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An Uncomfortable Reality: China's Rare Earth Chokehold May Outlast This Decade
An Uncomfortable Reality: China's Rare Earth Chokehold May Outlast This Decade
An inconvenient reality for the Trump administration's race to rebuild Western conflict-free critical materials supply chains outside China, whether domestically or through friendshoring, is that it won't break China's chokehold this decade.
The main problem for the US lies well beyond the mine, ING analysts Ewa Manthey and Coco Zhang wrote in a note on Monday titled "The US rare earth push: what comes next?" Extracting more ore does very little for US companies that depend on Chinese processing plants to...
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Israeli Troops Destroy Former Syrian Military Sites on Mount Hermon
In December of 2024, immediately following the ouster of Syrian President Bashar al-Assad, Israel invaded southwest Syria, and occupied a substantial swathe of land including the UNDOF demilitarized zone and Mount Hermon. Throughout negotiations and persistent further Israeli incursions, Israeli officials have insisted they don’t intend to ever return control over Mount Hermon, despite the […]
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Apr 28, 2026 / Tyler Durden
Homeowner Floats Mansion Swap For Anthropic Equity
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A LinkedIn profile for a luxury property in Marin County, just north of San Francisco and across the Golden Gate Bridge, states that the homeowner is open to exchanging the 14-acre estate for Anthropic equity.
"I own a 14 acre estate in Mill Valley, CA (See link below) and would like to exchange the property for Anthropic equity (understanding in advance that this would be substantially above the valuation of Anthropic's last financing round, in the $800+ BB range)," the LinkedIn profile for the...
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Aug 30, 2026 / Tyler Durden
AI's China Syndrome: Who Will Control The World's Newest Energy?
AI's China Syndrome: Who Will Control The World's Newest Energy?
Authored by J.T. Young via Substack,
Ceding leadership in AI to China's Chinese Communist Party (CCP), what could go wrong?
Just about everything. Yet that is precisely what some here in the U.S.-and all in Beijing-want to occur.
America is currently being swept by misguided attempts to curtail AI's development and the development of the data centers on which AI's development will depend. Some of these stem from legitimate concerns (though often inaccurate) about what AI can and will do. Some stem from...
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