The U.S. is building a $12B critical-minerals stockpile through Project Vault, backed by a $10B EXIM loan and about $2B in private capital. Glencore has now joined as its fourth named supplier with a $500M commitment. #Mining#CriticalMinerals#SupplyChain
China still refines 85% of the world's rare earths and 72% of critical minerals, despite growing U.S. investment. Washington is now targeting a key bottleneck: the domestic mining workforce. #CriticalMinerals#RareEarths#China#Mining
Tokenization comes to Mining Finance | Jesse Knutson
(Kitco Mining) – Jesse Knutson, Head of Operations at @BFXSecurities, joins Kitco Mining’s Paul Harris to discuss how tokenization could open a new capital route for #mining and commodity companies after Bitfinex Securities
Mining enters conference season with record value and rising costs.
Companies set to attend MFA represent US$1.2T in aggregate market cap, nearly double 2025’s US$675B. But major-producer AISC rose 9.5% q/q to US$1,876/oz.
Rick Rule @RealRickRule says gold companies are “selling at the greatest discount,” arguing mining investors should focus on the gap between price and value. He also weighs gold, silver, copper and fiscal risk.
