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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

OpenAI Pushes for Policies to Offset AI’s Impact | Bloomberg Tech 4/6/2026

Bloomberg’s Caroline Hyde and Ed Ludlow speak with OpenAI’s Chief Global Affairs Officer Chris Lehane about the company’s new policy proposals to help manage the rapid changes brought about by artificial intelligence. Plus, Oracle names a new CFO to help the company navigate massive data center development plans and a cash crunch. And, NASA’s Artemis…

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Bloomberg’s Caroline Hyde and Ed Ludlow speak with OpenAI’s Chief Global Affairs Officer Chris Lehane about the company’s new policy proposals to help manage the rapid changes brought about by artificial intelligence. Plus, Oracle names a new CFO to help the company navigate massive data center development plans and a cash crunch. And, NASA’s Artemis II is set to pass at the closest distance that humans have come to the lunar surface in 50 years.
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“Bloomberg Technology” is our daily news program focused exclusively on technology, innovation and the future of business hosted by Ed Ludlow from San Francisco and Caroline Hyde in New York.

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New Dark Comedy Takes Aim at Wannabee Tech Titan

AMC’s dark comedy The Audacity takes aim at the greed and cynicism of Silicon Valley. Executive Producer Jonathan Glatzer and actor Billy Magnussen discuss how real-world events imitate the show’s narrative with Caroline Hyde and Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full…

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AMC’s dark comedy The Audacity takes aim at the greed and cynicism of Silicon Valley. Executive Producer Jonathan Glatzer and actor Billy Magnussen discuss how real-world events imitate the show’s narrative with Caroline Hyde and Ed Ludlow on “Bloomberg Tech.”
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SpaceX Expected to Kick Off a Wave of Mega IPOs

SpaceX is preparing for its market debut at a valuation that could top $2 trillion, according to sources. It’s expected to be the first in a bumper crop of mega initial public offerings in the next 12 months. Lise Buyer, founder and partner at IPO advisory firm Class V Group, joins Caroline Hyde and Ed…

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SpaceX is preparing for its market debut at a valuation that could top $2 trillion, according to sources. It’s expected to be the first in a bumper crop of mega initial public offerings in the next 12 months. Lise Buyer, founder and partner at IPO advisory firm Class V Group, joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech.”
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