no hate : - You can literally pick anything else, tech that will benefit from china trade, crypto miners with btc pump, earnings plays like sofi. But you are talking about something that might recover as soon as the effect of the news fade off in the most obvious green day in weeks. - if you are shorting, why short UUUU, MP or USAR. They literally are the most important and stable ones with government deals and big contracts. Go short some REE or mineral company that only does not include processing, only mining. Since the news mainly reduce the rush for mining independency. MP never went below 60 since July with their Apple contract before this debacle was even started. Right now it is at 71, there is not even a very big bubble to pop. So basically because of these two 🙌

TRUJEEP

A little nervous about where MP stock will go if Trump makes an REE deal with China.

x7_omega

Headline pоrn with ugly details in the text: \> Chinese official said the two sides reached a **preliminary consensus** on topics including export controls, fentanyl and shipping levies. \> US Treasury Secretary Scott Bessent, speaking later in an interview with CBS News, said Trump’s threat of 100% tariffs on Chinese goods “is effectively off the table” and he expected the Asian nation to make **“substantial” soybean purchases** as well as offer a deferral on sweeping rare earth controls. The US wouldn’t change its export controls directed at China, he added. \> “So I would expect that the threat of the 100% has gone away, as has the threat of the immediate imposition of the Chinese initiating a worldwide export control regime,” Bessent said. He separately told ABC News he **believed** China would **delay its rare-earth restrictions “for a year** while they reexamine it.” So, preliminary consensus: China gives buys some beans, and keeps the REE restrictions looming - in exchange for what? 100% tariffs that would be payable at US border by consignee? Ha-ha. The article missed on the interesting part: what USA gives China in exchange for that. I guess we will have to wait for the Chinese version to elaborate on that.

JustHuckleberry2u

ARRNF for long term hold for REE play.

sunday_sassassin

Only heavy rare earth elements are in tight supply, most of them aren't, and governments globally are investing heavily into increasing REE supply independent of Chinese processing for strategic/geopolitical reasons rather than expectation of profits. Any commodity that sees a dramatic increase in supply without a matching increase in demand has its price crash, margins vanish, and once-exciting projects sputter and die (or wait until the next cycle). It's a risky bet for an investor after more than a year of hype and drama about rare earths.

PalpitationFrosty242

👀 looking at REE/mining companies

babayaga_1905

The REE is not only coming from China

tonufan

Yep. I was up 5-10% on my REE and was planning to sell the next day, but they crashed and I held on a little longer hoping I could get out a little less bruised. I was -30% across my positions. I had bad timing.

Rippedyanu1

Analyses have already been done on the viability for UUUU to produce NdPr, Dy and Tb that they mine and ship form Madagascar plus processing and found it to be competitive with China. It's not as cheap as China but it is competitive and able to turn a profit. Per UUUUs CEO Mark Chalmers remarks they are getting offers to buy their NdPr at a premium compared to Chinese NdPr. The same would almost certainly hold true for their Heavy REE in the future. Price flooring is essentially guaranteed at this point in the West however. What the floor is remains to be seen. The market is beginning to understand that bifurcation of minerals in general is happening and it's not going away for a long LONG time. The golden era of deeply intertwined economies is over and will eventually become two separate economies that barely interact with the other. How the fallout from that looks is anyone's guess.

x7_omega

I tasked Grok to dig through Chinese official and unofficial responses, reactions and announcements after Trump's latest performance. Not much officially, not even a formal acknowledgement. Short version: confidence in their strong position in any negotiations (if that term even applies with Trump) and choice of stong diplomats ("wolf warriors"), willingness to take short-term economic losses for defense of sovereignty, some throw-away things (such as soy contracts) to play with, absolutely nothing on strategic matters (nuclear weapons control, Taiwan, etc). Chinese state media coverage is "measured but firm, **emphasizing principled stance** on issues like rare earth exports and trade imbalances". Interesting details on the reason why Bessent complained about the lead Chinese diplomat, after which that guy was "removed". In the middle of the meeting with Bessent, that guy called home and ordered investigation opened into Nvidia (which now apparently lost Chinese market completely), and then added the REE restriction, the details of which Bessent did not tell Trump (but who knows really). That is why Trump was surprised and reacted with +100% tariffs, then immediately TACOed. So the Chinese apparently promoted that that "wolf warrior" diplomat, as his assignment and focus on USA talks are national priority, while WTO is not. Looks like Trump will get nothing out of Xi, perhaps some future-dated soy beans contract to present as an epic victory for US farmers. All that grand standing and cringy sweet talk ("I want good deal for China") was just branded bs to prop up the cracked market again. Chinese see that Trump consistently can't let markets have even a little red day without policy change, so they will likely use it against him, just as anyone would.

