Stock Thread (29 Viewers)

[General Malaise]

This is pretty significant news.

China Introduces New Exports Controls On Antimony, Tungsten And Silver​

According to Trump, his big achievement a week ago when he announced the trade truce with China, was getting Beijing to agree to remove export limitations on rare earth minerals, which as most now know are so critical for US companies to make everything from cell phones, to cars, and military equipment. And yet, as discussed on a few occasions this week, it feels like the cracks in this latest trade deal are already starting to show, whether it is Beijing ordering Trump what he can't talk about, or quietly ring-fencing its domestic data center by banning US AI chips.

And now, it appears that while China granted Trump a 1 year reprieve on rare earths, it is quietly tightening the export noose on other, just as important minerals.

According to the Global Times, China has introduced new export controls on silver, antimony, and tungsten.

In the statement published on the MOFCOM's website last Thursday, the export controls are for the 2026-27 period, and have the stated aim of "stepping up the protection of resources and the environment."

You know I hear they're making Hondas these days out of tungsten and antimony...

 

[Capella]

Brutal week, got damn

 

[BassNBrew]

I'm make a pretty strong buy on Celsius. The numbers were crushed by a "fake" one off. They stated that they entered into a distribution agreement where Pepsi is picking up the cost. Basically because of IRS rules they have to show the entire expense last quarter but the reimbursement income from Pepsi is amortized (not sure this is the right word to use here) over the entire length of the agreement. Basically a total push in reality they are being punished for. This will inflate future income numbers.

Why the additional drop today? This is normally the type of thing that gets identified as people sift through the details, and the overreaction snaps back the next day.

Monster price target raised by 3 firms. I can only assume people shifting their energy drink allocation.

 

[The Z Machine]

Nah good, Bob

 

[Buckna]

Brutal week, got damn

Yeah - this down 2 or 3% overall every day is getting old

 

[odin33]

This is pretty significant news.

China Introduces New Exports Controls On Antimony, Tungsten And Silver​

According to Trump, his big achievement a week ago when he announced the trade truce with China, was getting Beijing to agree to remove export limitations on rare earth minerals, which as most now know are so critical for US companies to make everything from cell phones, to cars, and military equipment. And yet, as discussed on a few occasions this week, it feels like the cracks in this latest trade deal are already starting to show, whether it is Beijing ordering Trump what he can't talk about, or quietly ring-fencing its domestic data center by banning US AI chips.

And now, it appears that while China granted Trump a 1 year reprieve on rare earths, it is quietly tightening the export noose on other, just as important minerals.

According to the Global Times, China has introduced new export controls on silver, antimony, and tungsten.

In the statement published on the MOFCOM's website last Thursday, the export controls are for the 2026-27 period, and have the stated aim of "stepping up the protection of resources and the environment."

Ready to ride the UAMY train again. All aboard

CHOOO CHOOO!!

 

[identikit]

Somehow ended up green for the day

Heavy metals weighting did the trick, looks like