REMX News and Press, VanEck Vectors Rare Earth Strategic Metals From 09/30/22

Summary One of the key points I’ve been discussing for the past two years is that the commodity markets are facing a unique set of policy-driven imbalances. When it comes to shortages across the fossil fuel space, the multi-year low in oil inventories has been only temporar...

Summary Why China's challenges are global mining companies. The strong U.S. dollar is still the dominate factor for commodities markets. Are the conditions in place for another commodity supercycle? Concerns about a recession and slowing growth in China have ...

Summary Mining can have adverse environmental consequences. It often requires large surface areas, which can damage biodiversity, and processing can cause high emissions as well as water and soil pollution. Host communities of the natural resource sector are vulnerable to potentia...

Summary Rare earth metals have had quite a run. Reasons to be bullish? Bullish reason one: Demand will continue to rise. Bullish reason two: A supply monopoly. Bullish reason three: Geopolitics. But China also presents a dangerous investment landscape. On May...

Summary REMX invests in rare earth and strategic metals producers, which may become the most important sources of energy and economy in the future. During the past 12 months, REMX’s investments in Australian, Canadian and French miners delivered positive price growth, while...

The destroyer of wealth, inflation, has arrived, vigorously ravaging savings and effectively reducing the purchasing power of money on a monthly basis. The impact of an aggressive monetary policy stance has driven the U.S. dollar to greater heights. Holding U.S. dollars, even at a...

The company is buying the Isabella-McCays-Bubi gold project in northwest Zimbabwe which has reserves of almost 2 Moz and an NPV of over $300 million. However, total project costs are over $350 million and most of the ore is sulfide, which is notoriously difficult to process. Even ...

Pilbara Minerals, an Australian mining company, operates the world's largest independent hard rock lithium operation. Lithium demand is expected to grow by 25% a year over the next decade. Pilbara is now cash flow positive. Cash position increased 270% from last quarter to $87...

In June, Sigma Lithium announced an increase to its resource estimate by almost 50%. The stock has sold off due to Goldman’s bearish lithium call, which looks increasingly wrong. Sigma Lithium is staffing up as it progresses towards Phase 1 production on time and on budget....

Sigma Lithium runs Grota do Cirilo Project in Brazil, a vertically integrated operation expecting to produce high purity 5.5-6% battery grade lithium concentrate. Using an ultraconservative price of $1790 per ton, revenue would trend north from $483 million in 2023 to $779 million in ...