Rippedyanu1

They're already producing pure REE oxides (NdPr) at white mesa. They also have carbonate on hand to continue processing while more ore arrives to the mill but they are already doing solvent extraction as per their Q2 2025 release and have been for awhile now from what I recall. As for Dysprosium and Terbium oxide production it looks like they want to go commercial scale production by end of 2026 beginning of 2027.

neverpost4

Sound like this guy don't need no REE.

SidewaysFancyPrance

> So the West better set up the REE production pipeline This is a true statement regardless of what happens with China. The problem is that doing so takes large-scale investment and long-term planning without a short-term payoff, which require a competent government and a stable operating environment which we don't have.

schizobull

You’re in for a lotta pain. REE stocks have a better chance to run again if u bought at the top, than BYND

Xylus1985

At this point just tariff the Chinese REE to protect domestic industry. Would be an actual good use of tariff.

Living_Toe5741

I agree with you if China overplay the REE card, but the truth is, China will play it back and forth to take advantage of the cheap price they can offer which it is impossible for western countries to reach due to labour cost and other factors.  Once western manage to start to build up REE refine industries, China releases the restrictions, the rest world start to buy their REE again due to cheap prices, which crashes the new-born industries. And 3-5 years later, when tension escalate, China play the card again. In fact China had already done this in 2010s with restrictions to Japan.

Swift_42690

wtf is REE

neverpost4

The only thing that China wants at this point is full unrestricted access to the latest semiconductor manufacturing technologies (ASML, EDA tools). They will also want unrestricted access to the top line computer chips from Qualcomm and NVIDIA but that will be just temporary. For this, China may resume selling REE with no restrictions. Once the US gives up all these, the clock will be ticking. Chinese semiconductor production pipe line will catch up and may no longer need the Western tech anymore. At that point, they will reapply REE choack. So the West better set up the REE production pipeline if their own that can produce enough REE.

ACHINDAH

I believe you've got the sequence reversed. The U.S. action was a direct counter to China's initial move, which involved imposing global restrictions on rare earth element (REE) exports. To clarify: China initiated the restrictions first, prompting the U.S. to respond in kind.

WocketWaccoon

Tom “fat cuck” REE

corndog_messiah

Very different from a REE-session. A daily occurrence on this sub

Potential_Mobile4610

Seems like BYND is also sucking the air out of a lot of other trash like Quantum, REE, SMRs etc. Poison cures poison.

Routine_Excitement89

I am f*cked—and not in a good way—from the REE crash. Signed, B. Holder💰

Googgodno

Chinese extractable REE is about 44million tons.

Googgodno

https://globalaffairs.org/commentary-and-analysis/blogs/american-rare-earths-find-comes-short >The report requires close reading but it makes clear that the eventual extraction of REEs will be much smaller than the reported 2.34 billion tonnes. When REEs are discovered, the in-situ deposits are estimated based on grades of parts per million (ppm). In this case, the Halleck Creek site is estimated to have an average grade of 3195 ppm. With some relatively simple math, the report makes clear that total rare earth oxides contained in the deposit are estimated to be **7.5 million tonnes.** That is still a significant find, but certainly not enough to make the United States a leader in the REE market.

MyNameJeffLOOOL

Thanks, still believe in them long term (at least for Trumps term). But short-term volatility around US-China trade negotiations is too much for me to stomach when it's the entirety of my net worth 💀. Had a crazy run up then dropped 25% in 3 days last week for example. Gonna reevaluate in a month or 2 and then maybe get back in. Especially considering the $8.5 billion deal on REE's between US and AUS made yesterday (deals over the next 6 months). Still think the probability of UUUU getting a deal with DoE or DoW is high. I'd follow u/Steve_Zissouu2 either on here or his free substack and read through his posts, he's the king of critical minerals and was the reason I started looking into this sector.

Orange_Codex

They were overbought. People are realising that mines and infrastructure take more than a single administration to build, and require huge dilution to fund. Though NASDAQ and ASX REE stocks are by far the worst hit. My LSE and EU buys are 10% down since the rally, and Chinese just 3-5%.