American Rare Earths Limited (ARR:AU) has announced Updated Announcement -Metallurgical Test Holes
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Defense manufacturer Lockheed Martin (NYSE:LMT) is in early talks with undersea mining companies to open access to two dormant seabed exploration licenses it has held since the 1980s
The move signals a renewed US push to tap the ocean floor for critical minerals.
The licenses, which cover swaths of the eastern Pacific seabed in international waters, were awarded to Lockheed by US regulators decades ago during a previous wave of interest in deep-sea mining.
Though the projects never progressed to extraction, they are now gaining fresh attention as nations and corporations seek alternative sources of key minerals used in electric vehicles, defense technologies, and clean energy systems.
“We are in early stages of conversations with several companies about giving them access to our licences and allowing them to process those materials,” Frank St. John, Lockheed’s chief operating officer, told the Financial Times.
While St. John declined to quantify the potential value of the deposits, he added that interested parties have “done the homework and determined there is value there.”
Lockheed’s seabed licenses could represent a strategic foothold in a mineral-rich region, containing polymetallic nodules that can hold commercially viable concentrations of key metals.
The timing also coincides with recent executive action from the White House.
USPresident Donald Trump, who returned to office in January, signed an executive order in April asserting US rights to issue mining licenses in international waters and encouraging the stockpiling of seabed metals as strategic resources.
The order bypasses ongoing negotiations at the International Seabed Authority (ISA), the UN agency tasked with regulating deep-sea mining, and instead relies on the 1980 US Deep Seabed Hard Mineral Resources Act as the legal foundation.
It emphasizes the need to “establish the US as a global leader in seabed mineral exploration and development both within and beyond national jurisdiction.” While the US has not ratified the UN Convention on the Law of the Sea — the treaty from which the ISA derives its authority — it has signed a 1994 agreement recognizing the treaty’s seabed provisions and operates its own permitting system through the National Oceanic and Atmospheric Administration.
Lockheed said it welcomes the renewed policy attention. “We believe the US has the opportunity to develop a gold standard for commercial recovery of nodules in an environmentally responsible manner.”
Court upholds TMC disclosures on deep-dea mining risks
Lockheed is not alone in navigating the legal uncertainties surrounding seabed mining.
The Metals Company (TMC) (NASDAQ:TMC), a deep-sea mining startup, recently survived a shareholder lawsuit alleging it had misled investors about the environmental impacts and financial backing of its operations.
US District Judge Eric Komitee dismissed the claims, ruling that the company’s comparisons to conventional mining methods were not misleading, even if deep-sea mining still carries environmental risks.
“It is eminently possible that (1) deep-sea mining causes meaningful environmental harm, and yet (2) such harm is significantly less than the harm caused by existing methods,” the judge wrote.
TMC had disclosed in filings that deep-sea mining could result in damage and that the regulatory path remained uncertain. Its legal win may encourage others — like Lockheed — to proceed more openly with their seabed plans, albeit cautiously.
Deep-sea mining industry cautiously awakens
The growing pursuit of potentially extracting resources from the world’s oceans comes at a critical juncture for the seabed-mining industry. For decades, a de facto moratorium on mining in international waters has been in place due to regulatory uncertainty and environmental concerns.
The ISA has issued more than 30 exploratory permits, but has yet to finalize commercial extraction rules. That delay has prompted frustration from some parties, while drawing calls from others for a pause or outright ban.
Currently, the ISA is holding key assemblies in Jamaica to hash out the long-awaited mining code to regulate commercial activity on the ocean floor with provisions for environmental safeguards, royalties, and tax obligations.
But a growing number of countries — 37 at last count — have pushed for a precautionary pause, citing risks to deep-sea ecosystems that remain largely uncharted. Scientists warn that mining these habitats could cause irreversible damage.
In 2023, Lockheed appeared to step back from the sector by selling two UK-sponsored exploration licenses in the Pacific, a move interpreted by analysts as signaling reduced confidence in deep-sea mining.
However, its retained US licenses suggest it never fully exited the space.
The Trump administration’s executive order marks the most assertive US step yet to undermine the ISA’s multilateral approach, raising fears among diplomats that the agency may lose legitimacy.
China, which has also invested heavily in seabed mining, responded sharply to the move.
“The US authorization violates international law and harms the overall interests of the international community,” Chinese foreign ministry spokesman Guo Jiakun said earlier this year.
Securities Disclosure: I, Giann Liguid, hold no direct investment interest in any company mentioned in this article.
