Good afternoon and Happy Halloween, readers! It’s hard to believe that another month has come and gone so quickly, with the end of the year inching closer in sight.

In today’s newsletter: Treasury Secretary is laying out a bold timeline for the United States to end its reliance on Chinese rare earths. His comments come just one day after President and Chinese President reached a truce over China’s rare earth export controls.

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Meanwhile, we also provide some updates o

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