Podcasts about rare earths

Rare Earth minerals might not be at the top of your panic list today but when it comes to U.S. national security, it's an issue that has the potential to have the greatest impact on both our way of life and our future security.  It was on the agenda at the recent G7 meeting where world leaders agreed to prioritize a joint strategy to protect critical mineral supply chains.  But is it too little, too late? Tech executive and investor John Watters saw the signs of potential catastrophe years ago and is hitting the panic button with lawmakers and business leaders about just what's at stake. 

Louis O'Connor is the founder of Strategic Metals Invest, where we offer private investors the opportunity to own the upstream raw materials that contribute to trillions of dollars in downstream GDP. SMI has created a marketplace for rare earth metals and technology metals right as the world pivots from oil and gas to metals. Rare Earths have become more important than oil and gas and are the new frontline in geopolitical decisions.Learn more: http://www.strategicmetalsinvest.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-louis-oconnor-founder-of-strategic-metals-invest

Louis O'Connor is the founder of Strategic Metals Invest, where we offer private investors the opportunity to own the upstream raw materials that contribute to trillions of dollars in downstream GDP. SMI has created a marketplace for rare earth metals and technology metals right as the world pivots from oil and gas to metals. Rare Earths have become more important than oil and gas and are the new frontline in geopolitical decisions.Learn more: http://www.strategicmetalsinvest.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-louis-oconnor-founder-of-strategic-metals-invest

Ever since Facebook (now Meta) bought WhatsApp for $19 billion in 2014, the question has been, how does the social media giant plan to monetise it? Now, more than a decade later, Meta has announced its biggest plans with WhatsApp yet. Are changes coming to your group chat? Tune in to find out. —------Want to get involved in the podcast? Record a voice note or send us a message—------Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we've got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)Check out our latest show: Basis Points (Apple | Spotify | YouTube) and read the accompanying Basis Points email—------Looking for some of our favourite research tools?Read our free ETF Investing HandbookDownload our free 4-step stock checklistFind company information on TIKRScreen the market with GuruFocusResearch reports from Good ResearchTrack your portfolio with Sharesight—------In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.—------Equity Mates Investing is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

Donate (no account necessary) | Subscribe (account required) Join Bryan Dean Wright, former CIA Operations Officer, as he breaks down today's biggest stories shaping America and the world. Trump Urges Evacuation of Tehran as U.S. Military Assets Move In President Trump calls for Tehran's 17 million residents to evacuate as the USS Nimitz and 31 refueling aircraft reposition toward the Middle East. Trump warns Iran cannot have nuclear weapons and says the U.S. will stay out of the war unless American assets are attacked. Iran's Ayatollah is now urgently seeking peace talks through Arab and Russian intermediaries. Israel Escalates Strikes, Iran's Military Decimated Israeli forces continue bombing Tehran and key military targets. Mossad agents have eliminated top commanders and scientists. Iran's air defenses remain crippled and its missile transport fleet is heavily damaged. Only Fordow, Iran's deepest nuclear site, remains intact. Zelenskyy Asks Trump for Weapons, China Disrupts Supply Chains At a global summit in Canada, Ukraine's President Zelenskyy pleads for U.S. arms. Trump is hesitant, partly due to China's squeeze on rare earth minerals critical to defense production. Although some exports resumed, licenses are limited, and military-grade minerals like samarium remain blocked. America's Rare Earth Emergency and Domestic Production Push Trump may invoke Cold War-era laws to jumpstart domestic rare earth mining in states like Wyoming, California, and Texas. A $120 million loan for a Greenland project signals the urgency of ending China's control over the supply chain. Confusion Over Trump's Immigration Orders Trump calls for ramped-up ICE raids in sanctuary cities but had paused enforcement at farms and hotels just days earlier. Following backlash from business and agriculture, the administration reversed course, then appeared to reconsider again. Meanwhile, a meatpacking plant in Nebraska raided by ICE now sees lines of job applicants, raising new questions about the true labor market. "And you shall know the truth, and the truth shall make you free." – John 8:32   Take your personal data back with Incogni! Use code TWR using the link or at check-out and get 60% off an annual plan: Incogni.com/TWR        

