$MP podcast mentions
Yeah, and I mean, to put some numbers behind it, I mean, the Intel deal is the one that got the big headlines, but we've seen about 30 different equity, or what I would call equity-like transactions, you know, like preferred stock or something like that, uh, since the middle of last year. So there's Intel, MP Materials, and a bunch of other rare earth companies China, and several others. There's a whole long list. You're right that the differences are mostly in the structure of the deals rather than the government participating at all. There are reasons to believe that this is a permanent shift, and there are some reasons to believe that this might slow down or at least narrow. On one hand, there's the national security angle. That's the Trump administration's reason for getting into the rare earth business, for getting an Intel stake. You know, China's getting ahead in the AI race is a threat. Control— China and other countries controlling parts of the chipmaking supply chain, for example, those are legitimate national security concerns.
Lou Whitman · Motley Fool Hidden Gems Investing · When the Government Becomes Your Co-investor · 2026-09-15When we're saying this, and actually I just want to point out that Macaulay made— he himself made something that sounds like a really extreme strawman argument. He made the argument, and every time I read it, I am just astonished. I cannot believe— like, Macaulay is a big deal, and he's a big guy, and he's, uh, yeah, and he's an MP. He's giving this speech that I'm about to quote from in Parliament. After he gives this speech, another MP jumps up and says, 'This speech has never been exceeded within these walls for the development of statesmanlike policy and practical good sense.' And actually, the nice thing about this is people are a bit down on our politicians now. I read this speech and the responses it gets, and I think, oh, people must have been crazy because this speech has no good sense to my mind. This speech is mad.
Daisy Christodoulou · EconTalk · Meritocracy, Exams, and the Knowledge That Matters (with Daisy Christodoulou) · 2026-09-07No, it absolutely is. When you look at critical minerals across, there's terbium, like you mentioned, there's dysprosium. Dysprosium is another one that a lot of people use. Military uses a lot of neodymium boron iron magnets. And the fact that I know that off the top of my head just shows how many times we've had to go over this. But yeah, so critical minerals becomes very, very key. And so when you start looking at some of the deals that are being made by the Department of War right now is a great example of that, right? The deal with MP Materials. To actually, you know, gain a piece of ground specifically inside the US for domestic onshoring of these capabilities. But you're absolutely right. There are quite a few of these critical minerals that China has a predominance in the world. They have, you know, sometimes 85%, even 90% of the supply chain. So how important it is that we're using the ones that we have correctly. When China last year added 12 critical minerals that they were not going to share with the United States, You know, these are some of the key ones, like you said. And so the nice thing is that a lot of the defense primes have recognized this as a risk for quite a while. And so they've, you know, already been working towards some of these. But the bigger problem now is, is it's not— these are not just critical minerals that are used for defense platforms. These are a lot of dual-use capabilities with a lot of civilian and commercial needs as well. And so if you're looking at a brushless motor for a drone, that could be used for a civilian drone or it could be used for a military Reaper drone or a Global Hawk. And, and so when you start looking at those, it is a lot of decisions that have to be made by industry.
Wayne Sanders · Odd Lots · Why Laser Beams Are the Hottest New Tech in Defense · 2026-09-04I am thinking about starting a position. I wanted to get your thoughts before I pulled the trigger one way or the other, but I'm thinking about starting a position in MP Materials. Let me know.
Speaker F · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 9/2/26 · 2026-09-02The UK Prime Minister was speaking in his first House of Commons appearance since taking office. Despite Burnham's optimism, the global economic picture pits his ambitions against Britain's fiscal problems. Burnham's first day in Parliament also saw his predecessor, Keir Starmer, announce he would resign as an MP, sparking a by-election in North London.
Tiwa Adebayo · Bloomberg News Now · Global Bonds Slump, Burnham's Fiscal Headroom Halved, More · 2026-09-02UK Prime Minister was speaking in his first House of Commons appearance since first— since taking office. Despite Burnham's optimism, the global economic picture pits his ambitions against Britain's fiscal problems. Burnham's first day in Parliament also saw his predecessor, Keir Starmer, announce that he would resign as an MP, sparking a by-election in North London. European natural gas prices have surged to their highest level since 2023 as the Iran war escalates. Prices are now more than 70% higher than at the start of July, when a temporary ceasefire lifted hopes of a potential resolution to the conflict. The news comes as both the United States and Iran carried out a fresh wave of strikes. Bloomberg's Jon Herskovitz says it's another escalation.
Stephen Carroll · Bloomberg News Now · European Bonds Open Lower, BP Names New Chair. More · 2026-09-02The UK Prime Minister was speaking in his first House of Commons appearance since taking office. Despite Burnham's optimism, the global economic picture pits his ambitions against Britain's fiscal problems. Burnham's first day in Parliament also saw his predecessor Keir Starmer announce he would resign as an MP, sparking a by-election in North London. European natural gas prices have surged to their highest level since 2023 as the Iran war escalates. Prices are now more than 70% higher than at the start of July, when a temporary ceasefire lifted hopes of a potential resolution to the conflict. The news comes as both the United States and Iran carried out a fresh wave of strikes. Bloomberg's Jon Herskovitz says it's another escalation.
Stephen Carroll · Bloomberg News Now · Bessent's Bond Gains Unwound, Burnham's £12B Problem, More · 2026-09-02The UK Prime Minister there in his first House of Commons appearance since taking office. Despite Burnham's optimism, the global economic picture pits his ambitions against Britain's fiscal problems. Burnham's first day in Parliament also saw his predecessor, Keir Starmer, announce that he would resign as an MP, sparking a by-election in North London. European natural gas prices have surged to their highest level since 2023 as the Iran war escalates. Prices are now more than 70% higher than at the start of July, when a temporary ceasefire had lifted hopes of a potential resolution to the conflict. The news comes as both the United States and Iran carried out a fresh wave of strikes. Bloomberg's Jon Herskovitz says it's another escalation in the war.
Stephen Carroll · Bloomberg News Now · Bessent's Gains Wiped Out, Fresh US-Iran Attacks, More · 2026-09-02