George Tsilis examines the move lower in rare earth stocks like MP Materials (MP), USA Rare Earth (USAR) and Critical Metals (CRML). Over the weekend, Treasury Sec. Bessent indicated willingness from his Chinese counterparts to delay export controls of its rare earth minerals. As George explains, China currently produces the majority of the entire world's supply of rare earths used in magnets and next gen technology. He underscores the importance of these stocks moving on headline news, suggesting caution for investors looking to enter the space.