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The Critical Edge

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US coal gets a war boost — but costs are choking the upside

Seaborne thermal coal prices jumped more than 25% in the first weeks after the Strait of Hormuz crisis, US coal consumption rose 10% in...

EU Gas Storage Running Low as Hormuz Squeezes LNG

📌 Key Takeaways EU gas storage was 28.9% full on April 10, the lowest level for that date since 2021.   Europe may need to inject...

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,...

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