
Sean Brodrick – This First Full Week Of May Ushers In Short-Term Trend Changes In Critical Minerals, Precious Metals, And Oil Stocks
From The KE Report by KE Report
May 8, 2026 · 22 min · Episode 3377
About this episode
Sean Brodrick discusses market trends in critical minerals, precious metals, and oil stocks influenced by geopolitical factors.
Sean Brodrick, Editor of Wealth Megatrends, Supercycle Investor, Resource Trader, and contributing analyst to Weiss Ratings Daily, joins us to review how he is trading these volatile markets on the back of Middle East geopolitics, and where a few trends have reversed this first full week of May. We’ve witnessed oil and critical minerals turn down the middle to end of this week after running hard the last couple months. Conversely, we’ve seen a positive upswing in gold, silver, copper prices, and their related mining stocks; after having been under pressure the last couple months. With regards to the critical minerals stocks, he narrows down this wide range of minerals to a focus on finding exposure to the rare earths used in high-strength permanent magnets like Neodymium and Praseodymium, and the heavy rare earths used in defense and thermal resistance like dysprosium and advanced technology and energy efficiency like terbium. We also discussed the big runs over the last year in defense metals like antimony and tungsten, and the uptick we’ve seen in lithium prices. In particular, Sean is curious what will happen to the Chinese export controls on rare earther that were eased last…
People in this episode
Guest: Sean Brodrick
Topics covered
- critical minerals
- precious metals
- oil stocks
- geopolitics
- market trends
- rare earths
- global trade policies
Keywords
- critical minerals
- precious metals
- oil stocks
- geopolitics
- rare earths
- market trends
- China export controls
Mentioned in this episode
Organizations: Weiss Ratings Daily
Products: Neodymium, Praseodymium, dysprosium, terbium, antimony, tungsten, lithium
Places: Middle East
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