A tale of two supply chains: Comparing Trump’s new copper tariffs and rare earth investments

View: Source The United States wants to secure its supply chains and revitalize domestic manufacturing, but when it comes to minerals, it’s still playing catch up—and not always with the right playbook. On August 1, the Trump administration launched sweeping new copper policies, including steep tariffs on semi-finished copper products and a domestic sales requirement. The announcement came just weeks after the US …

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Industrial Activity & Investment Demand Will Drive Silver

View: Source Silver continues to show its luster alongside gold this year, but both carry differing demand drivers. Silver will benefit from recovering industrial activity and increasing investment demand—both highlighted in Sprott’s latest silver report. As seen though the S&P indexes, silver continues to show upside. The S&P GSCI Silver index is just ahead of the S&P GSCI Precious Metals index and …

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Copper rises as Chile stoppage stirs fresh concerns about supply

View: Source Copper rose for a second day as Chilean mining giant Codelco grappled with the aftermath of a deadly accident at one of the world’s biggest underground mines. Six people were killed in a tunnel collapse triggered by an earth tremor at El Teniente, which accounts for over a quarter of Codelco’s output. Underground operations are halted and — with the company launching an investigation into the causes …

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