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The Critical Edge

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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...

Lion Rock Resources: there’s Gold and Lithium in South Dakota’s Black Hills

South Dakota’s Black Hills have helped win wars before: during the 1940s, lithium, tin and tantalum extracted from the region were sent into the...

US Military to Roll Out “Mini-Refineries” to reduce Chinese Grip on Critical Minerals

📌 Key Takeaways Perpetua and INL will deploy a modular pilot plant to produce military-grade antimony trisulfide from ore at Perpetua’s Stibnite Gold Project in...

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...

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