China
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Investor.Coffee (9.25.2023): As September concludes, markets worldwide display volatility, reflecting the complexities of geopolitics
Canada in Focus Canadian markets are showing signs of weakness as metal prices take a dip. Alongside this,…
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The Critical Minerals Institute Report for September 2023
Welcome to the mid-September 2023 Critical Minerals Institute (“CMI”) report, designed to keep you up to date on…
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Ecclestone: The BRICS, More Hype than Substance?
In a recent Investor.News interview, Tracy Weslosky spoke with Christopher Ecclestone, Principal and mining strategist of Hallgarten &…
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How the Current State of Critical Mineral Supplies in the DRC Impacts the US
In an InvestorIntel interview with the Critical Minerals Institute Chairman Jack Lifton, Melissa Sanderson, the President of North…
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A Tale of Two Critical Mineral (Rare Earths) Markets, the Subsidized and the Unsubsidized
The twenty-first century began with an unprecedented (outside of war) mammoth growth of demand for the ores of…
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Assessing Winners and Losers in the Global Financial Markets if China Invades Taiwan
In recent months China has escalated tension over Taiwan. An example of this came last month when CNN…
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Examining the Pricing Challenges of Rare Earths in China’s Market from a Global Perspective
Ten years ago during the last rare earths supply “crisis,” Mr. Yi Gang, then Vice Governor of the People’s Bank…
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Assessing China’s Potential Rare Earth Export ‘Bomb’: Dud or Threat?
Recent press reports suggest that China might ban export to the US of rare earth-related products and technologies,…
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Is China’s ‘reported’ potential ban of rare earth magnet technology a paper tiger?
On April 6 Nikkei Asia reported: “China weighs export ban for rare-earth magnet tech. Beijing looks to strike…
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Are we slaves to Russian uranium processing?
I think that investors in an economy to be based on decarbonized energy sources have very limited choices.…