VanEck Rare Earth and Strategic Metals ETF (REMX) Options

The Not-So-Rare Earth Elements: A Question of Supply and Demand
https://kleinmanenergy.upenn.edu/research/publications/the-not-so-rare-earth-elements-a-question-of-supply-and-demand/ $REMX

Will Trump Send Silver To $100? Change Is Happening Now | Gary Thompson https://jpost.com/business-and-innovation/precious-metals/article-839659 $REMX

The Global Silver Shortage: Brace Yourself for Soaring Demand!!
https://www.youtube.com/shorts/CYUy2cqtZ1w $REMX

GREAT NEWS FOR LYNAS!!!

KUALA LUMPUR, Oct 24 (Reuters) - Malaysia said on Tuesday it has made a consideration to update the licensing conditions of Australia's Lynas Rare Earths (LYC) , covering the import of raw materials that contain natural radioactive material until March 2026.

The consideration will allow Lynas' cracking and leaching activities to continue subject to conditions, Malaysia's Ministry of Science, Technology and Innovation said in a statement.

Pebble Mine Could Reduce Dependence on China for Critical Metals
https://www.instituteforenergyresearch.org/renewable/pebble-mine-could-reduce-dependence-on-china-for-critical-metals/ $NAK

Mullen and NexTech Batteries Will Deliver the Most Advanced Lithium Sulfur Battery Technology
https://news.mullenusa.com/mullen-and-nextech-batteries-will-deliver-the-most-advanced-lithium-sulfur-battery-technology-available-today $MULN $REMX

Mullen plans to produce more than 100,000 vehicles over 5 years using NexTech lithium sulfur (Li-S) pouch format batteries, which are 60% lighter than today’s EV’s, improving vehicle efficiency and reducing overall energy consumption . NexTech’s Sulphur is sustainably sourced and is a result from recycling oil refinement by-products. These materials are fully recyclable, sustainable, ubiquitously available and inexpensive. Mullen is committed to reducing greenhouse gas emissions in every aspect of its business. This includes the use of low carbon footprint materials and emerging technologies, in this case, readily available Sulphur instead of heavily mined rare earth metals.

https://news.mullenusa.com/mullen-and-nextech-batteries-will-deliver-the-most-advanced-lithium-sulfur-battery-technology-available-today $MULN $REMX

$MULN appears to have found a solution NOT to use Rare Earth Minerals for its Electric Vehicle batteries for EVs https://www.mullenusa.com/battery $REMX

$UURAF Ucore's Rare Earth Separation Commercial Demonstration Plant On-Track for Q4-2022 Commissioning $REMX

$MULN appears to have found a solution NOT to use Rare Earth Minerals for its Electric Vehicle batteries for EVs https://www.mullenusa.com/battery $REMX

Northern Dynasty Minerals $NAK The Pebble Mine contains billions of pounds of rare earth elements. https://instituteforenergyresearch.org/renewable/pebble-mine-could-reduce-dependence-on-china-for-critical-metals/ $REMX

To go electric, America needs more mines. Can it build them? "There is no way there's enough raw materials being produced right now to start replacing millions of gasoline-powered motor vehicles with EVs,” said Lewis Black, CEO of Almonty Industries Inc, which mines the hardening metal tungsten in Portugal and South Korea." https://www.reuters.com/article/us-usa-mining-insight-idUSKCN2AT39Z $REMX $UURAF

Biden faces green dilemma in push to build US rare earths capacity
https://www.ft.com/content/fe8fc690-ce95-4622-95ac-e43ab261164d $REMX $UURAF

U.S. Plans to Spend Big on Critical Minerals; Choosing Where Isn’t Easy
https://www.wsj.com/articles/u-s-plans-to-spend-big-on-critical-minerals-choosing-where-isnt-easy-11624186800 $UURAF $REMX

Don't forget this Biden signs executive order to review critical supply chains
https://seekingalpha.com/symbol/UURAF $UURAF $REMX

President Joe Biden signed an executive order requiring a review of the global supply chains in key industries in an effort to boost domestic production and avoid shortages in critical goods amid the coronavirus pandemic.

