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On this episode of the Roundtable, the panel talked about the forces reshaping global markets, from China’s influence and supply-chain security to AI, geopolitics, Bitcoin, and the growing importance of rare earths. Special thanks to REalloys for joining the discussion and explaining the importance of heavy rare earths, recycling,... show more

Mario Nawfal

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211,183 次观看 • 3 天前 •via X (Twitter)

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On this episode of the Roundtable, the panel talked about Bitcoin, the Iran conflict, and the Strait of Hormuz. They also looked at AI, China, rare earths, and the growing push for stronger U.S. supply chains. The discussion then turned to magnets and why they matter for defense, AI, and manufacturing. The panel also looked at how the U.S. is trying to reduce its reliance on China for critical materials. Special gratitude to REalloys for joining the conversation and sharing what the company is building in the rare earth and magnet space. The team also discussed its U.S. Army partnership, domestic production plans, and recycling efforts. Disclaimer: This episode is for informational and educational purposes only. Nothing discussed on this panel constitutes financial advice. Please conduct your own research before making any investment decisions.

On this episode of the Roundtable, the panel talked about Bitcoin, the Iran conflict, and the Strait of Hormuz. They also looked at AI, China, rare earths, and the growing push for stronger U.S. supply chains. The discussion then turned to magnets and why they matter for defense, AI, and manufacturing. The panel also looked at how the U.S. is trying to reduce its reliance on China for critical materials. Special gratitude to REalloys for joining the conversation and sharing what the company is building in the rare earth and magnet space. The team also discussed its U.S. Army partnership, domestic production plans, and recycling efforts. Disclaimer: This episode is for informational and educational purposes only. Nothing discussed on this panel constitutes financial advice. Please conduct your own research before making any investment decisions.

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🇨🇳🇺🇸 The U.S. can't process rare earths without Chinese equipment, and China just banned specific American companies from buying it. Beijing is tightening its grip on the entire supply chain, not just the raw materials. "You cannot function as an economy where these elements are either free to trade or not free to trade on a weekly basis." The rules change every few days. That's the point. Disclaimer: This content was produced in collaboration with the other party and is intended for informational purposes only. It does not constitute financial or investment advice. Always conduct your own research before making any financial decisions.

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IXR and Advanced Magnet Lab are joining forces to help close the loop on supply of rare earths critical to the US industrial base and defense.

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🇺🇸🇨🇳 One company just removed the acid that dissolves through human flesh from a critical stage of rare earth production. "Everything you touch, everything you use is reliant on these things." Hydrofluoric acid is one of the most dangerous, most regulated parts of building this supply chain, and a major reason so few companies even try to compete with China. Remove that hazard, and you remove one of the biggest obstacles to scaling production outside China, fast. Disclaimer: This content was produced in collaboration with the other party and is intended for informational purposes only. It does not constitute financial or investment advice. Always conduct your own research before making any financial decisions.

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🇺🇸🇨🇳 In the 1990s, the West literally taught China how to process rare earths. Today, China controls 90% of the materials needed to manufacture everything. "If we go to a war with China in the next year, we will have to ask them, can you pause it for one month and start supplying the critical materials to us so that we can start bombing you." That's not a hypothetical. That's the current reality. Disclaimer: This content was produced in collaboration with the other party and is intended for informational purposes only. It does not constitute financial or investment advice. Always conduct your own research before making any financial decisions.

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🇺🇸 China controls over 90% of the world's rare earth processing, the refining step that turns raw ore into the materials every modern device actually needs. Your headphones, your laptop screen, and every AI supercomputer on the planet depend on materials only one nation can refine at scale. "This is what wars are being fought over, will be fought over. This is the leverage of one country over another." America helped build the modern world. Now it needs China's permission to keep building it. Disclaimer: This content was produced in collaboration with the other party and is intended for informational purposes only. It does not constitute financial or investment advice. Always conduct your own research before making any financial decisions.

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In this episode of Solana is Global: Alex Scott interviews kash, COO of Jupiter, discussing the evolution of Solana's ecosystem, user behavior shifts, and the importance of building a comprehensive on-chain finance platform. Listen to full episode 👇

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53,273 次观看 • 7 个月前

Do you know what's rarer than gold or even diamonds? Emeralds. Emeralds are finite natural assets, characterized by geological scarcity and historically recognized as patrimonial assets. VEREM intends to tokenize this scarce asset as a form of global reserve, but not through the mechanics you think of. Your journey to the rabbit hole begins below 👇 Disclaimer: This content was produced in collaboration with the client and is intended for informational purposes only. It does not constitute financial or investment advice. Always conduct your own research before making any financial decisions, especially in highly volatile markets like crypto.

Do you know what's rarer than gold or even diamonds? Emeralds. Emeralds are finite natural assets, characterized by geological scarcity and historically recognized as patrimonial assets. VEREM intends to tokenize this scarce asset as a form of global reserve, but not through the mechanics you think of. Your journey to the rabbit hole begins below 👇 Disclaimer: This content was produced in collaboration with the client and is intended for informational purposes only. It does not constitute financial or investment advice. Always conduct your own research before making any financial decisions, especially in highly volatile markets like crypto.

