Wealthion - kn csv

Posts about:

critical minerals

Critical Minerals Alert, Package Problems and More in Wealthion Macro Bites 8/22

–The journal Science published a Colorado School of Mines report studying geochemistry of 70 critical minerals at 54 active U.S. mines with the conclusion that recovery of 90% of these minerals (which currently end up in tailings) could satisfy nearly all of U.S. critical mineral needs.  For example, there is enough lithium in one year of U.S. mine waste to power 10 million electric vehicles (and enough manganese for 99 million EV’s).  The report demonstrates significant potential for the DOE’s recently announced funding initiatives aimed at accelerating domestic production, processing and recycling of critical minerals.

Read More

Copper Stocks are Fluctuating Now, But Analysts Say There is the Potential For Long-Term Gain

We’re launching our month-long deep dive into Copper as an investment. A crucial element in the development of AI components, EVs, and green energies, copper is on the move. But with global inventories plummeting and some stocks taking a dip as investors take short-term profits, what is its future? In this special episode, Wealthion partners with SCP Resource Finance to talk to some of the biggest copper miners in the world about their projects and the future of Copper.

Read More

The Commodity Supercycle Is Back: Gold, Silver, Rare Earths | David Wargo

In this high-conviction, high-energy interview, SCP Resource Finance CEO David Wargo joins Trey Reik to lay out why the next big macro move is into commodities, driven by a weakening dollar, a race for critical minerals, and an urgent shift away from China-dominated supply chains.

Read More

Rare Earths Crisis: China’s Monopoly Is a Wake-Up Call for The West

China sets the price, and the West scrambles to keep up. In this insightful interview, Justin Chan, Head of Research at SCP Resource Finance, sits down with Trey Reik to explain why 90 % of heavy rare earths are still processed in China, how that gives Beijing pricing power over EVs, wind turbines, and defense tech, and why even top-tier mining projects are barely breaking even.

Read More