When Ex goes on a short vacation without his cell phone buddy for three days (down to the beach) and checks his e-mail there are hundreds of messages. If he takes off five days they could register in the thousands.

His stature in the mining industry has grown so much that his legs have started to lengthen and when he puts on his regular pants it looks like he is wearing Bermuda shorts. He has become a product of natural selection.

I always liked what the boys call BS, (or shooting the s**t) if you watch George Carlin, you will know what I mean, but in this case, it could be true! LOL! DT 🤣🤣🤣

Nvidia hits $4 trillion – How do mining stocks stack up?

Frik Els – Mining.com – July 11, 2025

https://www.mining.com/chart-nvidia-hits-4-trillion-how-do-mining-stocks-stack-up/

How the United States Can Enhance Critical Minerals Supply

Richard Longstaff – Wall Street Journal

As the U.S. government considers how to strengthen America’s economic and national security, many industry stakeholders are calling for a more cohesive and coordinated approach to the development of critical minerals, including rare earth minerals, to accelerate results.

Why it matters: Progress in the past decade toward achieving resource security has been slow. More than 15 federal agencies are currently engaged in activities and programs aimed at increasing the United States’ mineral security, but these initiatives have at times overlapped or lacked effective coordination. 

If U.S. industries from advanced manufacturing to energy, semiconductors, and defense applications continue to rely on foreign mineral supply chains, the United States will become increasingly vulnerable to potential disruptions of those same supply chains and industries.

By the numbers: Of the 50 elements deemed critical to the American economy and national security by the U.S. Geological Survey, the United States is 100% dependent on foreign suppliers for 12 of them and is more than 50% reliant on non-domestic sources for another 29.

What’s next: Through an executive order, President Trump created and empowered the National Energy Dominance Council (NEDC) comprising at least 19 senior U.S. government officials to advise the White House on strengthening the U.S. energy sector, improving permitting and regulation, enhancing private sector investments, and facilitating cooperation among government agencies and industry, including for critical minerals. The Trump administration has made critical minerals security a key component of its energy-focused strategy, evident by several recent executive orders.

The NEDC could coordinate, manage, and work closely with relevant U.S. government agencies and key private-sector stakeholders to implement the critical minerals action plan and help identify additional policy and investment measures that could increase the supply of key minerals and enhance supply chain security. Such a critical minerals action plan could focus on three priorities:

Fostering a domestic renaissance for the mining and processing of critical minerals
Strengthening international cooperation and expanding U.S. access to critical mineral production and processing capacity of America’s global partners

Mitigating risk and fostering a well-functioning and more transparent critical minerals market.
Go deeper: The priorities of this critical minerals action plan could inform multiple actions to help advance three key outcomes:

Reduced reliance on imports from selected countries, measured by official trade data
Enhanced competitiveness of the reconstructed U.S. mining industry, measured by regular, reputable surveys such as the survey conducted by the Fraser Institute7 capturing key industry data, including average permitting time, the number of workers in the critical minerals industry, and the number of projects in development

Reduced risk of market disruptions, measured by numerous formal reporting channels, including stockpile reporting, price volatility, and increased transparency.

The bottom line: By designing a time-sequenced, prioritized plan that can be implemented with an effective accountability framework, the United States could significantly enhance the attractiveness of its domestic mining industry for new investments. It could also promote supply chain access, creating flexibility to respond to market movements and developing resilience against future supply chain shocks.

By following a targeted strategy and working with industry toward the achievement of a set of common objectives, the U.S. government can make tangible and measurable progress toward its goal to promote U.S. critical mineral security and move from being a primary consumer and price-taker in a nontransparent market to being a supply maker in a transparent and resilient market.

https://deloitte.wsj.com/sustainable-business/how-the-united-states-can-enhance-critical-minerals-supply-7dc347e8

Corporate Insiders Have Never Been More Bearish

Jesse Felder – The Felder Report – (07-19-2025)

https://mailchi.mp/thefelderreport/insiders-bearish-extreme

I’ve not seen it mentioned anywhere in the media but do you ever wonder how many of the podcasts on you tube or other social media internet sites are backed by the CIA, MI6, and various NGOS?

Martin Pring wrote an interesting article on stockcharts saying inflation-sensitive stocks look set to move higher. (Commodities) His inflation/deflation ratio has broken out
https://schrts.co/gTuCGNkv

XAU priced in CRB arrived at interesting and significant resistance 6 weeks ago…
https://schrts.co/PRTQJBec

https://www.fibonomics.com/2025/07/natgas-pull-back-complete.html
NatGas : Bottom Complete : Deeper Pull Back Likely

I asked Deepseek to report on some precious metals companies. It took about 20 seconds for it to come up with a pretty long answer. Information was well organised with Derpseek’s own opinions included.

A Nuclear Engineer Explains Why He Favors Hydrograph Clean Power with Jay Taylor

https://www.youtube.com/watch?v=yJzVsvzGnO4

DT, I asked Deepseek about HG and this was the answer given in under 5 seconds.

Based on public information and analysis of Hydrograph Clean Power’s (HG) technology, their graphene products (**specifically their signature “Hyperion” fractal graphene**) possess **several potentially superior characteristics compared to many competitors**, particularly in terms of **purity, structure, production method, and environmental profile.** However, declaring absolute, across-the-board “superiority” is complex and depends heavily on the specific application and the competitor being compared.