Biden's action was spurred in part by the global semiconductor shortage, which began shortly after the coronavirus pandemic hit last year. Semiconductors, commonly known as chips and used in a range of products including cellphones and computers, and were in high demand as consumers around the world purchased equipment to work from home. The shortage has severely impacted automakers and other manufacturers and led to slowdowns in production."

https://www.nbcnews.com/politics/white-house/biden-sign-executive-order-targeting-america-s-supply-chains-critical-n1258684
$REMX $UURAF

#REMX: THIS TIME WE WILL WIN...:-} GO PRO LIFE


SILVER PANIC







https://new.reddit.com/r/Wallstreetsilver/comments/ly7pme/silver_panic/



https://youtu.be/idBDCsmul4Y?t=196

$REMX $NAK Northern Dynasty Minerals $NAK 4.5 billion tonnes in the Inferred category at a grade of 0.25% #copper, 0.25 g/t gold, 226 ppm molybdenum and 1.2 g/t silver, containing 25 billion lbs of copper, 36 million oz of #gold 2.2 billion lbs of #molybdenum and 170 million oz of silver

#REMX: GLAD TO SEE YOU HERE Spot...

China has changed the way it talks about Taiwan, reflecting rising tensions that could pull the US into a war
https://www.businessinsider.com/chinas-military-buildup-attitude-toward-taiwan-raises-conflict-fears-2020-9 $REMX #RareEarths

China accounts for over 95% of the world’s production of rare earths, giving it the ability to place US industry and defence in a stranglehold, should it choose. It’s been a significant concern for President Trump’s administration, who have sought avenues to boost domestic production of rare earths. In 2019, the US Commerce Department recommended the US should take urgent steps to boost domestic rare earth production, and recommend stockpiling as a short-term measure, combined with longer-term measures to explore, develop and process more rare earth minerals.
MP Material’s Mountain Pass mine in California is the only operating rare earths mine in the US and has been the subject of much interest from the federal government for that reason. The listing will be a boon to the US government and US industry as a major step in reducing the reliance on China for rare earths.

MP Materials will net around $489m from the merger and a separate stock offering with other investors. The company will use the funds to upgrade outdated processing equipment at Mountain Pass, which has held over from the Molycorp era. Currently, MP Material’s lack of processing equipment means it has to ship over 50,000 tonnes of concentrated rare earths to China each year for processing. $fvac

$REMX Molycorp's Ghost Rises Through Fortress Value Acquisition And MP Materials
https://seekingalpha.com/article/4360937-molycorps-ghost-rises-through-fortress-value-acquisition-and-mp-materials $FVAC

China develops weapons to fry US electric grid, eyes high-tech ‘Pearl Harbor’ attack https://www.washingtonexaminer.com/washington-secrets/china-develops-weapons-to-fry-us-electric-grid-eyes-high-tech-pearl-harbor-attack

Very nice moving up Im very happy to see it. Anyone know what the catalyst is?

Strong Upside the recent days in REMX

$UURAF UURAF) ("Ucore" or "the Company") is pleased to announce an upgraded mineral resource ("Resource" or "Mineral Resource") estimate for the Bokan Dotson-Ridge Rare Earth Project in Southeast Alaska ("Bokan" or the "Bokan Project"). The upgrade to the Resource incorporates six additional critical co-product metals (as defined by the U.S. Federal Government)([1]) not previously considered in mineral resource and economic estimates (collectively, the "Critical Co-Products").

