Minor Metals Trade Association’s Post

📣 Join Fastmarkets and the Minor Metals Trade Association for a free roundtable discussion on Thursday, January 30, in NYC, right before the MMTA's annual dinner. With the new US administration just 10 days into its term, this event will explore key challenges and opportunities shaping the future of minor metals, featuring expert insights from industry leaders, including the US Geological Survey and Indium Corporation. 🔑 Panel topics: 🟢 Building Western Supply Chains Exploring strategies to secure resilient supply chains for critical materials like gallium, germanium and indium amid growing demand and regulatory shifts. 🟢 Driving Demand in Critical End Markets Discussing the critical role of materials like tungsten, tantalum and vanadium in powering US aerospace and other strategic industries driving innovation and growth. 📅 Date: January 30, 2025 - 2PM ET 📍 Location: The Cornell Club, New York City 👉 Register here: https://lnkd.in/eUGeAKXT #MinorMetals #CriticalMinerals #SupplyChains #Section301 Solomon Cefai Fleur Ritzema Jon Stibbs Alexander Cook Jingtai Lun Freya K. Theo Doria M. Ruas

If you're interested in #metals, #commodities, #LNG - and the shippers and other "floating assets" that are key enablers - check out our Q&A with Mihail Stoyanov, who runs The Old Economy service on Substack. Mihail says he operates a "long chaos" portfolio ... one that focuses on: * Dragon/Bear critical mineral dominance: #PGM metals and #uranium. * A Latin American revival: Argentinean and Brazilian stocks. * So-called "Floating Assets" - Floating LNGs, Capesize bulkers, and ice-class LNG carriers. * And #fiat money devaluation: #Gold and #Silver. Turns out his expertise is super timely, thanks to the #China #stimulus storyline ... and his knowledge of #shipping, due to the dockworkers strike. Good guy ... interesting interview.

Otavio (Tavi) Costa, Crescat's Macro Strategist, provides a macro update in Crescat's latest video. Costa discusses crucial market indicators, including inflation data and the significance of PCE versus CPI metrics. He emphasizes the potential for a significant inflationary surge and highlights silver's explosive potential, supported by global economic imbalances. He also delves into structural issues within the mining industry, indicating remarkable opportunities for investors amidst market turbulence. Watch & subscribe here: https://lnkd.in/gbxuSqsh

In my new research paper titled "Note on VIX1D", I try to address overnight drift effect of CBOE VIX1D Index. https://lnkd.in/erCT8QCf

In our final meeting of the year, Highlights from this week’s global market recap include the threat posed by Trump towers, China and Mexico’s response to Trump’s tariffs, and the significance of Bessent’s election as Treasury Secretary. Our team expanded on the recent ceasefire in the Israel-Hamas War, surging prices in the Russia-Ukraine War, and their various impacts on European markets. Additionally, Russia's decision to restrict enriched uranium exports to the US has introduced new uncertainties to the global energy market. The MCM fund team explored the prospect of investing in Eldorado Gold. Committed to the sustainable production of metals since 1992, Eldorado Gold holds global assets in sites across Greece, Canada, and Turkey. Operating under three key categories of Producing Mines, Growth Projects and Care & Maintenance, the company implements eco-friendly technologies like the dry stack tailing method, reducing environmental impact through a tight control over waste management. With gold achieving outstanding results in the second quarter due to strong OTC investment and increased Western ETF inflows, it has resulted in reaching up to 100$bn in the third quarter. The Quant Team presented their findings regarding effective trading strategies. Team 1 opened with a model analysing Moving-Average Crossovers. Team 2 followed with a Sentiment-Driven Approach. Lastly, Team 3 concluded with a Statistical Arbitrage strategy in rank space using Convolutional Neural Network. A fantastic showcase of creativity and analysis! Read more: https://lnkd.in/e3US63yM

UNDERSTANDING THE NEW ARMS RACE- Who Controls The Critical Metals For The Electrification Era! In this important interview with Steve Levine (@stevelevine), founder and publisher of The ELECTRIC, he does a deep dive into the following: - The global competition to build out everything electric—the new ARMS RACE - The US getting cut out of trade relationships- a new bifurcated trade trend emerging - The US being so reliant on other countries for critical metals and minerals - How the US will handle domestic metals sources in the near future - The US's weak position in the metals and minerals extraction area vs enemy nations and if higher inflation, bottlenecks, shortages, etc will result - China's dominant critical metals position and how it will likely play out - Will war break out over these critical metals? - If now is the time to go "Full Bull" on lithium equities? - China's game changing new EV battery - plus more (~38 mins)

