US Rare Earth Investment
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Include news, analysis, and reports on U.S. rare earth mining, processing, policy, and investment opportunities. Exclude unrelated global rare earth topics without U.S. relevance.
Curator Prompt
U.S. rare earth mining, processing, policy and investment news
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cnbc.com
US Rare Earth Investment3h agoMP Materials CEO warns investors to approach suddenly hot rare earths industry with caution
Curator's Take
DoD-backed model shows real value; expect future deals to demand Dy/Tb assay disclosure and binding on‑shore processing.
newsbreak.com
US Rare Earth Investment2h agoBessent says new rare earth factory will cut costs, break China’s 'chokehold' on industry
Curator's Take
Promising headline, but where are the Dy/Tb assay data and on‑shore processing guarantees? Investors need transparency.
usnews.com
US Rare Earth Investment1d agoTrump Meets Central Asian Leaders to Boost Critical Mineral Ties
Curator's Take
Upstream boost in Central Asia, but no Dy/Tb assay or on‑shore refinery guarantees—will US deals finally anchor downstream processing?
newsbreak.com
US Rare Earth Investment1d agoTrump hosts Central Asian leaders as US seeks to get around China on rare earth metals
Curator's Take
Trump’s Central Asian outreach expands upstream ore sources, but without on‑shore Dy/Tb processing guarantees, the bottleneck persists.
ktvo.com
US Rare Earth Investment18h agoSenator Ernst secures addition of potash and phosphate to U.S. Critical Minerals List
Curator's Take
Ernst’s potash/phosphate win risks siphoning scarce grant dollars from heavy‑REE refinery projects—watch for funding earmarks.
substack.com
US Rare Earth Investment16h agoUS–India ‘Strategic Partnership:’ No Longer Strategic
Curator's Take
US‑Pakistan REE pact diversifies upstream supply, but without Dy/Tb processing guarantees, the heavy‑REE bottleneck remains unresolved – investors must watch for downstream clauses.
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