Rio Tinto Plc (RIO)

America Is Closing the Gap in the Rare Earth Supply Chain Race - OilPrice.com Market CommentaryMarch 13, 2026 10:50 AM
PR Newswire (US)

NEW YORK, March 13, 2026 /PRNewswire/ -- Access to rare earths has become a central challenge for advanced defense systems, high-performance manufacturing, and next-generation energy technologies. REalloys (ALOY) is already operating in the most strategic segment of that chain, converting heavy rare earth materials into high-performance magnets and alloys inside the United States.  REalloys Inc. (ALOY), Albemarle Corporation (NYSE: ALB), Rio Tinto Group (NYSE: RIO), NioCorp Developments (NASDAQ: NB), FMC Corporation (NYSE: FMC), IperionX (NASDAQ: IPX).For Washington, the challenge is not geology — it's processing. Many Western companies are still in early exploration or planning stages. REalloys, by contrast, runs a functioning facility in Euclid, Ohio, where heavy rare earth feedstock is refined and transformed into specialized alloys required for defense and advanced industrial use. By keeping processing onshore, the company addresses the offshore refining bottleneck that has long left U.S. supply chains exposed to foreign supply disruptions.REalloys bridges the gap between separated oxides and the metal inputs required to produce high-performance magnets used across aerospace, defense, energy, and industrial applications, already supplying qualified materials under U.S. Department of Defense contracts as domestic sourcing rules tighten.Rare earth magnets sit at the end of this chain — the high-performance components that enable advanced aircraft systems, EV drivetrains, satellites, and critical industrial infrastructure. Many of the technologies built by major U.S. manufacturers depend on high-performance rare earth magnets that allow motors, cooling systems, and precision components to operate efficiently under demanding conditions.REalloys occupies the pivotal step just before that final assembly, converting separated oxides into the specialized metals and alloys magnet manufacturers depend on. As U.S. sourcing rules tighten, the company is already delivering qualified materials under Department of Defense contracts, positioning it as an operational link in America's domestic rare earth supply chain.What the DoD Needs, And Why It's UrgentThe U.S. military is actively partnering with REalloys for rare earth metals and alloys that feed into current operational programs. The company manufactures defense-specification metal and alloy domestically, built to the exact chemistry already embedded in active program supply chains. When procurement rules shift in 2027 and Chinese-origin material is disqualified, REalloys' output stays compliant with zero reformulation required. No other supplier in North America is currently producing the same grade of qualified heavy rare earth metals and alloys.Heavy rare earths are what enable advanced aerospace and industrial platforms to perform reliably under demanding conditions. Dysprosium and terbium are blended into magnet alloys specifically to maintain magnetic performance as temperatures climb and vibration intensifies — making them essential, not optional, inputs for high-performance applications.REalloys' Position in the Rare Earth Supply ChainCut through the noise, and the domestic rare earth picture narrows quickly. The vast majority of U.S.-based players remain stuck in the early stages — mining, oxide separation, pilot programs, and slide decks. REalloys sits at the opposite end of the value chain, occupying the downstream processing stage where supply chains are either real or they aren't.The company holds a signed commercial processing and long-term offtake deal with the Saskatchewan Research Council (SRC), anchored to the SRC Rare Earth Processing Facility in Saskatoon. That agreement gives REalloys (ALOY) access to 80% of the facility's upgraded annual output under a cost-plus pricing structure. Heavy rare earth production from the expanded facility is on track to come online in early 2027 — a milestone that would make REalloys the sole commercial-scale North American source of dysprosium and terbium oxides.To support that expansion, the company is investing roughly US$21 million to boost heavy rare earth processing throughput by approximately 300%, while also lifting light rare earth (NdPr) capacity by 50%. Target output includes up to 30 tonnes of dysprosium oxide, 15 tonnes of terbium oxide, and 400 tonnes per year of high-purity NdPr metal — with NdPr scaling to 600 tonnes annually once the expansion wraps up. Initial production is expected early next year.Building a Diversified Feedstock PipelineLetters of intent are already in place covering feedstock supply from Kazakhstan, Brazil, and Greenland.In Kazakhstan, REalloys has locked in a non-binding long-term offtake deal with AltynGroup covering rare earth feedstock that includes both light and heavy elements — dysprosium and terbium among them. Critically, that material flows straight into the company's U.S.-based metals and alloy production rather than being shipped offshore for processing.On the Brazilian side, a signed offtake memorandum with St George Mining provides potential access to as much as 40% of rare earth output from the Araxá project, pending finalization of definitive terms.And in Greenland, a 10-year offtake arrangement — currently at the LOI stage — would deliver up to 15% of annual rare earth concentrate production from the Tanbreez project.All of these supply streams ultimately point toward one customer: the U.S. Department of Defense.The Euclid, Ohio Processing HubREalloys' facility in Euclid, Ohio is built to take separated rare earth oxides and reduce them into metal under controlled atmospheric conditions, then alloy the resulting material into compositions suitable for magnet production. The same metallurgical workflow handles both light and heavy rare earths, including dysprosium and terbium. What comes out the other end is pre-alloyed metal — chemistry locked in early in the process and maintained within the narrow tolerances that qualified magnet producers require. Functionally, Euclid occupies the critical space between oxide separation and finished magnet assembly, the exact point where rare earth materials transition from intermediates into production-ready inputs.The finished product moves through standard commercial channels and feeds directly into magnets and components destined for DoD programs.Rebuilding a Lost Capability Under PressureFor the first time in a generation, the United States is attempting to reconstruct its rare earth processing infrastructure — a critical undertaking as tightening export policies from China create new pressure on domestic supply chains across both industrial and defense sectors.The core problem is deceptively simple: outside of China, virtually no one can convert rare earth oxides into finished metal at industrial scale. That conversion step is precisely where Western supply chains went dark decades ago.That bottleneck extends beyond defense programs. It also affects supply chains supporting a broad range of technology and industrial sectors that rely on high-performance rare earth magnets for electric vehicles, energy systems, and advanced computing infrastructure.The Center for Strategic and International Studies (CSIS) has flagged rare earth metallization and alloying as the weakest and hardest-to-restore link in any non-Chinese supply chain. In CSIS's assessment, metal and alloy production represents an experience-based bottleneck — a capability that resists shortcuts, even when capital is abundant. Metallization expertise is accumulated through sustained operational history, not assembled on a timeline. Reaching consistent, magnet-grade quality can take years, sometimes decades. You can fast-track a mine. You cannot fast-track metallization.This is exactly where REalloys (ALOY) operates. While the rest of the Western rare earth