Javier Blas on China's Rare Earths Dominance

Bullish

• $OPEC— OPEC is likely to maintain market share and support oil prices, potentially through strategic actions to counter US shale growth.

  • “You need OPEC to play ball and accept that they're gonna lose market share forever and ever, and I don't think that they're on that business.”

    Javier·27:56Hear it

Bearish

• $RAREEARTH— Rare earth metals may be overvalued as a strategic resource, with US import data suggesting their economic importance is overstated.

  • “The United States imported last year in 2024, according to US government data, a grand total of, give me the theme music, a 70,000,000 of rare earth metals. No. No. Billion. Million. A hundred and 70 million.”

    Javier·5:18Hear it
• $OILSERV— Oil services companies may face challenges due to potentially lower US oil production at current price levels.

  • “At current prices, certainly, we are likely to see lower American oil production than higher.”

    Javier·17:36Hear it

Not investment advice.