American Resources +4.2%, NioCorp +2.9%, the tungsten and niobium mine assets of these two companies are being repriced by the market under the tariff policy;
Nova Minerals fell 2.9%, while Almonty Industries and Pan American Silver traded sideways.
The reason the first two led the gains is because the US has a clear policy direction towards self-sufficiency in critical minerals, and the market is positioning ahead of the benefit logic; Pan American Silver leans more towards precious metal attributes, with a different correlation to the critical minerals narrative.
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