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The Critical Edge

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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,...

Mining Stocks Lead Global Markets as MSCI Metals Index Rallies Nearly 90%, Beating Tech and Banks

📌 Key Takeaways The MSCI Metals & Mining Index has surged nearly 90% since early 2025, outperforming tech and financial sectors amid rising metals demand.  AI...

Silver Mining Stocks: Fundamentals Over Parabolic Hype

📌 Key Takeaways Market Reset: The January 2026 silver "crash" from $121/oz to the $75–$80 range has flushed out speculative froth, restoring a valuation floor...

US critical minerals price floors: Washington moves toward market intervention

📌 Key Takeaways The US plans to introduce coordinated price floors for critical minerals as part of a new trade bloc strategy. Reference prices would act...

Energy Transition Investment Heads for $3 Trillion a Year But Minerals are the Constraint

📌 Key Takeaways BloombergNEF projects $2.9 trillion per year in energy transition investment over 2026–2030, up ~25% from 2025. Global energy transition investment hit a record...

Lion Rock Resources — Volney Assays Expected Soon

📌  Volney drill program assays expected soon Lion Rock drilled 15 holes in its inaugural drill program at the Volney high-grade gold-lithium-tin project in the...

China Pulls Back Loans to Africa — Tightening Capital for Mining

📌 Key Takeaways Chinese lending across Africa has fallen to its lowest level in nearly two decades, tightening capital for mining and infrastructure projects. Beijing’s retreat...

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