critical metals Archives - Vista Partners LLC

From Yellowcake to Market Cake: Energy Fuels Bakes Vertical Integration Into the Critical Materials Trade -( $UUUU )

by John F. Heerdink, Jr. June 23, 2026 196Views 0Likes

Energy Fuels’ (UUUU) latest definitive agreement reads like a rare earths coming‑of‑age story: a mid‑cap uranium veteran quietly positioning itself as a “mine‑to‑metal” linchpin in Western supply chains while markets are just starting to notice. The Deal: A Rare Earths Alliance With…

Qubits, Chips and Rare Earths: Inside America’s New National Portfolio Strategy -( $IBM $IONQ $GFS $MP $RGTI $QBTS $QUBT )

by John F. Heerdink, Jr. May 22, 2026 325Views 0Likes

The United States’ latest move into quantum computing reads less like a science project and more like a sprawling, government-run portfolio spanning semiconductors, steel, nuclear power and rare earth metals—just with a few more qubits than usual. Quantum Becomes the New National…

When Bangles Meet Bankers: Inside India’s Glittering Gold-Loan Boom -( $GLD )

by John F. Heerdink, Jr. March 19, 2026 490Views 0Likes

India’s gold-backed lending boom is turning family heirlooms into the country’s most hardworking asset class, as households and small businesses increasingly march into bank branches with bangles instead of balance sheets. Rising gold prices, looser lending rules, and a vast, underutilized stockpile…

Tag: critical metals

From Yellowcake to Market Cake: Energy Fuels Bakes Vertical Integration Into the Critical Materials Trade -( $UUUU )

Qubits, Chips and Rare Earths: Inside America’s New National Portfolio Strategy -( $IBM $IONQ $GFS $MP $RGTI $QBTS $QUBT )

When Bangles Meet Bankers: Inside India’s Glittering Gold-Loan Boom -( $GLD )

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