MSR phi lên bao nhiêu với SIÊU TIN mang tên kỷ nguyên “chủ nghĩa dân tộc tài nguyên”

TPngoc · 27/02/2026, 12:11

qhatxi đã viết: ↑

Governments are rushing to hoard critical minerals as the ‘resource nationalism’ era arrives
Published Tue, Feb 24 20266:00 PM ESTUpdated Tue, Feb 24 20268:54 PM EST

Lee Ying Shan @in/ying-shan-lee @LeeYingshan
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Key Points

A new race to secure critical minerals is unfolding across the global economy.

Governments are moving to secure access to metals increasingly viewed as essential to national security and industrial policy.

“Metals and minerals is where the newest wave of stockpiling is most visible,” said Chatham House.

In this article

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A wheel loader operator fills a truck with ore at the MP Materials rare earth mine in Mountain Pass, California, U.S. January 30, 2020.
Steve Marcus | Reuters
A new race to secure critical minerals is unfolding across the global economy.

From Washington’s proposed $12 billion Project Vault stockpile to expanding buffers in Asia and the European Union, governments are moving to secure access to metals increasingly viewed as essential to national security and industrial policy.

“In metals and minerals is where the newest wave of stockpiling is most visible,” said Patrick Schröder, senior research fellow at Chatham House. Governments are seeking to reduce exposure to concentrated supply chains and export controls, he said.

In the U.S., officials recently outlined a roughly $12 billion strategic mineral reserve dubbed Project Vault. The initiative aims to bolster supply-chain resilience for American industry by building stockpiles of rare earths and other essential metals for electrification, defense and advanced manufacturing.

Project Vault complements other initiatives such as the “Forum on Resource Geostrategic Engagement (FORGE),” a partnership to coordinate critical mineral policy pricing and projects, as well as Pax Silica, which centers on safeguarding the AI-related supply chain.

There has been a significant shift in the approach to stockpiling strategic commodities in the last year, with a focus on metals in particular.
Natalie Scott-Gray
StoneX
Australia in January announced plans to formalize a state-backed stockpiling strategy through an $800 million strategic critical minerals reserve, prioritizing antimony, gallium and rare earth elements.

The European Union is also advancing plans to build a joint reserve of critical raw materials under its RESourceEU strategy. Italy, France and Germany are expected to lead the effort, Reuters reported earlier this month, citing sources familiar with the matter.

As recently as last weekend, India and Brazil agreed to deepen cooperation on critical minerals and rare earths, as New Delhi seeks to diversify supply sources and reduce reliance on China. The pact is aimed at strengthening bilateral trade and building more resilient supply chains for materials critical to clean energy, technology and defense industries.

South Korea earlier this year rolled out a comprehensive critical minerals strategy backed by about $172 million in state support. Under this strategy, the government plans to expand stockpile volumes and infrastructure.

“We certainly see a shift to a more resource nationalist mindset amongst many countries,” said Schröder. “At this point, it’s a slippery slope and strategic stockpiling could become hoarding when measures become coercive, lack transparency and become weaponized.”

‘Resource nationalism’ in the works?
The strategic pivot marks what several analysts describe as a structural shift in commodity policy.

“Metal supply chains are fragile,” said Ewa Manthey at ING, pointing to years of underinvestment, long timelines for permits, and geographic concentration. In earlier cycles, high prices typically spurred faster mine supply and reduced the need for strategic inventories, she said.

“Today, even with high prices, new supply is slow and uncertain, so inventories themselves are becoming part of the supply strategy,” Manthey added, characterizing the move to harbor clearly “nationalist elements.”

Natalie Scott-Gray, senior metals analyst at StoneX, described the trend as “resource nationalism and catching up time,” referring to China’s long-standing practice of building strategic stockpiles of metals, releasing them when supply is scarce or to cool domestic prices.

China dominates rare-earth processing and controls a large share of global refining capacity for industrial metals. Even where reserves are geographically dispersed, processing often remains concentrated.

watch now
VIDEO04:42
US Critical Materials Chair: U.S. can rival china supply

The International Energy Agency has repeatedly cautioned that the heavy concentration of critical mineral supply chains poses security vulnerabilities.

China’s rare-earth export controls announced last year created substantial national and economic security risks worldwide, with potentially serious consequences for key sectors such as energy, autos, defense, aerospace, artificial intelligence and semiconductors, said the agency body.

