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📈 OPINION🚨 Christopher Ecclestone's latest article, "The Coming Ascendancy of Military Metals," is a must-read for anyone interested in the mining industry. In it, he discusses the significant role metals like copper, iron ore, chrome, manganese, vanadium, nickel, REE's, uranium, tunsten, tin, antimony, gallium, germanium, yttrium, samarium, terbium, erbium, and dysprosium will play in the future of military technology. Ecclestone also explores the implications of China's control over these metals and their impact on the development of electric vehicles. READ ▶️ ▶️ https://lnkd.in/gNYFEwfD hashtag #mining hashtag #metals hashtag #military hashtag #China hashtag #electricvehicles

Next up, #Tungsten, as #China tries to put the squeeze on military metals heading West. It will be an own goal as Tungsten is one of the few strategic metals with rising Western production. Here we are speaking to CNBC . https://lnkd.in/eRNezAp4

Beijing appears to be specifically trying to prevent U.S. military suppliers from securing the gallium Washington would need for weapons to defend Taiwan from Chinese invasion — like the American-made Patriot missile launchers whose targeting systems rely on semiconductors made with gallium. The U.S. hasn’t produced its own gallium in years. That could soon change. On Thursday, the Salt Lake City-based mining company U.S. Critical Materials Corp. plans to announce the discovery of a large high-grade deposit buried in a remote corner of the Bitterroot National Forest in southwestern Montana, HuffPost has learned. Gallium is not particularly rare. But China drove much of the world’s other producers out of business over the past decade, as Beijing subsidized its domestic aluminum smelters to churn out gallium as a byproduct. Extracting gallium from underground deposits can be tricky and polluting, too, since the metal is typically dispersed with lots of other minerals, some of which are toxic.

Greenland harbors tremendously important resources for the West. The drive for REEs, which are critical for advanced technologies and the economies they enable, will strengthen some international relationships and further degrade others. “Everything going forward is about microchips. Artificial intelligence (AI), military defense, and absolutely everything in between. It’s all powered by chips, which do not exist without the REEs necessary to make them. That’s why the Tanbreez acquisition is so significant. The mine is positioned to become a major REE supply chain for the western hemisphere in the face of a Chinese government that has the ability to severely disrupt the availability of nearly all critical metals. The Chinese could almost instantly take 50% of rare earth oxide supply off the market, which would devastatingly affect U.S. defense systems, which are already stretched thin over Ukraine. Tanbreez is a 4.7-billion-tonne Kakortokite outcropping ore body about which over 2,000 academic papers have been written. It contains economically attractive amounts of Zirconium, Tantalum, Niobium, Hafnium and REEs. Nearly 30% of the minerals, all of which are said to occur in significant size and quality, are the most valuable of heavy rare earths.”

🚨 Trade Tensions Escalate China strikes back at US tech curbs with a ban on exports of antimony, germanium, gallium, and other critical metals. These materials power semiconductors, satellites, and military tech. Are we heading for a global supply chain showdown? 🛠️🌍 🗞 Bloomberg: https://bloom.bg/3Bed3cQ ( 🇨🇦 MILI | 🇺🇸 MILIF | 🇩🇪 QN90) #Antimony #CriticalMinerals #Mining #China #TradeWar

Artisanal miners are a strategic opportunity for increasing supply of #criticalminerals that support #militarysecurity. Things in common for most of these minerals: 🏹 China has dominant #mining and/or refining positions 🏹 artisanal miners produce them 🏹 supply shortfalls combined with geopolitical rivalries make them strategic The Blended Capital Group, Alliance for Responsible Mining (ARM), Capitals Coalition and Capitals Hub Canada recently shared that we are standing-up a digital marketplace that will democratize access to capital for artisanal mining. Combining differing value and investor segments into leveraged capital stacks opens the door for at-scale capital that delivers scaled formalization. The result? 🏹 financial value - increased productivity 🏹 social value - reduced poverty, vulnerability, safety concerns, #humanrights abuses 🏹 environmental value- nature positive - improved #biodiversity and reforestation 🏹 economic value - #sustainabledevelopment 🏹 strategic value- increased critical minerals supply that supports #energysecurity, #economicsecurity and #militarysecurity If you are #mininginvestment, #impactinvestment or the leader of a mining company, reach out, let’s talk about what the digital marketplace means for you. The Blended Capital Group and our network of partners & collaborators are committed to reimagining outcomes in artisanal mining. Strategic opportunities are clear, value and impact are clear, the role of a transparent investment marketplace that opens doors for capital is clear. Alliance for Responsible Mining (ARM) Levin Sources BanQu | Proven Traceability Tech & Expertise Napier Meridian Capitals Coalition Capitals Hub Canada Innovest Advisory Investing for Good CIC #responsiblemining #asm #esg #sdgs #impact #sustainability