sector largely tops out at oxide production or pilot-stage separation, the Euclid facility is running the conversion process that CSIS singles out as the most difficult to replicate. Oxides go in, metal comes out, alloys are formulated, and chemistry stays within specs that downstream buyers have already qualified. This isn't a future capability — it's an active one, running inside a U.S. facility and feeding usable material into defense and magnet supply chains today.Other companies to watch as the rare earth race heats up:Albemarle Corporation (ALB) remains the largest publicly traded lithium producer globally, with a geographically diversified asset base spanning Australian hard-rock spodumene operations, Chilean brine production in the Salar de Atacama, and the Silver Peak facility in Nevada ,  currently the only active U.S. lithium brine operation.Following the lithium price correction that extended through 2024–2025, Albemarle has shifted decisively toward capital discipline. The company has slowed portions of its expansion pipeline, reduced operating costs, and prioritized high-margin conversion capacity rather than pure volume growth.Rio Tinto Group (RIO) is broadening its portfolio beyond its historic reliance on iron ore by expanding into lithium and copper. The acquisition of Arcadium Lithium materially increased Rio's exposure to battery raw materials and diversified risk away from the politically complex Jadar project in Serbia.At the same time, the underground ramp-up at Oyu Tolgoi in Mongolia is progressing toward steady-state production, with the asset expected to become one of the largest new sources of copper globally. In North America, Rio continues development work on Resolution Copper alongside BHP, though permitting timelines remain a key variable.NioCorp Developments (NB) is the primary developer of the Elk Creek Project in southeast Nebraska, which is poised to become the most significant domestic source of Niobium, Scandium, and Titanium in North America. Following the launch of the White House and EXIM Bank's "Project Vault" initiative in February 2026, a strategic effort to build a U.S. Strategic Critical Minerals Reserve, NioCorp has moved into the national spotlight as a foundational security asset.Operationally, the company has transitioned from exploration to active development, with its Board of Directors approving the official start of the Mine Portal Project in early 2026. This $44.6 million initiative marks the beginning of physical construction at the site, supported by recent drill results that confirmed high-grade mineralization.FMC Corporation (FMC) has undergone a profound structural shift, evolving from a diversified industrial conglomerate with deep roots in defense and lithium into a focused agricultural sciences powerhouse. Historically, FMC was a major defense contractor, famously developing the M113 Armored Personnel Carrier and the Bradley Fighting Vehicle; however, the company divested its defense systems and gold mining interests in the late 1990s to prioritize its high-margin chemical and crop protection segments.In more recent years, FMC's "energy transition" narrative centered on its lithium business, which was vital for the high-performance batteries used in modern military hardware and electric vehicles. This exposure ended in 2018 with the full spin-off of Livent (now part of RIO), effectively removing FMC's direct ties to the critical mineral supply chain.IperionX (IPX) is disrupting the global titanium industry by re-shoring production to the United States using its patented HAMR™ and HSPT technologies. Unlike the traditional, high-cost "Kroll process" utilized in China and Russia, IperionX's method allows for the production of low-carbon, high-performance titanium components using 100% recycled titanium scrap as feedstock. By early 2026, the company has scaled its Titanium Manufacturing Campus in Virginia to a production capacity of 1,400 metric tonnes per year, achieving a significant "EBITDA inflection point" as it begins fulfilling commercial orders for aerospace and defense giants.The company has solidified its status as a critical defense partner, recently securing a prototype purchase order from American Rheinmetall to produce lightweight titanium components for U.S. Army heavy ground combat systems.By. Josh OwensOilprice Intelligence brings you the inside view on where the next gains will come from, breaking down the market's biggest growth driver with analysis from veteran oilmen and experts. Click here to get this crucial intel for freeImportant Disclosure: The owner of Oilprice.com owns shares and/or stock options of the company and therefore has an incentive to see the company's stock perform well. We encourage you to conduct your own due diligence and seek the advice of your financial advisor or broker before investing.FORWARD LOOKING STATEMENTS
This publication contains forward-looking statements, including statements regarding expected continual growth of the featured companies and/or industry. The Publisher notes that statements contained herein that look forward in time, which include everything other than historical information, involve risks and uncertainties that may affect the companies' actual results of operations. Factors that could cause actual results to differ include, but are not limited to, changing governmental laws and policies concerning, among other things, recreational and medical cannabis sales, success of the company's proprietary technology, the size and growth of the market for the company's products and services, the company's ability to fund its capital requirements in the near term and long term, pricing pressures, etc.IMPORTANT NOTICE AND DISCLAIMER
Neither the author nor the publisher, Oilprice.com, was paid to publish this communication concerning REalloys (ALOY). The owner of Oilprice.com owns shares and/or stock options of the featured company and therefore has an incentive to see the featured company's stock perform well. The owner of Oilprice.com may buy or sell shares of the featured company at any time including at or near the time you receive this communication. This share ownership should be viewed as a major conflict with our ability to be unbiased. This is why we stress that you conduct extensive due diligence as well as seek the advice of your financial advisor or a registered broker-dealer before investing in any securities.This communication is not, and should not be construed to be, an offer to sell or a solicitation of an offer to buy any security. Neither this communication nor the Publisher purport to provide a complete analysis of any company or its financial position. The Publisher is not, and does not purport to be, a broker-dealer or registered investment adviser. This communication is not, and should not be construed to be, personalized investment advice directed to or appropriate for any particular investor. Any investment should be made only after consulting a professional investment advisor and only after reviewing the financial statements and other pertinent corporate information about the company. Further, readers are advised to read and carefully consider the Risk Factors identified and discussed in the advertised company's SEC, SEDAR and/or other government filings. Investing in securities is speculative and carries a high degree of risk. Past performance does not guarantee future results. This communication is based on information generally available to the public and does not contain any material, non-public information. The information on which it is based is believed to be reliable. Nevertheless, the Publisher cannot guarantee the accuracy or completeness of the information.INDEMNIFICATION/RELEASE OF LIABILITY
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View original content:https://www.prnewswire.com/news-releases/america-is-closing-the-gap-in-the-rare-earth-supply-chain-race---oilpricecom-market-commentary-302713483.html

