๐จ TOP 10 WEEKLY DOWNGRADES:
$Root(ROOT.US) $Critical Metals(CRML.US) $Better Home & Finance(BETR.US) $EOS Energy Enterprises(EOSE.US) $Sandisk(SNDK.US) $BlackSky Tech(BKSY.US) $AppLovin(APP.US) $Akamai Tech(AKAM.US) $Celsius(CELH.US) $Kratos Defense & Security(KTOS.US)
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- H
๐ข ๐๐จ๐ฆ๐ง ๐๐ก: Lockheed seeks U.S. mineral supplies after Trump supply-chain push - Reuters - $Niocorp Developments(NB.US) $US Antimony(UAMY.US) $MP Materials(MP.US) $USA Rare Earth(USAR.US) $Critical Metals(CRML.US) $Lithium Americas(LAC.US)
๐ ๐๐ฒ๐ ๐๐ถ๐ด๐ต๐น๐ถ๐ด๐ต๐๐:โค ๐๐ผ๐ฐ๐ธ๐ต๐ฒ๐ฒ๐ฑ ๐ ๐ฎ๐ฟ๐๐ถ๐ป is negotiating U.S. supplies of ๐๐ฐ๐ฎ๐ป๐ฑ๐ถ๐๐บ and ๐ด๐ฒ๐ฟ๐บ๐ฎ๐ป๐ถ๐๐บ.โค Talks involve ๐ก๐ถ๐ผ๐๐ผ๐ฟ๐ฝ, ๐ง๐ฒ๐ฐ๐ธ ๐ฅ๐ฒ๐๐ผ๐๐ฟ๐ฐ๐ฒ๐, and ๐๐ก ๐ฃ๐น๐๐.โค Scandium would be sourced from ๐ก๐ถ๐ผ๐๐ผ๐ฟ๐ฝ'๐ Nebraska mine, targeted for ๐ฎ๐ฌ๐ฎ๐ด.โค Preliminary agreement covers ๐ญ๐ฑ ๐บ๐ฒ๐๐ฟ๐ถ๐ฐ ๐๐ผ๐ป๐ of scandium annually.โค Contracted volume equals roughly ๐ฎ๐ฑ% of estimated global scandium demand.โค Lockheed is also negotiating long-term ๐ด๐ฒ๐ฟ๐บ๐ฎ๐ป๐ถ๐๐บ supply agreements.โค Germanium is used in ๐ถ๐ป๐ณ๐ฟ๐ฎ๐ฟ๐ฒ๐ฑ ๐๐ฒ๐ป๐๐ผ๐ฟ๐ and advanced military systems.โค Discussions follow U.S. efforts to reduce reliance on ๐๐ต๐ถ๐ป๐ฒ๐๐ฒ critical minerals.โค Contract pricing and duration remain key issues in ongoing negotiations.๐ ๐ช๐ต๐ ๐ง๐ต๐ถ๐ ๐ ๐ฎ๐๐๐ฒ๐ฟ๐:โค Strengthens domestic U.S. critical mineral supply chains for defense.โค Could reduce dependence on Chinese sources for strategic materials.โค Supports long-term production of advanced military aircraft and missile systems.โค May accelerate investment in North American critical minerals projects.๐ ๐๐ ๐ฝ๐ฒ๐ฟ๐ ๐ฆ๐๐ฎ๐๐ฒ๐บ๐ฒ๐ป๐๐:๐ ๐ฎ๐ฟ๐ธ ๐ฆ๐บ๐ถ๐๐ต, CEO of NioCorp:"Both companies recognize how important scandium has become to the future of American defense technology."๐๐ผ๐ฐ๐ธ๐ต๐ฒ๐ฒ๐ฑ ๐ ๐ฎ๐ฟ๐๐ถ๐ป:"the global critical minerals supply chain to ensure access to materials that support our customers' missions." - H
๐ข ๐๐จ๐ฆ๐ง ๐๐ก: $Critical Metals(CRML.US) Critical Metals Consortium Shortlisted for Kenya's Mrima Hill Rare Earth Project
๐ ๐๐ฒ๐ ๐๐ถ๐ด๐ต๐น๐ถ๐ด๐ต๐๐:โค ๐๐ฟ๐ถ๐๐ถ๐ฐ๐ฎ๐น ๐ ๐ฒ๐๐ฎ๐น๐-led consortium shortlisted for Kenya's ๐ ๐ฟ๐ถ๐บ๐ฎ ๐๐ถ๐น๐น project.โค Consortium is one of only ๐ฏ ๐๐บ๐ฒ๐ฟ๐ถ๐ฐ๐ฎ๐ป finalists from ๐ณ initial bidders.โค ๐ ๐ฟ๐ถ๐บ๐ฎ ๐๐ถ๐น๐น is a major undeveloped ๐ฟ๐ฎ๐ฟ๐ฒ ๐ฒ๐ฎ๐ฟ๐๐ต and niobium deposit.โค China currently controls approximately ๐ต๐ฌ% of global rare earth supply.โค Rare earth magnet demand is projected to grow ๐ฐโ๐ฒ๐ by ๐ฎ๐ฌ๐ฐ๐ฌ.โค Consortium has a combined market value of approximately $๐ญ.๐ฑ ๐ฏ๐ถ๐น๐น๐ถ๐ผ๐ป.โค Group holds more than $๐ฐ๐ฌ๐ฌ ๐บ๐ถ๐น๐น๐ถ๐ผ๐ป in cash reserves.โค Consortium says it is fully funded through development and ๐ฃ๐ต๐ฎ๐๐ฒ ๐ญ construction.โค Project aims to produce ๐ก๐ฑ๐ฃ๐ฟ ๐บ๐ฎ๐ด๐ป๐ฒ๐๐ and build a regional processing hub. - H
๐ข ๐๐จ๐ฆ๐ง ๐๐ก: $Critical Metals(CRML.US) Critical Metals Consortium Shortlisted for Kenya's Mrima Hill Rare Earth Project