In a deep-dive segment, Tara and Lee explore the urgent crisis over rare earth minerals—the essential elements powering everything from smartphones and fighter jets to AI dominance. Once a global leader, America's rare earth industry crumbled after environmental regulations in the 1980s, leaving China with near-total control. Now, amid Trump's controversial visa concessions and a proposed $120 million mining investment in Greenland, the U.S. scrambles to catch up. The conversation highlights the geopolitical stakes: a new cold war where the winner of the AI race—China or America—will shape the future of education, defense, tech, and global culture.

Uncover the unseen power behind your everyday tech and global geopolitics in our latest episode on rare earth minerals. We'll demystify what these critical elements are, explore their surprising uses from smartphones to fighter jets, and explain why they're such a hot-button issue in US-China trade negotiations. Get ready to understand why these 'hidden heroes' are shaping the future of technology and international relations. Show Topics What are Rare Earth Minerals: Their definition, why the name is misleading, and what makes them unique. Essential Uses: From electric vehicles and wind turbines to medical devices and defense systems. US-China Trade Dynamics: China's dominance in the supply chain, the leverage it provides, and the ongoing negotiation complexities.

The Ochelli Effect 6-13-2025 Friday Night Open Mic with B Pete part 1 No Aaron or Uncle this week so Friday Night Open Muc did about 3 Hours and we split the podcast in to two pods for you.Intense standard Democrats are Commies, and You can NOT SEE Republicans Demonizing Democracy while Neither have the constitution for The Constitution verbal bash and dash happened for Chuck to let callers speak to each other and a chance at a round-table was as Possible as King Arthur not being fake.Red Blue aall white boys tooall argue over which FAKE NEWS to Witch-Hunt to all lose like a Senator asking the wrong question and getting POLL ICE statated status like good little statists Statistics Tricks?America On ICE While The Cold War On Terror Goes HotHits Putin on Trumps Ukraine RITZ 4a NEW League of Less Than Extraordinary Not So Gentle MenEmpires ALL need Rare Earth from the CommiesOnly Mommies recall That was Black Sabbath's original moniker Mandella Effect Anyone?Jeff Hilliard - Abandon (Official Music Video)https://youtu.be/1Msvs_REB_4?si=6z-eFLD5AZiB4k3wTHE OCHELLI EFFECT WEEKLY READER unique writing and Revised submissions to:info@ochelli.com---The Co-Host WEBSITEhttp://www.bpete1969.com/TWITTER Xhttps://x.com/bpete1969FEDBOOK of META-VERSE CHORUS VERSEhttps://www.facebook.com/bpete1969---KEEP OCHELLI GOING. You are the EFFECT if you support OCHELLIEmail Chuck or PayPalblindjfkresearcher@gmail.comBE THE EFFECTOchelli Link Treehttps://linktr.ee/chuckochelli

Ford Motor CEO Jim Farley says the company continues to struggle to obtain rare earth magnet supplies that are essential to car production and have already forced a temporary shutdown of one of its factories. The supply of the critical components has been trickling out of China, which has instituted a new approval process for exports of rare earths that continues to slow supply lines, Farley saidin an interview with Bloomberg's Matt Miller.See omnystudio.com/listener for privacy information.

Tom Appel of Consumer Guide Automotive joins Jon Hansen on Your Money Matters to discuss the importance of rare earth metals and the changes that Ram is making in its vehicles.