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92,777 次观看 • 5 个月前

🇺🇸🇨🇳 The U.S. military has less than 6 months to cut every Chinese tie from its rare earth supply chain, and most defense contractors aren't ready. The rule is simple and absolute: no Chinese nexus anywhere in a defense supply chain, not in the raw material, not in any component, not anywhere down the line. This isn't an executive order, it's law, passed years ago, with waivers expiring January 1, 2027. EV companies skate free. Defense contractors don't. The clock is running. Disclaimer: This content was produced in collaboration with the other party and is intended for informational purposes only. It does not constitute financial or investment advice. Always conduct your own research before making any financial decisions.

🇺🇸🇨🇳 The U.S. military has less than 6 months to cut every Chinese tie from its rare earth supply chain, and most defense contractors aren't ready. The rule is simple and absolute: no Chinese nexus anywhere in a defense supply chain, not in the raw material, not in any component, not anywhere down the line. This isn't an executive order, it's law, passed years ago, with waivers expiring January 1, 2027. EV companies skate free. Defense contractors don't. The clock is running. Disclaimer: This content was produced in collaboration with the other party and is intended for informational purposes only. It does not constitute financial or investment advice. Always conduct your own research before making any financial decisions.

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94,374 次观看 • 2 个月前

St George Mining (ASX: SGQ) | Araxá Drilling & Government Tax Support Update Watch the video for the latest update on St George Mining’s Araxá Rare Earths and Niobium Project in Brazil. This video explains how strong drilling results and new tax incentives from the Minas Gerais Government could accelerate development at one of the Western world’s most significant critical minerals projects. Key points covered: * High-grade drilling results at the Araxá Project * Up to 18% goods tax exemption granted by the Minas Gerais Government * Globally significant resource of 41.2Mt @ 0.68% Nb₂O₅ and 40.6Mt @ 4.13% TREO * Why Araxá is gaining attention in the rare earths supply chain ⚠️ This video is not financial advice. Please do your own research before making any investment decisions. #StGeorgeMining #SGQ #RareEarths #Niobium #CriticalMinerals #ASXStocks #MiningNews #EnergyTransition #BrazilMining #ResourceStocks

St George Mining (ASX: SGQ) | Araxá Drilling & Government Tax Support Update Watch the video for the latest update on St George Mining’s Araxá Rare Earths and Niobium Project in Brazil. This video explains how strong drilling results and new tax incentives from the Minas Gerais Government could accelerate development at one of the Western world’s most significant critical minerals projects. Key points covered: * High-grade drilling results at the Araxá Project * Up to 18% goods tax exemption granted by the Minas Gerais Government * Globally significant resource of 41.2Mt @ 0.68% Nb₂O₅ and 40.6Mt @ 4.13% TREO * Why Araxá is gaining attention in the rare earths supply chain ⚠️ This video is not financial advice. Please do your own research before making any investment decisions. #StGeorgeMining #SGQ #RareEarths #Niobium #CriticalMinerals #ASXStocks #MiningNews #EnergyTransition #BrazilMining #ResourceStocks

St George Mining Ltd

36,798 次观看 • 6 个月前

69 𝕏 MINUTES: “THIS ISN’T JUST A NEW MODEL – IT’S A NEW MINDSET” ESGold Corp.: “For decades, mining relied on high risk and heavy CapEx. At ESGold, we’ve taken a different approach. We target legacy mine sites , known volumes, known grades, to recover value from yesterday’s waste. Low CapEx, lower risk, and environmentally positive. Jobs, cleanup, community renewal. We’re not here to compete with the old model…we’re here to raise the bar for what mining can be.” This episode is sponsored by TMI Digital on behalf of ESGold. ESGold is dedicated to cleaning up the environment and rewarding shareholders with near-term gold production. Disclaimer: The ESGold segment was produced in collaboration with the client and is intended for informational purposes only. It does not constitute financial or investment advice. Always conduct your own research before making any financial decisions.

69 𝕏 MINUTES: “THIS ISN’T JUST A NEW MODEL – IT’S A NEW MINDSET” ESGold Corp.: “For decades, mining relied on high risk and heavy CapEx. At ESGold, we’ve taken a different approach. We target legacy mine sites , known volumes, known grades, to recover value from yesterday’s waste. Low CapEx, lower risk, and environmentally positive. Jobs, cleanup, community renewal. We’re not here to compete with the old model…we’re here to raise the bar for what mining can be.” This episode is sponsored by TMI Digital on behalf of ESGold. ESGold is dedicated to cleaning up the environment and rewarding shareholders with near-term gold production. Disclaimer: The ESGold segment was produced in collaboration with the client and is intended for informational purposes only. It does not constitute financial or investment advice. Always conduct your own research before making any financial decisions.

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84,908 次观看 • 1 年前