Original: America Is Closing the Gap in the Rare Earth Supply Chain Race - OilPrice.com Market Commentary

Could Northern Dynasty Minerals (NAK) Become the Center of a Strategic Partnership or Buyout?
Northern Dynasty Minerals, owner of the Pebble Project in Alaska, controls one of the world’s largest undeveloped copper deposits. While the project remains stalled by regulatory barriers, its sheer scale continues to attract attention from investors and industry observers. As global demand for copper accelerates—driven by electrification, renewable energy, and grid expansion—the long-term strategic value of Pebble becomes increasingly difficult to ignore.

Although no partnership or acquisition is underway, it is worth examining who might be a strategic buyer or partner if conditions change. Several categories of buyers stand out based on industry patterns, geopolitical incentives, and the nature of the asset.

1. Major Global Mining Companies: The Most Natural Strategic Buyers
Large multinational miners are the most obvious candidates. They have the capital, engineering expertise, and political experience required to develop a project as complex and controversial as Pebble.

Potential candidates (examples, not predictions):
Rio Tinto

BHP

Glencore

Anglo American

Freeport-McMoRan

Why they fit strategically
Pebble is one of the world’s largest undeveloped copper deposits.

Copper demand is rising sharply due to EVs, renewable energy, and transmission infrastructure.

These companies routinely navigate long permitting timelines and high-capex projects.

They have the operational depth to manage environmental, regulatory, and community-relations challenges.

If any buyer category is most aligned with Pebble’s scale and complexity, it is this one.

2. Large Diversified Metals & Energy Companies: Positioning for the Energy Transition
A second group of potential buyers includes companies shifting toward “future-facing commodities” such as copper, nickel, and lithium.