Investing in Bizarro World Episodes: https://youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME&si=w2d_EF-B5jMo1dYD Subscribe to Investing In Bizarro World: @bizarroworld The free version of the 320th episode of Investing in Bizarro World is now published.Here's what was covered:Macro Musings - Elon Musk breaks from Trump in a dramatic public feud that could reshape the political landscape. Nick and Gerardo weigh in on what it means for markets, fiscal policy, and the fate of the dollar. Gold finds a floor near $3,300 as debt and inflationary pressures mount. The bond market remains the elephant in the room—with a risk of detonating everything from 401ks to government credibility.Market Takes - Silver breaks out to 13-year highs, and Gerardo says one of his favorite juniors could triple this summer. Copper, platinum, palladium—all running. Gold outperforms Bitcoin. The guys lay out why safe haven metals and industrial commodities are both getting bid—and why the base metals bull might just be getting started.Bizarro Banter - A Disney vacation turns into a mining lesson. Gerardo links Avatar's "unobtanium" to America's rare earth dependency. They talk Star Wars, Starlink, and why Disney rides are a reminder that resource nationalism is real. Also: Palantir's creepy national database plan, Corey Booker's Nazi moment, and a Kanye West tweet for the ages.Premium Portfolio Picks - For paid listeners only. Subscribe here: https://bit.ly/3FEaa7r0:00 Introduction1:15 Macro Musings: Musk Breaks With Trump, Bond Market Risk8:12 Market Takes: Silver Soars, Gold Holds $3,300, Copper Breaks $526:24 Bizarro Banter: Avatar, Rare Earths, and Palantir's Database34:49 Premium Portfolio Picks: Uranium and PGMs. A Pizza Play. (You need to subscribe to Bizarro World Live to get this section) Learn more here: https://bit.ly/3FEaa7rPLEASE NOTE: There are now two versions of this podcast. 1. Bizarro World Live — Pay $2 per episode to watch us record the podcast live every Thursday and get Premium Portfolio Picks every week. You can do that here: https://bit.ly/3FEaa7r2. Bizarro World Free — Published the Monday after the live recording with no Premium Portfolio Picks.Visit our website Daily Profit Cycle for more content like this and more! https://dailyprofitcycle.com/

Today, Nicole is breaking down the top headlines in finance and how they're affecting your wallet. In this edition of our Wall Street wrap-up: Why car prices are about to spike (again) thanks to a not-so-rare mineral The Bitcoin ETF boom and why crypto is suddenly looking… safe? And what the May jobs report isn't telling you about the job market Plus, Nicole will tell you how these headlines hit your bottom line—and what to do next if you're job hunting, investing, or car shopping. 

In this fiery segment, the host breaks down a so-called "China trade deal" that's anything but. Despite media buzz, key tariffs remain untouched while the U.S. agrees to welcome Chinese students—days after intercepting an alleged Chinese bioweapon. The episode dives deep into how Biden-era rare earth policy left Trump cornered in negotiations, granting China leverage over U.S. supply chains. It also uncovers the true nature of an ICE raid in L.A.—not a simple immigration sweep, but a cartel money laundering bust. As Democrats erupt, connections between cartel operations and political protection are laid bare. This explosive commentary exposes geopolitical betrayal, national security risks, and the corrupt convergence of crime and politics.

00:00 Intro01:02 US-China Rare Earth Deal Awaits Approval03:47 Hegseth: ‘China Is Our Pacing Threat'05:42 Chinese Billionaire Buys Land near Defense Sites06:49 Chinese Agent to Be Sentenced for Running Police Outpost07:33 What Do Secret CCP Police Outposts Do?10:39 Experts Spot Signs That Xi's Power Is Weakening13:46 Rep: Adversaries Aggressively Target Infrastructure19:29 Chinese National Smuggled US Arms to N. Korea20:33 China: Sharpest Factory Price Drop in Nearly 2 Years

