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The Critical Edge

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Oil price spikes as U.S. sanctions Russian oil

📌 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...

U.S. Cancels $500 Million Cobalt Tender — Strategic Failure in $1 Billion Stockpile Race

📌 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...

Global Mining Giants Hit $2 Trillion Valuation

📌 Key Takeaways The top 50 global mining companies now hold a combined market value of $1.96 trillion, a new record high driven by copper,...

U.S.–Australia $777 Million Rare Earth Fund Targets China Supply Risk

📌 Key Takeaways Australia and the U.S. are negotiating a US$777 million rare earth financing deal China controls 70% of rare earth mining and 90%...

China Tightens Control Over Rare Earth Exports And Directly Targets U.S. Shipping

China’s Ministry of Commerce enacted Announcement No. 18, adding nine medium and heavy rare earth elements and their compounds to a controlled export list,...

Trump Approves Ambler Road to Unlock Alaska’s Critical Mineral Potential

President Trump has signed an Executive Order permitting construction of the 211-mile Ambler industrial access road, linking Alaska’s Dalton Highway to the mineral-rich Ambler...

US eyes equity stakes in Australian critical minerals firms

📌 Key Takeaways The U.S. government has offered to buy direct equity stakes in Australian critical minerals firms, as part of a strategic push to...

Trump Admin Targets Equity Stakes in U.S. Critical Mineral Firms

📌 Key Takeaways U.S. government already owns 15% of MP Materials, the only U.S. rare earth miner. Administration now weighing up to 10% stake in Lithium...

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