Potential examples
Teck Resources

Vale Base Metals

South32

Why they’d be interested
Copper is increasingly viewed as a foundational metal for the global energy transition.

Pebble’s massive resource could anchor decades of production.

These companies are actively rebalancing portfolios toward green-energy metals.

For firms seeking long-term exposure to copper, Pebble represents a generational opportunity—albeit one with regulatory hurdles.

3. Sovereign Wealth Funds & State-Backed Resource Investors: Long-Horizon Buyers
Some countries aggressively secure long-term mineral supply for industrial and national-security reasons. These investors often have multi-decade horizons and the capital to support large, slow-moving projects.

Potential examples
Middle Eastern sovereign wealth funds

South Korean or Japanese industrial groups

European strategic mineral funds

Why they’d be strategic buyers
They prioritize long-term access to critical minerals.

They can fund multi-billion-dollar, multi-decade projects.

Pebble’s scale aligns with national-level resource strategies.

Note: While China is a major global buyer of copper assets, a Chinese acquisition of NAK is highly unlikely due to U.S. national-security restrictions.

4. U.S.-Aligned Strategic Buyers: The Geopolitical Fit
If Pebble ever moves forward, U.S. policymakers would likely prefer a buyer aligned with American strategic interests.

Potential examples
U.S.-based mining companies

Canadian mining companies (considered geopolitically safe)

U.S.-friendly sovereign funds (e.g., Norway, UAE, Singapore)

Why they’d be strategic buyers
Pebble is a U.S. critical-minerals asset.

Domestic copper supply is increasingly viewed as a national-security priority.

U.S. policy is shifting toward supporting domestic mineral development for EVs and grid expansion.

A U.S.-aligned buyer would face fewer political obstacles and could benefit from federal incentives tied to critical minerals.

5. Private Equity or Infrastructure Funds: A Distressed-Asset Play
While less likely, private equity firms or infrastructure funds could pursue NAK as a long-term speculative investment.

Why they’d consider it
NAK’s valuation is extremely low.

PE firms specialize in distressed assets with asymmetric upside.

They could hold the asset until regulatory conditions change, then partner with a major miner.

Limitations
Pebble’s political risk is unusually high.

The project requires billions in capital—beyond the scope of most PE firms without a strategic partner.

This category is possible, but not the most natural fit.

So Who Is the Most Strategic Buyer?
A major global mining company—such as Rio Tinto, BHP, Glencore, Anglo American, or Freeport-McMoRan—is the most strategically aligned buyer for NAK. These companies have:

The capital

The engineering capability

The political and regulatory experience

The long-term investment horizon

…to make a project like Pebble viable if regulatory conditions ever shift.

Pebble is a massive, long-timeline, high-complexity project. Only the world’s largest miners have the scale to develop it responsibly and profitably. $RIO $NAK

Miners Win as China's Export Ban Triggers 54-Nation Pact Reshaping Critical MineralsFebruary 6, 2026 1:00 PM
PR Newswire (Canada)