Rob Karpati of The Blended Capital Group sees the world through our Complex Converging Systemic Risk (CCSR) lens. Look through that lens for a better understanding of both novel emerging risks and the commercial and investment opportunities arising from them.

As geopolitical tensions escalate, access to critical minerals like antimony has become a matter of national security. Antimony, a metalloid essential for military applications such as communication equipment, night vision goggles, and explosives, is facing a severe supply crunch. China, controlling nearly half of the global antimony supply, has cut off exports to the U.S. This has left the American military scrambling for alternative sources. Enter Military Metals Corp. (CSE:MILI; OTCQB:MILIF), a junior miner strategically acquiring antimony properties across Europe and North America. The company's recent purchase of one of Europe's largest antimony deposits in Slovakia, with a historical resource worth around $2 billion, could make the country a critical minerals hub. Additionally, Military Metals Corp. has acquired the West Gore Antimony Project in Nova Scotia, a historical antimony/gold mine that supplied the Allied Forces during World War I. With antimony prices tripling since early this year due to supply constraints, Military Metals Corp.'s strategic acquisitions position it as a key player in addressing the global antimony shortage. As the U.S. military and its allies scramble to secure new supplies, this junior miner's moves could prove pivotal in the battle for critical mineral dominance. @militarymetalscorp #antimony #criticalminerals #nationalsecurity

Why Has China Banned Exports To US Of Gallium Germanium Antimony 🇨🇳 China’s ban on exporting gallium, germanium, and antimony to the US raises stakes in the ongoing tech and trade tensions. These materials are crucial for everything from semiconductors to military tech. As prices soar, the West faces an urgent wake-up call: secure critical mineral supply chains or risk economic and technological vulnerabilities. 🗞 MSN: https://bit.ly/4igqFVz ( 🇨🇦 MILI | 🇺🇸 MILIF | 🇩🇪 QN90) #Antimony #CriticalMinerals #Mining #China #TradeWar

The Strategic Metals Cartel: BRICS paves the way for decisive superiority over the West - The Times Initially, the BRIC — the union of Russia, Brazil, India and China — was an intriguing grouping, nothing more. Suddenly, it becomes a powerful axis, including South Africa, Egypt, Saudi Arabia, Ethiopia, Iran and the United Arab Emirates. More invitations are on the way, including NATO member Turkey. The BRICS++ will include OPEC countries, at least three nuclear powers, and some WTO members, he states The British The Times This week, BRICS showed its true face at a strategically important conference in St. Petersburg, which brought together foreign ministers, security advisers and senior representatives of the defense industry. And next month, a full—scale summit will be held under the chairmanship of the Head of the Russian State and with the participation of President Xi Jinping," The Times said Today, BRICS has the potential to create a strategic metals cartel for the arms industry. Russia, Brazil, China and South Africa are key players in the field of metal mining. If Congo joins this club, its vast cobalt reserves will be added to the total resources; if Chile joins, copper and lithium will become part of the BRICS calling card. There will be a monopoly on materials for solar panels, wind turbines, and electric vehicles The rare metals cartel does not just set the price of the energy revolution. He also defines the prospects for the modernization of weapons: titanium is a key raw material for the production of submarines, aircraft engines and satellites. Platinum alloys are an integral element of jet and rocket engines, as well as the magnetic coating of computer hard drives ▪️The Times highlights: "Even if it doesn't come to a sci-fi nightmare like the joint Russian-Chinese army, the BRICS+ countries are still paving their way to decisive military superiority." The West is trying with all its might to destroy the established ties between its opponents, but so far there is a workaround for every Western restriction: gold sales, Hong Kong intermediaries, hidden cross-border transportation. Further expansion of the BRICS only simplifies these actions," The Times concludes