Greetings Contrarian,

This is The Next Big Rush, your daily drop of mining/energy investing news. Where we come together and summarize this week’s BEST OF THE BEST.

Here are this week’s highlights:

🥊 China and Russia Competing For Uranium

✍ Namibia Bans Exports

🏆 Ranking of The Week

😵 Visual of The Week

🥊 China and Russia Competing For Uranium

Caught in a geopolitical whirlwind, Kazakhstan, the global leader in uranium production, is fielding increasing demand from major powers. Typically catering to Russia, the nation now sees rising interest from the US and China, causing a shift in trade dynamics.

Kazakhstan's recent decisions – letting a Russian firm control a uranium mine and committing to a major nuclear fuel deal with China – are stirring up competition and reshaping geopolitical landscapes. These sheds light on China's burgeoning ambitions in Central Asia, its impending clashes with Russia, and the global importance of Central Asia's resources.

It's a wake-up call for international players to keep a keen eye on this region.

✍ Namibia Bans Exports

Namibia, a country which has just been in the resource news for all the wrong reasons, has prohibited the export of unprocessed lithium and other critical minerals to leverage the increasing global demand for metals used in clean energy technologies. 

The ban covers unprocessed lithium ore, cobalt, manganese, graphite, and rare earth minerals.

Exemptions will be granted only in small quantities with the mines minister's approval.

Namibia, a leading producer of uranium and gem-quality diamonds, aims to capitalize on its battery metals as the global transition to renewable energy accelerates.

Several Australian companies, including Prospect Resources and Arcadia Minerals, have critical minerals projects in Namibia.

Countries all around the world are prioritizing any and every resource involved in the clean energy revolution.

Are you finally taking notice?

🏆 Ranking of The Week

😵 Visual of The Week

Happy Speculating!

The Editor

DISCLAIMER: None of this is financial advice. This newsletter is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. Please be careful and do your own research.