Critical minerals and rare earths are essential to the energy and AI sectors—driving dealmaking, institutional investments, and US government partnerships. Read more from Goldman Sachs Global Banking & Markets:

"Powering the Next Generation of Global Innovation" Critical minerals company IMC Rare Earths debuts on NYSE American and talks what is next after this major milestone ⤵️

BREAKING: 🇺🇸🇨🇳 The White House confirms the number one issue that has been discussed in China are rare materials. They claim China will address US concerns regarding supply chain shortages related to rare earths and other critical minerals Other benefits that US is going to get are purchase of 200 American-made Boeing aircraft for Chinese airlines Interesting that the Trump administration asked China to buy their agricultural products and that is 17 billion per year of US agricultural products in 2026, 2027, and 2028 They also asked China to restore market access for US beef by renewing expired listings of more than 400 US beef facilities and adding new listings

Exclusive: China, which controls 80% of the global supply of rare earths, is exploring whether to limit exports to hurt US defence contractors that rely on the minerals to manufacture sophisticated weaponry

There we go, White House finally invests in more breath in critical minerals/materials. Amazing policy move, as a TLDR: - $WWR receives $25M (graphite) - $SRL (ASX) receives $400M (Scandium) - $FEAM receives $8M (Boron) - $HREE receives $4.8M (magnet rare earths) out of the public companies. With more private investments from $150 million into Niron Magnetics or $85 million into Standard Bauxite. It's literally spare change to the US gov, for ENORMOUS amount of downstream applications. More should be done with funding amounts to accelerate development and derisk supply chains (don't own any of the above, just support the policy move), but great announcement.

Today, @USTradeRep Greer and I spoke with Chinese Vice Premier He Lifeng ahead of @POTUS @realDonaldTrump and President Xi's meeting in September. In our discussion, I emphasized that we expect Beijing to fully meet its commitments on rare earths and U.S. agricultural products. We also discussed implementation of the Trade and Investment Boards as a mechanism to secure concrete progress toward a more balanced, fair, and constructive U.S.-China economic relationship.