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Rare Earths Show What Trump Gets Right, and Wrong, on Trade - Barron's

1. U.S. tariffs on China now at 145%, affecting trade dynamics. 2. China halts deliveries of Boeing jets amid trade tensions. 3. Rare earth metals critical for defense, aviation, and electronics. 4. U.S. plans 'mine to magnet' strategy for rare earths by 2027. 5. Tariffs could increase import costs without fixing supply issues.

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FAQ

Why Bearish?

China's halting of Boeing deliveries signals a direct trade threat, possibly reducing BA sales. Historical precedents show significant drops in share prices during trade wars.

How important is it?

The article highlights the risk of trade restrictions affecting BA amidst broader market uncertainties, influencing investor sentiment.

Why Short Term?

Immediate effects on Boeing's supply chain and sales can occur within weeks due to delivery disruptions.

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