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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@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