havingfunDH
Oct 2, 6:09 PM
$MP $USAR In a way, the bond market is putting significant pressure on these stocks. However, there is also a positive aspect: there is still no meaningful U.S.–China agreement on rare earths, while the U.S. is clearly shifting toward increasing domestic production and securing its own rare-earth supply chain. This could be a significant long-term tailwind for companies like MP and USAR. Any agreement with Iran and the reopening of the Strait of Hormuz would likely provide significant support to the bond market and by default rare earth company.
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