๐ ๐๐ฒ๐ ๐๐ถ๐ด๐ต๐น๐ถ๐ด๐ต๐๐:โค ๐๐ฟ๐ถ๐๐ถ๐ฐ๐ฎ๐น ๐ ๐ฒ๐๐ฎ๐น๐-led consortium reaches final bidding stage for ๐ ๐ฟ๐ถ๐บ๐ฎ ๐๐ถ๐น๐น.โค Consortium is one of only ๐ฏ ๐ณ๐ถ๐ป๐ฎ๐น๐ถ๐๐๐ selected by the Kenyan government.โค ๐ ๐ฟ๐ถ๐บ๐ฎ ๐๐ถ๐น๐น is among the world's largest undeveloped rare earth and niobium deposits.โค Project complements Critical Metals' ๐ง๐ฎ๐ป๐ฏ๐ฟ๐ฒ๐ฒ๐ rare earth project in Greenland.โค China currently controls approximately ๐ต๐ฌ% of global rare earth supply.โค Rare earth magnet demand is projected to grow ๐ฐโ๐ฒ๐ by ๐ฎ๐ฌ๐ฐ๐ฌ.โค Consortium has a combined market value of approximately $๐ญ.๐ฑ ๐ฏ๐ถ๐น๐น๐ถ๐ผ๐ป.โค Consortium holds more than $๐ฐ๐ฌ๐ฌ ๐บ๐ถ๐น๐น๐ถ๐ผ๐ป in cash reserves.โค Development plan targets faster production through accelerated engineering and procurement.๐ ๐๐ ๐ฝ๐ฒ๐ฟ๐ ๐ฆ๐๐ฎ๐๐ฒ๐บ๐ฒ๐ป๐:๐ง๐ผ๐ป๐ ๐ฆ๐ฎ๐ด๐ฒ, Chairman of Critical Metals Corp:โBeing shortlisted for the final stage of this process is a defining moment for Critical Metals and our Consortium. Mrima Hill is precisely the kind of world-class, strategically located asset we have built this Company to pursue, and it sits perfectly alongside Tanbreez, further strengthening our Western-aligned rare earth strategy. We are deeply grateful to the Government of Kenya for the trust it has placed in us and our commitment of delivering lasting value for Kenya as this process moves into its final stage.โ - H
๐ข ๐๐๐๐ ๐๐: Trump signed an executive order tightening the conditions under which U.S. defense contractors can obtain waivers to use banned foreign-sourced critical minerals and materials.
$USA Rare Earth(USAR.US) $MP Materials(MP.US) $Critical Metals(CRML.US) $US Antimony(UAMY.US) $Niocorp Developments(NB.US) $Lithium Americas(LAC.US) $Energy Fuels(UUUU.US) $Trilogy Mets(TMQ.US) - H
$Critical Metals(CRML.US) | ๐๐ซ๐ข๐ญ๐ข๐๐๐ฅ ๐๐๐ญ๐๐ฅ๐ฌ: Freedom Broker reiterates ๐๐ฎ๐ฒ, raises ๐๐ ๐ญ๐จ $๐๐
Analyst sees ๐ฌ๐ญ๐ซ๐จ๐ง๐ ๐๐ซ ๐ฉ๐ซ๐จ๐ฃ๐๐๐ญ ๐๐ฑ๐๐๐ฎ๐ญ๐ข๐จ๐ง and improved Tanbreez ownership clarity after Greenland approval, PIPE financing, and proposed European Lithium merger. - L
Bought some more $Critical Metals(CRML.US), just treat it as a hedge against the East's directive for banks to start selling and restrict purchases of US Treasury bonds.
- L
Next plan:
Set up a regular investment in crypto $BitMine Immersion Tech(BMNR.US),
Wait a bit longer for software $Palantir Tech(PLTR.US),
Increase positions in resource stocks $Critical Metals(CRML.US)
- L
Haven't opened a new position for a long time, starting to build a position in $Critical Metals(CRML.US). The main theme of defense reindustrialization is still not enough with just application stocks.
Although I previously looked at $Niocorp Developments(NB.US), NB's fundamentals are really too poor. The niobium mine hasn't started production yet, relying entirely on empty defense department orders to stay alive.
- ็
$USA Rare Earth(USAR.US)
$US Antimony(UAMY.US)
$Critical Metals(CRML.US)
$MP Materials(MP.US)
$Lithium Americas(LAC.US)
$Energy Fuels(UUUU.US)
The rare earth predicted yesterday has already started soaring in the night market
Many stocks are not randomly chosen, but based on the strategic logic for 2026
The market has now entered the era of "hard tech hegemony". The upward momentum of these targets in early 2026 is no longer solely based on financial data, but on their irreplaceability in the national interest chain
Rare earth is not just for batteries, but also essential for F-35 and guided weapons. These companies are the only trump card for "domestic supply in the US"
Although this does not guarantee a "buy with eyes closed" market, standing on the side of policy trends will be more favorable for investment
