ISS recommends investors vote in favor of Anglo's combination with Teck next month, the second shareholder advisory firm to support the mining deal https://t.co/sING4hZgKh ...

Alluvial Gold Research offers in-depth research on my favorite miners ranked in order to aid in positioning in the most undervalued miners with upcoming catalysts to drive portfolio outperformance. Subscribers also get access to my current portfolio and real-time buy/sell alerts as well as the following:Taylor Dart is an individual investor with over 16 years of trading experience, with his primary focus being precious metals developers, producers and royalty/streaming companies. Taylor leads the investing ...

Rio Tinto is seeking to divest its US assets that produce boron, a critical mineral used in various applications ranging from fertilizers to glass making, say people familiar with the matter https://t.co/mBK2JD1KnU ...

BTC proxy $CANG is now listed on NYSEPreviously listed on Nasdaq; now successfully converted previous American Depositary Shares (ADS) into ordinary shares on the NYSE at a 1:2 ratioOne of the fastest-growing mining companies in the industry, Cango has achieved a 6,773 BTC reserve in just 9 months@Cango_Group has achieved 50 EH/s of hashpower, ranking among the global top three.Cango has continuously improved its operational efficiency, raising hash-rate efficiency from 81% in July to around 93%, and achiev ...

The Democratic Republic of Congo is yet to authorize a resumption of cobalt exports, almost six weeks after a ban on shipments lapsed, according to a government regulator https://t.co/hlIQjz7HmY ...

LOS ANGELES--(BUSINESS WIRE)--Freeport-McMoRan Inc. Sued for Securities Law Violations - Contact the DJS Law Group to Discuss Your Rights – FCX. ...

Group 1: Carry Regime and Market Dynamics - The "Carry Bubble" framework suggests that major commodity cycles are influenced by a broader carry cycle, which is characterized by leveraging low-yielding currencies to invest in higher-yielding assets [3][4][5] - Carry trades are reliant on stable conditions and often yield small, steady gains until volatility disrupts the market, leading to significant losses [6][8] - The current market environment reflects a carry regime where large companies and growth stocks outperform value stocks, driven by low rates and low volatility [8][9][10] Group 2: Transition from Carry to Anti-Carry - Carry regimes are inherently unstable and tend to unwind abruptly, often triggered by shifts in monetary policy or significant increases in volatility [12][13][14] - Historical patterns indicate that major shifts in monetary regimes have consistently ended carry bubbles and initiated bull markets in resource equities [17][18][19] - The current administration's approach to monetary policy suggests a potential regime shift, which could lead to a rotation from carry-dependent assets to undervalued resource equities [19][20] Group 3: Natural Resource Equities - Natural resource equities typically struggle during carry regimes but may become attractive as the market transitions to an anti-carry environment [10][12] - The shift from carry to anti-carry could lead to a resurgence in resource equities, as capital flows back to assets with real scarcity and cash flow [25][24] - Historical examples show that after previous carry bubbles, resource equities gained significant market share, indicating a potential for similar outcomes in the current cycle [23][18] Group 4: Gold and Oil Market Dynamics - Gold has been a strong performer, with prices rising significantly, while the market is beginning to see a shift towards oil as a new opportunity [30][36] - The current gold-oil ratio indicates that oil is undervalued compared to historical standards, suggesting potential for a rally in oil prices [54][56] - The supply dynamics for oil are tightening, with non-OECD production growth slowing, which could lead to a significant price increase in the near future [56][62] Group 5: Commodity Price Trends - Commodity prices showed modest rebounds in the third quarter of 2025, with the Goldman Sachs Commodity Index rising by 1.3% and the North American Natural Resource Index advancing by 10.9% [58] - Precious metals, particularly gold and silver, have outperformed other commodities, with gold prices increasing by 16% and silver by 30% in the third quarter [75] - The agricultural sector has seen mixed price movements, with corn prices expected to face downward pressure despite a potential bottoming out in the market [94][96][102]

FCX SECURITIES ALERT: BFA Law Notifies Freeport-McMoRan Inc. Shareholders of Pending Securities Fraud Class Action and Upcoming January 12 DeadlineNovember 26, 2025 7:17 AM EST | Source: Bleichmar Fonti & AuldNew York, New York--(Newsfile Corp. - November 26, 2025) - Leading securities law firm Bleichmar Fonti & Auld LLP announces that a class action lawsuit has been filed against Freeport-McMoRan Inc. (NYSE: FCX) and certain of the Company's senior executives for securities fraud after signif ...

Key Points MP Materials owns and operates one of the only rare earth metal mines in the United States. The company is backed by the Pentagon and has strategic partnerships with blue chip companies. 10 stocks we like better than MP Materials › MP Materials (NYSE: MP) has been one of the market's more surprising outperformers this year, with a gain of about 237%. The rare earth miner's stock has ripped higher on the back of governmental deals and blockbuster partnerships. For long-term investors who ...

Core Insights - Erdene Resource Development Corp. has qualified to trade on the OTCQX Best Market, upgrading from the OTCQB Venture Market, which signifies an important milestone for the company [1][3]. Company Overview - Erdene Resource Development Corp. is a Canadian-based resource company focused on gold production at the Bayan Khundii Gold Mine in Mongolia, which is characterized as high-grade and low-cost [4]. - The company is also involved in the exploration and development of precious metals and mineral deposits in Mongolia, with key projects including Bayan Khundii, Altan Nar, Zuun Mod, and Khuvyn Khar [4]. - The Bayan Khundii and Altan Nar projects are located within the Tian-Shan copper-gold belt in southwest Mongolia, while the Zuun Mod project is situated within 200 kilometers of China's border [4]. Market Context - The OTCQX Market is designed for established, investor-focused companies that meet high financial standards and adhere to best practice corporate governance [3]. - Graduating to the OTCQX Market allows companies like Erdene to enhance visibility among U.S. investors and broaden their shareholder base [3][4].