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The resource investing community descended on Boca Raton, Florida, during the first full week of July for another edition of the Rule Symposium, hosted by veteran investor and speculator Rick Rule.
The five day event featured an illustrious array of speakers, panelists and companies sharing a wealth of investor knowledge. As in years past, gold remained a top focus, with many presenters stressing the value it offers investors.
Opening the conference, Rule provided a sobering overview of the current economic trajectory. He urged investors to set aside political narratives and instead focus on the raw arithmetic of America’s financial condition.
“It’s not about politics, it’s about math,” said Rule.
He pointed to three figures that define the US financial landscape: US$141 trillion in aggregate private net worth, a US$27.71 trillion GDP and a personal savings rate of just 4 percent. That’s set against mounting obligations — US$36.6 trillion in federal debt held by bondholders and over US$100 trillion in unfunded federal entitlements.
Rule cautioned that the imbalance between assets and liabilities points to a looming reckoning, potentially echoing the inflationary erosion of the 1970s, when the US dollar lost 75 percent of its purchasing power.
“There’s no way out of this without reducing the value of the dollar,” he told the audience. “(The) increase in gold (prices) will mirror the decrease in purchasing power of the US dollar.’
To hedge against this risk, Rule encouraged attendees to adopt a more self-reliant approach.
He advised listeners to question government guarantees, focus on building personal financial resilience and consider investing in inflation-sensitive assets such as gold and silver. “The math doesn’t lie — it’s time to prepare, not just react,” said Rule. ”I need you not to panic when the time is right, but rather to pounce.”
Watch a recap of key Rule Symposium takeaways.
Tailwinds turning to headwinds
In addition to strategically allocating to gold, geopolitical uncertainty was as a key theme at the Rule Symposium.
During his presentation “Back to the Old Drawing Board: First Principles and the Lost Art of Investing Through Crisis,” author and publisher Grant Williams made the case that longstanding tailwinds — globalization, demographic expansion and low interest rates — have reversed, giving way to persistent uncertainty.
Grant Williams (@ttmygh) is the first keynote speaker in a jam-packed day at the #RuleSymposium.
Offering advice on #investing during times of crisis, Williams told the full room that the “world has been on a debt binge for the last four decades.” pic.twitter.com/wWBtOu598W
— Resource Investing (@INN_Resource) July 8, 2025
Williams provides an overview of shifting market dynamics.
He traced the last four decades of wealth creation to a rare alignment of forces that pushed asset prices, particularly US equities, sharply higher. However, since 2020, a new macro regime has emerged, defined by tighter monetary policy, rising geopolitical risk and fading confidence in the US dollar.
Like many speakers at the Rule Symposium, Williams also underscored the massive gold purchases central banks are making. During Q1 of this year, central banks added 244 metric tons of gold to their official reserves, a 24 percent increase above the five year quarterly average, according to World Gold Council data.
For Williams, this shift signals growing concern within the financial system — a trend investors shouldn’t overlook.
“When central banks are exchanging their reserves for gold in record amounts, if they feel the sudden urgent need to own more gold, you better believe that we should feel that too,” he noted.
The expert went on to illustrate how major economic and societal cycles are converging, suggesting more volatility ahead. A live poll of the audience taken during his session revealed growing unease among attendees, with many already adjusting their portfolios and long-term goals. In response, Williams called for a return to key principles: scarcity, durability, resilience, trust, patience and a clear-eyed acceptance of uncertainty.
These, he said, should now anchor any sound investment approach. He urged Rule Symposium attendees to shift their mindset from chasing returns to preserving capital by reducing overexposure to US equities, diversifying by geography and asset class and focusing on businesses with real staying power.
The investment playbook of the past no longer fits the world we’re entering, he stressed.
Navigating what Williams calls an “age of headwinds” will require humility, discipline and a willingness to rethink what truly creates and protects wealth.
Hard assets set to shine
Economist, author and former Wall Street executive Dr. Nomi Prins laid out a case for what she calls the “real asset uprising,” a global shift in value and power driven by hard assets like gold, silver, copper, uranium and rare earths.
Drawing on her experience in high-level banking and her current work in the mining sector, Prins argued that rising geopolitical friction, shifting trade dynamics and financial system strain are fueling a renewed focus on tangible resources. She pointed to surging institutional interest in commodities, noting that Wall Street deal flow tied to real assets is up 24 percent year-on-year, while hiring in commodity finance roles has increased by 15 percent.
