#mining-stocks

#mining-stocks

Oil built the 20th century. Rare earths and critical minerals is building the 21st. Every electric vehicle, wind turbine, solar panel, and guided missile depends on materials one country controls. China dominates the majority of rare earth processing and lithium refining. That's not a supply chain. That's a geopolitical weapon. The energy transition isn't optional. Neither is national security. The companies extracting lithium, neodymium, nickel, and copper are infrastructure for everything that comes next. Here are five stocks positioned to capture that demand.

Yesterday, Antofagasta led a charge by miners on the FTSE 100 to lift the index out of the early morning slump, shooting up about 9% after Freeport-McMoRan set out the production impact from the suspension of its Grasberg Block Cave mine in Indonesia, the world's second largest copper mine. The firm said it would lower third-quarter consolidated sales by approximately 4% for copper and 6% for gold compared to its July estimates.

The silver market is facing its fourth consecutive annual deficit since 2025, with a projected shortfall of 3,339 tonnes driving prices to decade-high levels.