u/IronTarkus1919

"We have no preference." Brazil tells the US they won't block China from their Rare Earth sector.

Despite the US desperately trying to secure non-Chinese supply chains for critical minerals (like Neodymium, Praseodymium, and Dysprosium), Brazil's president explicitly stated they are open to investment from "whoever wants to participate", including China.

Brazil holds the second-largest reserves of rare earths globally. While the US just tried to secure a $2.8 billion deal for the Serra Verde mine, that transaction is now tied up in the Brazilian Supreme Court over "national interest" concerns.

scmp.com

u/IronTarkus1919 — 6 days ago

▲ 3 r/metals_io

A recent interview with Bloomberg's commodity index manager laid out the exact thesis for holding physical assets like RARE and xU3O8. He highlighted two major forces: First, Western governments are aggressively "reshoring" supply chains away from China, which reverses decades of cheap globalization and permanently increases the cost of raw materials. Second, he noted that for critical industrial metals, it can take up to 10 years to bring a new mine into production.

The duration mismatch is key; You can't fast-track a decade of permitting just because AI data centers suddenly need more power and hardware. This confirms why holding tokenized, already-refined physical metals is so powerful. We bypass the 10-year execution risk of the miners and just hold the bottleneck. Are you guys treating your RARE and xU3O8 bags as long-term holds for the 2030s, or trading the shorter-term momentum?

u/IronTarkus1919 — 18 days ago