Entire sector surges; expectations undergo major reversal!

First, supply is contracting; second, demand is expanding. The most prominent current example is 'computing-power metals' targeting the AI sector. In every era, certain resources ride the wave of opportunity. Twenty years ago, real estate metals—such as steel and aluminum—dominated resource stocks. Ten years ago, energy metals—such as lithium and cobalt—took center stage. Today, 'computing-power metals' are in the spotlight. Which metals are they? Generally, core computing-power metals include minor metals like tungsten, gallium, germanium, tantalum, and indium, along with industrial metal copper and energy metals like lithium, cobalt, and nickel—all exhibiting relatively rapid demand growth. Tungsten: Primarily used in chip manufacturing, micro-drill bits for high-end PCBs, and heat-dissipation substrates. Key listed companies: Xiamen Tungsten Co., Ltd.; China Tungsten High-Tech Co., Ltd.; Zhangyuan Tungsten Co., Ltd.; Xianglu Tungsten Co., Ltd. Gallium: Mainly used in gallium arsenide (GaAs) and gallium nitride (GaN) RF chips for optical module transmitters. Key listed company: Aluminum Corporation of China Limited (Chalco)—gallium is a by-product of aluminum refining, representing a relatively small portion of its business. Germanium: Primarily used as a dopant in optical fiber cores and as a substrate material for photodetectors. Key listed companies: Yunnan Germanium Industries Co., Ltd.; Chihong Zinc & Germanium Co., Ltd. Tantalum: Primarily used in tantalum capacitors (for filtering and voltage stabilization) and sputtering targets on GPU/CPU motherboards. Key listed company: Orient Tantalum Industry Co., Ltd. Indium: Primarily used in ITO sputtering targets (for certain display and optoelectronic devices) and as a by-product of germanium-based substrates. Key listed companies: Yunnan Tin Co., Ltd.; Huaxi Nonferrous Metals Group Co., Ltd. Copper: Primarily used in data center power cabling, server backplanes, and optical module PCBs. Key listed companies: Zijin Mining Group Co., Ltd.; Jiangxi Copper Company Limited; Tongling Nonferrous Metals Group Co., Ltd.; Luoyang Molybdenum Co., Ltd.; Northern Copper Industry Co., Ltd. Lithium, cobalt, nickel: Primarily used in UPS batteries for data centers and campus-level energy storage systems. Key listed companies: Rongye Shares Co., Ltd.; Huayou Cobalt Co., Ltd.; Hanrui Cobalt Co., Ltd.; Tengyuan Cobalt Co., Ltd. — Third positive catalyst: A macroeconomic expectation reversal. This is today’s most significant marginal shift—directly driving the reversal in sentiment toward precious metals and resource stocks. Last night, the U.S. released May CPI data. On the surface, the figures appeared unfavorable: overall U.S. CPI rose 4.2% year-on-year—the highest since April 2023. However, the crucial core CPI increased only 0.2% month-on-month—significantly below the consensus market expectation of 0.3%. Following this release, the impact rapidly rippled across global asset pricing systems. First, the yield on 10-year U.S. Treasury bonds fell sharply, lowering the risk-free rate—and thereby directly enhancing the valuation appeal of zero-coupon, inflation-hedging assets such as gold. Second, the U.S. Dollar Index weakened; because commodities are priced in dollars, dollar depreciation quickly triggered broad-based rebounds across all non-ferrous commodities—including gold, copper, molybdenum, and rare earths. Third, CME…

REX Could Become EOS’s Next 'Triple-Win' Catalyst

Original article. Copyright notice: The following content is from the WeChat public account 'EOSCochain', author: 'Jiu Xiannü Xiàfán' (a pen name meaning 'Garlic Fairy Descending to Earth'), pseudonym: MW. Reproduction requires retention of the above attribution. Background Summary On August 3, BM published an article on Medium proposing solutions to 'reduce CPU and network resource usage costs on EOSIO.' Our prior article covered analysis of this proposal. Subsequently, he submitted further developments regarding the new resource token REX on GitHub. Recently, Haley Thomson, Chief Strategy Officer of EOS Cafe, published an article titled 'What REX Means for Token Holders' on Medium. This article synthesizes Haley Thomson’s insights to interpret EOS’s resource model and the potential future implementation of the REX resource leasing mechanism. Core Concepts Meaning of REX: An abbreviation for 'Resource Exchange,' the REX token functions as an accounting tool tracking all rental income generated from EOSIO resources—including RAM trading and account auctions. While the future pricing trajectory of CPU rentals remains uncertain, RAM and domain-name revenues are particularly noteworthy. Network Reward Model: Each EOS token held entitles its owner to a proportional share of network resources. Token holders may lend their EOS tokens to REX (the Resource Exchange), effectively lending out resources, and earn income derived from resource rentals. This income accrues to the book value of the REX token. Lenders (i.e., EOS token holders) receive one REX token for each EOS token lent—on a strict 1:1 basis. What REX Means for Token Holders Under the REX mechanism, bandwidth can be leased at a fraction of the previous cost—a proposition readily acceptable to many DApp developers. Looking ahead, the model of leasing resources to generate passive income positions token holders as 'landlords'—a highly promising long-term prospect. At current prices, each newly produced block generates $1.50 worth of additional RAM supply available for sale on the market. This translates into over $250,000 in unallocated daily revenue—revenue that will soon flow into REX. Currently…

REX American Resources (REX) Notches A Record Quarter, Then Doubts Creep In

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REX American Resources reported a record second quarter with $1.06 EPS, marking 24 consecutive profitable quarters driven by strong margins and tax credits. However, concerns remain regarding stalled volume growth and a pending pipeline permit for its carbon capture project.

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