The Big Divorce has finally hit. Like a country rock record written by the WWE, the Trump Musk split has been its own kind of kino. But beyond two hotheaded men who secretly still love each other very much, could it be that this marks the schism between tech and MAGA? Meanwhile… that escalated quickly. As LA smouldered over the weekend, Trump punched the nuclear button, demanding to send in squadrons of marines. Whether they storm the beaches of the I-110 is perhaps secondary to the constitutional question: who holds the keys to law and order in a divided America? Finally, right now China is squeezing its rare earth metals. Always wear gloves if you do that at home, but if you do it at a geopolitical level, just get ready for some serious blowback. You can get special paywalled premium episodes of Multipolarity every month on Patreon: https://patreon.com/multipolarity

Thorsten Benner from the Global Public Policy Institute in Germany joined James O'loghlin on Nightlife

P.M. Edition for June 11. China's lock over rare-earth magnet exports helped bring the U.S. back to the bargaining table over trade. WSJ economic policy reporter Gavin Bade discusses how China gave the U.S. some access in the tentative deal, but kept some control, which gives it leverage in future trade negotiations. Plus, arrests grow as more cities plan demonstrations after the unrest in Los Angeles. Journal reporter Sara Nassauer explains how Home Depot became Ground Zero in President Trump's deportation push. And U.S. consumer prices rose slightly in May, defying fears that tariffs would have driven up prices. WSJ investing columnist Spencer Jakab talks about what that means for the Fed's meeting next week. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Could President Trump abolish national monuments?  Arrests made after curfew issued in downtown LA What to know about the birthright citizenship case in front of SCOTUS AI in the sky! How drones are changing warfare tactics Should you renovate your home before you sell it?  Man previously on death row now faces new trial  Threat of potential Medicaid cuts prompts new Utah Coalition How families can disconnect to reconnect

  President Trump has posted on social media today (Wednesday), about a deal he says the US struck with China, related to trade and tariffs. According to the President, there will be a 55 percent tariff on Chinese goods, imported into the US, and the US will be able to get rare earth minerals and magnets from China - that go into things like car batteries and phones, according to ABC. Robert Spendlove, Senior Economist with Zions Bank, joins Greg and Holly to discuss some of the new terms of this proposed deal and the impact on consumers. Greg and Holly discuss the impact of rare minerals involved in the deal and speak with Utah Representative Ray Ward, about Utah could contribute more to mineral production in the US. 

AP correspondent Haya Panjwani reports on a new deal between the U.S. and China.

In today's market update, we explore the sudden 8% drop in Indian Energy Exchange (IEX) shares and the key reasons behind this sharp decline. We also take a closer look at the challenges in sourcing rare earth magnets and how this could impact India's growing automobile industry, especially electric vehicle manufacturers. Additionally, while the overall stock market appears stable, there's been a noticeable dip in investment inflows—what's driving this contradiction? Watch the full video to get detailed insights and expert analysis on these trending financial developments.

In the trade war between the United States and China, the biggest sticking point is a handful of metals that are essential to the U.S. and almost entirely under the control of China.The problem is, China has now cut off America's access to those metals, threatening American industry and the U.S. military. Keith Bradsher explains how the United States became so dependent on China for these metals in the first place, and just how hard it will be to live without them.Guest: Keith Bradsher, the Beijing bureau chief for The New York Times.Background reading: China produces the entire world's supply of samarium, a rare earth metal that the United States and its allies need to rebuild inventories of fighter jets, missiles and other hardware.What to know about China's halt of rare earth exports.For more information on today's episode, visit nytimes.com/thedaily. Transcripts of each episode will be made available by the next workday. Photo: Bert van Dijk/Getty Images Unlock full access to New York Times podcasts and explore everything from politics to pop culture. Subscribe today at nytimes.com/podcasts or on Apple Podcasts and Spotify.

