10-Minute Contrarian Ep212: The Race is On
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Jul 12, 2025 A critical race is on for securing rare earth metals and copper, vital for future industries. Geopolitical tensions are escalating demand while national strategies shape mining investments. Meanwhile, bullish predictions on Bitcoin and silver highlight emerging investment opportunities for contrarian thinkers. Listen in to discover how the current landscape might present unique chances for savvy investors.
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Critical Minerals Key to Power
- The race to secure critical minerals is a major global story affecting nations' prosperity and security.
- Countries holding essential minerals gain leverage and relevancy; lacking them leads to weakness and disadvantages.
China's Rare Earth Dominance
- China controls about 90% of rare earth metals, giving it huge global leverage.
- Rare earths are vital for defense and technology, prompting many countries to aggressively secure them.
Invest Early in Critical Metals
- Investing early in rare earth and copper mining stocks can yield significant returns due to rising demand and limited supply.
- Consider stocks with smelters like Rio Tinto and Freeport MacMoran to reduce costs and gain advantage.