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Tariffs, Metals and Force Majeure with Guy Winter

The HC Commodities Podcast

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Export Controls and Rare Earth Challenges

This chapter explores the impact of export controls on heavy rare earth elements, primarily produced in China, and how they lead to supply delays for Western manufacturers. It examines the intricate relationship between tariffs on copper imports and the broader implications for the US industry, including the challenges of domestic production and regulatory hurdles. Ultimately, it discusses the potential for alternative strategies to stimulate growth in the copper sector amidst a backdrop of geopolitical tensions and economic uncertainty.

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