📰 Fed, ECB Expected To Hold Rates Next Week, But December Hikes Still In Play.
→ Rate expectations drive stock valuations — growth names and small caps feel it first.
$AAL $JBLU $UAL $SPY
Source: https://t.co/WZoH1eNCYm
Not advice. Just the tape.
#stockmarket#investing #stocks #wallstreet #markets
🚨 @USGS has found that the Appalachian region of the U.S. contains enough lithium to replace 328 YEARS of imports!
Thanks to world-leading mineral science, permitting reform and renewed investment in domestic mining, @POTUS has reclaimed America's mineral independence.
$UAMY This is what progress looks like: high-grade antimony-bearing rock from our Montana Stibnite Hill operations. This is just part of the inventory that ensures we have more than enough raw material on hand to maintain steady melting operations throughout the winter season, in accordance with our publicly disclosed operational plans.
USAC is the only North American supplier of antimony trisulphide approved by the United States Defense Logistics Agency (DLA) @DLAMIL for use in military primers.
https://t.co/f9SeqThGBE
Let’s Clarify the Situation-
China’s Ministry of Commerce just confirmed new export restrictions.
On Oct 26, MOFCOM announced that tungsten, antimony, and silver will be added to China’s Key Export Supervision Catalog beginning November 2025.
Exports will now require quota review and joint approval, replacing the prior self-reporting system.
This means tightened export oversight through 2027 — not a relaxation of controls.
While U.S. sources may highlight “general license” discussions, the official Chinese policy text confirms continued regulation of these critical minerals.
For markets dependent on antimony, this underscores the strategic importance of North American supply chains and verified domestic production capacity.
This notice tightens export controls, not loosens them — it shows that as of late October 2025, tungsten, antimony, and silver are now under stricter export supervision requiring government review and approval (rather than being freely exportable).
So, contrary to the rumors about “general licenses removing controls,” this Chinese government release actually confirms the continuation or expansion of export controls into 2026–2027.
Thanks, @aponimma for sharing
and thank you for your attention to this matter.
Rare earth lessons.
It was June 20th I bought 100 shares of $MP for $25 dollars bass in Trump emphasizing the importance of securing rare earths in this country. I studied the situation and found $MP being the only mine that did rare earths from an end to end perspective.
Then shortly after that China and USA reached an agreement on rare earths. My stomach sank. I thought my investment would sink. But I hung on to it and didn’t panic. And sure enough it skyrocketed
Lesson: don’t be fooled by these agreements. For one China cheats on everything and will probably try to leverage it again.
Secondly USA is just buying time to secure its own supply.
$NB $DTREF $UAMY $AREC