Ah_Meng
09-16

$CRITICAL METALS CORPORATION(CRML)$ It has come again... isn't it?

Critical minerals, especially rare earth minerals, they are not going away anytime soon. Before you know it, the spike is in front of us again!

I do not know about you. To me, all is not well between US and China. Sure, they have been talking... but do we think we will have a deal anytime soon? Donald Trump is simply kicking the can down the street. China is not in any hurry, it is US deal to lose, with rare earth minerals disappearing faster than they can produce, not to mention stock up[Facepalm] .

Yes, $MP Materials Corp.(MP)$ is producing but how much could they produce a day? When China cuts, US high tech manufacturing will ground to a halt. No more EVs, no more AI, no more quantum computers, no more defence! Simple as that. 

Why am I pessimistic about the negotiation? If someone you are negotiating with tells the surrounding traders to impose tariffs and sanctions on you while that someone pretends like nothing happened and negotiate per normal, would you bother? Throw in TikTok to the conversation. Not negotiation, but demand. Either you sell it, or pay me tariffs (after you sell it, I will collect tariffs anyway in true lawless Trump's style [Chuckle]  [Evil]  [Silence]  )! Why bother?

It's not going away... and it won't end well... China knows... Xi is too clever for Trump. The problem is Trump knows it...

@Tiger_comments @Daily_Discussion @TigerStars @CaptainTiger 

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Comments

  • WalterD
    09-17
    WalterD
    Wow, insightful perspective on the situation! [Wow]
  • JackQuant
    09-17
    JackQuant
    Thanks for your analysis!
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