How to Profit from Rare Earth Uncertainty

Nick Hodge
by Gerardo Del Real
While everyone is spooked about gold consolidating around the $1,800/oz. level, China is busy positioning itself for the next several decades.

Fifteen Asia-Pacific countries, including China, recently signed the Regional Comprehensive Economic Partnership (RCEP), forming the largest trade pact in the world. 

The deal is meant to stimulate trade for companies that produce and sell within the region. 

The deal excludes the U.S., and is meant to allow China to sustain its global supply chain advantage. 

It’s not a coincidence that rare earth stocks have surged recently. 

The Secret to Gold’s Hidden Cycles

What money managers and “expert” advisors have never told you is that gold lives, breathes, and moves in cycles.

This simple indicator reveals where we are in that cycle — and what to do right now — in clear-as-day context.

And it’s flashing “BUY” right now.

See why another gold stock price explosion is about to start.

Neodymium — used in magnets that make today’s high-tech and cleantech possible —  is up over 50% year to date. 

Other rare earths have spiked as well. 

Dysprosium is up 17%, gadolinium is up 9% and terbium is up nearly 30%.

Last month, I told you about green new deals popping up everywhere as governments pivot to clean energy. Clean energy that requires a lot of copper, lithium, and important rare earths. 

The trade deal comes right on the heels of China’s new cybersecurity regulations, which are meant to instruct public and private sector companies and organizations — both Chinese and foreign — on how they must secure their networks. 

It is possible that China could instruct foreign firms to switch to Chinese equipment, which of course would present an existential problem as China could — as it’s done in the past — reverse engineer the tech and make it its own. 

The South China Morning Post reported that Samm Sacks, a cybersecurity policy and China digital economy fellow at the Washington think tank New America, said the multilevel protection scheme was not an “obscure compliance development” that applied only to tech companies. 

Taken alongside Beijing’s other policies, the regulations were part of a government drive to significantly boost its ability to monitor companies across all industries, she said. 

Under the new rules, all companies that operate a network must tell the government how sensitive the data they handle is. 

For a more comprehensive overview of the potential risks of the new regulations from the South China Morning Post article click here

The bottom line is the maneuvering will continue and despite the very real effort by the U.S., Europe and the rest of the world to establish their own critical metal supply chain, it’ll take at least a decade for those regions to set up the infrastructure necessary to truly be independent from Chinese supply chain threats. 

I plan on making money off of the uncertainty. 

And whether the gains come from copper, lithium, or rare earths — the Junior Resource Monthly portfolio is positioned well to reap the benefits.

Let's get it!
Gerardo Del Real
Gerardo Del Real
Editor, Resource Stock Digest

For the past decade, Gerardo Del Real has worked behind-the-scenes providing research, due diligence and advice to large institutional players, fund managers, newsletter writers and some of the most active high net worth investors in the resource space. Now, he is bringing his extensive experience to the public through Resource Stock Digest, Junior Resource Monthly, and Junior Resource Trader. For more about Gerardo, check out his editor page.

*Follow Gerardo on Twitter.


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