Historically, stockpiles were largely emergency buffers against temporary disruptions or price spikes, said industry watchers. Today’s initiatives are more explicitly driven by a need to buffer against geopolitical factors, Schröder said, reflecting a broader shift in how resource security is framed as industrial strategy and national security, rather than just crisis management.

“This commodities stock building cycle is different from past episodes,” Anushree Ganeriwala, global analyst at the Economist Intelligence Unit, said.

“Previous commodity cycles were largely driven by traditional supply-demand imbalances or weather shocks. What is different now is that policy and geopolitical risks are shaping market outcomes directly.”

Goldman Sachs in February characterized the recent surge in commodity demand for gold and industrial metals as “insurance-type demand.”

Analysts expect government stockpiling to accelerate, particularly for energy-transition and defense-related metals.

“We are still in the early stages of it,” Scott-Gray said. “Governments now treat supply chains as national security infrastructure, not purely commercial flows.”
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Nhiều a tài tập hợp quá, e cũng đã trên tàu một thời gian, nay xin phép đặt gạch theo dõi ae

VNIndex1597 · 27/02/2026, 12:12

HNTri đã viết: ↑

MSN nó bị hạn chế do MSR thua lỗ triền miên mà tình hình giá Vonfram như này năm nay MSR phải lãi vài nghìn tỷ thì MSN phải lãi trên 10 nghìn tỷ nên khả năng MSN tăng muộn hơn chút thôi
Xem tất cả

Anh em yên tâm, lái kéo MSR trước rồi mới kéo MSN, vốn phải tập trung từng cổ chứ không dàn trải được, ngoài ra, MSN còn chạy cùng sóng ngành bán lẻ nữa, cứ bình tĩnh gom dần, sớm thôi...

CKPSVN30MBS · 27/02/2026, 12:12

cula82318 đã viết: ↑

MSN cơ cấu doanh nghiệp nó phức tạp quá nên quỹ đầu tư nó không thích nắm
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Giá từ 80 đổ lên thì anh em cứ kệ cho lái làm việc, nếu chỉnh xuống 79.x thì vào thêm chút một, cứ từ từ dòng tiền sẽ lan toả.

Gohan359 · 27/02/2026, 12:12

qhatxi đã viết: ↑

Governments are rushing to hoard critical minerals as the ‘resource nationalism’ era arrives
Published Tue, Feb 24 20266:00 PM ESTUpdated Tue, Feb 24 20268:54 PM EST

Lee Ying Shan @in/ying-shan-lee @LeeYingshan
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email
Key Points

A new race to secure critical minerals is unfolding across the global economy.

Governments are moving to secure access to metals increasingly viewed as essential to national security and industrial policy.

“Metals and minerals is where the newest wave of stockpiling is most visible,” said Chatham House.

In this article

CAAS-0.09 (-1.97%)

Follow your favorite stocksCREATE FREE ACCOUNT

A wheel loader operator fills a truck with ore at the MP Materials rare earth mine in Mountain Pass, California, U.S. January 30, 2020.
Steve Marcus | Reuters
A new race to secure critical minerals is unfolding across the global economy.

From Washington’s proposed $12 billion Project Vault stockpile to expanding buffers in Asia and the European Union, governments are moving to secure access to metals increasingly viewed as essential to national security and industrial policy.

“In metals and minerals is where the newest wave of stockpiling is most visible,” said Patrick Schröder, senior research fellow at Chatham House. Governments are seeking to reduce exposure to concentrated supply chains and export controls, he said.

In the U.S., officials recently outlined a roughly $12 billion strategic mineral reserve dubbed Project Vault. The initiative aims to bolster supply-chain resilience for American industry by building stockpiles of rare earths and other essential metals for electrification, defense and advanced manufacturing.

Project Vault complements other initiatives such as the “Forum on Resource Geostrategic Engagement (FORGE),” a partnership to coordinate critical mineral policy pricing and projects, as well as Pax Silica, which centers on safeguarding the AI-related supply chain.

There has been a significant shift in the approach to stockpiling strategic commodities in the last year, with a focus on metals in particular.
Natalie Scott-Gray
StoneX
Australia in January announced plans to formalize a state-backed stockpiling strategy through an $800 million strategic critical minerals reserve, prioritizing antimony, gallium and rare earth elements.

