Cobalt

Big Funds Pour Billions Into Mining Supercycle Bet

📌 Key Takeaways Mining ETF assets more than doubled to $87.4 billion by March 2026, according to Reuters. Investors put $8.24 billion into mining in Q1...

US critical minerals partnerships accelerating into Industrial Policy

📌 Key takeaways The U.S. and Australia have lined up more than A$5 billion (US$3.5 billion) for critical minerals projects, spanning rare earths, nickel, graphite,...

Strait of Hormuz Closure Drives US Critical Minerals Reshoring

📌 Key Takeaways The Strait of Hormuz handled about 20 million barrels per day in 2024, equal to roughly 20% of global petroleum liquids consumption,...

Pentagon’s Critical Minerals Order Signals War Supply Risk

The Pentagon sought new supplies of 13 critical minerals before strikes on Iran, highlighting the growing role of strategic metals in modern warfare. 📌 Key...

US critical minerals price floor system takes shape

📌 Key Takeaways US agencies say they’ve built a “sophisticated” critical minerals price floor system and are pitching it to allies to unlock private investment. The...

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...

US critical minerals price floors: Washington moves toward market intervention

📌 Key Takeaways The US plans to introduce coordinated price floors for critical minerals as part of a new trade bloc strategy. Reference prices would act...

Energy Transition Investment Heads for $3 Trillion a Year But Minerals are the Constraint

📌 Key Takeaways BloombergNEF projects $2.9 trillion per year in energy transition investment over 2026–2030, up ~25% from 2025. Global energy transition investment hit a record...

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Diesel Squeeze Raises Stakes for Australian Mining

US diesel prices have hit a record US$6.51 a gallon, lawmakers are proposing export restrictions, and Australia has reported...

Copper Backwardation Tops US$500 as LME Supply Tightens

Copper advanced toward a record as competition for immediately available metal pushed a key London spread to its most...

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...

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📌 Key Takeaways: Top Producer Under Pressure: Mexico is the...

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

📌 Key Takeaways The U.S. Department of Energy (DOE) announces...

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

📌 Key Takeaways Australia and the U.S. are negotiating a...