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Geopolitics News 16 September 2025 - 12 October 2025

China’s Rare-Earth Gambit: Tech Stocks Crash, Miner Profits Soar Amid Trade War Escalation

China’s Rare-Earth Gambit: Tech Stocks Crash, Miner Profits Soar Amid Trade War Escalation

What Happened: China’s New Controls On Oct. 9, China’s Ministry of Commerce issued “Announcement No. 61” of 2025, dramatically expanding export controls on critical minerals ts2.tech Reuters. Five additional rare-earth elements (holmium, erbium, thulium, europium, ytterbium) were added to the restricted list, on top of seven elements already curbed in April Aljazeera ts2.tech. In total 12 of the 17 rare-earth…
12 October 2025
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Rare Earth Goldmine? MP Materials Stock Skyrockets on Pentagon Deal & China Tensions

Rare Earth Goldmine? MP Materials Stock Skyrockets on Pentagon Deal & China Tensions

Spectacular Rally Fueled by Strategic Deals MP Materials’ stock performance in 2025 has been nothing short of remarkable. Shares have exploded higher on the back of transformative deals and the prospect of a secure American rare-earth supply chain. The stock is up nearly 4-fold this year, recently trading around $75–$80 per share ts2.tech. In late August, MP hit an all-time…
11 October 2025
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Rare Earth Gold Rush: USA Rare Earth (USAR) Stock Skyrockets on White House Buzz and China Tensions

Rare Earth Gold Rush: USA Rare Earth (USAR) Stock Skyrockets on White House Buzz and China Tensions

Company Background & Operations USA Rare Earth, Inc. is a U.S.-based critical minerals company focused on establishing a fully domestic rare-earth supply chain – from mining raw ore to producing finished rare-earth magnets. Its flagship asset is the Round Top Mountain deposit in Texas, which contains a broad spectrum of rare earth elements (including heavy rare earths like dysprosium and terbium) ts2.tech. Through a joint…
10 October 2025
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This Tiny US Miner Could Shatter China’s Rare-Earth Monopoly – USAR Stock Explodes on White House Buzz

This Tiny US Miner Could Shatter China’s Rare-Earth Monopoly – USAR Stock Explodes on White House Buzz

USA Rare Earth, Inc. (NASDAQ: USAR) is a development-stage rare-earth miner and magnet-maker founded in 2019, publicly listed via SPAC on March 14, 2025 ts2.tech. Its flagship asset is the Round Top Mountain deposit in Texas (via a JV with Texas Mineral Resources), rich in heavy rare-earths like dysprosium and terbium ts2.tech. USAR is building a vertically integrated “mine-to-magnet” supply…
10 October 2025
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TSMC Stock Soars on AI Boom: Record Highs, Big Ambitions & Geopolitical Risks (Oct 2025 Update)

TSMC Stock Soars on AI Boom: Record Highs, Big Ambitions & Geopolitical Risks (Oct 2025 Update)

Overview: TSMC’s Business and Recent Performance Taiwan Semiconductor Manufacturing Co. (TSMC) is the world’s largest contract chipmaker (pure-play foundry), producing advanced semiconductors for clients like Apple, NVIDIA, AMD, and many others Com ts2.tech. Rather than selling its own branded chips, TSMC builds chips to order, focusing on cutting-edge manufacturing processes. This model has made TSMC a pillar of global tech supply chains and…
8 October 2025
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Turkey’s Gas Revolution: Erdogan’s LNG Pivot Threatens Russia & Iran’s Energy Grip

Turkey’s Gas Revolution: Erdogan’s LNG Pivot Threatens Russia & Iran’s Energy Grip

Turkey’s Gas Pivot: LNG Deals and Domestic Production Turkey is undertaking a strategic overhaul of its gas supply. Once overwhelmingly dependent on pipeline gas from Russia and Iran, Ankara is now doubling down on alternative sources. State energy company BOTAŞ has struck a flurry of long-term LNG deals with a range of suppliers. In September, it signed a landmark 20-year…
8 October 2025
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Washington’s Greenland Rare Earth Gambit: Critical Metals Soars as U.S. Eyes Strategic Stake

Washington’s Greenland Rare Earth Gambit: Critical Metals Soars as U.S. Eyes Strategic Stake

