📌 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,...
📌 Key Takeaways
The U.S. is mounting new sanctions targeting Russian oil supply, raising global oil price risks
Chris Wright flagged U.S. moves to refill the...
📌 Key Takeaways
The U.S. canceled a $500 million Pentagon-backed cobalt tender due to lack of supply and bidding gaps, exposing structural Western dependence on...
