MineralFocus

[MineralFocus @MineralFocus]

🎧 Global Witness investigation (Jun 16): Trump-linked figures positioned to profit from Greenland's rare earth deposits via Critical Metals Corp stake in Tanbreez Mining. #Mining #RareEarths #CriticalMinerals
https://t.co/AqbkIBck3O

[MineralFocus @MineralFocus]

🔗 NAI 500 analysis: "China still holds the cards" despite G7 target. IEA projects only a 14-point drop in Chinese refining share (91% to 77%) by 2035. #China #Refining #CriticalMinerals
https://t.co/EtNNhELayU

[MineralFocus @MineralFocus]

📡 USA Rare Earth stock jumped 8.33% to $23.55 after G7 announcement. MP Materials rallied. Rare earth equities are decoupling from broader commodity selloff on expectation of sustained government purchasing. #MP #RareEarths #CriticalMinerals
https://t.co/7a0uyE8qkk

[MineralFocus @MineralFocus]

⏰ November 10 deadline looming: China plans to reinstate rare earth export controls when the truce expires in less than 5 months. #China #ExportControls #CriticalMinerals
https://t.co/Gl1ZjEZFts

[MineralFocus @MineralFocus]

🎥 Watch Wall Street Zen's "Critical Minerals Are the Next Global Boom" (4 stocks, data-driven analysis) from Jun 12. Now getting massive traction post-G7 announcement. #RareEarths #CriticalMinerals
https://t.co/93EGBWAs9d

[MineralFocus @MineralFocus]

🇪🇺 EU shortlists tungsten, rare earths, and gallium for its FIRST-EVER coordinated critical minerals stockpile. Magnesium, germanium, and graphite also under evaluation. #Gallium #Germanium #CriticalMinerals
https://t.co/SdAU8C0BGR

[MineralFocus @MineralFocus]

📉 Silver crashed 8.3% to $64.26 as hawkish Fed signals rate hikes and Hormuz reopening unwinds geopolitical risk premium. Gold dropped below $4,200 for the third straight day. But critical minerals? #Gold #RareEarths #CriticalMinerals
https://t.co/kMLA1pAc8a

[MineralFocus @MineralFocus]

🚨 China's Foreign Ministry fired back at G7 within 24 hours: Lin Jian called the bloc a "small clique" disrupting international trade. Beijing defended export controls as lawful. #China #ExportControls #CriticalMinerals
https://t.co/GsppTLT9zA

[MineralFocus @MineralFocus]

🎧 Worth 45 minutes: Asia Pacific Foundation's "Minerals Matter: Canada's Rare Earth Evolution" podcast (Jun 15) breaks down why domestic processing is critical. #Canada #Processing #CriticalMinerals
https://t.co/PC1ZtQLqFJ

[MineralFocus @MineralFocus]

💰 Pentagon just committed $500M in long-term debt financing to Phoenix Tailings for US rare earth processing. Combined with $500M private capital = $1B for midstream capacity in Massachusetts and New Hampshire. #DoD #Pentagon #CriticalMinerals
https://t.co/Sqc4Ckku6I

[MineralFocus @MineralFocus]

📊 China's Rare Earth Price Index jumped 3.2% to 260.9 in two days. Heavy rare earth supplies tightening while IEA models show China at 77% refining share by 2035. The math: G7 wants 60% by 2030. #China #RareEarths #CriticalMinerals
https://t.co/OvkstxpQVV

[MineralFocus @MineralFocus]

🔴 G7 just set a binding target: reduce rare earth dependency on any single supplier to below 60% by 2030. 195 projects, EUR 64B in investment announced since January. #RareEarths #CriticalMinerals

https://t.co/2tNzXCqKSA

[MineralFocus @MineralFocus]

🎧 Mining Monthly's 'What Is Driving the Global Race for Critical Minerals?' captures the permanent structural shift. COVID, Ukraine, Iran wars exposed supply fragmentation dangers. #Mining #CriticalMinerals
https://t.co/sJJBDx6DB7

[MineralFocus @MineralFocus]

📈 Columbia CGEP analysis reveals US dependence on Chinese rare earths deeper than debated. #RareEarths #CriticalMinerals
https://t.co/8tbLUShMM4

[MineralFocus @MineralFocus]

💰 Oil crashes 10% in two days: Brent $78.82, WTI $76.26. Iran deal permits immediate oil sales upon signing, flooding markets. Gold holds $4,337-4,355/oz—largest gold-to-oil ratio since 2020 signals mineral supply crisis remains. #Gold #CriticalMinerals
https://t.co/loi4PMigzK

[MineralFocus @MineralFocus]

🛑 Japan's semiconductor WF6 crisis: Kanto Denka and Central Glass halt production July 1 after Chinese tungsten powder exports to Japan hit zero Feb-Apr. WF6 prices surged 200%, projected +70-90% more in 2026. #Japan #Production #CriticalMinerals
https://t.co/72GTLuVBdD

[MineralFocus @MineralFocus]

🎧 Time magazine's 'America's New Critical Minerals Playbook' exposes how Chinese rare earth magnet shipments dropped 74% YoY within weeks of export controls. #Defense #ExportControls #CriticalMinerals
https://t.co/Lsjd0qwwKE

[MineralFocus @MineralFocus]

⚠️ Washington Post investigation: China quietly expanding export controls BEYOND rare earths to silicon wafers, permanent magnets, LEDs, and battery materials. #Batteries #China #CriticalMinerals
https://t.co/5ZhBEHBXZf

[MineralFocus @MineralFocus]

📊 Rare earth export value surged 44.9% Jan-May 2026 while volumes rose only 2.2%. China extracting dramatically higher rents on flat tonnage—a monopoly pricing strategy now backed by Order No. 839. #China #Exports #CriticalMinerals
https://t.co/gjj5COYGNC

[MineralFocus @MineralFocus]

🔴 G7 summit concludes TODAY with France pushing allies toward first joint critical minerals statement treating supply chains as collective economic defense. #Defense #France #CriticalMinerals

https://t.co/if41ALUXLn