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Expanding US Rare Earths Supply Chain

President Donald Trump announced a rare earths deal with Australia during a White House meeting. Rob Thummel, senior portfolio manager at Tortoise Capital, discusses how the deal could impact markets and why investing in utilities and the underlying infrastructure for AI is a winning bet. He joins Ed Ludlow on “Bloomberg Tech.” ——– Like this…

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President Donald Trump announced a rare earths deal with Australia during a White House meeting. Rob Thummel, senior portfolio manager at Tortoise Capital, discusses how the deal could impact markets and why investing in utilities and the underlying infrastructure for AI is a winning bet. He joins Ed Ludlow on “Bloomberg Tech.”
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2 Comments

2 Comments

  1. @dedenisty

    October 21, 2025 at 5:46 pm

    Despite the name, rare earths aren’t actually rare, they’re common. The problem is the refining process, which relies on Chinese technology 😅

    • @daShadoSage

      October 21, 2025 at 7:25 pm

      Nothing China is doing can not be reproduced. No one has needed to or tried until now. And please don’t bring up patents. US and others can do what China has done if needed, hire away experts at large contracts and reproduce the tech under national security concerns. China can try to sue at the Word Trade or International Court… whose rulings they often ignore

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Bloomberg Technology

SK Hynix Starts Trading on Nasdaq, Opens 14% Above Offer Price | Bloomberg Tech 7/10/2026

Ed Ludlow sits down for an interview with SK Group Chairman Chey Tae-won from the Nasdaq to discuss SK Hynix’s US listing, the biggest-ever by a foreign company. Meanwhile, Bloomberg’s David Gura takes a look at SK Hynix shares as they start trading on the Nasdaq, and dives deeper into the listing’s impact on the…

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Ed Ludlow sits down for an interview with SK Group Chairman Chey Tae-won from the Nasdaq to discuss SK Hynix’s US listing, the biggest-ever by a foreign company. Meanwhile, Bloomberg’s David Gura takes a look at SK Hynix shares as they start trading on the Nasdaq, and dives deeper into the listing’s impact on the rest of the US chip sector.
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SK Chairman Chey Tae-won on SK Hynix Debut, AI Demand and US Plans

Chey Tae-won, chairman of SK Hynix parent SK Group, says they waited a long time to list SK Hynix in the US and calls it a “dream come true.” The head of the South Korean chipmaker talks about raising $26.5 billion in the largest-ever US listing by a foreign company and also discusses the outlook…

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Chey Tae-won, chairman of SK Hynix parent SK Group, says they waited a long time to list SK Hynix in the US and calls it a “dream come true.” The head of the South Korean chipmaker talks about raising $26.5 billion in the largest-ever US listing by a foreign company and also discusses the outlook for AI demand and his US investment plans.
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SK Chairman Says He Has ‘Much, Much Bigger’ Plans for US

Chey Tae-won, chairman of SK Hynix parent SK Group, discusses his plan to invest more money in the US. He speaks with Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:   Get…

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Chey Tae-won, chairman of SK Hynix parent SK Group, discusses his plan to invest more money in the US. He speaks with Ed Ludlow on “Bloomberg Tech.”
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