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The Critical Edge

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US Moves to Take Equity Stakes in More Critical Mineral Companies

📌 Key Takeaways The US government is preparing to acquire equity stakes in additional critical-minerals firms.  This move builds on recent fiscal support and funding rounds...

Tin Deficit Tightens — and 2026 Could See Price Volatility

📌 Key takeaways A new report from Fitch Solutions BMI forecasts a supply-driven deficit in refined tin markets, raising its 2026 tin price forecast to...

The Genesis Mission: US Launches AI Platform to Prioritize Nuclear, Critical Mineral and Quantum Research

📌 Key Takeaways President Donald J. Trump signed an Executive Order on November 24, 2025, launching the Genesis Mission, a national AI-driven science initiative The mission...

BHP Abandons Second Anglo American Bid

📌 Key Takeaways BHP Group has formally walked away from its renewed takeover approach for rival Anglo American following preliminary discussions The pursuit, which centered on...

US to Buy up to 10 Nuclear Power Stations Using Japan Funds

📌 Key Takeaways The U.S. federal government is preparing to acquire and own up to 10 large nuclear reactors, financed via a US$550 billion investment...

DOE Launches $355 Million Program to Expand US Critical Minerals Supply Chain

📌 Key Takeaways The U.S. Department of Energy (DOE) announces $355 million in funding to expand domestic production of critical minerals and materials.  The funds are...

Oil to Remain Vital for Decades Despite Energy Transition, As IEA Shifts Outlook

📌 Key Takeaways The IEA now projects oil demand to keep rising into the 2030s, hitting 113 million barrels per day (mb/d) by 2050 under...

Nuclear Power Will Dominate Dept of Energy Loan Funding

📌 Key Takeaways The Loan Programs Office (LPO) at the Department of Energy will channel its largest-ever financing allocation into nuclear power plants.  A recent landmark...

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