📌 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...
📌 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...
📌 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...
📌 Key Takeaways
Canada is establishing a C$2 billion (≈ US$1.4 billion) “Critical Minerals Sovereign Fund” over five years, aimed at equity stakes, loan guarantees...
Hedge funds and other speculative traders have amassed long positions equivalent to 272,000 tons on the nickel price, the most optimistic stance since the...
📌 Key Takeaways
China controls ~85% of rare earth processing
U.S. strategy: diversify supply and weapon-proof magnets essential for EVs and defense
Trump’s second term = equity...
📌 Key Takeaways
U.S. officials now expect People’s Republic of China to delay planned export controls on rare earths after two-day talks in Kuala Lumpur,...
