Brazil Moves to Guard Its Critical Minerals as Global Demand Grows

View: Source Brazil’s President Luiz Inácio Lula da Silva has announced the creation of a new commission to map and control the country’s critical minerals, aiming to keep these resources under national ownership as global competition for them heats up. Only about 30% of Brazil’s mineral-rich territory has been fully explored. The government wants to identify how much lithium, rare earths, …

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China’s Control Of Supply And Demand Gives Lithium A 20% Boosts

View: Source Chinese control of both the demand for electric vehicles (EVs) and the supply of battery raw materials has sparked a surprise recovery in the price of lithium which has risen by 20% over the past three weeks. That higher price move looks less impressive when measured against the 87.5% price crash of the previous three years. The lithium collapse, …

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US eyes Philippine rare earths to counter China’s ‘chokehold’

View: Source The Philippines may have been unwittingly supplying China with key ingredients for everything from smartphones to missiles, insiders say. When US officials met their Philippine counterparts in Kuala Lumpur this month to discuss critical minerals, few outside industry circles realised the quiet significance of the conversation: a new front in the global contest over resources essential to modern technology …

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Why smart investors are rebalancing alternatives with gold

View: Source Alternative assets have reshaped modern portfolios. Assets under management (AUM) for alternative assets is projected to reach close to $30 trillion by 2029, with private equity projected to double in AUM to $12 trillion by then(1). The premise for an allocation into alternative assets rests upon a few key ideas: Diversification Lower correlations to traditional assets Enhanced returns of …

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Rethinking EV projections and implications for PGMs

View: Source Due to the slower uptake of costly EVs there will still be demand for ICE vehicles and platinum group metals. It has been almost a decade since the Paris Accords, a global climate change risk mitigation agreement, were adopted by more than 190 countries, seemingly marking the beginning of the end for industries such as platinum group metal (PGM) …

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Brazil to map its critical minerals potential

View: Source The Brazilian government will create a commission to develop a comprehensive map of the country’s mining potential, particularly focusing on so-called critical minerals, as the topic is gaining prominence in the wake of trade tensions with the US. “I recently read an article saying that the United States is interested in Brazil’s critical minerals. Well, if I don’t even know …

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Silver Bull Market Just Getting Started, Could Accelerate Through Year-End

View: Source As of July 24, 2025, spot silver closed at $39.05 per ounce, dipping 0.57% on the day but still up nearly 35% year-to-date—outperforming gold’s 28.5% gain over the same period. According to Maria Smirnova, Chief Investment Officer at Sprott Asset Management, the silver rally is far from over. A seven-year supply deficit and multiple demand catalysts could set the …

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Platinum Supply Deficits ‘Here to Stay’

View: Source The rising platinum price is unlikely to dampen demand or stimulate additional supply, meaning that forecast market shortfalls are here to stay, says the mining-industry backed World Platinum Investment Council. ‘Inelastic’ is a term used by economists to describe a situation where a change in price has a relatively small impact on the quantity demanded of a good or service. In other …

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Brazil’s Rare Earth Exports to China Triple, Highlighting Shift Away from U.S. Ties

View: Source Brazil’s exports of rare earth minerals to China shot up to $6.7 million in the first half of 2025, tripling the full-year total from 2024. Data from the China-Brazil Business Council shows that almost all of this growth went directly to China, not to the United States. These rare earths—key materials for high-tech devices and renewable energy—are now mostly fueling Chinese …

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Why Gold, Why Now?

View: Source During times of economic uncertainty and geopolitical instability, gold historically performs well. It is viewed as a reliable store of value and offers hedging opportunities. Gold plays a key role in diversification due to its low correlation with other asset classes, which strengthens portfolios, especially during periods of market volatility. Whilst gold has seen an increase of almost 2000% …

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