Metals Commentary: 5G technology should boost demand for gallium, cobalt

During the World Radiocommunication Conference (WRC) in Egypt in November, thousands of delegates from more than 100 countries adopted a treaty that moves the world closer to fifth generation (5G) technology, which will require a massive deployment of mobile wireless

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Exclusive Company Introduction – Mon 8 Jul, 2019

The Renewed Interest In Rare Earth Elements and An REE Company Focused In Canada

Since China threatened to shut off supply of Rare Earth Elements to the US there is a lot more attention on the sector. China controls approximately 85% of all rare earth supply so investors have begun to look to North American companies and properties. This brought me to a Company with a Rare Earth project in BC, Canada. Defense Metals (TSX.V:DEFN & OTCQB:DFMTF) caught my eye so I wanted to bring them on for an overview for all of you. Craig Taylor, CEO of Defense Metals, joins me to provide a full update on the Company.

Please let me know what you think of the Company, email me at

Click here to read over the full Defense Metal presentation.

Lobo Tiggre – The Independent Speculator – Wed 29 May, 2019

More Comments On The Renewed Interest In Rare Earth Elements

Lobo Tiggre, Founder of the Independent Speculator joins me to share his thoughts on the trade tension news regarding China possibly cutting off exports of rare earth elements to the US. We’ve seen volume upticks and some stocks moving higher but is it for real? We then wrap up the call with comments on the moves into safe haven assets.

Click here to visit the Independent Speculator website and read over Lobo’s articles on Gold vs Bitcoin and the Rare Earth Elements interest.

Rare earth stocks come out winners in China-US trade war

With all the turmoil surrounding the ongoing China-US trade war, companies mining for rare earth elements have come out as "unexpected" winners thanks to market-wide speculation that China may choke off supply of certain critical minerals to the US. Currently the US relies on China for about 80% of its rare earth metals, many of which are essential in applications such as wind turbines, EVs, smartphones and military equipment.

The threat of "weaponizing" rare earths by China means potential sellers of these minerals to the US stand to gain from a tightened international supply and higher prices. The US may not have a choice but to keep importing. At the moment there's only one rare earths miner in the country, MP Materials, which operates the Mountain Pass mine in California. Even so, its ores are exported to China and processed into cerium, neodymium, lanthanum and europium there.

Shares of Chinese rare earth miners already saw significant gains earlier today, including JL Mag Rare-Earth (up 10%), whose processing plant President Xi Jinping visited last week.

Meanwhile, in Canada and Australia: Lynas Corp (ASX: LYC), based in Western Australia and the only other major producer outside China, was up 16% on Wednesday morning. Toronto-based Avalon Advanced Materials Inc (TSX: AVL), which is exploring a feasibility-stage rare earth project in Northwest Territories, surged by 33%. Another Canadian rare earth miner, Niocorp Developments Ltd (TSX: NB), moved up 5%. Other Canadian-based junior miners including Geomega Resources Inc (TSX-V: GMA), Ucore Rare Metals Inc (TSX-V: UCU) and Commerce Resources Corp (TSX-V: CCE) also advanced, up 12.5%, 48% and 21% respectively.

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Phil O’Neill – MP1 Captial – Wed 29 May, 2019

Comments On The New Interest In Rare Earth Elements and Liberty Gold Drill Results From Today

It’s still just a rumor that China will cut off supplying Rare Earth Elements to the US but it has caused a lot of investors to focus on this sector and even start putting some money into play. Phil O’Neill, President of MP1 Capital joins me to share his thoughts on the news and how he views geo-political news when investing We also look into the Liberty Gold drill results from today – Click here to read the news from Liberty Gold.

Click here to visit Phil’s free blog.