The gap between palladium and silver prices in the US and international benchmarks is too slim, given the risk of tariffs on critical minerals, Citigroup analysts said https://t.co/AiQFRBmE6b ...

Peter, to your credit, uh, you wrote u a famous memo in the early days of CO about just how bad it could get. And I wonder, is any of this predicated on on another I don't want to get alarmist, but on another emergency that would make that kind of supply chain safety paramount. >> No.Uh, there's there's no implication of another pandemic here or anything. But having said that, the the China in particular and Russia to a lesser extent have put us on notice uh that there's a new way for China to go about uh d ...

Africa’s role in the global pivot toward cleaner sources of energy should focus on increasing the supply of critical minerals needed to make the transition, the AFC president said https://t.co/RpuUYOje9G ...

Donald Trump hopes peace in the Democratic Republic of Congo will bolster US supplies of critical minerals, but obstacles may check momentum https://t.co/8qRdFBXUHr ...

Tariff Impact & Market Dynamics - A 50% tariff on copper is designed to encourage domestic investment, exceeding industry expectations [1] - The industry anticipates a rush to import copper into the US before the August 1st deadline to avoid tariffs, potentially rerouting shipments to destinations like Hawaii or Puerto Rico [2] - Traders aim to profit from selling copper at higher US prices after the tariffs are imposed [2] US Copper Industry & Policy - The US government prioritizes copper as a critical mineral for emerging technologies [4] - Copper is valuable in lithium-ion batteries, data centers, and military applications [5] - The aim is for American companies to supply copper to high-tech industries, encouraging domestic capacity building [5][6] - The US is heavily reliant on copper imports, unlike steel or aluminum, making it challenging to quickly build domestic factories [6] - Concerns exist that the tariff will hurt American consumers and manufacturers in the short term due to import reliance [6]

Trump administration officials seeking deals for critical minerals in Africa are in for a surprise https://t.co/5aL150ktLA ...

Supply agreements for critical minerals will dominate Indian Prime Minister Narendra Modi’s visit to Ghana, Namibia, Brazil, Argentina and Trinidad & Tobago starting Wednesday https://t.co/4KSmJKVGmR ...