evs

SpaceX’s IPO priced at $135/share raised $75 B and values the rocket company near $1.75 T. Tesla’s stock, meanwhile, slipped from $435 in May to $400 in June. Investors are flocking to the space-data theme and leaving EV stocks behind as subsidies wane and competition intensifies. Risk tolerance remains high, but watch for rotation if AI and space valuations overshoot.
#TeslaLagsSpaceXInIPOWeek #SpaceXIPO #EVs $TSLA $SPCX @elonmusk @SpaceX

China has expanded its export controls by barring dual-use item supplies to major U.S. rare earth producers, including MP Materials and USA Rare Earth. This latest escalation from Beijing’s Ministry of Commerce targets 10 American entities in total, heavily impacting companies driving the West's domestic critical mineral supply chain.
🔍 Key Takeaways:
The Targets: Major players like MP Materials (operators of the Mountain Pass mine in California) and USA Rare Earth are now blocked from receiving China-origin dual-use materials, technology, or equipment.
The Ripple Effect: Because China still controls over 90% of global rare earth processing capacity, these restrictions place immediate pressure on the supply chains for electric vehicles (EVs), defense systems, wind turbines, and semiconductor manufacturing.
Geopolitical Retaliation: Framed as a national security measure, the move is a direct counter-punch to recent U.S. blacklisting of Chinese tech firms and the G7's agreement to cap reliance on Chinese rare earths.
As the tech and resource race intensifies, this permanently shifts the timeline for Western automakers and defense tech firms to aggressively de-risk and build fully independent supply chains.
#ChinaAddsUSRareEarthProducersToExportControls #SupplyChain #Geopolitics #RareEarths #TechWar #EVs
$SPCXB