China Decoupling & Rare Earth Supply Chains

ByteDance implicated in $2.5B GPU cloud transfer circumventing export controls. USA Rare Earth rallies on Iran tensions and Commerce backing. Lynas inks DoD offtake deal. REalloys Ohio plant onshoring heavy rare earths. Trump AI regulation executive order framing. New: Trump administration announces $58M in critical mineral deals (graphite, tantalum, niobium, boron) at White House Roundtable, backed by EXIM bank.