Using a total rare earth oxide ("TREO") cut-off grade of 0.40 percent, an additional 38.5 thousand tonnes of the critical and strategic metals, including niobium (Nb), zirconium (Zr), beryllium (Be), hafnium (Hf), titanium (Ti), and vanadium (V) have now been added to the Resource at Bokan. This development is a result of an independent metallurgical assessment by Mr. Ed Bentzen; followed by an update to the geologic model by Mr. Jim Robinson of Aurora Geosciences (Alaska) Ltd. ("Aurora").

"We're pleased to announce this important Resource upgrade as Ucore continues its development of the Bokan Project towards shovel ready status," said Jim McKenzie, President & CEO of Ucore. "The completion of these initial studies continues to add momentum towards our ultimate goal of installing Bokan's unique surface and underground mine facility, and the construction of the planned Alaska Strategic Metals Complex [the "Alaska SMC"] in Ketchikan, Alaska, as defined in our M(3) Plan of Action." $UURAF $REMX

Sure, if I see a ton of open interest come in on the options chain. Until then, I'll look elsewhere.

It's a sleeper for sure, but I still think that it has the potential for a huge move to the upside.

Just look at the options chain for REMX. It's totally dead. No volume and no open interest, even 201 days out on the 2/21/20 options.

How to Profit from the Electric Vehicle (EV) Revolution in 2019
https://financial-news-now.com/how-to-profit-from-the-electric-vehicle-ev-revolution-in-2019/ $REMX $UURAF

China says there will be no trade deal unless existing tariffs are stripped
https://www.cnbc.com/2019/07/05/china-says-there-will-be-no-trade-deal-unless-existing-tariffs-are-stripped.html?__source=twitter $remx $uuraf

Wondering why it tanked today?

Options Traders Blitz 2 Metals ETFs Amid Trade Tensions

I took advantage of it and got back in at a better PPS than I had originally.

This is being driven by the news cycle now, which has a very short memory. The possibility that the Chinese might halt exports of REM to the U.S. is still very much present.

Wow, what a wild ride. Got back in at $14.62.

I wish this thing would catch up to Lynas percentage-wise.

Could be, but over the years China accumulated most of the world's REM mines and processing facilities, to the point where they control 80% of the world's production of REM.

I think Africa has the most rare earth minerals on the planet.

I think that the selling is just logical profit-taking. The "hype" is based upon the threat of the Chinese withholding exports of REM to the U.S. as the next round of the trade war. I think that it's a distinct possibility, given that they did that very thing to the Japanese 5 years ago over the seizure of a Chinese fishing boat in Japanese territorial waters.

Now, go back 5 years in the charts and see if you want to miss out on a move like that, especially given today's entry point.

This is exactly what I thought when I saw that. I really want to buy some OTM calls, but there are too many sellers to believe this hype is real.

There's the day-trader profit taking.

Be nice to fill that gap from 12/19/18. I suppose I don't need to tell you guys about $LYSC*, I bought that this morning as well, and am quite pleased.

200 MA test coming

Is there an inverse ETF for this? I could see shorting the individual stocks that make up the ETF, but that would be extremely risky at this point IMHO.

That volume was quite large for such a small move. Wondering how much short volume is in it

this is a low enough entry point to mitigate the risk

Agreed... I picked up a chunk yesterday, I'm thinking easy double. Gl

Yes, that volume got my attention. Being an ETF, it didn't run beyond reach the way individual stocks sometimes do.

I researched mpmaterials.com, the owner/operator of the Mountain Pass mine, but they're privately held. The Chinese actually added a tariff to the ore that mpmaterials exports to China for processing. Seems to me they're shooting themselves in the foot, providing incentive to process the ore here.

Either way, this could be a great speculative play on the trade war, and this is a low enough entry point to mitigate the risk.

Huge volume here today.

Got an order placed for tomorrow's trading. It will be interesting to see if the rare earth metals are China's next play in the trade war.

REMX 14.65

Could the Silver Price Really Hit $130 per Ounce?
https://investingnews.com/daily/resource-investing/precious-metals-investing/silver-investing/silver-price-1000-per-ounce/

This one is nice also!
Another good pick!