Gold, once dismissed on trading desks, is now seen as a strategic monetary tool.
According to Prins, the yellow metal will not replace the US dollar as the reserve currency, but it will play a central role in bilateral trade and power negotiations. Gold’s jurisdiction — where it is stored and mined — is now more important than ever, she explained, as nations seek to shield assets from sanctions and instability.
Silver, copper, uranium and rare earths are all finding support through similar structural tailwinds, Prins pointed out.
Silver demand is rising due to its industrial applications, and limited aboveground supply is driving long-term contracts.
For its part, copper has become so strategically important that the US is conducting a Section 232 national security investigation into its supply chain, a move historically reserved for defense resources. Major buyers like China and India are stockpiling copper in anticipation of supply constraints.
Uranium is also surging back into focus, driven by bipartisan support for nuclear energy. Legislation and executive orders are fast tracking uranium permitting and enrichment, with utility demand expected to outstrip supply.
Rare earths = real assets
Prins highlighted rare earths as a critical new front in the ongoing global shift in value and power.
‘Rare earths are intrinsic to the nation,’ she said, pointing to their essential role in defense, electronics and energy technologies. With 85 percent of processing controlled by China, the US has launched Section 232 investigations to assess domestic vulnerabilities — reports on copper and rare earths are expected this fall.
Prins described her decision to join the board of a rare earths company as a natural extension of her belief in physical assets: “It’s not just about the asset — it’s about controlling the asset, the processing and the movement.”
That theme underpins the investment case: security of supply, efficient processing and strategic jurisdiction are key to value creation. She also noted a dramatic capital rotation, saying that US$330 billion has exited bonds over the past year, while US$230 billion has flowed into commodities.
“Wall Street is following the real asset story,” Prins emphasized.
.@porterstansb of Porter’s Daily Journal joins @RealRickRule for a #RuleSymposium fireside chat about the investment landscape.
“There are a good two or three years left in the #resource boom,” said Stansberry, who is working on a book about Warren Buffet’s #investing mistakes. pic.twitter.com/K9FdihfJO3
— Resource Investing (@INN_Resource) July 8, 2025
Rule sits down with Porter Stansberry to discuss his investment strategy.
Prins then said real upside now lies not just in owning resources, but in having processing capability.
New technologies, like advanced rare earths separation methods, are increasing economic viability and attracting private capital. “Where private money and public power combine, that’s where the investment opportunity is,” she said.
With key policy announcements and trade shifts looming in the fall, she warned investors this is a “very critical time” in the real asset uprising. For Prins, the message is clear: investors, policymakers and mining leaders must position accordingly, because, in today’s world, “whoever controls the ground controls the game.’
Securities Disclosure: I, Georgia Williams, hold no direct investment interest in any company mentioned in this article.
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Momentum behind the GENIUS Act has returned after President Donald Trump secured new backing from House members, breathing life into crypto legislation that briefly stalled in Congress. The legislative push faced unexpected delays, but it now looks set for another important vote. Trump Rallies Lawmakers to Rescue GENIUS Act In a direct appeal from the
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Cantor Fitzgerald has its sights on a major deal to acquire a cache of Bitcoins from Adam Back’s Blockstream Capital. If the deal sails through, Cantor’s Bitcoin purchases via its SPAC in 2025 can reach $10 billion amid rumours of an incoming name change. Cantor Fitzgerald To Close Major Bitcoin Deal With Adam Back According
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Shiba Inu, XRP, Ethereum, Cardano, and a few other altcoins are defying the crypto market today. Influenced by the Bitcoin price consolidation, the market faced a significant correction in the last few days. In addition, the US CPI data release uncertainty around the other key events put a momentary hold, but the trends are changing
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The reappearance of the inactive BTC whales has gained another supporter as an individual dormant whale has moved $122.54M tokens, fueling Bitcoin price risk. As the token has entered a consolidatory phase following the ATH’s rally, the fear is building at its potential crash if the sell-off action of investors continues. 6-Year-Old Dormant Whale Sparks
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Pi Coin price might be facing a 40% crash as it continues lagging behind most altcoins that have been making significant attempts to gain in the last week. The bearish pressure that has been dragging the price down might intensify for the remainder of the month after PI broke out downwards from a bearish pattern
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After a relatively quiet week for the S&P 500, we’re seeing some interesting shifts in sector dynamics. Let’s dive into the latest rankings, RRG analysis, and what it means for our portfolio strategy.
