BUZZ-中美贸易谈判势头强劲,稀土类股下跌
10月27日 - ** 在美国上市的稀土矿商股价在盘前交易中下跌
** 华盛顿和中国政府达成贸易协议框架 (link),可能暂停美国计划对关键矿产征收的关税和中国的出口管制,从而缓解对供应中断的担忧,这种担忧曾在今年提振稀土行业。
** 关键金属CRML.O股价暴跌10.3%。
** 美国稀土USAR.O下跌8.4%,MP MaterialsMP.N下跌5.6%,NioCorpNB.O下跌6.8%,Energy FuelsUUU.A下跌3.9%。
** Trilogy Metals TMQ.N 下跌 7.7%,Ramaco Resources METC.O 下跌 4.2
** 中国生产全球 90% 以上的加工稀土和稀土磁铁;美国只有一个稀土矿
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