Cobalt

China Pulls Back Loans to Africa — Tightening Capital for Mining

📌 Key Takeaways Chinese lending across Africa has fallen to its lowest level in nearly two decades, tightening capital for mining and infrastructure projects. Beijing’s retreat...

Australia Fast-Tracks Critical Mineral Stockpiles as Supply Risks Rise

📌 Key Takeaways Australia will fast-track a A$1.2 billion critical minerals stockpile, targeting rare earths, antimony and gallium. The reserve is designed to secure supply for...

More Than 60% of Critical Minerals Flow Across Borders

📌 Key Takeaways Over 60% of global critical mineral demand is met through international trade, creating structural interdependence between producers and consumers  Clean energy demand pushes...

US Mining Enters Breakout Phase with More Incoming Historic Government-Backed Deals

📌 Key Takeaways The White House is planning more “historic deals” with US mining companies to secure critical mineral supply chains for defense and high-tech...

US Moves to Take Equity Stakes in More Critical Mineral Companies

📌 Key Takeaways The US government is preparing to acquire equity stakes in additional critical-minerals firms.  This move builds on recent fiscal support and funding rounds...

The Genesis Mission: US Launches AI Platform to Prioritize Nuclear, Critical Mineral and Quantum Research

📌 Key Takeaways President Donald J. Trump signed an Executive Order on November 24, 2025, launching the Genesis Mission, a national AI-driven science initiative The mission...

Canada Launches C$2 Billion Critical Minerals Sovereign Fund

📌 Key Takeaways Canada is establishing a C$2 billion (≈ US$1.4 billion) “Critical Minerals Sovereign Fund” over five years, aimed at equity stakes, loan guarantees...

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...

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...

Must read

Copper Hits Record High as Supply Squeeze Meets AI Demand

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

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Big Funds Pour Billions Into Mining Supercycle Bet

📌 Key Takeaways Mining ETF assets more than doubled to...

US critical minerals partnerships accelerating into Industrial Policy

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

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

Copper has hit prices $14,000 a tonne. The metal rallied...