Issued on behalf of GoldHaven Resource Corp. VANCOUVER, BC, Feb. 6, 2026 /CNW/ -- Equity Insider News Commentary — The global supply map just broke. China restricted critical tungsten exports to Japan in January[1], causing the United States to counter by rallying 54 nations and launching $30 billion in strategic financing[2]. This geopolitical chess match is rapidly de-risking domestic production. It position GoldHaven Resources Corp. (CSE: GOH) (OTCQB: GHVNF), Sigma Lithium (NASDAQ: SGML) (TSXV: SGML) , Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B), Rio Tinto (NYSE: RIO), and Talon Metals (TSX: TLO) (OTCID: TLOFD) at the forefront of a massive capital rotation.This is a structural pivot, not a temporary blip. Nearly 75% of business leaders are prioritizing resilience over cost as trade barriers rise[3]. To cement this transition, VP JD Vance recently announced price floors and binding alliances with the EU and Mexico to end single-source reliance[4]. With sovereign capital and preferential trade zones now backing the sector, these companies are becoming essential pillars of the new industrial architecture.GoldHaven Resources (CSE: GOH) (OTCQB: GHVNF) has confirmed anomalous tungsten mineralization at its Magno Property in northwestern British Columbia. The company's 2025 surface exploration program identified a previously undocumented tungsten zone at the Vines Lake showing, where assays returned up to 6,550 parts per million tungsten. These results validate historical tungsten data at the Kuhn and Dead Goat showings while expanding the known footprint across multiple structurally controlled skarn zones spanning approximately 1.3 kilometers of strike length."These results represent a meaningful step forward in defining Magno as a large, zoned, intrusion-related mineral system," said Robert Birmingham, President and CEO of GoldHaven. "The confirmation of high-grade silver-lead-zinc mineralization, extensive tungsten, elevated copper within intrusive rocks, and strong bismuth-tellurium pathfinder anomalies reinforces our interpretation of a porphyry-driven system at depth. The emerging geological and metal zonation patterns share important similarities with Coeur Mining's Silvertip district, while Magno's broader critical-metal footprint highlights the potential for a multi-commodity discovery with district-scale upside."The tungsten discovery comes at a strategically important time for Western economies. China implemented strict export controls on tungsten throughout 2025, and the country controls over 80% of global tungsten supply. The metal possesses the highest melting point of any element, making it essential for cutting tools, defense applications including ammunition and armor, semiconductor manufacturing, and energy infrastructure. These export restrictions have elevated tungsten to critical mineral status across North America and Europe.The 2025 program at Magno successfully verified historical showings while discovering tungsten at Vines Lake where previous sampling had not documented the metal. Results from 357 samples revealed bonanza silver grades up to 2,370 grams per tonne alongside lead values exceeding 20% and zinc reaching 3.8% at the Magno and D-Zone carbonate replacement occurrences. Forty-five samples returned over 100 grams per tonne silver. The discovery of indium adds another strategic dimension, with values up to 334 parts per million. Indium is used in electronics and renewable energy technologies.GoldHaven has also completed its inaugural diamond drilling program at the Copeçal Gold Project in Brazil. Nine holes totaling 1,085.7 meters tested priority targets and discovered bornite, which suggests potential for a substantial gold-copper system. The company also confirmed high-grade copper mineralization at its Three Guardsmen Project, with surface sampling returning grades up to 15.85% copper.GoldHaven now controls 133,186.16 hectares across proven mining jurisdictions with multiple projects advancing simultaneously and assay results pending from Copeçal. All projects are supported by a comprehensive 43-101 Technical Report.CONTINUED… Read this and more news for GoldHaven Resources at: https://equity-insider.com/2025/10/02/the-goldhaven-story-two-continents-one-strategy-systematic-historic-gold-district-exploration-2/In other industry developments and happenings in the market include:Sigma Lithium (NASDAQ: SGML) (TSXV: SGML) sold an additional 100,000 tonnes of high purity lithium fines at market prices equivalent to an adjusted net final price of $140 per tonne for 1% lithium oxide content. The company reaffirmed that remobilization of contractors and equipment at its Grota do Cirilo mine site is proceeding as planned and expected to conclude in January 2026.Sigma Lithium categorically denied recent media reports incorrectly characterizing an administrative inquiry by Brazil's Ministry of Labor and Employment as an "operational injunction," describing the coverage as part of a coordinated defamatory campaign. The company maintains the administrative inquiry does not constitute material information and does not impact its ability to operate or execute mine remobilization activities that will maintain an estimated 19,000 direct and indirect jobs in the Jequitinhonha Valley.Berkshire Hathaway (NYSE: BRK.A, BRK.B) completed its acquisition of OxyChem from Occidental for $9.7 billion, adding a leading producer of essential chemistry with operations across North America. OxyChem is a top three U.S. manufacturer of polyvinyl chloride, chlor-alkali and chlorinated organic chemicals, and calcium chloride supporting critical applications in water treatment, pharmaceuticals, healthcare, and manufacturing.OxyChem's products play an essential role in everyday life, supporting applications in manufacturing, automotive, personal hygiene, and residential and commercial construction. The company will continue to be managed by Wade Alleman, OxyChem president and CEO.Berkshire Hathaway and its subsidiaries engage in diverse business activities including insurance and reinsurance, utilities and energy, freight rail transportation, manufacturing, retailing and services. The acquisition strengthens Berkshire Hathaway's portfolio of industrial operations with a strategic producer of chemicals