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The Critical Edge

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Trump slams Arizona copper mine delay after meeting with Rio Tinto and BHP

US President Donald Trump has blamed a "Radical Left Court" for delaying the Resolution copper mine development in Arizona saying "our country, quite simply,...

China Rare Earth Exports Reach Highest since January, rising 69% in July

China’s rare earth exports—including magnets—increased 69% to 6,422 tons, marking the highest monthly volume since January 2025. This sharp rebound follows months of supply...

US Department of Energy Unveils Nearly $1B for Critical Minerals Overhaul

The U.S. Department of Energy (DOE) announced a sweeping funding package, deploying nearly $1 billion to bolster domestic critical minerals and materials supply chains....

U.S. Accelerates Nuclear Push: Reactor Pilot Program Set to Impact Uranium Markets

The Department of Energy (DOE) has approved 11 companies in its Nuclear Reactor Pilot Program. The goal: deliver at least three advanced reactor test...

Trump Says No-Tariff on Gold

US President Trump has pledged — “Gold will not be Tariffed!” via Truth Social. Gold prices reversed course Monday after President Trump moved to squash...

Peter Thiel-Backed General Matter Bets $1.5B on Uranium Enrichment Return to America

A $1.5 billion investment from General Matter—a privately funded uranium enrichment company backed by Peter Thiel’s Founders Fund— has announced the construction of the...

Australia’s Price Floor Plan for Rare Earths Rallies Market

Australia’s Resources Minister Madeleine King has unveiled a sweeping proposal: the government is actively weighing a price floor for key minerals—most notably rare earths—in...

Copper’s Tariff Whiplash, Surging Stockpiles, and the Battle for Global Supply

After a record-breaking first half—fueled by tariff threats, supply shortfalls, and a global demand boom—the market is now whipsawed by a rapid surge in...

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