US, India Sign Critical Minerals And Rare Earths Mining Pact
Geopolitics
The US and India signed a bilateral pact on May 26 to jointly develop critical minerals and rare earth supply chains, a direct strategic counter to China's dominance in this sector. This creates a policy tailwind for non-China rare earth producers and junior miners with US or India exposure, while potentially pressuring Chinese rare earth names.
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↑ LONG+12% target-8% stop3-6 weeks, into any contract/project announcement detail
Long MP Materials and UUUU as direct beneficiaries of US-India critical minerals pact formalizing non-China rare earth supply diversification.