Critical Mineral Playbook July 15, 2025 Full report can be found here Part 1: Rare Earths – Scarcity vs Scare Tactics Welcome to the world of critical minerals, where investor need to separate fact from political fiction. In Part 1...
Terra Capital’s Jeremy Bond delivered the only mining pick for this year’s Heart and Minds Conference portfolio – Canadian uranium developer NexGen Energy. Bond chats with stockhead on why its Rook I discovery is a “geological freak”
Several hedge fund managers have started ratcheting up their exposure to uranium stocks, as they bet on significant price gains. Terra Capital’s Matthew Langsford, Segra Capital’s Arthur Hyde, Argonaut Capital Partners’ Barry Norris and Anaconda Invest’s Renaud Saleur are among managers building bets on uranium companies such as Cameco Corp., Energy Fuels Inc., Ur-Energy Inc. and NexGen Energy Ltd.
China will require export permits on some graphite products from December 1st. Both synthetic graphite (SG) and natural graphite (NG) products must go through export licensing procedures. The move comes after the U.S. stepped up semi-conductor restrictions and the EU considers a Chinese EV subsidy investigation.
Lithium market faces supply challenges beyond 2030. Brazil's Araçuaí Pegmatite District emerges as a potential game-changer for investors.
In a great chat with the money miners, Dylan shares his views on what the rare earth elements that matter are, where the value is added along the chain, which companies have executed well + why, what is needed to be a successful rare earths miner, how the geopolitical situation looks plus a lot more.
A discussion on Ionic Clays and their impact on the Rare Earth market
Matthew and the team at Money of Mine have a detailed chat across a number of commodities making for a great episode
Matt Langsford’s big lithium and copper bets pay off for investors June 19, 2023 It's great to be hosted in the Australian Financial Review for a segment on the Fund showcasing the experience and dedication of the team as well...
Reach Markets, a leading research and investment firm for direct wholesale investors, interviewed Jeremy Bond to learn more about Terra capital.
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