Ukraine signs deal to give US access to rare minerals

https://www.msn.com/en-us/news/world/ukraine-signs-deal-to-give-us-access-to-rare-minerals/ar-AA1DWXuc?ocid=BingNewsSerp

Why does Trump want Greenland? It's these critical minerals he's after.

https://www.usatoday.com/story/graphics/2025/05/01/trump-greenland-critical-minerals/83328191007/

These rare Earth minerals are used in a number of products, computer processors, magnets for electric vehicles, electronics, batteries, energy storage.

President Trump wants to bring manufacturing back to the USA. He cannot accomplish this without the raw materials to make these products.

The Complex Reality Behind Rare Earth Mineral Sourcing: Where Do 98% Come From?

https://www.ncesc.com/geographic-faq/where-do-98-of-rare-earth-minerals-come-from/

I have searched for US based mining companies that specialize in rare earth minerals. I assume Trump would push for American mining companies to assist the mining process as the ball starts rolling. I have found 3 US based companies, that is it, "3"!!!

MP Materials / stock symbol MP / stock price $25.01 / up 2.75% yesterday

Energy Fuels / stock symbol UUUU / stock price $4.63 / up 1.76% yesterday

UCore Rare Metals / stock symbol UURAF / stock price $1.42 / up 0.71% yesterday

Now if you look at the top 10 biggest mining companies in North America, they are all up 1-4% yesterday. Two of the top 10 were down and they were Canadian mining companies.

Name / stock symbol / price / stock price increase

Freeport McMoran, FCX, $37.60, ^ 3.27% (copper, gold)

Southern Copper, SCCO, $90.14, ^1.33% (copper, zink, silver)

Newport Corporation, NEM, $51.50, ^0.08% (gold, silver, copper)

Albermarle Corporation, ALB, $60.30, ^1.65% (produce chemicals for refining metals)

Alcoa Corporation, AA, $25.53, ^4.03% (aluminum)

MP Materials / MP / $25.01 / ^2.75% (rare earth minerals)

Peabody Energy, BTU, $12.81, ^3.22% (coal)

Two North American mining companies that were Canadian based:

Hecla Mining Company, HL, $4.54, DOWN 17% (silver)

This next company is American, it has 5 mines in the USA however, they are currently working on a large mining operation in British Columbia.

Coeur Mining INC, CDE, $5.31%, DOWN 1.67% (silver. gold)

I have a feeling the tariffs are causing the price drop on Canadian mining companies and/or any American mining companies with projects in Canada.

I am not going to tell you where to put your money. However, I will be investing in MP and UUUU. (Along with any USA mines digging up gold and silver.) Trump is looking at rare minerals and you should too.

I have a feeling, when the shorting of precious metals comes to an end, silver is allowed to increase in value closer to a 15:1 ratio with gold, these silver mining stocks will skyrocket. Silver mining stocks have been locked/ zero growth. for many years. If silver value increases this will change. There will be a correction.

The gold/silver ratio is calculated by dividing the current market price of gold per ounce by the current price of silver per ounce. It shows how many ounces of silver it takes to purchase one ounce of gold. The historical average gold-silver ratio is roughly 15:1, and the 100-year average is roughly 40:1. Today, the ratio sits around 84:1, meaning gold is 84 times more expensive than silver.

The price of gold is expected to rise in the future. If sliver inches back toward the 15:1 ratio as it chases the price of gold, big money for the silver stackers.

Have a good day!!!