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United States
2026-09-20 08:04:11

U.S. Treasury Secretary Bessent to discuss AI and rare earth issues with China today

Techub News reported that U.S. Treasury Secretary Bessent is set to hold talks with the Chinese side today on issues related to artificial intelligence and rare earths. The discussion is expected to cover AI development, supply chain security, and cooperation on critical minerals. The report framed these topics as core concerns spanning bilateral trade, technology, and economic relations. The cited source for the update was @Kalshi. No additional details on the format of the talks or the participants on the Chinese side were provided in the brief.

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U.S. Treasury Secretary Bessent to discuss AI and rare earth issues with China today
US policy
2026-08-23 08:16:10

Serenity says recent U.S. policy papers point to space, minerals and supply-chain themes

Serenity, known on X as the 「white-haired stock guru」, said a recent run of U.S. government fact sheets has made the country’s next policy priorities easier to identify for investors tracking sector allocation. In her view, the clearest signal this week came from a policy document tied to the 「Golden Age of Space Transportation」, which put the space industry in focus and set a target of 1,000 launch and reentry missions per year by 2030. She said that goal could support the launch business and benefit companies across the space supply chain, including rocket manufacturers such as Rocket Lab (RKLB). Serenity also pointed to other policy areas highlighted by Washington this month, including tariffs on drone components, U.S. mining and cooperation on critical mineral resources, adjustments to polysilicon supply-chain tariffs, and other strategic industry measures. She said continued tracking of official policy fact sheets can offer a more direct read on which industries may draw the capital market’s attention and where potential investment opportunities could emerge.

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Serenity says recent U.S. policy papers point to space, minerals and supply-chain themes
United States
2026-08-16 07:08:03

US Draft Letter Would Push 35 Countries to Choose Between Pax Silica and China’s WAICO

A draft internal letter obtained by Reuters shows the US State Department is preparing to tell 35 countries that they cannot stay in both Washington’s and Beijing’s AI camps at the same time. Under the draft, any country that joins China-backed WAICO would be excluded from cooperation under Pax Silica, a US-led framework focused on semiconductors, AI models, and critical minerals. The letter is expected to go to the 35 signatories of the June “AI Opportunity Statement,” a group that includes countries such as Japan, South Korea, Australia, the UK, Germany, India, Singapore, Israel, the UAE, Qatar, and Kazakhstan. Reuters said it could not confirm when the letter would be sent or whether the text would change before release. The State Department declined to comment on what it called a leaked internal document. Reuters identified Kazakhstan as the immediate trigger for the move. The country, which holds large reserves of critical minerals, joined Pax Silica in June but also entered Beijing’s orbit, making it the only known country currently tied to both sides. The report also contrasted the pace of the two blocs: WAICO, launched in mid-July and headquartered in Shanghai, signed up 29 countries within a month, while Pax Silica has taken more than half a year to attract about 25 signatories.

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US Draft Letter Would Push 35 Countries to Choose Between Pax Silica and China’s WAICO
Bank of Ameri
2026-08-12 15:56:54

Bank of America Announces $250B U.S. Infrastructure Investment Plan

According to Fortune, as relayed by ChainCatcher, Bank of America announced on Wednesday a $250 billion infrastructure investment plan. The bank promised to invest the funds across critical U.S. infrastructure within the next twelve months. The plan encompasses data centers and computing capacity, renewable energy generation, energy storage, natural gas, electricity transmission networks, and critical minerals and mining. These areas span digital, energy, and resource sectors. The stated objectives are to support energy security, boost job growth, and enhance economic competitiveness. The investment will be directed to infrastructure considered critical to the United States. The plan covers traditional energy as well as clean energy, and also includes mining for key minerals. The timeframe is one year. The total amount is $250 billion. This is a major capital commitment announced by the bank on Wednesday. The news was reported by Fortune and relayed by ChainCatcher.

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Bank of America Announces $250B U.S. Infrastructure Investment Plan
Serenity
2026-08-08 04:46:48

Serenity: White House's Critical Minerals Push Is a Policy Shift, but Funding Still Too Small

On Aug. 8, Serenity said the White House finally starting to invest more in critical minerals and materials is an important policy turn that supports critical U.S. supply chains. In the listed-company space, FEAM received $8 million, mainly for boron development, and HREE received $4.8 million focused on magnetic rare earth materials. The U.S. government has also committed funds to private firms, including $150 million to Niron Magnetics and $85 million to Standard Bauxite. Serenity described the amounts as “pocket change” for the U.S. government, but said they can still leverage large downstream industry applications and reduce supply-chain risk for critical materials. Even so, he believes current investment remains insufficient to fully solve the problem. More funding is needed, he argued, to accelerate critical-mineral projects and lower risks across the industrial chain. Serenity stressed he holds none of the stocks mentioned and only supports the policy direction, not individual companies.

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Serenity: White House's Critical Minerals Push Is a Policy Shift, but Funding Still Too Small