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The Critical Edge

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US Oil Exports Surge on Iran War Demand, But America Not A Limitless Swing Supplier

📌 Key Takeaways U.S. crude exports jumped to 5.2 million barrels per day in the week to April 10, the highest in seven months, as...

US critical minerals partnerships accelerating into Industrial Policy

📌 Key takeaways The U.S. and Australia have lined up more than A$5 billion (US$3.5 billion) for critical minerals projects, spanning rare earths, nickel, graphite,...

Strait of Hormuz Closure Drives US Critical Minerals Reshoring

📌 Key Takeaways The Strait of Hormuz handled about 20 million barrels per day in 2024, equal to roughly 20% of global petroleum liquids consumption,...

Strait of Hormuz Closure Hits Energy and Mineral Markets

📌 Key Takeaways Around 20% of global oil and petroleum product consumption and about 20% of global LNG trade moved through the Strait of Hormuz...

Pentagon’s Critical Minerals Order Signals War Supply Risk

The Pentagon sought new supplies of 13 critical minerals before strikes on Iran, highlighting the growing role of strategic metals in modern warfare. 📌 Key...

Rare Earth Shortages Worsen for US Aerospace Despite China-Trade Truce

📌 Key Takeaways US aerospace manufacturers report worsening rare earth shortages despite a US–China trade truce. China remains dominant in rare earth processing and magnet production,...

US critical minerals price floor system takes shape

📌 Key Takeaways US agencies say they’ve built a “sophisticated” critical minerals price floor system and are pitching it to allies to unlock private investment. The...

The $2.7 Trillion Rearmament Cycle: How Military Demand Is Squeezing the Silver Market

⛏️  Silver is now a precious, industrial — and critical metal. Global military expenditure reached $2.718 trillion in 2024, an increase of 9.4% from 2023,...

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