The European Union is also advancing plans to build a joint reserve of critical raw materials under its RESourceEU strategy. Italy, France and Germany are expected to lead the effort, Reuters reported earlier this month, citing sources familiar with the matter.

As recently as last weekend, India and Brazil agreed to deepen cooperation on critical minerals and rare earths, as New Delhi seeks to diversify supply sources and reduce reliance on China. The pact is aimed at strengthening bilateral trade and building more resilient supply chains for materials critical to clean energy, technology and defense industries.

South Korea earlier this year rolled out a comprehensive critical minerals strategy backed by about $172 million in state support. Under this strategy, the government plans to expand stockpile volumes and infrastructure.

“We certainly see a shift to a more resource nationalist mindset amongst many countries,” said Schröder. “At this point, it’s a slippery slope and strategic stockpiling could become hoarding when measures become coercive, lack transparency and become weaponized.”

‘Resource nationalism’ in the works?
The strategic pivot marks what several analysts describe as a structural shift in commodity policy.

“Metal supply chains are fragile,” said Ewa Manthey at ING, pointing to years of underinvestment, long timelines for permits, and geographic concentration. In earlier cycles, high prices typically spurred faster mine supply and reduced the need for strategic inventories, she said.

“Today, even with high prices, new supply is slow and uncertain, so inventories themselves are becoming part of the supply strategy,” Manthey added, characterizing the move to harbor clearly “nationalist elements.”

Natalie Scott-Gray, senior metals analyst at StoneX, described the trend as “resource nationalism and catching up time,” referring to China’s long-standing practice of building strategic stockpiles of metals, releasing them when supply is scarce or to cool domestic prices.

China dominates rare-earth processing and controls a large share of global refining capacity for industrial metals. Even where reserves are geographically dispersed, processing often remains concentrated.

watch now
VIDEO04:42
US Critical Materials Chair: U.S. can rival china supply

The International Energy Agency has repeatedly cautioned that the heavy concentration of critical mineral supply chains poses security vulnerabilities.

China’s rare-earth export controls announced last year created substantial national and economic security risks worldwide, with potentially serious consequences for key sectors such as energy, autos, defense, aerospace, artificial intelligence and semiconductors, said the agency body.

Historically, stockpiles were largely emergency buffers against temporary disruptions or price spikes, said industry watchers. Today’s initiatives are more explicitly driven by a need to buffer against geopolitical factors, Schröder said, reflecting a broader shift in how resource security is framed as industrial strategy and national security, rather than just crisis management.

“This commodities stock building cycle is different from past episodes,” Anushree Ganeriwala, global analyst at the Economist Intelligence Unit, said.

“Previous commodity cycles were largely driven by traditional supply-demand imbalances or weather shocks. What is different now is that policy and geopolitical risks are shaping market outcomes directly.”

Goldman Sachs in February characterized the recent surge in commodity demand for gold and industrial metals as “insurance-type demand.”

Analysts expect government stockpiling to accelerate, particularly for energy-transition and defense-related metals.

“We are still in the early stages of it,” Scott-Gray said. “Governments now treat supply chains as national security infrastructure, not purely commercial flows.”
Xem tất cả

ở MSr có câu chuyện đủ lớn để mình thực hành đầu tư tăng trưởng với tầm nhìn tối thiểu x2, trong vòng 1 năm

Hoang228 · 27/02/2026, 12:13

ace cổ đông MSR vui tưng bừng .
Cổ phiếu vượt đỉnh.

kcuu · 27/02/2026, 12:13

Độ 2, 3 ngày bác chịu khó cập nhật tin như này cho ae nhé bác, sẽ đồmg hành cùng bác cho đến khi hết yếu tố tăng trưởng của dn, cám ơn bác nhiều

NP9020 · 27/02/2026, 12:14

Tăng vol nhỏ là đẹp, hàng ngon thì ko cần Pr nhiều

SoiPS · 27/02/2026, 12:14

Lại tăng ahihii

IEAM · 27/02/2026, 12:14

MSR vẫn tăng giá ghê thật, xem báo cáo lãi đc mấy đồng

WPro · 27/02/2026, 12:14

Tuần sau có thể trần tiếp
Vượt đỉnh , dòng tiền xác nhận

MSR phi lên bao nhiêu với SIÊU TIN mang tên kỷ nguyên “chủ nghĩa dân tộc tài nguyên”

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