
Rorat FeiadIend
53 posts

Rorat FeiadIend
@Jennifer9430
Apasionada del arte y la música



Copper is continuing to vanish off the LME. Stocks are down to 308,750t today with 108,725t already flagged for withdrawal. China draws are strong, the import arb wide open, CIF premiums climbing. Now even concentrate TCRCs have gone negative. All signs point to a bullish copper market.


"Everything is either mined or farmed." Marna Cloete, President and CEO of @IvanhoeMines_, on why we went to the DRC to build the tier-one Kamoa-Kakula Copper Complex ... and what it takes to do that responsibly. #WMC2026




Shortages of scandium and other rare earths are squeezing the Japanese economy due to its overdependence on imports from a single source, geopolitical volatility, and export restrictions, Reuters reports. Japanese corporations are increasingly warning of shortages of rare earths, which are critical to a wide range of applications in next-generation technologies, advanced manufacturing, and defence. This feels like a new-economy canary in the coal mine. Last month, American companies also expressed growing concern about their dwindling and increasingly restricted supply of rare earths due to export restrictions and licensing delays. Japan is perhaps in the most trouble now, but this problem is not isolated to any one country. “Japan's economy took a hit in 2010 during a previous bout of trade restrictions,” said @Reuters reporter @SatoshiJournal, “but the effect could be worse this time around now that rare earths have grown in importance in a variety of supply chains.” Governments around the world have long outsourced the production and processing of scandium and rare earths, and we are starting to see the negative effects of this overreliance come to fruition. Bringing new rare earths projects online and establishing domestic or friend-shored sources is vital to sustaining global economic growth. Projects that establish reliable, long-term supplies of rare earths are becoming increasingly important. Sunrise Energy Metals is developing the Syerston Scandium Project, the world’s largest and highest-grade scandium deposit. Today, scandium is usually mined as a by-product in operations targeting other metals. Syerston will become the first mine designed to specifically target this essential rare earth. Our deposit holds over 32,000 tonnes of contained scandium in mineral resources: enough to meet global demand for many decades to come. Find out more about Sunrise Energy Metals’ Syerston Scandium Project: sunriseem.com Read the Reuters article: reuters.com/world/china/co… #RareEarths #SupplyChains #Scandium #Technology