essential to modern infrastructure and manufacturing.Rio Tinto (NYSE: RIO) and Aluminum Corporation of China Limited (Chalco) entered into a definitive agreement with Votorantim to acquire, through a joint venture owned 33% by Rio Tinto and 67% by Chalco, Votorantim's 68.596% controlling shareholding in Companhia Brasileira de Alumínio (CBA) for R$10.50 per share. The transaction values Votorantim's shareholding in CBA at approximately $902.6 million, with Rio Tinto's pro-rata amount being $297.8 million."This acquisition, jointly with Chalco, of Votorantim's controlling position in CBA's fully integrated aluminium supply chain in Brazil is aligned with our strategy to deliver value for shareholders by extending our low-carbon, renewable-powered aluminium footprint in rapidly growing markets," said Jérôme Pécresse, Rio Tinto Aluminium & Lithium Chief Executive. "Our partnership with Chalco brings together our combined operational excellence, innovation and unique project execution capabilities, unlocking the potential to create value for the benefit of our shareholders, as well as CBA's employees, customers and local communities."CBA is a vertically integrated low-carbon aluminium business supported by a 1.6 GW portfolio of renewable power generation assets. Rio Tinto International Holdings Limited will hold Rio Tinto's 33% shares in the joint venture, with the transaction subject to regulatory approvals and customary closing conditions.Talon Metals (TSX: TLO) (OTCID: TLOFD) reported an 8.85-meter massive sulphide intercept grading 9.60% nickel, 12.65% copper, and 11.12 g/t gold in drill hole 25TK0563B at its Vault Zone. Step-out drilling confirmed mineralization continuity approximately 79 meters below the Tamarack Resource Area, with drill hole 25TK0567 intercepting 35 meters of mixed massive sulphides starting at 645.26 meters."With the transaction with Lundin Mining now complete, our combined team is positioned to advance our four strategic priorities in parallel working to materially extend the Eagle Mine life, accelerating exploration in Michigan and Minnesota," said Darby Stacey, CEO of Talon Metals. "Our methodical approach of focusing on Borehole Electromagnetic anomalies coupled with precision drilling has continued to deliver success within the Vault Zone."The company's three in-house drill rigs continue actively drilling the Vault Zone with mineralization remaining open in all directions. Talon Metals operates the Eagle Mine in Michigan, currently the only primary nickel mine operating in the United States, positioning the company to supply critical minerals for domestic battery production.Article Sources:
https://equity-insider.com/2025/10/02/the-goldhaven-story-two-continents-one-strategy-systematic-historic-gold-district-exploration-2/ and https://equity-insider.com/goh-profile CONTACT:Equity Insider
info @athomedadDISCLAIMER: : Nothing in this publication should be considered as personalized financial advice. We are not licensed under securities laws to address your particular financial situation. No communication by our employees to you should be deemed as personalized financial advice. Please consult a licensed financial advisor before making any investment decision. This is a paid advertisement and is neither an offer nor recommendation to buy or sell any security. We hold no investment licenses and are thus neither licensed nor qualified to provide investment advice. The content in this report or email is not provided to any individual with a view toward their individual circumstances. Equity-Insider.com is a wholly-owned subsidiary of Market IQ Media Group, Inc. ("MIQ"). This article is is being distributed for Maynard Communications ("MAY"), who has been paid a fee for an advertising campaign. MIQ has not been paid a fee for Golden Goose Resources Corp. advertising or digital media, but the owner/operators of MIQ also co-owns MAY. There may be 3rd parties who may have shares of Golden Goose Resources Corp, and may liquidate their shares which could have a negative effect on the price of the stock. This compensation constitutes a conflict of interest as to our ability to remain objective in our communication regarding the profiled company. Because of this conflict, individuals are strongly encouraged to not use this publication as the basis for any investment decision. The owner/operator of MIQ own shares of Golden Goose Resources Corp. which were purchased in the open market, and reserve the right to buy and sell, and will buy and sell shares of Golden Goose Resources Corp. at any time without any further notice commencing immediately and ongoing. We also expect further compensation as an ongoing digital media effort to increase visibility for the company, no further notice will be given, but let this disclaimer serve as notice that all material, including this article, which is disseminated by MIQ has been approved by Golden Goose Resources Corp.; this is a paid advertisement, we currently own shares of Golden Goose Resources Corp. and will buy and sell shares of the company in the open market, or through private placements, and/or other investment vehicles. While all information is believed to be reliable, it is not guaranteed by us to be accurate. Individuals should assume that all information contained in our newsletter is not trustworthy unless verified by their own independent research. Also, because events and circumstances frequently do not occur as expected, there will likely be differences between the any predictions and actual results. Always consult a licensed investment professional before making any investment decision. Be extremely careful, investing in securities carries a high degree of risk; you may likely lose some or all of the investment.SOURCES CITED:https://www.fastmarkets.com/insights/tungsten-market-participants-concern-china-tightens-export-controls-japan/https://www.state.gov/releases/office-of-the-spokesperson/2026/02/2026-critical-minerals-ministerialhttps://www.weforum.org/press/2026/01/global-supply-chains-enter-era-of-structural-volatility-world-economic-forum-report-finds/https://www.mining.com/web/vance-says-us-will-establish-price-floor-system-for-critical-minerals/Logo: https://mma.prnewswire.com/media/2840019/5776484/Equity_Insider_Logo.jpg





