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...

Latest news

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...

Food Inflation Is Back. This Time the Shock Starts Before the Harvest.

US grocery prices rose 0.7% in April, the sharpest monthly increase in nearly four years, while food-at-home prices were...

Copper Tops $14,000 as Supply Squeeze Pushes Market Toward Record High

Copper has hit prices $14,000 a tonne. The metal rallied for an eighth straight session on Wednesday, touching $14,196.50/t on...

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Copper Hits Record High as Supply Squeeze Meets AI Demand

Copper has hit another record high, with U.S. futures...

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

President Trump has signed an Executive Order permitting construction...

Jet Fuel Shortage: Airlines and Miners Face New Energy Shock

📌 Key Takeaways US airlines spent $5.06 billion on jet...

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

China’s power output hit 936TWh of electricity in August...