About 2 minutes away from the end of the trading day, Katie Greifeld and Matt Miller in for Romaine Bostick. And here to help take us through the closing bell, we're joined by a global simulcast, Carol Massar and Baillie Lipschultz season for Tim Stanovec, bringing together all of our audiences Carol Massar to pass through the most crucial moments of this trading day on this Monday. And the dip buyers, they're back.Yeah, right. What a different tone from Friday. But you know, also we got to write a love let ...

Socialism with a Trumpian twist isn't the way to secure access to critical minerals in the US, @liamdenning says (via @opinion) https://t.co/JASu99f0ZI ...

Rare earth stocks extended recent gains as fresh tensions between Beijing and Washington over China’s exports of the critical minerals fueled bets on alternative suppliers https://t.co/zbKoqbWJdj ...

Industry Initiatives - Australia is considering setting minimum prices for critical minerals [1] - Australia is considering investing in new rare-earth projects [1] International Collaboration - Potential resources deal between Australia and the US is under consideration [1]

100% additional tariff. Is this bluster or the end of our economic relationship. Well, I'll say this.I introduced legislation that I call on Earth America's Future Act, its legislation based off the Chips and Science Act to bring processing and refining of critical minerals and rare earth elements here to the United States of America. This is a major component of our supply chain, and yet we ceded all the ground to China and we're very dependent on them. And so Donald Trump's approach isn't going to totally ...

Geopolitical & Economic Strategy - China's actions, including enhanced export controls, suggest a long-term plan for maximum leverage against the US [2] - China aims to break the US chokehold on critical minerals, indicating a strategic focus on resource control [4] - China's increased gold holdings may be intended to back its currency and diversify away from the US dollar [6] - China is asserting its role in the world and demonstrating its ability to challenge the US, which has long-term diplomatic implications [8] Trade & Tariffs - Existing tariffs, specifically the IEPA fentanyl tariffs at 20%, are a point of contention for China [7] - China may be trying to maximize leverage in trade negotiations with the US, potentially related to a meeting on the margins of APAC [6] - China desires the removal of export controls, particularly those affecting access to advanced chips [7] Sector-Specific Impact - China's policies could significantly impact sectors dependent on upstream supply chains, such as the chip industry [3]

Government Policy & Investment - Canada needs to assess US government investments in the country's critical minerals companies on a "case-by-case basis" [1]

Core Insights - Locksley Resources has significantly expanded the scale of its target mineralized corridor at the Desert Antimony Mine (DAM) Prospect, indicating a sixfold increase in the target horizon, which enhances the potential for a larger mineralized system [1][2] - The company is advancing its Mojave Project in California, focusing on critical minerals such as rare earth elements and antimony, and is strategically aligned with U.S. domestic supply-chain initiatives [1][4] - A third phase of structural mapping is set to begin next month to further enhance geological understanding and identify new targets [3] Company Developments - The recent structural mapping has confirmed substantial exploration potential in the Mojave Project, validating the company's rapid exploration and development strategy [2] - The company has established a strategic collaboration with Rice University to develop DeepSolv™ for domestic processing of North American antimony, which is a key part of its U.S. Critical Minerals and Energy Resilience Strategy [4] - High-grade silver assays of up to 216 g/t Ag have been reported from the Hendricks Prospect, alongside anomalous levels of Zn, Pb, and Cu, indicating a broader polymetallic system [5] Industry Context - The Mojave region is emerging as a district-scale critical minerals hub, which is strategically aligned with accelerating U.S. onshoring policies [5] - The identification of lamprophyre dykes through regional mapping highlights the potential for additional critical mineral occurrences, including carbonatites [5]

China has unveiled broad new curbs on its exports of rare earths, boosting its leverage over critical minerals in its trade war with the US. Here's what to know. https://t.co/0QzAJOMVE7 ...

Group 1 - The Metals Company (NASDAQ: TMC) has seen its shares increase by 26.3% from the end of last Friday's trading session through Thursday afternoon [1] - The company aims to collect polymetallic nodules from the seafloor to produce critical base metals such as cobalt, nickel, copper, and manganese, which are included in the U.S. Geological Survey's 2025 draft List of Critical Minerals [4] - Investor enthusiasm is driven by speculation that the U.S. government may partner with The Metals Company to enhance domestic supply of critical minerals, similar to its previous investment in MP Materials [5] Group 2 - Despite the rise in stock price, The Metals Company has not yet commenced deep sea mining operations, and there is uncertainty regarding future operations pending regulatory approval from the International Seabed Authority [6] - The company is currently in the pre-revenue phase, making its stock suitable only for investors with a high tolerance for risk [8] - Analysts from The Motley Fool Stock Advisor have identified ten other stocks they believe are better investment opportunities than The Metals Company [9]