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Original: Miners Win as China's Export Ban Triggers 54-Nation Pact Reshaping Critical Minerals

Started a position today in both RIO and BHP..

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=176501149 $RIO

Why is NIO Inc. (NIO) Among the Best Lithium and Battery Stocks to Invest In? $RIO $NIO https://finance.yahoo.com/news/why-nio-inc-nio-among-081035439.html

Trump transition team has fleshed out its plan to destroy the US EV market
https://electrek.co/2024/12/16/trump-transition-team-has-fleshed-out-its-plan-to-destroy-the-us-ev-market/ $RIO

RIO 10Q due 4/17

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=172618081 $RIO

#105 FOLLOW FOR YOU , I'M LOOKING FOR#209 , THANKS IN ADVANCE.

https://northerndynastyminerals.com/site/assets/files/4870/2020-10-02-ndm-nr.pdf $RIO

Bounce $RIO ? https://www.nxtmine.com/news/articles/todays-news/tsx-ndm-northern-dynasty-comments-on-one-year-anniversary-of-appeal-submission-and-recent-predictions-of-significant-increases-in-the-price-of-copper-coming-in-light-of-supply-demand-imbalances/

World’s second largest mining corp orders Wabtec battery-electric locomotives

https://electrek.co/2022/01/10/worlds-second-largest-mining-corporation-orders-four-wabtec-battery-electric-locomotives/

Good luck... US sanctions on Australia incoming!

$RIO Total Debt (mrq) 13.83B

That is an island reversal pattern!

I suspect if you draw a trendline on the lows, this will run to that line and reverse harder than a witch's titty!

Null and VOID - Delete that theory



Commodities

Interesting. I’ll watch that neckline. But as long as IOre rallies..

Great entry there Sir....

Prob. don't worry about this ?






https://www.mining-technology.com/features/how-china-is-moving-beyond-australia-for-its-iron-ore-hunger/

Guinea is host to a few other significant projects, two of those being Kalia and Zogota, which have a combined production capacity of over 20Mt. Both are expected to be operational by 2023. Perhaps the starkest sign of Guinea’s iron ore potential is China’s interest in it – a China-backed consortium won a $14bn deal to develop part of the Simandou project late last year.

Took some sub $77

Good Luck!

Looking to take position in RIO. Good entering point on an intraday dip.

Blu Jay deal is a rip off scam.

Do your DD and you will find nothing there but bull shit. Blu Jay from what I see is a money funneling scam with no real value.

I’m looking at this junior IRON/ ORE miner BKI (Black Iron) and I wanted to know if you guys have checked it out before?

Canadian company that’s owns a 1.3B USD mine in Ukraine and they just closed a large private placement with RAB capital in the UK. Apparently off-take announcements are supposed to come through soon with construction commencing later this year. Stock is currently at 8c would love your opinion..

$RIO

$RIO China's refined copper imports to fall almost 15 pct in 2019 -

Rio Tinto (RIO)
50.97 ? 1.69 (3.43%)
Volume: 2,633,273 @ 10:32:40 AM EDT ET
Bid Ask Day's Range
- - 50.84 - 51.57
RIO Detailed Quote

Gold is like oil....
Without inflation accounted for oil will never pass $110 barrel.

Just like a lopsided potion of society still doesn’t know how to value “time” (the most valuable commodity)
Even the people who do appreciate it do not yet value it....
For me this is a concept i constantly focus on....think about...

It s a concept that doesn’t require education. Merely confidence (in a sense)

I have no idea.
What’s the premis of rumor?
Thesis?

Any truth to the rumor about a NAK buyout? Hard to believe until NAK knows how this pebble mine is going to play out.

Again, you?
Buy, parceled with a brl / usd pair to be safe.

And build a mountain!

http://www.stockscores.com/charts/charts/?ticker=RIO

I LIKE $RIO

http://www.barchart.com/detailedquote/stocks/RIO

RIO News: RIO TINTO 24 HOUR DEADLINE ALERT: Approximately 24 Hours Remain; ClaimsFiler Reminds Investors of Deadline in Class Action La... 12/21/2017 10:50:00 PM
RIO News: RIO TINTO SHAREHOLDER ALERT: ClaimsFiler Reminds Investors with Losses in Excess of $100,000 of Lead Plaintiff Deadline in Cl... 12/01/2017 10:50:00 PM
RIO News: RIO TINTO SHAREHOLDER ALERT: CLAIMSFILER REMINDS INVESTORS WITH LOSSES IN EXCESS OF $100,000 of Lead Plaintiff Deadline in Cl... 11/17/2017 10:50:00 PM
RIO News: Rio Tinto poursuit son partenariat avec Passeport pour ma réussite 11/14/2017 07:00:00 AM
RIO News: Rio Tinto pursues its partnership with Pathways to Education 11/14/2017 07:00:00 A

http://www.barchart.com/snapopinion/stocks/RIO

Rio Tinto (RIO)
55.66 ? -0.79 (-1.40%)
Volume: 2,684,337 @ 4:41:30 PM EST ET
Bid Ask Day's Range
- - 55.13 - 55.89
RIO Detailed Quote

http://www.barchart.com/snapopinion/stocks/RIO

SEC: Rio Tinto, Former Top Executives Charged With Fraud:

Washington D.C., Oct. 17, 2017—
The Securities and Exchange Commission today charged mining company Rio Tinto and two former top executives with fraud for inflating the value of coal assets acquired for $3.7 billion and sold a few years later for $50 million.

