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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (78296)10/20/2025 8:43:52 PM
From: S. maltophilia  Read Replies (1) of 78426
 
Not sure I understand the rare earth hype today. If the Australia deal pans out, we'll have at least a partial replacement for Chinese sources:

The Australian prime minister’s office has released a three-page
document it describes as the “framework” it agreed to with the United States on Monday about critical and rare earth minerals. The document lays out in broad terms the two nations’ shared interests in securing the supplies of such materials, investing in mining and processing and other forms of cooperation, including in mapping mineral resources and protecting their markets from unfair trade practices.

According to the document, the framework sets out “a policy and programmatic action plan” but “does not constitute or create any legally binding or enforceable obligations, express or implied.”

Image



Credit...Melanie Burton/Reuters

nytimes.com
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