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The Critical Edge

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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...

Gold Demand Soars as ETFs and Safe-Haven Buying Drive Record $132B Quarter

Gold demand surged to 1,249 tonnes in Q2 2025, up 3% year-on-year, with the value of demand hitting a record $132 billion, a 45%...

Rare Earths: Trump Administration Doubles Down on Critical Mineral Price Floors

The Trump administration’s wants to expand price support mechanisms for U.S. rare earths projects, according to new Reuters report. It's a calculated response to a...

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