Sector Shifts and RRG Insights: Materials on the Move
The big news this week is the ascent of the Materials sector, which has muscled its way into the top five at the expense of the Utilities sector.
The rest of the top five remained steady, but we’re seeing some movement in the lower ranks as well. Consumer Discretionary made a notable jump from #9 to #7, pushing Consumer Staples and Real Estate down a notch each. Energy and Health Care continue to bring up the rear at #10 and #11, respectively.
- (1) Technology – (XLK)
- (2) Industrials – (XLI)
- (3) Communication Services – (XLC)
- (4) Financials – (XLF)
- (6) Materials – (XLB)*
- (5) Utilities – (XLU)*
- (9) Consumer Discretionary – (XLY)*
- (7) Consumer Staples – (XLP)*
- (8) Real-Estate – (XLRE)*
- (10) Energy – (XLE)
- (11) Healthcare – (XLV)
Weekly RRG
The weekly Relative Rotation Graph (RRG) gives us a broader perspective on sector trends. Technology continues to dominate, firmly entrenched in the leading quadrant, no surprises there. Industrials is showing stability with a short tail in the leading quadrant, indicating a consistent relative uptrend.
Communication Services, however, is raising some eyebrows. It’s lurking in the weakening quadrant with a short tail, suggesting a stable relative uptrend but with negative momentum. Financials are teetering on the edge of the lagging quadrant, a move that demands attention. Materials, despite its rise in the rankings, is actually in the lagging quadrant on the weekly RRG. You will see why it made its way into the top 5 on the daily RRG.
Daily RRG
On the daily RRG, we get a more nuanced picture of short-term sector movements:
- Materials (XLB) is the star of the show, crossing into the leading quadrant and standing alone in that coveted space.
- Financials (XLF) is showing weakness, rolling over and heading back towards the lagging quadrant — confirming what we saw on the weekly chart.
- Communication Services is on the verge of crossing into the lagging quadrant, a sign that is not great for its current #3 ranking.
- Industrials is flexing its muscles, approaching the leading quadrant with a positive heading.
- Technology, while rotating into the weakening quadrant, still has ample room to bounce back into leading territory.
Technology
The tech train continues to roll, breaking through resistance around 240 and maintaining its upward trajectory in both price and relative strength. The RS line is pushing higher after a clean breakout from its falling trend, a bullish sign for the sector leader.
Industrials
XLI is following through nicely on both price and relative strength charts. The raw RS line has established a new higher low, dragging the RS ratio higher. In my opinion, this sector looks rock-solid.
Communication Services
Here’s where things get dicey. XLC is clinging to its breakout above 105, but last week’s decline is testing that former resistance as new support. The raw RS line breaking below rising support is a warning sign that this sector could be in for a bumpy ride.
Financials
Similar to Communications Services, Financials has retreated to test old resistance as support. The raw RS line looks even worse here, having broken out of its rising channel weeks ago. Both RRG lines are flirting with the 100 level; a further push into the lagging quadrant seems likely.
Materials
XLB is showing some muscle, breaking out of its falling channel and taking out recent highs. The raw RS line is pushing against falling resistance — if it can break through, we could see a significant turnaround in the RRG lines, confirming the sector’s newfound strength.
Portfolio Performance
Now, for the part that might sting a bit, the portfolio drawdown is ongoing. It’s something trend followers need to learn to live with. Currently, the portfolio is down about 2% for the year, while the S&P 500 is up over 6%. That puts us roughly 8% behind the benchmark YTD.
It’s not a comfortable position, but it’s part of the game. Trend-following strategies often lag in choppy or rapidly changing markets. The key is to stay disciplined and trust in the long-term efficacy of our approach.
#StayAlert and have a great week, Julius
Bitcoin ($BTCUSD) is riding a wave of surging optimism, smashing past $112k as retail and institutional capital pour into the cryptocurrency. Some say the market has grown euphoric, and that a sharp pullback may be lurking around the corner. Others believe this is just the beginning of another leg higher.
A few key questions to guide your analysis: What does $BTCUSD’s history tell us about breakouts above major resistance after a prolonged period of sideways movement? If it’s the start of another move higher, how can you project an upside target? And, if it reverses, where could support levels come into play?
What $BTCUSD’s History Reveals About Breakouts and Big Rallies
Let’s begin by taking a look at a 3-year weekly chart.