U.S. Eyes Stake in Greenland Rare Earth Project The U.S. government has been in talks to take an equity stake in Critical Metals Corp, the company developing the Tanbreez rare earths mine in Greenland Reuters. According to an exclusive Reuters report, Trump administration officials discussed a potential deal that would convert a $50 million Defense Production Act grant into shares…
6 October 2025
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TSMC Stock Surges on AI Boom and U.S. Expansion: What to Know on Sep 23, 2025

TSMC’s 2025 Crossroads: AI Boom, 2‑nm Chips and Geopolitical Headwinds – What It Means for Investors

Key Facts – Taiwan Semiconductor Manufacturing Co. (TSMC) as of 6 October 2025 Overview and Recent Developments Taiwan Semiconductor Manufacturing Company Limited (TSMC) is the world’s largest pure‑play foundry and a pillar of global supply chains. In late September and early October 2025, its stock and strategic decisions drew significant attention, reflecting booming demand for artificial‑intelligence chips, ambitious global expansion and mounting geopolitical risks.…
6 October 2025
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Commodity Shockwaves: Oil Soars, Gold Shines, Crops Sway as War, Weather & Policy Roil Markets

Commodity Shockwaves: Oil Soars, Gold Shines, Crops Sway as War, Weather & Policy Roil Markets

Key Facts: Energy: War Drives Oil Higher, Gas Steadies, Renewables Reshuffled Oil – War and Output Cuts: Crude markets rallied sharply to close the week, propelled by geopolitics. Brent oil settled at $70.13/bbl (▲1.0%) while WTI ended at $65.72 (▲1.14%), with both benchmarks posting their biggest weekly gain since June Reuters. Traders pinned the surge on escalating war disruptions: Ukraine’s…
27 September 2025
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Precious Metals Skyrocket as Gold Hits Record High, Silver & Platinum Soar – Fed Bets and Geopolitics Fuel Rally

Precious Metals Skyrocket as Gold Hits Record High, Silver & Platinum Soar – Fed Bets and Geopolitics Fuel Rally

Precious Metals Rally Overview (Sept 23–24, 2025) Precious metals prices soared to multi-year highs in the past 48 hours, capping a dramatic two-week run-up. Gold set a fresh all-time high near $3,790/oz on September 23, punctuating a rally that has nearly doubled its price since late 2022 Reuters. Silver likewise vaulted to ~$44/oz, a level last seen 14 years ago,…
24 September 2025
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Kim Jong Un’s AI Drone Ambition Shakes Up Global Military Balance

Kim Jong Un’s AI Drone Ambition Shakes Up Global Military Balance

Background: North Korea’s Military and Tech Capabilities North Korea’s military has long been formidable on paper, anchored by its nuclear weapons and ballistic missiles programs. As of 2025, the country is estimated to possess dozens of nuclear warheads and an array of short-, medium- and long-range missiles (including ICBMs) that can threaten regional targets and potentially the U.S. mainland Aljazeera.…
19 September 2025
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High-Stakes Drone Showdown: Why the U.S. Is Scrambling to Catch Up with Russia in Ukraine’s War

High-Stakes Drone Showdown: Why the U.S. Is Scrambling to Catch Up with Russia in Ukraine’s War

Drones Take Center Stage in the Ukraine War Unmanned aerial vehicles – drones – have become central to the Russia-Ukraine conflict, redefining how wars are fought. What began in 2022 with ad-hoc use of hobby drones to spot artillery has exploded into a full-scale “drone war.” Both Russia and Ukraine now deploy vast fleets of drones on the front lines,…
16 September 2025
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Stock Market Today

  • City Developments stock dips ahead of weekend amid Newport Residences launch
    January 31, 2026, 3:32 AM EST. City Developments Limited shares fell 0.6% to close at S$9.28 on Friday, near a 52-week high, despite a 16% rally in January. The property developer is launching bookings for Newport Residences, a 246-unit condo with prices starting at S$1.298 million. CDL Hospitality Trusts reported a 1.2% rise in distributions for H2 2025. Investors will watch Monday's trading closely for post-launch signals and anticipate the company's unaudited FY2025 results release on Feb. 27. The stock's sensitivity to housing and travel sectors remains, with rising funding costs presenting additional risks amid a weaker broader market.
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