5 Best Rare Earth Stocks To Buy And Invest In 2027 — China's April 2025 export restrictions on rare earth products have created significant supply chain disruptions, with global permanent-magnet exports falling 52.9% month-over-month and 74% year-over-year in May 2025, pro (Forbes, 2026-10-11)
Breakingviews - COMMENTARY: The unbearable lightness of an EU-China half-deal — EU Trade Commissioner Maroš Šefčovič concluded talks with Chinese officials in Beijing, resulting in a tentative half-deal that falls short of European objectives. France and Germany jointly proposed new trade defense me (Reuters, 2026-10-09)
Opinion | The Diminishing Returns of Choke-Point Diplomacy — This opinion piece examines the emerging strategy of 'choke-point diplomacy,' where nations leverage their control over critical resources or infrastructure to gain geopolitical advantage. The author highlights three pri (The New York Times, 2026-10-09)
Transcript: The EU vs China -- it's complicated. With Bernd Lange — European Union trade officials are intensifying efforts to address a €1 billion daily trade deficit with China, driven by aggressive Chinese exports across sectors including automobiles and chemicals. Bernd Lange, chair (Financial Times News, 2026-10-09)
Basic Materials Roundup: Market Talk — BofA Securities has upgraded its stance on BHP to bullish, driven by an improved outlook for copper prices. The firm raised its share-price target on BHP to A$68 from A$65. This update was part of the Basic Materials Rou (The Wall Street Journal, 2026-10-02)
COMMENTARY: The energy transition is starting to feed itself — The energy transition is increasingly generating its own supply of critical materials through recycling of batteries, solar panels, wind turbines, and grid equipment, according to a Reuters commentary. The IEA estimates (Reuters, 2026-10-02)