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๐€ ๐Œ๐ž๐ฆ๐จ๐ซ๐š๐ง๐๐ฎ๐ฆ ๐จ๐Ÿ ๐‚๐จ๐จ๐ฉ๐ž๐ซ๐š๐ญ๐ข๐จ๐ง ๐Ÿ๐จ๐ซ ๐•๐ข๐ค๐ฌ๐ข๐ญ ๐๐ก๐š๐ซ๐š๐ญ! Honโ€™ble Prime Minister Shri Narendra Modi is in Japan to attend the 15th Indiaโ€“Japan Annual Summit with Japanโ€™s Prime Minister, His Excellency, Shigeru Ishiba. Both leaders reaffirmed cooperation in key areas including the economy, health, mobility partnership, AI, science and technology, and...

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This is huge for the commodity sector US minerals and supply chain czar David Copley on the US plans to regain independence: - Mining will get a lot of attention from governments around the world - Mining is a priority area for US national development - Critical minerals in the US are priority no. 1 - The US will continue stockpiling minerals - The US wants to increase profitability in the rare earth space - Over the next few years, the US is going to invest 100s of B in the mining sector - The US wants a roadmap for every mineral vital to its economy This is a game changer for the industry, especially with regard to rare earths. Rare earths arenโ€™t rare, but their mining and processing are very environmentally damaging. Western companies with ESG mandates canโ€™t compete with Chinese counterparts, which donโ€™t face these regulations and also enjoy state subsidies. The result was absolute dominance. Chinaโ€™s subsidized low prices forced Western companies out of business and increased Chinaโ€™s market share to up to 97% of rare earth processing and ~60% of rare earth mining. In the future, I wouldnโ€™t be surprised if there are two pricing schemes for critical minerals: one for China/BRICS and one for the West. This race to regain critical minerals independence will lead to more supply shocks and subsequent price spikes.... creating a once-in-a-lifetime opportunity in the commodity space. The era of commodities is about to begin

Lukas Ekwueme

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