...more:

https://www.sec.gov/news/press-release/2017-196

https://www.stockscores.com/charts/charts/?ticker=RIO

ADRs End Mostly Higher "Dow Jones News" - 8/23/2017 7:30:00 PM
ADRs End Higher; Ryanair Trades Actively "Dow Jones News" - 8/15/2017 5:57:00 PM
Rio Tinto to sell Mason Resources Corp. shareholding "PR Newswire (Canada)" - 8/4/2017 9:00:00 AM
Report of Foreign Issuer (6-k) "Edgar (US Regulatory)" - 8/2/2017 1:18:16 PM
Rio Tinto Increases Share Buyback Plans After Jump in 1st-Half Net Profit -- Update "Dow Jones News" - 8/2/2017 4:20:00 AM

Rio Tinto (RIO)
49.12 ? 1.21 (2.53%)
Volume: 3,196,251 @ 2:16:41 PM EDT ET
Bid Ask Day's Range
- - 48.74 - 49.25
RIO Detailed Quote

Anyone know if Rio Tinto plans on re-partnering with Northern to work the Pebble claim?

Rio Tinto (RIO)
43.5 ? 0.36 (0.83%)
Volume: 3,722,065 @ 4:23:04 PM ET
Bid Ask Day's Range
- - 43.15 - 43.63
RIO Detailed Quote

RIO News: Report of Foreign Issuer (6-k) 05/22/2017 01:00:37 PM
RIO News: Report of Foreign Issuer (6-k) 05/19/2017 12:20:37 PM
RIO News: Notice of Iran-related Disclosure Filed Pursuant to Section 13(r)(3) of the Exchange Act (irannotice) 05/12/2017 01:46:10 PM
RIO News: Report of Foreign Issuer (6-k) 05/12/2017 01:40:13 PM
RIO News: Automatic Shelf Registration Statement of Securities of Well-known Seasoned Issuers (f-3asr) 05/08/2017 04:59:20 PM

Rio Tinto (RIO)
41.86 ? 0.0 (0.00%)
Volume: 64,804 @ 7:22:12 AM ET
Bid Ask Day's Range
- - - - -
RIO Detailed Quote

RIO buy option 40.27

buy 19 JAN 18 32.5 call for 8.71
bull flag









normal chart




log chart

$RIO this was good ?????

re;
Rio Tinto's $2.45B coal mine sale to Chinese-led group cleared by Australia

Rio Tinto (NYSE:RIO) wins approval from Australia’s foreign investment regulator to sell most of its coal mines to a group led by Yanzhou Coal (NYSE:YZC) for $2.45B.

The deal would leave Rio with just two producing coal mines in Australia and elevate the Chinese-led group to the country’s largest pure-play coal producer.

Yancoal Australia, 78% owned by YZC, has not yet secured financing for the deal, with investors awaiting details of a capital raising and share offer.

Rio Tinto's $2.45B coal mine sale to Chinese-led group cleared by Australia

Rio Tinto (NYSE:RIO) wins approval from Australia’s foreign investment regulator to sell most of its coal mines to a group led by Yanzhou Coal (NYSE:YZC) for $2.45B.

The deal would leave Rio with just two producing coal mines in Australia and elevate the Chinese-led group to the country’s largest pure-play coal producer.

Yancoal Australia, 78% owned by YZC, has not yet secured financing for the deal, with investors awaiting details of a capital raising and share offer.

Rio Tinto (RIO)
40.61 ? -0.37 (-0.90%)
Volume: 3,305,643 @ 5:51:27 PM ET
Bid Ask Day's Range
- - 40.0 - 41.13
RIO Detailed Quote

RIO News: The Law Offices of Howard G. Smith Announces the Filing of a Securities Class Action on Behalf of Rio Tinto plc Investors & E... 01/09/2017 02:01:00 PM
RIO News: SHAREHOLDER ALERT: Faruqi & Faruqi, LLP Encourages Investors Who Suffered Losses In Excess Of $100,000 Investing In Rio Tinto... 01/05/2017 07:37:00 PM
RIO News: INVESTOR ALERT: Brower Piven Encourages Shareholders Who Have Losses In Excess Of $100,000 From Investment In Rio Tinto plc T... 12/28/2016 10:00:00 PM
RIO News: RIO LOSS NOTICE: Rosen Law Firm Reminds Rio Tinto plc Investors of Important Deadline in Class Action – RIO 12/23/2016 04:33:00 PM
RIO News: INVESTOR ALERT: Levi & Korsinsky, LLP Notifies Shareholders of Rio Tinto plc of a Class Action Lawsuit and a Lead Plaintiff D... 12/23/2016 09:50:00 AM