Vital Metals Limited
ASX Players With North American Exposure Could Benefit as China Tightens Rare Earth Export Controls
China has dramatically expanded its export controls on rare earth elements, adding five new materials and a raft of refining technologies to its restricted list in a move that tightens Beijing’s grip on global supply chains for critical minerals. The latest measures, announced Thursday by China’s Ministry of Commerce, introduce new licensing requirements for the […]
Debt warning for small resource stocks as a rate squeeze worsens
Investors should take note of the red debt-flag flying over the resources sector with smaller companies at greatest risk, as the toxic mix of interest rate hikes and commodity price falls take effect. Rising interest rates impact everyone, but with mining there is a problem in trying to align erratic (commodity exposed) income with fixed […]
Investing in rare earths is not for the faint-hearted
Rare earths are not rare, nor are they earths, but they are certainly political, and it’s the politics of an increasingly aggressive China which has made the 17 metals in the rare earth family a profitable, but high-risk sector for investors. Lynas Rare Earths (ASX: LYC), the leading Australian player in the game, is also […]
Trump declares rare earth emergency, Australia gets ready to supply
Securing rare earth supply is now near the top of the defence agenda in Washington with US President Donald Trump signing an executive order declaring a national emergency and calling for a boost in domestic production. Not only does Australia have an operating rare earth mine — Mt Weld in Western Australia owned by Lynas […]