CNBC via Cramer has been mentioning Mexico and rare earth over...

CNBC via Cramer has been mentioning Mexico and rare earth over the last couple of nights.
This is an Ai enhanced view of what was said.
All bodes well for EVR IMO!

Recent "Squawk Box" discussions have highlighted the importance of Mexico as a potential emerging hub for rare earth elements, driven by foreign investments, government incentives, and the global push for supply chain diversification away from China. This interest in Mexico's rare earth potential comes amid concerns about China's dominance in rare earth production and processing, and the potential for disruptions in the global supply chain.

Elaboration:

• Mexico's Potential:

  The "Squawk Box" has emphasized that Mexico is gaining recognition as a key player in the rare earth market, driven by factors like foreign investments, government incentives, and the growing demand for these materials in the clean energy and EV industries.
• Global Supply Chain Concerns:

  The discussions have highlighted concerns about China's significant control over rare earth processing and the potential for disruptions in the global supply chain, particularly if China chooses to restrict exports or raise prices.
• Diversification Efforts:

  The "Squawk Box" has pointed to the global push for diversifying supply chains away from China, and Mexico's potential to meet that need.
• China's Dominance:

  While China currently dominates rare earth mining and processing, the "Squawk Box" has also noted efforts by other countries, including the United States, to develop their own domestic processing capabilities.
• Trade Tensions:

  The rare earth issue has become entangled with broader trade tensions between the U.S. and China, with the U.S. seeking to reduce its dependence on China for these critical materials.