Posts Tagged ‘critical minerals’
Tungsten
(this Post appeared originally on this website on July 9, 2026)
On January 1, 2027 a procurement ban will take effect in which Chinese rare earths, magnets and other critical minerals will not be allowed to find their way into U.S. defense applications. The procurement ban will affect samarium-cobalt (SmCo) magnets, neodymium-iron-boron (NdFeB) magnets plus tantalum metal and tungsten metal originating from China, Russia, Iran, and North Korea.
In my July 8 issue of the Bull, Bear, & Planets Report, I examined several companies that are involved in pursuing Tungsten.
Elmet Group (N: ELMT)
ELMT is based in Portland, Maine. It has a deal with an Australian based Tungsten miner for a supply of Tungsten ore concentrate. At its facility in Maine, ELMT further processes the received concentrate. From the refined Tungsten metal, ELMT manufactures critical components mainly for the U.S. Defense industry. This business strategy means the Company does not need to have its own mining operation. It is strictly a processor of Tungsten alloys and components. At last check, ELMT has taken an equity ownership stake in the Australian mining company that supplies the Tungsten concentrate.
ELMT made its market debut April 13, 2026. At the time, Mercury was at -5.5-degrees latitude and Venus was at practically 0-degrees latitude.
A projection of Bayer’s Rule 11-A shows that July 14 is a key date to watch. August 3rd will be the next date of interest. Venus passing through its natal latitude level of 0-degrees will next occur August 3rd. Mercury passing parallel to its natal latitude level will occur around July 14. I find it curiously interesting that dates from the Bayer’s Rule projections align to planetary latitude dates.
From the significant price high on June 2, heliocentric Mars degree projections suggest that Aug 5th is a key date to watch. This aligns closely to the Bayer’s projections.
The trend on ELMT is bearish at this moment. However, a Fibonacci 78.6% retrace of the move from May to early June is now in sight. Analyst price targets show that the $20-$21 price level is where to focus.
What Has Happened Since
Although Venus was at 0-degrees latitude at the IPO, I have noticed that Venus at latitude minimum (as it was in mid-September) does align to price inflections. Coming dates to also watch are October 5 and 27, when Mercury will pass its natal latitude level.
USA Eare Earths (N:USAR)
(this post originally appeared on this site July 8, 2026)
Further to the coming January 1, 2027 procurement ban in which Chinese rare earths, magnets and other critical minerals will not be allowed to find their way into U.S. defense applications, in my July 8 issue of the Bull, Bear, & Planets Report, I examined several companies that are involved in pursuing rare earth metals.
U.S. Rare Earths (N: USAR)
USAR is taking big, bold steps to establish itself as the dominant player in the global Rare Earth sector.
USAR has purchased ($300 million cash + 126.849 million shares = $2.8 billion) the Serra Verde project in Brazil. The deal should be wrapped up right in September. This project has REE mineralization in an ionic clay formation. The mining project has been in production since 2024. USAR has inked a 15 year deal with the U.S. government in which Nd, Pr, Dy and Tb rare earths will be purchased subject to a floor price.
USAR is constructing a magnet-making facility in Nebraska.
USAR has bought a mining project in west Texas. In a couple years from now, this project should be ready to start mining operations providing all government approvals fall into place. Price paid for the project was 4.98 million shares.
USAR bought U.K.-based Less Common Metals ($100 million). The Company makes alloys that are used in magnet making.
USAR started trading for the first time March 14, 2025. On that date, both Mercury and Venus were at their latitude maxima.
Take a look at this chart. Mercury parallel and contra-parallel latitude events align to price pivot points. The Mercury latitude event of early June aligns to the 225-day cycle that underpins USAR. The coming Mercury latitude minimum event in late July will align to the end of the 88-day cycle that also underpins USAR.
Use these cycles and these Mercury latitude events to your advantage if you are planning on getting into USAR.
This chart also shows that according to Bayer’s Rules, July 13 is a date to be alert to. After that, August 2 is a date to watch. Typically, there is a price trend change at these Bayer projected dates.
What Has Happened Since
Momentum on USAR started to tail off at the Mercury latitude maximum event in late August. A Bayer’s Rule 11-A projection from mid-August suggests that mid-October is a key time to watch. This also happens to be the end of the current 88-day cycle.