Look for Chinese embargo on exports of REEToday it was announced that Trump is about to add another $200 billion in tariffs on Chinese imports and the next step is to put a tariff on ALL Chinese imports--totals more than $500 billion. That amounts to the most extreme of trade wars. Expect the Chinese to respond in the most extreme way and be ready to go "nuclear". I speculate that would include an embargo on critical metals exports, including rare earths. They already have shown their willingness to use a rare earths embargo as a weapon as the did when things got serious with Japan a decade or so ago. Bullish for UCU/UURAF and REEMF.
https://www.washingtonpost.com/business/2018/09/07/trump-threatens-tariffs-billion-chinese-goods-expanding-trade-war-all-chinese-imports-entering-us/?utm_term=.d68e18c655e5