00:00 Intro01:20 US, China Face Off Over Rare Earths in London02:51 Auto Makers 'In Full Panic' Over Rare-Earths Shortage03:24 Boeing 737 Max Lands in China Amid Tariff Standoff04:50 How Can US Compete with Cheap Goods from China?05:17 China Exports to US Fall 35%, Worst in 5+ Years07:13 CIA Director Explains Chinese Intelligence Strategy08:14 Carney, Li Qiang Talk as Canada Balances US-China09:24 Chinese Carrier Sails near Japan's Strategic Island12:48 Southern China Flood: Houses Ruined, Roads Closed14:17 Drought Bakes China's Wheat Belt, Slashing Harvests16:05 Will Gutting SpaceX Contracts Push US Closer to Russia?

- Toyota Opens Japan Dealers to U.S. OEMs - Toyota Launches $18,000 EV In China - GM Doubles EV Sales in U.S. - Tesla Model Y #1 SUV In China - Toyota and Daimler To Merge Japan Truck Ops - Hyundai Stockpiled Rare Earths - AESC Pauses Battery Plant In South Carolina - 3rd-Gen Nissan Leaf Gets Big Changes

- Toyota Opens Japan Dealers to U.S. OEMs - Toyota Launches $18,000 EV In China - GM Doubles EV Sales in U.S. - Tesla Model Y #1 SUV In China - Toyota and Daimler To Merge Japan Truck Ops - Hyundai Stockpiled Rare Earths - AESC Pauses Battery Plant In South Carolina - 3rd-Gen Nissan Leaf Gets Big Changes

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.0:00 Boring Weather Market3:28 US/China Update6:30 "The Funds"7:41 China Pathogen Smugglers8:40 Fake Screwworm Investigation

Plus: President Trump deploys the National Guard to Los Angeles as clashes between protesters and law enforcement continue. And Apple prepares to kick off its annual developers conference. Luke Vargas hosts. Sign up for WSJ's free What's News newsletter.  Learn more about your ad choices. Visit megaphone.fm/adchoices

- U.S. Suppliers Get Rare Earth Reprieve from China - China to Continue Rare Earths To EU - U.S. Auto Imports Plummet in May - China EV Exports Up 19% This Year - Should U.S. Automakers Get Out of China? - Cadillac Unveils Optiq-V - Ram Gets Back in NASCAR - VinFast Bleeds More Red Ink - Marelli Could File for Chapter 11 - Autoline Poll Results

- U.S. Suppliers Get Rare Earth Reprieve from China - China to Continue Rare Earths To EU - U.S. Auto Imports Plummet in May - China EV Exports Up 19% This Year - Should U.S. Automakers Get Out of China? - Cadillac Unveils Optiq-V - Ram Gets Back in NASCAR - VinFast Bleeds More Red Ink - Marelli Could File for Chapter 11 - Autoline Poll Results

The U.S. is already scrambling to catch up with its number-one rival, China, in the race to secure critical materials. But can the Trump administration bring more mining and processing under U.S. control? WSJ senior reporter John Emont and Gracelin Baskaran, director of the Critical Mineral Security Program at the Center for Strategic and International Studies, discuss the economic and security implications of these minerals, the challenges to scaling up U.S. mining interests and the policies that might unlock both supply and demand for domestically produced critical minerals. Kate Bullivant hosts. Further Reading:  Critical Minerals Supply Risks Mount Amid China's Grip, Export Curbs  America's War Machine Runs on Rare-Earth Magnets. China Owns That Market.  Why the U.S. Keeps Losing to China in the Battle Over Critical Minerals  Automakers Race to Find Workaround to China's Stranglehold on Rare-Earth Magnets  Trump Says He Discussed Trade, Rare Earths in Call With China's Xi  Learn more about your ad choices. Visit megaphone.fm/adchoices

China has approved a certain number of export license applications for rare earth-related items, considering rising global demand for medium and heavy rare earth elements driven by industries such as robotics and new energy vehicles.