Here’s a breakdown of HG’s potential advantages and the challenges:

**Arguments for Superiority in Key Areas:**

1. **Exceptional Purity:**
* **Claim:** HG’s detonation synthesis process produces graphene with extremely low impurity levels (consistently < 10 ppm, often < 1 ppm for metals like iron). This is significantly lower than graphene produced via many common methods (like chemical reduction of graphene oxide – rGO, or CVD).
* **Why it matters:** Purity is critical for high-performance applications like electronics, batteries, and certain composites where impurities drastically degrade performance (e.g., cause short circuits, reduce conductivity, catalyze unwanted reactions).
* **Superiority:** For applications demanding ultra-high purity, HG's material has a *strong claim* to superiority over rGO and potentially other methods.

2. **Unique Fractal Structure:**
* **Claim:** Hyperion graphene has a distinctive branched, fractal-like 3D structure, unlike the flat 2D sheets typical of mechanically exfoliated or CVD graphene, or the crumpled sheets/flakes of rGO.
* **Why it matters:** This structure offers:
* **High Surface Area:** Beneficial for sensors, catalysis, and energy storage.
* **Easier Dispersion:** The structure may integrate more readily into polymers and composites without extensive functionalization or risking re-agglomeration.
* **Potential for Unique Properties:** The branching could create unique conductive pathways or reinforcement mechanisms.
* **Superiority:** Offers distinct structural advantages *different* from competitors, potentially superior for specific composite or conductive ink applications where dispersion is key.

3. **Scalable & Efficient Production:**
* **Claim:** Their proprietary detonation process is continuous, uses relatively low energy compared to CVD, requires no harsh chemicals (unlike rGO), and is inherently scalable. They claim a low cost structure at scale.
* **Why it matters:** Scalability and cost are the biggest hurdles for graphene commercialization. A truly scalable, clean, low-cost process is a major competitive advantage.
* **Superiority:** The *process* has significant potential advantages over CVD (energy/cost) and rGO (purity/chemical use). If proven at full commercial scale, this could be a *fundamental* superiority.

4. **Environmental Profile (Clean Production):**
* **Claim:** The process uses acetylene and oxygen as primary feedstocks, produces minimal waste (mostly CO2 and water vapor, which can be captured), and avoids toxic solvents or strong acids/oxidizers/reducing agents used in rGO production.
* **Why it matters:** Increasingly important for ESG compliance, appealing to sustainability-focused customers and industries, and reduces regulatory burden/cost of waste disposal.
* **Superiority:** Clearly superior environmental profile compared to rGO production. Likely more favorable than some other methods too.

**Challenges and Caveats (Why "Superior" Isn't Universal):**

1. **Commercial Scale & Validation:** While HG has a pilot plant and is commissioning its first commercial facility (Kansas), they are still relatively new to the market. Widespread commercial adoption and validation of Hyperion graphene in *end-user products* is still developing. Competitors with established production and customer bases (like Cabot, SGL, Thomas Swan, NanoXplore, Versarien, etc.) have more proven commercial track records, even if their material might have different specs.
2. **Application Specificity:** "Superiority" depends entirely on the application.
* For high-strength composites requiring large, pristine 2D flakes, CVD graphene might still be preferred.
* For applications where cost is paramount and moderate quality is acceptable, rGO might be "superior" from a cost perspective.
* HG's fractal structure might not be ideal for *every* application.
3. **Performance Data vs. Competitors:** While HG publishes performance data (e.g., conductivity in inks, battery results), direct, independent, head-to-head comparisons with specific competitor materials in identical applications are less common. Claims need ongoing validation in real-world settings.
4. **Market Position & Maturity:** HG is currently a smaller player competing against well-funded, established chemical and materials companies with vast R&D, sales, and application development resources. Achieving market penetration takes time.
5. **Graphene Application Development:** The market for graphene is still evolving. Even the "best" graphene needs well-developed application pathways to succeed commercially. HG is actively working on this (e.g., batteries, resins, inks).

**Conclusion:**

* **Yes, Hydrograph Clean Power's Hyperion fractal graphene demonstrates several *potentially* superior attributes:** exceptionally high purity, a unique and potentially advantageous 3D structure, a clean and scalable production process, and a strong environmental profile.
* **These attributes give it a significant *competitive edge*, particularly in applications demanding ultra-high purity, easy dispersion, or sustainable sourcing.**
* **However, declaring blanket "superiority" over *all* competitors for *all* applications is premature.** Commercial scale validation, market penetration, and application-specific performance comparisons against established players are still ongoing challenges. The graphene market is diverse, and different types serve different needs.

**In essence: HG has a highly differentiated and technologically advanced product with strong claims to superiority in specific key areas (purity, clean production, structure). Whether this translates to *market* superiority depends on successful commercial execution and demonstrating clear performance advantages in target applications against established competitors.** They are a promising innovator, but the competitive landscape remains challenging.

Opportunities In Rare Earth Elements Stocks – Part 2

Excelsior Prosperity w/ Shad Marquitz (07/19/2025)

Supply/Demand fundamentals, Energy Fuels (UUUU), MP Materials (MP), Neo Performance Materials (NEO.TO)

https://excelsiorprosperity.substack.com/p/opportunities-in-rare-earth-elements-bf1