Opportunity
22 / 100
Current score
0.38
Thesis calls
1
Active decisions
2
Recent proof-backed thesis calls
Public preview of asset-level thesis calls linked to source content, observed prices, and outcomes.
USGS/Interior published the final 2025 List of Critical Minerals (60 minerals) and added 10 new minerals (boron, copper, lead, metallurgical coal, phosphate, potash, rhenium, silicon, silver, uranium) citing supply-chain disruption risk, import dependence, and importance to U.S. economy/national security. This is a policy/supply-chain signal that can support longer-horizon demand/security narratives for U.S.-aligned producers and developers in the newly added commodities.
Mentioned: Jul 9, 2026, 2:26 PM EDTConviction: 50 / 100
Source: Interior Department releases final 2025 List of Critical Minerals
Current stance
Recommendationbuy
Authors1
Active decisions2
Latest pricen/a
Top authors on this asset
Investment decisions
SCCO supply-chain exposure review
deep_researchSCCO
watchUnlock full asset monitoring
Create an account to inspect complete asset history, trust-weighted rankings, and persisted evidence across authors, theses, and market events.