Buy NRED by May 27, 2027.

The U.S. coordinating with the EU, Japan and Mexico on critical minerals supply chains feels like an important shift for the mining sector. This is no longer only about commodity prices moving up or down. Governments are now talking about supply-chain resilience, coordinated trade policies, possible border-adjusted price floors, processing, recycling, stockpiling and project support. The goal is clear: reduce reliance on China-linked supply chains for materials used in defense and high-tech industries. That could change how investors value Western …