Start Artist Song Time Album Year 0:00:56 Hot Tuna Been So Long 3:39 First Pull Up, Then Pull Down 1971 Rare Earth 0:05:00 Rare Earth I Just Want To Celebrate 3:31 One World (Vinyl) 1971 joni mitchell 0:09:10 Joni Mitchell All I Want 3:29 Blue 1971 0:12:39 Joni Mitchell Carey 2:59 Blue 1971 Kooper 0:16:26 […]

Listen for the latest from Bloomberg NewsSee omnystudio.com/listener for privacy information.

Headlines:  – Welcome to Mo News (02:00) – Trump Vs. Musk: The Real Implications Of A Public Feud (04:00)  – Supreme Court Rules for Straight Woman in Job Discrimination Suit (19:10) – Supreme Court Blocks Mexico's Suit Against U.S. Gun Makers (21:40) – Trump Administration Ends Emergency Abortion Requirement for Hospitals (23:20) – Trump Says He Discussed Trade, Rare Earths in Call With China's Xi (26:00) – Israeli Forces Recover Bodies of 2 Hostages With U.S. Citizenship Held In Gaza (28:00) – What Will Humans Be Like in 1,000 Years? A Historian Has a Surprising Answer (28:50) Interview: Yuval Harari & Ari Melber – What We're Watching, Reading, Eating (35:00) Thanks To Our Sponsors: – Aura Frames - $30 off best-selling Carver Mat frames | Promo Code: MONEWS – LMNT - Free Sample Pack with any LMNT drink mix purchase – Sonic Power - 20% off | Promo Code: MONEWS – Surfshark - 4 additional months of Surfshark VPN | Code: MONEWS – Industrious - Coworking office. 30% off day pass – Athletic Greens – AG1 Powder + 1 year of free Vitamin D & 5 free travel packs – Incogni - 60% off an annual plan| Promo Code: MONEWS – Saily - 15% off any data plan | Promo Code: MONEWS

