The West’s Rare Earth Comeback Has Finally Begun

Beijing is now desperately attempting to bring rare earth manufacturing back inside its own borders, exclusively. New Chinese export restrictions specifically target American plans to begin the country’s first commercial production of rare earth magnet materials by 2027.  Companies mentioned in today’s commentary includes:  Realloys Inc. (ALOY), NioCorp Developments Ltd. (NASDAQ: NB), Perpetua Resources Corp. (NASDAQ: PPTA), USA Rare Earth, Inc. (NASDAQ: USAR), Comstock Inc. (NYSE American: LODE), Uranium Energy Corp. (NYSE …

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Gold Holds Firm as Chinese Demand Strengthens While Silver Awaits Its Next Catalyst

Chinese Gold Imports Set to Top Last Year as Hong Kong Expands Vault Capacity While John Paulson Calls Gold a Long-Term Bull Market Precious metals posted modest weekly gains, with spot gold closing at $4,055/oz and spot silver price finishing at $58.11/oz, while the gold-to-silver ratio rose to 69:1, signaling gold modestly outperformed silver during the week. Investor John Paulson remains firmly …

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Copper supply may face 25% deficit by 2035 despite record prices: IEA

Global primary copper supply could face a 25 per cent deficit by 2035 despite copper prices reaching record highs, as the pace of new project development remains inadequate, according to a report by the International Energy Agency (IEA). The report said copper is one of the most strategically important metals and is widely used across sectors such as energy, transport, …

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