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The Critical Edge

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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...

Freeport halts Grasberg operations after mud rush, declares force majeure. Copper surges.

📌 Key Takeaways Freeport has declared force majeure at Grasberg after a mud-rush incident. Copper and gold sales for Q3 2025 are set to fall. Analysts cut...

Global Nuclear Energy Capacity to almost Triple by 2050

Global nuclear power could nearly triple by 2050. That’s the headline from the International Atomic Energy Agency’s latest projections, which now see installed capacity rising...

IAEA Triples Nuclear Energy Growth Projections

📌 Key Takeaways Global nuclear capacity stood at 377 GW across 417 reactors in 2024. By 2050, IAEA projects 561 GW (low case, +50%) to 992...

DRC Ends Cobalt Export Ban, Imposes Quotas of less than half recent production

Key Takeaways DRC ends cobalt export ban on October 16, 2025, replacing it with quotas. Quotas: 18,125 tonnes for the rest of 2025; 96,600 tonnes annually...

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