North American Tungsten Corporation Ltd (NATUF)

[StockRoomBully]

China passes export control law with potential for rare-earths ban Legislation empowers government to cast wide net on foreign companies

The passage marks another step in the tit-for-tat escalation between China and the U.S., which has been strengthening sanctions on Huawei Technologies.

The new Chinese law goes into effect on Dec. 1, after the U.S. elections."

This open the door for Non-Chinese Rare Earth Minerals producers like $Natuf Closest nieghbor Canada Cantung Mine and Avalon Mine


https://asia.nikkei.com/Politics/International-relations/US-China-tensions/China-passes-export-control-law-with-potential-for-rare-earths-ban


Remember Seeking Alpha article if a ban were to be compliment what would happend


Conclusion

The US-China trade war appears to be morphing into a tech war. A key driver of that tech is the rare earth elements.

What we may see next if China bans rare earth exports to the US is a rare earths shock to supply, which has the potential to disrupt part of the US high tech sector.

Should this occur non- Chinese rare earth producers can be big winners, and near term producers may see a new found support to rush them into production.

Investors need to remember the past week or two has seen a significant rally in the sector in anticipation of a China ban.

This may mean we get a lot of short term volatility in the sector, and some pull back of prices should no China ban occur. Despite this investing in the quality rare earth miners is a good long term strategy, as rare earth demand is set to outstrip supply, especially for the magnet rare earths NdPr.


https://seekingalpha.com/amp/article/4278096-what-china-bans-rare-earth-exports-to-u-s


Trade war swap

https://twitter.com/StockRoomBully/status/1318333647603335170?s=19