FIGURE 1. WEEKLY CHART OF $BTCUSD. Note the crypto’s impressive rallies after clearing resistance following a prolonged period of sideways trading.
In 2023, $BTCUSD traded sideways for six months, repeatedly failing to break above resistance around $31k. But once it did, the crypto soared more than 126% before a major pullback.
A similar pattern unfolded in 2024: seven months in a wide range, unable to clear resistance between $71k and $73k. When $BTCUSD finally broke out in November, it staged a parabolic move, rallying nearly 47% before pulling back again, setting another key resistance zone that brings it to overhead resistance range between $110k–$112k.
So this answers the question posed about $BTCUSD’s historical tendencies after breaking above a prolonged range. Historically, the crypto tends to stage an outsized run once it clears critical resistance. But will it happen this time around? If so, how can you estimate a potential upside target? And if the breakout fails, where might $BTCUSD find support?
Seasonality Trends: $BTCUSD’s Strongest Months
Before looking at a daily chart, let’s look at $BTCUSD’s seasonality chart going back 10 years. If you’re curious as to how the crypto has performed during the summer months, maybe this can help.
FIGURE 2. 10-YEAR SEASONALITY CHART OF $BTCUSD. Most months on average have been quite strong for the asset, but October’s performance has been strong, with an average seasonal return of 21%.
According to its seasonality performance, July is arguably strong with a favorable positive close rate (70%) and return (9.6%). However, October is the crypto’s strongest month, with an 89% positive close rate and an average return of 21%. Over the last 10 years, $BTCUSD’s performance has been volatile, which accounts for the outsize returns on this chart. While seasonal tendencies don’t guarantee a repeat, knowing the general bullish/bearish seasonality context can help inform your analysis and trading decisions.
Now, let’s look at a daily chart to find entry points or estimate an upside target while identifying support, should its breakout fail to follow through.
$BTCUSD Breaks Critical $112K Resistance
FIGURE 3. DAILY CHART OF $BTCUSD. The asset just broke above critical resistance. If you have a position, now’s the time to estimate potential price targets.
$BTCUSD just broke the critical resistance level of $112k. The Relative Strength Index (RSI) is indicating strong momentum, easing into an overbought reading. While there’s no way to fundamentally determine the crypto’s upside target, one technical method is to use a measured move by taking the height of the prior range and adding it to the top of the range (or the breakout level; this varies by trader).
Calculating an Upside Target Using a Measured Move Approach
Measuring the range from the support area around $98k up to $110–112k (we’ll settle for $110k), you can project that distance of $12k above the top level of the breakout range, which implies a potential target near $124k, more or less.
$110k breakout + $12k range height = $122k–$124k target, depending on entry.
However, note that some traders don’t wait for a 100% measured move before taking profits. Some will exit positions as soon as a 60% move has occurred, but that really depends on the trader.
Key Support Levels to Watch if the Breakout Fails
Now, if $BTCUSD fails to follow through and reverses, you can reasonably expect support at roughly these three levels:
- The breakout level near $112k.
- A strong historical support level at around $110k.
- Another support level within the previous trading range (shaded red) near $100k, which coincides with concentrated levels of trading activity, according to the Volume-by-Price (the horizontal volume bars on the left side of the chart).
If $BTCUSD falls below the previous trading range, that is, below $98k, then the current rally is likely over.
What to Do Now
Ideally, a trader’s entry point would have been at $112k. Considering that some platforms allow fractional lots of $BTCUSD, some people may choose to enter smaller positions, as a fractional position would minimize risk and reward.
If you already have a position in $BTCUSD, put it in your ChartLists, and set a price alert at $124k or any measured move percentage below that 100% target level (like 60% of the measured move would be at $119k).
If the breakout fails, expect a near-term bounce between $110k and $112k. However, a move lower toward $100k or $98k would likely signal an end to the bullish thesis. Traders might even consider placing a stop a few points below $98k to avoid the likelihood of further downside.
At the Close
$BTCUSD has a history of explosive moves after clearing major resistance, but it can just as easily blindside you with a sudden reversal. That’s why it’s crucial to keep upside and downside levels in mind. Seasonality also favors the bulls, with most months delivering favorable returns. Add the crypto to your ChartLists and set price alerts to track whether your upside target is hit, or whether downside levels signal either an early bounce or a failed rally.
Disclaimer: This blog is for educational purposes only and should not be construed as financial advice. The ideas and strategies should never be used without first assessing your own personal and financial situation, or without consulting a financial professional.