In the electrifying conclusion to Tom Bilyeu's conversation with ex-CIA officer Andrew Bustamante, the lens widens to encompass today's global flashpoints. Andrew applies his framework of power, leverage, and outcomes to the powder keg of present-day geopolitics. From Covid conspiracies and biological warfare, to the rise of China, the fate of the U.S. dollar, and the shifting allegiances shaping the 21st century, Andrew breaks down how world leaders really make decisions—far removed from conventional morality. This part takes a deep dive into modern conflict zones including Russia-Ukraine, the Israel-Palestine crisis, and the West's declining grip amid new authoritarian contenders. Tom and Andrew wrestle with the hard questions: Are chemical and biological weapons just another leverage tool? Why are democracies struggling while strongman regimes rise? And what does the America-first, leverage-maximizing approach actually look like in real time? Buckle in for a rapid-fire tour through the next era of global power, what it has to do with everyday life, and why understanding the "spy playbook" has never mattered more. SHOWNOTES41:06 South Africa, Racism, and the Realpolitik of Moral Authority44:22 Mineral Rights, Intelligence, and Considering Long-Term Strategy46:35 Gain of Function, Covid, and the Hard Truth About Bioweapons52:21 Sacrifice and Power—Would Governments Trade Millions for Leverage?56:29 The Powder Keg of 2024: India, Pakistan, Russia, Gaza, and Beyond57:58 The End of American Supremacy and Rise of the New Power Bloc60:11 Democracy vs. Strongman: The Global Leadership Struggle62:19 Europe's Identity Crisis: Allies, Dependency, and Internal Division70:42 China's Long Game, Rare Earths, and U.S. Manufacturing Dilemma79:44 Porter's 5 Forces and The New Economic Wars81:58 Iran's Position, Proxy Wars, and Shifting Middle Eastern Power86:24 Western Values: Will They Defend Them or Fade?91:04 Trump's Geopolitical Report Card and the Future of American Strategy92:55 Where to Follow Andrew Bustamante CHECK OUT OUR SPONSORS Vital Proteins: Get 20% off by going to ⁠https://www.vitalproteins.com⁠ and entering promo code IMPACT at check out ButcherBox: New users that sign up for ButcherBox will receive their choice between steak tips, salmon, or chicken breast in every box for a year + $20 off their first box at ⁠https://butcherbox.com/impact⁠ Monarch Money: Use code THEORY at ⁠https://monarchmoney.com⁠ for 50% off your first year! Netsuite: Download the new e-book Navigating Global Trade: 3 Insights for Leaders at ⁠http://NetSuite.com/Theory⁠ iTrust Capital: Use code IMPACTGO when you sign up and fund your account to get a $100 bonus at ⁠https://www.itrustcapital.com/tombilyeu⁠  Jerry: Stop needlessly overpaying for car insurance - download the Jerry app or head to ⁠https://jerry.ai/impact FOLLOW ANDREW BUSTAMANTE:YouTube: https://www.youtube.com/@EverydaySpyTwitter: https://twitter.com/EverydaySpyInstagram: https://www.instagram.com/everydayspy/Website: https://everydayspy.com/⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Shoot us a Text.Episode #1061: China's rare earth restrictions are causing real pain for Europe's automakers, Costco's gas game and checkout tech are stepping up, and American shoppers are oddly calm about rising tariffs—at least for now.Show Notes with links:China's tightened grip on rare earth exports is starting to squeeze Europe's auto manufacturing sector. With critical materials stuck in red tape and only a quarter of export licenses approved, major OEMs and suppliers are bracing for broader production halts in the coming weeks.CLEPA, the European Association of Automotive Suppliers, says hundreds of export license requests were submitted, but only 25% approved since April.Parts plant shutdowns are already affecting suppliers to VW, Mercedes-Benz, BMW, and Bosch.The slowdown stems from China's April decision to suspend exports of rare earths and magnets amid a trade standoff with the U.S.Delays in customs clearance and license processing are compounding the issue, say VDA (the German Automotive Industry Association) and CLEPA.China may ease restrictions for certain European semiconductor firms, but auto remains at risk.“Production delays and even production outages can no longer be ruled out,” said VDA President Hildegard Mueller.America's third-largest retailer is leaning into its members-first model. Costco is expanding hours at gas stations, testing scan-and-go checkout tech, and adding flexible payment options to stay competitive in a tightening retail race.Gas stations now open nationwide until 10 p.m., with select sites opening earlier too.CEO Rob Vachris says the goal is to drive more foot—and fuel—traffic by boosting convenience.Gas accounted for 12% of Costco's total sales in 2024, thanks to exclusive member access and competitive prices.“Scan & Pay” via smartphone is being piloted to streamline checkout, competing with Sam's Club's tech-forward edge.Costco has also teamed with Affirm for monthly payment plans as shoppers look beyond credit cards.A new survey by Modern Retail highlights that while many Americans are concerned about rising costs and tariffs, their spending behavior has yet to shift significantly.76% of surveyed consumers said they were familiar with recent tariffs; over half believe tariffs increase prices for everyday goods.Despite that concern, 40% reported no notable changes in their purchasing habits.A majority of respondents said they were either delaying planned purchases due to higher prices or had already bought items early to avoid anticipated tariff-related cost increases.Electronics and clothing were identified as the most likely categories to see reduced spending.Over half of respondents expressed optimism about their financial outlook for the next six months.Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

- Tesla Sales Down in China, Again - Marketing Strategy? Musk Disses Trump's Budget - U.S. Car Sales Up in May - Another Ship with EVs Catches Fire - Euro NCAP Critiques Tesla, Volvo - China Rare Earth Ban Shuts EU Factories - VW Sniffs Out Growth in Africa - Nissan Talks 3rd-Gen Leaf - ZF EV Unit: Smaller, Lighter, Stronger, Cheaper

In today's Finshots, we explain how China's rare earth export restrictions is stalling global vehicle production and why India, despite sitting on huge rare earth element reserves, still can't step in to help.