Im predicting BHP and Faraday will have some sort of agreement this year whether thats a partnership or whether Faraday takes ownership of some assets that BHP currently hold but are deemed non core.
Rare earth elements (overall or many individual REEs)
Scandium
Cesium
50%+ Net-Import Reliant
Cobalt
Lithium
Copper (refined inputs especially)
Platinum group metals (platinum/palladium)
Lithium
Antimony US
Silver
Platinum/Palladium
. . .
Uranium Miners ... little and then some big
The devil is in the details ... I just think we have a long row to hoe ... China ate our lunch ... and everything we need is still filling their plate their plate ...
"Josh Phair describes the current silver market as a contest over physical control rather than a textbook short-squeeze narrative. Things are feeling more like a bidding-war as international pricing cooperation begins to collapse and competing sovereigns vie for above-ground supplies. In his view, price behavior is being shaped by sovereign demand, institutional inventory management, and jurisdictional custody preferences, not primarily by retail positioning."
TMQ (Ambler District) has both Gallium and Germanium - obviously, they still need to build the road, but eventually US will be getting at least some of its Ga and Ge supply domestically from this district in Alaska
Im predicting BHP and Faraday will have some sort of agreement this year whether thats a partnership or whether Faraday takes ownership of some assets that BHP currently hold but are deemed non core.
Thank You ... ! Really detailed article ...
BTO and / or ADDED To:
100% Net-Import Reliant
Natural graphite
Rare earth elements (overall or many individual REEs)
Scandium
Cesium
50%+ Net-Import Reliant
Cobalt
Lithium
Copper (refined inputs especially)
Platinum group metals (platinum/palladium)
Lithium
Antimony US
Silver
Platinum/Palladium
. . .
Uranium Miners ... little and then some big
The devil is in the details ... I just think we have a long row to hoe ... China ate our lunch ... and everything we need is still filling their plate their plate ...
Josh Phair, CEO of Scottsdale Mint, talking about Silver, JPM, China, and the bigger pix in the the Americas - https://www.youtube.com/watch?v=B-Zu7e11d1Y&t=525s
https://www.scottsdalemint.com/articles/2026/metals-exec-silver-physical-market-under-strategic-pressure/?utm_source=Klaviyo&utm_medium=campaign&utm_campaign=Market%20News&utm_id=01KF17WSJEY7ZND614PVA7AW4P&_kx=2DnPsoDVHm4xDKaxCVUzxFkVGxMPKljsEc7zyNMAufwaTjDMnNlFrIbJGQmjLyia.VBVAAN
"Josh Phair describes the current silver market as a contest over physical control rather than a textbook short-squeeze narrative. Things are feeling more like a bidding-war as international pricing cooperation begins to collapse and competing sovereigns vie for above-ground supplies. In his view, price behavior is being shaped by sovereign demand, institutional inventory management, and jurisdictional custody preferences, not primarily by retail positioning."
TMQ (Ambler District) has both Gallium and Germanium - obviously, they still need to build the road, but eventually US will be getting at least some of its Ga and Ge supply domestically from this district in Alaska