Dominic Lee

NEWS: U.S. Business Group Warns Some Critical Minerals Are Now “Nearly Unobtainable” From China $MP $USAR $UAMY $ALOY $AREC $TMC The U.S.-China Business Council said in a report that some rare earth elements remain "nearly unobtainable." "Despite some progress, confidence in longer term access remains low," USCBC said based on results of its annual member survey conducted in February and March. According to its survey, of 38 impacted companies, 29% said they were actively shifting to non-Chinese suppliers of critical minerals while 47% said they were searching for but had not yet found viable alternatives to China. "China is forcing this diversification away from China and creating a strong interest on the part of the corporate sector to find alternatives," USCBC President Sean Stein told Reuters. Samarium cobalt magnets, important for high-temperature aerospace and defense applications, and yttrium and cadmium were among ⁠minerals that were still very difficult for U.S. companies to access, Stein said. Kyle Sullivan, USCBC vice president, said securing finished rare earth magnets - not just the minerals themselves - was a challenge due to China's hold over both mining and processing. "That's the ⁠perfect case for congressional involvement, because it can't be solved by the Trump administration alone," Stein said. reuters.com/world/china/us…

🚨Insider Trade Alert🚨! Chief Operating Officer Rosenthal Michael Stuart has purchased 10,000 shares in $MP MP Materials Corp. / DE worth $543,000.00 $MP current value: $54.30 Market: NYSE full disclosure: sec.gov/Archives/edgar… Company Overview: MP Materials Corp., together with its subsidiaries, produces rare earth materials in the Western Hemisphere. It operates in two segments, Materials and Magnetics.

My top picks in #uranium, #silver, #copper, #potash and #graphene 👇 Uranium Major producers $CCJ and $KAP should benefit significantly. $DNN and $NXE are now permitted but may face rising capex due to inflation, still solid picks in my view. $UUUU and $EU with current U.S. production. $UEC starting up slowly, but being unhedged will probably give them an advantage. Explorers: Skyharbour $SYH, currently drilling near Denison’s Wheeler River. Myriad Uranium $M.CN, a low-cap company with a project that could host one of the largest deposits in the U.S. based on historic results and new radiometrics (drilling starts in in June). Noble Plains $NOBL, a tiny explorer that recently published a maiden resource at Duck Creek: 6.36M lbs U₃O₈ (with lots of upside) in the heart of the Powder River Basin, next door to Cameco and UEC. F3 Uranium $FUU, the team behind four discoveries. If they can connect the high-grade JR Zone with the new Tetra Zone, this will be huge. Silver Established miners like $HL, $AG, and $PAAS should perform well. I also like $HYMC, currently drilling one of the largest deposits in the world. My latest addition is GR Silver $GRSL.V, that recently drilled a monster hole. $JTWO is my wildcard, a low-cap company that recently reported bonanza-grade silver samples. 3,100 g/t Ag in grab samples from waste dumps, showing there is really high-grade silver in the system. Potash American Critical Minerals $KCLI is sitting on a massive project in Utah’s Paradox Basin, with exploration target of 600M–1B tonnes of sylvinite, and grades ranging from 19–29% eKCl. Copper Copper will continue to surge in the super commodity cycle. Copper Giant $CGNT has a huge deposit and is my only holding for now, though I might add a few producers. Ideas are welcome. Graphene Hydrograph $HG $HGRAF has something unique, a new supermaterial that will transform an indefinite amount of products and sectors. Currently my biggest single holding. Disclosure: I have paid partnerships with Myriad Uranium, Skyharbour Resources, J2 Metals, Noble Plains Uranium, American Critical Minerals and F3 Uranium. Not financial advice. Please do your own due diligence.