Krogman North America’s Post

Both Canada and Australia have large deposits of critical minerals and recently agreed to better collaborate on extracting, processing, and refining in-demand metals.    The deal was announced on the sidelines of the annual Prospectors & Developers Association of Canada (PDAC) and Developers Association of Canada (PDAC) conference in Toronto.   Read more from Reuters below 👇   #lithium #canada #criticalminerals #cleanenergy

The #CriticalMinerals Sourcing and Pricing Credibility Crisis is Upon Us https://bit.ly/4eWrMZ4 #RareEarths #Lithium Critical Minerals Institute (CMI)

🚀 New Report! White Cliff Minerals Limited (WCN) [ASX: WCN] | High-quality copper, uranium, silver and gold projects We initiate coverage on White Cliff Minerals with a current fair valuation of A$0.034, which represents a substantial 76% upside from the current share price of A$0.019. White Cliff is an ambitious explorer with newly acquired copper, uranium, gold, and silver assets in northwestern Canada, alongside multiple prospective projects in Western Australia. These Canadian sites are historically rich in metals, and preliminary data suggests significant potential for economically viable multi-metal discoveries. Explore more about White Cliff Minerals’ strategic advantages and investment potential in our full report: https://lnkd.in/gQkZ3zvD Don’t miss this high-upside ASX investment opportunity with White Cliff Minerals, positioned to capitalise on the decarbonisation trend and rising commodity prices! Roderick McIllree Eric Sondergaard Troy Whittaker Dan Smith Nicholas Ong

// Biden aide floats a critical minerals marketplace. Will this offset minerals dumping risk from China? Wonder what this would do to the global price of lithium... And what form it would take? Product standards? Requirements to source lithium from a set of national or allied suppliers? Like a reverse OPEC... What opportunity might this open up for other critical minerals and the landscape for Australian miners? https://lnkd.in/d5usdmAV Original remarks. https://lnkd.in/dck8qA89 Analysis: https://lnkd.in/dUgxGjJx

The UK Minerals Yearbook 2023 is now available. Published annually by BGS, it provides comprehensive statistical data on minerals production, consumption and trade. It contains valuable information for those interested in the minerals industry and its contribution to the national economy. For more information and to download a copy, please visit 👇 https://lnkd.in/eyFDbd3w #minerals #criticalminerals #criticalrawmaterials #supplychains #energytransition #industrialminerals #UKminerals

Mineral valuation and the global mineral market are shaped by scarcity, demand, geopolitical conditions, and technological needs. High-value minerals like gold and platinum are prized for their rarity, while industrial minerals such as iron ore and copper are essential for construction and technology. Iran, rich in resources like copper, zinc, and iron ore, has a growing mineral market driven by domestic needs and export opportunities. However, it faces challenges, including sanctions and a need for modernization. Globally, mineral markets fluctuate with technology trends and economic cycles. For instance, the rise of renewable energy has spiked demand for minerals like lithium and cobalt, linking Iranian and global markets to evolving economic and environmental priorities. Read more: https://lnkd.in/dKzVksUq #MineralValuation #GlobalMineralMarket #HighValueMinerals #IndustrialMinerals #IranMinerals #ResourceScarcity #RenewableEnergy #EconomicDemand #GeopoliticalImpact #TechnologyTrends

Critical Minerals Map of Australia! 🌏 🗺 ⛏ 2023 edition showing over 450 critical minerals deposits! See link in below post for the accompanying dataset.

Minerals matter. As the ever-growing importance of critical minerals continues to influence geopolitical gamesmanship, so too does a growing desire to find alternatives to the current supply chains in order to alleviate overreliance. Resources are being poured into initiatives that could lessen dependence on the extraction of critical minerals. #Minerals #CriticalMinerals https://lnkd.in/eW8AjP2U

#BC has large tapped and untapped reserves of minerals deemed critical to Canada's economic future. With increasing global demand for metals, including #copper, the province’s critical mineral strategy has never been more important. Read more: https://bit.ly/3KpkVJy

On the new #FIRB rules... "Fast-tracked treatment will be given to so-called “frequent flyer” investors who are regularly before the Foreign Investment Review Board, as well as investments in non-sensitive areas such as professional services, mining of non-critical minerals, commercial real estate and new housing." Since I have done extensive work on the non-China market for critical minerals, like rare earths, and know that there isn't any of significance, it is pretty clear where a local minerals investor should focus. Target anything that is NOT on the #CriticalMinerals list. There is NO serious Western market for critical minerals, which means you have to sell to China, which means you are not going to get anywhere. However, the non-critical minerals are fine. Great news for #gold, #uranium and #copper. These are in bull markets, so we are good. Of course, the fully paid-up moron contingent from don't-think-tank land will soon be along to screw that one vibrant section of our mineral economy. Hopefully, we can make some money before they f888k that up too.