USA Rare Earth’s $2.8B Bet to Break China’s Rare Earth Hold
USA Rare Earth’s $2.8B acquisition of Brazil’s Serra Verde marks a turning point in the West’s push to secure critical mineral supply chains outside China.
supply chain
Chip Stocks Surge on Ceasefire — But Helium Was the Real Risk
SK Hynix surged 15%, TSMC 4.8%, Tokyo Electron 10% on ceasefire news. The hidden driver: Iran had been strangling the chip industry’s helium supply.