USAR260424C18000.US

$USA Rare Earth(USAR.US) When will it rise to 50

$USA Rare Earth(USAR.US) and $MP Materials(MP.US) fell by four to six percentage points together. The trigger was China directly adding these two companies to its export control list, pushing the rare earth sector back into the spotlight of the U.S.-China strategic competition. In the short term, it looks like an emotional shock from the escalation of countermeasures, but in the medium to long term, pushing the U.S. domestic rare earth supply chain towards "strategic autonomy" actually strengthens expectations for policy support—so it's even more important to distinguish whether this drop is due to fundamental damage or a misjudgment amid geopolitical noise.

Oh wow, this is getting serious 🐒 The sanction war has flared up again, costs for these two major Western rare earth companies are going to rise, and with limited processing capacity, they'll have to cut production.