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Kenmare Resources PLC (LSE: KMR) is a leading global producer of titanium minerals, operating the Moma Mine in Mozambique. Supplying ilmenite, zircon, and rutile—key ingredients for paints, ceramics, and renewable energy technologies—Kenmare benefits from long-term demand for industrial and green economy materials. With a low-cost production base and expansion plans, Kenmare supports global supply chains for essential minerals.
The Q1 2025 earnings season for the Magnificent Seven—Apple, Microsoft, Nvidia, Amazon, Alphabet, Meta Platforms, and Tesla—revealed a shared strategic emphasis on artificial intelligence, infrastructure investment, supply chain resilience, and capital discipline.
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