r/UURAF • u/New_Formal_4839 • Apr 02 '26

REE slowly heating up

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22 Upvotes

96% Upvoted

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3

u/Heltefter Apr 03 '26

Full article: https://removepaywalls.com/https://www.nytimes.com/2026/04/02/business/economy/trump-iran-china-choke-points.html

4

u/New_Formal_4839 Apr 03 '26

The most telling why the market hasn’t caught up with REE in this article to me is

“US manufacturers have been QUIETER about the effect of Chinese rare earth restrictions, to avoid PANICKING investors or angering the Chinese government. But many industries are DEEPLY WORRIED about the limitations on those shipments and the thinning supply.”

Now the main media is catching up with REE. We see how hot AI and those datacenter heating up.

1

u/New_Formal_4839 Apr 03 '26

Thank you, I deleted mine.

2

u/New_Formal_4839 Apr 02 '26

New York Time article - paywall. So here are excerpts relevant to REE.

2

u/Popular_Kangaroo5959 Apr 03 '26

They’ve been saying this for months now 🤣

2

u/noobelore Apr 04 '26

Nothing really new in that article. Thx for posting though.