With just four months remaining in 2026, now is a fine time for investors to prepare for 2027 by establishing some new positions or, at a minimum, building watch lists. Hey, it pays to be organized. Part of that exercise should include examination of commodities and the related exchange-traded funds (ETFs) because with inflation still stubbornly high in the U.S., …
Continue ReadingNorth America’s push to reduce its dependence on China for critical minerals is running up against a problem that permitting reform alone cannot solve: it still takes years to determine whether many mining projects are technically and economically viable. In the US, moving a mineral deposit from discovery through development and into commercial production can take more than 30 years, encompassing …
Continue ReadingMagnet capacity expansion drives heavy rare earth demand Between 20,000-30,000 tonnes of magnet capacity is coming online outside of China, according to Swartz. As more capacity comes online between 2030 and 2035, magnet companies need stable access to rare earths supply to produce. The growing magnet industry will drive up demand specifically for heavy rare earths like dysprosium and terbium. …
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