🖥️ 𝗪𝗲𝗯𝗶𝗻𝗮𝗿 | 𝗚𝗹𝗼𝗯𝗮𝗹 𝗥𝗮𝗿𝗲 𝗘𝗮𝗿𝘁𝗵𝘀 𝗺𝗮𝗿𝗸𝗲𝘁 𝗼𝘂𝘁𝗹𝗼𝗼𝗸 | 𝗔𝗿𝗴𝘂𝘀 𝗠𝗲𝗱𝗶𝗮 Register here https://okt.to/6UNbaz to benefit from expert analysis of the rare earths market, with a focus on price drivers, supply, demand and the key issues that are likely to shape the sector in 2025. Date and times: 19 February 2025… 10am (GMT) | 3:30pm (IST) | 6pm (SGT) Unavailable on this date? Register anyway to access the webinar recording: https://okt.to/CLzBas Key topics discussed in the webinar: • Key price drivers – is more volatility to come? • Analysis of the global supply balance • What’s driving demand and is a recovery in sight? Speakers: Mark Seddon, Principal – Analytics & Consulting (Metals), Argus Alice Mu, Lead Analyst – Rare Earths, Argus Ellie Saklatvala, Senior Editor – Non-Ferrous Metals, Argus #metals #rareearths #nonferrous

🚨 Must-Read Alert! 🚨 Today’s Financial Times dives into the rising protectionism surrounding #CriticalMinerals — copper, lithium, nickel, rare earths and other vital resources powering the future of our economies. With production and processing dominated by just a few players (China leading the charge), the article explores how these dynamics are reshaping global geopolitics. 🌍⚡

🇺🇸 #GIGAUSA Reflecting on the week that was Benchmark Week in Washington DC! 10 years of consistent hard work in the US capital as really come of age! In 2024, the Benchmark Mineral Intelligence team put together an epic three day event that saw thousands of the industry decend on Washington DC in full force. An event that went from our hub #JWMarriott & finished with our #Lithium Summit at the White House. The agenda line up was incredible - true impact players from across world of critical minerals, batteries, EVs / autos. —- 🌍 What was most satisfying to see was the sheer amount of deal making happening, the number of side meetings, events, networking receptions and dinners through the week. ⛏️ All of these meetings were zeroed in on building localised critical mineral mines and supply chains access North America 🏛️All of this has been sparked by the #InflationReductionAct but we must not forget that it began with the Trump Administration in December 2017 following the excellent Commerce report. —— #SenatorJoeManchin turn this into action with the #IRA which I truly believe will go down in history as the moment that changed everything for our industry. The Biden Administration took the baton and sprinted with it to levels no one would ever expect from a US government. All in a race against time to build industries of the future of which critical minerals, batteries, EVs and energy storage were at the centre. A month ago, even more proof was in the pudding with the huge US EV, battery and natural graphite tariffs on China. This was followed up this week by the EU and up to 38% tariffs on Chinese made EVs. Policy and politics shaping our industry in action. It felt like this week of June 10 2024, a page was turned and a new era dawned especially with an election now upon us and Senator Manchin going into more detail on how he is stepping down. A farewell speech / a new era for him in front of the industry has completely changed the direction of. I will always have huge respect for Joe Manchin - a Senator, a politician that all of politics should be looking to emulate: his ethics, what he stands for, his drive to change and modernise while not forgetting where he came from. #Balance ——— Key Discussion Points: 1) How we are now in the era of policy and politics being the great shaping force on our industry - what’s next? 2) How will this change if the Administration changes? Spoiler: always seperate what’s really happening from any narrative - this battery megatrend is set for the long term! 3) Benchmark Pricing Mechanisms for lithium and critical minerals - the ways tackling volatility in these maturing markets The need for top reliable, independent price data and much more - guidance, knowledge, and industry first approach. 🚨 Benchmark Week in Washington DC A Monday 2nd June 2025 onwards Giga USA 2025 Tues 3rd June to Thurs 5th June Don’t miss this one…

🖥️ 𝗪𝗲𝗯𝗶𝗻𝗮𝗿 | 𝗚𝗹𝗼𝗯𝗮𝗹 𝗥𝗮𝗿𝗲 𝗘𝗮𝗿𝘁𝗵𝘀 𝗺𝗮𝗿𝗸𝗲𝘁 𝗼𝘂𝘁𝗹𝗼𝗼𝗸 | 𝗔𝗿𝗴𝘂𝘀 𝗠𝗲𝗱𝗶𝗮 Register here https://okt.to/oFfXw6 to benefit from expert analysis of the rare earths market, with a focus on price drivers, supply, demand and the key issues that are likely to shape the sector in 2025. Date and times: 19 February 2025… 10am (GMT) | 3:30pm (IST) | 6pm (SGT) Unavailable on this date? Register anyway to access the webinar recording: https://okt.to/OEIq61 Key topics discussed in the webinar: • Key price drivers – is more volatility to come? • Analysis of the global supply balance • What’s driving demand and is a recovery in sight? Speakers: Mark Seddon, Principal – Analytics & Consulting (Metals), Argus Alice Mu, Lead Analyst – Rare Earths, Argus Ellie Saklatvala, Senior Editor – Non-Ferrous Metals, Argus #metals #rareearths #nonferrous