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Coal

Coal

US coal gets a war boost — but costs are choking the upside

Seaborne thermal coal prices jumped more than 25% in the first weeks after the Strait of Hormuz crisis, US coal consumption rose 10% in...
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Antimony

Mining Stocks Lead Global Markets as MSCI Metals Index Rallies Nearly 90%, Beating Tech and Banks

📌 Key Takeaways The MSCI Metals & Mining Index has surged nearly 90% since early 2025, outperforming tech and financial sectors amid rising metals demand.  AI...
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Coal

DOE Launches $355 Million Program to Expand US Critical Minerals Supply Chain

📌 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...
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Coal

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...
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Coal

China’s Record Power Demand Resets the Coal Outlook — and the Energy Mix

China’s power output hit 936TWh of electricity in August 2025 — with 627.4 TWh from thermal plants, meaning the most electricity it's ever produced using...
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Zinc

Zinc Prices Rise as China Smelter Cuts Deepen Supply Squeeze

Zinc prices are being driven higher by a supply squeeze that has flipped the market from expected surplus to...
Fusion

Fusion Investment Tops $1.6bn in 2026 as $73bn Supply Chain Race Builds

At least $1.6 billion of disclosed fusion investment, financing and public-market transactions has been announced in 2026, as investors,...
Copper

Copper Hits Record High as Supply Squeeze Meets AI Demand

Copper has hit another record high, with U.S. futures settling at $6.6495/lb, up 38% from a year ago. And...

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Cobalt

US critical minerals partnerships accelerating into Industrial Policy

📌 Key takeaways The U.S. and Australia have lined up...
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Oil

Oil price spikes as U.S. sanctions Russian oil

📌 Key Takeaways The U.S. is mounting new sanctions targeting...
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