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The Critical Edge

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Japan to restart world’s largest nuclear plant — and uranium markets are watching

📌 Key Takeaways Japan’s largest nuclear plant is moving toward restart after regulators cleared final safety hurdles, a decade after Fukushima. Kashiwazaki-Kariwa alone could supply 7%...

Trump Wants Tech Firms to Pay for Data Center Electricity

📌 Key Takeaways US data centers are becoming one of the fastest-growing sources of electricity demand, driven by AI and cloud computing. Donald Trump wants tech...

Mexico’s Silver Sector Glitters Amid Demand Boom and Policy Shift

📌 Key Takeaways: Top Producer Under Pressure: Mexico is the world’s largest silver producer, accounting for ~24% of global mine output. Surging Demand, Supply Squeeze: The...

Australia Fast-Tracks Critical Mineral Stockpiles as Supply Risks Rise

📌 Key Takeaways Australia will fast-track a A$1.2 billion critical minerals stockpile, targeting rare earths, antimony and gallium. The reserve is designed to secure supply for...

Nickel Supply Shock Returns as Indonesia Threatens to Tighten the Tap

📌 Key Takeaways Nickel prices hit a nine-month high as Indonesia signals material supply cuts and delays mine approvals. Indonesia controls ~50% of global nickel supply,...

Silver Price Outlook 2026: Record Rally Amid Supply Deficit and Demand Boom

📌  Key Takeaways Surging Prices: The silver price ended 2025 above $65/oz (a 120% year-to-date gain), far outpacing gold’s 64% rise. Structural Supply Deficit: 2025 will...

More Than 60% of Critical Minerals Flow Across Borders

📌 Key Takeaways Over 60% of global critical mineral demand is met through international trade, creating structural interdependence between producers and consumers  Clean energy demand pushes...

US Mining Enters Breakout Phase with More Incoming Historic Government-Backed Deals

📌 Key Takeaways The White House is planning more “historic deals” with US mining companies to secure critical mineral supply chains for defense and high-tech...

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