Sectores · 21 análisis · Último: 25 oct 2026
▲ 8 Optimista ▼ 0 Pesimista · 13 Sin tono
Substack · The Precious Metals Miner Gazette · Precious Metals Miner Gazette
A four-tier limit-order ladder can turn mining-sector volatility into a buying plan—provided the business still deserves your capital.
Substack · Inside China / Business · Kevin Walmsley
Bullets:
YouTube · Proactive Investors
Substack · Excelsior Prosperity Substack
Excelsior Prosperity w/ Shad Marquitz (10-09-2026)
Fondos · Sprott
Robotics is expanding across manufacturing, logistics, healthcare and defense, relying on rare earths in its magnets, sensors and electronics. As robots become more advanced and widely adopted, their increasing use of…
Fondos · Sprott
Copper’s advance comes as the market faces growing supply constraints. Operational disruptions, deteriorating ore grades and weakness from Chile are limiting available metal, while U.S. tariff uncertainty is adding…
Substack · dmeresearch · DME Research
(This is a free article posted on my X (@dmeinvestor) on August 30)
Substack · Excelsior Prosperity Substack
Excelsior Prosperity w/ Shad Marquitz (09-12-2026)
Substack · Thierry from arvy
Copper just printed the highest price in its recorded history — and the gap between what the world needs and what it can dig up widens every single year to 2040. Two very different companies benefit.
Substack · El Ingeniero de Wall Street
Jurisdicción de primera, el RIGI, un vecino muy importante con los años contados y un Market Cap que no cuadra con nada de esto. Hoy hablamos de Fredonia Mining.
Fondos · Sprott
Rare earths are the hidden materials powering many of today’s most advanced defense technologies, from fighter jets and drones to radar and autonomous systems. Yet China’s dominance of refining and magnet production has…
Institucional · Goldman Sachs Insights
Electric vehicles, AI, and alternative energy all have something in common: critical minerals and rare earths.
Substack · Excelsior Prosperity Substack
Excelsior Prosperity w/ Shad Marquitz (07/20/2026)
YouTube · Golden Larch Investing
Substack · Insights with SOIC · SOIC Finance
Inside India's Copper Winding-Wire & Continuously Transposed Conductor Value Chain
Fondos · Sprott
Copper is becoming one of the world's most important strategic materials, driven by growing demand from AI, electrification and energy infrastructure. In this video, Sprott Asset Management CEO John Ciampaglia discusses…
Fondos · Sprott
Rare earth elements are a group of 17 minerals essential to powering today’s most critical industries—from AI and data centers to defense systems and clean energy—yet their supply chain remains heavily concentrated in…
Fondos · Sprott
Copper’s strong April rebound highlights its resilience. The growing demand for electrification and energy security is colliding with tightening supply, and geopolitical turmoil is disrupting supply chains. This shift…
Fondos · Sprott
In this episode of Metals in Motion, Steve Schoffstall examines rare earths, highlighting supply-demand imbalances, China’s dominance and the global push to build new supply chains. He explains why these materials are…
YouTube · Nanalyze
Fondos · Sprott
Lithium has surged back into the spotlight, with prices rising more than 125% over the past year as demand broadens beyond electric vehicles and governments begin treating the metal as a strategic resource. With supply…
Fondos · Sprott
As global markets adjust to deglobalization and fiscal dominance, capital is flowing decisively into gold, silver, uranium, copper, rare earths and other critical materials. In this webcast, we break down what’s driving…
YouTube · MiningStockEducation.com
Fondos · Sprott
Join Sprott’s expert team for an exclusive webcast replay exploring the powerful forces reshaping the metals and mining landscape, from surging energy demand and AI growth to tightening supply chains. Discover how…
Fondos · Sprott
Copper markets rallied in September, buoyed by tightening supply and renewed investor confidence. Copper’s supply squeeze is intensifying as mine shutdowns and years of underinvestment drive inventories to historic…